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  Name: Joseph P. Lucia & Associates LLC
  City: Yorktown Heights
  State: NY
  Zip: 10598
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,670,000
  Total Value Change : $26,003,000
  Securities Held Change : 5
   
All Securities Held : 122
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LIT)1 Year Chart         LIT Global X Lithium ETF Closed $44.94 $0 0 0% -263,000 -5,170 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS Closed $161.40 $0 0 0% -228,000 -1,522 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co Closed $178.51 $0 0 0% -204,000 -782 0    Aerospace/Defense - M...
   (GOEV)1 Year Chart         GOEV Canoo Class A Closed $2.56 $0 0 0% -5,000 -20,000 0    N/A
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... Closed $13.84 $0 0 0% -172,000 -11,040 0    Closed - End Fund - Debt

      5 Records Found
  1    
Page 1 of 1
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