Joseph P. Lucia & Associates, LLC Purchases in Q4 2024

Joseph P. Lucia & Associates, LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Aim ETF Products Trust
8.46K
New
N/A
8.46K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
4
+ 0.02%
N/A
24.4K $0
Tonix Pharmaceuticals Hldg C
20K
New
N/A
20K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
20.4K
New
N/A
20.4K $0
Grayscale Bitcoin Mini Tr Et
13.9K
New
N/A
13.9K $0
NVBW
Aim ETF Prods Tr Allianzim U S
18K
New
N/A
18K $0
Blackrock ETF Trust Ii
1.57K
+ 40.54%
N/A
5.44K $0
Ishares Bitcoin Trust ETF
304
+ 4.51%
N/A
7.05K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
10
+ 0.14%
N/A
7.11K $0
PFFV
Global X Variable Rate Preferr

Technology
164
+ 1.35%
$23.57 - $24.48 $3.87K - $4.01K
12.3K $289K
CAT
Caterpillar Inc

Industrials
22
+ 4.0%
$360.37 - $416.88 $7.93K - $9.17K
572 $207K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
410
+ 0.67%
$8.36 - $8.71 $3.43K - $3.57K
61.3K $516K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12K
+ 200.33%
$25.79 - $80.4 $310K - $966K
18K $469K
SCHA
Schwab Strategic Tr Us Small C

ETFs
47.3K
+ 97.94%
$25.33 - $51.16 $1.2M - $2.42M
95.6K $2.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.48K
+ 102.62%
$18.41 - $40.87 $101K - $224K
10.8K $200K
MSFT
Microsoft Corp

Technology
4
+ 0.15%
$406.35 - $454.46 $1.63K - $1.82K
2.61K $1.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
72.5K
+ 190.0%
$22.4 - $68.28 $1.62M - $4.95M
111K $2.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
107K
+ 207.32%
$26.93 - $84.95 $2.89M - $9.11M
159K $4.34M
XLE
Energy Sector Spdr

ETFs
260
+ 0.69%
$83.32 - $97.27 $21.7K - $25.3K
37.7K $3.23M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51K
+ 190.82%
$27.54 - $83.04 $1.4M - $4.23M
77.7K $2.15M
KIO
Kkr Income Opportunities Fund

Financial Services
4.85K
+ 4.88%
$13.03 - $15.04 $63.2K - $73K
104K $1.4M
ED
Consolidated Edison Inc

Utilities
162
+ 1.89%
$88.87 - $107.38 $14.4K - $17.4K
8.75K $780K
VZ
Verizon Communications Inc

Communication Services
528
+ 1.79%
$39.6 - $45.21 $20.9K - $23.9K
30.1K $1.2M
XLB
Select Sector Spdr Fd Material

ETFs
670
+ 3.81%
$83.8 - $97.58 $56.1K - $65.4K
18.2K $1.54M
UBER
Uber Technologies, Inc

Technology
739
+ 4.95%
$59.93 - $86.34 $44.3K - $63.8K
15.7K $945K
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.4K
+ 52.89%
$25.74 - $53.78 $396K - $827K
44.4K $1.15M
Activity Summary
Buys All Purchases 77 New Holdings 16 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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