Fund HoldingsJoseph P. Lucia & Associates, LLC

Total Portfolio Value
$277.28M
Total Bought
$50.22M
Total Sold
$39.48M
Net Transaction
+$10.74M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
044,104+44,10406,3502.29%+6,350
SELECT SECTOR SPDR TR
ST STR FINL ETF
081,785+81,78504,4791.62%+4,479
SELECT SECTOR SPDR TR
ST STR ENERG ETF
070,286+70,28603,1431.13%+3,143
SELECT SECTOR SPDR TR
ST STR CARE ETF
019,936+19,93603,0861.11%+3,086
BLACKROCK ETF TRUST II66,669120,897+54,2283,5496,3802.30%+2,830
APPLE INC(AAPL)41,05847,545+6,48710,45512,9264.66%+2,471
SELECT SECTOR SPDR TR
ST STR UTIL ETF
050,978+50,97802,1760.78%+2,176
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,903+13,90302,1570.78%+2,157
SELECT SECTOR SPDR TR
ST STR MATER ETF
042,965+42,96501,9480.70%+1,948
AIM ETF PRODUCTS TRUST
ALLIA US JAN ETF
041,855+41,85501,5490.56%+1,549
VANGUARD INDEX FDS1,4553,457+2,0028912,1680.78%+1,277
VANECK ETF TRUST
SEMICONDUCTR ETF
37,14336,598-54512,12213,1804.75%+1,058
SPDR SERIES TRUST
ST STR NYSE TECH
03,770+3,77001,0480.38%+1,048
SPDR SERIES TRUST
ST STR SP REGBNK
015,609+15,60901,0120.36%+1,012
BARON ETF TR
TECHNOLOGY ETF
038,315+38,31509620.35%+962
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,460+6,46007600.27%+760
HAEMONETICS CORP MASS(HAE)08,111+8,11106500.23%+650
ISHARES TR43,59150,174+6,5834,3705,0111.81%+641
ALPHABET INC(GOOG)6,5196,986+4671,5852,1870.79%+602
SPDR S&P 500 ETF TR(SPY)10,82211,444+6227,2107,8042.81%+595
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
011,250+11,25005940.21%+594
ISHARES TR34,18139,922+5,7413,8104,3991.59%+589
NVIDIA CORPORATION(NVDA)51,76554,755+2,9909,65810,2123.68%+553
AMAZON COM INC(AMZN)34,84635,424+5787,6518,1772.95%+525
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
23,96226,401+2,4394,5465,0581.82%+512
ISHARES TR02,807+2,80704740.17%+474
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
012,719+12,71904300.16%+430
GOLDMAN SACHS ETF TR
NASDA 100 ETF
08,068+8,06804270.15%+427
VANGUARD BD INDEX FDS039,806+39,80603,1001.12%+3,100
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,365+3,36504020.14%+402
SPDR SERIES TRUST
ST PORT HIGH ETF
016,850+16,85003990.14%+399
INVESCO DB MULTI-SECTOR COMM(DBP)03,223+3,22303310.12%+331
SELECT SECTOR SPDR TR
ST STR REAL ETF
07,836+7,83603160.11%+316
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
08,434+8,43402860.10%+286
SPDR SERIES TRUST
ST STR SP AERO
01,180+1,18002850.10%+285
THE CIGNA GROUP(CI)01,024+1,02402820.10%+282
ISHARES TR011,989+11,98902720.10%+272
SCHWAB STRATEGIC TR165,622174,673+9,0514,5214,7911.73%+270
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,359+3,35902610.09%+261
MEDTRONIC PLC(MDT)02,642+2,64202540.09%+254
ISHARES TR03,870+3,87002520.09%+252
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
0115,580+115,58003,6811.33%+3,681
SCHWAB STRATEGIC TR325,418328,243+2,8258,3678,6103.11%+243
ISHARES TR02,187+2,18702110.08%+211
GE AEROSPACE(GE)0681+68102100.08%+210
ISHARES TR01,804+1,80402050.07%+205
VANGUARD INDEX FDS01,062+1,06202030.07%+203
SSGA ACTIVE ETF TR
ST STR INCOM ETF
06,095+6,09502010.07%+201
ALPHABET INC(GOOG)3,3153,190-1258071,0010.36%+194
INVESCO QQQ TR9,4839,554+715,6935,8692.12%+176
EXXON MOBIL CORP03,431+3,43104130.15%+413
AMERICAN CENTY ETF TR9,38610,528+1,1428369890.36%+154
SCHWAB STRATEGIC TR19,02124,701+5,6805086530.24%+144
TESLA INC(TSLA)1,0641,321+2574735940.21%+121
WALMART INC(WMT)3,3874,196+8093494670.17%+118
ISHARES GOLD TR(IAU)3,4314,359+9282503540.13%+104
CATERPILLAR INC(CAT)453543+902163110.11%+95
VANGUARD INDEX FDS3,0044,079+1,0752753610.13%+86
GLOBAL X FDS
CYBRSCURTY ETF
22,57428,867+6,2937948790.32%+85
BROADCOM INC(AVGO)1,6061,767+1615306120.22%+82
CROWDSTRIKE HLDGS INC(CRWD)726927+2013564350.16%+79
ELI LILLY & CO(LLY)0324+32403480.13%+348
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
26,63329,497+2,8646807570.27%+77
AMERICAN CENTY ETF TR7,9368,516+5806267010.25%+75
ISHARES TR5,8675,528-3391,5911,6650.60%+74
VANGUARD SPECIALIZED FUNDS12,21712,319+1022,6362,7080.98%+71
GLOBAL X FDS
NASDAQ 100 COVER
0122,327+122,32702,1620.78%+2,162
ISHARES TR6,5456,653+1081,3701,4280.52%+59
SPDR GOLD TR(GLD)1,7291,694-356156710.24%+57
EOS ENERGY ENTERPRISES INC(EOSE)10,12513,747+3,6221151580.06%+42
INTERNATIONAL BUSINESS MACHS(IBM)04,002+4,00201,1850.43%+1,185
ISHARES BITCOIN TRUST ETF(IBIT)8,85712,281+3,4245766100.22%+34
VANGUARD INDEX FDS755835+802482800.10%+32
ISHARES TR014,225+14,22501,1470.41%+1,147
SPROTT ASSET MANAGEMENT LP(PHYS)6,9556,95502062300.08%+24
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
48,06648,013-532,6972,7190.98%+22
JPMORGAN CHASE & CO.(JPM)1,4421,464+224554720.17%+17
BLACKROCK CAP ALLOCATION TER(BCAT)037,274+37,27405280.19%+528
ISHARES TR1,8651,86502782940.11%+16
GLOBAL X FDS
ARTIFICIAL ETF
4,8485,017+1692392550.09%+16
VANGUARD WORLD FD
HEALTH CAR ETF
02,377+2,37706840.25%+684
BANK AMERICA CORP4,2004,201+12172310.08%+14
AMERICAN CENTY ETF TR016,212+16,21207660.28%+766
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
80,22679,653-5736,2406,2522.25%+13
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
5,1695,16902062130.08%+8
SCHWAB STRATEGIC TR14,90714,747-1603473550.13%+7
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
010,355+10,35503460.12%+346
VANGUARD WORLD FD
FINANCIALS ETF
02,171+2,17102900.10%+290
VANGUARD INDEX FDS56556502712760.10%+5
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
012,645+12,64504290.15%+429
CAMBRIA ETF TR2,9852,983-22052070.07%+2
VANGUARD INDEX FDS02,956+2,95605240.19%+524
INVESCO EXCH TRADED FD TR II
SR LN ETF
016,808+16,80803530.13%+353
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
7,0057,172+1675375360.19%-1
PFIZER INC(PFE)08,730+8,73002170.08%+217
SPINNAKER ETF SERIES
SELE STO EUR ETF
8,4379,307+8703963920.14%-4
BERKSHIRE HATHAWAY INC DEL01,172+1,17205890.21%+589
PUTNAM MANAGED MUN INCOME TR027,986+27,98601750.06%+175
SCHWAB STRATEGIC TR8,7348,73402912860.10%-5
CREDIT SUISSE HIGH YIELD CRE096,335+96,33501930.07%+193
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