Joseph P. Lucia & Associates, LLC Portfolio Holdings
Joseph P. Lucia & Associates, LLC
- $192 Million
- Q4 2024
Joseph P. Lucia & Associates, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.8M, Vaneck ETF Tr Semiconductor Et with a value of $9.3M, Schwab Strategic Tr Us Broad M with a value of $7.66M, Proshares S&P 500 Dividend Ari with a value of $7.51M, and Amazon Com Inc with a value of $7.46M.
Examining the 13F form we can see an increase of $5.79M in the current position value, from $186M to 192M.
Below you can find more details about Joseph P. Lucia & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $147 Million
Technology: $20.8 Million
Consumer Cyclical: $8.56 Million
Communication Services: $7.1 Million
Financial Services: $4.61 Million
Energy: $1.54 Million
Healthcare: $1.08 Million
Utilities: $780,000
Other: $207,000