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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 $277,279,443
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Market Vectors Etf Trust
 SMH 36,598 $13,180,389 4.75%
2.
Apple Inc.
 AAPL 47,545 $12,925,657 4.66%
3.
Nvidia Corp
 NVDA 54,755 $10,211,811 3.68%
4.
Schwab Strategic Trust
 FNDF 328,243 $8,609,831 3.11%
5.
Proshares Tr - S&P 500 DV ARIST
 78,961 $8,217,514 2.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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