Lucia Wealth Services, LLC

13F Filings History

Latest 13F report
Q3 2020 - Nov 9, 2020
Value $
$426M
Signature - Title
Viktoria Palermo - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Lucia Wealth Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lucia Wealth Services, LLC reported 177 stock holdings with total value $426M as of Q3 2020. Top holdings included JNJ, AAPL, MSFT, BR, and PARA.
Holdings Value