Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 14 | Q3 2023 | 3.6% |
APPLE INC | 14 | Q3 2023 | 2.9% |
HOME DEPOT INC | 14 | Q3 2023 | 0.7% |
PFIZER INC | 14 | Q3 2023 | 0.3% |
LAM RESEARCH CORP | 14 | Q3 2023 | 0.4% |
ISHARES TRUST 20 YR TR BD ETF | 13 | Q4 2022 | 43.5% |
ISHARES TRUST CORE S&P500 ETF | 13 | Q4 2022 | 14.0% |
VANGUARD S&P 500 ETF SHS | 13 | Q4 2022 | 5.7% |
ISHARES TRUST RUSSELL 2000 ETF | 13 | Q4 2022 | 5.0% |
ISHARES TR | 13 | Q4 2022 | 3.4% |
View Lloyd Advisory Services, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-01-27 |
13F-HR | 2022-11-02 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-26 |
13F-HR | 2021-10-21 |
13F-HR | 2021-08-09 |
View Lloyd Advisory Services, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.