| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P 500 EQUAL | 19 | Q3 2023 | 4.3% |
| INVESCO S&PINVESCO S&P | 19 | Q3 2023 | 5.2% |
| APPLE INC | 19 | Q3 2023 | 5.5% |
| SCHWAB US TIPS ETF | 19 | Q3 2023 | 3.6% |
| TECHNOLOGY SELECT SECTOR | 19 | Q3 2023 | 3.3% |
| SCHWAB US LARGE CAP | 19 | Q3 2023 | 3.2% |
| PROSHARES TR | 19 | Q3 2023 | 4.5% |
| ETFMG PRIME CYBER | 19 | Q3 2023 | 4.5% |
| INVESCO S&P 500 EQUAL | 19 | Q3 2023 | 2.8% |
| ISHARES TR | 19 | Q3 2023 | 4.3% |
View Joseph P. Lucia & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-04 |
View Joseph P. Lucia & Associates, 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.