Joseph P. Lucia & Associates, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$279.7M
Holdings
169
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SMH
VANECK ETF TRUST
Q1 2026: Exited (was 36.6k shares)
4.9%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 47.5k shares)
4.2%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 54.8k shares)
3.5%
04
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 328.2k shares)
3.0%
05
$NOBL
PROSHARES TR
Q1 2026: Exited (was 79.0k shares)
3.0%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 11.4k shares)
2.7%
07
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 35.4k shares)
2.7%
08
$BINC
BLACKROCK ETF TRUST II
Q1 2026: Exited (was 120.9k shares)
2.5%
09
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 229.9k shares)
2.4%
10
$RSPT
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 147.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:07 UTC.