Long-term investor
Joseph P. Lucia & Associates, LLC @josephpluciaassociatesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001775391).
Record
- Tracked since 2025-06-30 (448 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +11.1% · all +11.1%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92189F676 · 7.0% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- 808524102 · 3.1% · long · since 2025-06-30
- 46137V282 · 2.8% · long · since 2025-06-30
- 78462F103 · 2.7% · long · since 2025-06-30
- 74348A467 · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 81369Y803 · 2.4% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- 808524300 · 2.2% · long · since 2025-06-30
- 092528603 · 2.1% · long · since 2025-06-30