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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 2020-07-10)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
TESLA INC    (COM) TSLA 4,098,000 3,795 3.68%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL TEC) 3,830,000 19,232 3.44%
INVESCO EXCHANGE-TRADED FD T    (TAXABLE MUN BD) 3,555,000 108,026 3.19%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 3,381,000 56,324 3.04%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 3,250,000 31,104 2.92%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL FIN) 2,969,000 79,691 2.67%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,925,000 28,807 2.63%
ISHARES TR    (PFD AND INCM SEC) PFF 2,875,000 82,999 2.58%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 2,760,000 12,421 2.48%
APPLE INC    (COM) AAPL 2,681,000 7,348 2.41%
ETF MANAGERS TR    (PRIME CYBR SCRTY) 2,678,000 60,208 2.40%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL STP) 2,133,000 15,731 1.91%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 2,047,000 31,327 1.84%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL UTL) 1,902,000 20,911 1.71%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,881,000 35,746 1.69%
VANECK VECTORS ETF TR    (PFD SECS EX FINL) 1,828,000 100,389 1.64%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 1,751,000 10,605 1.57%
KKR INCOME OPPORTUNITIES FD    (COM) KIO 1,655,000 134,329 1.48%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 1,638,000 24,323 1.47%
GLOBAL X FDS    (SOCIAL MED ETF) SOCL 1,628,000 37,993 1.46%
ISHARES TR    (U.S. MED DVC ETF) IHI 1,553,000 5,866 1.39%
SPDR SER TR    (S&P REGL BKG) KRE 1,548,000 40,327 1.39%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,540,000 66,548 1.38%
ISHARES TR    (20 YR TR BD ETF) TLT 1,487,000 9,073 1.33%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,397,000 19,011 1.25%
VANECK VECTORS ETF TR    (SEMICONDUCTOR ET) 1,380,000 9,029 1.24%
ISHARES TR    (SELECT DIVID ETF) DVY 1,357,000 16,807 1.22%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 1,357,000 37,340 1.22%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 1,330,000 26,778 1.19%
ISHARES TR    (US AER DEF ETF) ITA 1,254,000 7,615 1.12%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,211,000 6,285 1.08%
GLOBAL X FDS    (GLOBX SUPDV US) DIV 1,210,000 80,670 1.08%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,195,000 3,875 1.07%
DISNEY WALT CO    (COM DISNEY) DIS 1,136,000 10,185 1.02%
INVESCO EXCH TRADED FD TR II    (EMRNG MKT SVRG) 1,123,000 41,949 1.01%
INVESCO EXCHANGE TRADED FD T    (NASDAQ INTERNT) 1,053,000 5,936 0.94%
AMAZON COM INC    (COM) AMZN 1,018,000 369 0.91%
SPDR GOLD TR    (GOLD SHS) GLD 985,000 5,888 0.88%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 955,000 12,888 0.85%
ISHARES TR    (IBOXX INV CP ETF) LQD 881,000 6,551 0.79%
ALPHABET INC    (CAP STK CL A) GOOGL 866,000 611 0.77%
ARK ETF TR    (INNOVATION ETF) ARKK 861,000 12,075 0.77%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 836,000 34,318 0.75%
PAYPAL HLDGS INC    (COM) PYPL 823,000 4,725 0.74%
ISHARES TR    (CORE US AGGBD ET) AGG 810,000 6,853 0.72%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 804,000 14,253 0.72%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 776,000 5,326 0.69%
PUTNAM MANAGED MUN INCOME TR    (COM) PMM 730,000 99,537 0.65%
CONSOLIDATED EDISON INC    (COM) ED 692,000 9,620 0.62%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL IND) 672,000 5,607 0.60%
SPDR SER TR    (PORTFOLIO LN COR) LWC 635,000 20,025 0.57%
ALPHABET INC    (CAP STK CL C) GOOG 594,000 420 0.53%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 531,000 5,545 0.47%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 529,000 10,219 0.47%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL DIS) 512,000 5,762 0.46%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 485,000 9,671 0.43%
FACEBOOK INC    (CL A) FB 482,000 2,121 0.43%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 478,000 26,730 0.43%
ISHARES GOLD TRUST    (ISHARES) IAU 475,000 27,960 0.42%
VANGUARD WORLD FD    (EXTENDED DUR) EDV 459,000 2,767 0.41%
SPDR SER TR    (AEROSPACE DEF) XAR 457,000 5,215 0.41%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 445,000 3,687 0.40%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 435,000 4,347 0.39%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 426,000 3,335 0.38%
ISHARES TR    (MORTGE REL ETF) 402,000 16,173 0.36%
INVESCO EXCHANGE TRADED FD T    (GBL LISTED PVT) 402,000 38,825 0.36%
VANECK VECTORS ETF TR    (EMERGING MKTS HI) 390,000 17,520 0.35%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL ENR) 382,000 13,613 0.34%
ALLIANZGI CONV INCOME FD    (COM) NCV 370,000 84,450 0.33%
SQUARE INC    (CL A) 369,000 3,520 0.33%
UBER TECHNOLOGIES INC    (COM) 314,000 10,091 0.28%
ISHARES TR    (NASDAQ BIOTECH) IBB 310,000 2,268 0.27%
CREDIT SUISSE HIGH YLD BND F    (SH BEN INT) DHY 306,000 153,160 0.27%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 304,000 3,265 0.27%
STITCH FIX INC    (COM CL A) 300,000 12,040 0.26%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 296,000 2,530 0.26%
SSGA ACTIVE ETF TR    (INCOM ALLO ETF) INKM 285,000 9,400 0.25%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 275,000 4,007 0.24%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 261,000 3,325 0.23%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 238,000 7,986 0.21%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 228,000 1,337 0.20%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 225,000 1,845 0.20%
PROSHARES TR    (SHORT S&P 500 NE) 219,000 9,775 0.19%
AMERICAN CENTY ETF TR    (STOXX US QUALT) 209,000 5,795 0.18%
ISHARES TR    (US HLTHCR PR ETF) IHF 206,000 1,065 0.18%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 205,000 3,491 0.18%
MICROSOFT CORP    (COM) MSFT 201,000 988 0.18%
ISHARES TR    (NEW YORK MUN ETF) NYF 197,000 3,419 0.17%
VANECK VECTORS ETF TR    (VIETNAM ETF) 183,000 13,600 0.16%
HOME DEPOT INC    (COM) HD 182,000 727 0.16%
ISHARES TR    (MICRO-CAP ETF) IWC 178,000 2,040 0.16%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 174,000 8,225 0.15%
MAIN STR CAP CORP    (COM) MAIN 170,000 5,460 0.15%
BOINGO WIRELESS INC    (COM) WIFI 170,000 12,800 0.15%
ISHARES TR    (IBOXX HI YD ETF) HYG 169,000 2,074 0.15%
NVIDIA CORPORATION    (COM) NVDA 165,000 433 0.14%
CAMBRIA ETF TR    (SHSHLD YIELD ETF) SYLD 161,000 5,005 0.14%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 161,000 2,820 0.14%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 158,000 2,806 0.14%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 158,000 780 0.14%
GLOBAL X FDS    (NASDAQ 100 COVER) 155,000 7,364 0.13%
VANECK VECTORS ETF TR    (LOW CARBN ENERGY) 154,000 1,885 0.13%
AT&T INC    (COM) T 153,000 5,047 0.13%
ISHARES TR    (US HOME CONS ETF) ITB 144,000 3,265 0.12%
INVESCO EXCHANGE TRADED FD T    (HIG YLD EQ DIV) 142,000 9,815 0.12%
ZILLOW GROUP INC    (CL A) Z 141,000 2,445 0.12%
INVESCO EXCHANGE-TRADED FD T    (SOLAR ETF) 141,000 3,910 0.12%
WISDOMTREE TR    (US MIDCAP DIVID) DON 138,000 4,880 0.12%
NBT BANCORP INC    (COM) NBTB 138,000 4,500 0.12%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 137,000 3,934 0.12%
ISHARES SILVER TR    (ISHARES) SLV 135,000 7,930 0.12%
NETFLIX INC    (COM) NFLX 134,000 294 0.12%
INVESCO EXCHANGE TRADED FD T    (ZACKS MULT AST) 133,000 8,070 0.11%
ABERDEEN TOTAL DYNAMIC DIVD    (COM SH BEN INT) 131,000 17,000 0.11%
SPDR SER TR    (GLB DOW ETF) DGT 129,000 1,652 0.11%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 126,000 2,320 0.11%
DROPBOX INC    (CL A) 125,000 5,740 0.11%
BOEING CO    (COM) BA 122,000 663 0.10%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 121,000 1,085 0.10%
INVESCO EXCH TRADED FD TR II    (1 30 LADER TRE) 121,000 3,062 0.10%
ORACLE CORP    (COM) ORCL 121,000 2,195 0.10%
ISHARES TR    (SP SMCP600VL ETF) IJS 121,000 1,007 0.10%
ETF MANAGERS TR    (ETFMG ALTR HRVST) 113,000 8,783 0.10%
UNITED PARCEL SERVICE INC    (CL B) UPS 111,000 1,000 0.09%
INVESCO EXCHANGE TRADED FD T    (DYNMC BLDG CON) 108,000 3,543 0.09%
ISHARES TR    (MRGSTR MD CP VAL) JKI 107,000 850 0.09%
BLACKSTONE MTG TR INC    (COM CL A) BXMT 107,000 4,435 0.09%
ISHARES TR    (JPMORGAN USD EMG) EMB 106,000 972 0.09%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 105,000 4,173 0.09%
CISCO SYS INC    (COM) CSCO 105,000 2,241 0.09%
WISDOMTREE TR    (ITL HIGH DIV FD) DTH 104,000 3,160 0.09%
JPMORGAN CHASE & CO    (COM) JPM 104,000 1,109 0.09%
VISA INC    (COM CL A) V 103,000 534 0.09%
ISHARES TR    (TIPS BD ETF) TIP 103,000 839 0.09%
WISDOMTREE TR    (INTL MIDCAP DV) DIM 102,000 1,913 0.09%
SLACK TECHNOLOGIES INC    (COM CL A) 101,000 3,245 0.09%
SPDR SER TR    (BLOOMBERG BRCLYS) 100,000 989 0.08%
PROSHARES TR    (ULTSHT RUSS2000) TWM 98,000 9,500 0.08%
MODERNA INC    (COM) 96,000 1,490 0.08%
REAVES UTIL INCOME FD    (COM SH BEN INT) UTG 93,000 3,096 0.08%
SPDR SER TR    (HLTH CR EQUIP) XHE 93,000 1,045 0.08%
VERIZON COMMUNICATIONS INC    (COM) VZ 92,000 1,676 0.08%
SPDR SER TR    (OILGAS EQUIP) 90,000 2,707 0.08%
BK OF AMERICA CORP    (COM) BAC 89,000 3,741 0.08%
RMR REAL ESTATE INCOME FD    (COM) RAP 85,000 7,277 0.07%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 85,000 777 0.07%
INOVIO PHARMACEUTICALS INC    (COM NEW) INO 84,000 3,102 0.07%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 81,000 456 0.07%
DRAFTKINGS INC    (COM CL A) 81,000 2,429 0.07%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 80,000 370 0.07%
FLWS 1 800 FLOWERS    (CL A) FLWS 80,000 4,000 0.07%
INVESCO ACTIVELY MANAGED ETF    (EMGRING MKTS50) 79,000 1,985 0.07%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 78,000 5,505 0.07%
CITIGROUP INC    (COM NEW) C 76,000 1,478 0.06%
ISHARES INC    (MSCI EURZONE ETF) EZU 76,000 2,090 0.06%
FIDELITY COVINGTON TR    (MSCI CONSM DIS) FDIS 69,000 1,320 0.06%
GENERAL ELECTRIC CO    (COM) GE 67,000 9,826 0.06%
EXXON MOBIL CORP    (COM) XOM 64,000 1,429 0.05%
ISHARES TR    (PHLX SEMICND ETF) IGW 60,000 221 0.05%
GLOBAL X FDS    (LITHIUM BTRY ETF) 60,000 1,900 0.05%
INVESCO QQQ TR    (UNIT SER 1) 60,000 242 0.05%
ISHARES TR    (RUS 1000 GRW ETF) IWF 60,000 314 0.05%
BARCLAYS BANK PLC    (IPSPGS TTL ETN) GSP 59,000 6,804 0.05%
GILEAD SCIENCES INC    (COM) GILD 57,000 737 0.05%
RENAISSANCE CAP GREENWICH FD    (IPO ETF) IPO 55,000 1,360 0.04%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 55,000 384 0.04%
SELECT SECTOR SPDR TR    (ENERGY) XLE 54,000 1,415 0.04%
EHEALTH INC    (COM) EHTH 53,000 540 0.04%
MASTERCARD INCORPORATED    (CL A) MA 52,000 175 0.04%
VANGUARD INDEX FDS    (VALUE ETF) VTV 51,000 510 0.04%
BLACKROCK CALIF MUN INCOME T    (SH BEN INT) BFZ 51,000 3,850 0.04%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 50,000 599 0.04%
WILLIAMS SONOMA INC    (COM) WSM 49,000 600 0.04%
INVESCO EXCH TRD SLF IDX FD    (DEFENSIVE EQTY) 49,000 950 0.04%
WORKHORSE GROUP INC    (COM NEW) 47,000 2,700 0.04%
WESTERN ASSET GLOBAL HIGH IN    (COM) EHI 47,000 5,095 0.04%
CONSTELLATION BRANDS INC    (CL A) STZ 45,000 260 0.04%
BLACKROCK LTD DURATION INC T    (COM SHS) BLW 43,000 3,110 0.03%
CHEVRON CORP NEW    (COM) CVX 43,000 479 0.03%
ISHARES TR    (NATIONAL MUN ETF) MUB 42,000 360 0.03%
CALAMOS CONV & HIGH INCOME F    (COM SHS) CHY 42,000 3,675 0.03%
ISHARES U S ETF TR    (INT RT HDG C B) LQDH 41,000 455 0.03%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 41,000 880 0.03%
ABBVIE INC    (COM) ABBV 40,000 409 0.03%
ISHARES TR    (U.S. PHARMA ETF) IHE 40,000 260 0.03%
ISHARES TR    (US HLTHCARE ETF) IYH 38,000 175 0.03%
REGENERON PHARMACEUTICALS    (COM) REGN 38,000 61 0.03%
GLADSTONE COMMERCIAL CORP    (COM) GOOD 38,000 2,000 0.03%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 38,000 1,171 0.03%
ARROW ETF TR    (ARROW DJ GLB YLD) GYLD 38,000 3,265 0.03%
INVESCO EXCHANGE TRADED FD T    (DYNMC BIOTECH) 37,000 638 0.03%
BLACKROCK MUNIHOLDINGS FD IN    (COM) MHD 37,000 2,500 0.03%
FIRST TR EXCH TRADED FD III    (CALIF MUN INCM) 37,000 700 0.03%
FIRST TR EXCHANGE-TRADED FD    (MULTI ASSET DI) MDIV 36,000 2,650 0.03%
JOHNSON & JOHNSON    (COM) JNJ 36,000 254 0.03%
INVESCO EXCHANGE TRADED FD T    (DYNMC LEISURE) 36,000 1,232 0.03%
CATERPILLAR INC DEL    (COM) CAT 34,000 269 0.03%
INVESCO EXCHANGE TRADED FD T    (WATER RES ETF) 34,000 949 0.03%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 34,000 120 0.03%
MARRIOTT INTL INC NEW    (CL A) MAR 33,000 390 0.02%
1 2 3 Next >Full Portfolio View
Total Value As 2020-06-30: 111,156,000 SEC FILING
* Portfolios do not reflect changes after reporting
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