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Joseph P. Lucia & Associates, LLCETFConcentrated long-term

CIK: 0001775391 | Yorktown Heights, NY

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR194$345.5M2026-10-30SEC ↗
Q2 2026
13F-HR188$332.6M2026-08-07SEC ↗
Q1 2026
13F-HR169$279.7M2026-05-15SEC ↗
Q4 2025
13F-HR166$277.3M2026-01-28SEC ↗
Q3 2025
13F-HR161$265.1M2025-10-20SEC ↗
Q2 2025
13F-HR151$244.4M2025-08-04SEC ↗
Q1 2025
13F-HR140$218.8M2025-05-14SEC ↗
Q4 2024
13F-HR146$225.0M2025-01-22SEC ↗
Q3 2024
13F-HR136$217.1M2024-10-23SEC ↗
Q2 2024
13F-HR123$195.2M2024-07-24SEC ↗
Q1 2024
13F-HR122$186.7M2024-05-03SEC ↗
Q4 2023
13F-HR117$160.7M2024-01-29SEC ↗
Q3 2023
13F-HR109$143.0M2023-10-30SEC ↗
Q2 2023
13F-HR117$149.4M2023-07-21SEC ↗
Q1 2023
13F-HR119$143.6M2023-05-02SEC ↗
Q4 2022
13F-HR114$133.5M2023-02-13SEC ↗
Q3 2022
13F-HR107$5.7M2022-10-28SEC ↗
Q2 2022
13F-HR485$5.5M2022-07-26SEC ↗
Q1 2022
13F-HR484$3.3M2022-04-19SEC ↗
Q4 2021
13F-HR127$2.5M2022-02-04SEC ↗
Q3 2021
13F-HR610$3.1M2021-10-13SEC ↗
Q2 2021
13F-HR604$2.8M2021-07-27SEC ↗
Q1 2021
13F-HR597$2.1M2021-04-23SEC ↗
Q4 2020
13F-HR518$2.2M2021-01-29SEC ↗
Q3 2020
13F-HR94$1.2M2020-10-20SEC ↗
Q2 2020
13F-HR510$2.5M2020-07-10SEC ↗
Q1 2020
13F-HR476$1.8M2020-04-22SEC ↗
Q4 2019
13F-HR481$2.2M2020-01-23SEC ↗
Q3 2019
13F-HR486$2.0M2019-10-15SEC ↗
Q2 2019
13F-HR478$1.9M2019-07-23SEC ↗
Q1 2019
13F-HR4951$1.3M2019-05-02SEC ↗