$110 Million is the total value of Lloyd Advisory Services, LLC.'s 447 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLT | New | ISHARES TRUST 20 YR TR BD ETF20 yr tr bd etf | $19,151,000 | – | 141,350 | +100.0% | 17.43% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $6,419,000 | – | 145,697 | +100.0% | 5.84% | – |
| VOO | New | VANGUARD S&P 500 ETF SHS | $6,297,000 | – | 21,287 | +100.0% | 5.73% | – |
| IVV | New | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $5,621,000 | – | 17,389 | +100.0% | 5.12% | – |
| GLD | New | SPDR GOLD TRUST GOLD SHS ETF | $5,449,000 | – | 38,133 | +100.0% | 4.96% | – |
| IJH | New | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $4,453,000 | – | 21,638 | +100.0% | 4.05% | – |
| QQQ | New | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 etf | $4,356,000 | – | 20,488 | +100.0% | 3.96% | – |
| IWM | New | ISHARES TRUST RUSSELL 2000 ETFrussell 2000 etf | $4,135,000 | – | 24,958 | +100.0% | 3.76% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,991,000 | – | 89,744 | +100.0% | 3.63% | – |
| VNQ | New | VANGUARD REAL ESTATE ETFreal estate etf | $3,323,000 | – | 35,807 | +100.0% | 3.02% | – |
| FGD | New | FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETFdj glbl divid etf | $3,313,000 | – | 132,759 | +100.0% | 3.02% | – |
| WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $3,267,000 | – | 45,724 | +100.0% | 2.97% | – |
| DIV | New | GLOBAL X FDS GLOBX SUPDV US ETFglobx supdv us etf | $2,790,000 | – | 117,539 | +100.0% | 2.54% | – |
| ANGL | New | VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETFfallen angel hg etf | $2,619,000 | – | 87,764 | +100.0% | 2.38% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld etf | $2,203,000 | – | 23,504 | +100.0% | 2.00% | – |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div etf | $2,096,000 | – | 65,311 | +100.0% | 1.91% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,266,000 | – | 17,421 | +100.0% | 1.15% | – |
| AGG | New | ISHARES TRcore us aggbd et | $943,000 | – | 8,393 | +100.0% | 0.86% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $846,000 | – | 7,313 | +100.0% | 0.77% | – |
| SCZ | New | ISHARES TRUST EAFE SML CP ETFeafe sml cp etf | $835,000 | – | 13,402 | +100.0% | 0.76% | – |
| USMV | New | ISHARES TRmsci min vol etf | $756,000 | – | 11,530 | +100.0% | 0.69% | – |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $749,000 | – | 14,845 | +100.0% | 0.68% | – |
| T | New | AT&T INC | $712,000 | – | 18,227 | +100.0% | 0.65% | – |
| NEAR | New | ISHARES US ETF TRsht mat bd etf | $635,000 | – | 12,637 | +100.0% | 0.58% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $570,000 | – | 5,907 | +100.0% | 0.52% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $507,000 | – | 8,262 | +100.0% | 0.46% | – |
| IEMG | New | ISHARES INCcore msci emkt | $492,000 | – | 9,156 | +100.0% | 0.45% | – |
| USIG | New | ISHARES TRusd inv grde etf | $445,000 | – | 7,631 | +100.0% | 0.40% | – |
| DUK | New | DUKE ENERGY CORP NEW | $441,000 | – | 4,833 | +100.0% | 0.40% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $435,000 | – | 8,182 | +100.0% | 0.40% | – |
| XOM | New | EXXON MOBIL CORP | $434,000 | – | 6,217 | +100.0% | 0.40% | – |
| ABBV | New | ABBVIE INC | $419,000 | – | 4,727 | +100.0% | 0.38% | – |
| FTSL | New | FIRST TR EXCHANGE TRADED FDsenior ln fd | $406,000 | – | 8,472 | +100.0% | 0.37% | – |
| IGSB | New | ISHARES TRsh tr crport etf | $400,000 | – | 7,451 | +100.0% | 0.36% | – |
| LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $399,000 | – | 7,708 | +100.0% | 0.36% | – |
| IWX | New | ISHARES TRrus tp200 vl etf | $395,000 | – | 6,757 | +100.0% | 0.36% | – |
| PFE | New | PFIZER INC | $383,000 | – | 9,785 | +100.0% | 0.35% | – |
| PM | New | PHILIP MORRIS INTL INC | $371,000 | – | 4,358 | +100.0% | 0.34% | – |
| SO | New | SOUTHERN CO | $371,000 | – | 5,810 | +100.0% | 0.34% | – |
| KO | New | COCA COLA CO | $367,000 | – | 6,630 | +100.0% | 0.33% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $364,000 | – | 1,382 | +100.0% | 0.33% | – |
| IYW | New | ISHARES TRu.s. tech etf | $360,000 | – | 1,549 | +100.0% | 0.33% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $355,000 | – | 7,560 | +100.0% | 0.32% | – |
| GIB | New | CGI INCcl a sub vtg | $352,000 | – | 4,207 | +100.0% | 0.32% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $352,000 | – | 2,001 | +100.0% | 0.32% | – |
| CVX | New | CHEVRON CORP NEW | $347,000 | – | 2,877 | +100.0% | 0.32% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $347,000 | – | 1,883 | +100.0% | 0.32% | – |
| BP | New | BP PLCsponsored adr | $344,000 | – | 9,134 | +100.0% | 0.31% | – |
| D | New | DOMINION ENERGY INC COM | $336,000 | – | 4,069 | +100.0% | 0.31% | – |
| CM | New | CDN IMPERIAL BK COMM TORONTO | $332,000 | – | 3,989 | +100.0% | 0.30% | – |
| OEF | New | ISHARES TRs&p 100 etf | $328,000 | – | 2,280 | +100.0% | 0.30% | – |
| FDLO | New | FIDELITY COVINGTON TRlow volity etf | $326,000 | – | 8,431 | +100.0% | 0.30% | – |
| BCE | New | BCE INC | $303,000 | – | 6,541 | +100.0% | 0.28% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $292,000 | – | 4,804 | +100.0% | 0.27% | – |
| PPL | New | PPL CORP | $283,000 | – | 7,912 | +100.0% | 0.26% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $284,000 | – | 4,310 | +100.0% | 0.26% | – |
| MO | New | ALTRIA GROUP INC | $278,000 | – | 5,563 | +100.0% | 0.25% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $272,000 | – | 4,333 | +100.0% | 0.25% | – |
| OUSA | New | OSI ETF TRoshars ftse us | $260,000 | – | 7,087 | +100.0% | 0.24% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $250,000 | – | 3,543 | +100.0% | 0.23% | – |
| HD | New | HOME DEPOT INC | $248,000 | – | 1,136 | +100.0% | 0.23% | – |
| GILD | New | GILEAD SCIENCES INC | $243,000 | – | 3,745 | +100.0% | 0.22% | – |
| EFV | New | ISHARES TReafe value etf | $239,000 | – | 4,783 | +100.0% | 0.22% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $236,000 | – | 1,445 | +100.0% | 0.22% | – |
| FLRN | New | SPDR SERIES TRUSTblomberg brc inv | $225,000 | – | 7,325 | +100.0% | 0.20% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $221,000 | – | 2,334 | +100.0% | 0.20% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $216,000 | – | 14,339 | +100.0% | 0.20% | – |
| WELL | New | WELLTOWER INC | $213,000 | – | 2,606 | +100.0% | 0.19% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $192,000 | – | 1,203 | +100.0% | 0.18% | – |
| VTR | New | VENTAS INC | $175,000 | – | 3,033 | +100.0% | 0.16% | – |
| AMZN | New | AMAZON COM INC | $172,000 | – | 93 | +100.0% | 0.16% | – |
| EFG | New | ISHARES TReafe grwth etf | $171,000 | – | 1,976 | +100.0% | 0.16% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $171,000 | – | 8,861 | +100.0% | 0.16% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $170,000 | – | 1,452 | +100.0% | 0.16% | – |
| SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $169,000 | – | 5,171 | +100.0% | 0.15% | – |
| PEP | New | PEPSICO INC | $168,000 | – | 1,231 | +100.0% | 0.15% | – |
| ENB | New | ENBRIDGE INC | $168,000 | – | 4,221 | +100.0% | 0.15% | – |
| CSCO | New | CISCO SYS INC | $163,000 | – | 3,398 | +100.0% | 0.15% | – |
| KMB | New | KIMBERLY CLARK CORP | $153,000 | – | 1,114 | +100.0% | 0.14% | – |
| AMGN | New | AMGEN INC | $144,000 | – | 596 | +100.0% | 0.13% | – |
| MSFT | New | MICROSOFT CORP | $143,000 | – | 907 | +100.0% | 0.13% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $136,000 | – | 1,442 | +100.0% | 0.12% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $133,000 | – | 3,123 | +100.0% | 0.12% | – |
| AAPL | New | APPLE INC | $129,000 | – | 440 | +100.0% | 0.12% | – |
| OXY | New | OCCIDENTAL PETE CORP | $128,000 | – | 3,117 | +100.0% | 0.12% | – |
| IWR | New | ISHARES TRrus mid cap etf | $118,000 | – | 1,983 | +100.0% | 0.11% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $116,000 | – | 601 | +100.0% | 0.11% | – |
| MMM | New | 3M CO | $115,000 | – | 654 | +100.0% | 0.10% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $114,000 | – | 748 | +100.0% | 0.10% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $110,000 | – | 1,320 | +100.0% | 0.10% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $110,000 | – | 1,999 | +100.0% | 0.10% | – |
| FSK | New | FS KKR CAPITAL CORP | $109,000 | – | 17,770 | +100.0% | 0.10% | – |
| RF | New | REGIONS FINL CORP NEW | $100,000 | – | 5,856 | +100.0% | 0.09% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $100,000 | – | 1,673 | +100.0% | 0.09% | – |
| WMT | New | WALMART INC | $97,000 | – | 816 | +100.0% | 0.09% | – |
| O | New | REALTY INCOME CORP | $96,000 | – | 1,305 | +100.0% | 0.09% | – |
| HYMB | New | SPDR SERIES TRUSTnuveen bbg brcly | $95,000 | – | 1,613 | +100.0% | 0.09% | – |
| IVZ | New | INVESCO LTD | $91,000 | – | 5,058 | +100.0% | 0.08% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $90,000 | – | 689 | +100.0% | 0.08% | – |
| TRP | New | TC ENERGY CORP | $86,000 | – | 1,608 | +100.0% | 0.08% | – |
| AMCR | New | AMCOR PLCord | $81,000 | – | 7,464 | +100.0% | 0.07% | – |
| NFLT | New | ETFIS SER TR Ivirtus newfleet | $70,000 | – | 2,855 | +100.0% | 0.06% | – |
| SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $68,000 | – | 1,612 | +100.0% | 0.06% | – |
| AOA | New | ISHARES TRaggres alloc etf | $67,000 | – | 1,155 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $66,000 | – | 1,470 | +100.0% | 0.06% | – |
| BLHY | New | VIRTUS ETF TR IIvirtus dynmc etf | $64,000 | – | 2,676 | +100.0% | 0.06% | – |
| HYLS | New | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $64,000 | – | 1,311 | +100.0% | 0.06% | – |
| FB | New | FACEBOOK INCcl a | $63,000 | – | 305 | +100.0% | 0.06% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $62,000 | – | 1,202 | +100.0% | 0.06% | – |
| AOK | New | ISHARES TRconser alloc etf | $60,000 | – | 1,653 | +100.0% | 0.06% | – |
| SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $60,000 | – | 1,584 | +100.0% | 0.06% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $55,000 | – | 962 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO COM | $53,000 | – | 826 | +100.0% | 0.05% | – |
| LRCX | New | LAM RESEARCH CORP | $52,000 | – | 179 | +100.0% | 0.05% | – |
| CDW | New | CDW CORP | $49,000 | – | 346 | +100.0% | 0.04% | – |
| BBY | New | BEST BUY INC | $50,000 | – | 573 | +100.0% | 0.04% | – |
| INTC | New | INTEL CORP | $50,000 | – | 840 | +100.0% | 0.04% | – |
| SRL | New | SCULLY ROYALTY LTD | $50,000 | – | 4,000 | +100.0% | 0.04% | – |
| DIS | New | DISNEY WALT CO | $49,000 | – | 337 | +100.0% | 0.04% | – |
| WY | New | WEYERHAEUSER CO | $49,000 | – | 1,618 | +100.0% | 0.04% | – |
| MA | New | MASTERCARD INCcl a | $48,000 | – | 160 | +100.0% | 0.04% | – |
| DON | New | WISDOMTREE TRus midcap divid | $47,000 | – | 1,231 | +100.0% | 0.04% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $47,000 | – | 197 | +100.0% | 0.04% | – |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $46,000 | – | 348 | +100.0% | 0.04% | – |
| ILTB | New | ISHARES TRcore lt usdb etf | $45,000 | – | 666 | +100.0% | 0.04% | – |
| BAC | New | BANK AMER CORP | $45,000 | – | 1,276 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $45,000 | – | 153 | +100.0% | 0.04% | – |
| JPM | New | JPMORGAN CHASE &CO | $45,000 | – | 324 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $44,000 | – | 136 | +100.0% | 0.04% | – |
| DHI | New | D R HORTON INC | $44,000 | – | 833 | +100.0% | 0.04% | – |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $43,000 | – | 1,224 | +100.0% | 0.04% | – |
| ACN | New | ACCENTURE PLC IRELAND | $43,000 | – | 202 | +100.0% | 0.04% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $43,000 | – | 32 | +100.0% | 0.04% | – |
| V | New | VISA INC | $43,000 | – | 227 | +100.0% | 0.04% | – |
| HPQ | New | HP INC | $42,000 | – | 2,021 | +100.0% | 0.04% | – |
| MET | New | METLIFE INC | $42,000 | – | 819 | +100.0% | 0.04% | – |
| MRK | New | MERCK &CO INC | $42,000 | – | 458 | +100.0% | 0.04% | – |
| MS | New | MORGAN STANLEY | $41,000 | – | 799 | +100.0% | 0.04% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $41,000 | – | 292 | +100.0% | 0.04% | – |
| SYY | New | SYSCO CORP | $41,000 | – | 483 | +100.0% | 0.04% | – |
| HRC | New | HILL ROM HLDGS INC | $41,000 | – | 359 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC | $40,000 | – | 163 | +100.0% | 0.04% | – |
| DAL | New | DELTA AIR LINES INC DEL | $38,000 | – | 647 | +100.0% | 0.04% | – |
| AXP | New | AMERICAN EXPRESS CO | $38,000 | – | 304 | +100.0% | 0.04% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $39,000 | – | 203 | +100.0% | 0.04% | – |
| AFIF | New | TWO RDS SHARED TRanfield unvl etf | $39,000 | – | 4,046 | +100.0% | 0.04% | – |
| TMUS | New | T MOBILE US INC | $39,000 | – | 500 | +100.0% | 0.04% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $39,000 | – | 153 | +100.0% | 0.04% | – |
| RTN | New | RAYTHEON CO | $37,000 | – | 167 | +100.0% | 0.03% | – |
| STWD | New | STARWOOD PPTY TR INC | $37,000 | – | 1,493 | +100.0% | 0.03% | – |
| CFG | New | CITIZENS FINL GROUP INC | $37,000 | – | 919 | +100.0% | 0.03% | – |
| GIS | New | GENERAL MLS INC | $36,000 | – | 675 | +100.0% | 0.03% | – |
| ETN | New | EATON CORP PLC | $36,000 | – | 381 | +100.0% | 0.03% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $36,000 | – | 186 | +100.0% | 0.03% | – |
| AZO | New | AUTOZONE INC | $36,000 | – | 30 | +100.0% | 0.03% | – |
| WM | New | WASTE MGMT INC DEL | $36,000 | – | 315 | +100.0% | 0.03% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $34,000 | – | 402 | +100.0% | 0.03% | – |
| ES | New | EVERSOURCE ENERGY | $33,000 | – | 391 | +100.0% | 0.03% | – |
| SYK | New | STRYKER CORP | $33,000 | – | 156 | +100.0% | 0.03% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $32,000 | – | 131 | +100.0% | 0.03% | – |
| MTUM | New | ISHARES TRusa momentum fct | $32,000 | – | 258 | +100.0% | 0.03% | – |
| QUAL | New | ISHARES TRusa quality fctr | $32,000 | – | 320 | +100.0% | 0.03% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $32,000 | – | 557 | +100.0% | 0.03% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $32,000 | – | 432 | +100.0% | 0.03% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $31,000 | – | 1,090 | +100.0% | 0.03% | – |
| SHV | New | ISHARES TRshort treas bd | $30,000 | – | 272 | +100.0% | 0.03% | – |
| AFIN | New | AMERICAN FIN TR INC | $29,000 | – | 2,164 | +100.0% | 0.03% | – |
| AVY | New | AVERY DENNISON CORP | $29,000 | – | 224 | +100.0% | 0.03% | – |
| EZM | New | WISDOMTREE TRus midcap fund | $27,000 | – | 652 | +100.0% | 0.02% | – |
| MINC | New | ADVISORSHARES TRnewflt mulsinc | $28,000 | – | 578 | +100.0% | 0.02% | – |
| SCI | New | SERVICE CORP INTL | $28,000 | – | 600 | +100.0% | 0.02% | – |
| MPC | New | MARATHON PETE CORP | $28,000 | – | 459 | +100.0% | 0.02% | – |
| CRY | New | CRYOLIFE INC | $27,000 | – | 1,000 | +100.0% | 0.02% | – |
| ORCL | New | ORACLE CORP | $26,000 | – | 500 | +100.0% | 0.02% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $26,000 | – | 452 | +100.0% | 0.02% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $25,000 | – | 476 | +100.0% | 0.02% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $25,000 | – | 1,500 | +100.0% | 0.02% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $25,000 | – | 186 | +100.0% | 0.02% | – |
| PKG | New | PACKAGING CORP AMER | $24,000 | – | 212 | +100.0% | 0.02% | – |
| LOW | New | LOWES COS INC | $24,000 | – | 200 | +100.0% | 0.02% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $23,000 | – | 933 | +100.0% | 0.02% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $22,000 | – | 96 | +100.0% | 0.02% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $21,000 | – | 168 | +100.0% | 0.02% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $21,000 | – | 2,674 | +100.0% | 0.02% | – |
| STOR | New | STORE CAP CORP | $20,000 | – | 544 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $20,000 | – | 263 | +100.0% | 0.02% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $20,000 | – | 146 | +100.0% | 0.02% | – |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $20,000 | – | 389 | +100.0% | 0.02% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $20,000 | – | 528 | +100.0% | 0.02% | – |
| JNJ | New | JOHNSON &JOHNSON | $19,000 | – | 133 | +100.0% | 0.02% | – |
| CSII | New | CARDIOVASCULAR SYS INC DEL | $19,000 | – | 400 | +100.0% | 0.02% | – |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $19,000 | – | 393 | +100.0% | 0.02% | – |
| FTC | New | FIRST TR LRG CP GRWTH ALPHAD | $18,000 | – | 252 | +100.0% | 0.02% | – |
| PLD | New | PROLOGIS INC | $18,000 | – | 200 | +100.0% | 0.02% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $18,000 | – | 274 | +100.0% | 0.02% | – |
| MBB | New | ISHARES TRmbs etf | $18,000 | – | 166 | +100.0% | 0.02% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $15,000 | – | 100 | +100.0% | 0.01% | – |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $15,000 | – | 732 | +100.0% | 0.01% | – |
| NLY | New | ANNALY CAP MGMT INC | $14,000 | – | 1,450 | +100.0% | 0.01% | – |
| AOM | New | ISHARES TRUST MODERT ALLOC ETFmodert alloc etf | $13,000 | – | 334 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHSL CORP NEW | $13,000 | – | 46 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $12,000 | – | 65 | +100.0% | 0.01% | – |
| BKLN | New | INVESCO EXCHNG TRADED FD TRsr ln etf | $12,000 | – | 530 | +100.0% | 0.01% | – |
| TTE | New | TOTAL S Asponsored ads | $12,000 | – | 222 | +100.0% | 0.01% | – |
| GOVT | New | ISHARES TRus treas bd etf | $12,000 | – | 463 | +100.0% | 0.01% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $12,000 | – | 208 | +100.0% | 0.01% | – |
| SPFF | New | GLOBAL X FDSglbx suprinc etf | $12,000 | – | 1,062 | +100.0% | 0.01% | – |
| QCOM | New | QUALCOMM INC | $12,000 | – | 130 | +100.0% | 0.01% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $12,000 | – | 112 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $12,000 | – | 383 | +100.0% | 0.01% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $11,000 | – | 659 | +100.0% | 0.01% | – |
| FTCS | New | FIRST TR EXCHANGE TRADED FDcap strength etf | $11,000 | – | 174 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $11,000 | – | 201 | +100.0% | 0.01% | – |
| AVGO | New | BROADCOM INC | $11,000 | – | 33 | +100.0% | 0.01% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $10,000 | – | 135 | +100.0% | 0.01% | – |
| EMLP | New | FIRST TR EXCHANGE TRADED FDno amer energy | $10,000 | – | 411 | +100.0% | 0.01% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $10,000 | – | 165 | +100.0% | 0.01% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $10,000 | – | 268 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $9,000 | – | 280 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $9,000 | – | 15 | +100.0% | 0.01% | – |
| ED | New | CONSOLIDATED EDISON INC | $9,000 | – | 103 | +100.0% | 0.01% | – |
| ARKK | New | ARK ETF TRinnovation etf | $8,000 | – | 155 | +100.0% | 0.01% | – |
| HDMV | New | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $8,000 | – | 226 | +100.0% | 0.01% | – |
| AUY | New | YAMANA GOLD INC | $8,000 | – | 1,903 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $8,000 | – | 23 | +100.0% | 0.01% | – |
| BWXT | New | BWX TECHNOLOGIES INC | $8,000 | – | 135 | +100.0% | 0.01% | – |
| SPMB | New | SPDR SERIES TRUSTportfli mortgage | $8,000 | – | 317 | +100.0% | 0.01% | – |
| RIV | New | RIVERNORTH OPPRTUNITIES FD I | $8,000 | – | 469 | +100.0% | 0.01% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,000 | – | 136 | +100.0% | 0.01% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $7,000 | – | 200 | +100.0% | 0.01% | – |
| VAC | New | MARRIOTT VACTINS WORLDWID CO | $7,000 | – | 58 | +100.0% | 0.01% | – |
| FEM | New | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $7,000 | – | 273 | +100.0% | 0.01% | – |
| BLCN | New | REALITY SHS ETF TRnsd nxgn eco etf | $7,000 | – | 255 | +100.0% | 0.01% | – |
| FEP | New | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $7,000 | – | 199 | +100.0% | 0.01% | – |
| SWM | New | SCHWEITZER-MAUDUIT INTL INC | $7,000 | – | 156 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $6,000 | – | 101 | +100.0% | 0.01% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $6,000 | – | 127 | +100.0% | 0.01% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $6,000 | – | 15 | +100.0% | 0.01% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $5,000 | – | 126 | +100.0% | 0.01% | – |
| TSCO | New | TRACTOR SUPPLY CO | $6,000 | – | 67 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $5,000 | – | 61 | +100.0% | 0.01% | – |
| APD | New | AIR PRODS &CHEMS INC | $5,000 | – | 20 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $5,000 | – | 39 | +100.0% | 0.01% | – |
| SLB | New | SCHLUMBERGER LTD | $5,000 | – | 126 | +100.0% | 0.01% | – |
| IR | New | INGERSOLL-RAND PLC | $6,000 | – | 47 | +100.0% | 0.01% | – |
| SPTS | New | SPDR SERIES TRUSTportfolio sh tsr | $5,000 | – | 181 | +100.0% | 0.01% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $6,000 | – | 22 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $6,000 | – | 63 | +100.0% | 0.01% | – |
| TDIV | New | FIRST TR EXCHANGE TRADED FDnasd tech div | $5,000 | – | 109 | +100.0% | 0.01% | – |
| QLTA | New | ISHARES TRa rate cp bd etf | $5,000 | – | 88 | +100.0% | 0.01% | – |
| FAAR | New | FIRST TR EXCHNG TRADED FD VIalt abslt strg | $5,000 | – | 177 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON &CO | $6,000 | – | 21 | +100.0% | 0.01% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $6,000 | – | 181 | +100.0% | 0.01% | – |
| COP | New | CONOCOPHILLIPS | $5,000 | – | 78 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $6,000 | – | 75 | +100.0% | 0.01% | – |
| TBX | New | PROSHARES TRsht 7-10 yr tr | $6,000 | – | 212 | +100.0% | 0.01% | – |
| PFXF | New | VANECK VECTORS ETF TRUSTpfd secs ex finl | $6,000 | – | 321 | +100.0% | 0.01% | – |
| TFC | New | TRUIST FINL CORP | $6,000 | – | 112 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $4,000 | – | 10 | +100.0% | 0.00% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $4,000 | – | 189 | +100.0% | 0.00% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $4,000 | – | 64 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $4,000 | – | 41 | +100.0% | 0.00% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $4,000 | – | 62 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $4,000 | – | 123 | +100.0% | 0.00% | – |
| JPIN | New | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $4,000 | – | 66 | +100.0% | 0.00% | – |
| USCI | New | UNITED STS COMMODITY INDEX F | $4,000 | – | 100 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO | $3,000 | – | 268 | +100.0% | 0.00% | – |
| FTGC | New | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $3,000 | – | 151 | +100.0% | 0.00% | – |
| FNY | New | FIRST TR EXCNGE TRD ALPHADEXmid cp gr alph | $3,000 | – | 62 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $3,000 | – | 16 | +100.0% | 0.00% | – |
| SKM | New | SK TELECOM LTDsponsored adr | $3,000 | – | 114 | +100.0% | 0.00% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $3,000 | – | 71 | +100.0% | 0.00% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $3,000 | – | 44 | +100.0% | 0.00% | – |
| FBT | New | FIRST TR EXCHANGE TRADED FDny arca biotech | $3,000 | – | 23 | +100.0% | 0.00% | – |
| FQAL | New | FIDELITY COVINGTON TRqlty fctor etf | $3,000 | – | 89 | +100.0% | 0.00% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $3,000 | – | 22 | +100.0% | 0.00% | – |
| DD | New | DUPONT DE NEMOURS INC | $3,000 | – | 53 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $3,000 | – | 32 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $3,000 | – | 53 | +100.0% | 0.00% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,000 | – | 44 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $3,000 | – | 45 | +100.0% | 0.00% | – |
| DGRO | New | ISHARES TRcore div grwth | $3,000 | – | 68 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $3,000 | – | 21 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC DEL | $3,000 | – | 18 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $3,000 | – | 47 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $3,000 | – | 16 | +100.0% | 0.00% | – |
| VIAC | New | VIACOMCBS INCcl b | $3,000 | – | 76 | +100.0% | 0.00% | – |
| VMW | New | VMWARE INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
| WDC | New | WESTERN DIGITAL CORP | $3,000 | – | 51 | +100.0% | 0.00% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $3,000 | – | 32 | +100.0% | 0.00% | – |
| EPS | New | WISDOMTREE TRus largecap fund | $3,000 | – | 76 | +100.0% | 0.00% | – |
| IWL | New | ISHARES TRrus top 200 etf | $3,000 | – | 43 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $3,000 | – | 22 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $3,000 | – | 12 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $2,000 | – | 38 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $2,000 | – | 16 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $2,000 | – | 16 | +100.0% | 0.00% | – |
| RDNT | New | RADNET INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI &CO | $2,000 | – | 16 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $2,000 | – | 32 | +100.0% | 0.00% | – |
| INFY | New | INFOSYS LTDsponsored adr | $2,000 | – | 164 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $2,000 | – | 32 | +100.0% | 0.00% | – |
| ATRA | New | ATARA BIOTHERAPEUTICS INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| USDU | New | WISDOMTREE TRblmbg us bull | $2,000 | – | 77 | +100.0% | 0.00% | – |
| KL | New | KIRKLAND LAKE GOLD LTD | $2,000 | – | 36 | +100.0% | 0.00% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $2,000 | – | 35 | +100.0% | 0.00% | – |
| FTSM | New | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $2,000 | – | 38 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| PNW | New | PINNACLE WEST CAP CORP | $2,000 | – | 26 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $2,000 | – | 100 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $2,000 | – | 62 | +100.0% | 0.00% | – |
| FTXO | New | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $2,000 | – | 53 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,000 | – | 6 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $1,000 | – | 29 | +100.0% | 0.00% | – |
| CETX | New | CEMTREX INC | $1,000 | – | 750 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| ITUB | New | ITAU UNIBANCO HLDG SAspon adr rep pfd | $1,000 | – | 153 | +100.0% | 0.00% | – |
| SONY | New | SONY CORPsponsored adr | $1,000 | – | 21 | +100.0% | 0.00% | – |
| NKE | New | NIKE INCcl b | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SPR | New | SPIRIT AEROSYSTEMS HLDGS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $1,000 | – | 7 | +100.0% | 0.00% | – |
| DRE | New | DUKE REALTY CORP | $1,000 | – | 28 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,000 | – | 12 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC | $1,000 | – | 38 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| DE | New | DEERE &CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BREWING COcl b | $1,000 | – | 20 | +100.0% | 0.00% | – |
| PHM | New | PULTE GROUP INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $1,000 | – | 16 | +100.0% | 0.00% | – |
| AON | New | AON PLC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $1,000 | – | 45 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP NEW | $1,000 | – | 16 | +100.0% | 0.00% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $1,000 | – | 15 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $1,000 | – | 75 | +100.0% | 0.00% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $1,000 | – | 13 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $1,000 | – | 110 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $1,000 | – | 14 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $1,000 | – | 42 | +100.0% | 0.00% | – |
| MDT | New | MEDTRONIC PLC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| QTEC | New | FIRST TR NASDAQ100 TECH INDE | $1,000 | – | 8 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $1,000 | – | 22 | +100.0% | 0.00% | – |
| SPIP | New | SPDR SERIES TRUSTportfli tips etf | $1,000 | – | 51 | +100.0% | 0.00% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $1,000 | – | 17 | +100.0% | 0.00% | – |
| GIL | New | GILDAN ACTIVEWEAR INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| FNV | New | FRANCO NEVADA CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $1,000 | – | 16 | +100.0% | 0.00% | – |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $1,000 | – | 15 | +100.0% | 0.00% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,000 | – | 7 | +100.0% | 0.00% | – |
| RACE | New | FERRARI N V | $1,000 | – | 4 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 34 | +100.0% | 0.00% | – |
| SELF | New | GLOBAL SELF STORAGE INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SNN | New | SMITH &NEPHEW PLCspdn adr new | $0 | – | 6 | +100.0% | 0.00% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | 1 | +100.0% | 0.00% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $0 | – | 2 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $0 | – | 4 | +100.0% | 0.00% | – |
| HRB | New | BLOCK H &R INC | $0 | – | 5 | +100.0% | 0.00% | – |
| KEP | New | KOREA ELECTRIC PWRsponsored adr | $0 | – | 1 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $0 | – | 7 | +100.0% | 0.00% | – |
| TTOO | New | T2 BIOSYSTEMS INC | $0 | – | 400 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $0 | – | 10 | +100.0% | 0.00% | – |
| GM | New | GENERAL MTRS CO | $0 | – | 10 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $0 | – | 0 | +100.0% | 0.00% | – |
| BW | New | BABCOCK &WILCOX ENTERPRIS I | $0 | – | 6 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $0 | – | 9 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $0 | – | 342 | +100.0% | 0.00% | – |
| FALN | New | ISHARES TRfaln angls usd | $0 | – | 18 | +100.0% | 0.00% | – |
| MDRIQ | New | MCDERMOTT INTL INC | $0 | – | 85 | +100.0% | 0.00% | – |
| AVNS | New | AVANOS MED INC | $0 | – | 13 | +100.0% | 0.00% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $0 | – | 5 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $0 | – | 32 | +100.0% | 0.00% | – |
| CHU | New | CHINA UNICOM (HONG KONG) LTDsponsored adr | $0 | – | 8 | +100.0% | 0.00% | – |
| CMBS | New | ISHARES TRcmbs etf | $0 | – | 3 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.