Filer Name: LLOYD ADVISORY SERVICES, LLC.
CIK: 1802474
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 100
Portfolio Value: $0.21B

Lloyd Advisory Services, Llc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 399,132 $28M 13.04% -9.2% -
DECW US ALLIANZIM US LC BUFFER20 DEC 593,230 $18M 8.55% 100.0% -
SIXO US ALLIANZIM US 6M BF10 APR-OCT 482,110 $16M 7.40% 294.3% -
JANW US ALLIANZIM US LC BUFFER20 JAN 431,946 $15M 6.88% 100.0% -
TUA US SIM ST TREAS FUT STRAT ETF 544,870 $12M 5.48% 35.9% -
VOO US VANGUARD S&P 500 ETF 21,217 $11M 5.42% -7.3% -
OCTW US ALLIANZIM US LC BUFFER20 OCT 308,429 $11M 5.20% 100.0% -
GDEC US FT VEST US EQUITY MODERATE B 197,253 $7M 3.15% 100.0% -
BILZ US PIMCO ULTRA SHRT GOVT ACTIVE 64,476 $7M 3.08% -53.3% -
QBER US TRUESHARES QUARTLY B HDG ETF 203,954 $5M 2.39% 1.9% -
DECZ US TRUESHARES STRUC OUT DEC ETF 118,562 $4M 2.08% -4.2% -
TYA US SIMPLIFY INTERMEDIATE TERM 351,733 $4M 2.05% 6.2% -
ZROZ US PIMCO 25+ YR ZERO CPN US TIF 50,194 $3M 1.63% -0.2% -
LTPZ US PIMCO 15+ YR US TIPS INDX 61,685 $3M 1.52% -4.1% -
QBUL US TRUESHARE QRT BULL HDGE ETF 128,745 $3M 1.51% 0.0% -
46438G588 - ISHARES TR 107,991 $3M 1.29% 100.0% -
AAPL US APPLE INC 9,104 $2M 1.08% 2.2% -
FPX US FIRST TRUST US EQUITY OPPORT 16,153 $2M 0.91% -0.5% -
IUSG US ISHARES CORE S&P U.S. GROWTH 13,421 $2M 0.89% -3.8% -
NVDA US NVIDIA CORP 13,777 $2M 0.88% 2.3% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us