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Robert Lucia

@Andrews, Lucia Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$149.744MTotal holdings26
Assets growth rate6.13%Assets growth rate (2-Q avg)2.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Andrews, Lucia Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Andrews, Lucia Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.744M in assets, with a quarterly growth rate of 6.13% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Robert Lucia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHZSchwab Strategic Tr
Recent Activity
Exited
0%
$245,676
5,390 shares@ $45.58 avg price
SCHRSchwab Strategic Tr
Recent Activity
Exited
0%
$243,850
5,000 shares@ $48.77 avg price