Joseph P. Lucia & Associates, LLC Incresed Positions in Q1 2025

Joseph P. Lucia & Associates, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
7.66K
+ 11.88%
$47.32 - $52.19 $362K - $400K
72.1K $3.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.64K
+ 3.5%
$97.38 - $104.52 $257K - $276K
78.1K $7.98M
BXSL
Blackstone Secured Lending Fund

Financial Services
13.7K
+ 49.53%
$31.3 - $34.5 $430K - $474K
41.5K $1.34M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.12K
+ 45.08%
$50.87 - $51.09 $362K - $364K
22.9K $1.17M
ET
Energy Transfer LP

Energy
21.9K
+ 32.98%
$17.26 - $21.08 $378K - $461K
88.3K $1.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.19K
+ 5.15%
$27.01 - $28.54 $221K - $234K
167K $4.67M
UBER
Uber Technologies, Inc

Technology
1.38K
+ 8.81%
$63.17 - $81.49 $87.2K - $113K
17.1K $1.24M
ED
Consolidated Edison Inc

Utilities
11
+ 0.13%
$88.0 - $110.59 $968 - $1.22K
8.76K $968K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.07K
+ 2.72%
$95.85 - $99.25 $103K - $106K
40.5K $4.01M
GLD
Spdr Gold Trust

ETFs
300
+ 23.87%
$243.19 - $288.14 $73K - $86.4K
1.56K $448K
KORP
American Centy ETF Tr Diversif

ETFs
2.79K
+ 61.24%
$45.26 - $47.12 $126K - $131K
7.33K $342K
LQD
Ishares Iboxx $ Investment Gra

ETFs
625
+ 1.89%
$105.1 - $109.61 $65.7K - $68.5K
33.6K $3.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 6.67%
$442.66 - $534.52 $31.9K - $38.5K
1.15K $612K
RSP
Invesco S&P 500 Equal Weight E

ETFs
893
+ 4.38%
$169.43 - $182.84 $151K - $163K
21.3K $3.69M
BCAT
Black Rock Capital Allocation Trust

ETFs
7.25K
+ 43.03%
$14.35 - $15.88 $104K - $115K
24.1K $346K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.93K
+ 25.68%
$39.18 - $43.52 $75.5K - $83.8K
9.43K $394K
SPY
Spdr S&P 500 ETF Trust

ETFs
531
+ 6.21%
$551.42 - $612.93 $293K - $325K
9.08K $5.08M
ITA
Ishares Tr

ETFs
190
+ 3.75%
$144.84 - $159.5 $27.5K - $30.3K
5.26K $805K
XLU
Utilities Sector Spdr

ETFs
72
+ 0.61%
$74.7 - $80.27 $5.38K - $5.78K
11.9K $935K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
155
+ 0.93%
$58.32 - $65.09 $9.04K - $10.1K
16.9K $1.02M
LLY
Eli Lilly & CO

Healthcare
19
+ 4.4%
$725.72 - $929.72 $13.8K - $17.7K
451 $372K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
707
+ 6.79%
$39.61 - $42.65 $28K - $30.2K
11.1K $453K
BUG
Global X Fds Cybersecurity ETF

ETFs
704
+ 4.14%
$31.56 - $36.78 $22.2K - $25.9K
17.7K $572K
PFFV
Global X Variable Rate Preferr

Technology
1.04K
+ 8.49%
$23.51 - $24.14 $24.5K - $25.2K
13.3K $315K
XOM
Exxon Mobil Corp

Energy
4
+ 0.18%
$105.44 - $118.93 $422 - $476
2.2K $261K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 6.65%
$14.28 - $14.97 $17.9K - $18.7K
20.1K $286K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
85
+ 1.73%
$81.83 - $82.73 $6.96K - $7.03K
5K $413K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.17K
+ 6.42%
$55.11 - $65.5 $64.7K - $76.9K
19.5K $1.11M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
29.9K
+ 146.68%
N/A
50.4K $0
Blackrock ETF Trust Ii
6.67K
+ 122.45%
N/A
12.1K $0
SDSI
American Centy ETF Tr Short Du
5.88K
+ 60.06%
N/A
15.7K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
333
+ 1.15%
N/A
29.2K $0
Ishares Bitcoin Trust ETF
141
+ 2.0%
N/A
7.19K $0
Grayscale Bitcoin Mini Tr Et
7.63K
+ 54.98%
N/A
21.5K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
125
+ 0.15%
N/A
81.5K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.03%
$156.61 - $168.02 $157 - $168
3.48K $558K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
423
+ 0.69%
$8.24 - $8.68 $3.49K - $3.67K
61.7K $509K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$271.18 - $303.12 $271 - $303
800 $219K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.72K
+ 7.91%
$51.45 - $58.51 $140K - $159K
37.1K $1.92M
FDG
American Centy ETF Tr Focused

ETFs
288
+ 7.54%
$89.22 - $109.96 $25.7K - $31.7K
4.11K $373K
IWP
Ishares Russell Mid Cap Growth

ETFs
36
+ 1.02%
$114.9 - $139.6 $4.14K - $5.03K
3.55K $417K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
56
+ 1.45%
$191.06 - $228.87 $10.7K - $12.8K
3.93K $753K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.12K
+ 1.1%
$16.76 - $17.69 $18.8K - $19.9K
103K $1.73M
AVUV
American Centy ETF Tr Avantis

ETFs
1.42K
+ 7.81%
$84.95 - $100.62 $121K - $143K
19.6K $1.71M
KULR
Kulr Technology Group, Inc.

Technology
217
+ 0.97%
$1.13 - $3.47 $245 - $753
22.6K $29K
VOT
Vanguard Mid Cap Growth Index

ETFs
129
+ 1.22%
$237.72 - $276.98 $30.7K - $35.7K
10.7K $2.63M
KIO
Kkr Income Opportunities Fund

Financial Services
540
+ 0.52%
$12.16 - $13.6 $6.57K - $7.34K
105K $1.29M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
979
+ 2.81%
$32.02 - $41.58 $31.3K - $40.7K
35.9K $1.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.45K
+ 2.51%
$21.23 - $23.75 $179K - $201K
346K $7.44M
Activity Summary
Buys All Purchases 61 New Holdings 8 Increased Positions 53 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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