MondegarAI
Joseph P. Lucia & Associates, LLC

Q3 2025 · 13F-HR

Joseph P. Lucia & Associates, LLCholdings as filed

Filed 2025-10-20 · accession 0001172661-25-004332

$265.1M
Reported value
161
Positions
2025-09-30
Period end
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The Brief · Joseph P. Lucia & Associates, LLC · Q3 2025

AI · grounded in 13F

Joseph P. Lucia & Associates, LLC established a new position in SMH valued at $12.1M. The fund also initiated new stakes in AAPL for $10.5M and NVDA for $9.7M. Additional new positions include SCHB at $8.4M and NOBL at $8.3M. Total assets under management for the period stand at $265.1M across 161 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92189F676SMHVANECK ETF TRUST$12.1M4.57%37,143CommonNONE
037833100AAPLAPPLE INC$10.5M3.94%41,058CommonNONE
67066G104NVDANVIDIA CORPORATION$9.7M3.64%51,765CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$8.4M3.16%325,418CommonNONE
74348A467NOBLPROSHARES TR$8.3M3.14%80,719CommonNONE
023135106AMZNAMAZON COM INC$7.7M2.89%34,846CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.6M2.85%236,869CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.2M2.72%10,822CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$6.9M2.60%154,792CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$6.5M2.47%23,188CommonNONE
46137V340RSPFINVESCO EXCHANGE TRADED FD T$6.2M2.35%80,226CommonNONE
46090E103QQQINVESCO QQQ TR$5.7M2.15%9,483CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.6M1.75%81,294CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4.5M1.71%23,962CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4.5M1.71%165,622CommonNONE
464287168DVYISHARES TR$4.5M1.69%31,601CommonNONE
464287226AGGISHARES TR$4.4M1.65%43,591CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.1M1.55%76,049CommonNONE
032108664HACKAMPLIFY ETF TR$4.1M1.54%47,043CommonNONE
464287242LQDISHARES TR$3.8M1.44%34,181CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3.5M1.34%66,669CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$3.4M1.29%116,745CommonNONE
30303M102METAMETA PLATFORMS INC$3.4M1.26%4,565CommonNONE
922908538VOTVANGUARD INDEX FDS$3.1M1.17%10,593CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$3.0M1.15%34,012CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.8M1.06%106,698CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$2.7M1.02%48,066CommonNONE
921937819BIVVANGUARD BD INDEX FDS$2.7M1.01%34,305CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.6M0.99%12,217CommonNONE
353506108FTSDFRANKLIN ETF TR$2.6M0.98%28,541CommonNONE
922908751VBVANGUARD INDEX FDS$2.6M0.97%10,103CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.5M0.96%18,296CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.5M0.93%88,566CommonNONE
00162Q858SDOGALPS ETF TR$2.3M0.88%38,706CommonNONE
464287432TLTISHARES TR$2.2M0.85%25,115CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.2M0.83%74,426CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.2M0.83%14,189CommonNONE
46137V365RSPGINVESCO EXCHANGE TRADED FD T$2.1M0.81%26,873CommonNONE
37954Y483QYLDGLOBAL X FDS$2.1M0.79%123,234CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.1M0.78%36,166CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.9M0.71%18,871CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.9M0.70%20,740CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$1.8M0.69%53,727CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.8M0.67%19,709CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.8M0.66%17,885CommonNONE
464288687PFFISHARES TR$1.7M0.65%54,843CommonNONE
92189F429PFXFVANECK ETF TRUST$1.7M0.64%95,705CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$1.7M0.63%46,360CommonNONE
464287523SOXXISHARES TR$1.6M0.60%5,867CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.60%6,519CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.6M0.59%17,982CommonNONE
46137V373RSPSINVESCO EXCHANGE TRADED FD T$1.5M0.57%51,730CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.57%2,902CommonNONE
48249T106KIOKKR INCOME OPPORTUNITIES FD$1.4M0.53%111,712CommonNONE
29273V100ETENERGY TRANSFER L P$1.4M0.53%81,660CommonNONE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$1.4M0.52%23,998CommonNONE
025072257SDSIAMERICAN CENTY ETF TR$1.4M0.52%26,674CommonNONE
464288760ITAISHARES TR$1.4M0.52%6,545CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$1.3M0.50%26,014CommonNONE
46137V530PNQIINVESCO EXCHANGE TRADED FD T$1.3M0.49%23,247CommonNONE
37950E416SOCLGLOBAL X FDS$1.2M0.47%20,391CommonNONE
97717Y691WCLDWISDOMTREE TR$1.2M0.45%34,203CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.2M0.45%45,646CommonNONE
46429B655FLOTISHARES TR$1.2M0.44%22,809CommonNONE
78464A698KRESPDR SERIES TRUST$1.2M0.44%18,363CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.43%4,058CommonNONE
464288513HYGISHARES TR$1.1M0.42%13,822CommonNONE
78464A102XNTKSPDR SERIES TRUST$1.1M0.42%4,110CommonNONE
64110L106NFLXNETFLIX INC$1.0M0.39%867CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.0M0.39%38,259CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.38%23,072CommonNONE
464288810IHIISHARES TR$905,1650.34%15,066CommonNONE
922908363VOOVANGUARD INDEX FDS$891,0130.34%1,455CommonNONE
46429B747STIPISHARES TR$843,2110.32%8,158CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$835,6360.32%9,386CommonNONE
02079K107GOOGALPHABET INC$807,4890.30%3,315CommonNONE
37954Y384BUGGLOBAL X FDS$794,4110.30%22,574CommonNONE
209115104EDCONSOLIDATED EDISON INC$779,3260.29%7,752CommonNONE
025072109KORPAMERICAN CENTY ETF TR$753,1270.28%15,822CommonNONE
00888H687SEPWAIM ETF PRODUCTS TRUST$745,2430.28%23,730CommonNONE
00888H406JULWAIM ETF PRODUCTS TRUST$733,3430.28%19,095CommonNONE
56167N183KHPIMANAGED PORTFOLIO SERIES$679,9400.26%26,633CommonNONE
37954Y475XYLDGLOBAL X FDS$679,6690.26%17,312CommonNONE
92204A504VHTVANGUARD WORLD FD$668,9890.25%2,577CommonNONE
254687106DISDISNEY WALT CO$666,4920.25%5,820CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$626,1970.24%7,936CommonNONE
78463V107GLDSPDR GOLD TR$614,6080.23%1,729CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$602,5030.23%5,090CommonNONE
464287481IWPISHARES TR$600,9700.23%4,220CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$593,7360.22%1,181CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$575,7050.22%8,857CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$572,2600.22%2,388CommonNONE
00888H711AUGWAIM ETF PRODUCTS TRUST$565,3050.21%17,688CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$537,0030.20%7,005CommonNONE
11135F101AVGOBROADCOM INC$530,1630.20%1,606CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$526,7050.20%7,168CommonNONE
922908512VOEVANGUARD INDEX FDS$522,7080.20%2,994CommonNONE
032108409DIVOAMPLIFY ETF TR$512,5550.19%11,500CommonNONE
09260U109BCATBLACKROCK CAP ALLOCATION TER$511,4230.19%34,579CommonNONE
808524631SCYBSCHWAB STRATEGIC TR$508,4310.19%19,021CommonNONE
27829C105ETWEATON VANCE TAX-MANAGED GLOB$505,3940.19%55,844CommonNONE
88160R101TSLATESLA INC$473,2350.18%1,064CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$464,3050.18%15,950CommonNONE
922908629VOVANGUARD INDEX FDS$464,1090.18%1,580CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$454,8950.17%1,442CommonNONE
37960A529SHLDGLOBAL X FDS$440,0540.17%6,265CommonNONE
00888H844NVBWAIM ETF PRODUCTS TRUST$433,0050.16%13,009CommonNONE
025072810FDGAMERICAN CENTY ETF TR$428,5170.16%3,558CommonNONE
00888H786FEBWAIM ETF PRODUCTS TRUST$425,1860.16%12,830CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$398,3140.15%5,771CommonNONE
84858T772EUADSPINNAKER ETF SERIES$396,2860.15%8,437CommonNONE
437076102HDHOME DEPOT INC$379,0870.14%935CommonNONE
464287457SHYISHARES TR$375,9970.14%4,532CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$374,0090.14%13,705CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$356,0160.13%726CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$351,7910.13%16,808CommonNONE
931142103WMTWALMART INC$349,0640.13%3,387CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$347,0350.13%14,907CommonNONE
00888H737JUNWAIM ETF PRODUCTS TRUST$339,4710.13%10,355CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$330,1310.12%7,836CommonNONE
770700102HOODROBINHOOD MKTS INC$308,2670.12%2,153CommonNONE
00888H752MAYWAIM ETF PRODUCTS TRUST$297,9410.11%9,041CommonNONE
46137V621PGFINVESCO EXCHANGE TRADED FD T$296,4350.11%20,276CommonNONE
808524706SCHESCHWAB STRATEGIC TR$291,4540.11%8,734CommonNONE
19260Q107COINCOINBASE GLOBAL INC$290,9160.11%862CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$286,5210.11%3,656CommonNONE
37954Y376PFFVGLOBAL X FDS$286,4800.11%12,391CommonNONE
21873S108CRWVCOREWEAVE INC$285,3320.11%2,085CommonNONE
92204A405VFHVANGUARD WORLD FD$284,9220.11%2,171CommonNONE
464288869IWCISHARES TR$278,0530.10%1,865CommonNONE
78464A631XARSPDR SERIES TRUST$277,2530.10%1,180CommonNONE
922908553VNQVANGUARD INDEX FDS$274,6670.10%3,004CommonNONE
37950E291DIVGLOBAL X FDS$274,3720.10%15,510CommonNONE
00888H794DECWAIM ETF PRODUCTS TRUST$273,9820.10%8,305CommonNONE
922908736VUGVANGUARD INDEX FDS$270,9800.10%565CommonNONE
532457108LLYELI LILLY & CO$270,3730.10%354CommonNONE
68389X105ORCLORACLE CORP$266,8970.10%949CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$266,2880.10%5,385CommonNONE
389638107ETHEGRAYSCALE ETHEREUM TRUST ETF$253,2210.10%7,389CommonNONE
464285204IAUISHARES GOLD TR$249,6740.09%3,431CommonNONE
922908769VTIVANGUARD INDEX FDS$248,0540.09%755CommonNONE
37954Y632AIQGLOBAL X FDS$239,4490.09%4,848CommonNONE
30231G102XOMEXXON MOBIL CORP$237,3100.09%2,104CommonNONE
697435105PANWPALO ALTO NETWORKS INC$227,0360.09%1,115CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$225,2710.08%805CommonNONE
717081103PFEPFIZER INC$220,2030.08%8,642CommonNONE
060505104BACBANK AMERICA CORP$216,7050.08%4,200CommonNONE
149123101CATCATERPILLAR INC$216,3320.08%453CommonNONE
78467V202INKMSSGA ACTIVE ETF TR$209,3300.08%6,320CommonNONE
464288828IHFISHARES TR$208,4260.08%4,220CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$206,0070.08%6,955CommonNONE
00888H703JANTAIM ETF PRODUCTS TRUST$205,6050.08%5,169CommonNONE
922020805VTIPVANGUARD MALVERN FDS$205,5580.08%4,060CommonNONE
132061201SYLDCAMBRIA ETF TR$204,9500.08%2,985CommonNONE
97717W505DONWISDOMTREE TR$202,4530.08%3,871CommonNONE
316092204FDISFIDELITY COVINGTON TRUST$200,0820.08%1,945CommonNONE
22544F103DHYCREDIT SUISSE HIGH YIELD CRE$198,4500.07%96,335CommonNONE
746823103PMMPUTNAM MANAGED MUN INCOME TR$180,1850.07%29,832CommonNONE
01438T106ALDXALDEYRA THERAPEUTICS INC$164,9050.06%31,591CommonNONE
29415C101EOSEEOS ENERGY ENTERPRISES INC$115,3240.04%10,125CommonNONE
03945R102ACHRARCHER AVIATION INC$108,9250.04%11,370CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.