HoldingsChannel.com
Lucia Wealth Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
JOHNSON & JOHNSON 163,921 +31,971 $23,911
     JNJ163,921+31,971$23,911
APPLE INC 71,866 -6,035 $21,103
     AAPL71,866-6,035$21,103
MICROSOFT CORP 108,926 -2,566 $17,178
     MSFT108,926-2,566$17,178
HERSHEY CO 108,425 +2,375 $15,936
     HSY108,425+2,375$15,936
BROADRIDGE FINL SOLUTIONS IN 112,100 +3,859 $13,849
     BR112,100+3,859$13,849
AUTOMATIC DATA PROCESSING IN 79,709 +6,290 $13,590
     ADP79,709+6,290$13,590
KIMBERLY CLARK CORP 94,723 +2,905 $13,029
     KMB94,723+2,905$13,029
ALPHABET INC 8,484 +213 $11,343
     GOOG8,484+213$11,343
FIRST TR EXCH TRADED FD III (HUSV) 397,279 +32,468 $11,052
     HUSV397,279+32,468$11,052
CLOROX CO DEL 53,946 +13,725 $8,283
     CLX53,946+13,725$8,283
INVESCO ACTIVELY MANAGD ETF (VRIG) 322,065 +19,568 $8,039
     VRIG322,065+19,568$8,039
ISHARES TR (SMLF) 185,567 -41,278 $7,963
     SMLF185,567-41,278$7,963
MONDELEZ INTL INC 137,861 +4,051 $7,593
     MDLZ137,861+4,051$7,593
ISHARES TR (LRGF) 201,176 -44,973 $6,937
     LRGF201,176-44,973$6,937
HABIT RESTAURANTS INC 641,618 +93,187 $6,692
     HABT641,618+93,187$6,692
MCCORMICK & CO INC 37,890 +484 $6,431
     MKC37,890+484$6,431
VANGUARD SCOTTSDALE FDS (VMBS) 95,872 -3,319 $5,098
     VMBS95,872-3,319$5,098
VANGUARD SCOTTSDALE FDS (VGIT) 74,343 -2,185 $4,899
     VGIT74,343-2,185$4,899
SPROTT PHYSICAL GOLD TRUST 397,257 -105,962 $4,839
     PHYS397,257-105,962$4,839
ISHARES INC (EMGF) 101,250 -22,347 $4,612
     EMGF101,250-22,347$4,612
SPDR SERIES TRUST (ITE) 140,080 +13,253 $4,333
     ITE140,080+13,253$4,333
SPDR SERIES TRUST (SPTS) 143,186 -10,343 $4,290
     SPTS143,186-10,343$4,290
ISHARES GOLD TRUST (IAU) 292,754 -37,666 $4,245
     IAU292,754-37,666$4,245
VANGUARD INDEX FDS (VTI) 22,216 +2,811 $3,635
     VTI22,216+2,811$3,635
BERKSHIRE HATHAWAY INC DEL      $3,513
     BRK.B8,015-35$1,815
     BRK.A5UNCH$1,698
REALITY SHS ETF TR (DIVY) 126,043 -15,422 $3,364
     DIVY126,043-15,422$3,364
REALITY SHS ETF TR (GARD) 116,572 -15,094 $3,127
     GARD116,572-15,094$3,127
MERCK & CO INC 27,675 +525 $2,517
     MRK27,675+525$2,517
AMERICAN EXPRESS CO 17,715 -334 $2,205
     AXP17,715-334$2,205
CROWN CASTLE INTL CORP NEW 14,944 -453 $2,124
     CCI14,944-453$2,124
VANGUARD GROUP (VIG) 16,654 +3,285 $2,076
     VIG16,654+3,285$2,076
GLOBAL X FDS 263,142 -27,049 $2,074
     MLPA263,142-27,049$2,074
COMCAST CORP NEW 45,597 +28,121 $2,050
     CMCSA45,597+28,121$2,050
DELTA AIR LINES INC DEL 32,921 +8,924 $1,925
     DAL32,921+8,924$1,925
ADOBE INC 5,447 +710 $1,796
     ADBE5,447+710$1,796
ALIBABA GROUP HLDG LTD 8,321 +154 $1,765
     BABA8,321+154$1,765
SCHWAB STRATEGIC TR 30,222 -2,243 $1,711
     SCHP30,222-2,243$1,711
ISHARES TR (SUB) 15,770 -1,136 $1,684
     SUB15,770-1,136$1,684
HOME DEPOT INC 7,554 -482 $1,650
     HD7,554-482$1,650
SALESFORCE COM INC 10,111 +1,291 $1,644
     CRM10,111+1,291$1,644
XILINX INC 16,408 +5,124 $1,604
     XLNX16,408+5,124$1,604
CYBERARK SOFTWARE LTD 13,642 +68 $1,590
     CYBR13,642+68$1,590
SPDR S&P 500 ETF TR (SPY) 4,856 +291 $1,563
     SPY4,856+291$1,563
MOLSON COORS BREWING CO 26,676 -77,696 $1,438
     TAP26,676-77,696$1,438
VANECK VECTORS ETF TRUST (PFXF) 70,896 -5,907 $1,434
     PFXF70,896-5,907$1,434
MASTERCARD INC 4,767 -333 $1,423
     MA4,767-333$1,423
ULTA BEAUTY INC 5,623 +1,887 $1,423
     ULTA5,623+1,887$1,423
YANDEX N V 32,524 +4,116 $1,414
     YNDX32,524+4,116$1,414
SPDR SERIES TRUST (SDY) 12,825 +861 $1,380
     SDY12,825+861$1,380
TAKE TWO INTERACTIVE SOFTWAR 11,025 +5,278 $1,350
     TTWO11,025+5,278$1,350

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 12/31/2019: $325,752
At 09/30/2019: $300,387

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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