Lucia Wealth Services, LLC - Q3 2020 holdings

$426 Million is the total value of Lucia Wealth Services, LLC's 177 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .

 Value Shares↓ Weighting
NAC ExitNUVEEN CA QUALTY MUN INCOME$0-205
-100.0%
-0.00%
SLV ExitISHARES SILVER TRishares$0-553
-100.0%
-0.00%
IVW ExitISHARES TRs&p 500 grwt etf$0-80
-100.0%
-0.00%
GSK ExitGLAXOSMITHKLINE PLCsponsored adr$0-386
-100.0%
-0.00%
IAU ExitISHARES GOLD TRUSTishares$0-1,262
-100.0%
-0.01%
QDF ExitFLEXSHARES TRqualt divd idx$0-2,300
-100.0%
-0.03%
BNDX ExitVANGUARD CHARLOTTE FDSintl bd idx etf$0-1,689
-100.0%
-0.03%
WFC ExitWELLS FARGO CO NEW$0-4,784
-100.0%
-0.03%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
JOHNSON & JOHNSON12Q3 20207.3%
APPLE INC12Q3 20206.5%
MICROSOFT CORP12Q3 20205.7%
BROADRIDGE FINL SOLUTIONS IN12Q3 20205.1%
HERSHEY CO12Q3 20205.5%
KIMBERLY CLARK CORP12Q3 20204.3%
AUTOMATIC DATA PROCESSING IN12Q3 20204.5%
CLOROX CO DEL12Q3 20203.1%
MCCORMICK & CO INC12Q3 20202.7%
MOLSON COORS BREWING CO12Q3 20203.9%

View Lucia Wealth Services, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2020-11-09
13F-HR2020-07-29
13F-HR2020-05-08
13F-HR2020-01-22
13F-HR2019-10-09
13F-HR2019-07-23
13F-HR2019-05-15
13F-HR2019-02-13
13F-HR2018-11-14
13F-HR2018-08-09

View Lucia Wealth Services, LLC's complete filings history.

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