HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AIM ETF PRODUCTS TRUST (FLJJ) |
5,760,156 | +5,760,156 | $167,079 |
| FLJJ | 5,760,156 | +5,760,156 | $167,079 |
| PIMCO ETF TR (HYS) |
541,524 | +541,524 | $50,622 |
| HYS | 541,524 | +541,524 | $50,622 |
| ISHARES TR (SGOV) |
283,884 | +203,984 | $27,702 |
| SGOV | 283,884 | +203,984 | $27,702 |
| JANUS DETROIT STR TR |
375,980 | +320,664 | $18,442 |
| VNLA | 375,980 | +320,664 | $18,442 |
| SPDR SER TR (CWB) |
211,450 | +211,450 | $15,444 |
| CWB | 211,450 | +211,450 | $15,444 |
| LISTED FD TR |
342,198 | +224,524 | $11,758 |
| DECZ | 342,198 | +224,524 | $11,758 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
274,632 | +274,632 | $10,568 |
| FDL | 274,632 | +274,632 | $10,568 |
| MICROSOFT CORP |
21,612 | +16,025 | $9,093 |
| MSFT | 21,612 | +16,025 | $9,093 |
| SIMPLIFY EXCHANGE TRADED FUN (TYA) |
637,328 | +453,249 | $8,508 |
| TYA | 637,328 | +453,249 | $8,508 |
| APPLE INC |
44,525 | +35,390 | $7,635 |
| AAPL | 44,525 | +35,390 | $7,635 |
| NVIDIA CORPORATION |
6,355 | +4,088 | $5,743 |
| NVDA | 6,355 | +4,088 | $5,743 |
| AMAZON COM INC |
31,278 | +26,182 | $5,642 |
| AMZN | 31,278 | +26,182 | $5,642 |
| ALPHABET INC |
27,963 | +23,787 | $4,223 |
| GOOGL | 27,963 | +23,787 | $4,223 |
| BONDBLOXX ETF TRUST (XONE) |
74,265 | +61,450 | $3,668 |
| XONE | 74,265 | +61,450 | $3,668 |
 BERKSHIRE HATHAWAY INC DEL |
$3,545 | ||
| BRK.B | 8,430 | +7,001 | $3,545 |
| META PLATFORMS INC |
6,780 | +5,562 | $3,292 |
| META | 6,780 | +5,562 | $3,292 |
| JPMORGAN CHASE & CO |
16,250 | +13,875 | $3,255 |
| JPM | 16,250 | +13,875 | $3,255 |
| EXXON MOBIL CORP |
24,115 | +19,363 | $2,804 |
| XOM | 24,115 | +19,363 | $2,804 |
| MERCK & CO INC |
20,800 | +17,051 | $2,744 |
| MRK | 20,800 | +17,051 | $2,744 |
| FIRST TR EXCHNG TRADED FD VI (FJUL) |
61,012 | +61,012 | $2,707 |
| FJUL | 61,012 | +61,012 | $2,707 |
| VANGUARD INDEX FDS (VUG) |
7,249 | +7,249 | $2,585 |
| VUG | 7,249 | +7,249 | $2,585 |
| MCDONALDS CORP |
9,165 | +7,649 | $2,584 |
| MCD | 9,165 | +7,649 | $2,584 |
| CHEVRON CORP NEW |
15,070 | +12,365 | $2,377 |
| CVX | 15,070 | +12,365 | $2,377 |
| HOME DEPOT INC |
6,110 | +2,827 | $2,344 |
| HD | 6,110 | +2,827 | $2,344 |
| PROSHARES TR (SJB) |
133,528 | +133,528 | $2,283 |
| SJB | 133,528 | +133,528 | $2,283 |
| EXELON CORP |
59,115 | +50,003 | $2,221 |
| EXC | 59,115 | +50,003 | $2,221 |
| SELECT SECTOR SPDR TR (XLC) |
27,030 | +27,030 | $2,207 |
| XLC | 27,030 | +27,030 | $2,207 |
| IDEX CORP |
8,800 | +7,393 | $2,147 |
| IEX | 8,800 | +7,393 | $2,147 |
| VISA INC |
7,530 | +6,484 | $2,102 |
| V | 7,530 | +6,484 | $2,102 |
| FIDELITY COVINGTON TRUST |
28,212 | +28,212 | $1,968 |
| FHLC | 28,212 | +28,212 | $1,968 |
| THERMO FISHER SCIENTIFIC INC |
3,360 | +2,858 | $1,954 |
| TMO | 3,360 | +2,858 | $1,954 |
| ELI LILLY & CO |
2,485 | +1,970 | $1,934 |
| LLY | 2,485 | +1,970 | $1,934 |
| UNITEDHEALTH GROUP INC |
3,910 | +3,320 | $1,934 |
| UNH | 3,910 | +3,320 | $1,934 |
| SALESFORCE INC |
6,160 | +5,204 | $1,855 |
| CRM | 6,160 | +5,204 | $1,855 |
| AT&T INC |
103,865 | +77,072 | $1,828 |
| T | 103,865 | +77,072 | $1,828 |
| PROCTER AND GAMBLE CO |
10,990 | +9,137 | $1,783 |
| PG | 10,990 | +9,137 | $1,783 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
12,885 | +11,072 | $1,771 |
| ICE | 12,885 | +11,072 | $1,771 |
| S&P GLOBAL INC |
4,116 | +3,346 | $1,753 |
| SPGI | 4,116 | +3,346 | $1,753 |
| PEPSICO INC |
9,810 | +8,039 | $1,717 |
| PEP | 9,810 | +8,039 | $1,717 |
| TESLA INC |
9,765 | +8,383 | $1,717 |
| TSLA | 9,765 | +8,383 | $1,717 |
| COMERICA INC |
30,795 | +22,960 | $1,693 |
| CMA | 30,795 | +22,960 | $1,693 |
| JOHNSON & JOHNSON |
10,670 | +8,833 | $1,688 |
| JNJ | 10,670 | +8,833 | $1,688 |
| COMCAST CORP NEW |
36,485 | +30,534 | $1,582 |
| CMCSA | 36,485 | +30,534 | $1,582 |
| ABBVIE INC |
8,550 | +6,758 | $1,557 |
| ABBV | 8,550 | +6,758 | $1,557 |
| AGILENT TECHNOLOGIES INC |
10,510 | +9,037 | $1,529 |
| A | 10,510 | +9,037 | $1,529 |
| SEAGATE TECHNOLOGY HLDNGS PL |
16,385 | +13,448 | $1,525 |
| STX | 16,385 | +13,448 | $1,525 |
| CSX CORP |
40,325 | +34,254 | $1,495 |
| CSX | 40,325 | +34,254 | $1,495 |
| CISCO SYS INC |
29,855 | +22,268 | $1,490 |
| CSCO | 29,855 | +22,268 | $1,490 |
| GOLDMAN SACHS GROUP INC |
3,560 | +2,929 | $1,488 |
| GS | 3,560 | +2,929 | $1,488 |
| HUNT J B TRANS SVCS INC |
7,395 | +7,395 | $1,473 |
| JBHT | 7,395 | +7,395 | $1,473 |
See Full List: All Stocks Held By Lloyd Advisory Services LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lloyd Advisory Services LLC.
|
Size ($ in 1000's)
At 03/31/2024: $493,398 At 12/31/2023: $211,047 Lloyd Advisory Services LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lloyd Advisory Services LLC. 13F filings. Link to 13F filings: SEC filings |
