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Lucia Wealth Services, LLC

13F
Lucia Wealth Services, LLC
Last update 2020-11-10 168 Stocks (10 new)
Value $396.00 Mil Turnover 8 %
Countries:
Lucia Wealth Services, LLC Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JNJ
Johnson & Johnson
191,956
28,578.0
+4.84%
7.220
+0.33%
0.010
+9.76%
+18.87%
406,867.0
Drug Manufacturers
AAPL
Apple Inc
221,722
25,678.0
+1.39%
6.490
+0.09%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
110,559
23,254.0
+4.55%
5.880
+0.26%
0.000
+35.37%
+20.48%
3,759,901.0
Software
BR
Broadridge Financial Solutions Inc
157,753
20,823.0
+2.88%
5.260
+0.15%
0.140
+3.08%
+8.14%
28,501.3
Software
PARA
Paramount Global
689,859
19,323.0
+2.12%
4.890
+0.10%
0.110
+18.35%
+27.27%
9,306.7
Media - Diversified
MRK
Merck & Co Inc
222,832
18,484.0
+8.33%
4.670
+0.36%
0.010
+7.72%
-14.00%
210,876.4
Drug Manufacturers
KMB
Kimberly-Clark Corp
112,322
16,586.0
+4.25%
4.190
+0.17%
0.030
-3.35%
-0.73%
42,382.9
Consumer Packaged Goods
GOOG
Alphabet Inc
203,600
14,961.0
+3.55%
3.780
+0.13%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
HSY
The Hershey Co
99,155
14,213.0
+5.52%
3.590
+0.19%
0.050
+10.91%
+10.05%
37,123.1
Consumer Packaged Goods
ADP
Automatic Data Processing Inc
80,279
11,198.0
+5.78%
2.830
+0.15%
0.020
+4.16%
+5.00%
123,493.9
Software

Lucia Wealth Services, LLC's Historical Top Holdings Breakdowns

Lucia Wealth Services, LLC Total Holding History ($B)

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Lucia Wealth Services, LLC's Asset Allocation

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Lucia Wealth Services, LLC Past Portfolios

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

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Lucia Wealth Services, LLC's Hypothetical Growth since 2020-09-30

Lucia Wealth Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lucia Wealth Services, LLC's Holdings Heat Map

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Lucia Wealth Services, LLC's Holdings Bubble Chart

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