Joseph P. Lucia & Associates, LLC Purchases in Q2 2025

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.13K
+ 2.22%
$94.31 - $157.99 $106K - $178K
51.8K $8.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 17.7%
$496.48 - $617.85 $798K - $993K
10.7K $6.6M
AMZN
Amazon Com Inc

Consumer Cyclical
892
+ 2.64%
$167.32 - $223.3 $149K - $199K
34.7K $7.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
599
+ 0.25%
$22.27 - $29.21 $13.3K - $17.5K
239K $6.99M
NFLX
Netflix Inc

Communication Services
375
+ 92.14%
$855.86 - $1339.13 $321K - $502K
782 $1.05M
AVDE
American Centy ETF Tr Avantis

ETFs
8.21K
New
$59.32 - $74.36 $487K - $611K
8.21K $607K
MSFT
Microsoft Corp

Technology
456
+ 19.7%
$354.56 - $497.45 $162K - $227K
2.77K $1.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.51K
+ 7.11%
$152.93 - $181.74 $231K - $275K
22.8K $4.14M
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.08%
$216.28 - $284.39 $1.95K - $2.56K
10.7K $3.06M
AVGO
Broadcom Inc.

Technology
1.48K
New
$146.29 - $275.65 $217K - $408K
1.48K $408K
KORP
American Centy ETF Tr Diversif

ETFs
8.49K
+ 115.76%
$45.37 - $47.07 $385K - $400K
15.8K $744K
SOXX
Ishares Semiconductor ETF

ETFs
409
+ 7.47%
$154.86 - $239.07 $63.3K - $97.8K
5.88K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
671
New
$321.63 - $509.31 $216K - $342K
671 $341K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.51K
+ 21.83%
$83.97 - $92.85 $378K - $418K
25.1K $2.22M
ITA
Ishares Tr

ETFs
584
+ 11.1%
$135.31 - $188.64 $79K - $110K
5.85K $1.1M
IBM
International Business Machines Corp

Technology
210
+ 4.75%
$221.03 - $294.78 $46.4K - $61.9K
4.64K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
127
+ 0.12%
$19.6 - $24.44 $2.49K - $3.1K
107K $2.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 5.73%
$96.84 - $99.46 $225K - $231K
42.8K $4.25M
COIN
Coinbase Global, Inc.

Technology
655
New
$151.47 - $375.07 $99.2K - $246K
655 $229K
PANW
Palo Alto Networks Inc

Technology
1.12K
New
$152.44 - $204.64 $170K - $228K
1.12K $228K
FDN
First Tr Fd Dow Jones

ETFs
805
New
$200.29 - $269.33 $161K - $217K
805 $216K
AVDV
American Centy ETF Tr Avantis

ETFs
2.69K
New
$61.76 - $79.32 $166K - $214K
2.69K $213K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.22K
+ 4.12%
$90.85 - $102.31 $292K - $329K
81.3K $8.19M
FINX
Global X Fds Fintech ETF (De)

ETFs
6.1K
New
$24.27 - $34.22 $148K - $209K
6.1K $208K
AIQ
Global X Funds Global X Artifi

ETFs
4.73K
New
$31.5 - $43.69 $149K - $207K
4.73K $206K
ORCL
Oracle Corp

Technology
931
New
$122.82 - $218.63 $114K - $204K
931 $203K
BUG
Global X Fds Cybersecurity ETF

ETFs
3.11K
+ 17.54%
$29.9 - $37.1 $92.9K - $115K
20.8K $772K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
81
+ 2.06%
$164.46 - $237.28 $13.3K - $19.2K
4.01K $951K
BCAT
Black Rock Capital Allocation Trust

ETFs
8.97K
+ 37.24%
$13.2 - $15.27 $118K - $137K
33.1K $500K
XLC
Select Sector Spdr Tr Communic

ETFs
1.06K
+ 32.47%
$86.13 - $108.53 $91.2K - $115K
4.32K $468K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
184
+ 20.86%
$456.74 - $568.03 $84K - $105K
1.07K $605K
IWP
Ishares Russell Mid Cap Growth

ETFs
510
+ 14.37%
$104.34 - $138.68 $53.2K - $70.7K
4.06K $563K
GOOGL
Alphabet Inc.

Communication Services
33
+ 0.52%
$144.7 - $178.6 $4.78K - $5.89K
6.39K $1.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.37K
+ 41.51%
$17.76 - $22.1 $77.7K - $96.6K
14.9K $329K
KIO
Kkr Income Opportunities Fund

Financial Services
6.21K
+ 5.92%
$10.99 - $12.56 $68.3K - $78K
111K $1.39M
XLU
Utilities Sector Spdr

ETFs
851
+ 7.17%
$73.09 - $82.77 $62.2K - $70.4K
12.7K $1.04M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.43K
+ 3.57%
$14.97 - $16.79 $66.3K - $74.3K
129K $2.15M
GOOG
Alphabet Inc.

Communication Services
111
+ 3.67%
$146.58 - $180.01 $16.3K - $20K
3.13K $555K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.76K
+ 28.82%
$20.12 - $21.0 $75.7K - $79K
16.8K $351K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
550
+ 1.47%
$75.05 - $77.34 $41.3K - $42.5K
38.1K $2.94M
LQD
Ishares Iboxx $ Investment Gra

ETFs
362
+ 1.08%
$105.23 - $109.61 $38.1K - $39.7K
34K $3.73M
GLD
Spdr Gold Trust

ETFs
132
+ 8.48%
$273.71 - $316.29 $36.1K - $41.8K
1.69K $514K
XLP
Consumer Staples Sector Spdr

ETFs
497
+ 17.72%
N/A
3.3K $251K
FTSD
Franklin ETF Tr Liberty Short

ETFs
378
+ 1.35%
$90.19 - $91.19 $34.1K - $34.5K
28.5K $2.59M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.25K
+ 7.83%
$26.88 - $32.74 $87.3K - $106K
44.7K $1.38M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
263
+ 2.37%
$37.18 - $42.55 $9.78K - $11.2K
11.4K $484K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
702
+ 1.14%
$7.2 - $8.65 $5.05K - $6.07K
62.4K $539K
JEPI
J P Morgan Exchange Traded Fd

ETFs
703
+ 0.87%
$51.14 - $57.0 $36K - $40.1K
81.4K $4.63M
PFF
Ishares Trust Ishares Pfd And

ETFs
325
+ 0.55%
$29.0 - $30.68 $9.43K - $9.97K
59.1K $1.81M
Activity Summary
Buys All Purchases 69 New Holdings 14 Increased Positions 55 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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