Stock Taper

LUCIA WEALTH SERVICES, LLC

Latest 13F filing data - Q3 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK222.83K$18.48M
Apple Inc.AAPL221.72K$25.68M
Johnson & JohnsonJNJ191.96K$28.58M
Broadridge Financial Solutions, Inc.BR157.75K$20.82M
Kimberly-Clark CorporationKMB112.32K$16.59M
Microsoft CorporationMSFT110.56K$23.25M
The Hershey CompanyHSY99.16K$14.21M
Automatic Data Processing, Inc.ADP80.28K$11.2M
International Business Machines CorporationIBM73.51K$8.94M
The Clorox CompanyCLX49.97K$10.5M
Bristol-Myers Squibb CompanyBMY38.25K$2.31M
McCormick & Company, IncorporatedMKC35.83K$6.95M
Applied Materials, Inc.AMAT29.71K$1.77M
KKR & Co. Inc.KKR23.65K$812K
Aflac IncorporatedAFL22.79K$828K
Comcast CorporationCMCSA19.97K$924K
Crown Castle Inc.CCI19.96K$3.32M
Principal Financial Group, Inc.PFG18.65K$751K
Novo Nordisk A/SNVO17.43K$1.21M
Akamai Technologies, Inc.AKAM16.3K$1.8M