Fund HoldingsJoseph P. Lucia & Associates, LLC

Total Portfolio Value
$332.56M
Total Bought
$28.47M
Total Sold
$34.27M
Net Transaction
-$5.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANECK ETF TRUST
SEMICONDUCTR ETF
35,98835,559-42913,79823,3237.01%+9,525
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
145,513143,025-2,4886,5869,2252.77%+2,639
SELECT SECTOR SPDR TR
ST STR TECHN ETF
43,02342,378-6455,7188,0742.43%+2,356
INVESCO QQQ TR9,80410,378+5745,6597,6502.30%+1,992
ISHARES TR5,6935,668-251,8713,6321.09%+1,761
SCHWAB STRATEGIC TR339,416352,641+13,2258,51910,2123.07%+1,693
VANGUARD INDEX FDS4,6596,440+1,7812,7844,4231.33%+1,639
APPLE INC(AAPL)46,29945,874-42511,75013,2743.99%+1,524
SELECT SECTOR SPDR TR
ST STR INDL ETF
14,09520,408+6,3132,2803,7801.14%+1,500
AMPLIFY ETF TR45,47745,467-103,4154,7711.43%+1,356
NVIDIA CORPORATION(NVDA)55,59155,049-5429,69511,0153.31%+1,319
STATE STR SPDR S&P 500 ETF T(SPY)11,77711,909+1327,6768,9122.68%+1,236
FRANKLIN TEMPLETON ETF TR
ULTR SHOR BD ETF
047,132+47,13201,1800.35%+1,180
SCHWAB STRATEGIC TR183,908212,780+28,8725,6426,7472.03%+1,105
AMAZON COM INC(AMZN)36,23236,128-1047,5468,6112.59%+1,065
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
77,42496,503+19,0794,3885,4511.64%+1,062
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
29,14730,687+1,5405,5946,5291.96%+935
ISHARES TR31,42536,386+4,9614,7585,6871.71%+929
SCHWAB STRATEGIC TR226,289220,706-5,5836,5927,4692.25%+877
SELECT SECTOR SPDR TR
ST STR FINL ETF
82,01590,938+8,9234,0494,8751.47%+826
ISHARES TR16,94623,412+6,4661,5922,2580.68%+666
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
10,35528,795+18,4403459900.30%+645
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
48,53262,250+13,7181,7172,3120.70%+595
SCHWAB STRATEGIC TR83,75883,638-1202,4363,0220.91%+586
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
78,82578,992+1675,6276,1261.84%+498
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
35,76240,202+4,4401,9862,4710.74%+485
SPDR SERIES TRUST
ST STR NYSE TECH
3,6843,646-389401,4240.43%+484
GOLDMAN SACHS ETF TR05,096+5,09604810.14%+481
ISHARES TR58,15662,691+4,5355,7736,2051.87%+432
PROSHARES TR
S&P 500 DV ARIST
78,021154,967+76,9468,2718,7032.62%+432
ROUNDHILL ETF TRUST05,741+5,74104240.13%+424
ALPHABET INC(GOOG)7,1626,938-2242,0592,4800.75%+420
VANGUARD INDEX FDS9,6229,434-1882,4762,8900.87%+413
SCHWAB STRATEGIC TR68,64868,64802,1252,5310.76%+406
VANGUARD SPECIALIZED FUNDS12,27512,868+5932,6403,0450.92%+405
GLOBAL X FDS
CYBRSCURTY ETF
27,43728,065+6286891,0720.32%+383
PALO ALTO NETWORKS INC(PANW)01,115+1,11503800.11%+380
ADVANCED MICRO DEVICES INC(AMD)0637+63703700.11%+370
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
07,945+7,94503620.11%+362
VANGUARD INDEX FDS9,7829,643-1392,5622,9230.88%+361
CROWDSTRIKE HLDGS INC(CRWD)927917-103627000.21%+338
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
112,720112,545-1753,4033,7351.12%+332
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,002+2,00203310.10%+331
SELECT SECTOR SPDR TR
ST STR MATER ETF
51,14356,629+5,4862,5562,8780.87%+323
ISHARES TR42,77445,485+2,7114,6624,9611.49%+299
ELI LILLY & CO(LLY)324484+1602985810.17%+283
GOLDMAN SACHS ETF TR
NASDA 100 ETF
11,30114,054+2,7535598340.25%+274
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
47,58847,088-5002,7403,0130.91%+273
GE VERNOVA INC(GEV)0231+23102720.08%+272
AMERICAN CENTY ETF TR26,28831,412+5,1241,3481,6130.49%+265
AMERICAN CENTY ETF TR18,64018,617-232,0592,3230.70%+263
GE AEROSPACE(GE)0682+68202550.08%+255
CATERPILLAR INC(CAT)543599+563856370.19%+252
BARON ETF TR
TECHNOLOGY ETF
40,29536,509-3,7869401,1860.36%+246
UNITED RENTALS INC(URI)0209+20902370.07%+237
ISHARES TR04,220+4,22002330.07%+233
COREWEAVE INC(CRWV)02,338+2,33802330.07%+233
BANK OF AMER CORP04,084+4,08402330.07%+233
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,53520,408-1273,0113,2380.97%+227
INTERNATIONAL BUSINESS MACHS(IBM)3,9824,214+2329651,1850.36%+220
SPDR SERIES TRUST
ST STR GLB DOW
01,172+1,17202170.07%+217
ALPHABET INC(GOOG)3,1913,177-149151,1230.34%+207
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
05,674+5,67402050.06%+205
CORNING INC(GLW)0791+79102020.06%+202
REAVES UTIL INCOME FD(UTG)04,913+4,91302000.06%+200
FIDELITY COVINGTON TRUST01,945+1,94502000.06%+200
SCHWAB STRATEGIC TR100,56994,370-6,1992,5792,7770.84%+199
ISHARES TR6,7046,855+1511,4671,6620.50%+195
GLOBAL X FDS
NASDAQ 100 COVER
126,741128,483+1,7422,1742,3680.71%+194
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
27,42127,827+4061,3721,5460.46%+174
BROADCOM INC(AVGO)1,9642,011+476087600.23%+152
SCHWAB STRATEGIC TR31,99037,512+5,5228329820.30%+150
ROBINHOOD MKTS INC(HOOD)3,0133,533+5202093540.11%+145
RBB FUND TRUST
FIRS EAGL OV ETF
9,28111,435+2,1544686110.18%+142
SELECT SECTOR SPDR TR
ST STR UTIL ETF
60,01863,877+3,8592,7542,8960.87%+142
TAIWAN SEMICONDUCTOR MANUFAC(TSM)742822+802513930.12%+142
SPDR SERIES TRUST
ST STR SP AERO
1,1801,551+3713004400.13%+140
AIM ETF PRODUCTS TRUST
ALLIA US MAY ETF
5,9549,729+3,7752013380.10%+137
HAEMONETICS CORP MASS(HAE)6,7596,75903815070.15%+126
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
17,69519,895+2,2006878120.24%+125
AMERICAN CENTY ETF TR16,21218,804+2,5927568810.26%+125
SPDR SERIES TRUST
ST STR SP REGBNK
12,66412,506-1588259360.28%+111
ALPS ETF TR
SECTR DIV DOGS
37,23837,026-2122,4222,5260.76%+104
MANAGED PORTFOLIO SER
KENS HE PREM ETF
32,24034,135+1,8957858870.27%+102
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
44,75544,75501,6331,7310.52%+98
GLOBAL X FDS
ARTIFICIAL ETF
5,0175,01702343290.10%+95
VERTIV HOLDINGS CO(VRT)1,0081,00802533380.10%+85
VANGUARD INDEX FDS876981+1052813630.11%+82
AMPHENOL CORP1,7941,735-592273060.09%+79
ISHARES TR1,8651,86502983730.11%+75
AMERICAN CENTY ETF TR8,6619,059+3987358080.24%+73
TESLA INC(TSLA)1,5031,498-55596300.19%+71
AMPLIFY ETF TR12,67913,924+1,2455696360.19%+68
BLACKROCK CAP ALLOCATION TER(BCAT)33,27733,547+2704705340.16%+64
AMERICAN CENTY ETF TR3,2923,29203754380.13%+63
CITIGROUP INC(C)2,1652,168+32463030.09%+58
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
23,19923,19901,2421,2990.39%+57
VANGUARD INDEX FDS1,5406,160+4,6204424960.15%+54
SCHWAB STRATEGIC TR12,50012,450-503814330.13%+52
EATON VANCE TAX-MANAGED GLOB(ETW)53,17853,806+6284675190.16%+52
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Joseph P. Lucia & Associates, LLC — 13F Holdings — Q2 2026 | TickerTrail