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 51–100 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JANW | AIM ETF PRODUCTS TRUST | 42K | $1M+ | SH |
| RSPS | INVESCO EXCHANGE TRADED FD T | 51K | $1M+ | SH |
| ITA | ISHARES TR | 7K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 21K | $1M+ | SH |
| RSPD | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| SDSI | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| KIO | KKR INCOME OPPORTUNITIES FD | 105K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 74K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| HYG | ISHARES TR | 14K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 42K | $1M+ | SH |
| FLOT | ISHARES TR | 22K | $1M+ | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| SOCL | GLOBAL X FDS | 20K | $1M+ | SH |
| XNTK | SPDR SERIES TRUST | 4K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 16K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 26K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 11K | $500K+ | SH |
| BCTK | BARON ETF TR | 38K | $500K+ | SH |
| WCLD | WISDOMTREE TR | 27K | $500K+ | SH |
| BUG | GLOBAL X FDS | 29K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 20K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 8K | $500K+ | SH |
| KORP | AMERICAN CENTY ETF TR | 16K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 29K | $500K+ | SH |
| IHI | ISHARES TR | 12K | $500K+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 18K | $500K+ | SH |
| STIP | ISHARES TR | 7K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 16K | $500K+ | SH |
| SCYB | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| HAE | HAEMONETICS CORP MASS | 8K | $500K+ | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 20K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 12K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 11K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 16K | $500K+ | SH |
| BCAT | BLACKROCK CAP ALLOCATION TER | 37K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 11K | $500K+ | SH |