Lucia Wealth Services, LLC 13F Holdings

CIK 0001730471 · San Diego, CA

As of Sep 30, 2020, Lucia Wealth Services, LLC reported 177 positions worth $426.2K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JOHNSON & JOHNSONJNJHealthcare191,956$28.6K6.71%
APPLE INCAAPLTechnology221,722$25.7K6.02%
MICROSOFT CORPMSFTTechnology110,559$23.3K5.46%
BROADRIDGE FINANCIAL SOLUTIONS INCBRTechnology157,753$20.8K4.89%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services689,859 9.3K4.53%
MERCK & CO INCMRKHealthcare222,832 8.5K4.34%
KIMBERLY CLARK CORPKMBConsumer Defensive112,322 6.6K3.89%
ALPHABET INCGOOGEquity10,180 5.0K3.51%
FIRST TR EXCH TRADED FD III——530,843 4.5K3.41%
HERSHEY COHSYConsumer Defensive99,155 4.2K3.33%
AUTOMATIC DATA PROCESSING INCADPIndustrials80,279 1.2K2.63%
KELLANOVAKConsumer Defensive168,373 0.9K2.55%
CLOROX COCLXConsumer Defensive49,966 0.5K2.46%
SPROTT PHYSICAL GOLD TRUSTPHYS—628,282$9.5K2.22%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology73,511$8.9K2.10%
INVESCO ACTIVELY MANAGED EXC——311,156$7.7K1.81%
MCCORMICK & CO INCMKCConsumer Defensive35,827$7.0K1.63%
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETFSPTL—145,465$6.8K1.60%
STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETFSPMB—248,849$6.6K1.56%
STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFFLRN—187,831$5.7K1.35%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETFTOTL—115,650$5.7K1.34%
VANGUARD TOTAL STOCK MKT ETFVTI—31,571$5.4K1.26%
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETFSPTI—150,564$5.0K1.17%
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS—69,804$3.6K0.85%
STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETFJNK—33,296$3.5K0.81%