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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 $224,959,516
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 43,207 $10,819,833 4.8%
2.
Vaneck Etf Trust - SEMICONDUCTR ETF
 38,418 $9,303,606 4.13%
3.
Schwab Strategic Trust
 FNDF 337,242 $7,655,387 3.4%
4.
Proshares Tr - S&P 500 DV ARIST
 75,447 $7,510,728 3.33%
5.
Amazon Com Inc
 AMZN 34,006 $7,460,576 3.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)