TUCKER ASSET MANAGEMENT LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$938.9M

Holdings

1,601

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,601 positions)

StockValue
DUKDUKE ENERGY CORP NEW
$276K
LIGHTSTONE VALUE PLUS REIT V INC
$270K
BMYBRISTOL-MYERS SQUIBB CO
$270K
ACIALBERTSONS COS INC
$269K
YMAXTIDAL TR II
$269K
FDLFIRST TR MORNINGSTAR DIVID L
$268K
UPSUNITED PARCEL SERVICE INC
$266K
TXNTEXAS INSTRS INC
$259K
JPM 17.9 07/03/29JPMORGAN CHASE FI VAR 29 DUE 07 03 29
$259K
IBMINTERNATIONAL BUSINESS MACHS
$257K
T7DTRANSDIGM GROUP INC
$253K
VTSAXVANGUARD TOTAL STOCK MKT IDX ADM
$250K
TDIVFIRST TR EXCHANGE-TRADED FD
$249K
LRCXLAM RESEARCH CORP
$245K
BABAALIBABA GROUP HLDG LTD
$242K
VYMVANGUARD WHITEHALL FDS
$240K
RDVYFIRST TR EXCHANGE-TRADED FD
$239K
KOCOCA COLA CO
$237K
NVSNNOVARTIS AG
$234K
METAMETA PLATFORMS INC
$233K
MKLMARKEL GROUP INC
$224K
SOSOUTHERN CO
$222K
AZNASTRAZENECA PLC
$221K
SOFISOFI TECHNOLOGIES INC
$220K
RSGREPUBLIC SVCS INC
$220K
CAHCARDINAL HEALTH INC
$219K
FEPIETF OPPORTUNITIES TRUST
$218K
FUNFXAMERICAN FUNDS FUNDAMENTAL INVS F3
$215K
LLYELI LILLY & CO
$213K
MPWRMONOLITHIC PWR SYS INC
$211K
AMBFXAMERICAN FUNDS AMERICAN BALANCED F2
$210K
AAETXAMERICAN FUNDS 2030 TRGT DATE RETIRE A
$208K
AMGNAMGEN INC
$208K
MCHPMICROCHIP TECHNOLOGY INC.
$206K
BUTIDAL TR II
$205K
LNTALLIANT ENERGY CORP
$201K
GFFFXAMERICAN FUNDS GROWTH FUND OF AMER F2
$201K
AIVSXAMERICAN FUNDS INVMT CO OF AMER A
$201K
IBITISHARES BITCOIN TRUST ETF
$201K
BAC 4.35 05/27/25BANK OF AMERICA 4 35 25CD FDIC INS DUE 05 27 25US
$200K
WMWASTE MGMT INC DEL
$200K
SPYVSPDR SER TR
$200K
BKUNTD 4.65 03/10/25 0000BANKUNITED NTNL 4 65 25CD FDIC INS DUE 03 10 25US
$200K
VWOVANGUARD INTL EQUITY INDEX F
$200K
DGRWWISDOMTREE TR
$200K
STELBK 5.3 01/30/25STELLAR BANK 5 3 25CD FDIC INS DUE 01 30 25US
$200K
QDTEROUNDHILL ETF TRUST
$199K
T 4.125 01/31/25US TREASU NT 4 125 01 25UST NOTE DUE 01 31 25
$198K
CLXCLOROX CO DEL
$197K
FLTRVANECK ETF TRUST
$196K
TLTISHARES TR
$195K
BNDXVANGUARD CHARLOTTE FDS
$190K
VVISA INC
$185K
BSVVANGUARD BD INDEX FDS
$184K
SYYSYSCO CORP
$183K
LAMYXLORD ABBETT DIVIDEND GROWTH I
$181K
SOUNSOUNDHOUND AI INC
$181K
PIMIXPIMCO INCOME INSTL
$181K
KMBKIMBERLY-CLARK CORP
$179K
XDTEROUNDHILL ETF TRUST
$179K
FTCSFIRST TR EXCHANGE-TRADED FD
$173K
IWCISHARES TR
$171K
LMTLOCKHEED MARTIN CORP
$171K
SPSMSPDR SER TR
$170K
KDPKEURIG DR PEPPER INC
$169K
PFEPFIZER INC
$167K
MDYGSPDR SER TR
$166K
RDTEROUNDHILL ETF TRUST
$165K
BUTIDAL TR II
$165K
BACR 4.65 03/18/25BARCLAYS BANK DE 4 65 25CD FDIC INS DUE 03 18 25US
$165K
DFQTXDFA US CORE EQUITY 2 I
$164K
VMBSVANGUARD SCOTTSDALE FDS
$164K
FTAFIRST TR LRG CP VL ALPHADEX
$163K
ONGIXJPMORGAN INVESTOR GROWTH INCOME A
$161K
IYRISHARES TR
$160K
SCHASCHWAB STRATEGIC TR
$159K
EQIXEQUINIX INC
$157K
HRLHORMEL FOODS CORP
$157K
BNDVANGUARD BD INDEX FDS
$155K
MDLZMONDELEZ INTL INC
$154K
DOXAMDOCS LTD
$152K
NOCNORTHROP GRUMMAN CORP
$147K
VTVVANGUARD INDEX FDS
$146K
FUMBXFIDELITY SHRT TERM TRS BD INDEX
$146K
JPM 0 05/13/27 E10VJPMORGAN CHASE BANK 0 27CD FDIC INS DUE 05 13 27US
$144K
NPRTXNEUBERGER BERMAN LARGE CAP VALUE INV
$142K
FDTFIRST TR EXCH TRD ALPHDX FD
$142K
EVRGEVERGY INC
$141K
MAINMAIN STR CAP CORP
$141K
BLUEROCK TOTAL INCOME REAL ESTATE I
$139K
T 2 02/15/25US TREASUR NT 2 02 25UST NOTE DUE 02 15 25
$138K
VCITVANGUARD SCOTTSDALE FDS
$137K
SCHGSCHWAB STRATEGIC TR
$137K
FIDFIRST TR EXCHANGE-TRADED FD
$136K
LMBSFIRST TR EXCHANGE-TRADED FD
$135K
DISDISNEY WALT CO
$134K
DEODIAGEO PLC
$134K
KNGFIRST TR EXCHANGE-TRADED FD
$133K
NSRGYNESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$132K
BUTIDAL TR II
$131K
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