Notify me when Lucia Wealth Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2020 | 177 | $426,202,000 | +$48,555,220 | -$6,696,155 | +$41,859,065 | JNJ, AAPL, MSFT, BR, PARA | 13F-HR | 09 Nov 2020, 12:29 |
| Q2 2020 | 176 | $378,399,000 | +$68,280,265 | -$41,558,299 | +$26,721,966 | JNJ, MSFT, AAPL, BR, MRK | 13F-HR | 29 Jul 2020, 14:23 |
| Q1 2020 | 190 | $302,309,000 | +$90,276,823 | -$75,982,444 | +$14,294,379 | JNJ, MSFT, MRK, BR, AAPL | 13F-HR | 08 May 2020, 09:44 |
| Q4 2019 | 184 | $325,752,000 | +$27,796,439 | -$20,188,567 | +$7,607,872 | JNJ, AAPL, MSFT, HSY, BR | 13F-HR | 22 Jan 2020, 17:21 |
| Q3 2019 | 165 | $300,387,000 | +$23,920,058 | -$17,070,195 | +$6,849,863 | AAPL, JNJ, HSY, MSFT, BR | 13F-HR | 09 Oct 2019, 14:42 |
| Q2 2019 | 171 | $290,528,000 | +$39,486,944 | -$52,394,185 | -$12,907,241 | JNJ, MSFT, AAPL, HSY, BR | 13F-HR | 23 Jul 2019, 15:27 |
| Q1 2019 | 185 | $291,671,000 | +$71,549,482 | -$14,797,330 | +$56,752,152 | JNJ, AAPL, MSFT, HSY, BR | 13F-HR | 15 May 2019, 14:36 |
| Q4 2018 | 170 | $212,601,000 | +$14,940,797 | -$88,415,631 | -$73,474,834 | JNJ, HSY, MSFT, AAPL, KMB | 13F-HR | 13 Feb 2019, 12:28 |
| Q3 2018 | 216 | $321,046,000 | +$97,160,966 | -$25,601,021 | +$71,559,945 | JNJ, AAPL, LRGF, MSFT, HSY | 13F-HR | 14 Nov 2018, 17:27 |
| Q2 2018 | 200 | $228,438,000 | +$70,581,725 | -$143,298,479 | -$72,716,754 | JNJ, AAPL, MSFT, HSY, BR | 13F-HR | 09 Aug 2018, 10:15 |
| Q1 2018 | 193 | $307,976,000 | +$117,082,892 | -$29,510,453 | +$87,572,439 | JNJ, AAPL, BR, MSFT, ADP | 13F-HR | 10 May 2018, 15:24 |
| Q4 2017 | 121 | $226,023,000 | $0 | $0 | $0 | JNJ, AAPL, BR, ADP, MSFT | 13F-HR | 13 Feb 2018, 08:57 |