Andrews, Lucia Wealth Management
Latest statistics and disclosures from Andrews, Lucia Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFUV, DFAT, DFAX, DFIV, and represent 76.15% of Andrews, Lucia Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAI, DFAT, DFIV, VOO, IWF, VBR, DFAR, DISV, DFAS, DFAE.
- Started 3 new stock positions in IWF, VBR, VOO.
- Reduced shares in these 10 stocks: DFAX, NDAQ, DFAU, DFUS, DFAC, DUHP, DFUV, DIHP, DFCF, BIV.
- Sold out of its position in NDAQ.
- Andrews, Lucia Wealth Management was a net buyer of stock by $893k.
- Andrews, Lucia Wealth Management has $130M in assets under management (AUM), dropping by 11.48%.
- Central Index Key (CIK): 0001906227
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Andrews, Lucia Wealth Management holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Andrews, Lucia Wealth Management
SEC 13F filings are viewable for Andrews, Lucia Wealth Management going back to 2021
- Andrews, Lucia Wealth Management 2023 Q4 filed Feb. 9, 2024
- Andrews, Lucia Wealth Management 2023 Q3 filed Nov. 2, 2023
- Andrews, Lucia Wealth Management 2023 Q2 filed Aug. 4, 2023
- Andrews, Lucia Wealth Management 2023 Q1 filed May 4, 2023
- Andrews, Lucia Wealth Management 2022 Q4 filed Feb. 14, 2023
- Andrews, Lucia Wealth Management 2022 Q3 filed Nov. 1, 2022
- Andrews, Lucia Wealth Management 2022 Q2 filed July 28, 2022
- Andrews, Lucia Wealth Management 2022 Q1 filed April 21, 2022
- Andrews, Lucia Wealth Management 2021 Q4 filed Feb. 4, 2022