Joseph P. Lucia & Associates, LLC Reduced Holdings in Q1 2025

Joseph P. Lucia & Associates, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.38K
- 5.52%
$209.68 - $247.1 $500K - $589K
40.8K $9.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.06K
- 2.76%
$211.47 - $267.17 $225K - $284K
37.4K $7.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-206
- 0.61%
$190.26 - $242.06 $39.2K - $49.9K
33.8K $6.43M
XLK
Technology Sector Spdr

ETFs
-299
- 1.22%
$206.38 - $242.18 $61.7K - $72.4K
24.1K $4.98M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.21K
- 12.18%
$62.43 - $84.12 $201K - $270K
23.2K $1.51M
VB
Vanguard Small Cap ETF

ETFs
-522
- 4.38%
$217.89 - $252.64 $114K - $132K
11.4K $2.53M
GOOGL
Alphabet Inc.

Communication Services
-518
- 7.53%
$154.33 - $206.19 $79.9K - $107K
6.36K $983K
TSLA
Tesla, Inc.

Consumer Cyclical
-175
- 9.24%
$222.15 - $428.22 $38.9K - $74.9K
1.72K $445K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.61K
- 1.68%
$23.16 - $27.04 $37.2K - $43.4K
94K $2.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.65K
- 2.09%
$16.57 - $18.85 $43.9K - $50K
124K $2.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.65K
- 3.3%
$21.75 - $24.28 $79.4K - $88.6K
107K $2.36M
SOXX
Ishares Semiconductor ETF

ETFs
-221
- 3.88%
$188.17 - $235.81 $41.6K - $52.1K
5.47K $1.03M
GOOG
Alphabet Inc.

Communication Services
-423
- 12.28%
$156.06 - $207.71 $66K - $87.9K
3.02K $472K
DIS
Walt Disney CO

Communication Services
-957
- 13.63%
$96.87 - $114.0 $92.7K - $109K
6.06K $598K
META
Meta Platforms, Inc.

Communication Services
-130
- 2.74%
$576.36 - $736.67 $74.9K - $95.8K
4.61K $2.66M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-630
- 0.81%
$25.58 - $29.24 $16.1K - $18.4K
77.1K $2.02M
VHT
Vanguard Health Care ETF

ETFs
-602
- 13.5%
$254.06 - $273.83 $153K - $165K
3.86K $1.02M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.25K
- 6.13%
$39.02 - $42.89 $48.9K - $53.7K
19.2K $757K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.07K
- 1.79%
$30.73 - $32.26 $33K - $34.6K
58.7K $1.81M
PFE
Pfizer Inc

Healthcare
-1.71K
- 7.77%
$25.01 - $27.13 $42.8K - $46.5K
20.3K $515K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.04K
- 9.1%
$25.69 - $26.89 $104K - $109K
40.4K $1.09M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.49K
- 13.55%
$25.83 - $27.09 $64.4K - $67.5K
15.9K $424K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.66K
- 4.25%
$73.78 - $76.59 $123K - $127K
37.5K $2.87M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.87K
- 10.37%
$25.77 - $27.6 $48.2K - $51.6K
16.1K $429K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-193
- 12.82%
$157.71 - $180.77 $30.4K - $34.9K
1.31K $210K
VIG
Vanguard Dividend Appreciation

ETFs
-161
- 1.31%
N/A
12.1K $2.21M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.39K
- 13.12%
$25.81 - $28.52 $36K - $39.7K
9.22K $254K
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 2.46%
$347.25 - $424.87 $7.29K - $8.92K
831 $304K
DIV
Global X Superdividend Us ETF

ETFs
-1.3K
- 6.86%
N/A
17.6K $302K
XLB
Select Sector Spdr Fd Material

ETFs
-591
- 3.24%
$83.19 - $90.99 $49.2K - $53.8K
17.7K $1.52M
VTV
Vanguard Value ETF

ETFs
-113
- 8.55%
$167.73 - $179.21 $19K - $20.3K
1.21K $208K
VO
Vanguard Mid Cap ETF

ETFs
-10
- 0.58%
$251.87 - $277.95 $2.52K - $2.78K
1.72K $444K
XLI
Industrial Sector Spdr

ETFs
-12
- 0.09%
$128.78 - $141.67 $1.55K - $1.7K
12.8K $1.67M
PMM
Putnam Managed Municipal Income Trust

Financial Services
-1.98K
- 5.89%
$5.99 - $6.38 $11.9K - $12.7K
31.7K $194K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-200
- 4.56%
$48.43 - $49.9 $9.69K - $9.98K
4.19K $209K
XLP
Consumer Staples Sector Spdr

ETFs
-37
- 1.3%
N/A
2.8K $213K
HYG
Ishares Tr

ETFs
-75
- 0.52%
$78.51 - $80.11 $5.89K - $6.01K
14.2K $1.12M
INKM
Ssga Active ETF Tr

ETFs
-125
- 1.94%
$31.0 - $32.23 $3.88K - $4.03K
6.32K $200K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-100
- 1.41%
N/A
7.01K $0
Amplify ETF Tr
-540
- 1.13%
N/A
47.4K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-1.27K
- 2.42%
N/A
51.2K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.35K
- 1.09%
N/A
122K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-6.55K
- 3.88%
N/A
162K $0
Aim ETF Products Trust
-1.43K
- 17.86%
N/A
6.55K $0
FTSD
Franklin ETF Tr Liberty Short

ETFs
-73
- 0.26%
$90.09 - $90.89 $6.58K - $6.63K
28.1K $2.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-280
- 2.59%
$18.36 - $20.51 $5.14K - $5.74K
10.5K $208K
SOCL
Global X Fds Global X Social M

ETFs
-414
- 1.88%
$41.9 - $49.8 $17.3K - $20.6K
21.6K $946K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-100
- 1.1%
$100.59 - $103.47 $10.1K - $10.3K
8.98K $929K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-250
- 3.16%
$68.32 - $75.06 $17.1K - $18.8K
7.66K $572K
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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