Joseph P. Lucia & Associates, LLC
All 13F Filings
- Location
- Yorktown Heights, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 345,538
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 194 | 345,538 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q2 2026 | 8/7/2026 | 188 | 332,558 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q1 2026 | 5/14/2026 | 169 | 279,716 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| 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 | 71.25 K | 20.6% | 9.453 K | 0 | 9.453 K |
| ETFs | 273.3 K | 79.1% | 3.59 K | 0 | 3.59 K |
| Debt | 955 | 0.3% | 0 | 51 | -51 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
345,538
Holdings
194
QoQ value change ($000)
12,980
(3.9%)
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.