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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 0001398344-23-014479

Total Value
$221.3M
Positions
346
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (346)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ611,381$92.2M41.63%
2FIRST TR EXCHNG TRADED FD VI33740F8051,028,939$55.2M24.93%
3SPDR S&P 500 ETF TRSPY123,468$52.9M23.88%
4INVESCO QQQ TRIVZ21,283$7.5M3.41%
5RAYTHEON TECHNOLOGIES CORPRTX9,637$822,1320.37%
6APPLE INCAAPL5,628$770,8110.35%
7NVIDIA CORPORATIONNVDA751$600,8750.27%
8CARRIER GLOBAL CORPORATIONCARR9,221$448,1410.20%
9MARRIOTT INTL INC NEW5719032022,852$389,3550.18%
10NUCOR CORPNUE3,956$379,4990.17%
11OTIS WORLDWIDE CORPOTIS4,610$376,9600.17%
12ISHARES TR46435G4253,690$363,3540.16%
13STEEL DYNAMICS INCSTLD5,945$354,3220.16%
14NORWEGIAN CRUISE LINE HLDG LNCLH10,027$294,8940.13%
15BOEING COBA-PA1,189$284,8370.13%
16BANK OZKOZKAP6,742$284,2430.13%
17SPROUTS FMRS MKT INC85208M10211,051$274,6170.12%
18BP PLCBPPFF10,394$274,6090.12%
19HOME DEPOT INCHD525$167,4170.08%
20EXXON MOBIL CORPXOM2,547$160,6650.07%
21PROSHARES TR74347X8311,260$154,3500.07%
22FIRST TR EXCHANGE-TRADED FD33739Q2002,997$152,5470.07%
23ISHARES TR4642886462,731$149,6860.07%
24DISNEY WALT CO254687106850$149,4050.07%
25SPDR SER TR78464A3754,063$149,1120.07%
26MICROSOFT CORPMSFT497$134,6370.06%
27SPDR SER TR78464A8542,440$122,8050.06%
28ISHARES TR46434V4072,662$122,6120.06%
29ALPHABET INCGOOG49$119,6480.05%
30UNITED PARCEL SERVICE INCUPS572$118,9590.05%
31WELLS FARGO CO NEW9497461012,389$108,1980.05%
32MCDONALDS CORPMCD442$102,0980.05%
33AMAZON COM INCAMZN29$99,7650.05%
34ISHARES TR46429B2673,672$97,6750.04%
35CHEVRON CORP NEWCVX885$92,7230.04%
36ABBOTT LABSABLZF776$89,9620.04%
37SPDR SER TR78464A3672,645$84,0580.04%
38VISA INCV337$78,7970.04%
39HONEYWELL INTL INC438516106358$78,5270.04%
40PROCTER AND GAMBLE CO742718109574$77,4500.03%
41COMCAST CORP NEWCCZ1,317$75,0950.03%
42FIRST TR VALUE LINE DIVID IN33734H1061,867$74,2510.03%
43L3HARRIS TECHNOLOGIES INCLHX341$73,7070.03%
44ISHARES TR464288885685$73,4870.03%
45VANGUARD SCOTTSDALE FDS92206C870767$72,9190.03%
46WISDOMTREE TRWT1,695$71,3090.03%
47CITIGROUP INCC-PR1,000$70,7500.03%
48DUPONT DE NEMOURS INCDD908$70,2880.03%
49ISHARES TR464287440591$68,2550.03%
50PLUG POWER INCPLUG1,996$68,2430.03%
51ISHARES TR46432F388628$65,9780.03%
52BERKSHIRE HATHAWAY INC DELBRK-A223$61,9760.03%
53BK OF AMERICA CORP0605051041,456$60,0310.03%
54ISHARES TR464287242440$59,1180.03%
55GILEAD SCIENCES INCGILD820$56,4650.03%
56MODERNA INCMRNA240$56,3950.03%
57JOHNSON & JOHNSONJNJ341$56,1760.03%
58PEPSICO INCPEP378$56,0080.03%
59CONOCOPHILLIPSCOP900$54,8100.02%
60SSGA ACTIVE ETF TR78467V8481,111$53,7840.02%
61FIRST TR EXCH TRD ALPHDX FD33737J174855$53,5610.02%
62ISHARES TR464287226464$53,5130.02%
63PNC FINL SVCS GROUP INC693475105279$53,2220.02%
64LATTICE STRATEGIES TR5184161021,730$53,1280.02%
65JPMORGAN CHASE & COVYLD340$52,8840.02%
66ISHARES U S ETF TR46431W5071,045$52,4220.02%
67ANALOG DEVICES INCADI304$52,3370.02%
68DIAGEO PLCDGEAF273$52,3310.02%
69NOVO-NORDISK A SNONOF621$52,0210.02%
70SOUTHEAST WIS PROFESSIONAL BAS REV BDS841531BD755$51,4720.02%
71VIACOMCBS INC92556H2061,138$51,4380.02%
72US BANCORP DELUSB-PS901$51,3300.02%
73ACCENTURE PLC IRELANDACN174$51,2930.02%
74CROWN CASTLE INTL CORP NEWCCI262$51,1160.02%
75GALLAGHER ARTHUR J & CO363576109357$50,0090.02%
76MICROCHIP TECHNOLOGY INC.MCHPP330$49,4140.02%
77DUKE ENERGY CORP NEWDUKB497$49,0640.02%
78FIRST TR EXCHANGE TRAD FD VI33740Y1011,605$48,7920.02%
79ROYAL DUTCH SHELL PLC7802591071,253$48,6540.02%
80ORACLE CORPORCL-PD610$47,4820.02%
81FIRST TR LRG CP VL ALPHADEX33735J101720$47,2680.02%
82AMGEN INCAMGN188$45,8250.02%
83FIRST TR EXCHANGE-TRADED FD33739Q408747$44,7750.02%
84FIRST TRUST LRGCP GWT ALPHAD33735K108405$44,4610.02%
85SPDR SER TR78468R622379$41,6750.02%
86INVESCO EXCH TRADED FD TR IIIVZ1,858$41,1550.02%
87SABINE RTY TR7856881021,000$40,3200.02%
88PINTEREST INCPINS500$39,4750.02%
89ADOBE SYSTEMS INCORPORATEDADBE67$39,2380.02%
90FIRST TR EXCHANGE-TRADED FD33733E104501$37,8510.02%
91ISHARES TR46428720084$36,1130.02%
92SPDR SER TR78464A763286$34,9720.02%
93FIDELITY COVINGTON TRUST316092808296$34,8660.02%
94FACEBOOK INCMETA100$34,7710.02%
95FIRST TR EXCHANGE-TRADED FD33738R506717$34,4450.02%
96PFIZER INCPFE849$33,2470.02%
97BARCLAYS BANK PLC NOTE M/W CLBL VAR06738KMX638$32,7750.01%
98COCA COLA COKO599$32,4120.01%
99FIRST TR EXCHANGE-TRADED FD33738D309660$31,6870.01%
100UNITED AIRLS HLDGS INCUNTCW582$30,4330.01%
101FIRST TR EXCHANGE-TRADED FD33739G103611$29,7980.01%
102ISHARES TR46432F370230$29,7670.01%
103ASANA INCASAN477$29,5880.01%
104PROSHARES TR74347R107244$29,1190.01%
105ISHARES TR464287770154$28,5250.01%
106INVESCO EXCH TRADED FD TR IIIVZ1,031$28,4760.01%
107WALMART INCWMT200$28,2040.01%
108ISHARES TR464287796950$27,6360.01%
109ISHARES INC46434G822383$25,8680.01%
110SONOCO PRODS CO835495102383$25,6230.01%
111NCS MULTISTAGE HLDGS INCNCSM855$25,2480.01%
112EVERGY INCEVRG408$24,6550.01%
113ISHARES TR46428881068$24,5510.01%
114FIRST TR MORNINGSTAR DIVID L336917109736$24,4200.01%
115SALESFORCE COM INCCRM95$23,2060.01%
116TYSON FOODS INCTSN312$23,0130.01%
117MEDTRONIC PLCMDT184$22,8400.01%
118UNITEDHEALTH GROUP INCUNH57$22,8250.01%
119ISHARES INC464286665439$22,7010.01%
120GEORGIA MUN ELEC AUTH PWR REV REV BDS M/W373541X9720$22,3890.01%
121UNILEVER PLCUNLYF382$22,3470.01%
122ARLINGTON TEX HIGHER ED FIN CO REV BDS CLBL041806BN920$22,2360.01%
123SELECT SECTOR SPDR TR81369Y886350$22,1310.01%
124ISHARES TR46432F842295$22,0840.01%
125QUANTUMSCAPE CORPQS735$21,5060.01%
126AMERICAN AIRLS GROUP INC02376R1021,000$21,2100.01%
127KANSAS ST DEV FIN AUTH TAXABLE BDS REV M/W485429Y6520$21,0330.01%
128JEA FLA BULK PWR SUPPLY SYS RE REV BDS M/W472149BF920$20,9990.01%
129ISHARES TR46435G672379$20,8830.01%
130BAYER AG ADR SPONSORED0727303021,355$20,6500.01%
131ALIBABA GROUP HLDG LTDBBAAY91$20,6370.01%
132FIRST TR EXCHANGE TRADED FD33734X101337$20,4630.01%
133COSTCO WHSL CORP NEW22160K10550$19,7840.01%
134CITIGROUP INC NOTE M/W CLBLC-PR15$19,7050.01%
135MERCK & CO INCMRK247$19,2090.01%
136ISHARES TR46428765578$17,8910.01%
137FIRST TR EXCHANGE TRADED FD33734X135389$16,9880.01%
138CELSIUS HLDGS INCCELH220$16,7400.01%
139FIRST TR EXCHANGE TRADED FD33734X150280$16,5170.01%
140FIRST TR EXCH TRD ALPHDX FD33737J182588$16,4490.01%
141SOUTHERN COSOMN270$16,3380.01%
142CUMMINS INCCMI67$16,3350.01%
143SPDR SER TR78464A664382$15,7770.01%
144SAN MARCOS CALIF REDEV AGY SUC TAX ALLOC REF BDS79876CBB315$15,5360.01%
145ADVANCED MICRO DEVICES INCAMD165$15,4980.01%
146FIRST TR EXCHANGE TRADED FD33734X143131$15,3420.01%
147TRIBOROUGH BRDG & TUNL AUTH N REV BDS M/W89602NVD315$15,2100.01%
148FIRST TR EXCHANGE TRADED FD33734X200585$15,1750.01%
149RHODE ISLAND HSG & MTG FIN COR HOMEOWNERSHIP OPPORTUNITY REVRH15$15,1000.01%
150FIRST TR STOXX EUROPEAN SELE33735T1091,043$15,0770.01%
151FIRST TR EXCHANGE TRADED FD33734X184496$14,8450.01%
152FIRST TR EXCHANGE TRADED FD33734X119259$14,7580.01%
153ISHARES SILVER TRSLV600$14,5320.01%
154FIRST TR EXCHANGE TRADED FD33734X168245$14,0850.01%
155GLOBAL X FDS37954Y855189$13,6950.01%
156CISCO SYS INCCSCO258$13,6740.01%
157TESLA INCTSLA20$13,5940.01%
158LOWES COS INC54866110769$13,3840.01%
159DELTA AIR LINES INC DELDAL300$12,9780.01%
160PRUDENTIAL FINL INCPUKPF125$12,8090.01%
161INTEL CORPINTC220$12,3510.01%
162FIRST TR EXCHANGE-TRADED FD33738D101498$12,1810.01%
163METLIFE INCMET-PF200$11,9700.01%
164STATE STR CORPSTT-PG137$11,2720.01%
1653M COMMM56$11,1230.01%
166KOHLS CORPORATION NOTE M/W CLBLKSS10$10,9180.00%
167ISHARES TR46428828196$10,7960.00%
168FIRST TR EXCHANGE-TRADED FD33738R118185$10,6040.00%
169VANGUARD INDEX FDS92290863752$10,4390.00%
170VANGUARD INTL EQUITY INDEX F922042874154$10,3580.00%
171NEW YORK N Y CITY HSG DEV CORP BDS REV64972EFV610$10,2600.00%
172GOLDMAN SACHS GROUP INCGSCE27$10,2470.00%
173BANK NEW YORK MELLON CORP064058100200$10,2460.00%
174CORPUS CHRISTI TEX UTIL SYS RE JR LIEN REV IMPT BDS CLBL220245SM710$10,1990.00%
175VANGUARD INDEX FDS92290873635$10,0380.00%
176PALANTIR TECHNOLOGIES INCPLTR379$9,9900.00%
177ROYAL CARIBBEAN GROUPV7780T103115$9,8070.00%
178COLGATE PALMOLIVE COCL117$9,5180.00%
179MICRON TECHNOLOGY INCMU110$9,3480.00%
180ALTRIA GROUP INCMO195$9,2980.00%
181ENBRIDGE INCENNPF224$8,9690.00%
182VANGUARD TAX-MANAGED INTL FD921943858173$8,9130.00%
183WELLTOWER INCWELL106$8,8090.00%
184NUVEEN MUNICIPAL CREDIT INCNU509$8,7600.00%
185CARNIVAL CORPCUKPF330$8,6990.00%
186BNY MELLON STRATEGIC MUN BD09662E1091,012$8,3290.00%
187ALLIANCEBERNSTEIN NATL MUN I01864U106547$8,3250.00%
188BLACKROCK MUNI INTER DR FD IBLK531$8,3050.00%
189BARRICK GOLD CORP067901108400$8,2720.00%
190NUVEEN AMT FREE QLTY MUN INCNU523$8,2110.00%
191KOHLS CORPKSS145$7,9910.00%
192VANECK VECTORS ETF TR92189F353334$7,9760.00%
193HERCULES CAPITAL INCHCXY464$7,9160.00%
194SANOFISNYNF145$7,6360.00%
195FIRST TR EXCHANGE-TRADED FD33739Q705142$7,5740.00%
196FIRST TR EXCHANGE-TRADED FD33738D408154$7,4710.00%
197INTERNATIONAL BUSINESS MACHSINTR50$7,3300.00%
198AT&T INCT-PC251$7,2240.00%
199SIXTH STREET SPECIALTY LENDNTSLX320$7,1010.00%
200KIMBERLY-CLARK CORPKMB53$7,0900.00%
201ARES CAPITAL CORPARCC361$7,0720.00%
202ISHARES INC464286285151$6,9040.00%
203MAIN STR CAP CORP56035L104168$6,9030.00%
204T-MOBILE US INCTMUSZ47$6,8070.00%
205PENNANTPARK FLOATING RATE CAPFLT534$6,7920.00%
206DOMINION ENERGY INCD91$6,6950.00%
207GLAXOSMITHKLINE PLCGLAXF168$6,6900.00%
208ISHARES TR46432F33950$6,6440.00%
209ISHARES TR46428787962$6,5370.00%
210ISHARES TR46428770559$6,2150.00%
211FIRST TR LRGE CP CORE ALPHA33734K10971$6,0970.00%
212FIRST TR EXCH TRD ALPHDX FD33737J117141$6,0180.00%
213ISHARES TR46428788744$5,8360.00%
214WABTEC92974010870$5,7610.00%
215CVS HEALTH CORPCVS69$5,7570.00%
216HCA INC NOTE M/W CLBL404119BU25$5,6530.00%
217NATIONAL FUEL GAS CO NOTE M/W CLBLNFG5$5,6440.00%
218SEAGATE HDD CAYMAN NOTE M/W CLBLSE5$5,5130.00%
219GOLUB CAP BDC INC38173M102357$5,5050.00%
220SUNOCO LOGISTICS PARTNERS OPER NOTE M/W CLBLSUN5$5,5040.00%
221SPDR S&P MIDCAP 400 ETF TRMDY11$5,4010.00%
222ARES CAPITAL CORP NOTE M/W CLBLARCC5$5,3920.00%
223ISHARES TR46429B69773$5,3740.00%
224QVC INC NOTE M/W CLBLQVCC5$5,3400.00%
225REALTY INCOME CORPO80$5,3390.00%
226TRINITY INDUSTRIES INC NOTE M/W CLBLTRN5$5,3260.00%
227HASBRO INCHAS56$5,2930.00%
228COHEN & STEERS REIT & PFD &19247X100193$5,2530.00%
229YUM BRANDS INC NOTE M/W CLBLYUM5$5,2500.00%
230ALBEMARLE CORPALB-PA31$5,2220.00%
231EQM MIDSTREAM PARTNERS LP NOTE M/W CLBL26885BAA85$5,1380.00%
232ISHARES TR46428825750$5,0600.00%
233AVANGRID INC05351W10397$4,9890.00%
234VERIZON COMMUNICATIONS INCVZ89$4,9870.00%
235FIRST TR EXCHANGE-TRADED FD33733E30220$4,8970.00%
236SPDR SER TR78464A474155$4,8520.00%
237ISHARES INC464286509130$4,8450.00%
238ISHARES INC46434G863105$4,7410.00%
239ABBVIE INCABBV42$4,7310.00%
240FIRST TR EXCHANGE-TRADED FD33736G106218$4,6890.00%
241DOMINOS PIZZA INCDPZ10$4,6650.00%
242ISHARES TR46428780441$4,6320.00%
243SELECT SECTOR SPDR TR81369Y10056$4,6090.00%
244ISHARES TR46434V61386$4,6000.00%
245VANGUARD INDEX FDS92290876920$4,4560.00%
246GENERAL MLS INC37033410469$4,2040.00%
247TELEPHONE & DATA SYSTEMS INC 5.875 PRF USD25879433795155$4,0800.00%
248ISHARES TR46429B65580$4,0660.00%
249WELLS FARGO & COMPANY 4.75 DP SH 1/1000 PF A S CLBL94988U151155$4,0530.00%
250ISHARES TR46428750715$4,0310.00%
251ISHARES TR46428863865$3,9340.00%
252TRILLIUM THERAPEUTICS INC89620X506400$3,8800.00%
253DIVERSIFIED HEALTHCARE TRUST 6.25 SR NT 01/02/46 USD CLBL25525P305155$3,8440.00%
254WW INTL INC98262P101100$3,6140.00%
255BANK OF AMERICA CORPORATION 6 NON CUM DEP SHS EACH R CLBL060505229126$3,4500.00%
256ISHARES TR46428887763$3,2610.00%
257FREEPORT-MCMORAN INCFCX84$3,1170.00%
258ISHARES TR46435U85370$2,9200.00%
259ADAMS DIVERSIFIED EQUITY FD006212104141$2,7880.00%
260PIONEER NAT RES CO72378710717$2,7630.00%
261ARMADA HOFFLER PPTYS INC04208T108200$2,6580.00%
262SPDR SER TR78464A383102$2,6380.00%
263ASSURED GUARANTY LTDAGO55$2,6110.00%
264ISHARES TR46434V10047$2,4360.00%
265BOOKING HOLDINGS INCBKNG1$2,1880.00%
266DANAHER CORPORATION2358511028$2,1470.00%
267VANGUARD INTL EQUITY INDEX F92204285839$2,1180.00%
268ISHARES TR4642872916$2,0250.00%
269CMS ENERGY CORP 5.875 JNR SUB NTS 2079CMS-PC73$2,0240.00%
270U M H PROPERTIES INC 6.75 CUM RED PFD SER C90300240077$2,0170.00%
271UNIVERSAL DISPLAY CORPOLED9$2,0010.00%
272ISHARES TR46428766325$1,7990.00%
273COINBASE GLOBAL INCCOIN7$1,7730.00%
274TAPESTRY INCTPR39$1,6960.00%
275MAXIM INTEGRATED PRODS INC57772K10116$1,6860.00%
276FIRST TR NAS100 EQ WEIGHTED33734410515$1,6830.00%
277INTERNATIONAL GAME TECHNOLOGINTR69$1,6530.00%
278FIRST TR EXCHANGE TRADED FD33734X85323$1,5730.00%
279ISHARES TR46432F3969$1,5610.00%
280EASTMAN CHEM COEMN13$1,5180.00%
281HP INCHPQ50$1,5100.00%
282FIRST TR EXCHANGE-TRADED ALP33737M10220$1,5070.00%
283SEAGATE TECHNOLOGY HLDNGS PLSE17$1,4950.00%
284FORD MTR CO DEL345370860100$1,4860.00%
285EATON CORP PLCETN10$1,4820.00%
286VIATRIS INCVTRS103$1,4720.00%
287ROBLOX CORPRBLX16$1,4400.00%
288WATSCO INCWSO-B5$1,4330.00%
289INTERPUBLIC GROUP COS INCINTR44$1,4300.00%
290TJX COS INC NEW87254010921$1,4160.00%
291PRICE T ROWE GROUP INCTROW7$1,3860.00%
292SPDR SER TR78468R80410$1,3310.00%
293ISHARES TR46428858812$1,2990.00%
294FIRST TR NASDAQ 100 TECH IND3373451028$1,2720.00%
295NVENT ELECTRIC PLCNVT40$1,2500.00%
296TFS FINL CORP87240R10761$1,2380.00%
297STARBUCKS CORPSBUX11$1,2300.00%
298PACKAGING CORP AMER6951561099$1,2190.00%
299BRISTOL-MYERS SQUIBB COCELG-RI18$1,2030.00%
300SPDR SER TR78464A29227$1,1940.00%
301PHILIP MORRIS INTL INC71817210912$1,1890.00%
302ISHARES TR46428715012$1,1850.00%
303ISHARES TR4642874088$1,1810.00%
304MACYS INC55616P10462$1,1760.00%
305SMUCKER J M CO8326964059$1,1660.00%
306MSC INDL DIRECT INC55353010613$1,1660.00%
307LINDE PLCLIN4$1,1560.00%
308TEGNA INC87901J10561$1,1440.00%
309FLOWERS FOODS INCFLO47$1,1370.00%
310PRINCIPAL FINANCIAL GROUP INPFG18$1,1370.00%
311FIRST TR MID CAP CORE ALPHAD33735B10811$1,1010.00%
312PACWEST BANCORP DEL69526310326$1,0700.00%
313PEOPLES UNITED FINANCIAL INC71270410561$1,0460.00%
314STIFEL FINANCIAL CORP 6.25 NON CUM DEP SHS REP86063070638$1,0410.00%
315SINCLAIR BROADCAST GROUP INCSBGI31$1,0300.00%
316MOLSON COORS BEVERAGE COTAP-A19$1,0200.00%
317NRG ENERGY INCNRG25$1,0080.00%
318F N B CORP30252010179$9740.00%
319HALLIBURTON COHAL42$9710.00%
320HUNTINGTON BANCSHARES INCHBANP68$9700.00%
321MARATHON PETE CORPMARA16$9670.00%
322OMNICOM GROUP INCOMC12$9600.00%
323ISHARES TR46434V73815$8590.00%
324VALERO ENERGY CORPVLO11$8590.00%
325SCHWAB STRATEGIC TR80852485415$8530.00%
326NIO INCNIOIF16$8510.00%
327WESTERN UN COWU37$8500.00%
328WELLS FARGO UTILITIES AND HI94987E10957$8200.00%
329DBX ETF TR23305143220$8060.00%
330VANGUARD CHARLOTTE FDS92203J40714$7990.00%
331LAS VEGAS SANDS CORPLVS15$7900.00%
332FIRST TR EXCHANGE-TRADED FD33738R86025$7760.00%
333ISHARES TR46429B36614$7610.00%
334ISHARES INC46434G10311$7370.00%
335ORGANON & COOGN24$7260.00%
336ISHARES TR4642881665$5920.00%
337ISHARES TR46435G47418$5390.00%
338FIRST TR EXCHANGE-TRADED FD33733E2033$5180.00%
339CVR ENERGY INCCVI25$4490.00%
340ELECTRAMECCANICA VEHS CORP284849205100$4270.00%
341FIRST TR EXCH TRADED FD III33739P20210$3480.00%
342GOLD RESOURCE CORPGORO100$2580.00%
343TARSUS PHARMACEUTICALS INCTARS4$1160.00%
344SK3 GROUP INC COM78440L107250,000$500.00%
345DELEK US HLDGS INC NEWDK2$430.00%
346MATCHAAH HOLDINGS INC COM57667H106100$80.00%