Lloyd Advisory Services, LLC. Buys iShares 20+ Year Treasury Bond ETF, SPDR GOLD TRUST, VANGUARD INTL EQUI, Sells iShares Short Treasury Bond ETF, VANGUARD WORLD FDS, SPDR SERIES TRUST

Author's Avatar
Aug 07, 2020
Article's Main Image
Investment company Lloyd Advisory Services, LLC. (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, SPDR GOLD TRUST, VANGUARD INTL EQUI, VANGUARD TAX MANAG, VANGUARD INDEX FDS, sells iShares Short Treasury Bond ETF, VANGUARD WORLD FDS, SPDR SERIES TRUST, VANGUARD INDEX FDS, iShares Short Maturity Bond during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Lloyd Advisory Services, LLC.. As of 2020Q2, Lloyd Advisory Services, LLC. owns 304 stocks with a total value of $157 million. These are the details of the buys and sells.

For the details of Lloyd Advisory Services, LLC.\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/lloyd+advisory+services%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Lloyd Advisory Services, LLC.
  1. iShares 20+ Year Treasury Bond ETF (TLT) - 375,788 shares, 39.13% of the total portfolio. Shares added by 192.02%
  2. SPDR GOLD TRUST (GLD) - 61,073 shares, 6.49% of the total portfolio. Shares added by 61.94%
  3. VANGUARD INDEX FDS (VOO) - 27,574 shares, 4.96% of the total portfolio. Shares reduced by 4.82%
  4. iShares Short Treasury Bond ETF (SHV) - 68,458 shares, 4.82% of the total portfolio. Shares reduced by 85.88%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 28,372 shares, 4.46% of the total portfolio. Shares added by 14.79%
New Purchase: ISHARES TRUST (IWF)
\n

Lloyd Advisory Services, LLC. initiated holding in ISHARES TRUST. The purchase prices were between $143.88 and $193.61, with an estimated average price of $175.61. The stock is now traded at around $211.28. The impact to a portfolio due to this purchase was 0.99%. The holding were 8,113 shares as of .

New Purchase: ISHARES TRUST (MTUM)
\n

Lloyd Advisory Services, LLC. initiated holding in ISHARES TRUST. The purchase prices were between $101.08 and $131, with an estimated average price of $120.7. The stock is now traded at around $141.83. The impact to a portfolio due to this purchase was 0.85%. The holding were 10,216 shares as of .

New Purchase: INVESCO EXCHG TRAD (XMMO)
\n

Lloyd Advisory Services, LLC. initiated holding in INVESCO EXCHG TRAD. The purchase prices were between $45.9 and $61.96, with an estimated average price of $55.56. The stock is now traded at around $66.05. The impact to a portfolio due to this purchase was 0.84%. The holding were 22,410 shares as of .

New Purchase: VANGUARD WORLD FDS (VGT)
\n

Lloyd Advisory Services, LLC. initiated holding in VANGUARD WORLD FDS. The purchase prices were between $201.88 and $278.76, with an estimated average price of $248.78. The stock is now traded at around $302.82. The impact to a portfolio due to this purchase was 0.84%. The holding were 4,726 shares as of .

New Purchase: ISHARES INC (EEMV)
\n

Lloyd Advisory Services, LLC. initiated holding in ISHARES INC. The purchase prices were between $44.68 and $53.5, with an estimated average price of $50.1. The stock is now traded at around $54.92. The impact to a portfolio due to this purchase was 0.68%. The holding were 20,692 shares as of .

New Purchase: ISHARES TRUST (IWX)
\n

Lloyd Advisory Services, LLC. initiated holding in ISHARES TRUST. The purchase prices were between $41.82 and $53.78, with an estimated average price of $47.98. The stock is now traded at around $51.66. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,899 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Lloyd Advisory Services, LLC. added to a holding in iShares 20+ Year Treasury Bond ETF by 192.02%. The purchase prices were between $156.11 and $171.29, with an estimated average price of $164.66. The stock is now traded at around $169.68. The impact to a portfolio due to this purchase was 25.73%. The holding were 375,788 shares as of .

Added: SPDR GOLD TRUST (GLD)

Lloyd Advisory Services, LLC. added to a holding in SPDR GOLD TRUST by 61.94%. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $190.37. The impact to a portfolio due to this purchase was 2.48%. The holding were 61,073 shares as of .

Added: VANGUARD INTL EQUI (VWO)

Lloyd Advisory Services, LLC. added to a holding in VANGUARD INTL EQUI by 119.73%. The purchase prices were between $32.36 and $40.59, with an estimated average price of $36.92. The stock is now traded at around $43.32. The impact to a portfolio due to this purchase was 2.36%. The holding were 172,397 shares as of .

Added: VANGUARD TAX MANAG (VEA)

Lloyd Advisory Services, LLC. added to a holding in VANGUARD TAX MANAG by 55.19%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $40.79. The impact to a portfolio due to this purchase was 1.54%. The holding were 175,416 shares as of .

Added: VANGUARD INDEX FDS (VNQ)

Lloyd Advisory Services, LLC. added to a holding in VANGUARD INDEX FDS by 67.26%. The purchase prices were between $64.53 and $86.79, with an estimated average price of $75.73. The stock is now traded at around $82.29. The impact to a portfolio due to this purchase was 1.35%. The holding were 67,440 shares as of .

Added: ISHARES TRUST (IWY)

Lloyd Advisory Services, LLC. added to a holding in ISHARES TRUST by 179.96%. The purchase prices were between $80.39 and $107.61, with an estimated average price of $97.65. The stock is now traded at around $117.86. The impact to a portfolio due to this purchase was 0.87%. The holding were 19,905 shares as of .

Sold Out: VANGUARD WORLD FDS (VPU)

Lloyd Advisory Services, LLC. sold out a holding in VANGUARD WORLD FDS. The sale prices were between $113.96 and $138.05, with an estimated average price of $126.6.

Sold Out: SPDR SERIES TRUST (LGLV)

Lloyd Advisory Services, LLC. sold out a holding in SPDR SERIES TRUST. The sale prices were between $85.62 and $110.58, with an estimated average price of $99.12.

Sold Out: ISHARES TRUST (USMV)

Lloyd Advisory Services, LLC. sold out a holding in ISHARES TRUST. The sale prices were between $51.94 and $64.01, with an estimated average price of $59.26.

Sold Out: SPDR INDEX SHS FDS (SPEM)

Lloyd Advisory Services, LLC. sold out a holding in SPDR INDEX SHS FDS. The sale prices were between $27.38 and $34.3, with an estimated average price of $31.2.

Sold Out: WISDOMTREE TRUST (HEDJ)

Lloyd Advisory Services, LLC. sold out a holding in WISDOMTREE TRUST. The sale prices were between $48.71 and $62.95, with an estimated average price of $56.29.

Sold Out: Invesco Ltd (IVZ)

Lloyd Advisory Services, LLC. sold out a holding in Invesco Ltd. The sale prices were between $6.7 and $11.55, with an estimated average price of $8.96.

Reduced: iShares Short Treasury Bond ETF (SHV)

Lloyd Advisory Services, LLC. reduced to a holding in iShares Short Treasury Bond ETF by 85.88%. The sale prices were between $110.71 and $111.02, with an estimated average price of $110.82. The stock is now traded at around $110.73. The impact to a portfolio due to this sale was -34.42%. Lloyd Advisory Services, LLC. still held 68,458 shares as of .

Reduced: VANGUARD INDEX FDS (VUG)

Lloyd Advisory Services, LLC. reduced to a holding in VANGUARD INDEX FDS by 96.99%. The sale prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $222.19. The impact to a portfolio due to this sale was -0.48%. Lloyd Advisory Services, LLC. still held 127 shares as of .

Reduced: iShares Short Maturity Bond (NEAR)

Lloyd Advisory Services, LLC. reduced to a holding in iShares Short Maturity Bond by 99.81%. The sale prices were between $48.49 and $50.01, with an estimated average price of $49.42. The stock is now traded at around $50.09. The impact to a portfolio due to this sale was -0.46%. Lloyd Advisory Services, LLC. still held 24 shares as of .

Reduced: SCHWAB STRATEGIC T (SCHD)

Lloyd Advisory Services, LLC. reduced to a holding in SCHWAB STRATEGIC T by 99.45%. The sale prices were between $43.56 and $56.5, with an estimated average price of $50.55. The stock is now traded at around $55.84. The impact to a portfolio due to this sale was -0.39%. Lloyd Advisory Services, LLC. still held 64 shares as of .

Reduced: ISHARES TRUST (ITOT)

Lloyd Advisory Services, LLC. reduced to a holding in ISHARES TRUST by 47.97%. The sale prices were between $54.27 and $72.51, with an estimated average price of $65.03. The stock is now traded at around $75.21. The impact to a portfolio due to this sale was -0.36%. Lloyd Advisory Services, LLC. still held 9,176 shares as of .

Reduced: Invesco S P 500 Equal Weight ETF (RSP)

Lloyd Advisory Services, LLC. reduced to a holding in Invesco S P 500 Equal Weight ETF by 59.69%. The sale prices were between $79.83 and $113.09, with an estimated average price of $96.19. The stock is now traded at around $108.83. The impact to a portfolio due to this sale was -0.27%. Lloyd Advisory Services, LLC. still held 2,990 shares as of .



Here is the complete portfolio of Lloyd Advisory Services, LLC.. Also check out:
\r\n
1. Lloyd Advisory Services, LLC.\'s Undervalued Stocks
\r\n2. Lloyd Advisory Services, LLC.\'s Top Growth Companies, and
\r\n3. Lloyd Advisory Services, LLC.\'s High Yield stocks
\r\n4. Stocks that Lloyd Advisory Services, LLC. keeps buying