| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 17 | Q2 2024 | 3.6% |
| APPLE INC | 17 | Q2 2024 | 2.9% |
| HOME DEPOT INC | 17 | Q2 2024 | 0.7% |
| AMAZON COM INC | 16 | Q2 2024 | 3.3% |
| AT&T INC | 16 | Q2 2024 | 0.6% |
| PFIZER INC | 16 | Q1 2024 | 0.3% |
| LAM RESEARCH CORP | 16 | Q2 2024 | 0.4% |
| ISHARES TRUST CORE S&P500 ETF | 15 | Q2 2024 | 14.0% |
| VANGUARD S&P 500 ETF SHS | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 3.4% |
View Lloyd Advisory Services, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-05 |
| 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 |
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.