Long-term investor
Lloyd Advisory Services, Llc. @lloydadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802474).
Record
- Tracked since 2025-06-30 (448 days), 428 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 4% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 00888H752 · 9.7% · long · since 2025-12-31
- 78464A854 · 8.4% · long · since 2025-06-30
- 00888H646 · 7.4% · long · since 2025-12-31
- 210322608 · 7.4% · long · since 2025-06-30
- 00888H737 · 7.1% · long · since 2025-12-31
- 82889N657 · 5.4% · long · since 2025-06-30
- 00888H760 · 3.8% · long · since 2026-06-30
- 72201R577 · 3.7% · long · since 2025-06-30
- 210322798 · 2.9% · long · since 2025-09-30
- 922908363 · 2.8% · long · since 2025-06-30
- 210322574 · 2.1% · long · since 2026-03-31
- 72201R304 · 1.6% · long · since 2025-06-30