Joseph P. Lucia & Associates, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$218.8M
Holdings
140
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (140 positions)
| Stock | Value |
|---|---|
LLYELI LILLY & CO | $372K |
PSPINVESCO EXCHANGE TRADED FD T | $370K |
BCATBLACKROCK CAP ALLOCATION TER | $347K |
KORPAMERICAN CENTY ETF TR | $343K |
IBITISHARES BITCOIN TRUST ETF | $337K |
DIVGLOBAL X FDS | $331K |
JPMJPMORGAN CHASE & CO. | $328K |
PFFVGLOBAL X FDS | $315K |
XLCSELECT SECTOR SPDR TR | $315K |
HDHOME DEPOT INC | $305K |
WMTWALMART INC | $300K |
VFHVANGUARD WORLD FD | $287K |
PGFINVESCO EXCHANGE TRADED FD T | $286K |
MARWAIM ETF PRODUCTS TRUST | $280K |
SPHDINVESCO EXCH TRADED FD TR II | $270K |
BKLNINVESCO EXCH TRADED FD TR II | $270K |
XOMEXXON MOBIL CORP | $261K |
SCHESCHWAB STRATEGIC TR | $254K |
DECWAIM ETF PRODUCTS TRUST | $253K |
VNQVANGUARD INDEX FDS | $249K |
IWCISHARES TR | $237K |
SHLDGLOBAL X FDS | $235K |
AQLTISHARES TR | $235K |
XLFISELECT SECTOR SPDR TR | $229K |
VTIVANGUARD INDEX FDS | $220K |
DHYCREDIT SUISSE HIGH YIELD BD | $217K |
DGTSPDR SER TR | $213K |
XARSPDR SER TR | $211K |
VUGVANGUARD INDEX FDS | $210K |
VTIPVANGUARD MALVERN FDS | $209K |
VTVVANGUARD INDEX FDS | $209K |
SCHFSCHWAB STRATEGIC TR | $208K |
PCYINVESCO EXCH TRADED FD TR II | $203K |
IYHISHARES TR | $202K |
APRWAIM ETF PRODUCTS TRUST | $202K |
INKMSSGA ACTIVE ETF TR | $201K |
MAYWAIM ETF PRODUCTS TRUST | $201K |
PMMPUTNAM MANAGED MUN INCOME TR | $194K |
ALDXALDEYRA THERAPEUTICS INC | $182K |
KULRKULR TECHNOLOGY GROUP INC | $30K |
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