Joseph P. Lucia & Associates, LLC Purchases in Q3 2025

Joseph P. Lucia & Associates, LLC

  • $218 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
489
+ 1.33%
$275.84 - $326.36 $135K - $160K
37.1K $12.1M
AVDV
American Centy ETF Tr Avantis

ETFs
6.69K
+ 248.66%
$79.24 - $89.03 $530K - $596K
9.39K $835K
SPY
Spdr S&P 500 ETF Trust

ETFs
137
+ 1.28%
$617.65 - $666.84 $84.6K - $91.4K
10.8K $7.21M
XLU
Utilities Sector Spdr

ETFs
5.27K
+ 41.4%
$81.14 - $87.32 $427K - $460K
18K $1.57M
XLF
Financial Sector Spdr

ETFs
7.01K
+ 10.15%
$51.37 - $54.25 $360K - $380K
76K $4.1M
GOOGL
Alphabet Inc.

Communication Services
125
+ 1.95%
$174.36 - $254.72 $21.8K - $31.8K
6.52K $1.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.16K
+ 5.07%
$181.56 - $190.33 $210K - $220K
24K $4.55M
XLI
Industrial Sector Spdr

ETFs
1.57K
+ 12.41%
$147.94 - $154.99 $232K - $243K
14.2K $2.19M
HOOD
Robinhood Markets, Inc.

Technology
2.15K
New
$91.27 - $143.18 $197K - $308K
2.15K $308K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
389
+ 36.49%
$567.77 - $614.76 $221K - $239K
1.46K $891K
XLB
Select Sector Spdr Fd Material

ETFs
2.56K
+ 14.95%
$86.72 - $92.61 $222K - $237K
19.7K $1.77M
GOOG
Alphabet Inc.

Communication Services
181
+ 5.78%
$175.16 - $255.24 $31.7K - $46.2K
3.32K $807K
IAU
Ishares Gold Trust

ETFs
3.43K
New
$61.62 - $72.77 $211K - $250K
3.43K $249K
SCHA
Schwab Strategic Tr Us Small C

ETFs
722
+ 0.82%
$25.29 - $28.33 $18.3K - $20.5K
88.6K $2.47M
VB
Vanguard Small Cap ETF

ETFs
218
+ 2.21%
$237.58 - $259.17 $51.8K - $56.5K
10.1K $2.57M
CAT
Caterpillar Inc

Industrials
453
New
$390.92 - $477.15 $177K - $216K
453 $216K
BAC
Bank Of America Corp

Financial Services
4.2K
New
$44.92 - $52.42 $189K - $220K
4.2K $216K
PHYS
Sprott Physical Gold Trust

Financial Services
6.96K
New
$25.02 - $29.62 $174K - $206K
6.96K $206K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.99K
New
$63.93 - $70.45 $191K - $210K
2.99K $204K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.87K
New
$50.02 - $53.28 $194K - $206K
3.87K $202K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.95K
New
$93.41 - $104.11 $182K - $202K
1.95K $200K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
101
+ 2.52%
$231.32 - $272.35 $23.4K - $27.5K
4.11K $1.12M
XLC
Select Sector Spdr Tr Communic

ETFs
770
+ 17.82%
$105.99 - $119.41 $81.6K - $91.9K
5.09K $602K
MSFT
Microsoft Corp

Technology
131
+ 4.73%
$491.09 - $535.64 $64.3K - $70.2K
2.9K $1.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
192
+ 0.53%
$53.81 - $57.52 $10.3K - $11K
36.2K $2.08M
PNQI
Invesco Nasdaq Internet ETF

ETFs
724
+ 3.21%
$51.24 - $57.08 $37.1K - $41.3K
23.2K $1.3M
AVGO
Broadcom Inc.

Technology
125
+ 8.44%
$264.74 - $369.57 $33.1K - $46.2K
1.61K $529K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
753
+ 1.76%
$97.75 - $100.75 $73.6K - $75.9K
43.6K $4.37M
EOSE
Eos Energy Enterprises, Inc.

Industrials
10.1K
New
$4.63 - $11.17 $46.9K - $113K
10.1K $111K
ACHR
Archer Aviation Inc.

Industrials
11.4K
New
$8.25 - $13.4 $93.8K - $152K
11.4K $108K
UBER
Uber Technologies, Inc

Technology
207
+ 1.17%
$86.91 - $99.57 $18K - $20.6K
17.9K $1.75M
GLD
Spdr Gold Trust

ETFs
40
+ 2.37%
$300.96 - $355.47 $12K - $14.2K
1.73K $614K
LQD
Ishares Iboxx $ Investment Gra

ETFs
177
+ 0.52%
$107.66 - $112.36 $19.1K - $19.9K
34.2K $3.81M
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 12.11%
$357.4 - $423.42 $36.1K - $42.8K
935 $378K
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 7.77%
$282.78 - $316.06 $29.4K - $32.9K
1.44K $454K
ORCL
Oracle Corp

Technology
18
+ 1.93%
$218.96 - $328.33 $3.94K - $5.91K
949 $266K
COIN
Coinbase Global, Inc.

Technology
207
+ 31.6%
$297.99 - $419.78 $61.7K - $86.9K
862 $290K
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 0.44%
$211.65 - $238.24 $32.6K - $36.7K
34.8K $7.65M
IWP
Ishares Russell Mid Cap Growth

ETFs
160
+ 3.94%
$137.51 - $145.26 $22K - $23.2K
4.22K $600K
AIQ
Global X Funds Global X Artifi

ETFs
119
+ 2.52%
$43.2 - $49.66 $5.14K - $5.91K
4.85K $239K
VNQ
Vanguard Specialized Funds Van

ETFs
250
+ 9.08%
$88.47 - $93.24 $22.1K - $23.3K
3K $274K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
120
+ 1.05%
$42.39 - $44.63 $5.09K - $5.36K
11.5K $512K
XLP
Consumer Staples Sector Spdr

ETFs
355
+ 10.75%
N/A
3.66K $278K
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 4.14%
$303.93 - $329.86 $9.12K - $9.9K
755 $247K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.75K
+ 8.4%
$32.23 - $37.41 $56.4K - $65.4K
22.6K $794K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.06%
$94.4 - $104.27 $189 - $209
3.39K $349K
KIO
Kkr Income Opportunities Fund

Financial Services
661
+ 0.6%
$12.34 - $12.82 $8.16K - $8.47K
112K $1.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
55
+ 8.2%
$412.46 - $514.1 $22.7K - $28.3K
726 $356K
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 0.58%
N/A
12.2K $2.23M
Activity Summary
Buys All Purchases 70 New Holdings 14 Increased Positions 56 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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