XLV — SELECT SECTOR HEALTH

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in SELECT SECTOR HEALTH (XLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.58% (2024 Q2)
Avg. % of fund
0.69%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,936 +1,640 +9.0% 1.11% $3.1M $154.80
2025 Q3 REDUCED 18,296 -685 -3.6% 0.96% $2.5M $138.58
2025 Q2 REDUCED 18,981 -1,955 -9.3% 1.05% $2.6M $133.61
2025 Q1 REDUCED 20,936 -146 -0.7% 1.40% $3.1M $144.04
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLV price (monthly, adj. close)

Other funds also holding XLV

As of 2025 Q4 — sorted by position size

CABANA LLC 3Y 7Y 18.21% Main Management ETF Advisors, LLC 3Y 7Y 15.77% Biltmore Wealth Management, LLC 3Y 7Y 10.32% Main Management Fund Advisors LLC 3Y 9.48% Main Management LLC 3Y 7Y 8.02% IMZ Advisory Inc 7.54% HILLTOP WEALTH ADVISORS, LLC 3Y 7.42% Volterra Technologies LP 7.25% Rothschild Capital Partners, LLC 3Y 7Y 7.21% STRATEGIC ADVISORY PARTNERS, LLC 7.14%
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