Joseph P. Lucia & Associates, LLC

Name: Joseph P. Lucia & Associates, LLC 13F holdings, Q1 2025
Creator: Joseph P. Lucia & Associates, LLC
Published: 2025-05-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Joseph P. Lucia & Associates, LLC reported 140 stock positions worth $218.8 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by Proshares S&P 500 Dividend A (NOBL, 3.6%) and Vaneck Semiconductor ETF (SMH, 3.6%). Compared with Q4 2024, it opened 8 new positions, sold out of 14, added to 53 and reduced 58. The biggest buy was Alianzim US Eq BFR20 Jan-Usd (JANW, shares +147%) and the biggest sale Apple (AAPL, shares −6%).

Most Recent 13F: Q2 2026
Location: Yorktown Heights, NY
CIK: 0001775391
Portfolio Value: $218.8M (Q1 2025)
SEC Filing: 0001172661-25-001800 ↗ filed May 14, 2025

Holdings Value

Holdings 140 stocks · $218.8M


AAPL Apple Inc.	4.14%	40,823	$9.1M	Reduce -5.5%
NOBL Proshares S&P 500 Dividend A	3.65%	78,089	$8.0M	Add +3.5%
SMH Vaneck Semiconductor ETF	3.61%	37,356	$7.9M	Reduce -2.8%
SCHB Schwab US Broad Market ETF	3.40%	345,692	$7.4M	Add +2.5%
AMZN Amazon.com Inc.	2.94%	33,800	$6.4M	Reduce -0.6%
SCHG Schwab US Large-Cap Growth	2.73%	238,750	$6.0M	Add +1.2%
RSPF Invesco S&P 500 Equal Weight	2.70%	81,520	$5.9M	Add +0.1%
RSPT Invesco S&P 500 Equal Weight	2.53%	162,072	$5.5M	Reduce -3.9%
NVDA Nvidia Corp.	2.51%	50,659	$5.5M	Add +2.6%
SPY SS SPDR S&P 500 ETF Trust-US	2.32%	9,078	$5.1M	Add +6.2%
XLK SS Technology Select Sector	2.28%	24,119	$5.0M	Reduce -1.2%
QQQ Invesco QQQ Trust Series 1	2.17%	10,136	$4.8M	Add +1.3%
SCHD Schwab US DVD Equity ETF	2.14%	167,167	$4.7M	Add +5.2%
JEPI JPMorgan Equity Premium Inco	2.11%	80,663	$4.6M	Add +3.8%
DVY iShares Select Dividend ETF	2.01%	32,724	$4.4M	Reduce -1.2%
AGG iShares Core U.S. Aggregate	1.83%	40,516	$4.0M	Add +2.7%
RSP Invesco S&P 500 Equal Weight	1.69%	21,293	$3.7M	Add +4.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	1.67%	33,642	$3.7M	Add +1.9%
RSPH Invesco S&P 500 Equal Weight	1.66%	121,945	$3.6M	Reduce -1.1%
XLF SS Financial Select Sector	1.64%	72,142	$3.6M	Add +11.9%
XLE SS Energy Select Sector	1.60%	37,394	$3.5M	Reduce -0.9%
HACK Amplify Cybersecurity ETF	1.56%	47,447	$3.4M	Reduce -1.1%
XLV SS Health Care Select Sector	1.40%	20,936	$3.1M	Reduce -0.7%
BIV Vanguard Intermediate-Term B	1.31%	37,502	$2.9M	Reduce -4.3%
META Meta Platforms Inc. Class A	1.21%	4,607	$2.7M	Reduce -2.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd	1.20%	10,734	$2.6M	Add +1.2%
FTSD Franklin Short Duration U.S.	1.17%	28,088	$2.5M	Reduce -0.3%
VB Vanguard Most SM-Cap ETF-Usd	1.16%	11,400	$2.5M	Reduce -4.4%
RSPN Invesco S&P 500 Equal Weight	1.15%	51,241	$2.5M	Reduce -2.4%
RSPG Invesco S&P 500 Equal Weight	1.09%	29,170	$2.4M	Add +1.1%
SCHX Schwab US Large-Cap ETF	1.08%	106,985	$2.4M	Reduce -3.3%
VIG Vanguard Dividend Apprec ETF	1.08%	12,147	$2.4M	Reduce -1.3%
SDOG Alps Sector Dividend Dogs	1.05%	39,674	$2.3M	Reduce -0.3%
SCHA Schwab US Small-Cap ETF	1.01%	93,964	$2.2M	Reduce -1.7%
QYLD Global X Nasd 100 Cov Call	0.94%	124,077	$2.1M	Reduce -2.1%
SCHM Schwab US Mid Cap ETF	0.92%	77,079	$2.0M	Reduce -0.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.88%	37,122	$1.9M	Add +7.9%
TLT iShares 20+ Year Treasury BD	0.86%	20,641	$1.9M	Reduce -1.0%
PFF iShares Preferred & Income S	0.82%	58,740	$1.8M	Reduce -1.8%
PFXF Vaneck Pref Sec X-Financials	0.79%	102,938	$1.7M	Add +1.1%
AVUV Avantis US Small Cap Value	0.78%	19,596	$1.7M	Add +7.8%
XLI SS Industrial Select Sector	0.76%	12,763	$1.7M	Reduce -0.1%
JANW Alianzim US Eq BFR20 Jan-Usd	0.76%	50,360	$1.7M	Add +146.7%
RSPS Invesco S&P 500 Equal Weight	0.75%	53,405	$1.6M	No change
ET Energy Transfer LP	0.75%	88,262	$1.6M	Add +33.0%
XLB SS Materials Select Sector	0.69%	17,656	$1.5M	Reduce -3.2%
GBTC Grayscale Bitcoin Trust ETF	0.69%	23,158	$1.5M	Reduce -12.2%
BXSL Blackstone Secured Lending F	0.61%	41,491	$1.3M	Add +49.5%
KIO KKR Income Opportunities	0.59%	104,840	$1.3M	Add +0.5%
VZ Verizon Communications Inc.	0.57%	27,556	$1.2M	Reduce -8.4%
UBER Uber Technologies Inc.	0.57%	17,050	$1.2M	Add +8.8%
RSPD Invesco S&P 500 Equal Weight	0.56%	24,363	$1.2M	No change
FLOT iShares Floating Rate Bond E	0.53%	22,922	$1.2M	Add +45.1%
WCLD Wisdomtree Cloud Computing	0.53%	35,860	$1.2M	Add +2.8%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.51%	14,233	$1.1M	Reduce -0.5%
KRE SS SPDR S&P Regional Bank	0.51%	19,474	$1.1M	Add +6.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.50%	4,425	$1.1M	Reduce -4.8%
SCHP Schwab U.S. Tips ETF	0.50%	40,405	$1.1M	Reduce -9.1%
SOXX iShares Semiconductor ETF	0.47%	5,474	$1.0M	Reduce -3.9%
VHT Vanguard Health Care ETF	0.47%	3,857	$1.0M	Reduce -13.5%
IHI iShares U.S. Medical Devices	0.46%	16,883	$1.0M	Add +0.9%
PNQI Invesco Nasdaq Internet ETF	0.46%	22,968	$1.0M	No change
GOOGL Alphabet Inc. Class A	0.45%	6,361	$984K	Reduce -7.5%
ED Consolidated Edison Inc.	0.44%	8,756	$968K	Add +0.1%
SOCL Global X Social Media ETF	0.43%	21,591	$947K	Reduce -1.9%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.43%	11,866	$936K	Add +0.6%
STIP iShares 0-5 Year Tips Bond E	0.42%	8,983	$929K	Reduce -1.1%
MSFT Microsoft Corp.	0.40%	2,315	$869K	Reduce -11.3%
ITA iShares U.S. Aerospace & Def	0.37%	5,263	$806K	Add +3.8%
SDSI Amer Cent SH Dur Strat Inc.	0.37%	15,668	$804K	Add +60.1%
BTC Grayscale Bitcoin Mini ETF	0.36%	21,500	$785K	Add +55.0%
XYLD Global X S&P 500 Cove Call E	0.35%	19,187	$758K	Reduce -6.1%
XNTK SS SPDR Nyse Tech ETF	0.34%	3,928	$753K	Add +1.4%
BINC iShares Flex I A ETF-Usd Inc.	0.29%	12,108	$634K	Add +122.5%
SEPW Alianzim US Eq BFR20 Sep-Usd	0.28%	21,790	$622K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.28%	1,151	$613K	Add +6.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.27%	6,064	$599K	Reduce -13.6%
BUG Global X Cybersecurity ETF	0.26%	17,717	$573K	Add +4.1%
SPLV Invesco S&P 500 Low Volatili	0.26%	7,656	$572K	Reduce -3.2%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.26%	3,478	$558K	Add +0.0%
NVBW Alnzim US Eqt BFR2 No Et-Usd	0.25%	18,009	$551K	No change
XLY SS Consumer Disc Select Sect	0.24%	2,696	$532K	No change
PFE Pfizer Inc.	0.24%	20,328	$515K	Reduce -7.8%
ETW Eaton Vance T/M GLBL Buy-WR	0.23%	61,718	$509K	Add +0.7%
RSPU Invesco S&P 500 Equal Weight	0.22%	7,005	$488K	Reduce -1.4%
GOOG Alphabet Inc. Class C	0.22%	3,023	$472K	Reduce -12.3%
VOO Vanguard S&P 500 ETF	0.21%	882	$453K	No change
DIVO Amplify CWP Enhan Divid ETF	0.21%	11,117	$453K	Add +6.8%
GLD SPDR Gold Shares	0.20%	1,557	$449K	Add +23.9%
TSLA Tesla Inc.	0.20%	1,718	$445K	Reduce -9.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.20%	1,718	$444K	Reduce -0.6%
SCHV Schwab US Large-Cap Value	0.20%	16,148	$429K	Reduce -10.4%
BAB Invesco Taxable Municipal Bo	0.19%	15,907	$424K	Reduce -13.6%
IWP iShares Russell Mid-Cap Grow	0.19%	3,550	$417K	Add +1.0%
SHY iShares 1-3 Year Treasury Bo	0.19%	5,003	$414K	Add +1.7%
KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SERIES	0.19%	16,910	$405K	New
FEBW Alianzim US Eq BFR20 Feb-Usd	0.18%	13,075	$397K	New
XLRE SS Real Estate Select Sector	0.18%	9,426	$394K	Add +25.7%
NFLX Netflix Inc.	0.17%	407	$380K	No change
FDG American Century Focused DYN	0.17%	4,109	$373K	Add +7.5%
LLY Eli Lilly & Co.	0.17%	451	$372K	Add +4.4%
PSP Invesco Global Listed Privat	0.17%	5,771	$370K	No change
BCAT BlackRock Capital Alloc TR	0.16%	24,094	$347K	Add +43.0%
KORP American Century Diversified	0.16%	7,333	$343K	Add +61.2%
IBIT iShares Bitcoin Trust ETF	0.15%	7,192	$337K	Add +2.0%
DIV Global X Superdividend Use	0.15%	17,580	$331K	Reduce -6.9%
JPM JPMorgan Chase & Co.	0.15%	1,338	$328K	No change
PFFV Global X Variable Rate Pref	0.14%	13,319	$315K	Add +8.5%
XLC SS Comm Select Sector SPDR	0.14%	3,261	$315K	New
HD Home Depot Inc.	0.14%	831	$305K	Reduce -2.5%
WMT Walmart Inc.	0.14%	3,420	$300K	New
VFH Vanguard Financials ETF	0.13%	2,406	$287K	No change
PGF Invesco Financial Preferred	0.13%	20,060	$286K	Add +6.7%
MARW Alianzim US Eq BFR20 Mar-Usd	0.13%	9,039	$280K	New
SPHD Invesco S&P 500 High Dividen	0.12%	5,385	$270K	No change
BKLN Invesco Senior Loan ETF	0.12%	13,048	$270K	New
XOM Exxon Mobil Corp.	0.12%	2,199	$261K	Add +0.2%
SCHE Schwab Emrg Mrkts Eqty ETF	0.12%	9,224	$254K	Reduce -13.1%
DECW Alianzim US Eq BFR20 Dec-Usd	0.12%	8,460	$253K	No change
VNQ Vanguard Real Estate ETF	0.11%	2,753	$249K	No change
IWC iShares Micro-Cap ETF	0.11%	2,138	$237K	No change
SHLD Global X Defense Tech ETF	0.11%	5,048	$235K	New
IHF iShares U.S. Healthcare Prov	0.11%	4,445	$235K	No change
XLP SS Consumer Staples Sel Sect	0.10%	2,804	$229K	Reduce -1.3%
VTI VG Morningstar TS MKT ETF-US	0.10%	800	$220K	Add +0.1%
DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD	0.10%	102,185	$217K	No change
DGT SS SPDR Global Dow ETF	0.10%	1,522	$213K	No change
XAR SS SPDR S&P Aerospace Def	0.10%	1,313	$211K	Reduce -12.8%
VUG Vanguard Mrngstar GR ETF-Sui	0.10%	565	$210K	No change
VTIP Vanguard Short-Term Tips	0.10%	4,190	$209K	Reduce -4.6%
VTV Vanguard Mrngstr Val ETF-Aui	0.10%	1,209	$209K	Reduce -8.6%
SCHF Schwab Intl Equity ETF	0.10%	10,534	$208K	Reduce -2.6%
PCY Invesco Emerging Markets Sov	0.09%	10,075	$203K	No change
IYH iShares U.S. Healthcare ETF	0.09%	3,324	$202K	New
APRW Allinzim US Eq BFR20 Apr-Usd	0.09%	6,285	$202K	No change
INKM SS Income Allocation ETF	0.09%	6,320	$201K	Reduce -1.9%
MAYW Alianzim US Eq BFR20 May-Usd	0.09%	6,552	$201K	Reduce -17.9%
PMM Franklin Managed Municipal I	0.09%	31,682	$194K	Reduce -5.9%
ALDX Aldeyra Therapeutics Inc.	0.08%	31,658	$182K	Reduce -0.0%
KULR Kulr Technology Group Inc.	0.01%	22,587	$30K	Add +1.0%

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -5.5%	4.14%	−0.67
SMH Vaneck Semiconductor ETF	Reduce -2.8%	3.61%	−0.53
AMZN Amazon.com Inc.	Reduce -0.6%	2.94%	−0.38
RSPT Invesco S&P 500 Equal Weight	Reduce -3.9%	2.53%	−0.27
XLK SS Technology Select Sector	Reduce -1.2%	2.28%	−0.25
GBTC Grayscale Bitcoin Trust ETF	Reduce -12.2%	0.69%	−0.18
TSLA Tesla Inc.	Reduce -9.2%	0.20%	−0.14
GOOGL Alphabet Inc. Class A	Reduce -7.5%	0.45%	−0.13
VTN Invesco TR for Invest GRD NY	Sold out	0.00%	−0.12
VB Vanguard Most SM-Cap ETF-Usd	Reduce -4.4%	1.16%	−0.12
ETHE Grayscale Ethereum Staking E	Sold out	0.00%	−0.11
AVGO Broadcom Inc.	Sold out	0.00%	−0.11
FINX Global X Fintech ETF	Sold out	0.00%	−0.11
MYN BlackRock Muniyield NY QLTY	Sold out	0.00%	−0.09
DFAS Dimensional US Small Cap ETF	Sold out	0.00%	−0.09
KBWB Invesco KBW Bank ETF	Sold out	0.00%	−0.09
IWM iShares Russell 2000 ETF	Sold out	0.00%	−0.09
SCHA Schwab US Small-Cap ETF	Reduce -1.7%	1.01%	−0.09
CAT Caterpillar Inc.	Sold out	0.00%	−0.09
MSFT Microsoft Corp.	Reduce -11.3%	0.40%	−0.09
SYLD Cambria Shareholder Yield Et	Sold out	0.00%	−0.09
SPLB SS SPDR P Long Term C ETF	Sold out	0.00%	−0.09
IJS iShares S&P Small-Cap 600 Va	Sold out	0.00%	−0.09
QYLD Global X Nasd 100 Cov Call	Reduce -2.1%	0.94%	−0.08
GOOG Alphabet Inc. Class C	Reduce -12.3%	0.22%	−0.08
SOXX iShares Semiconductor ETF	Reduce -3.9%	0.47%	−0.07
DIS The Walt Disney Co.	Reduce -13.6%	0.27%	−0.07
SCHX Schwab US Large-Cap ETF	Reduce -3.3%	1.08%	−0.06
NCV Virtus Convertible & Income	Sold out	0.00%	−0.04
VHT Vanguard Health Care ETF	Reduce -13.5%	0.47%	−0.04
XYLD Global X S&P 500 Cove Call E	Reduce -6.1%	0.35%	−0.03
SCHM Schwab US Mid Cap ETF	Reduce -0.8%	0.92%	−0.03
HACK Amplify Cybersecurity ETF	Reduce -1.1%	1.56%	−0.03
RSPN Invesco S&P 500 Equal Weight	Reduce -2.4%	1.15%	−0.03
PFE Pfizer Inc.	Reduce -7.8%	0.24%	−0.02
BAB Invesco Taxable Municipal Bo	Reduce -13.6%	0.19%	−0.02
META Meta Platforms Inc. Class A	Reduce -2.7%	1.21%	−0.02
MAYW Alianzim US Eq BFR20 May-Usd	Reduce -17.9%	0.09%	−0.02
XAR SS SPDR S&P Aerospace Def	Reduce -12.8%	0.10%	−0.01
SCHP Schwab U.S. Tips ETF	Reduce -9.1%	0.50%	−0.01
SCHV Schwab US Large-Cap Value	Reduce -10.4%	0.20%	−0.01
PFF iShares Preferred & Income S	Reduce -1.8%	0.82%	−0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -13.1%	0.12%	−0.01
HD Home Depot Inc.	Reduce -2.5%	0.14%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -8.6%	0.10%	−0.00
TONIX PHARMACEUTICALS HLDG C	Sold out	0.00%	−0.00
PMM Franklin Managed Municipal I	Reduce -5.9%	0.09%	−0.00
DIV Global X Superdividend Use	Reduce -6.9%	0.15%	+0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -0.6%	0.20%	+0.00
VTIP Vanguard Short-Term Tips	Reduce -4.6%	0.10%	+0.00

Portfolio Buys Q4 2024 → Q1 2025


JANW Alianzim US Eq BFR20 Jan-Usd	Add +146.7%	0.76%	+0.46
NOBL Proshares S&P 500 Dividend A	Add +3.5%	3.65%	+0.31
XLF SS Financial Select Sector	Add +11.9%	1.64%	+0.26
BXSL Blackstone Secured Lending F	Add +49.5%	0.61%	+0.21
SCHD Schwab US DVD Equity ETF	Add +5.2%	2.14%	+0.21
KHPI Kensington Hedged PRM in ETF	New	0.19%	+0.19
FEBW Alianzim US Eq BFR20 Feb-Usd	New	0.18%	+0.18
FLOT iShares Floating Rate Bond E	Add +45.1%	0.53%	+0.18
ET Energy Transfer LP	Add +33.0%	0.75%	+0.17
BINC iShares Flex I A ETF-Usd Inc.	Add +122.5%	0.29%	+0.16
UBER Uber Technologies Inc.	Add +8.8%	0.57%	+0.15
SDSI Amer Cent SH Dur Strat Inc.	Add +60.1%	0.37%	+0.15
XLC SS Comm Select Sector SPDR	New	0.14%	+0.14
WMT Walmart Inc.	New	0.14%	+0.14
AGG iShares Core U.S. Aggregate	Add +2.7%	1.83%	+0.13
MARW Alianzim US Eq BFR20 Mar-Usd	New	0.13%	+0.13
BKLN Invesco Senior Loan ETF	New	0.12%	+0.12
JEPI JPMorgan Equity Premium Inco	Add +3.8%	2.11%	+0.12
RSPG Invesco S&P 500 Equal Weight	Add +1.1%	1.09%	+0.11
SHLD Global X Defense Tech ETF	New	0.11%	+0.11
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +1.9%	1.67%	+0.10
BTC Grayscale Bitcoin Mini ETF	Add +55.0%	0.36%	+0.10
RSP Invesco S&P 500 Equal Weight	Add +4.4%	1.69%	+0.10
ED Consolidated Edison Inc.	Add +0.1%	0.44%	+0.10
SPY SS SPDR S&P 500 ETF Trust-US	Add +6.2%	2.32%	+0.09
IYH iShares U.S. Healthcare ETF	New	0.09%	+0.09
RSPF Invesco S&P 500 Equal Weight	Add +0.1%	2.70%	+0.08
GLD SPDR Gold Shares	Add +23.9%	0.20%	+0.07
KORP American Century Diversified	Add +61.2%	0.16%	+0.06
BRK.B Berkshire Hathaway Inc. Class B	Add +6.7%	0.28%	+0.06
BCAT BlackRock Capital Alloc TR	Add +43.0%	0.16%	+0.05
XLRE SS Real Estate Select Sector	Add +25.7%	0.18%	+0.04
ITA iShares U.S. Aerospace & Def	Add +3.8%	0.37%	+0.04
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +0.6%	0.43%	+0.03
IHI iShares U.S. Medical Devices	Add +0.9%	0.46%	+0.03
LLY Eli Lilly & Co.	Add +4.4%	0.17%	+0.02
DIVO Amplify CWP Enhan Divid ETF	Add +6.8%	0.21%	+0.02
BUG Global X Cybersecurity ETF	Add +4.1%	0.26%	+0.02
JEPQ JPM Nasdaq Equity Premium	Add +7.9%	0.88%	+0.02
PFFV Global X Variable Rate Pref	Add +8.5%	0.14%	+0.02
KRE SS SPDR S&P Regional Bank	Add +6.4%	0.51%	+0.01
XOM Exxon Mobil Corp.	Add +0.2%	0.12%	+0.01
SHY iShares 1-3 Year Treasury Bo	Add +1.7%	0.19%	+0.01
PGF Invesco Financial Preferred	Add +6.7%	0.13%	+0.01
PFXF Vaneck Pref Sec X-Financials	Add +1.1%	0.79%	+0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +0.0%	0.26%	+0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +1.2%	1.20%	+0.00
ETW Eaton Vance T/M GLBL Buy-WR	Add +0.7%	0.23%	+0.00
AVUV Avantis US Small Cap Value	Add +7.8%	0.78%	+0.00
SCHB Schwab US Broad Market ETF	Add +2.5%	3.40%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	188	$332.6M	SMH, AAPL, NVDA, SCHB, RSPT
Q1 2026	169	$279.7M	SMH, AAPL, NVDA, SCHB, NOBL
Q4 2025	166	$277.3M	SMH, AAPL, NVDA, SCHB, NOBL
Q3 2025	161	$265.1M	SMH, AAPL, NVDA, SCHB, NOBL
Q2 2025	151	$244.4M	SMH, AAPL, NOBL, NVDA, SCHB
Q1 2025	140	$218.8M	AAPL, NOBL, SMH, SCHB, AMZN
Q4 2024	146	$225.0M	AAPL, SMH, SCHB, NOBL, AMZN
Q3 2024	136	$217.1M	AAPL, SMH, NOBL, SCHB, RSPT
Q2 2024	123	$195.2M	SMH, AAPL, NOBL, RSPT, SCHB
Q1 2024	122	$186.7M	SMH, NOBL, AAPL, RSPT, SCHB