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| Name: |
Joseph P. Lucia & Associates LLC |
| City: |
Yorktown Heights |
| State: |
NY |
| Zip: |
10598 |
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data |
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| Holdings
Found :
11 |
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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 |
|
SOCL |
Global X Social Media Index |
55 |
- |
$38.38 |
$1,015,000 |
25,210 |
0.54% |
-3,000 |
0 |
0.567 |
N/A |
|
|
PSP |
Invesco Global Listed Priva... |
77 |
- |
$65.15 |
$421,000 |
6,382 |
0.23% |
24,000 |
0 |
0.022 |
Closed - End Fund - E... |
|
|
PGF |
Invesco Financial Preferred... |
91 |
- |
$14.71 |
$307,000 |
20,165 |
0.16% |
13,000 |
0 |
0.023 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
96 |
- |
$412.05 |
$277,000 |
658 |
0.15% |
42,000 |
0 |
0 |
Property & Casualty I... |
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IWC |
iShares Russell Microcap Index |
100 |
- |
$117.13 |
$259,000 |
2,138 |
0.14% |
11,000 |
0 |
0.027 |
Closed - End Fund - E... |
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DHY |
Credit Suisse High Yield Bo... |
103 |
- |
$2.05 |
$247,000 |
122,185 |
0.13% |
5,000 |
0 |
0.119 |
Closed - End Fund - Debt |
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REM |
iShares FTSE NAREIT Mort Pl... |
113 |
- |
$0.00 |
$215,000 |
9,267 |
0.12% |
-4,000 |
0 |
0.022 |
Closed - End Fund - Debt |
|
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LWC |
SPDR Series Trust |
118 |
- |
$22.41 |
$203,000 |
8,726 |
0.11% |
-5,000 |
0 |
0.007 |
N/A |
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NCV |
Virtus AllianzGI Convertibl... |
120 |
- |
$3.20 |
$136,000 |
40,789 |
0.07% |
-1,000 |
0 |
0.045 |
Closed - End Fund - Debt |
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ALDX |
Aldeyra Therapeutics, Inc. |
121 |
- |
$3.77 |
$92,000 |
28,252 |
0.05% |
-7,000 |
0 |
0.049 |
N/A |
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NOK |
Nokia Corporation (ADR) |
122 |
- |
$3.72 |
$53,000 |
15,000 |
0.03% |
2,000 |
0 |
0.003 |
Communication Equipment |
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