Joseph P. Lucia & Associates, LLC Purchases in Q3 2024

Joseph P. Lucia & Associates, LLC

  • $186 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.8K
+ 76.65%
$96.25 - $101.98 $1.43M - $1.51M
34.2K $3.46M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.86K
+ 82.62%
$162.83 - $179.16 $1.28M - $1.41M
17.4K $3.11M
FTSD
Franklin ETF Tr Liberty Short

ETFs
14.7K
New
$89.72 - $91.3 $1.32M - $1.34M
14.7K $1.34M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.36K
+ 43.13%
$106.11 - $113.72 $887K - $951K
27.7K $3.13M
SNOW
Snowflake Inc.

Technology
8.49K
+ 307.9%
$108.56 - $143.02 $922K - $1.21M
11.3K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.66K
+ 6.42%
$59.93 - $66.52 $399K - $443K
110K $7.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
883
+ 11.81%
$517.38 - $573.86 $457K - $507K
8.36K $4.8M
XLU
Utilities Sector Spdr

ETFs
8.18K
New
$67.67 - $80.78 $554K - $661K
8.18K $660K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.25K
+ 14.43%
$74.26 - $78.84 $390K - $414K
41.7K $3.26M
VB
Vanguard Small Cap ETF

ETFs
1.47K
+ 15.41%
$214.77 - $237.72 $315K - $348K
11K $2.6M
HYG
Ishares Tr

ETFs
5.78K
+ 66.41%
$76.72 - $80.36 $443K - $464K
14.5K $1.16M
XLF
Financial Sector Spdr

ETFs
5.59K
+ 11.99%
$40.84 - $45.74 $228K - $256K
52.2K $2.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.12K
+ 3.75%
$92.63 - $105.69 $197K - $224K
58.8K $6.13M
XLI
Industrial Sector Spdr

ETFs
1.44K
+ 15.23%
$120.56 - $135.44 $174K - $195K
10.9K $1.48M
AVUV
American Centy ETF Tr Avantis

ETFs
1.81K
+ 11.1%
$88.24 - $99.7 $160K - $181K
18.1K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
658
New
$333.64 - $405.2 $220K - $267K
658 $266K
JEPI
J P Morgan Exchange Traded Fd

ETFs
864
+ 1.21%
$54.98 - $59.51 $47.5K - $51.4K
72.5K $4.32M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.71K
New
$38.04 - $45.36 $217K - $259K
5.71K $255K
VNQ
Vanguard Specialized Funds Van

ETFs
2.58K
New
$82.97 - $98.97 $214K - $255K
2.58K $251K
LLY
Eli Lilly & CO

Healthcare
268
+ 80.97%
$772.14 - $960.02 $207K - $257K
599 $530K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
9.19K
New
$22.25 - $24.44 $204K - $225K
9.19K $221K
AVGO
Broadcom Inc.

Technology
1.24K
New
$136.27 - $1745.86 $168K - $2.16M
1.24K $213K
INKM
Ssga Active ETF Tr

ETFs
6.45K
New
$30.52 - $33.16 $197K - $214K
6.45K $211K
XLB
Select Sector Spdr Fd Material

ETFs
681
+ 4.03%
$86.95 - $97.09 $59.2K - $66.1K
17.6K $1.69M
NVDA
Nvidia Corp

Technology
2.41K
+ 5.46%
$98.91 - $134.91 $239K - $326K
46.6K $5.66M
XLV
Select Sector Spdr Fund Health

ETFs
146
+ 0.69%
$143.3 - $157.24 $20.9K - $23K
21.4K $3.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
853
+ 2.29%
$61.11 - $67.85 $52.1K - $57.9K
38.2K $2.59M
SOXX
Ishares Semiconductor ETF

ETFs
1.08K
+ 27.44%
$199.29 - $265.49 $214K - $285K
4.99K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
2.06K
+ 6.47%
$161.02 - $200.0 $332K - $412K
33.9K $6.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
157
+ 1.67%
$434.77 - $502.96 $68.3K - $79K
9.55K $4.66M
KIO
Kkr Income Opportunities Fund

Financial Services
3.17K
+ 3.29%
$13.6 - $14.8 $43.1K - $46.9K
99.4K $1.47M
KRE
Spdr S&P Regional Banking ETF

ETFs
118
+ 0.66%
$47.94 - $59.23 $5.66K - $6.99K
17.9K $1.02M
ET
Energy Transfer LP

Energy
8.44K
+ 19.07%
$15.43 - $16.44 $130K - $139K
52.7K $845K
ED
Consolidated Edison Inc

Utilities
8
+ 0.09%
$88.42 - $104.97 $707 - $840
8.58K $893K
XLE
Energy Sector Spdr

ETFs
2.67K
+ 7.67%
$84.35 - $93.39 $225K - $249K
37.5K $3.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
976
+ 19.43%
$73.43 - $80.37 $71.7K - $78.4K
6K $482K
PFE
Pfizer Inc

Healthcare
2.8K
+ 9.87%
$27.7 - $31.39 $77.5K - $87.8K
31.1K $901K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.3K
+ 6.39%
$37.37 - $43.48 $48.7K - $56.7K
21.7K $943K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 8.21%
$405.19 - $478.57 $30.4K - $35.9K
989 $455K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
3.48K
+ 12.32%
$3.19 - $6.32 $11.1K - $22K
31.7K $171K
NFLX
Netflix Inc

Communication Services
94
+ 30.03%
$598.55 - $722.26 $56.3K - $67.9K
407 $288K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.45K
+ 1.12%
$16.42 - $18.12 $23.9K - $26.3K
131K $2.37M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.65K
+ 11.32%
$27.33 - $31.1 $45.1K - $51.3K
16.2K $502K
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 0.74%
$149.02 - $167.67 $3.87K - $4.36K
3.52K $590K
IWP
Ishares Russell Mid Cap Growth

ETFs
323
+ 10.4%
$103.87 - $117.59 $33.6K - $38K
3.43K $402K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
212
+ 5.65%
$169.73 - $204.18 $36K - $43.3K
3.96K $783K
GLD
Spdr Gold Trust

ETFs
85
+ 8.08%
$215.56 - $246.98 $18.3K - $21K
1.14K $276K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.59K
+ 11.32%
$28.75 - $31.59 $74.4K - $81.8K
25.5K $745K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
498
+ 4.55%
$25.45 - $29.53 $12.7K - $14.7K
11.4K $334K
Activity Summary
Buys All Purchases 68 New Holdings 16 Increased Positions 52 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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