Joseph P. Lucia & Associates, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$218.8B
Holdings
140
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $9.1M |
NOBLPROSHARES TR | $8.0M |
SMHVANECK ETF TRUST | $7.9M |
SCHBSCHWAB STRATEGIC TR | $7.4M |
AMZNAMAZON COM INC | $6.4M |
SCHGSCHWAB STRATEGIC TR | $6.0M |
RSPFINVESCO EXCHANGE TRADED FD T | $5.9M |
RSPTINVESCO EXCHANGE TRADED FD T | $5.5M |
NVDANVIDIA CORPORATION | $5.5M |
SPYSPDR S&P 500 ETF TR | $5.1M |
XLKSELECT SECTOR SPDR TR | $5.0M |
NDQINVESCO QQQ TR | $4.8M |
SCHDSCHWAB STRATEGIC TR | $4.7M |
JEPIJ P MORGAN EXCHANGE TRADED F | $4.6M |
AQLTISHARES TR | $4.4M |
AGGISHARES TR | $4.0M |
RSPINVESCO EXCHANGE TRADED FD T | $3.7M |
LQDISHARES TR | $3.7M |
RSPHINVESCO EXCHANGE TRADED FD T | $3.6M |
XLFSELECT SECTOR SPDR TR | $3.6M |
XLESELECT SECTOR SPDR TR | $3.5M |
HACKAMPLIFY ETF TR | $3.4M |
XLVSELECT SECTOR SPDR TR | $3.1M |
BIVVANGUARD BD INDEX FDS | $2.9M |
METAMETA PLATFORMS INC | $2.7M |
VOTVANGUARD INDEX FDS | $2.6M |
FTSDFRANKLIN ETF TR | $2.5M |
VBVANGUARD INDEX FDS | $2.5M |
RSPNINVESCO EXCHANGE TRADED FD T | $2.5M |
RSPGINVESCO EXCHANGE TRADED FD T | $2.4M |
SCHXSCHWAB STRATEGIC TR | $2.4M |
VIGVANGUARD SPECIALIZED FUNDS | $2.4M |
SDOGALPS ETF TR | $2.3M |
SCHASCHWAB STRATEGIC TR | $2.2M |
QYLDGLOBAL X FDS | $2.1M |
SCHMSCHWAB STRATEGIC TR | $2.0M |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.9M |
TLTISHARES TR | $1.9M |
PFFISHARES TR | $1.8M |
PFXFVANECK ETF TRUST | $1.7M |
AVUVAMERICAN CENTY ETF TR | $1.7M |
XLISELECT SECTOR SPDR TR | $1.7M |
JANWAIM ETF PRODUCTS TRUST | $1.7M |
RSPSINVESCO EXCHANGE TRADED FD T | $1.6M |
ETENERGY TRANSFER L P | $1.6M |
XLBSELECT SECTOR SPDR TR | $1.5M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.5M |
BXSLBLACKSTONE SECD LENDING FD | $1.3M |
KIOKKR INCOME OPPORTUNITIES FD | $1.3M |
BACVERIZON COMMUNICATIONS INC | $1.2M |
UBERUBER TECHNOLOGIES INC | $1.2M |
RSPDINVESCO EXCHANGE TRADED FD T | $1.2M |
FLOTISHARES TR | $1.2M |
WQTMWISDOMTREE TR | $1.2M |
HYGISHARES TR | $1.1M |
LVLNSPDR SER TR | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
SCHPSCHWAB STRATEGIC TR | $1.1M |
SOXXISHARES TR | $1.0M |
VHTVANGUARD WORLD FD | $1.0M |
IHIISHARES TR | $1.0M |
PNQIINVESCO EXCHANGE TRADED FD T | $1.0M |
GOOGLALPHABET INC | $984K |
EDCONSOLIDATED EDISON INC | $968K |
SOCLGLOBAL X FDS | $947K |
XLUSELECT SECTOR SPDR TR | $936K |
STIPISHARES TR | $929K |
MSFTMICROSOFT CORP | $869K |
ITA*ISHARES TR | $806K |
SDSIAMERICAN CENTY ETF TR | $804K |
BTCGRAYSCALE BITCOIN MINI TR ET | $785K |
XYLDGLOBAL X FDS | $758K |
XNTKSPDR SER TR | $753K |
BINCBLACKROCK ETF TRUST II | $634K |
SEPWAIM ETF PRODUCTS TRUST | $622K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $613K |
DISDISNEY WALT CO | $599K |
BUGGLOBAL X FDS | $573K |
SPLVINVESCO EXCH TRADED FD TR II | $572K |
VOEVANGUARD INDEX FDS | $558K |
NVBWAIM ETF PRODUCTS TRUST | $551K |
XLYSELECT SECTOR SPDR TR | $532K |
PFEPFIZER INC | $515K |
ETWEATON VANCE TAX-MANAGED GLOB | $509K |
RSPUINVESCO EXCHANGE TRADED FD T | $488K |
GOOGALPHABET INC | $472K |
VOOVANGUARD INDEX FDS | $453K |
DIVOAMPLIFY ETF TR | $453K |
GQ9SPDR GOLD TR | $449K |
TSLATESLA INC | $445K |
VOVANGUARD INDEX FDS | $444K |
SCHVSCHWAB STRATEGIC TR | $429K |
BABINVESCO EXCH TRADED FD TR II | $424K |
IWPISHARES TR | $417K |
SHYISHARES TR | $414K |
KHPIMANAGED PORTFOLIO SERIES | $405K |
FEBWAIM ETF PRODUCTS TRUST | $397K |
XLRESELECT SECTOR SPDR TR | $394K |
NFLXNETFLIX INC | $380K |
FDGAMERICAN CENTY ETF TR | $373K |
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