TUCKER ASSET MANAGEMENT LLC

PrivateCIK: 1870012
Location

LITTLETON, CO

📋 What this filing means

TUCKER ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 374 equity positions with a total reported market value of $334.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

374
Positions
$334.45M
Total AUM (reported)
4.31M
Total Shares

Allocation by class

TOTAL AUM$334.45M374 positions
TR UNIT$72.59M21.7%
FIRST TR ENH NEW$60.62M18.1%
COM$41.58M12.4%
UNIT SER 1$26.59M7.9%
S&P500 EQL WGT$17.95M5.4%
COM STK CL A$12.57M3.8%
INTRM GOV CR ETF$6.82M2.0%

Portfolio Concentration

Top 347.8%4–1021.6%11–2513.2%Rest17.5%TOP 1069.3%0%100%
Top 3$159.79M47.8%
4–10$72.08M21.6%
11–25$44.09M13.2%
Rest$58.48M17.5%

Top 3 weight

47.8%

Top 10 weight

69.3%

Voting Authority Distribution

Total shares with voting rights: 4.31M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.31M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole374
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings374
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares111.62K
TypeSH
Market value$72.59M
21.70%
Sole
0.00
Shared
0.00
None
111.62K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares1.01M
TypeSH
Market value$60.62M
18.12%
Sole
0.00
Shared
0.00
None
1.01M

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares46.07K
TypeSH
Market value$26.59M
7.95%
Sole
0.00
Shared
0.00
None
46.07K

NVIDIA CORPORATION

SOLE
COM
Shares105.07K
TypeSH
Market value$18.32M
5.48%
Sole
0.00
Shared
0.00
None
105.07K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares93.52K
TypeSH
Market value$17.95M
5.37%
Sole
0.00
Shared
0.00
None
93.52K

AMNEAL PHARMACEUTICALS INC

SOLE
COM STK CL A
Shares1.01M
TypeSH
Market value$12.57M
3.76%
Sole
0.00
Shared
0.00
None
1.01M

ISHARES TR

SOLE
INTRM GOV CR ETF
Shares63.91K
TypeSH
Market value$6.82M
2.04%
Sole
0.00
Shared
0.00
None
63.91K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares90.87K
TypeSH
Market value$5.57M
1.66%
Sole
0.00
Shared
0.00
None
90.87K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares49.93K
TypeSH
Market value$5.51M
1.65%
Sole
0.00
Shared
0.00
None
49.93K

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares116.38K
TypeSH
Market value$5.34M
1.60%
Sole
0.00
Shared
0.00
None
116.38K

SELECT SECTOR SPDR TR

SOLE
ST STR MATER ETF
Shares106.09K
TypeSH
Market value$5.30M
1.59%
Sole
0.00
Shared
0.00
None
106.09K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares30.57K
TypeSH
Market value$4.94M
1.48%
Sole
0.00
Shared
0.00
None
30.57K

APPLE INC

SOLE
COM
Shares17.95K
TypeSH
Market value$4.55M
1.36%
Sole
0.00
Shared
0.00
None
17.95K

ISHARES SILVER TR

SOLE
ISHARES
Shares55.66K
TypeSH
Market value$3.79M
1.13%
Sole
0.00
Shared
0.00
None
55.66K

ISHARES TR

SOLE
BROAD USD HIGH
Shares97.08K
TypeSH
Market value$3.58M
1.07%
Sole
0.00
Shared
0.00
None
97.08K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares52.69K
TypeSH
Market value$2.93M
0.87%
Sole
0.00
Shared
0.00
None
52.69K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares31.24K
TypeSH
Market value$2.86M
0.86%
Sole
0.00
Shared
0.00
None
31.24K

ISHARES TR

SOLE
FUTU AI TECH ETF
Shares61.42K
TypeSH
Market value$2.86M
0.85%
Sole
0.00
Shared
0.00
None
61.42K

VANGUARD ADMIRAL FDS INC

SOLE
500 GRTH IDX F
Shares5.93K
TypeSH
Market value$2.42M
0.72%
Sole
0.00
Shared
0.00
None
5.93K

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares3.12K
TypeSH
Market value$2.18M
0.65%
Sole
0.00
Shared
0.00
None
3.12K

GLOBAL X FDS

SOLE
RBTCS ARTFL INTE
Shares63.29K
TypeSH
Market value$2.10M
0.63%
Sole
0.00
Shared
0.00
None
63.29K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares17.49K
TypeSH
Market value$1.92M
0.57%
Sole
0.00
Shared
0.00
None
17.49K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares33.20K
TypeSH
Market value$1.67M
0.50%
Sole
0.00
Shared
0.00
None
33.20K

TIDAL TRUST I

SOLE
FUND GRAN US ETF
Shares68.11K
TypeSH
Market value$1.63M
0.49%
Sole
0.00
Shared
0.00
None
68.11K

MICROSOFT CORP

SOLE
COM
Shares3.69K
TypeSH
Market value$1.37M
0.41%
Sole
0.00
Shared
0.00
None
3.69K
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