HoldingsChannel.com
Lloyd Advisory Services LLC. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (SHV) 484,963 +484,691 $53,841
     SHV484,963+484,691$53,841
ISHARES TR (TLT) 128,687 -12,663 $21,229
     TLT128,687-12,663$21,229
VANGUARD INDEX FDS (VOO) 28,969 +7,682 $6,860
     VOO28,969+7,682$6,860
SPDR GOLD TRUST (GLD) 37,714 -419 $5,584
     GLD37,714-419$5,584
ISHARES TR (IVV) 19,150 +1,761 $4,948
     IVV19,150+1,761$4,948
INVESCO QQQ TR 24,716 +4,228 $4,706
     QQQ24,716+4,228$4,706
VANGUARD TAX MANAGED INTL FD (VEA) 113,035 -32,662 $3,769
     VEA113,035-32,662$3,769
ISHARES TR (IJH) 23,436 +1,798 $3,371
     IJH23,436+1,798$3,371
VANGUARD INDEX FDS (VNQ) 40,321 +4,514 $2,817
     VNQ40,321+4,514$2,817
ISHARES TR (IWM) 24,583 -375 $2,814
     IWM24,583-375$2,814
VANGUARD INTL EQUITY INDEX F (VWO) 78,460 -11,284 $2,633
     VWO78,460-11,284$2,633
ISHARES TR (ITOT) 17,637 +216 $1,009
     ITOT17,637+216$1,009
ISHARES TR (SCZ) 18,780 +5,378 $842
     SCZ18,780+5,378$842
J P MORGAN EXCHANGE TRADED F (JPST) 14,436 -409 $717
     JPST14,436-409$717
VANGUARD INDEX FDS (VUG) 4,213 +4,213 $660
     VUG4,213+4,213$660
VANGUARD WORLD FDS (VPU) 5,362 +5,362 $654
     VPU5,362+5,362$654
SPDR SER TR (LGLV) 7,182 +7,182 $651
     LGLV7,182+7,182$651
ISHARES U S ETF TR (NEAR) 12,863 +226 $624
     NEAR12,863+226$624
INVESCO EXCHANGE TRADED FD T (RSP) 7,417 +104 $623
     RSP7,417+104$623
ISHARES TR (IWY) 7,110 +1,203 $599
     IWY7,110+1,203$599
SCHWAB STRATEGIC TR 11,627 +11,070 $523
     SCHD11,627+11,070$523
VANGUARD SCOTTSDALE FDS (VMBS) 9,535 +1,353 $520
     VMBS9,535+1,353$520
ISHARES TR (USIG) 8,831 +1,200 $495
     USIG8,831+1,200$495
AT&T INC 15,294 -2,933 $446
     T15,294-2,933$446
FIRST TR EXCHANGE TRADED FD (LMBS) 8,523 +815 $435
     LMBS8,523+815$435
ISHARES INC (IEMG) 10,654 +1,498 $431
     IEMG10,654+1,498$431
ISHARES TR (IWX) 9,601 +2,844 $423
     IWX9,601+2,844$423
VERIZON COMMUNICATIONS INC 7,504 -758 $403
     VZ7,504-758$403
ISHARES TR (IGSB) 7,638 +187 $400
     IGSB7,638+187$400
ISHARES TR (USMV) 6,601 -4,929 $357
     USMV6,601-4,929$357
FIRST TR EXCHANGE TRADED FD (FTSL) 8,421 -51 $352
     FTSL8,421-51$352
VANGUARD SCOTTSDALE FDS (VGSH) 5,645 +841 $352
     VGSH5,645+841$352
VANGUARD SCOTTSDALE FDS (VGIT) 4,966 +656 $350
     VGIT4,966+656$350
ABBVIE INC 4,220 -507 $322
     ABBV4,220-507$322
DUKE ENERGY CORP NEW 3,825 -1,008 $309
     DUK3,825-1,008$309
PHILIP MORRIS INTL INC 4,086 -272 $298
     PM4,086-272$298
GILEAD SCIENCES INC 3,721 -24 $278
     GILD3,721-24$278
PFIZER INC 8,369 -1,416 $273
     PFE8,369-1,416$273
DOMINION ENERGY INC 3,494 -575 $252
     D3,494-575$252
SPDR INDEX SHS FDS (SPEM) 8,773 +8,702 $250
     SPEM8,773+8,702$250
ISHARES TR (EFV) 6,698 +1,915 $239
     EFV6,698+1,915$239
SPDR SER TR (FLRN) 7,521 +196 $221
     FLRN7,521+196$221
COCA COLA CO 4,991 -1,639 $221
     KO4,991-1,639$221
GLAXOSMITHKLINE PLC 5,794 -1,766 $220
     GSK5,794-1,766$220
CANADIAN IMP BK COMM 3,623 -366 $210
     CM3,623-366$210
OSI ETF TR (OUSA) 7,205 +118 $209
     OUSA7,205+118$209
ISHARES TR (IWS) 3,229 +895 $207
     IWS3,229+895$207
NATIONAL GRID PLC 3,378 -955 $197
     NGG3,378-955$197
EXXON MOBIL CORP 5,191 -1,026 $197
     XOM5,191-1,026$197
BP PLC 7,801 -1,333 $190
     BP7,801-1,333$190

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 03/31/2020: $135,282
At 12/31/2019: $109,895

Combined Holding Report Includes:
Lloyd Advisory Services LLC.
AE Wealth Management LLC

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

Lloyd Advisory Services LLC. Top Holdings 13F Filings | www.HoldingsChannel.com

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