CIK 1775391
Joseph P. Lucia & Associates, LLC
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 37K | $1M+ | SH |
| AAPL | APPLE INC | 48K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 55K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 328K | $1M+ | SH |
| NOBL | PROSHARES TR | 79K | $1M+ | SH |
| AMZN | AMAZON COM INC | 35K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 11K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 230K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 148K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 121K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 44K | $1M+ | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 80K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| AGG | ISHARES TR | 50K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 175K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 82K | $1M+ | SH |
| DVY | ISHARES TR | 32K | $1M+ | SH |
| LQD | ISHARES TR | 40K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 77K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 46K | $1M+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 116K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 70K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 40K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 102K | $1M+ | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 48K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 12K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 86K | $1M+ | SH |
| FTSD | FRANKLIN ETF TR | 26K | $1M+ | SH |
| SDOG | ALPS ETF TR | 38K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 51K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 122K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| RSPG | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| TLT | ISHARES TR | 23K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 43K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 18K | $1M+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 49K | $1M+ | SH |
| SOXX | ISHARES TR | 6K | $1M+ | SH |
| PFF | ISHARES TR | 50K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 88K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 19K | $1M+ | SH |