Andrews, Lucia Wealth Management LLC
Long-term investor · CA · @andrewsluciawealthmanage
0.0%
All time
S&P +14.9%
Long-term investor
Andrews, Lucia Wealth Management LLC @andrewsluciawealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906227).
Record
- Tracked since 2025-06-30 (491 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 37.1% · long · since 2025-09-30
- 25434V724 · 8.1% · long · since 2025-09-30
- 25434V609 · 7.3% · long · since 2025-09-30
- 25434V880 · 7.1% · long · since 2025-09-30
- 25434V807 · 6.1% · long · since 2025-09-30
- 25434V203 · 5.8% · long · since 2025-09-30
- 25434V500 · 4.4% · long · since 2025-09-30
- 025072885 · 3.5% · long · since 2025-09-30
- 25434V104 · 3.4% · long · since 2025-09-30
- 25434V401 · 3.2% · long · since 2025-09-30
- 25434V302 · 3.1% · long · since 2025-09-30
- 25434V781 · 1.7% · long · since 2025-09-30