TUCKER ASSET MANAGEMENT LLC

PrivateCIK: 1870012
Location

LITTLETON, CO

1080
Positions
$343.40M
Total AUM (reported)
3.76M
Total Shares

Allocation by class

TOTAL AUM$343.40M1080 positions
TR UNIT$98.40M28.7%
COM$45.72M13.3%
UNIT SER 1$41.31M12.0%
FIRST TR ENH NEW$36.93M10.8%
S&P500 EQL WGT$26.90M7.8%
COM STK CL A$12.74M3.7%
STATE STREET SPD$9.02M2.6%

Portfolio Concentration

Top 351.4%4–1022.9%11–258.7%Rest16.9%TOP 1074.4%0%100%
Top 3$176.64M51.4%
4–10$78.77M22.9%
11–25$29.87M8.7%
Rest$58.12M16.9%

Top 3 weight

51.4%

Top 10 weight

74.4%

Voting Authority Distribution

Total shares with voting rights: 3.76M

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

3.76M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1080
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1080
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares144.30K
TypeSH
Market value$98.40M
28.65%
Sole
0.00
Shared
0.00
None
144.30K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares67.25K
TypeSH
Market value$41.31M
12.03%
Sole
0.00
Shared
0.00
None
67.25K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares616.14K
TypeSH
Market value$36.93M
10.75%
Sole
0.00
Shared
0.00
None
616.14K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares140.45K
TypeSH
Market value$26.90M
7.83%
Sole
0.00
Shared
0.00
None
140.45K

NVIDIA CORPORATION

SOLE
COM
Shares101.32K
TypeSH
Market value$18.90M
5.50%
Sole
0.00
Shared
0.00
None
101.32K

AMNEAL PHARMACEUTICALS INC

SOLE
COM STK CL A
Shares1.01M
TypeSH
Market value$12.74M
3.71%
Sole
0.00
Shared
0.00
None
1.01M

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares78.56K
TypeSH
Market value$7.18M
2.09%
Sole
0.00
Shared
0.00
None
78.56K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares54.09K
TypeSH
Market value$5.96M
1.73%
Sole
0.00
Shared
0.00
None
54.09K

ISHARES TR

SOLE
BROAD USD HIGH
Shares97.01K
TypeSH
Market value$3.63M
1.06%
Sole
0.00
Shared
0.00
None
97.01K

APPLE INC

SOLE
COM
Shares12.77K
TypeSH
Market value$3.47M
1.01%
Sole
0.00
Shared
0.00
None
12.77K

ISHARES TR

SOLE
INTRM GOV CR ETF
Shares30.18K
TypeSH
Market value$3.24M
0.94%
Sole
0.00
Shared
0.00
None
30.18K

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares26.35K
TypeSH
Market value$3.10M
0.90%
Sole
0.00
Shared
0.00
None
26.35K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares20.88K
TypeSH
Market value$3.01M
0.88%
Sole
0.00
Shared
0.00
None
20.88K

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares19.33K
TypeSH
Market value$3.00M
0.87%
Sole
0.00
Shared
0.00
None
19.33K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares67.98K
TypeSH
Market value$2.90M
0.85%
Sole
0.00
Shared
0.00
None
67.98K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares42.45K
TypeSH
Market value$2.47M
0.72%
Sole
0.00
Shared
0.00
None
42.45K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST LADDERED
Shares55.21K
TypeSH
Market value$1.89M
0.55%
Sole
0.00
Shared
0.00
None
55.21K

MICROSOFT CORP

SOLE
COM
Shares3.38K
TypeSH
Market value$1.63M
0.48%
Sole
0.00
Shared
0.00
None
3.38K

TIDAL TRUST I

SOLE
FUNDSTRAT GRANNY
Shares64.23K
TypeSH
Market value$1.59M
0.46%
Sole
0.00
Shared
0.00
None
64.23K

TESLA INC

SOLE
COM
Shares3.29K
TypeSH
Market value$1.48M
0.43%
Sole
0.00
Shared
0.00
None
3.29K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares23.08K
TypeSH
Market value$1.32M
0.38%
Sole
0.00
Shared
0.00
None
23.08K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares3.50K
TypeSH
Market value$1.17M
0.34%
Sole
0.00
Shared
0.00
None
3.50K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares6.07K
TypeSH
Market value$1.08M
0.31%
Sole
0.00
Shared
0.00
None
6.07K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.53K
TypeSH
Market value$1.05M
0.31%
Sole
0.00
Shared
0.00
None
1.53K

PROCTER AND GAMBLE CO

SOLE
COM
Shares6.58K
TypeSH
Market value$942.8K
0.27%
Sole
0.00
Shared
0.00
None
6.58K
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