Notify me when Joseph P. Lucia & Associates, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 166 | $277,279,443 | +$25,655,208 | -$8,851,409 | +$16,803,799 | SMH, AAPL, NVDA, SCHB, NOBL | 13F-HR | 28 Jan 2026, 13:05 |
| Q3 2025 | 161 | $265,097,135 | +$10,136,238 | -$4,473,051 | +$5,663,187 | SMH, AAPL, NVDA, SCHB, NOBL | 13F-HR | 20 Oct 2025, 10:25 |
| Q2 2025 | 151 | $244,381,423 | +$13,435,747 | -$5,630,048 | +$7,805,699 | SMH, AAPL, NOBL, NVDA, SCHB | 13F-HR | 04 Aug 2025, 15:22 |
| Q1 2025 | 140 | $218,847,129 | +$8,883,538 | -$6,292,837 | +$2,590,701 | AAPL, NOBL, SMH, SCHB, AMZN | 13F-HR | 14 May 2025, 10:06 |
| Q4 2024 | 146 | $224,959,516 | +$29,700,190 | -$5,486,817 | +$24,213,373 | AAPL, SMH, SCHB, NOBL, AMZN | 13F-HR | 22 Jan 2025, 15:41 |
| Q3 2024 | 136 | $217,130,285 | +$16,305,619 | -$3,885,159 | +$12,420,460 | AAPL, SMH, NOBL, SCHB, RSPT | 13F-HR | 23 Oct 2024, 08:41 |
| Q2 2024 | 123 | $195,222,309 | +$13,629,355 | -$4,515,842 | +$9,113,513 | SMH, AAPL, NOBL, RSPT, SCHB | 13F-HR | 24 Jul 2024, 15:45 |
| Q1 2024 | 122 | $186,669,004 | +$21,426,231 | -$7,638,683 | +$13,787,548 | SMH, NOBL, AAPL, RSPT, SCHB | 13F-HR | 03 May 2024, 14:40 |
| Q4 2023 | 117 | $160,669,790 | +$7,956,710 | -$5,166,980 | +$2,789,730 | AAPL, NOBL, SMH, RSPT, XLK | 13F-HR | 29 Jan 2024, 15:07 |
| Q3 2023 | 109 | $143,021,688 | +$17,850,848 | -$5,172,051 | +$12,678,797 | AAPL, NOBL, SMH, RSPT, RSPF | 13F-HR | 30 Oct 2023, 13:54 |
| Q2 2023 | 117 | $149,378,865 | +$6,949,078 | -$6,689,476 | +$259,602 | AAPL, NOBL, RSPT, SMH, DVY | 13F-HR | 21 Jul 2023, 13:30 |
| Q1 2023 | 119 | $143,567,094 | +$7,288,104 | -$5,495,324 | +$1,792,780 | AAPL, NOBL, DVY, RSPT, RSPF | 13F-HR | 02 May 2023, 15:12 |
| Q4 2022 | 114 | $133,462,793 | +$7,777,424 | -$8,205,078 | -$427,654 | DVY, AAPL, RSPF, NOBL, RSPT | 13F-HR | 13 Feb 2023, 14:29 |
| Q3 2022 | 107 | $127,356,000 | +$6,139,957 | -$13,172,845 | -$7,032,888 | DVY, AAPL, RSPF, RSPT, FLOT | 13F-HR | 28 Oct 2022, 10:16 |
| Q2 2022 | 430 | $141,666,000 | +$12,154,190 | -$6,910,350 | +$5,243,840 | DVY, RSPF, RSPT, AAPL, SCHP | 13F-HR | 26 Jul 2022, 09:28 |
| Q1 2022 | 436 | $164,354,000 | +$31,817,264 | -$8,799,603 | +$23,017,661 | RSPF, RSPT, AAPL, SCHP, DVY | 13F-HR | 19 Apr 2022, 15:00 |
| Q4 2021 | 127 | $157,329,000 | +$10,217,255 | -$31,139,185 | -$20,921,930 | RSPT, RSPF, AAPL, SCHP, SMH | 13F-HR | 04 Feb 2022, 09:27 |
| Q3 2021 | 573 | $168,756,000 | +$9,549,307 | -$4,300,210 | +$5,249,097 | RSPT, TSLA, RSPF, SCHP, SCHG | 13F-HR | 13 Oct 2021, 09:14 |
| Q2 2021 | 562 | $167,336,000 | +$12,397,724 | -$90,133,571 | -$77,735,847 | RSPT, TSLA, SCHP, RSPF, XLK | 13F-HR | 27 Jul 2021, 12:09 |
| Q1 2021 | 559 | $224,145,000 | +$84,081,596 | -$8,834,792 | +$75,246,804 | SNOW, RSPT, TSLA, SCHP, RSPF | 13F-HR | 23 Apr 2021, 12:34 |
| Q4 2020 | 478 | $143,241,000 | +$26,577,356 | -$7,619,093 | +$18,958,263 | TSLA, RSPT, SCHP, XLK, AAPL | 13F-HR | 29 Jan 2021, 15:26 |
| Q3 2020 | 94 | $107,148,000 | +$12,266,996 | -$17,219,613 | -$4,952,617 | TSLA, RSPT, BAB, SCHP, XLK | 13F-HR | 20 Oct 2020, 13:30 |
| Q2 2020 | 471 | $111,141,000 | +$8,833,231 | -$5,457,577 | +$3,375,654 | TSLA, RSPT, BAB, SCHP, XLK | 13F-HR | 10 Jul 2020, 09:30 |
| Q1 2020 | 441 | $89,878,000 | +$7,422,376 | -$4,855,192 | +$2,567,184 | BAB, SCHP, RSPT, PFF, XLK | 13F-HR | 22 Apr 2020, 14:56 |
| Q4 2019 | 438 | $109,935,000 | +$10,006,907 | -$3,995,435 | +$6,011,472 | PFF, RSPT, RSPF, BAB, SCHP | 13F-HR | 23 Jan 2020, 11:14 |
| Q3 2019 | 445 | $97,030,000 | +$4,621,386 | -$2,789,933 | +$1,831,453 | PFF, RSPT, RSPF, SCHP, SCHA | 13F-HR | 15 Oct 2019, 15:45 |
| Q2 2019 | 440 | $95,296,000 | +$5,085,806 | -$124,343,621 | -$119,257,815 | RSPT, SCHA, PFF, RSPF, SCHP | 13F-HR | 23 Jul 2019, 11:17 |
| Q1 2019 | 349 | $135,055,025 | $0 | $0 | $0 | SOCL, BAB, INKM, LVL, SCHF | 13F-HR | 02 May 2019, 11:39 |