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Home > Institutional Investor > Joseph P. Lucia & Associates, Llc > Profile

Instuitional Investor - Joseph P. Lucia & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Joseph P. Lucia & Associates, Llc
Portfolio Value $160,669,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 43,160 $8,309,621 5.17%
2.
Proshares Tr
 70,819 $6,742,033 4.19%
3.
Vaneck Etf Trust
 37,200 $6,505,164 4.04%
4.
Invesco Exchange Traded Fd T
 188,894 $6,165,512 3.83%
5.
Sector Spdr Trust
 XLB 25,574 $4,922,667 3.06%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)