Joseph P. Lucia & Associates, LLC
Q4 2024 13F Holdings
- Locationyorktown heights, NY
- Num holdings
146
- Value ($000)
$224,960
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001775391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.82M | 5 % | 43,207 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $9.30M | 4 % | 38,418 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.66M | 3 % | 337,242 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $7.51M | 3 % | 75,447 | ||
AMZN AMAZON COM INC | COM | 023135106 | $7.46M | 3 % | 34,006 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.63M | 3 % | 49,377 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.58M | 3 % | 235,924 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $6.31M | 3 % | 168,619 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $5.89M | 3 % | 81,395 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.68M | 3 % | 24,418 |
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