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Home > Institutional Investor > Lucia Wealth Services, Llc > Profile

Instuitional Investor - Lucia Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Lucia Wealth Services, Llc
Portfolio Value $426,202,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 191,956 $28,578,000 6.7%
2.
Apple Inc.
 AAPL 221,722 $25,678,000 6.02%
3.
Microsoft Corp
 MSFT 110,559 $23,254,000 5.45%
4.
Broadridge Financial Solutions Inc.
 BR 157,753 $20,823,000 4.88%
5.
Paramount Global
 PARA 689,859 $19,323,000 4.53%
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)