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Joseph P. Lucia

Joseph P. Lucia & Associates, Llc

Assets Managed
$279.716M
Holdings
169
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
0.88%(2Q avg: 2.74%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Joseph P. Lucia & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Joseph P. Lucia & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 279.716M in assets, with a quarterly growth rate of 0.88% and a 2-quarter average growth rate of 2.74%. The portfolio is managed by Joseph P. Lucia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SMH
Vaneck Semiconductor Etf
Recent Activity
Decreased -1.66%
4.94%
$13.798M
35,988 shares@ $383.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.62%
4.21%
$11.75M
46,299 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.53%
3.47%
$9.695M
55,591 shares@ $174.41 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 3.41%
3.05%
$8.519M
339,416 shares@ $25.11 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Decreased -1.19%
2.96%
$8.271M
78,021 shares@ $106.01 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.91%
2.75%
$7.676M
11,777 shares@ $651.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.29%
2.7%
$7.546M
36,232 shares@ $208.28 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 12.41%
2.53%
$7.057M
135,898 shares@ $51.93 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.58%
2.36%
$6.592M
226,289 shares@ $29.14 avg price
RSPT
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.53%
2.36%
$6.586M
145,513 shares@ $45.26 avg price

1-10 of 169