Joseph P. Lucia & Associates, LLC Incresed Positions in Q4 2025

Joseph P. Lucia & Associates, LLC

  • $239 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
20.9K
+ 90.2%
$278.39 - $304.13 $5.82M - $6.36M
44.1K $12.7M
XLE
Energy Sector Spdr

ETFs
36.3K
+ 106.65%
$85.22 - $92.02 $3.09M - $3.34M
70.3K $6.47M
XLU
Utilities Sector Spdr

ETFs
33K
+ 183.49%
$87.89 - $92.9 $2.9M - $3.07M
51K $4.52M
AAPL
Apple Inc.

Technology
6.49K
+ 15.8%
$245.27 - $275.25 $1.59M - $1.79M
47.5K $12.7M
XLB
Select Sector Spdr Fd Material

ETFs
23.3K
+ 118.0%
$84.72 - $89.9 $1.97M - $2.09M
43K $3.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2K
+ 137.59%
$600.51 - $631.95 $1.2M - $1.27M
3.46K $2.14M
AMZN
Amazon Com Inc

Consumer Cyclical
578
+ 1.66%
$213.04 - $254.0 $123K - $147K
35.4K $8.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.58K
+ 15.1%
$99.87 - $101.27 $657K - $667K
50.2K $5.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.74K
+ 16.8%
$110.25 - $112.92 $633K - $648K
39.9K $4.4M
NVDA
Nvidia Corp

Technology
2.99K
+ 5.78%
$179.83 - $207.04 $538K - $619K
54.8K $10.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.5K
+ 16.04%
$77.73 - $78.84 $428K - $434K
39.8K $3.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
622
+ 5.75%
$653.02 - $687.39 $406K - $428K
11.4K $7.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.44K
+ 10.18%
$185.12 - $192.11 $452K - $469K
26.4K $4.95M
GOOGL
Alphabet Inc.

Communication Services
467
+ 7.16%
$236.57 - $291.31 $110K - $136K
6.99K $1.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.05K
+ 5.46%
$26.44 - $27.53 $239K - $249K
175K $4.76M
XLY
Select Sector Spdr Consumer Di

ETFs
977
+ 40.91%
$228.75 - $242.18 $223K - $237K
3.37K $776K
XLF
Financial Sector Spdr

ETFs
5.74K
+ 7.54%
$51.76 - $53.77 $297K - $308K
81.8K $4.29M
XOM
Exxon Mobil Corp

Energy
1.33K
+ 63.07%
$110.64 - $119.78 $147K - $159K
3.43K $403K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.29K
+ 27.88%
$32.53 - $35.95 $205K - $226K
28.9K $942K
CRWD
Crowd Strike Holdings, Inc.

Technology
201
+ 27.69%
$482.23 - $557.53 $96.9K - $112K
927 $498K
XLC
Select Sector Spdr Tr Communic

ETFs
1.37K
+ 26.92%
$111.33 - $117.16 $153K - $161K
6.46K $719K
AVDV
American Centy ETF Tr Avantis

ETFs
1.14K
+ 12.17%
$87.37 - $90.92 $99.8K - $104K
10.5K $949K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.83K
+ 0.87%
$25.2 - $26.46 $71.2K - $74.7K
328K $8.48M
VNQ
Vanguard Specialized Funds Van

ETFs
1.08K
+ 35.79%
$88.13 - $92.69 $94.7K - $99.6K
4.08K $365K
IAU
Ishares Gold Trust

ETFs
928
+ 27.05%
$72.65 - $82.5 $67.4K - $76.6K
4.36K $335K
CAT
Caterpillar Inc

Industrials
90
+ 19.87%
$480.82 - $585.49 $43.3K - $52.7K
543 $299K
EOSE
Eos Energy Enterprises, Inc.

Industrials
3.62K
+ 35.77%
$12.36 - $19.19 $44.8K - $69.5K
13.7K $194K
WMT
Walmart Inc.

Consumer Defensive
809
+ 23.89%
$101.18 - $109.03 $81.9K - $88.2K
4.2K $431K
AVGO
Broadcom Inc.

Technology
161
+ 10.02%
$324.63 - $385.98 $52.3K - $62.1K
1.77K $605K
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 0.75%
$589.5 - $635.77 $41.9K - $45.1K
9.55K $5.77M
TSLA
Tesla, Inc.

Consumer Cyclical
257
+ 24.15%
$401.99 - $468.37 $103K - $120K
1.32K $540K
AVDE
American Centy ETF Tr Avantis

ETFs
580
+ 7.31%
$77.65 - $81.2 $45K - $47.1K
8.52K $683K
VTI
Vanguard Total Stock Market Et

ETFs
80
+ 10.6%
$321.8 - $337.95 $25.7K - $27K
835 $275K
BCAT
Black Rock Capital Allocation Trust

ETFs
2.7K
+ 7.79%
$14.23 - $14.95 $38.3K - $40.3K
37.3K $530K
HYG
Ishares Tr

ETFs
403
+ 2.92%
$79.95 - $81.28 $32.2K - $32.8K
14.2K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
102
+ 0.83%
N/A
12.3K $2.24M
KORP
American Centy ETF Tr Diversif

ETFs
390
+ 2.46%
$47.27 - $48.16 $18.4K - $18.8K
16.2K $766K
AIQ
Global X Funds Global X Artifi

ETFs
169
+ 3.49%
$48.93 - $53.56 $8.27K - $9.05K
5.02K $251K
ED
Consolidated Edison Inc

Utilities
12
+ 0.15%
$96.11 - $102.39 $1.15K - $1.23K
7.76K $789K
ITA
Ishares Tr

ETFs
108
+ 1.65%
$205.04 - $218.9 $22.1K - $23.6K
6.65K $1.37M
BAC
Bank Of America Corp

Financial Services
1
+ 0.02%
$48.65 - $54.11 $48.7 - $54.1
4.2K $216K
Blackrock ETF Trust Ii
54.2K
+ 81.34%
N/A
121K $0
Aim ETF Products Trust
129
+ 1.55%
N/A
8.43K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
167
+ 2.38%
N/A
7.17K $0
Ishares Bitcoin Trust ETF
3.42K
+ 38.66%
N/A
12.3K $0
Schwab Strategic Tr
5.68K
+ 29.86%
N/A
24.7K $0
Spinnaker ETF Series
870
+ 10.31%
N/A
9.31K $0
Managed Portfolio Series
2.86K
+ 10.75%
N/A
29.5K $0
PFE
Pfizer Inc

Healthcare
88
+ 1.02%
$24.23 - $27.37 $2.13K - $2.41K
8.73K $218K
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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