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Loomis Grw Y M utual fund shares owned by Tucker Asset Management

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Tucker Asset Management from 13F filings

Historical chart of Tucker Asset Management investment in Loomis Grw Y M utual fund

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All positions including Loomis Grw Y M utual fund held by Tucker Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loomis Grw Y M utual fund by Tucker Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8k 104 27.17
2024-03-31 $2.7k 104 26.10

More positions owned by Tucker Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Select Sector Spdr Tr Technology (XLK)
Schwab Value Advantage M Schwab Non-sweep Mmf (SWVXX)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Intrm Gov Cr Etf (GVI)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Us Treasu Nt 2.12511/24 Treasury

View all positions for Tucker Asset Management

Top funds holding Loomis Grw Y M utual fund

Maripau Wealth Management
Williams Jones Wealth Management
PSI Advisors
Eagle Bay Advisors
Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Loomis Grw Y M utual fund