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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Lucia Wealth Services, LLC INSTITUTION : Lucia Wealth Services, LLC
Lucia Wealth Services, LLC Portfolio (reported on 2020-05-08)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
JOHNSON & JOHNSON    (COM) JNJ 21,051,000 160,534 6.96%
MICROSOFT CORP    (COM) MSFT 15,164,000 96,153 5.01%
MERCK & CO. INC    (COM) MRK 14,258,000 185,319 4.71%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 12,836,000 135,355 4.24%
APPLE INC    (COM) AAPL 12,255,000 48,195 4.05%
KIMBERLY CLARK CORP    (COM) KMB 12,079,000 94,464 3.99%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 11,061,000 80,923 3.65%
FIRST TR EXCH TRADED FD III    (HORIZON DMST ETF) 10,937,000 504,466 3.61%
HERSHEY CO    (COM) HSY 10,572,000 79,791 3.49%
ALPHABET INC    (CAP STK CL C) GOOG 9,977,000 8,580 3.30%
VIACOMCBS INC    (CL B) 9,726,000 694,203 3.21%
KRANESHARES TR    (CSI CHI INTERNET) KWEB 9,678,000 213,782 3.20%
CLOROX CO DEL    (COM) CLX 9,227,000 53,260 3.05%
SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 7,829,000 596,714 2.58%
INVESCO ACTIVELY MANAGED ETF    (VAR RATE INVT) 7,282,000 320,239 2.40%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 6,824,000 61,515 2.25%
MCCORMICK & CO INC    (COM NON VTG) MKC 5,468,000 38,719 1.80%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 4,803,000 144,961 1.58%
SPDR SER TR    (PORTFLI MORTGAGE) MBG 3,939,000 147,569 1.30%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 3,502,000 119,123 1.15%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 3,431,000 72,637 1.13%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 2,890,000 22,421 0.95%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 2,622,000 48,113 0.86%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 2,565,000 36,364 0.84%
ISHARES TR    (MULTIFACTOR USA) 2,435,000 92,075 0.80%
ISHARES TR    (MULTIFACTOR USA) 2,434,000 81,717 0.80%
SPDR SER TR    (PORTFOLIO SH TSR) SST 2,100,000 68,362 0.69%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 1,977,000 71,437 0.65%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 1,947,000 18,836 0.64%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,894,000 13,118 0.62%
ISHARES GOLD TRUST    (ISHARES) IAU 1,794,000 119,061 0.59%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 1,751,000 36,503 0.57%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,739,000 31,193 0.57%
REALITY SHS ETF TR    (DIVCN DIVD ETF) 1,669,000 53,553 0.55%
ISHARES INC    (MLT FCTR EMG MKT) 1,528,000 44,483 0.50%
SSGA ACTIVE ETF TR    (MFS SYS GWT EQ) SYG 1,492,000 19,288 0.49%
CYBERARK SOFTWARE LTD    (SHS) CYBR 1,437,000 16,801 0.47%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,431,000 5,550 0.47%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 1,394,000 11,755 0.46%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,387,000 7,130 0.45%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,360,000 5 0.44%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,332,000 7,283 0.44%
FACEBOOK INC    (CL A) FB 1,322,000 7,928 0.43%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 1,213,000 50,687 0.40%
ADOBE INC    (COM) ADBE 1,179,000 3,704 0.38%
APPLIED MATLS INC    (COM) AMAT 1,157,000 25,245 0.38%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 1,141,000 22,368 0.37%
ICON PLC    (SHS) ICLR 1,123,000 8,256 0.37%
SPDR SER TR    (BLOOMBERG BRCLYS) 1,039,000 10,967 0.34%
FIRST TR LARGE CAP GROWTH A    (COM SHS) FTC 1,011,000 16,872 0.33%
SPDR SER TR    (S&P DIVID ETF) SDY 972,000 12,167 0.32%
INCYTE CORP    (COM) INCY 957,000 13,068 0.31%
CERNER CORP    (COM) CERN 950,000 15,089 0.31%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 947,000 10,350 0.31%
SALESFORCE COM INC    (COM) CRM 933,000 6,482 0.30%
LOCKHEED MARTIN CORP    (COM) LMT 931,000 2,748 0.30%
SPDR INDEX SHS FDS    (S&P EMKTSC ETF) EWX 916,000 27,652 0.30%
UNITED PARCEL SERVICE INC    (CL B) UPS 891,000 9,535 0.29%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 890,000 3,739 0.29%
HUYA INC    (ADS REP SHS A) 881,000 51,955 0.29%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 867,000 5,310 0.28%
IQVIA HLDGS INC    (COM) 853,000 7,905 0.28%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 825,000 14,344 0.27%
ISHARES TR    (SHRT NAT MUN ETF) 800,000 7,529 0.26%
REALITY SHS ETF TR    (DIVS ETF) DIVY 779,000 51,847 0.25%
ABBVIE INC    (COM) ABBV 776,000 10,183 0.25%
LOWES COS INC    (COM) LOW 774,000 8,994 0.25%
ZYNGA INC    (CL A) ZNGA 757,000 110,546 0.25%
PAYPAL HLDGS INC    (COM) PYPL 753,000 7,865 0.24%
ISHARES TR    (SELECT DIVID ETF) DVY 752,000 10,232 0.24%
HOME DEPOT INC    (COM) HD 748,000 4,004 0.24%
FIRST TR EXCHANGE TRADED ALP    (EUROPE ALPHADEX) FEP 744,000 28,733 0.24%
TEXAS INSTRS INC    (COM) TXN 732,000 7,327 0.24%
FISERV INC    (COM) FISV 729,000 7,676 0.24%
COMCAST CORP NEW    (CL A) CMCSA 720,000 20,937 0.23%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 707,000 31,041 0.23%
AFLAC INC    (COM) AFL 701,000 20,478 0.23%
ABBOTT LABS    (COM) ABT 675,000 8,553 0.22%
SPDR SER TR    (SPDR BLOOMBERG) 674,000 7,357 0.22%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 672,000 12,880 0.22%
DIGITAL RLTY TR INC    (COM) DLR 666,000 4,792 0.22%
YANDEX N V    (SHS CLASS A) YNDX 665,000 19,531 0.21%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 657,000 8,133 0.21%
FIRST TR EXCHANGE-TRADED FD    (BUYWRIT INCM ETF) FTHI 655,000 37,982 0.21%
S&P GLOBAL INC    (COM) SPGI 647,000 2,641 0.21%
INTEL CORP    (COM) INTC 637,000 11,779 0.21%
NORTHROP GRUMMAN CORP    (COM) NOC 636,000 2,102 0.21%
SPDR SER TR    (PORTFOLIO LN COR) LWC 635,000 22,295 0.21%
BROADCOM INC    (COM) 634,000 2,674 0.20%
TJX COS INC NEW    (COM) TJX 599,000 12,521 0.19%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 594,000 14,536 0.19%
NETEASE INC    (SPONSORED ADS) NTES 592,000 1,845 0.19%
MEDTRONIC PLC    (SHS) MDT 590,000 6,547 0.19%
PRINCIPAL FINL GROUP INC    (COM) PFG 584,000 18,621 0.19%
AON PLC    (SHS CL A) AON 574,000 3,475 0.18%
NEXTERA ENERGY INC    (COM) NEE 572,000 2,378 0.18%
INTUIT    (COM) INTU 554,000 2,409 0.18%
SKYWORKS SOLUTIONS INC    (COM) SWKS 547,000 6,116 0.18%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 531,000 3,391 0.17%
KKR & CO INC    (CL A) 530,000 22,596 0.17%
AMAZON COM INC    (COM) AMZN 521,000 267 0.17%
LULULEMON ATHLETICA INC    (COM) LULU 519,000 2,739 0.17%
FIRST TR EXCHANGE-TRADED ALP    (SML CP GRW ALP) FYC 502,000 15,390 0.16%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 497,000 11,603 0.16%
DISNEY WALT CO    (COM DISNEY) DIS 495,000 5,129 0.16%
TARGET CORP    (COM) TGT 487,000 5,238 0.16%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 474,000 5,903 0.15%
VISA INC    (COM CL A) V 470,000 2,916 0.15%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 461,000 705 0.15%
SPDR SER TR    (RUSSELL MOMENTUM) 456,000 8,266 0.15%
VANECK VECTORS ETF TR    (PFD SECS EX FINL) 445,000 26,972 0.14%
SPDR SER TR    (NUVEEN BRC MUNIC) 426,000 8,527 0.14%
FIRST TR EXCHANGE TRADED ALP    (INDIA NFTY50 EQW) 417,000 18,372 0.13%
COCA COLA CO    (COM) KO 390,000 8,812 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 356,000 10,670 0.11%
GLOBAL X FDS    (GLBL X MLP ETF) MLPA 348,000 110,629 0.11%
HONEYWELL INTL INC    (COM) HON 347,000 2,596 0.11%
UNION PAC CORP    (COM) UNP 347,000 2,458 0.11%
QUALCOMM INC    (COM) QCOM 336,000 4,966 0.11%
SPDR SER TR    (PORTFOLIO SHORT) SCPB 331,000 10,956 0.10%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 328,000 1,387 0.10%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 303,000 3,418 0.10%
ISHARES TR    (CORE S&P500 ETF) IVV 283,000 1,095 0.09%
UNITED TECHNOLOGIES CORP    (COM) UTX 280,000 2,968 0.09%
WISDOMTREE TR    (US MIDCAP DIVID) DON 275,000 11,400 0.09%
LILLY ELI & CO    (COM) LLY 259,000 1,869 0.08%
ISHARES TR    (MULTIFACTOR INTL) 253,000 12,467 0.08%
EXXON MOBIL CORP    (COM) XOM 244,000 6,434 0.08%
VANGUARD SCOTTSDALE FDS    (TOTAL CORP BND) 229,000 2,683 0.07%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 226,000 6,733 0.07%
ISHARES TR    (ULTR SH TRM BD) ICSH 220,000 4,400 0.07%
ISHARES TR    (USA QUALITY FCTR) QUAL 199,000 2,456 0.06%
JPMORGAN CHASE & CO    (COM) JPM 181,000 2,006 0.05%
UNITEDHEALTH GROUP INC    (COM) UNH 171,000 687 0.05%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 165,000 4,613 0.05%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 163,000 3,000 0.05%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 162,000 7,800 0.05%
CISCO SYS INC    (COM) CSCO 146,000 3,707 0.04%
SPDR GOLD TRUST    (GOLD SHS) GLD 144,000 970 0.04%
WELLS FARGO CO NEW    (COM) WFC 137,000 4,784 0.04%
FS KKR CAPITAL CORP    (COM) 135,000 45,037 0.04%
SCIPLAY CORP    (CL A) 107,000 11,252 0.03%
STARBUCKS CORP    (COM) SBUX 106,000 1,610 0.03%
PFIZER INC    (COM) PFE 105,000 3,221 0.03%
MCDONALDS CORP    (COM) MCD 102,000 618 0.03%
ALPHABET INC    (CAP STK CL A) GOOGL 101,000 87 0.03%
AT&T INC    (COM) T 97,000 3,316 0.03%
SPDR SER TR    (S&P BIOTECH) XBI 97,000 1,250 0.03%
CHEVRON CORP NEW    (COM) CVX 91,000 1,252 0.03%
WP CAREY INC    (COM) WPC 91,000 1,562 0.03%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 87,000 1,550 0.02%
FLEXSHARES TR    (QUALT DIVD IDX) QDF 83,000 2,300 0.02%
VERIZON COMMUNICATIONS INC    (COM) VZ 83,000 1,552 0.02%
INVESCO QQQ TR    (UNIT SER 1) 80,000 422 0.02%
AMERICAN FIN TR INC    (COM CLASS A) 76,000 12,130 0.02%
WALMART INC    (COM) WMT 74,000 650 0.02%
GOLDMAN SACHS BDC INC    (SHS) GSBD 74,000 6,000 0.02%
SEMPRA ENERGY    (COM) SRE 69,000 613 0.02%
ALTRIA GROUP INC    (COM) MO 65,000 1,675 0.02%
PREFERRED APT CMNTYS INC    (COM) APTS 58,000 8,090 0.01%
BOEING CO    (COM) BA 57,000 381 0.01%
3M CO    (COM) MMM 57,000 417 0.01%
REALTY INCOME CORP    (COM) O 53,000 1,070 0.01%
NUVEEN PFD & INCM SECURTIES    (COM) JPS 51,000 7,000 0.01%
COSTCO WHSL CORP NEW    (COM) COST 50,000 174 0.01%
SOUTHERN CO    (COM) SO 49,000 910 0.01%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 46,000 3,500 0.01%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 44,000 800 0.01%
PEPSICO INC    (COM) PEP 43,000 358 0.01%
ISHARES TR    (CORE US AGGBD ET) AGG 43,000 372 0.01%
LIBERTY ALL STAR EQUITY FD    (SH BEN INT) USA 42,000 8,635 0.01%
AMERICAN ELEC PWR CO INC    (COM) AEP 41,000 509 0.01%
ISHARES TR    (RUS 2000 GRW ETF) IWO 39,000 245 0.01%
ISHARES TR    (PFD AND INCM SEC) PFF 32,000 1,000 0.01%
NETFLIX INC    (COM) NFLX 32,000 85 0.01%
XILINX INC    (COM) XLNX 31,000 400 0.01%
GLOBAL NET LEASE INC    (COM NEW) 26,000 1,959 0.00%
PROCTER & GAMBLE CO    (COM) PG 26,000 236 0.00%
MOLSON COORS BEVERAGE CO    (CL B) TAP 20,000 513 0.00%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 15,000 386 0.00%
ISHARES TR    (S&P 500 GRWT ETF) IVW 13,000 80 0.00%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 12,000 170 0.00%
HEALTHCARE TR AMER INC    (CL A NEW) HTA 12,000 500 0.00%
ISHARES SILVER TRUST    (ISHARES) SLV 12,000 953 0.00%
ALPS ETF TR    (ALERIAN MLP) AMLP 6,000 1,663 0.00%
ROCKWELL AUTOMATION INC    (COM) ROK 5,000 36 0.00%
COLONY CR REAL ESTATE INC    (COM CL A) 3,000 852 0.00%
NUVEEN CA QUALTY MUN INCOME    (COM) NAC 3,000 205 0.00%
GENERAL ELECTRIC CO    (COM) GE 3,000 410 0.00%
VEREIT INC    (COM) 2,000 415 0.00%
Total Value As 2020-03-31: 302,309,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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