LW

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:
Top Holdings: JNJ(7.22%)AAPL(6.49%)MSFT(5.88%)BR(5.26%)MRK(4.67%)
Summary Stock Picks Current Portfolio
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
-5.97%
+6.37%
367,190.8
Drug Manufacturers
AAPL 		Apple Inc
221,722
25,678.0
+1.39%
6.490
+0.09%
0.000
-17.89%
-19.40%
3,007,477.9
Hardware
MSFT 		Microsoft Corp
110,559
23,254.0
+4.55%
5.880
+0.26%
0.000
+11.63%
+8.33%
3,380,766.9
Software
BR 		Broadridge Financial Solutions Inc
157,753
20,823.0
+2.88%
5.260
+0.15%
0.140
+1.55%
+5.70%
27,961.0
Software
PARA 		Paramount Global
689,859
19,323.0
+2.12%
4.890
+0.10%
0.110
+3.66%
+13.87%
8,429.1
Media - Diversified
MRK 		Merck & Co Inc
222,832
18,484.0
+8.33%
4.670
+0.36%
0.010
-12.28%
-21.08%
195,458.7
Drug Manufacturers
KMB 		Kimberly-Clark Corp
112,322
16,586.0
+4.25%
4.190
+0.17%
0.030
+0.53%
+7.60%
46,371.3
Consumer Packaged Goods
GOOG 		Alphabet Inc
203,600
14,961.0
+3.55%
3.780
+0.13%
0.000
-5.18%
-9.59%
2,076,807.8
Interactive Media
HSY 		The Hershey Co
99,155
14,213.0
+5.52%
3.590
+0.19%
0.050
-10.24%
-7.59%
31,172.6
Consumer Packaged Goods
ADP 		Automatic Data Processing Inc
80,279
11,198.0
+5.78%
2.830
+0.15%
0.020
+4.06%
+10.46%
130,565.1
Software

Lucia Wealth Services, LLC's Historical Top Holdings Breakdowns

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

To

Lucia Wealth Services, LLC's Asset Allocation

To

Lucia Wealth Services, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Lucia Wealth Services, LLC's Holdings Bubble Chart

Lucia Wealth Services, LLC News

  • 1

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