Joseph P. Lucia & Associates, LLC
Top Portfolio Positions
45 positions ·
$68,532,947 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,299 | $11,750,223 | 17.15% |
| NVDA |
Nvidia Corp
Technology
|
55,591 | $9,695,070 | 14.15% |
| SPY |
Spdr S&P 500 Etf Trust
|
11,777 | $7,659,054 | 11.18% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,232 | $7,546,038 | 11.01% |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,804 | $5,658,672 | 8.26% |
| META |
Meta Platforms, Inc.
Communication Services
|
4,582 | $2,621,499 | 3.83% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,162 | $2,059,504 | 3.01% |
| UBER |
Uber Technologies, Inc
Technology
|
19,055 | $1,370,626 | 2.00% |
| ET |
Energy Transfer LP
Energy
|
66,660 | $1,286,538 | 1.88% |
| KIO |
KKR Income Opportunities Fund
Financial Services
|
99,034 | $1,089,374 | 1.59% |
Holdings in DBP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $620,625 | 5,640 | Shares | Sole | 2026-05-15 | |
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