JP

Joseph P. Lucia & Associates, LLC

13F
Joseph P. Lucia & Associates, LLC
Last update 2025-05-14 140 Stocks (9 new)
Value $219.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(4.14%)NOBL(3.65%)SMH(3.61%)SCHB(3.40%)AMZN(2.94%)
Summary Stock Picks Current Portfolio
Joseph P. Lucia & Associates, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
40,823
9,068.0
-5.52%
4.140
-0.27%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
78,089
7,979.1
+3.50%
3.650
+0.12%
0.070
+8.02%
+5.95%
11,662.2
 
SMH
VanEck Vectors Semiconductor ETF
37,356
7,899.6
-2.76%
3.610
-0.11%
0.040
+44.09%
+18.35%
26,982.3
 
SCHB
Schwab U.S. Broad Market ETF
345,692
7,442.8
+2.51%
3.400
+0.08%
0.020
+19.13%
+8.48%
35,306.3
 
AMZN
Amazon.com Inc
33,800
6,430.8
-0.61%
2.940
-0.02%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
SCHG
Schwab U.S. Large-Cap Growth ETF
238,750
5,978.3
+1.20%
2.730
+0.03%
0.020
+23.74%
+7.64%
45,727.4
 
RYF
Invesco S P 500 Equal Weight Financials ETF
Invesco S P 500 Equal Weight Financials ETF
81,520
5,912.6
+0.15%
2.700
0%
-
+15.38%
+7.49%
0
 
RYT
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
162,072
5,542.9
-3.88%
2.530
-0.11%
-
+31.02%
+11.37%
0
 
NVDA
NVIDIA Corp
50,659
5,490.4
+2.60%
2.510
+0.06%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
SPY
SPDR S&P 500 ETF Trust
9,078
5,078.3
+6.21%
2.320
+0.14%
0.000
+18.80%
+8.86%
654,366.5
 

Joseph P. Lucia & Associates, LLC's Historical Top Holdings Breakdowns

Joseph P. Lucia & Associates, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RCD
Invesco S P 500 Equal Weight Consumer Discretionary ETF
Invesco S P 500 Equal Weight Consumer Discretionary ETF
2025-03-31
Sold Out
Sold Out
-0.58%
●
23.38 ($24.62) 25.44
$23.60
-4.14%
Sold Out
0
-24,363
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
2025-03-31
New Buy
New Buy
+0.56%
●
48.88 ($53.15) 55.84
$56.67
6.62%
New holding
24,363
24,363
AZBJ
AZBJ
2025-03-31
Add
Add
+0.45%
●
32.9 ($33.76) 34.29
$25.59
-24.20%
Add 146.68%
50,360
29,945
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.27%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Reduce -5.52%
40,823
-2,384
BXSL
Blackstone Secured Lending Fund
2025-03-31
Add
Add
+0.20%
●
31.3 ($32.97) 34.5
$32.55
-1.27%
Add 49.53%
41,491
13,744
ET
Energy Transfer LP
2025-03-31
Add
Add
+0.19%
●
17.26 ($19.48) 21.08
$17.44
-10.47%
Add 32.98%
88,262
21,892
KHPI
Kensington Hedged Premium Income ETF
Kensington Hedged Premium Income ETF
2025-03-31
New Buy
New Buy
+0.19%
●
23.96 ($25.18) 25.9
$25.66
1.91%
New holding
16,910
16,910
FEBW
AllianzIM U.S. Large Cap Buffer20 Feb ETF
AllianzIM U.S. Large Cap Buffer20 Feb ETF
2025-03-31
New Buy
New Buy
+0.18%
●
30.15 ($30.95) 31.47
$32.31
4.40%
New holding
13,075
13,075
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.17%
●
47.32 ($50.16) 52.19
$53.10
5.86%
Add 11.88%
72,142
7,659
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.16%
●
51.89 ($52.37) 52.82
$52.74
0.71%
Add 122.45%
12,108
6,665

Joseph P. Lucia & Associates, LLC Total Holding History ($B)

To

Joseph P. Lucia & Associates, LLC's Asset Allocation

To

Joseph P. Lucia & Associates, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Joseph P. Lucia & Associates, LLC's Hypothetical Growth since 2025-03-31

Joseph P. Lucia & Associates, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Joseph P. Lucia & Associates, LLC's Holdings Heat Map

Size field:

Joseph P. Lucia & Associates, LLC's Holdings Bubble Chart

Joseph P. Lucia & Associates, LLC News

  • 1

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