Lloyd Advisory Services, LLC.

Institutional manager (13F) · CIK 1802474

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $291M

#	Issuer	Value	Shares
1	CAPITOL SER TR	$58M	2,294,515
2	ISHARES TR	$42M	168,261
3	STERLING CAP FDS	$32M	1,278,316
4	ISHARES TR	$27M	291,555
5	ISHARES TR	$15M	201,774
6	ISHARES TR	$14M	98,615
7	ISHARES TR	$13M	117,702
8	ISHARES INC	$11M	160,144
9	VANGUARD INDEX FDS	$9M	14,971
10	VANGUARD SCOTTSDALE FDS	$7M	74,375
11	NVIDIA CORPORATION	$5M	26,391
12	VANGUARD SPECIALIZED FUNDS	$4M	19,114
13	PROSHARES TR	$4M	37,560
14	ISHARES TR	$4M	29,815
15	BROADCOM INC	$3M	9,023
16	SRH TOTAL RETURN FUND INC	$3M	154,836
17	TAIWAN SEMICONDUCTOR MANUFAC	$2M	7,393
18	VISA INC	$2M	13,783
19	ISHARES TR	$2M	19,944
20	JPMORGAN CHASE & CO	$2M	6,448
21	SCHWAB STRATEGIC TR	$2M	70,060
22	RTX CORPORATION	$2M	8,368
23	EXXON MOBIL CORP	$2M	9,152
24	STERLING CAP FDS	$1M	62,288
25	INVESCO QQQ TR	$1M	2,475
26	ISHARES TR	$1M	16,698
27	GE AEROSPACE	$1M	4,712
28	SPDR SERIES TRUST	$1M	15,889
29	ABRDN FDS	$1M	29,702
30	COCA COLA CO	$1M	15,581
31	APPLE INC	$1M	4,606
32	LAM RESEARCH CORP	$1M	5,437
33	STERLING CAP FDS	$1M	45,001
34	ALPHABET INC	$1M	3,566
35	VANECK ETF TRUST	$1M	2,638
36	ISHARES TR	$1M	10,129
37	CME GROUP INC	$993k	3,361
38	AIM ETF PRODUCTS TRUST	$984k	29,115
39	ESSENTIAL UTILS INC	$932k	23,137
40	ILLINOIS TOOL WKS INC	$913k	3,508
41	AIM ETF PRODUCTS TRUST	$899k	23,377
42	RYDER SYS INC	$855k	4,177
43	MICRON TECHNOLOGY INC	$845k	2,500
44	JOHNSON & JOHNSON	$820k	3,354
45	SIMPLIFY EXCHANGE TRADED FUN	$807k	38,261
46	ASTRONICS CORP	$784k	11,756
47	AIM ETF PRODUCTS TRUST	$765k	24,228
48	CONSOLIDATED EDISON INC	$737k	6,513
49	VANGUARD TAX-MANAGED FDS	$728k	11,355
50	PROLOGIS INC.	$705k	5,333

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.