Joseph P. Lucia & Associates, LLC
Q1 2025 13F Holdings
- Locationyorktown heights, NY
- Num holdings
140
- Value ($000)
$218,847
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $9.07M | 4 % | 40,823 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $7.98M | 4 % | 78,089 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $7.90M | 4 % | 37,356 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.44M | 3 % | 345,692 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.43M | 3 % | 33,800 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.98M | 3 % | 238,750 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $5.91M | 3 % | 81,520 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $5.54M | 3 % | 162,072 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.49M | 3 % | 50,659 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.08M | 2 % | 9,078 |
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