Lloyd Advisory Services, LLC.
- SEC CIK
- 0001802474
- Latest filing
- Aug 7, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only.
- Positions
- 261
- No filing for Q2 2023
- Portfolio value
- $302.2M
- No filing for Q2 2023
Lloyd Advisory Services, LLC. did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| POOLPool Corp | COM | 2,948 | $1.05M | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,504 | $1.05M | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,889 | $1.07M | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 19,557 | $1.09M | 0.4% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 2,545 | $1.11M | 0.4% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 5,053 | $1.12M | 0.4% | – | – | History |
| WDAYWorkday, Inc. | CL A | 5,314 | $1.14M | 0.4% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 24,038 | $1.19M | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 7,105 | $1.20M | 0.4% | – | – | History |
| VZVerizon Communications Inc | Stock | 37,257 | $1.21M | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 13,157 | $1.22M | 0.4% | – | – | History |
| WFCWells Fargo & Company | Stock | 30,477 | $1.25M | 0.4% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 39,868 | $1.25M | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 8,445 | $1.26M | 0.4% | – | – | History |
| ZTSZoetis Inc. | Stock | 7,261 | $1.26M | 0.4% | – | – | History |
| RUNSunrun Inc. | COM | 102,594 | $1.29M | 0.4% | – | – | History |
| QCOMQualcomm Inc | Stock | 11,851 | $1.32M | 0.4% | – | – | History |
| AMGNAmgen Inc | Stock | 4,957 | $1.33M | 0.4% | – | – | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 27,224 | $1.37M | 0.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,887 | $1.44M | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 9,329 | $1.45M | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 14,231 | $1.47M | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 20,746 | $1.49M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 11,036 | $1.61M | 0.5% | – | – | History |
| SPSCSPS Commerce Inc | COM | 9,579 | $1.63M | 0.5% | – | – | History |
| TSLATesla, Inc. | Stock | 7,007 | $1.75M | 0.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 15,386 | $1.81M | 0.6% | – | – | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 38,113 | $1.84M | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,656 | $1.85M | 0.6% | – | – | History |
| NKENIKE, Inc. | Stock | 19,408 | $1.86M | 0.6% | – | – | History |
| MDTMedtronic plc | Stock | 24,284 | $1.90M | 0.6% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,377 | $2.00M | 0.7% | – | – | History |
| ADSKAutodesk, Inc. | COM | 9,688 | $2.00M | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,784 | $2.05M | 0.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 36,435 | $2.13M | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,224 | $2.18M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 23,477 | $2.27M | 0.8% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 18,932 | $2.60M | 0.9% | – | – | History |
| NVONovo Nordisk A S | ADR | 29,458 | $2.68M | 0.9% | – | – | History |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 92,513 | $2.71M | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 13,574 | $2.75M | 0.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 6,679 | $2.91M | 1.0% | – | – | History |
| MAMastercard Inc | Stock | 7,952 | $3.15M | 1.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 6,383 | $3.22M | 1.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 60,771 | $3.27M | 1.1% | – | – | History |
| VVisa Inc. | Stock | 14,342 | $3.30M | 1.1% | – | – | History |
| ACNAccenture plc | Stock | 10,914 | $3.35M | 1.1% | – | – | History |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 72,490 | $3.64M | 1.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 6,752 | $3.77M | 1.2% | – | – | History |
| NFLXNetflix Inc | Stock | 13,606 | $5.14M | 1.7% | – | – | History |
| ADBEAdobe Inc. | Stock | 10,771 | $5.49M | 1.8% | – | – | History |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 128,331 | $6.30M | 2.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 58,939 | $7.75M | 2.6% | – | – | History |
| AAPLApple Inc. | Stock | 51,414 | $8.80M | 2.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 78,814 | $10.0M | 3.3% | – | – | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 212,370 | $10.5M | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 34,466 | $10.9M | 3.6% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 289,705 | $14.5M | 4.8% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 388,191 | $20.2M | 6.7% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 227,828 | $20.6M | 6.8% | – | – | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 12,069 | – | – | – | – | – |