Lucia Wealth Services, LLC holdings history

Add to watchlist

373 is the total number of securities Lucia Wealth Services, LLC has owned. The longest Lucia Wealth Services, LLC has owned a single stock is 12 quarters.

Lucia Wealth Services, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JNJ JOHNSON & JOHNSON12124.04%6.20%7.34%Q4 2017Q3 202012
AAPL APPLE INC12123.54%5.17%6.48%Q4 2017Q3 202012
MSFT MICROSOFT CORP12122.81%4.75%5.69%Q4 2017Q3 202012
BR BROADRIDGE FINL SOLUTI...12123.03%4.08%5.11%Q4 2017Q3 202012
HSY HERSHEY CO12122.13%3.99%5.47%Q4 2017Q3 202012
KMB KIMBERLY CLARK CORP12121.93%3.61%4.34%Q4 2017Q3 202012
ADP AUTOMATIC DATA PROCESS...12122.63%3.51%4.49%Q4 2017Q3 202012
CLX CLOROX CO DEL12121.48%2.43%3.05%Q4 2017Q3 202012
MKC MCCORMICK & CO INC12121.43%1.95%2.65%Q4 2017Q3 202012
TAP MOLSON COORS BREWING CO12120.00%1.71%3.92%Q4 2017Q3 202012
VTI VANGUARD INDEX FDS12120.23%0.83%1.26%Q4 2017Q3 202012
BABA ALIBABA GROUP HLDG LTD12120.31%0.67%1.09%Q4 2017Q3 202012
TOTL SSGA ACTIVE ETF TR12120.08%0.58%1.77%Q4 2017Q3 202012
ICLR ICON PLC12120.37%0.52%0.79%Q4 2017Q3 202012
FVD FIRST TR VALUE LINE DI...12120.09%0.48%2.06%Q4 2017Q3 202012
SPY SPDR S&P 500 ETF TR12120.22%0.44%0.56%Q4 2017Q3 202012
FB FACEBOOK INC12120.01%0.36%2.72%Q4 2017Q3 202012
V VISA INC12120.14%0.34%1.26%Q4 2017Q3 202012
SDY SPDR SER TR12120.14%0.34%0.46%Q4 2017Q3 202012
DIS DISNEY WALT CO12120.16%0.30%0.44%Q4 2017Q3 202012
DVY ISHARES TR12120.03%0.29%0.43%Q4 2017Q3 202012
GOOGL ALPHABET INC12120.03%0.29%0.93%Q4 2017Q3 202012
ABBV ABBVIE INC12120.22%0.29%0.52%Q4 2017Q3 202012
BRKB BERKSHIRE HATHAWAY INC...12120.06%0.27%0.56%Q4 2017Q3 202012
UPS UNITED PARCEL SERVICE INC12120.14%0.24%0.38%Q4 2017Q3 202012
SPGI S&P GLOBAL INC12120.16%0.24%0.33%Q4 2017Q3 202012
TGT TARGET CORP12120.15%0.23%0.31%Q4 2017Q3 202012
COST COSTCO WHSL CORP NEW12120.00%0.22%0.57%Q4 2017Q3 202012
QCOM QUALCOMM INC12120.04%0.16%0.38%Q4 2017Q3 202012
LMT LOCKHEED MARTIN CORP12120.00%0.13%0.31%Q4 2017Q3 202012
T AT&T INC12120.01%0.12%0.37%Q4 2017Q3 202012
KO COCA COLA CO12120.01%0.11%0.15%Q4 2017Q3 202012
IVV ISHARES TR12120.04%0.08%0.13%Q4 2017Q3 202012
CVX CHEVRON CORP NEW12120.02%0.07%0.16%Q4 2017Q3 202012
XOM EXXON MOBIL CORP12120.03%0.05%0.11%Q4 2017Q3 202012
MMM 3M CO12120.01%0.05%0.09%Q4 2017Q3 202012
MO ALTRIA GROUP INC12120.00%0.03%0.09%Q4 2017Q3 202012
GOOG ALPHABET INC11110.02%2.77%3.67%Q1 2018Q3 202011
MRK MERCK & CO. INC11110.01%1.47%4.72%Q1 2018Q3 202011
IBM INTERNATIONAL BUSINESS...11110.01%0.61%2.26%Q1 2018Q3 202011
HD HOME DEPOT INC11110.03%0.52%1.06%Q1 2018Q3 202011
BRKA BERKSHIRE HATHAWAY INC...11110.35%0.51%0.72%Q1 2018Q3 202011
IQV IQVIA HLDGS INC740.07%0.35%0.60%Q4 2017Q3 202011
ULTA ULTA BEAUTY INC920.04%0.33%1.14%Q4 2017Q3 202011
BA BOEING CO11110.02%0.31%0.77%Q1 2018Q3 202011
PFE PFIZER INC11110.02%0.12%0.27%Q1 2018Q3 202011
AMZN AMAZON COM INC11110.03%0.12%0.20%Q1 2018Q3 202011
XLK SELECT SECTOR SPDR TR11110.05%0.12%0.18%Q1 2018Q3 202011
DON WISDOMTREE TR11110.06%0.11%0.15%Q1 2018Q3 202011
XLV SELECT SECTOR SPDR TR11110.05%0.08%0.10%Q1 2018Q3 202011
INTC INTEL CORP11110.01%0.06%0.23%Q1 2018Q3 202011
SBUX STARBUCKS CORP11110.03%0.06%0.22%Q1 2018Q3 202011
XLF SELECT SECTOR SPDR TR11110.03%0.04%0.06%Q1 2018Q3 202011
JPM JPMORGAN CHASE & CO11110.02%0.04%0.06%Q1 2018Q3 202011
MCD MCDONALDS CORP11110.02%0.03%0.05%Q1 2018Q3 202011
UNH UNITEDHEALTH GROUP INC11110.02%0.03%0.06%Q1 2018Q3 202011
CSCO CISCO SYS INC11110.00%0.03%0.06%Q1 2018Q3 202011
IWO ISHARES TR11110.01%0.02%0.08%Q1 2018Q3 202011
VZ VERIZON COMMUNICATIONS...11110.02%0.02%0.04%Q1 2018Q3 202011
SO SOUTHERN CO11110.01%0.02%0.02%Q1 2018Q3 202011
AEP AMERICAN ELEC PWR INC11110.01%0.01%0.02%Q1 2018Q3 202011
PEP PEPSICO INC11110.01%0.01%0.02%Q1 2018Q3 202011
XLU SELECT SECTOR SPDR TR11110.00%0.01%0.02%Q1 2018Q3 202011
GE GENERAL ELECTRIC CO11110.00%0.01%0.03%Q1 2018Q3 202011
ROK ROCKWELL AUTOMATION INC11110.00%0.00%0.00%Q1 2018Q3 202011
MDLZ MONDELEZ INTL INC910.03%1.82%2.46%Q4 2017Q3 202010
DIVY REALITY SHS ETF TR10100.21%0.98%1.64%Q4 2017Q1 202010
SPMB SPDR SER TR640.05%0.60%1.75%Q4 2017Q3 202010
CRM SALESFORCE COM INC10100.05%0.59%1.23%Q2 2018Q3 202010
CYBR CYBERARK SOFTWARE LTD10100.45%0.57%0.86%Q2 2018Q3 202010
TTWO TAKE-TWO INTERACTIVE S...10100.10%0.46%0.69%Q2 2018Q3 202010
ACN ACCENTURE PLC IRELAND10100.29%0.41%0.73%Q2 2018Q3 202010
VIG VANGUARD SPECIALIZED F...910.05%0.41%0.64%Q1 2018Q3 202010
AFL AFLAC INC10100.19%0.25%0.35%Q2 2018Q3 202010
AVGO BROADCOM INC10100.17%0.22%0.30%Q2 2018Q3 202010
UTX UNITED TECHNOLOGIES CORP10100.09%0.19%0.31%Q4 2017Q1 202010
HON HONEYWELL INTL INC10100.10%0.19%0.37%Q2 2018Q3 202010
ABT ABBOTT LABS710.00%0.11%0.25%Q4 2017Q3 202010
AMLP ALPS ETF TR10100.00%0.10%0.51%Q4 2017Q1 202010
QQQ INVESCO QQQ TR10100.02%0.08%0.27%Q2 2018Q3 202010
WFC WELLS FARGO CO NEW10100.00%0.02%0.04%Q1 2018Q2 202010
APTS PREFERRED APT CMNTYS INC730.01%0.02%0.03%Q1 2018Q3 202010
WMT WALMART INC730.00%0.02%0.02%Q1 2018Q3 202010
GSBD GOLDMAN SACHS BDC INC730.01%0.02%0.03%Q1 2018Q3 202010
GLD SPDR GOLD TRUST730.00%0.02%0.05%Q1 2018Q3 202010
SRE SEMPRA ENERGY730.01%0.01%0.02%Q1 2018Q3 202010
VYM VANGUARD WHITEHALL FDS...730.00%0.01%0.01%Q1 2018Q3 202010
GSK GLAXOSMITHKLINE PLC10100.00%0.01%0.02%Q1 2018Q2 202010
LRGF ISHARES TR990.07%2.24%4.09%Q3 2018Q3 20209
HABT HABIT RESTAURANTS INC991.40%1.90%2.45%Q4 2017Q4 20199
VMBS VANGUARD SCOTTSDALE FDS990.05%0.90%1.86%Q3 2018Q3 20209
VGIT VANGUARD SCOTTSDALE FDS990.05%0.75%1.80%Q3 2018Q3 20209
TRV TRAVELERS COMPANIES INC990.19%0.70%1.46%Q4 2017Q4 20199
PG PROCTER & GAMBLE CO540.00%0.54%3.10%Q4 2017Q3 20209
GSLC GOLDMAN SACHS ETF TR990.20%0.23%0.29%Q3 2018Q3 20209
ICE INTERCONTINENTAL EXCHA...990.19%0.22%0.27%Q3 2018Q3 20209
ADM ARCHER DANIELS MIDLAND CO990.13%0.18%0.26%Q4 2017Q4 20199
PYPL PAYPAL HLDGS INC710.04%0.18%0.43%Q1 2018Q3 20209
VOO VANGUARD INDEX FDS810.08%0.12%0.15%Q2 2018Q3 20209
VUG VANGUARD INDEX FDS720.02%0.09%0.18%Q2 2018Q3 20209
NOC NORTHROP GRUMMAN CORP540.00%0.08%0.21%Q4 2017Q3 20209
PGX INVESCO EXCH TRADED FD...540.01%0.05%0.13%Q2 2018Q3 20209
CLNC COLONY CR REAL ESTATE INC720.00%0.04%0.10%Q2 2018Q3 20209
AFIN AMERICAN FIN TR INC990.01%0.03%0.06%Q3 2018Q3 20209
IVW ISHARES TR630.00%0.01%0.01%Q1 2018Q2 20209
VRIG INVESCO ACTIVELY MANAG...881.04%2.01%2.55%Q4 2018Q3 20208
FLAHERTY & CRUMRINE DY...880.00%1.34%2.52%Q4 2017Q3 20198
IAU ISHARES GOLD TRUST880.01%1.30%2.01%Q3 2018Q2 20208
SPTL SPDR SER TR620.11%0.69%1.68%Q1 2018Q3 20208
MDYG SPDR SER TR440.05%0.54%1.60%Q4 2017Q3 20208
CCI CROWN CASTLE INTL CORP...620.01%0.51%0.78%Q1 2018Q3 20208
SPYG SPDR SER TR440.02%0.51%1.92%Q4 2017Q3 20208
BMY BRISTOL-MYERS SQUIBB CO440.01%0.33%0.58%Q1 2018Q3 20208
CB CHUBB LIMITED620.10%0.31%0.72%Q4 2017Q3 20208
KKR KKR & CO INC880.15%0.19%0.21%Q4 2018Q3 20208
VWO VANGUARD INTL EQUITY I...410.03%0.11%0.38%Q1 2018Q3 20208
IWM ISHARES TR880.01%0.09%0.42%Q1 2018Q4 20198
WPC WP CAREY INC880.02%0.07%0.15%Q4 2018Q3 20208
COP CONOCOPHILLIPS880.01%0.05%0.07%Q1 2018Q4 20198
EW EDWARDS LIFESCIENCES CORP410.03%0.05%0.06%Q1 2018Q3 20208
XLE SELECT SECTOR SPDR TR880.02%0.02%0.04%Q1 2018Q4 20198
PFF ISHARES TR880.01%0.02%0.05%Q2 2018Q1 20208
EFA ISHARES TR880.00%0.02%0.09%Q4 2017Q3 20198
EEM ISHARES TR880.02%0.02%0.02%Q1 2018Q4 20198
HTA HEALTHCARE TR AMER INC530.00%0.00%0.01%Q1 2018Q1 20208
SMLF ISHARES TR770.80%2.69%3.47%Q3 2018Q1 20207
EMGF ISHARES INC770.50%1.71%2.18%Q3 2018Q1 20207
SCHP SCHWAB STRATEGIC TR770.27%1.34%2.68%Q3 2018Q1 20207
SPTS SPDR SER TR770.70%1.20%1.64%Q3 2018Q1 20207
MLPA GLOBAL X FDS770.12%0.75%0.98%Q3 2018Q1 20207
SUB ISHARES TR770.26%0.75%1.19%Q3 2018Q1 20207
AMAT APPLIED MATLS INC430.06%0.68%1.50%Q4 2017Q3 20207
AXP AMERICAN EXPRESS CO770.48%0.63%0.88%Q2 2018Q4 20197
MA MASTERCARD INCORPORATED770.44%0.58%0.90%Q2 2018Q4 20197
QUAL ISHARES TR430.06%0.55%1.85%Q4 2017Q3 20207
PFXF VANECK VECTORS ETF TRUST770.15%0.50%0.64%Q3 2018Q1 20207
SLYV SPDR SER TR430.17%0.41%1.47%Q4 2017Q3 20207
AKAM AKAMAI TECHNOLOGIES INC770.31%0.40%0.49%Q1 2019Q3 20207
BIL SPDR SER TR430.07%0.40%0.84%Q4 2017Q3 20207
SPSB SPDR SER TR770.11%0.37%0.71%Q3 2018Q1 20207
YNDX YANDEX N V770.22%0.34%0.43%Q1 2019Q3 20207
CMCSA COMCAST CORP NEW770.21%0.30%0.63%Q1 2019Q3 20207
INTF ISHARES TR770.08%0.25%0.33%Q3 2018Q1 20207
TFI SPDR SER TR770.14%0.21%0.25%Q3 2018Q1 20207
UNP UNION PACIFIC CORP770.11%0.18%0.24%Q1 2019Q3 20207
XLNX XILINX INC770.01%0.17%0.49%Q3 2018Q1 20207
QDF FLEXSHARES TR610.03%0.03%0.05%Q3 2018Q2 20207
O REALTY INCOME CORP510.01%0.02%0.03%Q1 2018Q3 20207
WELL WELLTOWER INC770.00%0.01%0.02%Q1 2018Q3 20197
GNL GLOBAL NET LEASE INC520.01%0.01%0.01%Q1 2018Q3 20207
ECL ECOLAB INC320.00%0.00%0.01%Q3 2018Q3 20207
HUSV FIRST TR EXCH TRADED F...663.32%3.47%3.76%Q2 2019Q3 20206
HPI HANCOCK JOHN PFD INCOM...661.58%1.73%2.35%Q4 2017Q1 20196
SPTI SPDR SER TR661.17%1.34%1.59%Q2 2019Q3 20206
GARD REALITY SHS ETF TR660.96%1.17%1.37%Q3 2018Q4 20196
FLRN SPDR SER TR660.10%0.74%1.54%Q2 2019Q3 20206
EFG ISHARES TR660.16%0.62%1.70%Q4 2017Q1 20196
ADBE ADOBE SYSTEMS INCORPOR...660.39%0.50%0.64%Q2 2019Q3 20206
APTV APTIV PLC660.29%0.38%0.50%Q3 2018Q4 20196
CHKP CHECK POINT SOFTWARE T...660.08%0.37%0.98%Q4 2017Q1 20196
JNK SPDR SER TR660.07%0.36%0.82%Q2 2019Q3 20206
CERN CERNER CORP660.29%0.35%0.41%Q2 2019Q3 20206
PANW PALO ALTO NETWORKS INC660.06%0.35%0.49%Q3 2018Q4 20196
AGZ ISHARES TR660.04%0.32%1.21%Q4 2017Q1 20196
C CITIGROUP INC420.08%0.31%0.53%Q4 2017Q2 20196
JNK SPDR SERIES TRUST660.09%0.31%0.88%Q4 2017Q1 20196
DAL DELTA AIR LINES INC DEL420.06%0.27%0.59%Q4 2017Q4 20196
RTN RAYTHEON CO420.16%0.21%0.28%Q2 2018Q4 20196
ZNGA ZYNGA INC660.03%0.16%0.32%Q2 2019Q3 20206
FSK FS KKR CAPITAL CORP660.04%0.11%0.19%Q4 2018Q1 20206
DLR DIGITAL RLTY TR INC330.01%0.11%0.22%Q1 2018Q3 20206
LLY LILLY ELI & CO420.01%0.06%0.09%Q4 2018Q3 20206
XBI SPDR SER TR420.02%0.03%0.04%Q1 2019Q3 20206
F FORD MTR CO DEL660.02%0.02%0.03%Q1 2018Q2 20196
UAVS AGEAGLE AERIAL SYS INC...660.00%0.01%0.06%Q1 2018Q2 20196
WM WASTE MGMT INC DEL660.01%0.01%0.01%Q3 2018Q4 20196
SLV ISHARES SILVER TRUST510.00%0.00%0.00%Q2 2018Q2 20206
PHYS SPROTT PHYSICAL GOLD T...551.48%2.03%2.59%Q3 2019Q3 20205
MPC MARATHON PETE CORP550.18%0.71%1.22%Q2 2018Q2 20195
PLCE CHILDRENS PL INC550.31%0.69%1.02%Q4 2017Q4 20185
AER AERCAP HOLDINGS NV550.45%0.67%0.88%Q4 2017Q4 20185
SYY SYSCO CORP550.38%0.66%0.92%Q4 2017Q4 20185
EEMV ISHARES INC410.04%0.61%1.57%Q4 2017Q1 20195
SLB SCHLUMBERGER LTD320.01%0.60%1.60%Q1 2018Q2 20195
CCL CARNIVAL CORP550.18%0.52%0.98%Q4 2017Q4 20185
NTES NETEASE INC320.19%0.43%0.85%Q4 2017Q3 20205
AGN ALLERGAN PLC550.13%0.42%0.82%Q4 2017Q4 20185
VLO VALERO ENERGY CORP NEW550.15%0.31%0.48%Q4 2017Q4 20185
DTN WISDOMTREE TR550.13%0.31%0.42%Q4 2017Q4 20185
BAC BANK AMER CORP550.00%0.28%0.63%Q2 2018Q2 20195
LOW LOWES COS INC320.07%0.28%0.44%Q4 2017Q3 20205
SWK STANLEY BLACK & DECKER...550.13%0.27%0.44%Q2 2018Q2 20195
TXN TEXAS INSTRS INC550.15%0.24%0.29%Q1 2019Q1 20205
MDT MEDTRONIC PLC320.19%0.24%0.32%Q4 2017Q3 20205
PNC PNC FINL SVCS GROUP INC550.14%0.23%0.33%Q2 2018Q2 20195
AMGN AMGEN INC320.04%0.19%0.36%Q2 2018Q3 20205
NVO NOVO-NORDISK A S320.09%0.17%0.28%Q2 2018Q3 20205
AON AON PLC410.09%0.13%0.19%Q2 2018Q1 20205
VEA VANGUARD TAX-MANAGED I...410.01%0.08%0.12%Q1 2018Q3 20205
ALXN ALEXION PHARMACEUTICAL...550.04%0.07%0.10%Q1 2018Q1 20195
RDSB ROYAL DUTCH SHELL PLC550.01%0.06%0.12%Q1 2018Q1 20195
XLP SELECT SECTOR SPDR TR550.05%0.05%0.06%Q3 2019Q3 20205
VER VEREIT INC310.00%0.00%0.00%Q1 2018Q1 20205
GS GOLDMAN SACHS GROUP INC440.54%0.90%1.20%Q4 2017Q3 20184
SLYG SPDR SERIES TRUST440.40%0.81%1.61%Q4 2017Q3 20184
BIZD VANECK VECTORS ETF TR440.06%0.81%1.80%Q4 2017Q3 20184
SYG SSGA ACTIVE ETF TR440.13%0.58%0.91%Q4 2019Q3 20204
PSK SPDR SERIES TRUST440.18%0.56%1.38%Q4 2017Q3 20184
LMBS FIRST TR EXCHANGE-TRAD...440.09%0.53%0.85%Q4 2019Q3 20204
IGHG PROSHARES TR440.09%0.50%1.08%Q4 2017Q3 20184
SPAB SPDR SERIES TRUST440.09%0.48%1.05%Q4 2017Q3 20184
SPDW SPDR INDEX SHS FDS440.11%0.47%0.76%Q4 2019Q3 20204
FFC FLAHERTY&CRMN PFD SEC ...440.34%0.47%0.65%Q4 2017Q3 20184
FTC FIRST TRUST LRGCP GWT ...440.09%0.47%0.78%Q4 2019Q3 20204
FYC FIRST TR EXCNGE TRD AL...440.09%0.37%0.66%Q4 2019Q3 20204
INCY INCYTE CORP440.29%0.31%0.33%Q4 2019Q3 20204
DFE WISDOMTREE TR440.14%0.30%0.62%Q4 2017Q3 20184
EWX SPDR INDEX SHS FDS440.08%0.28%0.40%Q4 2019Q3 20204
SWKS SKYWORKS SOLUTIONS INC310.18%0.28%0.52%Q3 2018Q3 20204
NVDA NVIDIA CORPORATION220.01%0.26%0.56%Q4 2018Q3 20204
RCL ROYAL CARIBBEAN CRUISE...440.21%0.26%0.30%Q1 2019Q4 20194
GWX SPDR INDEX SHS FDS440.07%0.25%0.37%Q4 2019Q3 20204
IWR ISHARES TR440.07%0.22%0.60%Q4 2017Q3 20184
CORPORATE CAP TR INC440.02%0.17%0.47%Q4 2017Q3 20184
RPG INVESCO EXCHANGE TRADE...440.09%0.15%0.25%Q2 2018Q1 20194
NEE NEXTERA ENERGY INC440.00%0.13%0.19%Q4 2019Q3 20204
CTRP CTRIP COM INTL LTD440.09%0.12%0.17%Q2 2018Q1 20194
LUV SOUTHWEST AIRLS CO440.04%0.08%0.11%Q1 2018Q4 20184
ICSH ISHARES TR440.05%0.06%0.07%Q4 2019Q3 20204
VIAC VIACOMCBS INC333.22%3.97%4.53%Q1 2020Q3 20203
PHM PULTE GROUP INC330.65%0.83%0.96%Q4 2017Q2 20183
VTEB VANGUARD MUN BD FD INC330.58%0.63%0.70%Q3 2018Q1 20193
TOL TOLL BROTHERS INC330.09%0.62%0.90%Q4 2017Q2 20183
NXPI NXP SEMICONDUCTORS N V330.46%0.47%0.49%Q3 2018Q1 20193
HUM HUMANA INC330.36%0.45%0.56%Q2 2018Q4 20183
PWR QUANTA SVCS INC330.39%0.45%0.51%Q2 2019Q4 20193
SCHW THE CHARLES SCHWAB COR...330.36%0.42%0.49%Q3 2018Q1 20193
FDX FEDEX CORP330.31%0.41%0.49%Q2 2018Q4 20183
MS MORGAN STANLEY330.32%0.37%0.42%Q4 2018Q2 20193
BLK BLACKROCK INC330.22%0.31%0.41%Q2 2018Q4 20183
SHW SHERWIN WILLIAMS CO330.24%0.31%0.34%Q4 2017Q2 20183
VRTX VERTEX PHARMACEUTICALS...330.29%0.29%0.30%Q1 2020Q3 20203
FISV FISERV INC330.24%0.28%0.33%Q1 2020Q3 20203
CELG CELGENE CORP210.06%0.26%0.64%Q4 2017Q4 20183
FTHI FIRST TR EXCHANGE-TRAD...330.22%0.24%0.29%Q1 2020Q3 20203
KMI KINDER MORGAN INC DEL330.22%0.24%0.26%Q2 2019Q4 20193
SPLB SPDR SER TR330.21%0.24%0.28%Q1 2020Q3 20203
LULU LULULEMON ATHLETICA INC330.17%0.23%0.28%Q1 2020Q3 20203
PFG PRINCIPAL FINL GROUP INC330.18%0.19%0.20%Q1 2020Q3 20203
TJX TJX COS INC NEW330.17%0.18%0.20%Q1 2020Q3 20203
INTU INTUIT330.18%0.18%0.19%Q1 2020Q3 20203
CMG CHIPOTLE MEXICAN GRILL...330.15%0.17%0.20%Q1 2020Q3 20203
AXS AXIS CAPITAL HOLDINGS LTD330.10%0.13%0.17%Q2 2018Q4 20183
ORCL ORACLE CORP330.00%0.08%0.22%Q4 2017Q2 20183
VTC VANGUARD SCOTTSDALE FDS330.05%0.07%0.08%Q1 2020Q3 20203
SCHX SCHWAB STRATEGIC TR210.05%0.06%0.06%Q4 2019Q3 20203
SCPL SCIPLAY CORP330.04%0.04%0.05%Q1 2020Q3 20203
PDM PIEDMONT OFFICE REALTY...210.00%0.04%0.11%Q4 2017Q3 20183
XLY SELECT SECTOR SPDR TR210.03%0.03%0.04%Q3 2019Q3 20203
BNDX VANGUARD CHARLOTTE FDS330.02%0.03%0.03%Q4 2019Q2 20203
RJA SWEDISH EXPT CR CORP330.02%0.02%0.03%Q4 2018Q2 20193
CAT CATERPILLAR INC DEL330.02%0.02%0.03%Q1 2018Q3 20183
DUK DUKE ENERGY CORP NEW330.01%0.02%0.02%Q1 2018Q3 20183
ETN EATON CORP PLC330.01%0.02%0.02%Q1 2018Q3 20183
JPS NUVEEN PFD & INCM SECU...330.02%0.02%0.02%Q1 2020Q3 20203
VTR VENTAS INC210.00%0.02%0.02%Q1 2018Q3 20203
BMO BANK MONTREAL QUE330.00%0.01%0.02%Q1 2018Q3 20183
USA LIBERTY ALL STAR EQUIT...330.01%0.01%0.01%Q1 2020Q3 20203
SPG SIMON PPTY GROUP INC NEW330.00%0.01%0.02%Q1 2018Q3 20183
COL ROCKWELL COLLINS INC330.00%0.00%0.00%Q1 2018Q3 20183
NAC NUVEEN CA QUALTY MUN I...330.00%0.00%0.00%Q4 2019Q2 20203
K KELLOGG CO222.55%2.69%2.82%Q2 2020Q3 20202
EXC EXELON CORP221.17%1.61%2.05%Q4 2017Q1 20182
HYD VANECK VECTORS ETF TR220.99%1.08%1.17%Q4 2018Q1 20192
BX BLACKSTONE GROUP L P220.90%0.91%0.91%Q4 2017Q1 20182
BK BANK NEW YORK MELLON CORP220.81%0.85%0.89%Q4 2017Q1 20182
PEY POWERSHARES ETF TRUST220.19%0.82%1.45%Q4 2017Q1 20182
SHPG SHIRE PLC220.68%0.80%0.93%Q4 2017Q1 20182
DLTR DOLLAR TREE INC220.77%0.80%0.82%Q4 2017Q1 20182
AVGO BROADCOM LTD220.76%0.79%0.82%Q4 2017Q1 20182
SKYY FIRST TR EXCHANGE TRAD...220.64%0.72%0.80%Q2 2020Q3 20202
MSCI MSCI INC220.71%0.71%0.71%Q4 2017Q1 20182
RPG RYDEX ETF TRUST220.16%0.71%1.25%Q4 2017Q1 20182
RLGY REALOGY HLDGS CORP220.49%0.64%0.80%Q4 2017Q1 20182
MLNX MELLANOX TECHNOLOGIES LTD220.51%0.60%0.68%Q3 2018Q4 20182
NBL NOBLE ENERGY INC220.43%0.51%0.58%Q4 2017Q1 20182
DATA TABLEAU SOFTWARE INC220.48%0.50%0.51%Q1 2019Q2 20192
EA ELECTRONIC ARTS INC220.38%0.48%0.58%Q4 2017Q1 20182
IWD ISHARES TR220.29%0.44%0.58%Q4 2018Q1 20192
COG CABOT OIL & GAS CORP220.34%0.40%0.46%Q1 2019Q2 20192
LNG CHENIERE ENERGY INC220.35%0.38%0.41%Q1 2019Q2 20192
VIRT VIRTU FINL INC220.07%0.37%0.68%Q1 2018Q2 20182
PGX POWERSHARES ETF TR II220.09%0.34%0.58%Q4 2017Q1 20182
ALL ALLSTATE CORP220.28%0.31%0.34%Q4 2017Q1 20182
AON AON PLC220.24%0.26%0.29%Q2 2020Q3 20202
HYXU ISHARES INC220.20%0.26%0.32%Q4 2017Q1 20182
TWX TIME WARNER INC220.21%0.26%0.31%Q4 2017Q1 20182
FRN CLAYMORE EXCHANGE TRD ...220.11%0.26%0.40%Q4 2017Q1 20182
DFS DISCOVER FINL SVCS220.22%0.24%0.26%Q4 2017Q1 20182
GILD GILEAD SCIENCES INC220.20%0.24%0.28%Q4 2017Q1 20182
GWW GRAINGER W W INC220.19%0.24%0.28%Q3 2018Q4 20182
PEY INVESCO EXCHANGE TRADE...220.16%0.22%0.29%Q2 2018Q3 20182
STT STATE STR CORP220.19%0.22%0.25%Q4 2017Q1 20182
PSX PHILLIPS 66220.16%0.18%0.20%Q4 2017Q1 20182
ADI ANALOG DEVICES INC220.17%0.18%0.18%Q2 2020Q3 20202
FEP FIRST TR EXCH TRD ALPH...220.09%0.17%0.25%Q4 2019Q1 20202
GLW CORNING INC220.15%0.16%0.17%Q4 2017Q1 20182
FRN INVESCO EXCHNG TRADED ...220.08%0.11%0.15%Q2 2018Q3 20182
TROW PRICE T ROWE GROUP INC220.07%0.10%0.13%Q2 2018Q3 20182
ASML ASML HOLDING N V220.08%0.10%0.13%Q2 2018Q3 20182
ALGN ALIGN TECHNOLOGY INC220.07%0.09%0.10%Q2 2018Q3 20182
BKNG BOOKING HLDGS INC220.05%0.08%0.11%Q1 2018Q2 20182
DEO DIAGEO P L C220.06%0.08%0.10%Q2 2018Q3 20182
EMR EMERSON ELEC CO220.07%0.08%0.09%Q2 2018Q3 20182
PIZ INVESCO EXCHNG TRADED ...220.07%0.07%0.08%Q4 2018Q1 20192
CAG CONAGRA BRANDS INC220.06%0.07%0.08%Q2 2018Q3 20182
GD GENERAL DYNAMICS CORP220.01%0.06%0.11%Q4 2017Q1 20182
RTX RAYTHEON TECHNOLOGIES ...220.05%0.05%0.05%Q2 2020Q3 20202
FSK FS KKR CAPITAL CORP220.04%0.04%0.04%Q2 2020Q3 20202
ROST ROSS STORES INC220.04%0.04%0.05%Q1 2018Q2 20182
HDGE ADVISORSHARES TR110.02%0.03%0.03%Q1 2019Q3 20192
BCE BCE INC220.01%0.01%0.02%Q1 2018Q2 20182
HSBC HSBC HLDGS PLC220.01%0.01%0.02%Q1 2018Q2 20182
AGG ISHARES TR110.01%0.01%0.01%Q1 2019Q1 20202
NFLX NETFLIX INC220.00%0.01%0.01%Q4 2019Q1 20202
KWEB KRANESHARES TR113.20%3.20%3.20%Q1 2020Q1 20201
HYD VANECK VECTORS ETF TR111.03%1.03%1.03%Q3 2018Q3 20181
CTSH COGNIZANT TECHNOLOGY S...110.75%0.75%0.75%Q2 2018Q2 20181
QRVO QORVO INC110.61%0.61%0.61%Q4 2017Q4 20171
DFND REALITY SHS ETF TR110.55%0.55%0.55%Q1 2020Q1 20201
GOOS CANADA GOOSE HOLDINGS INC110.38%0.38%0.38%Q1 2019Q1 20191
PDT HANCOCK JOHN PREMUIM D...110.34%0.34%0.34%Q4 2017Q4 20171
ITW ILLINOIS TOOL WKS INC110.31%0.31%0.31%Q2 2018Q2 20181
EOG EOG RES INC110.30%0.30%0.30%Q4 2018Q4 20181
HUYA HUYA INC110.29%0.29%0.29%Q1 2020Q1 20201
CVS CVS HEALTH CORP110.25%0.25%0.25%Q4 2017Q4 20171
ANET ARISTA NETWORKS INC110.22%0.22%0.22%Q3 2019Q3 20191
GIS GENERAL MLS INC110.22%0.22%0.22%Q2 2018Q2 20181
RYAAY RYANAIR HLDGS PLC110.18%0.18%0.18%Q2 2018Q2 20181
IMAX IMAX CORP110.17%0.17%0.17%Q2 2018Q2 20181
ONEO SPDR SER TR110.15%0.15%0.15%Q1 2020Q1 20201
BNS BANK N S HALIFAX110.15%0.15%0.15%Q2 2018Q2 20181
NFTY FIRST TR EXCHANGE TRAD...110.14%0.14%0.14%Q1 2020Q1 20201
IVZ INVESCO LTD110.13%0.13%0.13%Q2 2018Q2 20181
MLCO MELCO RESORT ENTERTAIN...110.09%0.09%0.09%Q2 2018Q2 20181
FTLS FIRST TR EXCH TRADED F...110.09%0.09%0.09%Q1 2019Q1 20191
RSP INVESCO EXCHANGE TRADE...110.08%0.08%0.08%Q2 2019Q2 20191
ENRJ ENERJEX RESOURCES INC110.07%0.07%0.07%Q4 2017Q4 20171
ERF ENERPLUS CORP110.07%0.07%0.07%Q3 2018Q3 20181
SAP SAP SE110.07%0.07%0.07%Q1 2019Q1 20191
FFIV F5 NETWORKS INC110.07%0.07%0.07%Q1 2018Q1 20181
SPR SPIRIT AEROSYSTEMS HLD...110.07%0.07%0.07%Q1 2018Q1 20181
BIIB BIOGEN INC110.07%0.07%0.07%Q1 2018Q1 20181
STZ CONSTELLATION BRANDS INC110.06%0.06%0.06%Q3 2018Q3 20181
VXUS VANGUARD STAR FD110.06%0.06%0.06%Q1 2019Q1 20191
ACA ARCOSA INC110.05%0.05%0.05%Q3 2020Q3 20201
FWRD FORWARD AIR CORP110.05%0.05%0.05%Q3 2020Q3 20201
SYKE SYKES ENTERPRISES INC110.05%0.05%0.05%Q3 2020Q3 20201
FAST FASTENAL CO110.05%0.05%0.05%Q1 2018Q1 20181
CVCO CAVCO INDS INC DEL110.04%0.04%0.04%Q3 2020Q3 20201
DLS WISDOMTREE TR110.04%0.04%0.04%Q3 2020Q3 20201
SRC SPIRIT RLTY CAP INC NEW110.04%0.04%0.04%Q4 2017Q4 20171
TSLA TESLA INC110.02%0.02%0.02%Q3 2020Q3 20201
IJR ISHARES TR110.02%0.02%0.02%Q1 2019Q1 20191
CLNC COLONY NORTHSTAR CR RE...110.01%0.01%0.01%Q1 2018Q1 20181
NOBL PROSHARES TR110.01%0.01%0.01%Q2 2019Q2 20191
PM PHILIP MORRIS INTL INC110.01%0.01%0.01%Q1 2018Q1 20181
QQQ POWERSHARES QQQ TRUST110.01%0.01%0.01%Q1 2018Q1 20181
D DOMINION ENERGY INC110.00%0.00%0.00%Q1 2018Q1 20181
CXP COLUMBIA PPTY TR INC110.00%0.00%0.00%Q2 2018Q2 20181
NLY ANNALY CAP MGMT INC110.00%0.00%0.00%Q4 2019Q4 20191
WBA WALGREENS BOOTS ALLIAN...110.00%0.00%0.00%Q3 2018Q3 20181
TEVA TEVA PHARMACEUTICAL IN...110.00%0.00%0.00%Q4 2019Q4 20191
 Download

The securities at the top of the list , including JOHNSON & JOHNSON, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Lucia Wealth Services, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Lucia Wealth Services, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Lucia Wealth Services, LLC owns currently or has owned in the past.