Joseph P. Lucia & Associates, LLC Portfolio Holdings
Joseph P. Lucia & Associates, LLC
- $186 Million
- Q3 2024
Joseph P. Lucia & Associates, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $186 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.2M, Vaneck ETF Tr Semiconductor Et with a value of $9.48M, Proshares S&P 500 Dividend Ari with a value of $8.09M, Schwab Strategic Tr Us Broad M with a value of $7.35M, and Amazon Com Inc with a value of $6.31M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $168M to 186M.
Below you can find more details about Joseph P. Lucia & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $143 Million
Technology: $20.6 Million
Consumer Cyclical: $7.07 Million
Communication Services: $6.79 Million
Financial Services: $4.34 Million
Healthcare: $1.6 Million
Utilities: $893,000
Energy: $845,000
Other: $215,000