Joseph P. Lucia & Associates, LLC Portfolio Holdings
Joseph P. Lucia & Associates, LLC
- $218 Million
- Q3 2025
Joseph P. Lucia & Associates, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $218 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Semiconductor Et with a value of $12.1M, Apple Inc. with a value of $10.5M, Nvidia Corp with a value of $9.66M, Schwab Strategic Tr Us Broad M with a value of $8.37M, and Proshares S&P 500 Dividend Ari with a value of $8.32M.
Examining the 13F form we can see an increase of $15.9M in the current position value, from $202M to 218M.
Below you can find more details about Joseph P. Lucia & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
ETFs: $166 Million
Technology: $26.5 Million
Consumer Cyclical: $8.5 Million
Communication Services: $8.46 Million
Financial Services: $4.96 Million
Energy: $1.64 Million
Utilities: $779,000
Healthcare: $653,000
Other: $784,000