HoldingsChannel.com
Lucia Wealth Services LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
JOHNSON & JOHNSON 129,206 -2,956 $17,996
     JNJ129,206-2,956$17,996
MICROSOFT CORP 112,430 -5,651 $15,061
     MSFT112,430-5,651$15,061
APPLE INC 74,436 -3,632 $14,732
     AAPL74,436-3,632$14,732
HERSHEY CO 105,146 -2,067 $14,093
     HSY105,146-2,067$14,093
BROADRIDGE FINL SOLUTIONS IN 107,156 -3,603 $13,682
     BR107,156-3,603$13,682
KIMBERLY CLARK CORP 89,190 -1,780 $11,887
     KMB89,190-1,780$11,887
AUTOMATIC DATA PROCESSING IN 67,369 -1,145 $11,138
     ADP67,369-1,145$11,138
ISHARES TR (SMLF) 249,994 +39,282 $10,072
     SMLF249,994+39,282$10,072
FIRST TR EXCH TRADED FD III (HUSV) 364,051 +364,051 $9,647
     HUSV364,051+364,051$9,647
ISHARES TR (LRGF) 271,760 -71,312 $8,631
     LRGF271,760-71,312$8,631
ALPHABET INC 7,742 -25 $8,368
     GOOG7,742-25$8,368
INVESCO ACTIVELY MANAGD ETF (VRIG) 297,768 +175,403 $7,405
     VRIG297,768+175,403$7,405
MONDELEZ INTL INC 128,153 -2,779 $6,907
     MDLZ128,153-2,779$6,907
MOLSON COORS BREWING CO 109,473 -877 $6,130
     TAP109,473-877$6,130
CLOROX CO DEL 39,199 -446 $6,002
     CLX39,199-446$6,002
ISHARES INC (EMGF) 135,603 -3,271 $5,714
     EMGF135,603-3,271$5,714
MCCORMICK & CO INC 36,298 -569 $5,627
     MKC36,298-569$5,627
HABIT RESTAURANTS INC 526,996 -7,302 $5,528
     HABT526,996-7,302$5,528
VANGUARD SCOTTSDALE FDS (VMBS) 102,333 +69,079 $5,406
     VMBS102,333+69,079$5,406
VANGUARD SCOTTSDALE FDS (VGIT) 79,116 +68,746 $5,219
     VGIT79,116+68,746$5,219
ISHARES GOLD TRUST (IAU) 362,646 -26,369 $4,896
     IAU362,646-26,369$4,896
SPDR SERIES TRUST (SPTS) 159,271 +61,371 $4,778
     SPTS159,271+61,371$4,778
REALITY SHS ETF TR (DIVY) 152,123 -4,320 $4,045
     DIVY152,123-4,320$4,045
SPDR SERIES TRUST (ITE) 62,691 +62,691 $3,874
     ITE62,691+62,691$3,874
REALITY SHS ETF TR (GARD) 139,339 +508 $3,370
     GARD139,339+508$3,370
VANGUARD INDEX FDS (VTI) 18,526 +392 $2,781
     VTI18,526+392$2,781
GLOBAL X FDS 304,951 +13,686 $2,690
     MLPA304,951+13,686$2,690
MERCK & CO INC 27,639 +11,685 $2,318
     MRK27,639+11,685$2,318
TRAVELERS COMPANIES INC 14,714 -3,612 $2,200
     TRV14,714-3,612$2,200
SCHWAB STRATEGIC TR 36,211 -84,243 $2,039
     SCHP36,211-84,243$2,039
HOME DEPOT INC 9,274 -1,453 $1,929
     HD9,274-1,453$1,929
ISHARES TR (SUB) 17,966 -9,269 $1,914
     SUB17,966-9,269$1,914
CROWN CASTLE INTL CORP NEW 14,339 +14,339 $1,869
     CCI14,339+14,339$1,869
BOEING CO 5,093 -798 $1,854
     BA5,093-798$1,854
BERKSHIRE HATHAWAY INC DEL      $1,800
     BRK.A5UNCH$1,592
     BRK.B974-30$208
VANECK VECTORS ETF TR (PFXF) 82,460 -4,709 $1,631
     PFXF82,460-4,709$1,631
TAKE TWO INTERACTIVE SOFTWAR 13,246 -4,037 $1,504
     TTWO13,246-4,037$1,504
TABLEAU SOFTWARE INC 8,947 -2,122 $1,485
     DATA8,947-2,122$1,485
QUANTA SVCS INC 38,699 +38,699 $1,478
     PWR38,699+38,699$1,478
ADOBE INC 4,930 +4,930 $1,453
     ADBE4,930+4,930$1,453
MASTERCARD INC 5,455 -1,213 $1,443
     MA5,455-1,213$1,443
IQVIA HLDGS INC 8,698 +1,677 $1,400
     IQV8,698+1,677$1,400
AMERICAN EXPRESS CO 11,277 -2,534 $1,392
     AXP11,277-2,534$1,392
VANGUARD GROUP (VIG) 11,731 +745 $1,351
     VIG11,731+745$1,351
AKAMAI TECHNOLOGIES INC 16,751 -3,191 $1,342
     AKAM16,751-3,191$1,342
CYBERARK SOFTWARE LTD 10,331 -4,443 $1,321
     CYBR10,331-4,443$1,321
SPDR S&P 500 ETF TR (SPY) 4,372 -452 $1,281
     SPY4,372-452$1,281
ICON PLC 8,195 -382 $1,262
     ICLR8,195-382$1,262
ALIBABA GROUP HLDG LTD 7,409 -4,604 $1,255
     BABA7,409-4,604$1,255
CERNER CORP 15,731 +15,731 $1,153
     CERN15,731+15,731$1,153

See Full List: All Stocks Held By Lucia Wealth Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lucia Wealth Services LLC

Size ($ in 1000's)
At 06/30/2019: $290,528
At 03/31/2019: $291,671

Lucia Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lucia Wealth Services LLC 13F filings. Link to 13F filings: SEC filings

Lucia Wealth Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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