LUCIA WEALTH SERVICES, LLC
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 223K | $18.48M |
 | AAPL | 222K | $25.68M |
 | JNJ | 192K | $28.58M |
 | K | 168K | $10.88M |
 | BR | 158K | $20.82M |
 | KMB | 112K | $16.59M |
 | MSFT | 111K | $23.25M |
 | HSY | 99K | $14.21M |
 | ADP | 80K | $11.20M |
 | IBM | 74K | $8.94M |
 | CLX | 50K | $10.50M |
 | BMY | 38K | $2.31M |
 | MKC | 36K | $6.95M |
 | AMAT | 30K | $1.77M |
 | CYBR | 24K | $2.45M |
 | KKR | 24K | $812.00K |
 | AFL | 23K | $828.00K |
 | CMCSA | 20K | $924.00K |
 | CCI | 20K | $3.32M |
 | PFG | 19K | $751.00K |
Merck & Co., Inc.
MRK
Shares Held
223K
Value
$18.48M
Apple Inc.
AAPL
Shares Held
222K
Value
$25.68M
Johnson & Johnson
JNJ
Shares Held
192K
Value
$28.58M
Kellanova
K
Shares Held
168K
Value
$10.88M
Broadridge Financial Solutions, Inc.
BR
Shares Held
158K
Value
$20.82M
Kimberly-Clark Corporation
KMB
Shares Held
112K
Value
$16.59M
Microsoft Corporation
MSFT
Shares Held
111K
Value
$23.25M
The Hershey Company
HSY
Shares Held
99K
Value
$14.21M
Automatic Data Processing, Inc.
ADP
Shares Held
80K
Value
$11.20M
International Business Machines Corporation
IBM
Shares Held
74K
Value
$8.94M
The Clorox Company
CLX
Shares Held
50K
Value
$10.50M
Bristol-Myers Squibb Company
BMY
Shares Held
38K
Value
$2.31M
McCormick & Company, Incorporated
MKC
Shares Held
36K
Value
$6.95M
Applied Materials, Inc.
AMAT
Shares Held
30K
Value
$1.77M
CyberArk Software Ltd.
CYBR
Shares Held
24K
Value
$2.45M
KKR & Co. Inc.
KKR
Shares Held
24K
Value
$812.00K
Aflac Incorporated
AFL
Shares Held
23K
Value
$828.00K
Comcast Corporation
CMCSA
Shares Held
20K
Value
$924.00K
Crown Castle Inc.
CCI
Shares Held
20K
Value
$3.32M
Principal Financial Group, Inc.
PFG
Shares Held
19K
Value
$751.00K