Lloyd Advisory Services, LLC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
3575 LAWRENCEVILLE SUWANEE ROAD SUWANEE, GA 30024
As of the latest 13F report, the guru’s equity portfolio contained 43 stocks valued at a total of $142.00Mil. The top holdings were
According to GuruFocus data, these were Lloyd Advisory Services, LLC.’s top five trades of the quarter.
AllianzIM U.S. Large Cap Buffer20 Dec ETF
The guru established a new position worth 195,964 shares in ARCA:DECW, giving the stock a 3.38% weight in the equity portfolio. Shares traded for an average price of $24.61 during the quarter.
On 01/28/2023, AllianzIM U.S. Large Cap Buffer20 Dec ETF traded for a price of $25.2716 per share and a market cap of $94.77Mil. The stock has returned 0.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio S&P 500 ETF
Lloyd Advisory Services, LLC. reduced their investment in ARCA:SPLG by 61,625 shares. The trade had a 1.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.02.
On 01/28/2023, SPDR Portfolio S&P 500 ETF traded for a price of $47.72 per share and a market cap of $15.69Bil. The stock has returned -4.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 500 ETF has a price-earnings ratio of 19.04 and a price-book ratio of 3.58.
AZBL
The guru sold out of their 51,271-share investment in ARCA:AZBL. Previously, the stock had a 0.98% weight in the equity portfolio. Shares traded for an average price of $26.71 during the quarter.
On 01/28/2023, AZBL traded for a price of $26.7746 per share and a market cap of $121.82Mil. The stock has returned 0.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core S&P Total U.S. Stock Market ETF
Lloyd Advisory Services, LLC. reduced their investment in ARCA:ITOT by 14,250 shares. The trade had a 0.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $85.04000000000001.
On 01/28/2023, iShares Core S&P Total U.S. Stock Market ETF traded for a price of $90.48 per share and a market cap of $41.04Bil. The stock has returned -4.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P Total U.S. Stock Market ETF has a price-earnings ratio of 18.90 and a price-book ratio of 3.49.
AZBO
The guru sold out of their 41,531-share investment in ARCA:AZBO. Previously, the stock had a 0.82% weight in the equity portfolio. Shares traded for an average price of $27.6 during the quarter.
On 01/28/2023, AZBO traded for a price of $27.5869 per share and a market cap of $156.56Mil. The stock has returned 2.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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