Joseph P. Lucia & Associates, LLC Closed Holding Positions

Joseph P. Lucia & Associates, LLC

  • $186 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
38
$26.55 - $40.57 $1.01K - $1.54K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Feb 04, 2022
26,250
$40.93 - $54.57 $1.07M - $1.43M
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 04, 2022
600
$86.79 - $100.15 $52.1K - $60.1K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 04, 2022
833
$52.76 - $60.06 $43.9K - $50K
COP
Conocophillips

Energy
Q4 2021 Filed on Feb 04, 2022
500
$68.6 - $77.03 $34.3K - $38.5K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 04, 2022
34
$28.67 - $37.13 $975 - $1.26K
BFLY
Butterfly Network, Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
50
$6.39 - $11.22 $320 - $561
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
1
$46.17 - $55.37 $46.2 - $55.4
UVXY
Pro Shares Trust Ii

ETFs
Q4 2021 Filed on Feb 04, 2022
40
$12.43 - $24.17 $497 - $967
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 04, 2022
500
$125.2 - $162.72 $62.6K - $81.4K
AVDE
American Centy ETF Tr Avantis

ETFs
Q4 2021 Filed on Feb 04, 2022
316
$60.93 - $65.74 $19.3K - $20.8K
WTI
W&T Offshore Inc

Energy
Q4 2021 Filed on Feb 04, 2022
3,745
$3.08 - $4.67 $11.5K - $17.5K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Feb 04, 2022
7
$387.01 - $505.58 $2.71K - $3.54K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
35
$50.61 - $54.21 $1.77K - $1.9K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 04, 2022
62
$47.71 - $57.4 $2.96K - $3.56K
Bhp Group PLC
Q4 2021 Filed on Feb 04, 2022
200
N/A
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,100
$9.6 - $10.42 $10.6K - $11.5K
MVST
Microvast Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 04, 2022
20
$5.53 - $9.87 $111 - $197
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 04, 2022
80
$84.47 - $85.89 $6.76K - $6.87K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q4 2021 Filed on Feb 04, 2022
200
$21.78 - $22.33 $4.36K - $4.47K
SPXU
Proshares Tr Proshares Ultrapr

ETFs
Q4 2021 Filed on Feb 04, 2022
400
$61.1 - $87.85 $24.4K - $35.1K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q4 2021 Filed on Feb 04, 2022
765
$26.43 - $31.29 $20.2K - $23.9K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Feb 04, 2022
14
$172.65 - $193.08 $2.42K - $2.7K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
24
$95.77 - $138.0 $2.3K - $3.31K
BFZ
Blackrock California Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 04, 2022
3,850
$14.36 - $14.9 $55.3K - $57.4K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,500
$16.07 - $17.1 $24.1K - $25.7K
YALA
Yalla Group LTD

Technology
Q4 2021 Filed on Feb 04, 2022
100
$5.92 - $9.31 $592 - $931
ZOM
Zomedica Corp.

Healthcare
Q4 2021 Filed on Feb 04, 2022
750
$0.31 - $0.58 $233 - $435
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Feb 04, 2022
22
$148.05 - $191.65 $3.26K - $4.22K
CHY
Calamos Convertible & High Income Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,395
$15.44 - $17.08 $21.5K - $23.8K
HNDL
Strategy Shs

ETFs
Q4 2021 Filed on Feb 04, 2022
100
$25.0 - $26.22 $2.5K - $2.62K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 04, 2022
41
$55.67 - $65.14 $2.28K - $2.67K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
30
$17.11 - $42.07 $513 - $1.26K
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
200
$14.42 - $15.39 $2.88K - $3.08K
MAT
Mattel Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
230
$18.35 - $22.86 $4.22K - $5.26K
SPG
Simon Property Group Inc

Real Estate
Q4 2021 Filed on Feb 04, 2022
175
$131.39 - $170.5 $23K - $29.8K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2021 Filed on Feb 04, 2022
58
$39.83 - $47.96 $2.31K - $2.78K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 04, 2022
9
$184.24 - $201.29 $1.66K - $1.81K
RIOT
Riot Blockchain, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
570
$22.33 - $44.19 $12.7K - $25.2K
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 04, 2022
10
$301.06 - $339.69 $3.01K - $3.4K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q4 2021 Filed on Feb 04, 2022
200
$27.4 - $33.26 $5.48K - $6.65K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q4 2021 Filed on Feb 04, 2022
140
$49.7 - $58.86 $6.96K - $8.24K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
5
$415.85 - $478.97 $2.08K - $2.39K
VRME
Verify Me, Inc.

Industrials
Q4 2021 Filed on Feb 04, 2022
150
$3.16 - $3.98 $474 - $597
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 04, 2022
200
$22.73 - $26.26 $4.55K - $5.25K
APH
Amphenol Corp

Technology
Q4 2021 Filed on Feb 04, 2022
100
$73.54 - $87.94 $7.35K - $8.79K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2021 Filed on Oct 13, 2021
500
$89.9 - $105.94 $45K - $53K
ADI
Analog Devices Inc

Technology
Q3 2021 Filed on Oct 13, 2021
1
$158.98 - $178.53 $159 - $179
ONDS
Ondas Holdings Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
200
$6.14 - $9.62 $1.23K - $1.92K
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