Lloyd Advisory Services, 13F annual report
Lloyd Advisory Services, is an investment fund managing more than $468 billion ran by Kiah Seymour. There are currently 127 companies in Seymour’s portfolio. The largest investments include Aim Etf Products Trust and Ishares Tr, together worth $195 billion.
$468 billion Assets Under Management (AUM)
As of 5th April 2024, Lloyd Advisory Services,’s top holding is 5,760,156 shares of Aim Etf Products Trust currently worth over $167 billion and making up 35.7% of the portfolio value.
In addition, the fund holds 283,884 shares of Ishares Tr worth $27.7 billion.
The third-largest holding is Pimco Etf Tr worth $20.4 billion and the next is Janus Detroit Str Tr worth $18.4 billion, with 375,980 shares owned.
Currently, Lloyd Advisory Services,'s portfolio is worth at least $468 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lloyd Advisory Services,
The Lloyd Advisory Services, office and employees reside in Suwanee, Georgia. According to the last 13-F report filed with the SEC, Kiah Seymour serves as the Compliance Consultant at Lloyd Advisory Services,.
Recent trades
In the most recent 13F filing, Lloyd Advisory Services, revealed that it had opened a new position in
Aim Etf Products Trust and bought 5,760,156 shares worth $167 billion.
The investment fund also strengthened its position in Ishares Tr by buying
203,984 additional shares.
This makes their stake in Ishares Tr total 283,884 shares worth $27.7 billion.
On the other hand, there are companies that Lloyd Advisory Services, is getting rid of from its portfolio.
Lloyd Advisory Services, closed its position in Spdr Ser Tr on 12th April 2024.
It sold the previously owned 524,809 shares for $29.2 billion.
Kiah Seymour also disclosed a decreased stake in Vanguard World Fd by 0.8%.
This leaves the value of the investment at $1.75 billion and 16,430 shares.
One of the average hedge funds
The two most similar investment funds to Lloyd Advisory Services, are Biltmore Family Office and Harbor Capital Advisors, Inc. They manage $468 billion and $468 billion respectively.
Kiah Seymour investment strategy
Lloyd Advisory Services,’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 6.3% of
the total portfolio value.
The fund focuses on investments in the United States as
52.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 3.9% of the portfolio.
The average market cap of the portfolio companies is close to $180 billion.
The complete list of Lloyd Advisory Services, trades based on 13F SEC filings
These positions were updated on April 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Aim Etf Products Trust |
Opened
5,760,156
|
$167,079,381,000 | 35.70% |
| Spdr Ser Tr |
Closed
524,809
|
$29,238,971,000 | |
| Ishares Tr |
255.30%
283,884
|
$27,702,051,000 | 5.92% |
| Pimco Etf Tr |
Opened
541,524
|
$20,388,717,000 | 4.36% |
| Janus Detroit Str Tr |
579.69%
375,980
|
$18,441,905,000 | 3.94% |
| Simplify Exchange Traded Fun |
246.23%
637,328
|
$15,263,384,000 | 3.26% |
| Pimco Etf Tr |
Closed
140,420
|
$14,126,955,000 | |
| Aim Etf Products Trust |
Closed
1,338,571
|
$37,767,130,000 | |
| Ishares Tr |
Closed
473,173
|
$35,572,660,000 | |
| Listed Fd Tr |
190.80%
342,198
|
$13,212,068,000 | 2.82% |
| Spdr Ser Tr |
Opened
211,450
|
$12,878,306,000 | 2.75% |
| Vanguard Index Fds |
Closed
34,894
|
$13,949,167,000 | |
| First Tr Morningstar Divid L |
Opened
274,632
|
$10,567,908,000 | 2.26% |
| Microsoft Corporation |
286.83%
21,612
|
$9,092,598,000 | 1.94% |
| Apple Inc |
387.41%
44,525
|
$7,635,035,000 | 1.63% |
| NVIDIA Corp |
180.33%
6,355
|
$5,742,915,000 | 1.23% |
| Amazon.com Inc. |
513.78%
31,278
|
$5,641,926,000 | 1.21% |
| Schwab Strategic Tr |
Closed
120,247
|
$7,186,630,000 | |
| Alphabet Inc |
569.61%
27,963
|
$4,222,875,000 | 0.90% |
| BondBloxx ETF Trust |
479.52%
74,265
|
$3,668,345,000 | 0.78% |
| Berkshire Hathaway Inc. |
489.92%
8,430
|
$3,544,980,000 | 0.76% |
| Meta Platforms Inc |
456.65%
6,780
|
$3,291,685,000 | 0.70% |
| Jpmorgan Chase Co |
584.21%
16,250
|
$3,254,685,000 | 0.70% |
| Exxon Mobil Corp. |
407.47%
24,115
|
$2,803,655,000 | 0.60% |
| Merck Co Inc |
454.81%
20,800
|
$2,744,450,000 | 0.59% |
| First Tr Exchng Traded Fd Vi |
Opened
61,012
|
$2,706,900,000 | 0.58% |
| Vanguard Index Fds |
Opened
7,249
|
$2,585,116,000 | 0.55% |
| Mcdonalds Corp |
504.55%
9,165
|
$2,583,595,000 | 0.55% |
| Chevron Corp. |
457.12%
15,070
|
$2,376,910,000 | 0.51% |
| Home Depot, Inc. |
86.11%
6,110
|
$2,344,200,000 | 0.50% |
| Proshares Tr |
Opened
133,528
|
$2,283,328,000 | 0.49% |
| Exelon Corp. |
548.76%
59,115
|
$2,220,925,000 | 0.47% |
| Idex Corporation |
525.44%
8,800
|
$2,147,030,000 | 0.46% |
| Simplify Exchange Traded Fun |
Closed
155,561
|
$4,133,212,000 | |
| Visa Inc |
619.89%
7,530
|
$2,101,752,000 | 0.45% |
| Invesco Exchange Traded Fd T |
Closed
13,294
|
$2,097,719,000 | |
| Thermo Fisher Scientific Inc. |
569.32%
3,360
|
$1,953,685,000 | 0.42% |
| Unitedhealth Group Inc |
562.71%
3,910
|
$1,934,150,000 | 0.41% |
| Eli Lilly Co |
382.52%
2,485
|
$1,933,505,000 | 0.41% |
| Salesforce Inc |
544.35%
6,160
|
$1,855,270,000 | 0.40% |
| Att Inc |
287.66%
103,865
|
$1,828,015,000 | 0.39% |
| Vanguard World Fds |
Closed
3,717
|
$1,799,238,000 | |
| Procter And Gamble Co |
493.09%
10,990
|
$1,783,080,000 | 0.38% |
| Intercontinental Exchange In |
610.70%
12,885
|
$1,770,585,000 | 0.38% |
| Sp Global Inc |
434.55%
4,116
|
$1,752,522,000 | 0.37% |
| Vanguard World Fd |
76.87%
16,430
|
$1,748,938,000 | 0.37% |
| Pepsico Inc |
453.92%
9,810
|
$1,717,015,000 | 0.37% |
| Tesla Inc |
606.58%
9,765
|
$1,716,590,000 | 0.37% |
| Vanguard World Fd |
Closed
6,602
|
$1,713,291,000 | |
| Comerica, Inc. |
293.04%
30,795
|
$1,693,340,000 | 0.36% |
| Johnson Johnson |
480.84%
10,670
|
$1,687,940,000 | 0.36% |
| Comcast Corp New |
513.09%
36,485
|
$1,581,605,000 | 0.34% |
| Abbvie Inc |
377.12%
8,550
|
$1,556,630,000 | 0.33% |
| Agilent Technologies Inc. |
613.51%
10,510
|
$1,529,265,000 | 0.33% |
| Seagate Technology Hldngs Pl |
457.88%
16,385
|
$1,524,775,000 | 0.33% |
| Vanguard Bd Index Fds |
Closed
20,539
|
$1,510,678,000 | |
| CSX Corp. |
564.22%
40,325
|
$1,494,875,000 | 0.32% |
| Cisco Sys Inc |
293.50%
29,855
|
$1,490,125,000 | 0.32% |
| Goldman Sachs Group, Inc. |
464.18%
3,560
|
$1,487,665,000 | 0.32% |
| Hunt J B Trans Svcs Inc |
Opened
7,395
|
$1,473,465,000 | 0.31% |
| Verizon Communications Inc |
123.86%
35,020
|
$1,469,500,000 | 0.31% |
| Prologis Inc |
525.98%
11,130
|
$1,449,040,000 | 0.31% |
| Innovator ETFs Trust |
Opened
40,179
|
$1,436,187,000 | 0.31% |
| Mastercard Incorporated |
Opened
2,940
|
$1,415,484,000 | 0.30% |
| Aflac Inc. |
Opened
16,475
|
$1,414,535,000 | 0.30% |
| First Tr Exchng Traded Fd Vi |
Closed
45,784
|
$1,746,365,000 | |
| Select Sector Spdr Tr |
Opened
27,030
|
$1,406,325,000 | 0.30% |
| NRG Energy Inc. |
Opened
20,730
|
$1,403,195,000 | 0.30% |
| Listed Fd Tr |
Closed
40,223
|
$1,396,111,000 | |
| Kimberly-Clark Corp. |
335.36%
10,675
|
$1,380,755,000 | 0.30% |
| International Paper Co. |
471.36%
35,030
|
$1,366,900,000 | 0.29% |
| Fidelity Covington Trust |
Opened
28,212
|
$1,342,089,000 | 0.29% |
| Lyondellbasell Industries N |
118.09%
12,985
|
$1,327,820,000 | 0.28% |
| Tjx Cos Inc New |
Opened
12,750
|
$1,293,070,000 | 0.28% |
| Wisdomtree Tr |
Opened
26,727
|
$1,286,490,000 | 0.27% |
| Philip Morris International Inc |
267.78%
13,935
|
$1,276,900,000 | 0.27% |
| Yum Brands Inc. |
Opened
9,075
|
$1,258,630,000 | 0.27% |
| Janus Detroit Str Tr |
Closed
24,895
|
$1,252,198,000 | |
| Prudential Finl Inc |
255.57%
10,660
|
$1,251,180,000 | 0.27% |
| International Business Machs |
289.56%
6,420
|
$1,226,575,000 | 0.26% |
| Qorvo Inc |
Opened
10,640
|
$1,221,790,000 | 0.26% |
| Nike, Inc. |
Opened
12,955
|
$1,217,625,000 | 0.26% |
| Advanced Micro Devices Inc. |
Opened
6,725
|
$1,213,495,000 | 0.26% |
| Intel Corp. |
Opened
27,395
|
$1,209,950,000 | 0.26% |
| Citigroup Inc |
355.88%
19,115
|
$1,208,785,000 | 0.26% |
| Disney Walt Co |
Opened
9,515
|
$1,164,070,000 | 0.25% |
| Us Bancorp Del |
217.56%
26,005
|
$1,162,400,000 | 0.25% |
| Watsco, Inc. |
460.13%
2,655
|
$1,145,825,000 | 0.24% |
| Honeywell International Inc |
Opened
5,405
|
$1,109,520,000 | 0.24% |
| Keycorp |
454.03%
69,990
|
$1,106,540,000 | 0.24% |
| Dbx Etf Tr |
Opened
26,718
|
$1,093,572,000 | 0.23% |
| Ford Mtr Co Del |
462.26%
82,095
|
$1,090,235,000 | 0.23% |
| Oneok Inc. |
Opened
13,520
|
$1,083,645,000 | 0.23% |
| NiSource Inc |
Opened
39,075
|
$1,080,805,000 | 0.23% |
| Emerson Elec Co |
Opened
9,235
|
$1,047,360,000 | 0.22% |
| Fifth Third Bancorp |
Opened
27,945
|
$1,039,755,000 | 0.22% |
| Fidelity National Financial Inc |
Opened
19,030
|
$1,010,440,000 | 0.22% |
| Public Svc Enterprise Grp In |
288.36%
15,010
|
$1,002,225,000 | 0.21% |
| Valero Energy Corp. |
Opened
5,755
|
$982,370,000 | 0.21% |
| Invesco Exch Trd Slf Idx Fd |
Opened
26,424
|
$967,587,000 | 0.21% |
| Entergy Corp. |
223.84%
9,155
|
$967,130,000 | 0.21% |
| Dominion Energy Inc |
350.25%
19,640
|
$966,260,000 | 0.21% |
| Principal Financial Group In |
Opened
11,065
|
$955,065,000 | 0.20% |
| Truist Finl Corp |
210.74%
24,480
|
$954,130,000 | 0.20% |
| Edison Intl |
Opened
13,380
|
$946,445,000 | 0.20% |
| Omnicom Group, Inc. |
Opened
9,770
|
$945,430,000 | 0.20% |
| Citizens Finl Group Inc |
Opened
25,620
|
$929,810,000 | 0.20% |
| Huntington Bancshares, Inc. |
356.66%
65,060
|
$907,585,000 | 0.19% |
| CMS Energy Corporation |
Opened
14,995
|
$904,710,000 | 0.19% |
| Franklin Resources, Inc. |
Opened
31,500
|
$885,430,000 | 0.19% |
| American Elec Pwr Co Inc |
215.07%
9,745
|
$838,735,000 | 0.18% |
| BorgWarner Inc |
Opened
23,855
|
$828,820,000 | 0.18% |
| First Tr Exchange-traded Fd |
Opened
20,273
|
$828,640,000 | 0.18% |
| HP Inc |
171.84%
27,295
|
$824,910,000 | 0.18% |
| Invesco Ltd |
Opened
47,320
|
$784,975,000 | 0.17% |
| Centerpoint Energy Inc. |
Opened
27,340
|
$778,910,000 | 0.17% |
| Alliant Energy Corp. |
Opened
15,405
|
$776,440,000 | 0.17% |
| DTE Energy Co. |
Opened
6,850
|
$768,290,000 | 0.16% |
| Sonoco Prods Co |
Opened
13,005
|
$752,140,000 | 0.16% |
| Interpublic Group Cos Inc |
Opened
23,045
|
$752,030,000 | 0.16% |
| PPL Corp |
Opened
27,165
|
$747,890,000 | 0.16% |
| Pacer Fds Tr |
Opened
12,786
|
$743,136,000 | 0.16% |
| Altria Group Inc. |
68.41%
16,860
|
$735,505,000 | 0.16% |
| Oge Energy Corp. |
Opened
21,295
|
$730,445,000 | 0.16% |
| Firstenergy Corp. |
Opened
17,940
|
$692,760,000 | 0.15% |
| Walgreens Boots Alliance Inc |
Opened
31,395
|
$680,910,000 | 0.15% |
| American Centy Etf Tr |
Opened
10,521
|
$636,377,000 | 0.14% |
| WEC Energy Group Inc |
Opened
7,690
|
$631,610,000 | 0.13% |
| Pfizer Inc. |
132.19%
22,685
|
$629,490,000 | 0.13% |
| Newell Brands Inc. |
464.32%
76,860
|
$617,170,000 | 0.13% |
| Uber Technologies Inc |
Opened
7,625
|
$587,050,000 | 0.13% |
| J P Morgan Exchange Traded F |
Opened
11,472
|
$578,970,000 | 0.12% |
| Ishares Inc |
52.00%
9,079
|
$519,997,000 | 0.11% |
| Vanguard Bd Index Fds |
81.05%
6,880
|
$513,360,000 | 0.11% |
| VanEck ETF Trust |
Opened
5,400
|
$485,460,000 | 0.10% |
| Newmont Corp |
Opened
13,470
|
$482,635,000 | 0.10% |
| Vanguard Scottsdale Fds |
Closed
17,706
|
$925,058,000 | |
| Lam Research Corp. |
Closed
510
|
$399,463,000 | |
| Series Portfolios Tr |
Opened
14,539
|
$378,476,000 | 0.08% |
| Broadcom Inc. |
41.98%
275
|
$364,485,000 | 0.08% |
| Cencora Inc. |
Closed
1,674
|
$343,758,000 | |
| CGI Inc |
Closed
3,176
|
$340,499,000 | |
| Invesco Actvely Mngd Etc Fd |
78.50%
22,336
|
$309,744,000 | 0.07% |
| Walmart Inc |
Closed
1,696
|
$267,338,000 | |
| Dow Inc |
Closed
4,778
|
$262,040,000 | |
| New York Cmnty Bancorp Inc |
602.40%
77,910
|
$250,865,000 | 0.05% |
| AMGEN Inc. |
Closed
826
|
$237,795,000 | |
| The Southern Co. |
Closed
3,174
|
$222,566,000 | |
| Williams Cos Inc |
Closed
6,183
|
$215,348,000 | |
| Gilead Sciences, Inc. |
Closed
2,612
|
$211,623,000 | |
| Bank America Corp |
Opened
5,510
|
$209,010,000 | 0.04% |
| No transactions found | |||
| Showing first 500 out of 151 holdings | |||
Hedge funds similar to Lloyd Advisory Services,
- Herald Investment Management Ltd
- Sentry
- Cfo4life, L.P.
- Rk Capital Management
- Tiger Pacific Capital L.P.
- Ma Private Wealth
- Insight Advisors, Pa
- Biltmore Family Office
- Harbor Capital Advisors, Inc
- B & T Capital Management Dba Alpha Capital Management
- Dimension Capital Management
- Harbor Advisors
- Atlas Merchant Capital
- Svf Sponsor Iii (de)