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Portfolio (Quarterly) Guide ↗

Lloyd Advisory Services, LLC.

· CIK 0001802474
13F Portfolio $349M AUM 581 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 525 New 150 Added 188 Reduced 218 Exited
Page 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 FTA FIRST TR EXCHANGE-TRADED ALP 36 $3K 0.00% SOLD
142 DXYZ DESTINY TECH100 INC 100 $3K 0.00% SOLD
143 FTGS FIRST TR EXCHANGE-TRADED FD 85 $3K 0.00% SOLD
144 FVD FIRST TR EXCHANGE-TRADED FD 61 $3K 0.00% SOLD
145 VOX VANGUARD WORLD FD 14 $3K 0.00% SOLD
146 AFLG FIRST TR EXCHNG TRADED FD VI 70 $3K 0.00% SOLD
147 LITHIUM AMERS CORP NEW 625 $3K 0.00% SOLD
148 FTCB FIRST TR EXCHANGE-TRADED FD 117 $2K 0.00% SOLD
149 SYM SYMBOTIC INC Industrials 41 $2K 0.00% SOLD
150 AOR ISHARES TR 34 $2K 0.00% SOLD
151 SDS PROSHARES TR 32 $2K 0.00% SOLD
152 QTEC FIRST TR EXCHANGE-TRADED FD 9 $2K 0.00% SOLD
153 JULZ ELEVATION SERIES TRUST 49 $2K 0.00% SOLD
154 NRG NRG ENERGY INC Utilities 13 $2K 0.00% SOLD
155 RULE COLLABORATIVE INVESTMNT SER 85 $2K 0.00% SOLD
156 SNAV COLLABORATIVE INVESTMNT SER 55 $2K 0.00% SOLD
157 TFLO ISHARES TR 36 $2K 0.00% SOLD
158 PCAR PACCAR INC Industrials 15 $2K 0.00% SOLD
159 FEP FIRST TR EXCH TRD ALPHDX FD 29 $2K 0.00% SOLD
160 NET CLOUDFLARE INC Technology 8 $2K 0.00% SOLD
Page 8 of 11  ·  218 positions
Sector Allocation
Technology 27.4%
Financial Services 19.6%
Industrials 18.5%
Utilities 9.6%
Healthcare 4.8%
Energy 4.7%
Consumer Defensive 4.2%
Real Estate 3.8%
Consumer Cyclical 3.3%
Communication Services 2.7%