Joseph P. Lucia & Associates, LLC - Portfolio overview

Joseph P. Lucia & Associates, LLC has 182 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SMH - VANECK ETF TRUST, 4.88%
2. AAPL - APPLE INC, 4.16%
3. NVDA - NVIDIA CORPORATION, 3.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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