TUCKER ASSET MANAGEMENT LLC

PrivateCIK: 1870012
Location

LITTLETON, CO

430
Positions
$404.83M
Total AUM (reported)
4.32M
Total Shares

Allocation by class

TOTAL AUM$404.83M430 positions
TR UNIT$95.63M23.6%
COM$51.65M12.8%
UNIT SER 1$43.84M10.8%
FIRST TR ENH NEW$35.30M8.7%
S&P500 EQL WGT$23.65M5.8%
COM STK CL A$17.50M4.3%
INTRM GOV CR ETF$6.52M1.6%

Portfolio Concentration

Top 343.2%4–1021.0%11–2513.1%Rest22.8%TOP 1064.2%0%100%
Top 3$174.77M43.2%
4–10$85.05M21.0%
11–25$52.88M13.1%
Rest$92.12M22.8%

Top 3 weight

43.2%

Top 10 weight

64.2%

Voting Authority Distribution

Total shares with voting rights: 4.32M

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

4.32M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole430
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings430
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares128.06K
TypeSH
Market value$95.63M
23.62%
Sole
0.00
Shared
0.00
None
128.06K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares59.53K
TypeSH
Market value$43.84M
10.83%
Sole
0.00
Shared
0.00
None
59.53K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares591.01K
TypeSH
Market value$35.30M
8.72%
Sole
0.00
Shared
0.00
None
591.01K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares111.16K
TypeSH
Market value$23.65M
5.84%
Sole
0.00
Shared
0.00
None
111.16K

NVIDIA CORPORATION

SOLE
COM
Shares108K
TypeSH
Market value$21.61M
5.34%
Sole
0.00
Shared
0.00
None
108K

AMNEAL PHARMACEUTICALS INC

SOLE
COM STK CL A
Shares1.01M
TypeSH
Market value$17.50M
4.32%
Sole
0.00
Shared
0.00
None
1.01M

ISHARES TR

SOLE
INTRM GOV CR ETF
Shares61.42K
TypeSH
Market value$6.52M
1.61%
Sole
0.00
Shared
0.00
None
61.42K

APPLE INC

SOLE
COM
Shares18.59K
TypeSH
Market value$5.38M
1.33%
Sole
0.00
Shared
0.00
None
18.59K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares28.42K
TypeSH
Market value$5.26M
1.30%
Sole
0.00
Shared
0.00
None
28.42K

SELECT SECTOR SPDR TR

SOLE
ST STR MATER ETF
Shares100.91K
TypeSH
Market value$5.13M
1.27%
Sole
0.00
Shared
0.00
None
100.91K

ISHARES TR

SOLE
FUTU AI TECH ETF
Shares67.06K
TypeSH
Market value$5.11M
1.26%
Sole
0.00
Shared
0.00
None
67.06K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares26.49K
TypeSH
Market value$5.05M
1.25%
Sole
0.00
Shared
0.00
None
26.49K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares92.47K
TypeSH
Market value$4.91M
1.21%
Sole
0.00
Shared
0.00
None
92.47K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares41.40K
TypeSH
Market value$4.57M
1.13%
Sole
0.00
Shared
0.00
None
41.40K

ISHARES TR

SOLE
BROAD USD HIGH
Shares122.88K
TypeSH
Market value$4.55M
1.12%
Sole
0.00
Shared
0.00
None
122.88K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares63.34K
TypeSH
Market value$3.89M
0.96%
Sole
0.00
Shared
0.00
None
63.34K

NORTHERN LTS FD TR III

SOLE
HCM DEFND 100
Shares39.91K
TypeSH
Market value$3.42M
0.84%
Sole
0.00
Shared
0.00
None
39.91K

NORTHERN LTS FD TR III

SOLE
HCM DEFEN 500
Shares51.41K
TypeSH
Market value$3.28M
0.81%
Sole
0.00
Shared
0.00
None
51.41K

ISHARES SILVER TR

SOLE
ISHARES
Shares58.04K
TypeSH
Market value$3.10M
0.77%
Sole
0.00
Shared
0.00
None
58.04K

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares25.54K
TypeSH
Market value$3.05M
0.75%
Sole
0.00
Shared
0.00
None
25.54K

VANGUARD ADMIRAL FDS INC

SOLE
500 GRTH IDX F
Shares34.96K
TypeSH
Market value$2.89M
0.71%
Sole
0.00
Shared
0.00
None
34.96K

GLOBAL X FDS

SOLE
RBTCS ARTFL INTE
Shares60.93K
TypeSH
Market value$2.31M
0.57%
Sole
0.00
Shared
0.00
None
60.93K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares17.92K
TypeSH
Market value$2.29M
0.57%
Sole
0.00
Shared
0.00
None
17.92K

PROSHARES TR

SOLE
SHORT ETHER ETF
Shares39.03K
TypeSH
Market value$2.29M
0.56%
Sole
0.00
Shared
0.00
None
39.03K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares43.28K
TypeSH
Market value$2.18M
0.54%
Sole
0.00
Shared
0.00
None
43.28K
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