| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
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.