Joseph P. Lucia & Associates, LLC Closed Holding Positions

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
30
$17.11 - $42.07 $513 - $1.26K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 04, 2022
200
$22.73 - $26.26 $4.55K - $5.25K
HNDL
Strategy Shs

ETFs
Q4 2021 Filed on Feb 04, 2022
100
$25.0 - $26.22 $2.5K - $2.62K
TTCF
Tattooed Chef, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
46
$15.16 - $18.83 $697 - $866
VRME
Verify Me, Inc.

Industrials
Q4 2021 Filed on Feb 04, 2022
150
$3.16 - $3.98 $474 - $597
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
YALA
Yalla Group LTD

Technology
Q4 2021 Filed on Feb 04, 2022
100
$5.92 - $9.31 $592 - $931
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
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
60
$33.65 - $37.56 $2.02K - $2.25K
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2021 Filed on Feb 04, 2022
600
$45.6 - $51.52 $27.4K - $30.9K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
Q4 2021 Filed on Feb 04, 2022
100
$14.68 - $15.93 $1.47K - $1.59K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q4 2021 Filed on Feb 04, 2022
100
$16.67 - $17.55 $1.67K - $1.76K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2021 Filed on Feb 04, 2022
500
$50.36 - $50.49 $25.2K - $25.2K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 04, 2022
100
$14.54 - $16.7 $1.45K - $1.67K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
200
$19.94 - $26.96 $3.99K - $5.39K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q4 2021 Filed on Feb 04, 2022
140
$49.7 - $58.86 $6.96K - $8.24K
ZOM
Zomedica Corp.

Healthcare
Q4 2021 Filed on Feb 04, 2022
750
$0.31 - $0.58 $233 - $435
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
100
$42.64 - $48.7 $4.26K - $4.87K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 04, 2022
41
$55.67 - $65.14 $2.28K - $2.67K
SPG
Simon Property Group Inc

Real Estate
Q4 2021 Filed on Feb 04, 2022
175
$131.39 - $170.5 $23K - $29.8K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
35
$50.61 - $54.21 $1.77K - $1.9K
MVST
Microvast Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 04, 2022
20
$5.53 - $9.87 $111 - $197
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
VRT
Vertiv Holdings CO

Industrials
Q4 2021 Filed on Feb 04, 2022
131
$21.71 - $27.63 $2.84K - $3.62K
MAT
Mattel Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
230
$18.35 - $22.86 $4.22K - $5.26K
Bhp Group PLC
Q4 2021 Filed on Feb 04, 2022
200
N/A
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Feb 04, 2022
7
$387.01 - $505.58 $2.71K - $3.54K
APH
Amphenol Corp

Technology
Q4 2021 Filed on Feb 04, 2022
100
$73.54 - $87.94 $7.35K - $8.79K
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
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 04, 2022
62
$47.71 - $57.4 $2.96K - $3.56K
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
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Feb 04, 2022
22
$148.05 - $191.65 $3.26K - $4.22K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 04, 2022
9
$184.24 - $201.29 $1.66K - $1.81K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,500
$16.07 - $17.1 $24.1K - $25.7K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2021 Filed on Feb 04, 2022
58
$39.83 - $47.96 $2.31K - $2.78K
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
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
24
$95.77 - $138.0 $2.3K - $3.31K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Feb 04, 2022
14
$172.65 - $193.08 $2.42K - $2.7K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
5
$415.85 - $478.97 $2.08K - $2.39K
KRG
Kite Realty Group Trust

Real Estate
Q3 2021 Filed on Oct 13, 2021
880
$18.73 - $22.09 $16.5K - $19.4K
PATH
Ui Path, Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
41
$51.89 - $68.49 $2.13K - $2.81K
RCII
Rent A Center Inc De

Industrials
Q3 2021 Filed on Oct 13, 2021
500
$51.13 - $65.19 $25.6K - $32.6K
DMLP
Dorchester Minerals, L.P.

Energy
Q3 2021 Filed on Oct 13, 2021
100
$15.7 - $19.17 $1.57K - $1.92K
EXEL
Exelixis, Inc.

Healthcare
Q3 2021 Filed on Oct 13, 2021
2
$16.3 - $21.14 $32.6 - $42.3
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