StockDriftsStockDriftsTop 50 Joseph P. Lucia & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | 7.01% | 35.6K | $23.3M | -1.19%(-429) | $74.21(+692.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.99% | 45.9K | $13.3M | -0.92%(-425) | $109.60(+178.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.31% | 55.0K | $11.0M | -0.97%(-542) | $49.53(+356.39%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.07% | 352.6K | $10.2M | +3.90%(+13.22K) | $17.13(+75.21%) | 2026-06-30 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 2.77% | 143.0K | $9.2M | -1.71%(-2.49K) | $17.80(+272.02%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.68% | 11.9K | $8.9M | +1.12%(+132) | $471.83(+64.33%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 2.62% | 155.0K | $8.7M | -0.69%(-1.07K) | $40.85(+42.82%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.59% | 36.1K | $8.6M | -0.29%(-104) | $142.35(+84.43%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.43% | 42.4K | $8.1M | -1.50%(-645) | $28.96(+558.60%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.3% | 10.4K | $7.7M | +5.85%(+574) | $359.87(+103.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.73% | +71.63% | +10.73% | +66.43% |
| Top 20 Holdings Unweighted | +17.19% | +60.94% | +8.96% | +53.57% |
Joseph P. Lucia & Associates, LLC reports $332.56M in US-listed equity holdings across 188 positions in its most recent 13F filing. Its largest disclosed positions are SMH (7.0%), AAPL (4.0%) and NVDA (3.3%). The top 20 holdings account for 51.16% of reported assets. Its disclosed equity book has returned +71.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Joseph P. Lucia & Associates, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1775391). View Joseph P. Lucia & Associates, LLC’s 13F filings on SEC