Lloyd Advisory Services, LLC. - Q3 2023 holdings

$176 Million is the total value of Lloyd Advisory Services, LLC.'s 109 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q3 2023
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP14Q3 20233.6%
APPLE INC14Q3 20232.9%
HOME DEPOT INC14Q3 20230.7%
PFIZER INC14Q3 20230.3%
LAM RESEARCH CORP14Q3 20230.4%
ISHARES TRUST 20 YR TR BD ETF13Q4 202243.5%
ISHARES TRUST CORE S&P500 ETF13Q4 202214.0%
VANGUARD S&P 500 ETF SHS13Q4 20225.7%
ISHARES TRUST RUSSELL 2000 ETF13Q4 20225.0%
ISHARES TR13Q4 20223.4%

View Lloyd Advisory Services, LLC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-01-27
13F-HR2022-11-02
13F-HR2022-08-15
13F-HR2022-05-02
13F-HR2022-01-26
13F-HR2021-10-21
13F-HR2021-08-09
13F-HR2021-05-04

View Lloyd Advisory Services, LLC.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (175529928.0 != 303955149.0)
  • The reported number of holdings is incorrect (109 != 261)

Export Lloyd Advisory Services, LLC.'s holdings