• 13F History

Joseph P. Lucia & Associates, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$225M
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 146 stock holdings with total value $225M as of Q4 2024. Top holdings included AAPL, SMH, SCHB, NOBL, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 146 $225M +$29.7M -$5.49M +$24.2M AAPL, SMH, SCHB, NOBL, AMZN 13F-HR 1/22/2025, 03:41 PM
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 -$4.44M +$9.19M SMH, AAPL, NOBL, RSPT, SCHB 13F-HR 7/24/2024, 03:45 PM
Q1 2024 120 $185M +$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 108 $141M +$17.8M -$3.1M +$14.7M AAPL, NOBL, SMH, RSPT, RSPF 13F-HR 10/30/2023, 01:54 PM
Q2 2023 117 $149M +$6.95M -$5.72M +$1.23M AAPL, NOBL, RSPT, SMH, DVY 13F-HR 7/21/2023, 01:30 PM
Q1 2023 119 $144M +$7.43M -$5.07M +$2.36M AAPL, NOBL, DVY, RSPT, RSPF 13F-HR 5/2/2023, 03:12 PM
Q4 2022 112 $133M +$7.78M -$7.78M +$1.35K DVY, AAPL, RSPF, NOBL, RSPT 13F-HR 2/13/2023, 01:29 PM
Q3 2022 107 $127M +$6.14M -$1.7M +$4.44M DVY, AAPL, RSPF, RSPT, FLOT 13F-HR 10/28/2022, 10:16 AM
Q2 2022 406 $141M +$12M -$6.5M +$5.49M DVY, RSPF, RSPT, AAPL, SCHP 13F-HR 7/26/2022, 09:28 AM
Q1 2022 416 $164M +$31.8M -$8.67M +$23.1M RSPF, RSPT, AAPL, SCHP, DVY 13F-HR 4/19/2022, 03:00 PM
Q4 2021 127 $157M +$10.2M -$12.9M -$2.73M RSPT, RSPF, AAPL, SCHP, SMH 13F-HR 2/4/2022, 08:27 AM
Q3 2021 569 $169M +$9.56M -$4.3M +$5.26M RSPT, TSLA, RSPF, SCHP, SCHG 13F-HR 10/13/2021, 09:14 AM
Q2 2021 558 $167M +$12.4M -$90.1M -$77.7M RSPT, TSLA, SCHP, RSPF, XLK 13F-HR 7/27/2021, 12:09 PM
Q1 2021 552 $224M +$84.1M -$8.83M +$75.3M SNOW, RSPT, TSLA, SCHP, RSPF 13F-HR 4/23/2021, 12:34 PM
Q4 2020 458 $143M +$26.6M -$7.6M +$19M TSLA, RSPT, SCHP, XLK, AAPL 13F-HR 1/29/2021, 02:26 PM
Q3 2020 94 $106M +$12.3M -$2.87M +$9.39M TSLA, RSPT, BAB, SCHP, XLK 13F-HR 10/20/2020, 01:30 PM
Q2 2020 446 $111M +$8.83M -$4.72M +$4.12M TSLA, RSPT, BAB, SCHP, XLK 13F-HR 7/10/2020, 09:30 AM
Q1 2020 405 $89.7M +$7.33M -$3.93M +$3.4M BAB, SCHP, RSPT, PFF, XLK 13F-HR 4/22/2020, 02:56 PM
Q4 2019 423 $110M +$10.2M -$3.44M +$6.8M PFF, RSPT, RSPF, BAB, SCHP 13F-HR 1/23/2020, 10:14 AM
Q3 2019 423 $96.8M +$4.59M -$2.67M +$1.92M PFF, RSPT, RSPF, SCHP, SCHA 13F-HR 10/15/2019, 03:45 PM
Q2 2019 420 $95.2M RSPT, SCHA, PFF, RSPF, SCHP 13F-HR 7/23/2019, 11:17 AM
Q1 2019 23 $110M SOCL, BAB, INKM, SCHF, RSPR 13F-HR 5/2/2019, 11:39 AM