Joseph P. Lucia & Associates, LLC Portfolio Holdings
Joseph P. Lucia & Associates, LLC
- $184 Million
- Q1 2025
Joseph P. Lucia & Associates, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.07M, Proshares S&P 500 Dividend Ari with a value of $7.98M, Vaneck ETF Tr Semiconductor Et with a value of $7.9M, Schwab Strategic Tr Us Broad M with a value of $7.44M, and Amazon Com Inc with a value of $6.43M.
Examining the 13F form we can see an decrease of $8.07M in the current position value, from $192M to 184M.
Below you can find more details about Joseph P. Lucia & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$184 Million
ETFs: $144 Million
Technology: $17.8 Million
Consumer Cyclical: $7.18 Million
Communication Services: $6.34 Million
Financial Services: $4.49 Million
Energy: $1.9 Million
Healthcare: $1.07 Million
Utilities: $968,000
Other: $300,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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