Lucia Wealth Services LLC
|
CRD # | 152396 |
SEC # | 801-71073 |
CIK # | |
AUM |
$1.3 BB (70% Disc, 100% US)
|
Employees | 75 (35% Investors, 51% Brokers) |
Phone | 800-644-1150 |
Address | 13520 Evening Creek Drive, N San Diego, CA 92128 |
Source |
IAPD
Website
Twitter
LinkedIn
Facebook
Instagram
|
Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
JNJ |
369,000.0 |
15.2 |
|
AAPL |
843,560.0 |
13.8 |
|
BR |
11,510.0 |
10.3 |
|
ADP |
65,820.0 |
10.2 |
|
MSFT |
865,660.0 |
9.7 |
|
TAP |
9,780.0 |
8.9 |
|
HSY |
23,230.0 |
8.8 |
|
PG |
249,110.0 |
7.0 |
|
KMB |
40,500.0 |
6.5 |
|
FB |
491,090.0 |
6.2 |
View All
|
[{"dt": "2018-02-13", "sector": "Basic Industries", "value": 0.007357}, {"dt": "2018-02-13", "sector": "Capital Goods", "value": 0.005089}, {"dt": "2018-02-13", "sector": "Consumer Durables", "value": 0.012578}, {"dt": "2018-02-13", "sector": "Consumer Non-Durables", "value": 0.029741}, {"dt": "2018-02-13", "sector": "Consumer Services", "value": 0.009931}, {"dt": "2018-02-13", "sector": "Energy", "value": 0.002616}, {"dt": "2018-02-13", "sector": "Exchange-Traded Fund", "value": 0.025526}, {"dt": "2018-02-13", "sector": "Finance", "value": 0.012963}, {"dt": "2018-02-13", "sector": "Health Care", "value": 0.023473}, {"dt": "2018-02-13", "sector": "Miscellaneous", "value": 0.018769}, {"dt": "2018-02-13", "sector": "n/a", "value": 0.005114}, {"dt": "2018-02-13", "sector": "Public Utilities", "value": 0.005136}, {"dt": "2018-02-13", "sector": "Technology", "value": 0.051506}, {"dt": "2018-02-13", "sector": "Transportation", "value": 0.001117}]
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