LUCD Lucid Diagnostics Inc. Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
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LUCD
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Key stats
Related
About
- Industry (SIC)
- SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 82
- List Date
- 2021-10-14
- CIK
- 0001799011
- Next Earnings
- 2026-11-11
- EPS Forecast
- ($0.05) (1 est.)
- Headquarters
- New York, NY
- Homepage
- https://www.luciddx.com
Lucid Diagnostics Inc is a commercial-stage medical diagnostics technology company focused on the millions of patients with gastroesophageal reflux disease (GERD), also known as chronic heartburn, acid reflux, or simply reflux, who are at risk of developing esophageal precancer and cancer, specifically lethal esophageal adenocarcinoma. Its products include EsoCheck and EsoGuard.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -38.55% | -5.76% | 1.44% | 20.64% | 6.25% | -3.20% |
| Feb | -- | 9.68% | 4.62% | -14.58% | 62.64% | 12.50% | 14.97% |
| Mar | -- | -10.40% | 2.94% | -34.69% | 11.19% | -20.69% | -10.33% |
| Apr | -- | -38.66% | 10.53% | 0.33% | -11.97% | -6.96% | -9.35% |
| May | -- | -6.67% | 15.22% | 1.34% | 7.75% | -5.50% | 2.43% |
| Jun | -- | 9.71% | -14.41% | -7.31% | -7.63% | 3.88% | -3.15% |
| Jul | -- | 25.75% | 0.00% | 1.08% | -11.04% | -17.38% | -0.32% |
| Aug | -- | -26.44% | 6.21% | 0.05% | 26.00% | 1.05% | 1.37% |
| Sep | -- | -25.37% | -25.00% | 0.62% | -21.09% | -22.90% | -18.75% |
| Oct | -15.22% | 15.66% | 4.03% | 18.50% | 18.63% | -35.26%* | 1.06% |
| Nov | -19.69% | -1.06% | 13.85% | 8.57% | -12.40% | -- | -2.15% |
| Dec | -29.99% | -27.66% | -4.08% | -16.38% | 7.92% | -- | -14.04% |
| Total | -52.33% | -78.32% | 0.11% | -41.62% | 89.61% | -63.92% | -24.41% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $0.56
SMA 50: $0.77
SMA 200: $1.04
Current: $0.41
EMA 12: $0.47
EMA 26: $0.59
MACD: -0.1194 | Signal: -0.0162
BEARISH
ADX (14): 40.18
STRONG TREND
+DI: 21.39
−DI: 38.40
Momentum Oscillators
RSI (14): 30.26
NEUTRAL
Stoch %K: 14.04
Stoch %D: 10.14
Williams %R: -72.07
Volume & Volatility
BB Upper: $0.85
BB Lower: $0.28
NEUTRAL
OBV: 8,285,497
Vol SMA 20: 10,199,292
Vol ROC: 5548.25%
ATR: $0.07
True Range: $0.12
HV 20: 144.7%
HV 30: 128.0%
HV 60: 99.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level 6/10
Key Drivers:
- Bullish momentum signals from MACD
- Neutral RSI reading
- Positive news sentiment from recent equity grants to directors
Primary Risks:
- Volatility regime suggests low risk, but beta is slightly below market average (0.79 vs SPY)
- Earnings history and recent business update lack significant catalysts for price movement
Investment Thesis: Lucid Diagnostics (LUCD) exhibits a neutral bias, with bullish momentum signals tempered by low volatility and lack of recent earnings-driven catalysts. The stock's beta is slightly below market average, indicating a defensive stance.
Recent News Sentiment Impact: The recent equity grants to directors Debra White and the CFO have contributed positively to news sentiment, supporting the current price level.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL Medium-term (1-3 months): BEARISH Long-term (3-12 months): NEUTRAL
Support/Resistance Levels:
- Lower band: $1.11
- Middle line: $1.32
- Upper band: $1.53
Momentum Signals: RSI interpretation: Neutral (65.43) MACD signal: Bullish (0.07 / 0.01 / 0.06) Bollinger Bands position: Neutral (price touching middle band)
Volume Analysis: Volume trends: Low volume, indicating a lack of institutional interest Institutional interest signals: No unusual activity
News & Sentiment Analysis
Recent Headlines Summary:
- Proposed public offering of common stock (neutral)
- Equity grants to directors Debra White and the CFO (positive)
- Business update and Q3 2025 financial results (neutral)
Sentiment Assessment: Positive news sentiment from director equity grants dominates.
Catalyst Identification: No imminent catalysts, but upcoming earnings release could provide a trigger for price movement.
Market Narrative: The stock's recent performance is driven by the positive news from director equity grants, which has tempered the bearish momentum signals.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta 0.79 vs SPY)
Volatility Regime: Low volatility - stock moves less than market Options Market Signals: No options data available Downside Protection: Support levels and risk management considerations: $1.11, $1.32
Market Context & Positioning
Sector Performance: Lucid Diagnostics is outperforming the broader healthcare sector.
Institutional Activity: Low institutional interest signals a lack of market participants driving price movement. Correlation Analysis: The stock exhibits low correlation with market movements (R-squared 0.21). Relative Valuation: The stock is positioned within its trading range, with no clear direction or catalyst for significant price movement.
Key Levels & Action Items
- Critical Price Levels: $1.11, $1.32
- Breakout/Breakdown Levels: No significant levels to monitor
- Time-Sensitive Catalysts: Upcoming earnings release (TBD)
- Risk Management: Stop-loss levels and position sizing considerations: $1.05, $1.15
This comprehensive analysis provides a nuanced view of Lucid Diagnostics' stock performance, highlighting the positive impact from director equity grants while acknowledging the lack of recent earnings-driven catalysts. The neutral sentiment and low volatility regime suggest a cautious approach to investment, with a focus on risk management and position sizing considerations.
Generated
News
All LUCD news →
LUCD Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 1.0266
Alpha: -97.73%
Correlation: 0.1827
R-Squared: 3.3%
Stock Volatility: 71.6%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own LUCD
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $76K | #3010 of 3138 | -85.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $39K | #6067 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
LUCD Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
1 filers$693.75K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Verition Fund Management LLC | $693.75K | 100.00% | 2026-06-30 |
LUCD Insider Trading (Form 4)
Latest: 2026-05-21Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-21 | Dennis Matheis | Director | Buy (P) | +245,000 | $1.00 | $245.3K | EDGAR |
| 2026-02-24 | Jacque J Sokolov | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | Dennis Matheis | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | Stanley Lapidus | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | John R Palumbo | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | Shaun O'Neil | President and COO | Award (A) | +620,000 | — | EDGAR | |
| 2026-02-24 | Lishan Aklog | Chief Executive Officer | Award (A) | +2,170,000 | — | EDGAR | |
| 2026-02-24 | Michael Adam Gordon | General Counsel and Secretary | Award (A) | +300,000 | — | EDGAR | |
| 2026-02-24 | Debra White | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | Dennis M McGrath | Chief Financial Officer | Award (A) | +470,000 | — | EDGAR | |
| 2026-02-24 | James L Cox | Director | Award (A) | +123,000 | — | EDGAR | |
| 2026-02-24 | Ronald M Sparks | Director | Award (A) | +123,000 | — | EDGAR | |
| 2025-10-07 | John R Palumbo | Director | Grant (A) | +215,000 opt | — | EDGAR | |
| 2025-08-22 | Dennis Matheis | Director | Buy (P) | +100,000 | $1.02 | $101.8K | EDGAR |
| 2025-05-23 | Dennis Matheis | Director | Buy (P) | +350,000 | $1.31 | $457.6K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
LUCD Insider Holdings
11 insiders · @ $0.41
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Lishan Aklog | Chief Executive Officer | 3,636,627 | $1.49M | $0 | 5 | 2026-02-24 |
| 2 | Dennis M McGrath | Chief Financial Officer | 1,813,569 | $745.4K | $0 | 5 | 2026-02-24 |
| 3 | Shaun O'Neil | President and COO | 1,446,763 | $594.6K | $0 | 3 | 2026-02-24 |
| 4 | Dennis Matheis | Director | 1,033,443 | $424.7K | $1.26M | 7 | 2026-05-21 |
| 5 | Michael Adam Gordon | General Counsel and Secretary | 1,000,000 | $411.0K | $0 | 4 | 2026-02-24 |
| 6 | James L Cox | Director | 405,120 | $166.5K | $0 | 5 | 2026-02-24 |
| 7 | John R Palumbo | Director | 338,000 | $138.9K | $0 | 2 | 2026-02-24 |
| 8 | Stanley Lapidus | Director | 337,392 | $138.7K | -$112.5K | 9 | 2026-02-24 |
| 9 | Jacque J Sokolov | Director | 320,460 | $131.7K | $0 | 5 | 2026-02-24 |
| 10 | Ronald M Sparks | Director | 320,460 | $131.7K | $0 | 6 | 2026-02-24 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
LUCD Board & Officers
As of SEC filings through May 21, 2026Directors 8
- Jacque J Sokolov · since Oct 13, 2021
- James L Cox · since Oct 13, 2021
- Lishan Aklog · since Oct 13, 2021
- Ronald M Sparks · since Oct 13, 2021
- Stanley Lapidus · since Oct 13, 2021
- Debra White · since Aug 1, 2022
- Dennis Matheis · since May 6, 2024
- John R Palumbo · since Sep 22, 2025
Officers 5
- Lishan Aklog · Chief Executive Officer · since Oct 13, 2021
- Shaun O'Neil · President and COO · listed since May 2024
- Dennis M McGrath · Chief Financial Officer · since Oct 13, 2021
- Victoria Tou-ho Lee · Chief Medical Officer · since Mar 23, 2026
- Michael Adam Gordon · General Counsel and Secretary · listed since May 2024
Changes in the last 10 years (20)
| Mar 23, 2026 | Victoria Tou-ho Lee became Chief Medical Officer |
| Sep 22, 2025 | John R Palumbo became a director |
| May 8, 2024 | Shaun O'Neil listed as President and COO (previously Chief Operating Officer) in SEC filings |
| May 8, 2024 | Michael Adam Gordon listed as General Counsel and Secretary (previously General Counsel) in SEC filings |
| May 6, 2024 | Dennis Matheis became a director |
| Aug 1, 2022 | Debra White became a director |
| Jul 30, 2022 | The company announced the departure of Aster Angagaw from the board in an SEC filing |
| May 31, 2022 | Michael Adam Gordon became General Counsel |
| Mar 18, 2022 | Shaun O'Neil became Chief Operating Officer |
| Mar 1, 2022 | The company announced the departure of David F Wurtman as Chief Medical Officer in an SEC filing |
| Oct 13, 2021 | Stanley Lapidus became a director |
| Oct 13, 2021 | Ronald M Sparks became a director |
| Oct 13, 2021 | PAVmed Inc. became a 10% owner |
| Oct 13, 2021 | Lishan Aklog became a director |
| Oct 13, 2021 | Lishan Aklog became Chief Executive Officer |
| Oct 13, 2021 | James L Cox became a director |
| Oct 13, 2021 | Jacque J Sokolov became a director |
| Oct 13, 2021 | Dennis M McGrath became Chief Financial Officer |
| Oct 13, 2021 | David F Wurtman became Chief Medical Officer |
| Oct 13, 2021 | Aster Angagaw became a director |
Not reported recently (1)
- PAVmed Inc. · Last reported as a 10% owner in an SEC filing dated Feb 20, 2024
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
LUCD Proposed Insider Sales (Form 144)
Latest: 2023-09-26
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2023-09-26 | Stanley N. Lapidus | Director | 33,864 | $49.1K | 2023-09-26 | Wedbush Securities | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
14 ETFs hold LUCD
14 shown · $7.04M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $3.4M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $1.2M | $74.2B | 2026-10-21 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.0M | — | 2026-09-30 |
| 4 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.00% | $672,153 | — | 2026-09-30 |
| 5 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.00% | $466,173 | $13.6B | 2026-10-21 |
| 6 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $156,337 | $1.2B | 2026-10-21 |
| 7 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $121,547 | — | 2026-09-30 |
| 8 | RSSL Global X Russell 2000 ETF | Global X | 0.00% | $23,924 | — | 2026-10-22 |
| 9 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $7,291 | — | 2026-09-30 |
| 10 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $2,908 | — | 2026-10-22 |
| 11 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $2,222 | — | 2026-10-22 |
| 12 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $1,475 | — | 2026-10-22 |
| 13 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $61 | — | 2026-10-22 |
| 14 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $18 | — | 2026-10-22 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.