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STOCK TICKER:

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

Joseph P. Lucia & Associates, LLC INSTITUTION : Joseph P. Lucia & Associates, LLC
Joseph P. Lucia & Associates, LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
INVESCO EXCHANGE-TRADED FD T    (TAXABLE MUN BD) 3,117,000 100,865 3.46%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 2,903,000 50,483 3.22%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL TEC) 2,877,000 18,042 3.19%
ISHARES TR    (PFD AND INCM SEC) PFF 2,718,000 85,362 3.02%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,504,000 31,153 2.78%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL FIN) 2,379,000 75,772 2.64%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 2,226,000 11,766 2.47%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 2,199,000 61,653 2.44%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,198,000 27,597 2.44%
TESLA INC    (COM) TSLA 2,115,000 4,037 2.35%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL UTL) 2,097,000 23,711 2.33%
APPLE INC    (COM) AAPL 1,938,000 7,619 2.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL STP) 1,886,000 15,251 2.09%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 1,718,000 33,354 1.91%
VANECK VECTORS ETF TR    (PFD SECS EX FINL) 1,702,000 103,174 1.89%
ISHARES TR    (20 YR TR BD ETF) TLT 1,597,000 9,680 1.77%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,550,000 36,770 1.72%
KKR INCOME OPPORTUNITIES FD    (COM) KIO 1,512,000 141,838 1.68%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,406,000 67,548 1.56%
SPDR SER TR    (S&P REGL BKG) KRE 1,326,000 40,691 1.47%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 1,317,000 22,833 1.46%
ISHARES TR    (U.S. MED DVC ETF) IHI 1,280,000 5,678 1.42%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 1,278,000 10,084 1.42%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 1,218,000 25,952 1.35%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 1,172,000 37,445 1.30%
GLOBAL X FDS    (SOCIAL MED ETF) SOCL 1,170,000 39,668 1.30%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,160,000 19,191 1.28%
ISHARES TR    (US AER DEF ETF) ITA 1,159,000 8,055 1.28%
ISHARES TR    (SELECT DIVID ETF) DVY 1,154,000 15,686 1.28%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 1,075,000 83,435 1.19%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,033,000 6,217 1.14%
AMAZON COM INC    (COM) AMZN 926,000 475 1.02%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 881,000 12,613 0.97%
DISNEY WALT CO    (COM DISNEY) DIS 881,000 9,124 0.97%
ALPHABET INC    (CAP STK CL A) GOOGL 826,000 711 0.91%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 821,000 6,759 0.91%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 792,000 14,291 0.88%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 785,000 12,811 0.87%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 755,000 2,929 0.83%
CONSOLIDATED EDISON INC    (COM) ED 750,000 9,609 0.83%
INVESCO EXCHANGE-TRADED FD T    (EMRNG MKT SVRG) 722,000 30,184 0.80%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 685,000 33,091 0.76%
INVESCO EXCHANGE TRADED FD T    (NASDAQ INTERNT) 643,000 5,111 0.71%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 620,000 5,371 0.68%
VANECK VECTORS ETF TR    (SEMICONDUCTOR ET) 571,000 4,875 0.63%
PROSHARES TR    (SHORT S&P 500 NE) 517,000 18,675 0.57%
SPDR SER TR    (PORTFOLIO LN COR) LWC 510,000 17,913 0.56%
ALPHABET INC    (CAP STK CL C) GOOG 488,000 420 0.54%
ISHARES TR    (CORE US AGGBD ET) AGG 471,000 4,081 0.52%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 467,000 5,745 0.51%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL IND) 467,000 4,762 0.51%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 451,000 26,730 0.50%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 434,000 9,801 0.48%
PAYPAL HLDGS INC    (COM) PYPL 431,000 4,500 0.47%
PUTNAM MANAGED MUN INCOME TR    (COM) PMM 425,000 58,992 0.47%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 423,000 9,405 0.47%
ISHARES GOLD TRUST    (ISHARES) IAU 419,000 27,781 0.46%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 411,000 4,643 0.45%
SPDR SER TR    (AEROSPACE DEF) XAR 397,000 5,215 0.44%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 389,000 3,505 0.43%
SPDR GOLD TRUST    (GOLD SHS) GLD 368,000 2,487 0.40%
FACEBOOK INC    (CL A) FB 354,000 2,121 0.39%
ALLIANZGI CONV INCOME FD    (COM) NCV 336,000 89,953 0.37%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 327,000 3,335 0.36%
VANECK VECTORS ETF TR    (EMERGING MKTS HI) 322,000 16,130 0.35%
INVESCO EXCHANGE TRADED FD T    (GBL LISTED PVT) 316,000 38,825 0.35%
ISHARES TR    (MORTGE REL ETF) 302,000 16,173 0.33%
ARK ETF TR    (INNOVATION ETF) ARKK 298,000 6,780 0.33%
UBER TECHNOLOGIES INC    (COM) 282,000 10,091 0.31%
CREDIT SUISSE HIGH YLD BND F    (SH BEN INT) DHY 280,000 153,160 0.31%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL DIS) 260,000 3,877 0.28%
SSGA ACTIVE ETF TR    (INCOM ALLO ETF) INKM 259,000 9,400 0.28%
ISHARES TR    (IBOXX INV CP ETF) LQD 244,000 1,972 0.27%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL ENR) 238,000 11,888 0.26%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 236,000 4,007 0.26%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 233,000 2,255 0.25%
WISDOMTREE TR    (INDIA ERNGS FD) EPI 227,000 14,000 0.25%
STITCH FIX INC    (COM CL A) 217,000 17,113 0.24%
ISHARES TR    (NASDAQ BIOTECH) IBB 215,000 1,994 0.23%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 206,000 7,986 0.22%
ISHARES TR    (MICRO-CAP ETF) IWC 199,000 2,963 0.22%
FLWS/1-800 FLOWERS    (CL A) FLWS 198,000 15,000 0.22%
MICROSOFT CORP    (COM) MSFT 197,000 1,247 0.21%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 190,000 3,491 0.21%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 188,000 1,517 0.20%
ISHARES TR    (NEW YORK MUN ETF) NYF 187,000 3,306 0.20%
AMERICAN CENTY ETF TR    (STOXX US QUALT) 182,000 5,795 0.20%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL REL) 178,000 7,767 0.19%
ISHARES TR    (US HLTHCR PR ETF) IHF 176,000 1,055 0.19%
ISHARES TR    (IBOXX HI YD ETF) HYG 152,000 1,974 0.16%
HOME DEPOT INC    (COM) HD 151,000 807 0.16%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 148,000 8,225 0.16%
NBT BANCORP INC    (COM) NBTB 146,000 4,500 0.16%
AT&T INC    (COM) T 146,000 5,012 0.16%
BOINGO WIRELESS INC    (COM) WIFI 146,000 13,800 0.16%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 145,000 3,227 0.16%
GLOBAL X FDS    (NASDAQ 100 COVER) 142,000 7,364 0.15%
YANDEX N V    (SHS CLASS A) YNDX 131,000 3,850 0.14%
CAMBRIA ETF TR    (SHSHLD YIELD ETF) SYLD 130,000 5,155 0.14%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 130,000 2,570 0.14%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 128,000 4,128 0.14%
INVESCO EXCHANGE TRADED FD T    (HIG YLD EQ DIV) 127,000 9,815 0.14%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 126,000 2,320 0.14%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 122,000 780 0.13%
INVESCO EXCHANGE-TRADED FD T    (1 30 LADER TRE) 121,000 3,062 0.13%
WISDOMTREE TR    (US MIDCAP DIVID) DON 118,000 4,880 0.13%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 116,000 1,085 0.12%
VANECK VECTORS ETF TR    (LOW CARBN ENERGY) 114,000 1,885 0.12%
NVIDIA CORP    (COM) NVDA 114,000 433 0.12%
MAIN STR CAP CORP    (COM) MAIN 112,000 5,460 0.12%
ABERDEEN TOTAL DYNAMIC DIVD    (COM SH BEN INT) 112,000 17,000 0.12%
INVESCO EXCHANGE TRADED FD T    (ZACKS MULT AST) 112,000 8,070 0.12%
SPDR SER TR    (GLB DOW ETF) DGT 112,000 1,652 0.12%
PROSHARES TR    (ULTSHT RUSS2000) TWM 107,000 5,500 0.11%
ORACLE CORP    (COM) ORCL 106,000 2,195 0.11%
ISHARES TR    (SP SMCP600VL ETF) IJS 101,000 1,007 0.11%
ETF MANAGERS TR    (ETFMG ALTR HRVST) 101,000 8,868 0.11%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 101,000 4,273 0.11%
ISHARES TR    (TIPS BD ETF) TIP 100,000 844 0.11%
JPMORGAN CHASE & CO    (COM) JPM 100,000 1,107 0.11%
INVESCO EXCHANGE TRADED FD T    (DYNMC BLDG CON) 100,000 4,552 0.11%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 97,000 1,085 0.10%
ISHARES TR    (JPMORGAN USD EMG) EMB 94,000 972 0.10%
SPDR SER TR    (BLOOMBERG BRCLYS) 94,000 989 0.10%
UNITED PARCEL SERVICE INC    (CL B) UPS 93,000 1,000 0.10%
VERIZON COMMUNICATIONS INC    (COM) VZ 93,000 1,725 0.10%
WISDOMTREE TR    (ITL HIGH DIV FD) DTH 93,000 3,160 0.10%
ISHARES TR    (MRGSTR MD CP VAL) JKI 91,000 850 0.10%
WISDOMTREE TR    (INTL MIDCAP DV) DIM 90,000 1,913 0.10%
VISA INC    (COM CL A) V 90,000 559 0.10%
REAVES UTIL INCOME FD    (COM SH BEN INT) UTG 89,000 3,093 0.09%
CISCO SYS INC    (COM) CSCO 88,000 2,239 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 83,000 456 0.09%
BLACKSTONE MTG TR INC    (COM CL A) BXMT 83,000 4,435 0.09%
GENERAL ELECTRIC CO    (COM) GE 80,000 10,061 0.08%
BK OF AMERICA CORP    (COM) BAC 79,000 3,741 0.08%
EHEALTH INC    (COM) EHTH 76,000 540 0.08%
ISHARES INC    (MSCI EURZONE ETF) EZU 75,000 2,453 0.08%
SPDR SER TR    (HLTH CR EQUIP) XHE 75,000 1,045 0.08%
RMR REAL ESTATE INCOME FD    (COM) RAP 74,000 7,277 0.08%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 74,000 380 0.08%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 72,000 5,505 0.08%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 71,000 777 0.07%
WILLIAMS SONOMA INC    (COM) WSM 68,000 1,600 0.07%
SLACK TECHNOLOGIES INC    (COM CL A) 67,000 2,485 0.07%
PROSHARES TR    (PSHS ULTRA DOW30) DDM 66,000 2,225 0.07%
INVESCO BLDRS INDEX FDS TR    (EMGRING MKTS50) 66,000 1,985 0.07%
ISHARES TR    (US HOME CONS ETF) ITB 64,000 2,215 0.07%
PROSHARES TR    (PSHS ULT S&P 500) SSO 63,000 705 0.07%
DIREXION SHS ETF TR    (DLY SCOND 3XBU) SOXL 63,000 660 0.07%
CITIGROUP INC    (COM NEW) C 62,000 1,477 0.06%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 61,000 2,639 0.06%
BOEING CO    (COM) BA 58,000 388 0.06%
ZILLOW GROUP INC    (CL A) Z 51,000 1,500 0.05%
BARCLAYS BANK PLC    (IPSPGS TTL ETN) GSP 51,000 6,804 0.05%
FIDELITY COVINGTON TR    (MSCI CONSM DIS) FDIS 50,000 1,320 0.05%
BLACKROCK CALIF MUN INCOME T    (SH BEN INT) BFZ 49,000 3,850 0.05%
JOHNSON & JOHNSON    (COM) JNJ 49,000 374 0.05%
CATERPILLAR INC DEL    (COM) CAT 48,000 415 0.05%
ISHARES TR    (RUS 1000 GRW ETF) IWF 47,000 314 0.05%
INVESCO QQQ TR    (UNIT SER 1) 46,000 242 0.05%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 45,000 384 0.05%
VANGUARD INDEX FDS    (VALUE ETF) VTV 45,000 510 0.05%
INVESCO EXCHANGE TRADED FD T    (DYNMC BIOTECH) 43,000 919 0.04%
STMICROELECTRONICS N V    (NY REGISTRY) STM 43,000 2,000 0.04%
INVESCO EXCH TRD SLF IDX FD    (DEFENSIVE EQTY) 43,000 950 0.04%
SQUARE INC    (CL A) 42,000 800 0.04%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 42,000 880 0.04%
MASTERCARD INC    (CL A) MA 42,000 175 0.04%
GLOBAL X FDS    (LITHIUM BTRY ETF) 41,000 1,900 0.04%
ISHARES TR    (NATIONAL MUN ETF) MUB 41,000 360 0.04%
WESTERN ASSET MUN PARTNERS F    (COM) MNP 41,000 3,000 0.04%
GILEAD SCIENCES INC    (COM) GILD 40,000 537 0.04%
SELECT SECTOR SPDR TR    (ENERGY) XLE 40,000 1,390 0.04%
BLACKROCK MUNIHOLDINGS FD IN    (COM) MHD 39,000 2,500 0.04%
BLACKROCK LTD DURATION INC T    (COM SHS) BLW 39,000 3,086 0.04%
EXXON MOBIL CORP    (COM) XOM 39,000 1,029 0.04%
WESTERN ASSET GLOBAL HIGH IN    (COM) EHI 38,000 5,095 0.04%
INVESCO EXCHANGE-TRADED FD T    (S&P SMALLCAP 600) 38,000 905 0.04%
ISHARES U S ETF TR    (INT RT HDG C B) LQDH 38,000 455 0.04%
PROSHARES TR    (ULTRAPRO QQQ) TQQQ 38,000 800 0.04%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 37,000 1,130 0.04%
FIRST TR EXCH TRADED FD III    (CALIF MUN INCM) 36,000 700 0.04%
RENAISSANCE CAP GREENWICH FD    (IPO ETF) IPO 36,000 1,360 0.04%
DBX ETF TR    (XTRACK MSCI EURP) DBEU 36,000 1,500 0.04%
INVESCO EXCHANGE-TRADED FD T    (SOLAR ETF) 35,000 1,400 0.03%
SPDR SER TR    (S&P TRANSN ETF) XTN 34,000 785 0.03%
ISHARES TR    (US HLTHCARE ETF) IYH 33,000 175 0.03%
CALAMOS CONV & HIGH INCOME F    (COM SHS) CHY 32,000 3,675 0.03%
ABBVIE INC    (COM) ABBV 31,000 409 0.03%
CBOE GLOBAL MARKETS INC    (COM) CBOE 31,000 350 0.03%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 31,000 379 0.03%
VANECK VECTORS ETF TR    (VIETNAM ETF) 31,000 3,000 0.03%
MERCK & CO. INC    (COM) MRK 31,000 401 0.03%
ARROW ETF TR    (ARROW DJ GLB YLD) GYLD 31,000 3,265 0.03%
FIRST TR EXCHANGE-TRADED FD    (MULTI ASSET DI) MDIV 31,000 2,650 0.03%
INVESCO EXCHANGE TRADED FD T    (DYNMC LEISURE) 30,000 1,232 0.03%
INVESCO EXCHANGE TRADED FD T    (WATER RES ETF) 30,000 949 0.03%
INTEL CORP    (COM) INTC 30,000 558 0.03%
REGENERON PHARMACEUTICALS    (COM) REGN 30,000 61 0.03%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 89,927,000 SEC FILING
* Portfolios do not reflect changes after reporting
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