0001172661-23-001789.txt : 20230502 0001172661-23-001789.hdr.sgml : 20230502 20230502151239 ACCESSION NUMBER: 0001172661-23-001789 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Joseph P. Lucia & Associates, LLC CENTRAL INDEX KEY: 0001775391 IRS NUMBER: 262909413 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19484 FILM NUMBER: 23878401 BUSINESS ADDRESS: STREET 1: 3505 HILL BLVD. STREET 2: SUITE J CITY: YORKTOWN HEIGHTS STATE: NY ZIP: 10598 BUSINESS PHONE: 9143526600 MAIL ADDRESS: STREET 1: 3505 HILL BLVD. STREET 2: SUITE J CITY: YORKTOWN HEIGHTS STATE: NY ZIP: 10598 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001775391 XXXXXXXX 03-31-2023 03-31-2023 false Joseph P. Lucia & Associates, LLC

3505 Hill Blvd. Suite J Yorktown Heights NY 10598

13F HOLDINGS REPORT 028-19484 000147625 801-76540 N Joseph P. Lucia 845-621-7200 /s/ Joseph P. Lucia Yorktown Heights NY 05-02-2023 0 119 143567094 INFORMATION TABLE 2 infotable.xml AGNC INVT CORP COM 00123Q104 127764 12675 SH SOLE 0 0 12675 ALDEYRA THERAPEUTICS INC COM 01438T106 262519 26437 SH SOLE 0 0 26437 ALPHABET INC CAP STK CL A 02079K305 642504 6194 SH SOLE 0 0 6194 ALPHABET INC CAP STK CL C 02079K107 320320 3080 SH SOLE 0 0 3080 ALPS ETF TR SECTR DIV DOGS 00162Q858 2383855 46560 SH SOLE 0 0 46560 AMAZON COM INC COM 023135106 2919285 28263 SH SOLE 0 0 28263 AMERICAN CENTY ETF TR FOCUSED DYNAMIC 025072810 216277 3693 SH SOLE 0 0 3693 AMERICAN CENTY ETF TR US SML CP VALU 025072877 917233 12385 SH SOLE 0 0 12385 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 260882 7355 SH SOLE 0 0 7355 APPLE INC COM 037833100 7194322 43628 SH SOLE 0 0 43628 AT&T INC COM 00206R102 195426 10152 SH SOLE 0 0 10152 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 207185 671 SH SOLE 0 0 671 BOEING CO COM 097023105 357427 1683 SH SOLE 0 0 1683 CONSOLIDATED EDISON INC COM 209115104 815617 8525 SH SOLE 0 0 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3783 SH SOLE 0 0 3783 ISHARES TR TIPS BD ETF 464287176 438134 3974 SH SOLE 0 0 3974 ISHARES TR 20 YR TR BD ETF 464287432 250608 2356 SH SOLE 0 0 2356 ISHARES TR US HLTHCR PR ETF 464288828 228669 925 SH SOLE 0 0 925 ISHARES TR 1 3 YR TREAS BD 464287457 426076 5186 SH SOLE 0 0 5186 ISHARES TR CORE US AGGBD ET 464287226 289853 2909 SH SOLE 0 0 2909 ISHARES TR IBOXX INV CP ETF 464287242 351238 3204 SH SOLE 0 0 3204 ISHARES TR ISHARES BIOTECH 464287556 299005 2315 SH SOLE 0 0 2315 ISHARES TR SELECT DIVID ETF 464287168 5561583 47462 SH SOLE 0 0 47462 ISHARES TR MICRO-CAP ETF 464288869 209020 2000 SH SOLE 0 0 2000 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2057600 37685 SH SOLE 0 0 37685 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 347509 7707 SH SOLE 0 0 7707 JPMORGAN CHASE & CO COM 46625H100 213969 1642 SH SOLE 0 0 1642 KKR INCOME OPPORTUNITIES FD COM 48249T106 1030381 93842 SH SOLE 0 0 93842 META PLATFORMS INC CL A 30303M102 963479 4546 SH SOLE 0 0 4546 MICROSOFT CORP 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