HoldingsChannel.com
Lucia Wealth Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 77,901 +3,465 $17,447
     AAPL77,901+3,465$17,447
JOHNSON & JOHNSON 131,950 +2,744 $17,072
     JNJ131,950+2,744$17,072
HERSHEY CO 106,050 +904 $16,437
     HSY106,050+904$16,437
MICROSOFT CORP 111,492 -938 $15,501
     MSFT111,492-938$15,501
BROADRIDGE FINL SOLUTIONS IN 108,241 +1,085 $13,468
     BR108,241+1,085$13,468
KIMBERLY CLARK CORP 91,818 +2,628 $13,043
     KMB91,818+2,628$13,043
AUTOMATIC DATA PROCESSING IN 73,419 +6,050 $11,851
     ADP73,419+6,050$11,851
ALPHABET INC 8,271 +529 $10,082
     GOOG8,271+529$10,082
FIRST TR EXCH TRADED FD III (HUSV) 364,811 +760 $10,047
     HUSV364,811+760$10,047
ISHARES TR (SMLF) 226,845 -23,149 $9,049
     SMLF226,845-23,149$9,049
ISHARES TR (LRGF) 246,149 -25,611 $7,857
     LRGF246,149-25,611$7,857
INVESCO ACTIVELY MANAGD ETF (VRIG) 302,497 +4,729 $7,529
     VRIG302,497+4,729$7,529
MONDELEZ INTL INC 133,810 +5,657 $7,402
     MDLZ133,810+5,657$7,402
CLOROX CO DEL 40,221 +1,022 $6,108
     CLX40,221+1,022$6,108
MOLSON COORS BREWING CO 104,372 -5,101 $6,001
     TAP104,372-5,101$6,001
SPROTT PHYSICAL GOLD TRUST 503,219 +503,219 $5,948
     PHYS503,219+503,219$5,948
MCCORMICK & CO INC 37,406 +1,108 $5,847
     MKC37,406+1,108$5,847
VANGUARD SCOTTSDALE FDS (VMBS) 99,191 -3,142 $5,283
     VMBS99,191-3,142$5,283
VANGUARD SCOTTSDALE FDS (VGIT) 76,528 -2,588 $5,102
     VGIT76,528-2,588$5,102
ISHARES INC (EMGF) 123,597 -12,006 $5,053
     EMGF123,597-12,006$5,053
HABIT RESTAURANTS INC 548,431 +21,435 $4,793
     HABT548,431+21,435$4,793
ISHARES GOLD TRUST (IAU) 330,420 -32,226 $4,659
     IAU330,420-32,226$4,659
SPDR SERIES TRUST (SPTS) 153,529 -5,742 $4,609
     SPTS153,529-5,742$4,609
SPDR SERIES TRUST (ITE) 126,827 +64,136 $3,966
     ITE126,827+64,136$3,966
REALITY SHS ETF TR (DIVY) 141,465 -10,658 $3,694
     DIVY141,465-10,658$3,694
BERKSHIRE HATHAWAY INC DEL      $3,234
     BRK.B8,050+7,076$1,675
     BRK.A5UNCH$1,559
REALITY SHS ETF TR (GARD) 131,666 -7,673 $3,234
     GARD131,666-7,673$3,234
VANGUARD INDEX FDS (VTI) 19,405 +879 $2,930
     VTI19,405+879$2,930
GLOBAL X FDS 290,191 -14,760 $2,432
     MLPA290,191-14,760$2,432
MERCK & CO INC 27,150 -489 $2,285
     MRK27,150-489$2,285
CROWN CASTLE INTL CORP NEW 15,397 +1,058 $2,140
     CCI15,397+1,058$2,140
AMERICAN EXPRESS CO 18,049 +6,772 $2,135
     AXP18,049+6,772$2,135
TRAVELERS COMPANIES INC 13,706 -1,008 $2,038
     TRV13,706-1,008$2,038
BOEING CO 5,207 +114 $1,981
     BA5,207+114$1,981
HOME DEPOT INC 8,036 -1,238 $1,865
     HD8,036-1,238$1,865
SCHWAB STRATEGIC TR 32,465 -3,746 $1,843
     SCHP32,465-3,746$1,843
ISHARES TR (SUB) 16,906 -1,060 $1,801
     SUB16,906-1,060$1,801
VANGUARD GROUP (VIG) 13,369 +1,638 $1,599
     VIG13,369+1,638$1,599
VANECK VECTORS ETF TR (PFXF) 76,803 -5,657 $1,559
     PFXF76,803-5,657$1,559
MASTERCARD INC 5,100 -355 $1,385
     MA5,100-355$1,385
DELTA AIR LINES INC DEL 23,997 +23,997 $1,382
     DAL23,997+23,997$1,382
ALIBABA GROUP HLDG LTD 8,167 +758 $1,366
     BABA8,167+758$1,366
CYBERARK SOFTWARE LTD 13,574 +3,243 $1,355
     CYBR13,574+3,243$1,355
SPDR S&P 500 ETF TR (SPY) 4,565 +193 $1,355
     SPY4,565+193$1,355
AKAMAI TECHNOLOGIES INC 14,716 -2,035 $1,345
     AKAM14,716-2,035$1,345
QUANTA SVCS INC 35,409 -3,290 $1,338
     PWR35,409-3,290$1,338
ADOBE INC 4,737 -193 $1,309
     ADBE4,737-193$1,309
SALESFORCE COM INC 8,820 +7,782 $1,309
     CRM8,820+7,782$1,309
SPDR SERIES TRUST (SDY) 11,964 +1,417 $1,228
     SDY11,964+1,417$1,228
ICON PLC 7,828 -367 $1,153
     ICLR7,828-367$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 09/30/2019: $300,387
At 06/30/2019: $290,528

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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