• 13F History

Lloyd Advisory Services, LLC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$199M
Signature - Title
Terence M. Gray - COMPLIANCE CONSULTANT
Location
Suwanee, GA
Summary
This page shows a list of all the recent 13F filings made by Lloyd Advisory Services, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lloyd Advisory Services, LLC. reported 98 stock holdings with total value $199M as of Q1 2025. Top holdings included SPLG, DECW, SIXO, TUA, and JANW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 98 $199M +$30.7M -$39.3M -$8.52M SPLG, DECW, SIXO, TUA, JANW 13F-HR 4/14/2025, 11:33 AM
Q4 2024 100 $211M +$82.4M -$75.3M +$7.06M SPLG, DECW, SIXO, JANW, TUA 13F-HR 2/3/2025, 03:15 PM
Q3 2024 97 $207M +$50.5M -$64.2M -$13.7M SPLG, SEPW, BILZ, SIXD, VOO 13F-HR 10/10/2024, 01:30 PM
Q2 2024 93 $212M +$190M -$406M -$216M SPLG, BILZ, JUNW, APRW, SIXD 13F-HR 8/5/2024, 04:39 PM
Q1 2024 120 $426M +$382M -$162M +$220M FLJJ, SGOV, VNLA, DECZ, CWB 13F-HR 4/12/2024, 03:49 PM
Q4 2023 132 $211M +$184M -$259M -$74.6M SPLG, BILZ, JANW, IVV, VOO 13F-HR 2/13/2024, 10:04 AM
Q3 2023 256 $274M SGOV, JPST, MSFT, PULS, AMZN 13F-HR 11/13/2023, 03:11 PM
Q4 2022 45 $144M +$12.9M -$5.08M +$7.8M SPLG, BIL, IVV, JANT, SCHX 13F-HR 1/27/2023, 03:22 PM
Q3 2022 43 $137M +$47.1M -$12M +$35.2M SPLG, BIL, IVV, JANT, SCHX 13F-HR 11/2/2022, 03:21 PM
Q2 2022 65 $128M +$19.3M -$26.6M -$7.23M SPLG, IVV, JANT, IWM, VOO 13F-HR 8/15/2022, 12:36 PM
Q1 2022 560 $215M +$61.9M -$49M +$12.9M SPLG, IVV, JANW, JANT, VOO 13F-HR 5/2/2022, 12:18 PM
Q4 2021 400 $217M +$42.9M -$26.9M +$16M SPLG, IVV, JANW, VOO, JPST 13F-HR 1/26/2022, 09:48 AM
Q3 2021 377 $194M +$30.3M -$34.1M -$3.81M SPLG, IVV, JANW, JANT, JPST 13F-HR 10/21/2021, 04:42 PM
Q2 2021 384 $198M +$42.7M -$37.3M +$5.42M SPLG, IVV, JANW, JANT, VOO 13F-HR 8/9/2021, 10:21 AM
Q1 2021 357 $184M +$122M -$115M +$6.67M SPLG, IVV, JANW, JANT, VOO 13F-HR 5/4/2021, 09:54 AM
Q4 2020 333 $183M +$38.3M -$28.1M +$10.2M TLT, GLD, IVV, QQQ, VEA 13F-HR 2/4/2021, 03:18 PM
Q3 2020 300 $165M +$23.1M -$11M +$12M TLT, GLD, VEA, VOO, QQQ 13F-HR 10/28/2020, 02:56 PM
Q2 2020 279 $159M +$69.8M -$53M +$16.8M TLT, GLD, VOO, SHV, QQQ 13F-HR 8/7/2020, 12:06 PM
Q1 2020 241 $135M +$62.4M -$16.9M +$45.5M SHV, TLT, VOO, GLD, IVV 13F-HR 6/3/2020, 09:53 AM
Q4 2019 320 $108M TLT, VEA, VOO, IVV, GLD 13F-HR 2/12/2020, 03:29 PM