Joseph P. Lucia & Associates, LLC Purchases in Q4 2024

Joseph P. Lucia & Associates, LLC

  • $192 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSD
Franklin ETF Tr Liberty Short

ETFs
13.5K
+ 91.77%
$89.95 - $90.89 $1.21M - $1.22M
28.2K $2.54M
AMZN
Amazon Com Inc

Consumer Cyclical
120
+ 0.35%
$180.88 - $232.93 $21.7K - $28K
34K $7.46M
NVDA
Nvidia Corp

Technology
2.75K
+ 5.89%
$117.0 - $148.88 $321K - $409K
49.4K $6.63M
XLF
Financial Sector Spdr

ETFs
12.2K
+ 23.44%
$44.89 - $51.34 $550K - $629K
64.5K $3.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.04K
+ 17.48%
$174.22 - $187.62 $529K - $569K
20.4K $3.57M
ET
Energy Transfer LP

Energy
13.7K
+ 25.99%
$16.05 - $19.86 $220K - $272K
66.4K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
452
+ 4.73%
$481.22 - $538.17 $218K - $243K
10K $5.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
177K
+ 301.12%
$25.93 - $105.3 $4.59M - $18.6M
236K $6.58M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.28K
+ 19.02%
$106.56 - $113.11 $562K - $597K
33K $3.53M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.25K
+ 15.37%
$96.64 - $101.23 $508K - $532K
39.4K $3.82M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
3.13K
+ 9.85%
$31.2 - $41.46 $97.6K - $130K
34.9K $1.31M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.16%
$213.65 - $479.86 $641 - $1.44K
1.89K $764K
VB
Vanguard Small Cap ETF

ETFs
943
+ 8.59%
$233.76 - $261.58 $220K - $247K
11.9K $2.86M
BCAT
Black Rock Capital Allocation Trust

ETFs
16.8K
New
$15.1 - $16.65 $254K - $280K
16.8K $255K
XOM
Exxon Mobil Corp

Energy
2.2K
New
$105.51 - $125.37 $232K - $275K
2.2K $236K
XLU
Utilities Sector Spdr

ETFs
3.61K
+ 44.18%
$74.89 - $82.93 $271K - $300K
11.8K $892K
VTV
Vanguard Value ETF

ETFs
1.32K
New
$168.32 - $181.87 $223K - $240K
1.32K $223K
SPY
Spdr S&P 500 ETF Trust

ETFs
187
+ 2.24%
$567.81 - $607.81 $106K - $114K
8.55K $5.01M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.23K
New
$63.58 - $71.15 $206K - $230K
3.23K $210K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3.21K
New
$57.27 - $71.33 $184K - $229K
3.21K $209K
KORP
American Centy ETF Tr Diversif

ETFs
4.55K
New
$45.76 - $48.27 $208K - $220K
4.55K $208K
IWM
Ishares Russell 2000 ETF

ETFs
944
New
$216.13 - $242.4 $204K - $229K
944 $208K
XLI
Industrial Sector Spdr

ETFs
1.87K
+ 17.18%
$131.76 - $143.99 $247K - $270K
12.8K $1.68M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.84K
New
$104.59 - $118.05 $193K - $218K
1.84K $200K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10.1K
New
$19.82 - $21.55 $200K - $217K
10.1K $199K
GOOGL
Alphabet Inc.

Communication Services
98
+ 1.45%
$161.86 - $196.66 $15.9K - $19.3K
6.88K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.19K
+ 7.15%
$57.53 - $60.83 $298K - $316K
77.7K $4.47M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.29K
+ 9.01%
$29.25 - $33.27 $67.1K - $76.3K
27.7K $896K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
14.8K
+ 131.33%
$10.47 - $11.66 $155K - $173K
26.1K $272K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.26K
+ 5.8%
$42.94 - $49.52 $54.1K - $62.3K
23K $1.07M
GOOG
Alphabet Inc.

Communication Services
272
+ 8.57%
$163.08 - $198.16 $44.4K - $53.9K
3.45K $656K
XLY
Select Sector Spdr Consumer Di

ETFs
132
+ 5.15%
$194.8 - $239.43 $25.7K - $31.6K
2.7K $604K
KRE
Spdr S&P Regional Banking ETF

ETFs
358
+ 2.0%
$54.6 - $68.9 $19.5K - $24.7K
18.3K $1.1M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
9.38K
+ 80.98%
$10.01 - $10.82 $93.9K - $101K
21K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
606
+ 1.79%
$53.94 - $58.15 $32.7K - $35.2K
34.4K $1.94M
KULR
Kulr Technology Group, Inc.

Technology
22.4K
New
$0.27 - $4.8 $6.04K - $107K
22.4K $79K
SOXX
Ishares Semiconductor ETF

ETFs
703
+ 14.08%
$211.27 - $239.8 $149K - $169K
5.7K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
194
+ 29.48%
$385.02 - $431.37 $74.7K - $83.7K
852 $331K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.79K
+ 31.26%
$40.06 - $45.21 $71.5K - $80.7K
7.5K $305K
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 2.14%
$205.18 - $250.29 $5.75K - $7.01K
1.34K $320K
IWP
Ishares Russell Mid Cap Growth

ETFs
85
+ 2.48%
$116.4 - $138.52 $9.89K - $11.8K
3.51K $445K
BUG
Global X Fds Cybersecurity ETF

ETFs
793
+ 4.89%
$30.13 - $34.51 $23.9K - $27.4K
17K $545K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 9.1%
$442.29 - $483.08 $39.8K - $43.5K
1.08K $489K
GLD
Spdr Gold Trust

ETFs
120
+ 10.55%
$236.59 - $257.5 $28.4K - $30.9K
1.26K $304K
ITA
Ishares Tr

ETFs
265
+ 5.51%
$144.31 - $157.31 $38.2K - $41.7K
5.07K $737K
AVUV
American Centy ETF Tr Avantis

ETFs
32
+ 0.18%
$94.37 - $106.41 $3.02K - $3.41K
18.2K $1.75M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$280.04 - $302.45 $280 - $302
799 $231K
IBM
International Business Machines Corp

Technology
54
+ 1.18%
$204.9 - $238.04 $11.1K - $12.9K
4.65K $1.02M
SDSI
American Centy ETF Tr Short Du
9.79K
New
N/A
9.79K $0
Activity Summary
Buys All Purchases 77 New Holdings 16 Increased Positions 61 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Joseph P. Lucia & Associates, LLC Portfolio

Follow Joseph P. Lucia & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email