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 151–166 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| JANT | AIM ETF PRODUCTS TRUST | 5K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 681 | $100K–$500K | SH |
| SYLD | CAMBRIA ETF TR | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| IJS | ISHARES TR | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IHF | ISHARES TR | 4K | $100K–$500K | SH |
| INKM | SSGA ACTIVE ETF TR | 6K | $100K–$500K | SH |
| DHY | CREDIT SUISSE HIGH YIELD CRE | 96K | $100K–$500K | SH |
| DIV | GLOBAL X FDS | 11K | $100K–$500K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 28K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 14K | $100K–$500K | SH |
| ALDX | ALDEYRA THERAPEUTICS INC | 27K | $100K–$500K | SH |
| ACHR | ARCHER AVIATION INC | 11K | $50K–$100K | SH |