Tucker Asset Management

Latest statistics and disclosures from Tucker Asset Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tucker Asset Management

Tucker Asset Management holds 1483 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Tucker Asset Management has 1483 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 21.5 $93M 163k 573.76
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 16.6 $72M 1.2M 59.87
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.8 $34M -7% 188k 179.16
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.3 $32M +7% 65k 488.07
 View chart
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX) 3.7 $16M +26% 16M 1.00
 View chart
NVIDIA Corporation (NVDA) 2.7 $12M +6% 96k 121.44
 View chart
Ishares Tr Intrm Gov Cr Etf (GVI) 2.7 $12M -7% 108k 107.10
 View chart
Ishares Tr Short Treas Bd (SHV) 2.5 $11M -21% 99k 110.63
 View chart
Select Sector Spdr Tr Indl (XLI) 2.1 $9.3M -28% 68k 135.44
 View chart
Select Sector Spdr Tr Communication (XLC) 2.1 $9.2M -29% 102k 90.40
 View chart
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 2.1 $9.2M 1.1M 8.32
 View chart
Select Sector Spdr Tr Technology (XLK) 2.1 $9.2M -29% 41k 225.76
 View chart
Select Sector Spdr Tr Financial (XLF) 2.1 $9.0M -28% 199k 45.32
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $4.4M -49% 48k 91.81
 View chart
Apple (AAPL) 0.8 $3.4M -12% 15k 233.00
 View chart
Schwab Value Advantage Money Ultra Shares Schwab Non-sweep Mmf (SNAXX) 0.7 $2.8M -8% 2.8M 1.00
 View chart
Blackrock Multi-asset Income Instl Ntf Equity Funds (BIICX) 0.6 $2.5M +3% 238k 10.43
 View chart
Schwab Us Treasury Money Ultra Schwab Non-sweep Mmf (SUTXX) 0.5 $2.2M 2.2M 1.00
 View chart
Microsoft Corporation (MSFT) 0.4 $1.8M +13% 4.3k 430.34
 View chart
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX) 0.4 $1.5M -33% 1.5M 1.00
 View chart
Procter & Gamble Company (PG) 0.3 $1.5M 8.7k 173.20
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $1.5M +22% 27k 54.93
 View chart
Raytheon Technologies Corp (RTX) 0.3 $1.4M -45% 12k 121.16
 View chart
American Funds Capital World Gr&inc F3 Equity Funds (FWGIX) 0.3 $1.3M 19k 68.95
 View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX) 0.3 $1.3M +27% 2.4k 531.76
 View chart
Schwab Government Money Inv Schwab Non-sweep Mmf (SNVXX) 0.3 $1.2M -17% 1.2M 1.00
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.9k 283.16
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.1M -2% 18k 59.51
 View chart
American Funds American Balanced F3 Equity Funds (AFMBX) 0.3 $1.1M 30k 36.28
 View chart
Tesla Motors (TSLA) 0.2 $1.1M +31% 4.1k 261.65
 View chart
Home Depot (HD) 0.2 $1.0M +3% 2.5k 405.24
 View chart
American Funds American Mutual F3 Equity Funds (AFMFX) 0.2 $933k 16k 59.25
 View chart
Us Treasur Nt 4.25 12/24ust Note Due 12/31/24 Treasury 0.2 $865k NEW 866k 1.00
 View chart
Us Treasury Bill24u S T Bill Due 10/17/24 Treasury Bills 0.2 $831k -12% 833k 1.00
 View chart
McDonald's Corporation (MCD) 0.2 $792k 2.6k 304.53
 View chart
American Funds Washington Mutual F3 Equity Funds (FWMIX) 0.2 $735k 11k 64.33
 View chart
Marriott Intl Cl A (MAR) 0.2 $718k 2.9k 248.60
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $682k +8% 3.2k 210.84
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $642k +17% 1.4k 460.26
 View chart
American Funds Growth Fund Of Amer F3 Equity Funds (GAFFX) 0.1 $631k +2% 8.1k 77.80
 View chart
Chevron Corporation (CVX) 0.1 $622k +32% 4.2k 147.27
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $604k +536% 12k 50.28
 View chart
Gilead Sciences (GILD) 0.1 $582k +13% 6.9k 83.84
 View chart
Johnson & Johnson (JNJ) 0.1 $574k -9% 3.5k 162.07
 View chart
Wells Fargo & Company (WFC) 0.1 $569k +14% 10k 56.49
 View chart
Us Treasu Nt 2.125 11/24ust Note Due 11/30/24 Treasury 0.1 $558k -87% 560k 1.00
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $552k -19% 4.6k 119.07
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $552k 2.3k 243.06
 View chart
Dupont De Nemours (DD) 0.1 $548k +17% 6.2k 89.11
 View chart
Pepsi (PEP) 0.1 $545k -9% 3.2k 170.05
 View chart
Amazon (AMZN) 0.1 $540k 2.9k 186.32
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $534k +3% 13k 41.77
 View chart
Honeywell International (HON) 0.1 $526k +14% 2.5k 206.71
 View chart
L3harris Technologies (LHX) 0.1 $517k +16% 2.2k 237.87
 View chart
Abbott Laboratories (ABT) 0.1 $516k +16% 4.5k 114.01
 View chart
Jpmorgan Chase Fi Var 29 Due 09/05/29 Corporate Bonds 0.1 $510k NEW 521k 0.98
 View chart
T. Rowe Price Dividend Growth Ntf Equity Funds (PRDGX) 0.1 $491k -4% 6.0k 82.27
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $489k +18% 1.4k 353.48
 View chart
Us Treasury Bill24u S T Bill Due 11/14/24 Treasury Bills 0.1 $482k -17% 485k 0.99
 View chart
Blackstone Real Estate Income Trust Class I Real Estate Investme 0.1 $482k 35k 13.98
 View chart
Shell Spon Ads (SHEL) 0.1 $474k +16% 7.2k 65.95
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $470k +8% 1.2k 383.78
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $467k +2571% 4.3k 109.33
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $456k 5.5k 83.63
 View chart
First Tr Value Line Divid In SHS (FVD) 0.1 $434k -31% 9.5k 45.49
 View chart
Jpmorgan Chase Fi Var 29 Due 09/25/29 Corporate Bonds 0.1 $433k NEW 435k 1.00
 View chart
Vanguard Us Growth Admiral Equity Funds (VWUAX) 0.1 $423k -8% 2.3k 181.84
 View chart
United Parcel Service CL B (UPS) 0.1 $423k +21% 3.1k 136.34
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $402k -36% 9.6k 41.95
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $401k 4.8k 82.94
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $388k +13% 1.4k 281.37
 View chart
American Funds Growth Fund Of Amer A Load Equity Fund (AGTHX) 0.1 $387k +14% 5.0k 77.63
 View chart
Analog Devices (ADI) 0.1 $386k +14% 1.7k 230.17
 View chart
Tidal Tr Ii Yieldmax Tsla Op (TSLY) 0.1 $380k +20% 27k 14.27
 View chart
PNC Financial Services (PNC) 0.1 $371k +11% 2.0k 184.85
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $369k -20% 7.4k 50.22
 View chart
Moody National Reit Ii Real Estate Investme 0.1 $366k NEW 162k 2.26
 View chart
Exxon Mobil Corporation (XOM) 0.1 $354k -4% 3.0k 117.22
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $350k -38% 1.7k 200.37
 View chart
Us Treasu Nt 2.875 06/25ust Note Due 06/15/25 Treasury 0.1 $350k +53% 353k 0.99
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $350k -8% 2.1k 165.85
 View chart
Us Bancorp Del Com New (USB) 0.1 $349k +17% 7.6k 45.73
 View chart
Coca-Cola Company (KO) 0.1 $349k -41% 4.9k 71.87
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $348k 660.00 527.67
 View chart
American Funds Europacific Growth F3 Equity Funds (FEUPX) 0.1 $342k 5.7k 60.43
 View chart
Duke Energy Corp Com New (DUK) 0.1 $341k -22% 3.0k 115.30
 View chart
Bank of America Corporation (BAC) 0.1 $341k +17% 8.6k 39.68
 View chart
Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX) 0.1 $331k 12k 26.92
 View chart
Costco Wholesale Corporation (COST) 0.1 $328k 370.00 885.32
 View chart
Microchip Technology (MCHP) 0.1 $325k +20% 4.0k 80.29
 View chart
Jpmorgan Chase Fi Var 29 Due 07/31/29 Corporate Bonds 0.1 $322k NEW 322k 1.00
 View chart
Vanguard Dividend Appreciation Index Adm Equity Funds (VDADX) 0.1 $319k -2% 5.9k 53.77
 View chart
Eli Lilly & Co. (LLY) 0.1 $318k -26% 359.00 885.94
 View chart
ConocoPhillips (COP) 0.1 $310k +20% 2.9k 105.29
 View chart
Amgen (AMGN) 0.1 $302k +18% 937.00 322.21
 View chart
Texas Instruments Incorporated (TXN) 0.1 $295k 1.4k 206.57
 View chart
Southern Company (SO) 0.1 $294k -26% 3.3k 90.18
 View chart
Etf Opportunities Trust Rex Ai Equity Pr (AIPI) 0.1 $291k +71% 5.9k 49.60
 View chart
Abbvie (ABBV) 0.1 $290k -24% 1.5k 197.51
 View chart
Vanguard Growth & Income Inv Equity Funds (VQNPX) 0.1 $290k 4.3k 67.17
 View chart
International Business Machines (IBM) 0.1 $285k 1.3k 221.08
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $285k -16% 4.8k 59.21
 View chart
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $282k -31% 3.5k 80.30
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $278k -35% 4.1k 67.85
 View chart
Jpmorgan Chase Fi Var 29 Due 07/03/29 Corporate Bonds 0.1 $278k 280k 0.99
 View chart
Republic Services (RSG) 0.1 $276k -25% 1.4k 200.84
 View chart
Truist Bank 5.2 24cd Fdic Ins Due 10/21/24us Certificate Deposit 0.1 $273k NEW 273k 1.00
 View chart
American Funds Fundamental Invs F3 Equity Funds (FUNFX) 0.1 $272k 3.2k 85.39
 View chart
Ge Aerospace Com New (GE) 0.1 $270k +1835% 1.4k 188.58
 View chart
Lightstone Value Plus Reit V Real Estate Investme 0.1 $269k -2% 17k 15.46
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $267k -25% 5.9k 45.24
 View chart
American Funds Invmt Co Of Amer A Load Equity Fund (AIVSX) 0.1 $266k -2% 4.4k 60.85
 View chart
Lockheed Martin Corporation (LMT) 0.1 $264k -26% 451.00 584.56
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $264k +138% 2.3k 116.96
 View chart
Colgate-Palmolive Company (CL) 0.1 $261k +762% 2.5k 103.81
 View chart
Waste Management (WM) 0.1 $260k -26% 1.3k 207.60
 View chart
Alliant Energy Corporation (LNT) 0.1 $260k -25% 4.3k 60.69
 View chart
Cardinal Health (CAH) 0.1 $258k -26% 2.3k 110.52
 View chart
Keurig Dr Pepper (KDP) 0.1 $257k -25% 6.9k 37.48
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $256k +6% 4.8k 52.81
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $256k -57% 443.00 576.82
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.0k 128.20
 View chart
American Express Company (AXP) 0.1 $249k NEW 917.00 271.20
 View chart
Clorox Company (CLX) 0.1 $248k -24% 1.5k 162.91
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $243k -25% 1.7k 142.28
 View chart
Us Treasury Bill24u S T Bill Due 12/19/24 Treasury Bills 0.1 $243k +96% 245k 0.99
 View chart
Philip Morris International (PM) 0.1 $242k +4877% 2.0k 121.40
 View chart
Booking Holdings (BKNG) 0.1 $240k +850% 57.00 4212.12
 View chart
SYSCO Corporation (SYY) 0.1 $239k -24% 3.1k 78.06
 View chart
Tidal Tr Ii Yieldmax Univers (YMAX) 0.1 $237k +2% 13k 17.83
 View chart
Pfizer (PFE) 0.1 $236k -30% 8.2k 28.94
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $236k -22% 3.2k 73.67
 View chart
Chemed Corp Com Stk (CHE) 0.1 $230k NEW 382.00 600.97
 View chart
Equinix (EQIX) 0.0 $215k +27% 242.00 887.63
 View chart
Astrazeneca Sponsored Adr (AZN) 0.0 $215k +24% 2.8k 77.91
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $210k -38% 8.0k 26.14
 View chart
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $210k -35% 8.2k 25.47
 View chart
American Funds 2030 Trgt Date Retire A Load Equity Fund (AAETX) 0.0 $208k -70% 11k 18.13
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $207k 3.9k 52.86
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $206k 2.5k 83.21
 View chart
Hormel Foods Corporation (HRL) 0.0 $206k -22% 6.5k 31.70
 View chart
Amdocs SHS (DOX) 0.0 $205k -23% 2.3k 87.48
 View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI) 0.0 $205k +72% 4.0k 51.28
 View chart
Markel Corporation (MKL) 0.0 $204k 130.00 1568.58
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.0 $203k NEW 8.6k 23.54
 View chart
Lam Research Corporation 0.0 $202k 247.00 816.08
 View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NSRGY) 0.0 $202k -21% 2.0k 100.67
 View chart
Diamondback Energy (FANG) 0.0 $201k NEW 1.2k 172.40
 View chart
Stellar Bank 5.3 25cd Fdic Ins Due 01/30/25us Certificate Deposit 0.0 $200k 200k 1.00
 View chart
Bankunited, Ntnl 4.65 25cd Fdic Ins Due 03/10/25us Certificate Deposit 0.0 $200k NEW 200k 1.00
 View chart
City Ntnl Bank Of 4.9 24cd Fdic Ins Due 11/25/24us Certificate Deposit 0.0 $200k NEW 200k 1.00
 View chart
Goldman Sachs Ban 5.1 24cd Fdic Ins Due 10/09/24us Certificate Deposit 0.0 $200k 200k 1.00
 View chart
Us Treasu Nt 4.125 01/25ust Note Due 01/31/25 Treasury 0.0 $199k 199k 1.00
 View chart
American Funds Growth Fund Of Amer F2 Ntf Equity Funds (GFFFX) 0.0 $192k -11% 2.5k 77.47
 View chart
Us Treasury Bill24u S T Bill Due 10/03/24 Treasury Bills 0.0 $187k +65% 187k 1.00
 View chart
Tidal Tr Ii Yieldmax Coin Op (CONY) 0.0 $186k -3% 14k 13.40
 View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $184k -22% 3.4k 54.48
 View chart
Lord Abbett Dividend Growth I Ntf Equity Funds (LAMYX) 0.0 $183k 7.6k 24.02
 View chart
Eastman Chemical Company (EMN) 0.0 $182k +20% 1.6k 111.95
 View chart
Meta Platforms Cl A (META) 0.0 $180k 314.00 572.40
 View chart
First Tr Exchange-traded S&p Intl Divid (FID) 0.0 $178k -31% 10k 17.56
 View chart
Evergy (EVRG) 0.0 $174k +21% 2.8k 62.01
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $170k -5% 2.3k 75.11
 View chart
Jpmorgan Investor Growth & Income A Ntf Equity Funds (ONGIX) 0.0 $169k 8.3k 20.23
 View chart
Diageo Spon Adr New (DEO) 0.0 $168k +23% 1.2k 140.34
 View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $168k 1.9k 87.74
 View chart
Northrop Grumman Corporation (NOC) 0.0 $166k 315.00 528.07
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $166k 1.6k 101.87
 View chart
Barclays Bank De 4.65 25cd Fdic Ins Due 03/18/25us Certificate Deposit 0.0 $165k NEW 165k 1.00
 View chart
Neuberger Berman Large Cap Value Inv Ntf Equity Funds (NPRTX) 0.0 $164k 3.4k 47.87
 View chart
Visa Com Cl A (V) 0.0 $163k +3% 592.00 274.95
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $162k +1011% 3.6k 45.51
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $162k +11% 925.00 174.59
 View chart
American Funds Capital World Gr&inc A Load Equity Fund (CWGIX) 0.0 $159k -40% 2.3k 69.00
 View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX) 0.0 $156k +34% 1.1k 137.90
 View chart
American Funds American Balanced A Load Equity Fund (ABALX) 0.0 $155k +27% 4.3k 36.30
 View chart
Tidal Tr Ii Yieldmax Ultra O (ULTY) 0.0 $155k +9% 15k 10.59
 View chart
Starbucks Corporation (SBUX) 0.0 $154k -45% 1.6k 97.51
 View chart
Sempra Energy (SRE) 0.0 $150k +23% 1.8k 83.63
 View chart
Fidelity Shrt-term Trs Bd Index Bond Funds (FUMBX) 0.0 $150k 14k 10.39
 View chart
Ishares Tr Micro-cap Etf (IWC) 0.0 $149k NEW 1.2k 123.32
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $147k +21% 4.9k 29.89
 View chart
Dfa Us Core Equity 2 I Equity Funds (DFQTX) 0.0 $144k 3.8k 38.28
 View chart
Bluerock Total Income Real Estate I Equity Funds (TIPWX) 0.0 $143k -3% 5.2k 27.70
 View chart
Public Service Enterprise (PEG) 0.0 $141k 1.6k 89.21
 View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.0 $140k -9% 1.8k 79.13
 View chart
Us Treasur Nt 2 02/25ust Note Due 02/15/25 Treasury 0.0 $138k 139k 0.99
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $138k +3% 2.7k 51.50
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $136k +22% 514.00 263.75
 View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF) 0.0 $135k +65% 2.3k 57.77
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $134k +16% 1.4k 98.08
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $134k -11% 1.5k 90.80
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $134k -22% 676.00 198.06
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $132k -20% 4.6k 29.07
 View chart
American Fds Taxawr Cnsrv Gr&inc Port A Load Equity Fund (TAIAX) 0.0 $130k 7.8k 16.54
 View chart
Beal Bank Usa 5.3 24cd Fdic Ins Due 10/02/24us Certificate Deposit 0.0 $128k 128k 1.00
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $127k 1.2k 104.18
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $124k 3.4k 36.13
 View chart
Vanguard Interm-term Bond Index Adm Bond Funds (VBILX) 0.0 $123k NEW 12k 10.59
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $122k +11% 2.5k 47.85
 View chart
Main Street Capital Corporation (MAIN) 0.0 $121k +7% 2.4k 50.15
 View chart
American Funds Smallcap World A Load Equity Fund (SMCWX) 0.0 $121k 1.7k 70.82
 View chart
Southern Copper Corporation (SCCO) 0.0 $121k 1.0k 115.67
 View chart
Resource Bank 4.25 25cd Fdic Ins Due 08/22/25us Certificate Deposit 0.0 $120k NEW 120k 1.00
 View chart
Fidelity Interm Trs Bd Index Bond Funds (FUAMX) 0.0 $119k 12k 9.97
 View chart
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $119k 1.2k 96.38
 View chart
Walt Disney Company (DIS) 0.0 $118k -25% 1.2k 96.16
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $114k -27% 740.00 154.02
 View chart
Vanguard Target Retirement 2030 Fund Equity Funds (VTHRX) 0.0 $113k 2.8k 39.92
 View chart
Pimco Income Instl Bond Funds (PIMIX) 0.0 $111k -12% 10k 10.79
 View chart
Advanced Micro Devices (AMD) 0.0 $111k -13% 675.00 164.08
 View chart
Wells Fargo Bank 4.75 25cd Fdic Ins Due 01/22/25us Certificate Deposit 0.0 $110k 110k 1.00
 View chart
American Funds Washington Mutual C Load Equity Fund (WSHCX) 0.0 $110k NEW 1.7k 63.20
 View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $109k -5% 1.9k 57.67
 View chart
Cim Real Estate Finance Trust Real Estate Investme 0.0 $107k 18k 6.09
 View chart
Ameris Bank 4.9 24cd Fdic Ins Due 11/15/24us Certificate Deposit 0.0 $106k NEW 106k 1.00
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $103k +198% 618.00 167.30
 View chart
Webster Bank, N.a 4.9 24cd Fdic Ins Due 11/21/24us Certificate Deposit 0.0 $103k NEW 103k 1.00
 View chart
Patient Opportunity I Equity Funds (LMNOX) 0.0 $103k 2.6k 39.14
 View chart
Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $102k 22k 4.56
 View chart
Fidelity Growth & Income Equity Funds (FGRIX) 0.0 $102k +3% 1.6k 62.82
 View chart
Wells Fargo Bank 5.35 25cd Fdic Ins Due 10/24/25us Certificate Deposit 0.0 $102k 100k 1.01
 View chart
Eaton Vance Strategic Income Class I Bond Funds (ESIIX) 0.0 $101k -13% 15k 6.73
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $101k -48% 564.00 179.30
 View chart
Dodge & Cox Income I Bond Funds 0.0 $100k -3% 7.8k 12.94
 View chart
Morgan Stanley B 5.05 25cd Fdic Ins Due 04/03/25us Certificate Deposit 0.0 $100k 100k 1.00
 View chart
Santander Bank, 4.65 25cd Fdic Ins Due 02/18/25us Certificate Deposit 0.0 $100k NEW 100k 1.00
 View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.0 $95k 1.2k 82.42
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $95k -34% 884.00 107.65
 View chart
Deere & Company (DE) 0.0 $95k 227.00 417.33
 View chart
Eversource Energy (ES) 0.0 $94k -25% 1.4k 68.05
 View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $94k -15% 1.9k 49.41
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $94k -31% 2.6k 36.38
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $94k -29% 1.1k 87.80
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $94k +31% 926.00 101.27
 View chart
First Tr Exchange Traded Growth Strength (FTGS) 0.0 $94k +125% 3.0k 31.22
 View chart
American Funds New World A Load Equity Fund (NEWFX) 0.0 $93k 1.1k 85.61
 View chart
Vanguard Lifestrategy Growth Inv Equity Funds (VASGX) 0.0 $93k 2.0k 47.17
 View chart
Broadcom (AVGO) 0.0 $93k +605% 536.00 172.50
 View chart
Super Micro Computer 0.0 $92k -25% 221.00 416.40
 View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA) 0.0 $91k -3% 2.2k 40.58
 View chart
Vanguard Short-term Bond Index Adm Bond Funds (VBIRX) 0.0 $90k NEW 8.8k 10.30
 View chart
Ishares Tr Core Msci Total (IXUS) 0.0 $90k 1.2k 72.63
 View chart
Associated Bank 4.25 25cd Fdic Ins Due 08/15/25us Certificate Deposit 0.0 $90k NEW 90k 1.00
 View chart
Morgan Stanley Fi Var 26 Due 05/05/26 Corporate Bonds 0.0 $90k 90k 1.00
 View chart
Schwab Health Care Schwab Mutl Funds (SWHFX) 0.0 $88k NEW 3.1k 28.78
 View chart
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX) 0.0 $87k +237% 980.00 89.18
 View chart
Morgan Stanley Fin 0 25 Due 10/03/25 Corporate Bonds 0.0 $86k 59k 1.46
 View chart
Cvr Partners (UAN) 0.0 $86k 1.3k 67.14
 View chart
Janus Henderson Research T Ntf Equity Funds (JAMRX) 0.0 $86k 1.0k 84.25
 View chart

Past Filings by Tucker Asset Management

SEC 13F filings are viewable for Tucker Asset Management going back to 2022