StockDriftsStockDriftsTop 50 Lloyd Advisory Services, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCEC | CAPITOL SER TR | 16.47% | 2.29M | $57.6M | +3775.80%(+2.24M) | $25.22(-1.05%) | 2026-03-31 | |
| IWY | ISHARES TR | 11.98% | 168.3K | $41.9M | +3177.39%(+163.13K) | $260.90(+13.34%) | 2026-03-31 | |
| SCNM | STERLING CAP FDS | 9.1% | 1.28M | $31.8M | new | $24.96(-0.10%) | 2026-03-31 | |
| IWX | ISHARES TR | 7.73% | 291.6K | $27.0M | +3292.54%(+282.96K) | $91.58(+12.09%) | 2026-03-31 | |
| EFV | ISHARES TR | 4.29% | 201.8K | $15.0M | +2554.57%(+194.17K) | $72.14(+8.65%) | 2026-03-31 | |
| IWS | ISHARES TR | 4.11% | 98.6K | $14.4M | +3272.61%(+95.69K) | $142.51(+10.73%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.75% | 117.7K | $13.1M | +2281.19%(+112.76K) | $111.98(+7.81%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.2% | 160.1K | $11.2M | +433.01%(+130.10K) | $65.82(+25.03%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.56% | 15.0K | $8.9M | +45.73%(+4.70K) | $504.90(+36.21%) | 2026-03-31 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.13% | 74.4K | $7.5M | +3396.71%(+72.25K) | $97.99(+17.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.90% | +32.75% |
| Top 20 Holdings Unweighted | +10.72% | +35.75% |
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