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Lloyd Advisory Services, LLC.

Lloyd Advisory Services, LLC. is an Investment Adviser institutional filer with the SEC under CIK 1802474, reporting 627 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: GA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in Lloyd Advisory Services, LLC.'s most recent 13F filing, ranked by reported market value.

  1. AIM ETF PRODUCTS TRUST (MAYW)
  2. SPDR SERIES TRUST (SPYM)
  3. AIM ETF PRODUCTS TRUST (SIXD)
  4. ELEVATION SERIES TRUST (ONEZ)
  5. AIM ETF PRODUCTS TRUST (JUNW)
  6. SIMPLIFY EXCHANGE TRADED FUN (TUA)
  7. AIM ETF PRODUCTS TRUST (MAYT)
  8. PIMCO ETF TR (BILZ)
  9. ELEVATION SERIES TRUST (SEPZ)
  10. VANGUARD INDEX FDS (VOO)
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