Legal Name: LUCIA WEALTH SERVICES, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 23, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
JOHNSON & JOHNSON (478160104)
|
129,206 |
$17,996k |
|
|
MICROSOFT CORP (594918104)
|
112,430 |
$15,061k |
|
|
THE HERSHEY COMPANY (427866108)
|
105,146 |
$14,093k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
107,156 |
$13,682k |
|
|
KIMBERLY CLARK CORP (494368103)
|
89,190 |
$11,887k |
|
|
ADP (053015103)
|
67,369 |
$11,138k |
|
|
ISHARES TR (46434V290)
|
249,994 |
$10,072k |
|
|
FIRST TR EXCH TRADED FD III HORIZON DMST (33739P889)
|
364,051 |
$9,647k |
|
|
ISHARES TR (46434V282)
|
271,760 |
$8,631k |
|
|
Alphabet Inc (02079K107)
|
7,742 |
$8,368k |
|
|
MONDELEZ INTL INC (609207105)
|
128,153 |
$6,907k |
|
|
MOLSON COORS BREWING CO (60871R209)
|
109,473 |
$6,130k |
|
|
CLOROX CO (189054109)
|
39,199 |
$6,002k |
|
|
ISHARES INC (46434G889)
|
135,603 |
$5,714k |
|
|
MCCORMICK & CO INC (579780206)
|
36,298 |
$5,627k |
|
|
HABIT RESTAURANTS INC/THE-A (40449J103)
|
526,996 |
$5,528k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
102,333 |
$5,406k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
79,116 |
$5,219k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
362,646 |
$4,896k |
|
|
REALITY SHS ETF TR DIVS (75605A108)
|
152,123 |
$4,045k |
|
|
SPDR SERIES TRUST (78464A672)
|
62,691 |
$3,874k |
|
|
REALITY SHS ETF TR (75605A603)
|
139,339 |
$3,370k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
18,526 |
$2,781k |
|
|
Global X MLP ETF (37950E473)
|
304,951 |
$2,690k |
|
|
MERCK & CO INC (58933Y105)
|
27,639 |
$2,318k |
|
|
TRAVELERS CO(THE) (89417E109)
|
14,714 |
$2,200k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
36,211 |
$2,039k |
|
|
HOME DEPOT INC (437076102)
|
9,274 |
$1,929k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
17,966 |
$1,914k |
|
|
CROWN CASTLE INTL (22822V101)
|
14,339 |
$1,869k |
|
|
Boeing Co/The (097023105)
|
5,093 |
$1,854k |
|
|
VANECK VECTORS ETF TR (92189F429)
|
82,460 |
$1,631k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
5 |
$1,592k |
|
|
TAKE-TWO INTERACTIVE (874054109)
|
13,246 |
$1,504k |
|
|
TABLEAU SOFTWARE INC CL A (87336U105)
|
8,947 |
$1,485k |
|
|
QUANTA SVCS INC (74762E102)
|
38,699 |
$1,478k |
|
|
ADOBE INC (00724F101)
|
4,930 |
$1,453k |
|
|
MASTERCARD INC (57636Q104)
|
5,455 |
$1,443k |
|
|
IQVIA HOLDINGS INC (46266C105)
|
8,698 |
$1,400k |
|
|
American Express Co. (025816109)
|
11,277 |
$1,392k |
|
|
VANGUARD GROUP (921908844)
|
11,731 |
$1,351k |
|
|
AKAMAI TECH INC (00971T101)
|
16,751 |
$1,342k |
|
|
Cyberark Software Ltd (M2682V108)
|
10,331 |
$1,321k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
7,409 |
$1,255k |
|
|
CERNER CORP (156782104)
|
15,731 |
$1,153k |
|
|
DISNEY WALT CO (254687106)
|
8,221 |
$1,148k |
|
|
YANDEX N V (N97284108)
|
29,853 |
$1,134k |
|
|
COSTCO WHSL CORP (22160K105)
|
3,991 |
$1,055k |
|
|
PALO ALTO NETWORKS (697435105)
|
5,161 |
$1,052k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
5,658 |
$1,045k |
|
|
CHENIERE ENERGY INC (16411R208)
|
14,663 |
$1,004k |
|
|
Aptiv PLC (G6095L109)
|
12,167 |
$983k |
|
|
Cabot Oil & Gas Corp (127097103)
|
42,361 |
$973k |
|
|
MORGAN STANLEY (617446448)
|
21,319 |
$934k |
|
|
ISHARES (464287168)
|
9,069 |
$903k |
|
|
CITIGROUP INC (172967424)
|
12,092 |
$847k |
|
|
ISHARES TR (46434V274)
|
30,770 |
$808k |
|
|
AFLAC INC (001055102)
|
14,137 |
$775k |
|
|
COMCAST CORP (20030N101)
|
17,944 |
$759k |
|
|
Intercontinental Exchange Inc (45866F104)
|
8,523 |
$732k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
14,325 |
$718k |
|
|
PFIZER INC (717081103)
|
16,544 |
$717k |
|
|
S&P GLOBAL INC (78409V104)
|
3,026 |
$689k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
11,630 |
$683k |
|
|
ABBVIE INC (00287Y109)
|
8,805 |
$640k |
|
|
KINDER MORGAN INC (49456B101)
|
29,989 |
$626k |
|
|
UNION PAC CORP (907818108)
|
3,623 |
$613k |
|
|
SPDR SERIES TRUST (78464A474)
|
19,687 |
$606k |
|
|
PNC FINL SVCS GRP (693475105)
|
4,317 |
$593k |
|
|
KKR & CO INC (48251W104)
|
22,885 |
$578k |
|
|
Schlumberger Ltd (806857108)
|
14,123 |
$561k |
|
|
STANLEY BLACK&DECKR (854502101)
|
3,837 |
$555k |
|
|
VISA INC COM CL A (92826C839)
|
3,099 |
$538k |
|
|
Marathon Petroleum Corp (56585A102)
|
9,603 |
$537k |
|
|
HONEYWELL INTL INC (438516106)
|
2,998 |
$523k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,881 |
$505k |
|
|
Archer-Daniels-Midland Co (039483102)
|
12,204 |
$498k |
|
|
UNITED PARCEL SERVIC (911312106)
|
4,816 |
$497k |
|
|
BROADCOM INC (11135F101)
|
1,700 |
$489k |
|
|
TEXAS INSTRUMENTS (882508104)
|
3,818 |
$438k |
|
|
WISDOMTREE TR (97717W505)
|
11,600 |
$420k |
|
|
Amazon.com Inc (023135106)
|
195 |
$369k |
|
|
COCA-COLA CO (191216100)
|
7,170 |
$365k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
10,441 |
$352k |
|
|
SPDR SERIES TRUST (78464A664)
|
8,729 |
$333k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
54,674 |
$326k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
10,346 |
$318k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
3,973 |
$310k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,615 |
$299k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,541 |
$288k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,921 |
$271k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
5,181 |
$254k |
|
|
ULTA BEAUTY INC (90384S303)
|
695 |
$241k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
808 |
$238k |
|
|
Xilinx Inc (983919101)
|
2,000 |
$236k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
2,048 |
$221k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
974 |
$208k |
|
|
SPDR SERIES TRUST (78468R622)
|
1,832 |
$200k |
|
|
Chevron Corp (166764100)
|
1,532 |
$191k |
|
|
W P CAREY INC (92936U109)
|
2,071 |
$168k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
3,736 |
$159k |
|
|
salesforce.com Inc (79466L302)
|
1,038 |
$157k |
|
|
3M CO (88579Y101)
|
884 |
$153k |
|
|
MCDONALDS CORP (580135101)
|
667 |
$139k |
|
|
STARBUCKS CORP (855244109)
|
1,655 |
$139k |
|
|
COLONY CR REAL ESTATE INC (19625T101)
|
8,927 |
$138k |
|
|
ConocoPhillips (20825C104)
|
2,219 |
$135k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
702 |
$130k |
|
|
Exxon Mobil Corp (30231G102)
|
1,645 |
$126k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
1,007 |
$113k |
|
|
ALPHABET INC (02079K305)
|
103 |
$112k |
|
|
ZYNGA INC - CL A (98986T108)
|
18,193 |
$112k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
4,000 |
$110k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
689 |
$107k |
|
|
FLEXSHARES TR (33939L860)
|
2,100 |
$94k |
|
|
PREFERRED APT CMNTYS (74039L103)
|
6,160 |
$92k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
500 |
$82k |
|
|
ISHARES TR (464288687)
|
2,215 |
$82k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
311 |
$76k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
7,276 |
$72k |
|
|
SPDR SERIES TRUST (78464A870)
|
800 |
$70k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
1,080 |
$69k |
|
|
FORD MOTOR CO (345370860)
|
6,500 |
$66k |
|
|
Elements Rogers Agriculture (870297603)
|
11,891 |
$66k |
|
|
WALMART INC COM (931142103)
|
596 |
$66k |
|
|
CISCO SYSTEMS INC (17275R102)
|
1,144 |
$63k |
|
|
Facebook Inc (30303M102)
|
318 |
$61k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
283 |
$57k |
|
|
ISHARES (464287234)
|
1,200 |
$51k |
|
|
SOUTHERN CO (842587107)
|
910 |
$50k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
844 |
$48k |
|
|
GOLDMAN SACHS BDC INC (38147U107)
|
2,000 |
$39k |
|
|
ALTRIA GROUP INC (02209S103)
|
775 |
$37k |
|
|
PEPSICO INC (713448108)
|
276 |
$36k |
|
|
PROSHARES TR (74348A467)
|
477 |
$33k |
|
|
WELLTOWER INC (95040Q104)
|
316 |
$26k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
270 |
$24k |
|
|
WASTE MGMT INC DEL (94106L109)
|
200 |
$23k |
|
|
SEMPRA ENERGY (816851109)
|
156 |
$21k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
300 |
$18k |
|
|
INTEL CORP (458140100)
|
378 |
$18k |
|
|
Flaherty & Crumrine Dynamic (33848W106)
|
644 |
$16k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
386 |
$15k |
|
|
Healthcare Trust of America In (42225P501)
|
500 |
$14k |
|
|
ABBOTT LABS (002824100)
|
161 |
$14k |
|
|
ECOLAB INC (278865100)
|
65 |
$13k |
|
|
Bank of America Corp. (060505104)
|
356 |
$10k |
|
|
ROCKWELL AUTOMATION (773903109)
|
36 |
$6k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
25 |
$3k |
|
|
AGEAGLE AERIAL SYS INC NEW (00848K101)
|
3,886 |
$1k |
|
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