Portfolio (Quarterly)
Guide ↗
Lloyd Advisory Services, LLC.
· CIK 0001802474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | FJP | FIRST TR EXCH TRD ALPHDX FD | — | 23 | $2K | 0.00% | SOLD |
| 162 | FEM | FIRST TR EXCH TRD ALPHDX FD | — | 56 | $2K | 0.00% | SOLD |
| 163 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 28 | $1K | 0.00% | SOLD |
| 164 | KD | KYNDRYL HLDGS INC | Technology | 55 | $1K | 0.00% | SOLD |
| 165 | STLA | STELLANTIS N.V | Consumer Cyclical | 129 | $1K | 0.00% | SOLD |
| 166 | PATH | UIPATH INC | Technology | 83 | $1K | 0.00% | SOLD |
| 167 | APRZ | ELEVATION SERIES TRUST | — | 32 | $1K | — | SOLD |
| 168 | VOT | VANGUARD INDEX FDS | — | 4 | $1K | — | SOLD |
| 169 | STIP | ISHARES TR | — | 11 | $1K | — | SOLD |
| 170 | CVS | CVS HEALTH CORP | Healthcare | 15 | $1K | — | SOLD |
| 171 | FMF | FIRST TR EXCHANGE-TRADED FD | — | 24 | $1K | — | SOLD |
| 172 | UI | UBIQUITI INC | Technology | 2 | $1K | — | SOLD |
| 173 | OGE | OGE ENERGY CORP | Utilities | 23 | $994.0 | — | SOLD |
| 174 | — | COMERICA INC | — | 11 | $991.0 | — | SOLD |
| 175 | MARZ | ELEVATION SERIES TRUST | — | 29 | $979.0 | — | SOLD |
| 176 | OMC | OMNICOM GROUP INC | Communication Services | 11 | $906.0 | — | SOLD |
| 177 | FTXO | FIRST TR EXCHANGE TRADED FD | — | 23 | $885.0 | — | SOLD |
| 178 | NEM | NEWMONT CORP | Basic Materials | 8 | $806.0 | — | SOLD |
| 179 | APRT | AIM ETF PRODUCTS TRUST | — | 19 | $791.0 | — | SOLD |
| 180 | — | NEWSMAX INC | — | 100 | $773.0 | — | SOLD |
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%