Joseph-P-Lucia--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  null,
  null,
  "KIO",
  null,
  "ALDX",
  "BCAT",
  "HD",
  null,
  null,
  "ETW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KULR",
  "META",
  null,
  null,
  null,
  null,
  null,
  "PMM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "PFE",
  "VZ",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "GLD",
  null,
  null,
  "IBM",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "VOE",
  null,
  null,
  null,
  "VIG",
  "XLB",
  null,
  null,
  null,
  null,
  "IWP",
  "DHY",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VFH",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  "ED",
  "RSP",
  null,
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 140
Total Value: 218847129
Accession Number: 0001172661-25-001800
Form Type: 13F-HR
CIK: joseph-p-lucia--associates
Manager Name: Joseph-P-Lucia--Associates

Data Enrichment

41% identified

57 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $218.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288810

Shares:16.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$218.8M)

46137V530

Shares:23.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$218.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:6.4K

Value:$983.6K

% of Portfolio:0.4% ($983.6K/$218.8M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:8.8K

Value:$968.3K

% of Portfolio:0.4% ($968.3K/$218.8M)

37950E416

Shares:21.6K

Value:$946.5K

% of Portfolio:0.4% ($946.5K/$218.8M)

81369Y886

Shares:11.9K

Value:$935.6K

% of Portfolio:0.4% ($935.6K/$218.8M)

46429B747

Shares:9.0K

Value:$929.5K

% of Portfolio:0.4% ($929.5K/$218.8M)

MICROSOFT CORP

MSFT|594918104

Shares:2.3K

Value:$868.9K

% of Portfolio:0.4% ($868.9K/$218.8M)

464288760

Shares:5.3K

Value:$805.8K

% of Portfolio:0.4% ($805.8K/$218.8M)

025072257

Shares:15.7K

Value:$804.1K

% of Portfolio:0.4% ($804.1K/$218.8M)

389930207

Shares:21.5K

Value:$784.5K

% of Portfolio:0.4% ($784.5K/$218.8M)

37954Y475

Shares:19.2K

Value:$757.7K

% of Portfolio:0.3% ($757.7K/$218.8M)

78464A102

Shares:3.9K

Value:$753.4K

% of Portfolio:0.3% ($753.4K/$218.8M)

092528603

Shares:12.1K

Value:$634.2K

% of Portfolio:0.3% ($634.2K/$218.8M)

00888H687

Shares:21.8K

Value:$622.0K

% of Portfolio:0.3% ($622.0K/$218.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$613.0K

% of Portfolio:0.3% ($613.0K/$218.8M)

Walt Disney Co

DIS|254687106

Shares:6.1K

Value:$598.5K

% of Portfolio:0.3% ($598.5K/$218.8M)

37954Y384

Shares:17.7K

Value:$573.0K

% of Portfolio:0.3% ($573.0K/$218.8M)

46138E354

Shares:7.7K

Value:$572.1K

% of Portfolio:0.3% ($572.1K/$218.8M)

922908512

VOE|922908512

Shares:3.5K

Value:$558.4K

% of Portfolio:0.3% ($558.4K/$218.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288810)✕	16.9K	QoQ +0.92% (+155) YoY -12.40% (-2.4K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$218.8M)	QoQ +4.10% (+$40.1K) YoY -10.01% (-$113.1K)
(cusip46137V530)✕	23.0K	QoQ 0.00% (-0) YoY +31.44% (+5.5K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$218.8M)	QoQ -5.48% (-$58.8K) YoY +45.41% (+$316.5K)
Alphabet Inc.(GOOGLcusip02079K305)	6.4K	QoQ -7.53% (-518) YoY -3.97% (-263)	All Managers (Combined)	$983.6K	0.4% ($983.6K/$218.8M)	QoQ -24.47% (-$318.7K) YoY -1.61% (-$16.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	8.8K	QoQ +0.12% (+11) YoY +2.24% (+192)	All Managers (Combined)	$968.3K	0.4% ($968.3K/$218.8M)	QoQ +24.08% (+$187.9K) YoY +24.50% (+$190.6K)
(cusip37950E416)✕	21.6K	QoQ -1.88% (-414) YoY -14.35% (-3.6K)	All Managers (Combined)	$946.5K	0.4% ($946.5K/$218.8M)	QoQ +1.64% (-$15.3K) YoY -6.78% (-$68.9K)
(cusip81369Y886)✕	11.9K	QoQ +0.61% (+72) YoY NEW(+11.9K)	All Managers (Combined)	$935.6K	0.4% ($935.6K/$218.8M)	QoQ +4.81% (+$42.9K) YoY NEW(+$935.6K)
(cusip46429B747)✕	9.0K	QoQ -1.10% (-100) YoY -31.44% (-4.1K)	All Managers (Combined)	$929.5K	0.4% ($929.5K/$218.8M)	QoQ +1.72% (-$15.7K) YoY -28.65% (-$373.4K)
MICROSOFT CORP(MSFTcusip594918104)	2.3K	QoQ -11.26% (-294) YoY +2.98% (-67)	All Managers (Combined)	$868.9K	0.4% ($868.9K/$218.8M)	QoQ -20.99% (-$230.9K) YoY -8.11% (-$76.7K)
(cusip464288760)✕	5.3K	QoQ +3.74% (+190) YoY +67.61% (+2.1K)	All Managers (Combined)	$805.8K	0.4% ($805.8K/$218.8M)	QoQ +9.27% (+$68.4K) YoY +94.50% (+$391.5K)
(cusip025072257)✕	15.7K	QoQ +60.05% (+5.9K) YoY NEW(+15.7K)	All Managers (Combined)	$804.1K	0.4% ($804.1K/$218.8M)	QoQ +61.50% (+$306.2K) YoY NEW(+$804.1K)
(cusip389930207)✕	21.5K	QoQ +54.97% (+7.6K) YoY NEW(+21.5K)	All Managers (Combined)	$784.5K	0.4% ($784.5K/$218.8M)	QoQ +35.06% (+$203.7K) YoY NEW(+$784.5K)
(cusip37954Y475)✕	19.2K	QoQ -6.12% (-1.3K) YoY -8.55% (-1.8K)	All Managers (Combined)	$757.7K	0.3% ($757.7K/$218.8M)	QoQ -11.52% (-$98.7K) YoY -11.47% (-$98.2K)
(cusip78464A102)✕	3.9K	QoQ +1.44% (-56) YoY +36.62% (+1.1K)	All Managers (Combined)	$753.4K	0.3% ($753.4K/$218.8M)	QoQ -3.58% (-$28.0K) YoY +43.68% (+$229.1K)
(cusip092528603)✕	12.1K	QoQ +122.45% (+6.7K) YoY NEW(+12.1K)	All Managers (Combined)	$634.2K	0.3% ($634.2K/$218.8M)	QoQ +123.99% (+$351.1K) YoY NEW(+$634.2K)
(cusip00888H687)✕	21.8K	QoQ 0.00% (-0) YoY NEW(+21.8K)	All Managers (Combined)	$622.0K	0.3% ($622.0K/$218.8M)	QoQ -1.24% (-$7.8K) YoY NEW(+$622.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ +6.67% (+72) YoY +74.92% (+493)	All Managers (Combined)	$613.0K	0.3% ($613.0K/$218.8M)	QoQ +25.33% (+$123.9K) YoY +121.53% (+$336.3K)
Walt Disney Co(DIScusip254687106)	6.1K	QoQ -13.63% (-957) YoY -31.97% (-2.9K)	All Managers (Combined)	$598.5K	0.3% ($598.5K/$218.8M)	QoQ -23.44% (-$183.3K) YoY -45.13% (-$492.3K)
(cusip37954Y384)✕	17.7K	QoQ +4.13% (+704) YoY +29.34% (+4.0K)	All Managers (Combined)	$573.0K	0.3% ($573.0K/$218.8M)	QoQ +4.94% (+$27.0K) YoY +40.60% (+$165.5K)
(cusip46138E354)✕	7.7K	QoQ -3.16% (-250) YoY -20.34% (-2.0K)	All Managers (Combined)	$572.1K	0.3% ($572.1K/$218.8M)	QoQ +3.36% (-$18.6K) YoY -9.63% (-$61.0K)
(VOEcusip922908512)	3.5K	QoQ +0.02% (-1) YoY -8.56% (-326)	All Managers (Combined)	$558.4K	0.3% ($558.4K/$218.8M)	QoQ -0.72% (-$4.1K) YoY -5.85% (-$34.7K)