Joseph P. Lucia & Associates, LLC
Top Portfolio Positions
46 positions ·
$68,807,322 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,299 | $11,750,223 | 17.08% | |
| NVDA |
Nvidia Corp
Technology
|
55,591 | $9,695,070 | 14.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,777 | $7,659,054 | 11.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,232 | $7,546,038 | 10.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,804 | $5,658,672 | 8.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,582 | $2,621,499 | 3.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,162 | $2,059,504 | 2.99% | |
| UBER |
Uber Technologies, Inc
Technology
|
19,055 | $1,370,626 | 1.99% | |
| ET |
Energy Transfer LP
Energy
|
66,660 | $1,286,538 | 1.87% | |
| KIO |
KKR Income Opportunities Fund
Financial Services
|
99,034 | $1,089,374 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,089,374 | 99,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,221,783 | 105,417 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,407,571 | 111,712 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,394,800 | 111,051 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,288,483 | 104,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,395,534 | 104,300 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,467,837 | 99,447 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,319,036 | 96,280 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,267,858 | 93,638 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,142,336 | 90,878 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,106,144 | 92,487 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,081,320 | 93,137 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,030,385 | 93,842 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $966,424 | 87,777 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,023,353 | 89,454 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $982,800 | 84,433 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,201,643 | 83,274 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,664,521 | 98,376 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,664,437 | 101,614 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,747,530 | 104,768 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,744,471 | 110,270 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,665,856 | 115,444 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,834,505 | 135,588 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,654,933 | 134,329 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,511,993 | 141,838 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||