Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JOHNSON & JOHNSON | 12 | Q3 2020 | 7.3% |
APPLE INC | 12 | Q3 2020 | 6.5% |
MICROSOFT CORP | 12 | Q3 2020 | 5.7% |
BROADRIDGE FINL SOLUTIONS IN | 12 | Q3 2020 | 5.1% |
HERSHEY CO | 12 | Q3 2020 | 5.5% |
KIMBERLY CLARK CORP | 12 | Q3 2020 | 4.3% |
AUTOMATIC DATA PROCESSING IN | 12 | Q3 2020 | 4.5% |
CLOROX CO DEL | 12 | Q3 2020 | 3.1% |
MCCORMICK & CO INC | 12 | Q3 2020 | 2.7% |
MOLSON COORS BREWING CO | 12 | Q3 2020 | 3.9% |
View Lucia Wealth Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-11-09 |
13F-HR | 2020-07-29 |
13F-HR | 2020-05-08 |
13F-HR | 2020-01-22 |
13F-HR | 2019-10-09 |
13F-HR | 2019-07-23 |
13F-HR | 2019-05-15 |
13F-HR | 2019-02-13 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-09 |
View Lucia Wealth Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.