Lucia Wealth Services, LLC Buys Sprott Physical Gold Trust, VANGUARD INDEX FDS, Crown Castle International Corp, Sells iShares Select Dividend ETF, FS KKR Capital Corp, Wells Fargo

• New Purchases: ACA, CVCO, FWRD, SYKE, FSK, DLS, EW, XLY, MDLZ, TSLA,
• Added Positions: PHYS, MRK, JNJ, VTI, MSFT, TOTL, HSY, CCI, CRM, TTWO, ICLR, CYBR, KMB, BABA, ADBE, AKAM, ADP, BR, GOOG, LMBS, SPTL, IBM, K, JNK, BMY, VIAC, FB, AAPL, BIL, BRK.B, FISV, CERN, SPY, INCY, IQV, AON, ACN, LOW, NTES, MDT, ZNGA, NVO, MKC, CLX, VRTX, SWKS, LULU, YNDX, PYPL, AMAT, CB, CMG, DIS, DLR, ABT, AVGO, AFL, XLK, UPS, INTC, ICE, LMT, SPGI, SCPL, ABBV, XLP, NOC, PFG, ADI, CSCO, NEE, AMZN, HD, HON, INTU, O, TJX, TGT, UNP, RTX, WPC, KKR, XLV, XLU, AMGN, XLF, BA, LLY, GOOGL, UNH, WMT,
• Reduced Positions: DVY, FTC, SPDW, MDYG, FVD, GWX, EWX, VUG, SDY, FLRN, VEA, VMBS, SLYV, SRE, VIG, IVV, VWO, T, SCHX, VGIT, QQQ, AFIN, VZ, JPM, XOM, COST, GLD, SBUX, MCD, CMCSA, KO, MMM, VYM,
• Sold Out: FS5A, WFC, BNDX, QDF, IAU, GSK, NAC, IVW, SLV,

For the details of Lucia Wealth Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lucia+wealth+services%2C+llc/current-portfolio/portfolio

1. Johnson & Johnson (JNJ) - 191,956 shares, 7.22% of the total portfolio. Shares added by 4.84%
2. Apple Inc (AAPL) - 221,722 shares, 6.49% of the total portfolio. Shares added by 1.39%
3. Microsoft Corp (MSFT) - 110,559 shares, 5.88% of the total portfolio. Shares added by 4.55%
4. Broadridge Financial Solutions Inc (BR) - 157,753 shares, 5.26% of the total portfolio. Shares added by 2.88%
5. ViacomCBS Inc (VIAC) - 689,859 shares, 4.89% of the total portfolio. Shares added by 2.12%

Lucia Wealth Services, LLC initiated holding in Arcosa Inc. The purchase prices were between $37.66 and $48.08, with an estimated average price of $43.98. The stock is now traded at around $50.69. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,213 shares as of .

Lucia Wealth Services, LLC initiated holding in FS KKR Capital Corp. The purchase prices were between $13.31 and $17.07, with an estimated average price of $15.59. The stock is now traded at around $15.98. The impact to a portfolio due to this purchase was 0.05%. The holding were 12,054 shares as of .

Lucia Wealth Services, LLC initiated holding in WISDOMTREE TRUST. The purchase prices were between $55.45 and $61.22, with an estimated average price of $58.58. The stock is now traded at around $62.89. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,100 shares as of .

Lucia Wealth Services, LLC initiated holding in Cavco Industries Inc. The purchase prices were between $166.22 and $211.39, with an estimated average price of $190.71. The stock is now traded at around $190.05. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,059 shares as of .

Lucia Wealth Services, LLC initiated holding in Sykes Enterprises Inc. The purchase prices were between $25.31 and $34.49, with an estimated average price of $30.87. The stock is now traded at around $39.12. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,779 shares as of .

Lucia Wealth Services, LLC initiated holding in Forward Air Corp. The purchase prices were between $46.57 and $60.79, with an estimated average price of $54.84. The stock is now traded at around $71.03. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,575 shares as of .

Lucia Wealth Services, LLC added to a holding in Sprott Physical Gold Trust by 26.00%. The purchase prices were between $14.29 and $16.42, with an estimated average price of $15.25. The stock is now traded at around $14.80. The impact to a portfolio due to this purchase was 0.49%. The holding were 628,282 shares as of .

Lucia Wealth Services, LLC added to a holding in VANGUARD INDEX FDS by 30.75%. The purchase prices were between $157.44 and $181.24, with an estimated average price of $168.12. The stock is now traded at around $181.39. The impact to a portfolio due to this purchase was 0.32%. The holding were 31,571 shares as of .

Lucia Wealth Services, LLC added to a holding in Crown Castle International Corp by 29.90%. The purchase prices were between $155.62 and $174.3, with an estimated average price of $165.04. The stock is now traded at around $161.78. The impact to a portfolio due to this purchase was 0.19%. The holding were 19,956 shares as of .

Lucia Wealth Services, LLC added to a holding in Icon PLC by 39.32%. The purchase prices were between $166.91 and $196.1, with an estimated average price of $183.48. The stock is now traded at around $197.46. The impact to a portfolio due to this purchase was 0.18%. The holding were 13,376 shares as of .

Lucia Wealth Services, LLC added to a holding in Salesforce.com Inc by 37.04%. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $259.28. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,312 shares as of .

Lucia Wealth Services, LLC added to a holding in Take-Two Interactive Software Inc by 36.95%. The purchase prices were between $144.11 and $177.52, with an estimated average price of $162.12. The stock is now traded at around $159.99. The impact to a portfolio due to this purchase was 0.18%. The holding were 15,588 shares as of .

Lucia Wealth Services, LLC sold out a holding in FS KKR Capital Corp. The sale prices were between $11.62 and $13.98, with an estimated average price of $13.15.

Lucia Wealth Services, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $22.83 and $26.35, with an estimated average price of $24.66.

Lucia Wealth Services, LLC sold out a holding in FLEXSHARES TRUST. The sale prices were between $42.24 and $47.55, with an estimated average price of $44.69.

Lucia Wealth Services, LLC sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $57.55 and $58.32, with an estimated average price of $57.99.

Lucia Wealth Services, LLC sold out a holding in ISHARES GOLD TRUST. The sale prices were between $16.92 and $19.71, with an estimated average price of $18.26.

Lucia Wealth Services, LLC sold out a holding in ISHARES SILVER TST. The sale prices were between $16.71 and $27, with an estimated average price of $22.68.