IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lloyd Advisory Services, Llc.

Q1 2020 Holdings

Filed 2020-06-03 | 289 holdings | $778.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr SER TR(MDYG)S&P 400 MDCP GRW78464A821$731,7030.0%
First TR Exchng Traded FD VI(FIXD)TCW OPPORTUNIS33740F805$731,3920.0%
Amgen Inc(AMGN)COM031162100$894410.0%
3M Co(MMM)COM88579Y101$926720.0%
Unilever PLCSPON ADR NEW904767704$971,9240.0%
Mondelez Intl Inc(MDLZ)CL A609207105$1001,9990.0%
PNC Finl Svcs Group Inc(PNC)COM693475105$1021,0690.0%
Huntington Bancshares Inc(HBAN)COM446150104$10612,9110.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1149400.0%
Kimberly Clark Corp(KMB)COM494368103$1169030.0%
Merck &co. Inc(MRK)COM58933Y105$1171,5160.0%
Welltower Inc(WELL)COM95040Q104$118$2,5730.0%
Ishares TR(IWR)RUS MID CAP ETF464287499$1252,8980.0%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$1305,0340.0%
Vodafone Group PLC New(VOD)SPONSORED ADR92857W308$1359,8360.0%
Southern Co(SO)COM842587107$1422,6150.0%
British Amern TOB PLC(BMTA)SPONSORED ADR110448107$1444,2040.0%
Vanguard Scottsdale FDS(VGLT)LONG TERM TREAS92206C847$1481,4620.0%
United Parcel Service Inc(UPS)CL B911312106$1501,6010.0%
Pepsico Inc(PEP)COM713448108$1501,2450.0%
Spdr SER TR(SPSM)PORTFOLIO S&P60078468R853$1516,9120.0%
Altria Group Inc(MO)COM02209S103$1644,2470.0%
Ishares TR(EFG)EAFE GRWTH ETF464288885$1662,3390.0%
PPL Corp(PPL)COM69351T106$1686,7930.0%
Chevron Corp New(CVX)COM166764100$1782,4560.0%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$1833,5770.0%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$1855,1750.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1871,4520.0%
BP PLC(BP)SPONSORED ADR055622104$1907,8010.0%
Exxon Mobil Corp(XOM)COM30231G102$1975,1910.0%
National Grid PLC(NGG)SPONSORED ADR NE636274409$1973,3780.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$2073,2290.0%
OSI ETF TR(OUSAGBP)OSHARS FTSE US67110P407$2097,2050.0%
Canadian IMP BK Comm(CM)COM136069101$2103,6230.0%
Glaxosmithkline PLCSPONSORED ADR37733W105$2205,7940.0%
Spdr SER TR(FLRN)BLOMBERG BRC INV78468R200$2217,5210.0%
Coca Cola Co(KO)COM191216100$2214,9910.0%
Ishares TR(EFV)EAFE VALUE ETF464288877$2396,6980.0%
Spdr Index SHS FDS(SPEM)PORTFOLIO EMG MK78463X509$2508,7730.0%
Dominion Energy Inc(D)COM25746U109$2523,4940.0%
Pfizer Inc(PFE)COM717081103$2738,3690.0%
Gilead Sciences Inc(GILD)COM375558103$2783,7210.0%
Philip Morris Intl Inc(PM)COM718172109$2984,0860.0%
Duke Energy Corp New(DUK)COM NEW26441C204$3093,8250.0%
Vanguard Scottsdale FDS(VGIT)INTER TERM TREAS92206C706$3504,9660.0%
First TR Exchange-Traded FD(FTSL)SENIOR LN FD33738D309$3528,4210.0%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$3525,6450.0%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$3576,6010.0%
Ishares TR(IGSB)SH TR CRPORT ETF464288646$4007,6380.1%
Verizon Communications Inc(VZ)COM92343V104$4037,5040.1%
PreviousPage 5 of 6Next