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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TUCKER ASSET MANAGEMENT LLC

Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001398344-23-014477

Total Value
$189.6M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ578,839$82.0M43.24%
2FIRST TR EXCHNG TRADED FD VI33740F805880,399$46.5M24.53%
3SPDR S&P 500 ETF TRSPY106,975$42.4M22.36%
4INVESCO QQQ TRIVZ12,815$4.1M2.16%
5RAYTHEON TECHNOLOGIES CORPRTX9,598$741,6370.39%
6ISHARES TR46435G4255,905$536,5870.28%
7APPLE INCAAPL3,914$478,0950.25%
8MARRIOTT INTL INC NEW5719032022,852$422,4100.22%
9CARRIER GLOBAL CORPORATIONCARR9,221$389,3110.21%
10OTIS WORLDWIDE CORPOTIS4,610$315,5550.17%
11BOEING COBA-PA1,219$310,5040.16%
12NUCOR CORPNUE3,863$310,0830.16%
13STEEL DYNAMICS INCSTLD6,041$306,6410.16%
14ISHARES TR4642872262,580$293,6810.15%
15SSGA ACTIVE ETF TR78467V8486,078$293,0200.15%
16ISHARES TR4642872422,227$289,6210.15%
17DELTA AIR LINES INC DELDAL5,892$284,4660.15%
18SOUTHWEST AIRLS CO8447411084,425$270,1910.14%
19NORWEGIAN CRUISE LINE HLDG LNCLH9,620$265,4160.14%
20ISHARES TR4642886464,836$264,4320.14%
21MICRON TECHNOLOGY INCMU2,983$263,1300.14%
22SVB FINANCIAL GROUP78486Q101507$250,2860.13%
23SERITAGE GROWTH PPTYS81752R10013,436$246,5510.13%
24SPDR SER TR78464A3756,648$240,9900.13%
25SPDR SER TR78464A8545,010$233,5160.12%
26SPDR SER TR78468R6222,045$222,4960.12%
27INVESCO EXCH TRADED FD TR IIIVZ9,994$221,1670.12%
28DISNEY WALT CO254687106850$156,8420.08%
29MICROSOFT CORPMSFT659$155,3720.08%
30ORACLE CORPORCL-PD2,110$148,0590.08%
31EXXON MOBIL CORPXOM2,547$142,1990.07%
32INVESCO EXCH TRADED FD TR IIIVZ5,207$139,3910.07%
33ISHARES TR4642888851,300$130,5980.07%
34SPDR SER TR78464A3674,310$130,0330.07%
35WISDOMTREE TRWT3,075$125,1220.07%
36ISHARES TR46432F3881,198$122,7470.06%
37ISHARES TR46434V4072,662$121,9460.06%
38PROSHARES TR74347X8311,260$114,9880.06%
39LATTICE STRATEGIES TR5184161023,775$112,1180.06%
40VISA INCV522$110,5230.06%
41CHEVRON CORP NEWCVX1,047$109,7390.06%
42ALPHABET INCGOOG49$101,0630.05%
43ISHARES TR46429B2673,672$96,1700.05%
44WELLS FARGO CO NEW9497461012,366$92,4400.05%
45BOSTON SCIENTIFIC CORPBSX2,390$92,3740.05%
46UNITED PARCEL SERVICE INCUPS531$90,2650.05%
47AMAZON COM INCAMZN29$89,7280.05%
48ADVANCED MICRO DEVICES INCAMD1,090$85,5650.05%
49FIRST TR EXCHANGE-TRADED FD33739Q2001,661$84,8110.04%
50ABBOTT LABSABLZF702$84,1280.04%
51ISHARES TR46432F370700$84,0560.04%
52PLUG POWER INCPLUG2,056$73,6870.04%
53CITIGROUP INCC-PR1,000$72,7500.04%
54VANGUARD SCOTTSDALE FDS92206C870767$71,3540.04%
55MCDONALDS CORPMCD308$69,0350.04%
56PROCTER AND GAMBLE CO742718109500$67,7150.04%
57ISHARES TR464287440591$66,7420.04%
58GARMIN LTDGRMN503$66,3210.03%
59HOME DEPOT INCHD209$63,7970.03%
60COMCAST CORP NEWCCZ1,159$62,7130.03%
61L3HARRIS TECHNOLOGIES INCLHX302$61,2090.03%
62DUPONT DE NEMOURS INCDD781$60,3560.03%
63FIDELITY COVINGTON TRUST316092808556$58,8580.03%
64AT&T INCT-PC1,926$58,3000.03%
65ISHARES TR464287770334$57,2040.03%
66BERKSHIRE HATHAWAY INC DELBRK-A223$56,9700.03%
67SQUARE INCBSQKZ250$56,7630.03%
68JPMORGAN CHASE & COVYLD369$56,1730.03%
69FIRST TR VALUE LINE DIVID IN33734H1061,435$54,5010.03%
70HONEYWELL INTL INC438516106249$54,0500.03%
71ISHARES U S ETF TR46431W5071,045$52,4490.03%
72SOUTHEAST WIS PROFESSIONAL BAS REV BDS841531BD755$51,2080.03%
73BK OF AMERICA CORP0605051041,295$50,1040.03%
74JOHNSON & JOHNSONJNJ299$49,1410.03%
75ISHARES TR464288810148$48,8930.03%
76DUKE ENERGY CORP NEWDUKB497$47,9750.03%
77MODERNA INCMRNA365$47,7970.03%
78PEPSICO INCPEP332$46,9610.02%
79US BANCORP DELUSB-PS839$46,4050.02%
80GILEAD SCIENCES INCGILD714$46,1460.02%
81MICROCHIP TECHNOLOGY INC.MCHPP288$44,7030.02%
82PNC FINL SVCS GROUP INC693475105254$44,5540.02%
83ACCENTURE PLC IRELANDACN152$41,9900.02%
84FIRST TR EXCHANGE-TRADED FD33739Q408689$41,3190.02%
85GALLAGHER ARTHUR J & CO363576109330$41,1740.02%
86CROWN CASTLE INTL CORP NEWCCI238$40,9670.02%
87ANALOG DEVICES INCADI263$40,7860.02%
88AMGEN INCAMGN160$39,8100.02%
89CONOCOPHILLIPSCOP744$39,4100.02%
90DIAGEO PLCDGEAF238$39,0820.02%
91INTEL CORPINTC600$38,4000.02%
92PINTEREST INCPINS500$37,0150.02%
93NOVO-NORDISK A SNONOF532$35,8670.02%
94NOVARTIS AGNVSEF419$35,8160.02%
95FIRST TR EXCHANGE-TRADED FD33738R506774$35,2090.02%
96MEDTRONIC PLCMDT284$33,5490.02%
97ISHARES TR46428720084$33,4170.02%
98BARCLAYS BANK PLC NOTE M/W CLBL VAR06738KMX638$32,9080.02%
99ADOBE SYSTEMS INCORPORATEDADBE67$31,8500.02%
100COCA COLA COKO599$31,5730.02%
101PFIZER INCPFE849$30,7590.02%
102FIRST TR LRG CP VL ALPHADEX33735J101481$30,6170.02%
103ISHARES TR464288158282$30,4050.02%
104SABINE ROYALTY TR7856881021,000$30,3600.02%
105FIRST TR EXCH TRADED FD III33740J1041,501$30,3050.02%
106BLACKROCK MUN INCOME TRBLK2,000$30,0000.02%
107VIACOMCBS INC92556H206655$29,5410.02%
108FIRST TR MORNINGSTAR DIVID L336917109900$29,4480.02%
109ISHARES TR464287598189$28,6430.02%
110FIRST TR EXCHANGE TRAD FD VI33740Y101979$28,2550.01%
111CISCO SYS INCCSCO526$27,1990.01%
112WALMART INCWMT200$27,1660.01%
113ROYAL CARIBBEAN GROUPV7780T103315$26,9670.01%
114FIRST TRUST LRGCP GWT ALPHAD33735K108276$26,9520.01%
115FIRST TR EXCHANGE TRADED FD33734X101459$26,7140.01%
116FIRST TR EXCH TRD ALPHDX FD33737J174441$26,5090.01%
117ISHARES INC46434G822383$26,2430.01%
118PROSHARES TR74347R107253$25,8840.01%
119EDWARDS LIFESCIENCES CORPEW300$25,0920.01%
120ISHARES TR464287796950$24,9190.01%
121AMERICAN AIRLS GROUP INC02376R1021,000$23,9000.01%
122NCS MULTISTAGE HLDGS INCNCSM855$23,7260.01%
123SPDR SER TR78464A664607$23,6610.01%
124FIRST TR EXCHANGE-TRADED FD33733E104330$23,3710.01%
125FIRST TR EXCHANGE-TRADED FD33738D408463$22,5250.01%
126SELECT SECTOR SPDR TR81369Y886350$22,4140.01%
127ISHARES INC464286665439$22,0510.01%
128GEORGIA MUN ELEC AUTH PWR REV REV BDS M/W373541X9720$21,7080.01%
129BAYER AG ADR SPONSORED0727303021,355$21,5170.01%
130QUANTUMSCAPE CORPQS480$21,4800.01%
131TYSON FOODS INCTSN289$21,4730.01%
132ISHARES TR46432F842296$21,3270.01%
133KANSAS ST DEV FIN AUTH TAXABLE BDS REV M/W485429Y6520$21,1870.01%
134ARLINGTON TEX HIGHER ED FIN CO REV BDS CLBL041806BN920$21,1760.01%
135EVERGY INCEVRG355$21,1330.01%
136SONOCO PRODS CO835495102333$21,0790.01%
137ISHARES TR46435G672379$20,7920.01%
138SPDR SER TR78464A763173$20,4190.01%
139FIRST TR EXCH TRADED FD III33739P301369$20,1250.01%
140FIRST TR EXCH TRADED FD III33739N108355$20,0330.01%
141MERCK & CO. INCMRK247$19,0410.01%
142CITIGROUP INC NOTE M/W CLBLC-PR15$19,0180.01%
143VANGUARD WHITEHALL FDS921946406184$18,6010.01%
144UNILEVER PLCUNLYF326$18,2010.01%
145COSTCO WHSL CORP NEW22160K10550$17,6240.01%
146CUMMINS INCCMI67$17,3600.01%
147ISHARES TR46428750765$16,9180.01%
148SOUTHERN COSOMN270$16,7830.01%
149FIRST TR EXCHANGE-TRADED FD33739G103348$16,4760.01%
150FIRST TR EXCHANGE TRADED FD33734X135395$16,4320.01%
151ISHARES TR46429B697237$16,3980.01%
152FIRST TR EXCH TRD ALPHDX FD33737J182615$16,2260.01%
153FIRST TR EXCHANGE TRADED FD33734X150281$15,9190.01%
154SYSCO CORPSYY200$15,7480.01%
155INVESCO ACTIVELY MANAGED ETFIVZ596$14,9420.01%
156FIRST TR EXCHANGE TRADED FD33734X119259$14,8850.01%
157PROGRESSIVE CORP743315103150$14,3420.01%
158FIRST TR EXCHANGE TRADED FD33734X143131$14,2280.01%
159FIRST TR STOXX EUROPEAN SELE33735T109969$13,6820.01%
160TESLA INCTSLA20$13,3590.01%
161VANGUARD INDEX FDS922908553145$13,3200.01%
162LOWES COS INC54866110769$13,1220.01%
163ISHARES TR464288281116$12,6300.01%
164METLIFE INCMET-PF200$12,1580.01%
165VANGUARD WHITEHALL FDS921946810141$11,6790.01%
166STATE STR CORPSTT-PG137$11,5090.01%
167FIRST TR EXCHANGE-TRADED FD33738D101502$11,4510.01%
168PRUDENTIAL FINL INCPUKPF125$11,3880.01%
169KOHLS CORPORATION NOTE M/W CLBLKSS10$10,9500.01%
1703M COMMM56$10,7900.01%
171CELSIUS HLDGS INCCELH221$10,6190.01%
172FIRST TR EXCHANGE-TRADED FD33738R118196$10,5820.01%
173CORPUS CHRISTI TEX UTIL SYS RE JR LIEN REV IMPT BDS CLBL220245SM710$10,2140.01%
174ALTRIA GROUP INCMO195$9,9760.01%
175VANGUARD INTL EQUITY INDEX F922042874154$9,7020.01%
176VANGUARD INDEX FDS92290863752$9,6360.01%
177BANK NEW YORK MELLON CORP064058100200$9,4580.00%
178COLGATE PALMOLIVE COCL117$9,2230.00%
179VANGUARD INDEX FDS92290873635$8,9960.00%
180GOLDMAN SACHS GROUP INCGSCE27$8,8290.00%
181CARNIVAL CORPCUKPF330$8,7580.00%
182ISHARES TR46428715095$8,7020.00%
183KOHLS CORPKSS145$8,6430.00%
184VANGUARD TAX-MANAGED INTL FD921943858173$8,4960.00%
185NUVEEN MUNICIPAL CREDIT INCNU509$8,2250.00%
186GLOBAL X FDS37954Y855140$8,1840.00%
187ENBRIDGE INCENNPF224$8,1540.00%
188BLACKROCK MUNI INTER DR FD IBLK531$7,9860.00%
189BNY MELLON STRATEGIC MUN BD09662E1091,012$7,9240.00%
190VANECK VECTORS ETF TR92189F353334$7,8920.00%
191ALLIANCEBERNSTEIN NATL MUN I01864U106547$7,7890.00%
192NUVEEN AMT FREE QLTY MUN INCNU523$7,7510.00%
193WELLTOWER INCWELL106$7,5930.00%
194HERCULES CAPITAL INCHCXY464$7,4380.00%
195KIMBERLY-CLARK CORPKMB53$7,3700.00%
196ISHARES TR46428765533$7,2910.00%
197SANOFISNYNF145$7,1720.00%
198DOMINION ENERGY INCD91$6,9120.00%
199ARES CAPITAL CORPARCC361$6,7540.00%
200SIXTH STREET SPECIALTY LENDNTSLX320$6,7300.00%
201ISHARES INC464286285151$6,7150.00%
202INTERNATIONAL BUSINESS MACHSINTR50$6,6630.00%
203MAIN STR CAP CORP56035L104168$6,5770.00%
204PALANTIR TECHNOLOGIES INCPLTR279$6,4980.00%
205PENNANTPARK FLOATING RATE CAPFLT534$6,3440.00%
206ISHARES TR46432F33950$6,0890.00%
207T-MOBILE US INCTMUSZ47$5,8890.00%
208FIRST TR LRGE CP CORE ALPHA33734K10971$5,6860.00%
209HCA INC NOTE M/W CLBL404119BU25$5,6080.00%
210WABTEC92974010870$5,5410.00%
211NATIONAL FUEL GAS CO NOTE M/W CLBLNFG5$5,5140.00%
212SEAGATE HDD CAYMAN NOTE M/W CLBLSE5$5,4940.00%
213HASBRO INCHAS56$5,3830.00%
214SUNOCO LOGISTICS PARTNERS OPER NOTE M/W CLBLSUN5$5,3770.00%
215ARES CAPITAL CORP NOTE M/W CLBLARCC5$5,3640.00%
216YUM BRANDS INC NOTE M/W CLBLYUM5$5,2690.00%
217QVC INC NOTE M/W CLBLQVCC5$5,2630.00%
218GOLUB CAP BDC INC38173M102357$5,2190.00%
219TRINITY INDUSTRIES INC NOTE M/W CLBLTRN5$5,1980.00%
220CVS HEALTH CORPCVS69$5,1910.00%
221VERIZON COMMUNICATIONS INCVZ89$5,1750.00%
222EQM MIDSTREAM PARTNERS LP NOTE M/W CLBL26885BAA85$5,0860.00%
223REALTY INCOME CORPO80$5,0800.00%
224ARMADA HOFFLER PPTYS INC04208T108400$5,0160.00%
225FIRST TR EXCH TRD ALPHDX FD33737J117120$4,8790.00%
226SPDR SER TR78464A474155$4,8530.00%
227ISHARES TR46428825750$4,7580.00%
228COHEN & STEERS REIT & PFD &19247X100193$4,7070.00%
229ISHARES TR464288448149$4,6910.00%
230FIRST TR EXCHANGE-TRADED FD33733E30221$4,5800.00%
231ISHARES INC46434G863105$4,5480.00%
232ABBVIE INCABBV42$4,5450.00%
233ISHARES SILVER TRSLV200$4,5400.00%
234ISHARES TR46434V61386$4,5370.00%
235ISHARES TR46428780441$4,4500.00%
236ISHARES INC464286509130$4,4270.00%
237GENERAL MLS INC37033410469$4,2310.00%
238VANGUARD INDEX FDS92290876920$4,1340.00%
239ISHARES TR46429B65580$4,0620.00%
240BARRICK GOLD CORP067901108200$3,9600.00%
241WELLS FARGO & COMPANY 4.75 DP SH 1/1000 PF A S CLBL94988U151155$3,9570.00%
242ISHARES TR46428863865$3,8500.00%
243DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD CLBL25525P305155$3,7760.00%
244BANK OF AMERICA CORPORATION 6NON CUM DEP SHS EACH R CLBL060505229126$3,4270.00%
245ISHARES TR46428887763$3,2110.00%
246WW INTL INC98262P101100$3,1280.00%
247ISHARES TR46435U85370$2,8830.00%
248PIONEER NAT RES CO72378710717$2,7000.00%
249ISHARES TR46432F83438$2,6710.00%
250SPDR SER TR78464A383102$2,6450.00%
251ADAMS DIVERSIFIED EQUITY FD006212104141$2,5750.00%
252ISHARES TR46434V10047$2,4340.00%
253BOOKING HOLDINGS INCBKNG1$2,3300.00%
254ASSURED GUARANTY LTDAGO55$2,3250.00%
255ISHARES TR46428837250$2,2540.00%
256ISHARES TR46428811742$2,1810.00%
257OPENDOOR TECHNOLOGIES INCOPENZ100$2,1190.00%
258ISHARES TR46428745724$2,0700.00%
259VANGUARD INTL EQUITY INDEX F92204285839$2,0300.00%
260CMS ENERGY CORP 5.875JNR SUB NTS 2079 CLBLCMS-PC73$1,9830.00%
261ISHARES TR4642872916$1,8460.00%
262DANAHER CORPORATION2358511028$1,8010.00%
263ISHARES TR46428766325$1,7230.00%
264TAPESTRY INCTPR39$1,6070.00%
265HP INCHPQ50$1,5880.00%
266FIRST TR EXCHANGE-TRADED FD33738D30933$1,5800.00%
267FIRST TR NAS100 EQ WEIGHTED33734410515$1,5490.00%
268SPDR SER TR78468R40854$1,4760.00%
269FIRST TR EXCHANGE TRADED FD33734X85322$1,4510.00%
270ISHARES TR46432F3969$1,4480.00%
271VIATRIS INCVTRS103$1,4390.00%
272EASTMAN CHEM COEMN13$1,4320.00%
273TJX COS INC NEW87254010921$1,3890.00%
274EATON CORP PLCETN10$1,3830.00%
275FIRST TR EXCHANGE-TRADED ALP33737M10220$1,3600.00%
276WATSCO INCWSO-B5$1,3040.00%
277ISHARES TR46428858812$1,3010.00%
278INTERPUBLIC GROUP COS INCINTR44$1,2850.00%
279SPDR SER TR78468R80410$1,2530.00%
280TFS FINL CORP87240R10761$1,2430.00%
281FORD MTR CO DEL345370860100$1,2250.00%
282PACKAGING CORP AMER6951561099$1,2100.00%
283STARBUCKS CORPSBUX11$1,2020.00%
284PRICE T ROWE GROUP INCTROW7$1,2010.00%
285SPDR SER TR78464A29227$1,1730.00%
286MSC INDL DIRECT INC55353010613$1,1720.00%
287FIRST TR NASDAQ 100 TECH IND3373451028$1,1540.00%
288TEGNA INC87901J10561$1,1490.00%
289SMUCKER J M CO8326964059$1,1390.00%
290BRISTOL-MYERS SQUIBB COCELG-RI18$1,1360.00%
291ISHARES TR4642874088$1,1300.00%
292LINDE PLCLIN4$1,1210.00%
293FLOWERS FOODS INCFLO47$1,1190.00%
294DESKTOP METAL INC25058X10575$1,1180.00%
295NVENT ELECTRIC PLCNVT40$1,1160.00%
296INTERNATIONAL GAME TECHNOLOGINTR69$1,1070.00%
297PRINCIPAL FINANCIAL GROUP INPFG18$1,0790.00%
298HUNTINGTON BANCSHARES INCHBANP68$1,0690.00%
299PHILIP MORRIS INTL INC71817210912$1,0650.00%
300STIFEL FINANCIAL CORP 6.25 NON CUM DEP SHS REP CLBL86063070638$1,0370.00%
301FIRST TR MID CAP CORE ALPHAD33735B10811$1,0320.00%
302MACYS INC55616P10462$1,0040.00%
303F N B CORP30252010179$1,0030.00%
304GREAT WESTN NATL BK PORTLAND69526310326$9920.00%
305MOLSON COORS BEVERAGE COTAP-A19$9720.00%
306NRG ENERGY INCNRG25$9430.00%
307FIRST TR EXCHANGE-TRADED FD33738R86030$9360.00%
308WESTERN UN COWU37$9120.00%
309LAS VEGAS SANDS CORPLVS15$9110.00%
310SINCLAIR BROADCAST GROUP INCSBGI31$9070.00%
311HALLIBURTON COHAL42$9010.00%
312OMNICOM GROUP INCOMC12$8900.00%
313MARATHON PETE CORPMARA16$8560.00%
314SCHWAB STRATEGIC TR80852485415$8460.00%
315ISHARES TR46434V73815$8100.00%
316FIRST TR EXCHANGE-TRADED FD33733E2035$8030.00%
317VANGUARD CHARLOTTE FDS92203J40714$8000.00%
318DBX ETF TR23305143216$8000.00%
319VALERO ENERGY CORPVLO11$7880.00%
320ISHARES INC46434G10312$7720.00%
321ISHARES TR46429B36614$7540.00%
322WELLS FARGO UTILITIES AND HI94987E10957$7390.00%
323NANO DIMENSION LTDNNDM75$6440.00%
324NIO INCNIOIF16$6240.00%
325ISHARES TR4642881665$5890.00%
326NVIDIA CORPORATIONNVDA1$5340.00%
327ISHARES TR46435G47418$5260.00%
328CVR ENERGY INCCVI25$4800.00%
329ELECTRAMECCANICA VEHS CORP284849205100$4700.00%
330SNOWFLAKE INCSNOW2$4590.00%
331SALESFORCE COM INCCRM2$4240.00%
332CLOVER HEALTH INVESTMENTS COCLOV50$3780.00%
333FIRST TR EXCH TRADED FD III33739P20210$3440.00%
334GOLD RESOURCE CORPGORO100$2640.00%
335TARSUS PHARMACEUTICALS INCTARS4$1290.00%
336SK3 GROUP INC COM78440L107250,000$1000.00%
337UNITI GROUP INCUNIT8$880.00%