Lloyd Advisory Services, LLC.
Top Portfolio Positions
502 positions ·
$69,071,696 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
26,391 | $4,602,590 | 6.66% | |
| V |
Visa Inc.
Financial Services
|
13,783 | $4,165,773 | 6.03% | |
| AVGO |
Broadcom Inc.
Technology
|
9,023 | $2,792,708 | 4.04% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
154,836 | $2,647,695 | 3.83% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
7,393 | $2,498,464 | 3.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,448 | $1,896,743 | 2.75% | |
| RTX |
RTX Corp
Industrials
|
8,368 | $1,614,187 | 2.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
9,152 | $1,552,728 | 2.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,475 | $1,428,520 | 2.07% | |
| GE |
General Electric Co
Industrials
|
4,712 | $1,337,124 | 1.94% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,308 | 54 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $107,466 | 828 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||