Joseph P. Lucia & Associates, LLC
All 13F Filings
- Location
- Yorktown Heights, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 277,279
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 166 | 277,279 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q3 2025 | 10/20/2025 | 161 | 265,097 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q2 2025 | 8/4/2025 | 151 | 244,381 | 13F-HR | Joseph P. Lucia & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 197.6 K | 71.3% | 6.195 K | 0 | 6.195 K |
| ETFs | 78.36 K | 28.3% | 5.854 K | 0 | 5.854 K |
| Debt | 1.095 K | 0.4% | 0 | 70 | -70 |
| Other | 211 | 0.1% | 211 | 0 | 211 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
277,279
Holdings
166
QoQ value change ($000)
12,182
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.