Lloyd Advisory Services, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA Lloyd Advisory Services, LLC. | Institutional Filer | ▲ 35.55% | $349.4M | 864 |
Current Portfolio Holdings
Showing all 864 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCEC | CAPITOL SER TR | — | 2.3M | $57.6M | 16.47% |
| 2 | IWY | ISHARES TR | — | 168K | $41.9M | 11.98% |
| 3 | SCNM | STERLING CAP FDS | — | 1.3M | $31.8M | 9.10% |
| 4 | IWX | ISHARES TR | — | 292K | $27.0M | 7.73% |
| 5 | EFV | ISHARES TR | — | 202K | $15.0M | 4.29% |
| 6 | IWS | ISHARES TR | — | 99K | $14.4M | 4.11% |
| 7 | EFG | ISHARES TR | — | 118K | $13.1M | 3.75% |
| 8 | IEMG | ISHARES INC | — | 160K | $11.2M | 3.20% |
| 9 | VOO | VANGUARD INDEX FDS | — | 15K | $8.9M | 2.56% |
| 10 | VTWO | VANGUARD SCOTTSDALE FDS | — | 74K | $7.5M | 2.13% |
| 11 | NVDA | NVIDIA Corporation | Technology | 26K | $4.6M | 1.32% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 19K | $4.1M | 1.18% |
| 13 | NOBL | PROSHARES TR | — | 38K | $4.0M | 1.14% |
| 14 | IWP | ISHARES TR | — | 30K | $3.8M | 1.09% |
| 15 | AVGO | Broadcom Inc. | Technology | 9K | $2.8M | 0.80% |
Showing 1 to 15 of 864 holdings