CIK 1802474
Lloyd Advisory Services, LLC.
Institutional 13F holdings & portfolio
Holdings
563
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 563
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 10K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 744 | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | 8K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 559 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 5K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 3K | $100K–$500K | SH |
| ROE | EA SERIES TRUST | 6K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| AIOO | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| JUNW | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 964 | $100K–$500K | SH |
| AVIG | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| SNY | SANOFI SA | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 407 | $100K–$500K | SH |
| APOC | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| ZNOV | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| AMGN | AMGEN INC | 556 | $100K–$500K | SH |
| WLK | WESTLAKE CORPORATION | 2K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| FDG | AMERICAN CENTY ETF TR | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 247 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 912 | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 488 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 964 | $100K–$500K | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 5K | $100K–$500K | SH |
| AOA | ISHARES TR | 2K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 1K | $100K–$500K | SH |
| SIXP | AIM ETF PRODUCTS TRUST | 5K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 3K | $100K–$500K | SH |
| FISV | FISERV INC | 2K | $100K–$500K | SH |
| MBB | ISHARES TR | 1K | $100K–$500K | SH |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | 6K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 474 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 225 | $100K–$500K | SH |