Joseph P. Lucia & Associates, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$217M
Signature - Title
Joseph P. Lucia - President/Chief Compliance Officer
Location
Yorktown Heights, NY
Summary
This page shows a list of all the recent 13F filings made by Joseph P. Lucia & Associates, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Joseph P. Lucia & Associates, LLC reported 136 stock holdings with total value $217M as of Q3 2024. Top holdings included AAPL, SMH, NOBL, SCHB, and RSPT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 136 $217M +$16.3M -$3.89M +$12.4M AAPL, SMH, NOBL, SCHB, RSPT 13F-HR 10/23/2024, 08:41 AM
Q2 2024 123 $195M +$13.6M -$4.52M +$9.11M SMH, AAPL, NOBL, RSPT, SCHB 13F-HR 7/24/2024, 03:45 PM
Q1 2024 122 $187M +$21.4M -$7.64M +$13.8M SMH, NOBL, AAPL, RSPT, SCHB 13F-HR 5/3/2024, 02:40 PM
Q4 2023 117 $161M +$7.96M -$5.17M +$2.79M AAPL, NOBL, SMH, RSPT, XLK 13F-HR 1/29/2024, 03:07 PM
Q3 2023 109 $143M +$17.9M -$5.17M +$12.7M AAPL, NOBL, SMH, RSPT, RSPF 13F-HR 10/30/2023, 01:54 PM
Q2 2023 117 $149M +$6.95M -$6.69M +$260K AAPL, NOBL, RSPT, SMH, DVY 13F-HR 7/21/2023, 01:30 PM
Q1 2023 119 $144M +$7.29M -$5.5M +$1.79M AAPL, NOBL, DVY, RSPT, RSPF 13F-HR 5/2/2023, 03:12 PM
Q4 2022 114 $133M +$7.78M -$8.21M -$428K DVY, AAPL, RSPF, NOBL, RSPT 13F-HR 2/13/2023, 02:29 PM
Q3 2022 107 $127M +$6.14M -$13.2M -$7.03M DVY, AAPL, RSPF, RSPT, FLOT 13F-HR 10/28/2022, 10:16 AM
Q2 2022 430 $142M +$12.2M -$6.91M +$5.24M DVY, RSPF, RSPT, AAPL, SCHP 13F-HR 7/26/2022, 09:28 AM
Q1 2022 436 $164M +$31.8M -$8.8M +$23M RSPF, RSPT, AAPL, SCHP, DVY 13F-HR 4/19/2022, 03:00 PM
Q4 2021 127 $157M +$10.2M -$31.1M -$20.9M RSPT, RSPF, AAPL, SCHP, SMH 13F-HR 2/4/2022, 09:27 AM
Q3 2021 573 $169M +$9.55M -$4.3M +$5.25M RSPT, TSLA, RSPF, SCHP, SCHG 13F-HR 10/13/2021, 09:14 AM
Q2 2021 562 $167M +$12.4M -$90.1M -$77.7M RSPT, TSLA, SCHP, RSPF, XLK 13F-HR 7/27/2021, 12:09 PM
Q1 2021 559 $224M +$84.1M -$8.83M +$75.2M SNOW, RSPT, TSLA, SCHP, RSPF 13F-HR 4/23/2021, 12:34 PM
Q4 2020 478 $143M +$26.6M -$7.62M +$19M TSLA, RSPT, SCHP, XLK, AAPL 13F-HR 1/29/2021, 03:26 PM
Q3 2020 94 $107M +$12.3M -$17.2M -$4.95M TSLA, RSPT, BAB, SCHP, XLK 13F-HR 10/20/2020, 01:30 PM
Q2 2020 471 $111M +$8.83M -$5.46M +$3.38M TSLA, RSPT, BAB, SCHP, XLK 13F-HR 7/10/2020, 09:30 AM
Q1 2020 441 $89.9M +$7.42M -$4.86M +$2.57M BAB, SCHP, RSPT, PFF, XLK 13F-HR 4/22/2020, 02:56 PM
Q4 2019 438 $110M +$10M -$4M +$6.01M PFF, RSPT, RSPF, BAB, SCHP 13F-HR 1/23/2020, 11:14 AM
Q3 2019 445 $97M +$4.62M -$2.79M +$1.83M PFF, RSPT, RSPF, SCHP, SCHA 13F-HR 10/15/2019, 03:45 PM
Q2 2019 440 $95.3M +$5.09M -$124M -$119M RSPT, SCHA, PFF, RSPF, SCHP 13F-HR 7/23/2019, 11:17 AM
Q1 2019 349 $135M $0 $0 SOCL, BAB, INKM, LVL, SCHF 13F-HR 5/2/2019, 11:39 AM