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 101–150 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 53K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 927 | $100K–$500K | SH |
| NVBW | AIM ETF PRODUCTS TRUST | 13K | $100K–$500K | SH |
| FEBW | AIM ETF PRODUCTS TRUST | 13K | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| FDG | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 6K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 17K | $100K–$500K | SH |
| EUAD | SPINNAKER ETF SERIES | 9K | $100K–$500K | SH |
| PSP | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 17K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 324 | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| JUNW | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| DBP | INVESCO DB MULTI-SECTOR COMM | 3K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 543 | $100K–$500K | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| IWC | ISHARES TR | 2K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 835 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 565 | $100K–$500K | SH |
| TLTW | ISHARES TR | 12K | $100K–$500K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 19K | $100K–$500K | SH |
| PFFV | GLOBAL X FDS | 12K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 5K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| IYH | ISHARES TR | 4K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |