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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 Q4 2023 · Filed December 4, 2023 · Accession 0001398344-23-022120

Total Value
$374.5M
Positions
1,408
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q4081,367,486$81.3M21.96%
2INVESCO EXCHANGE TRADED FD TIVZ377,435$53.5M14.45%
3SPDR S&P 500 ETF TRSPY110,929$47.4M12.81%
4ISHARES TR464288679196,018$21.7M5.85%
5INVESCO QQQ TRIVZ49,192$17.6M4.76%
6SELECT SECTOR SPDR TR81369Y852127,779$8.4M2.26%
7SELECT SECTOR SPDR TR81369Y40750,965$8.2M2.22%
8SELECT SECTOR SPDR TR81369Y70480,655$8.2M2.21%
9SELECT SECTOR SPDR TR81369Y80349,514$8.1M2.19%
10SCHWAB VALUE ADVANTAGE M8085156965,451,273$5.5M1.47%
11US TREASURY BILL23UNTCW5,427,000$5.4M1.47%
12US TREASURY BILL23UNTCW4,439,000$4.4M1.19%
13US TREASURY BILL23912797HM24,002,000$4.0M1.07%
14NVIDIA CORPORATIONNVDA8,791$3.8M1.03%
15SCHWAB VALUE ADVANTAGE M8085156053,031,376$3.0M0.82%
16APPLE INCAAPL16,335$2.8M0.76%
17SCHWAB MUNICIPAL MONEY U8085157532,055,064$2.1M0.56%
18ISHARES TR46428861219,225$1.9M0.53%
19US TREASUR NT 1.5 02/24UNTCW1,656,000$1.6M0.44%
20US TREASURY BILL23UNTCW1,584,000$1.6M0.43%
21RTX CORPORATIONRTX21,228$1.5M0.41%
22US TREASURY BILL23912796ZN21,493,000$1.5M0.40%
23AMPHASTAR PHARMACEUTICALS INAMPH28,950$1.3M0.36%
24PROSHARES TR74347X83135,577$1.3M0.34%
25MICROSOFT CORPMSFT3,905$1.2M0.33%
26US TREASURY BILL23912797HW01,201,000$1.2M0.32%
27WESTERN ASSET CORE PLUS957663503132,449$1.1M0.29%
28US TREASURY BILL23UNTCW945,000$944,5820.26%
29PROCTER AND GAMBLE CO7427181095,978$872,0010.24%
30J P MORGAN EXCHANGE TRADED F46641Q33216,220$868,7430.23%
31US TREASURY BILL23912797HN0841,000$833,0530.23%
32JOHNSON & JOHNSONJNJ5,184$807,3630.22%
33US TREASURY BILL23UNTCW804,000$795,3430.21%
34J P MORGAN EXCHANGE TRADED F46654Q20316,588$778,4750.21%
35MCDONALDS CORPMCD2,866$755,0190.20%
36SCHWAB US TREASURY MONEY808515548743,835$743,8350.20%
37COCA COLA COKO13,093$732,9420.20%
38PEPSICO INCPEP4,208$713,0040.19%
39WELLS FARGO BANK, 4.9 23949764AP9650,000$649,8700.18%
40VANGUARD INDEX FDS9229087693,051$648,0630.18%
41PFIZER INCPFE19,070$632,5550.17%
42ELI LILLY & COLLY1,170$628,4420.17%
43PROSHARES TR74347X86415,038$619,1140.17%
44DUKE ENERGY CORP NEWDUKB6,921$610,8470.17%
45SOUTHERN COSOMN9,234$597,6240.16%
46MARRIOTT INTL INC NEW5719032022,888$567,6650.15%
47CARDINAL HEALTH INCCAH6,477$562,3330.15%
48KEURIG DR PEPPER INCKDP17,684$558,2840.15%
49REPUBLIC SVCS INC7607591003,875$552,2260.15%
50TIDAL ETF TR II88634T70940,201$549,9500.15%
51HORMEL FOODS CORPHRL14,434$548,9250.15%
52MONDELEZ INTL INC6092071057,909$548,8850.15%
53WASTE MGMT INC DEL94106L1093,557$542,2570.15%
54NESTLE S A F6410694064,777$540,6130.15%
55US TREASURY BILL23UNTCW542,000$539,1360.15%
56ALLIANT ENERGY CORPLNT11,105$538,0450.15%
57HOME DEPOT INCHD1,741$526,0610.14%
58TIDAL ETF TR II88634T82426,711$524,3370.14%
59KIMBERLY-CLARK CORPKMB4,313$521,2260.14%
60SYSCO CORPSYY7,862$519,2850.14%
61US TREASURY BILL24912797GP6530,000$518,2740.14%
62WISDOMTREE TRWT10,147$510,5970.14%
63CARRIER GLOBAL CORPORATIONCARR9,219$508,8890.14%
64US TREASURY BILL23UNTCW507,000$505,3640.14%
65FIRST TR VALUE LINE DIVID IN33734H10613,377$500,1660.14%
66META PLATFORMS INCMETA1,651$495,6470.13%
67LOCKHEED MARTIN CORPLMT1,200$490,7520.13%
68LORD ABBETT SHORT DURATI543916688123,777$470,3540.13%
69CLOROX CO DELCLX3,580$469,2400.13%
70ISHARES TR4642872001,082$464,6430.13%
71BLACKSTONE REAL ESTATEBX30,977$461,3690.12%
72FIRST TR MORNINGSTAR DIVID L33691710913,490$451,1060.12%
73AMAZON COM INCAMZN3,472$441,3610.12%
74STARBUCKS CORPSBUX4,827$440,5950.12%
75US TREASURY BILL23UNTCW440,000$439,0310.12%
76AMDOCS LTDDOX5,130$433,4340.12%
77MORGAN STANLEY BA 4.9 24MS-PQ420,000$418,9190.11%
78T. ROWE PRICE DIVIDEND G7795461006,368$417,0400.11%
79EXXON MOBIL CORPXOM3,411$401,0650.11%
80NUVEEN LA MUNICIPAL BONDNU38,584$385,8420.10%
81ISHARES S&P 500 INDEX IN066923558754$379,0790.10%
82US BANK NTNL ASSO 5.2 2490354KCS5376,000$375,4510.10%
83FRANKLIN INCOME A353496490163,140$357,2780.10%
84KEARNY BANK 5.3 23BEKE348,000$348,0050.09%
85SELECT SECTOR SPDR TR81369Y5063,836$346,7360.09%
86PIMCO INCOME INSTL72201F49033,393$340,2790.09%
87CHEVRON CORP NEWCVX2,000$337,2440.09%
88OTIS WORLDWIDE CORPOTIS4,190$336,4990.09%
89FIRST TR EXCHNG TRADED FD VI33740F8057,962$334,8420.09%
90VANGUARD US GROWTH ADMIR9219106002,561$326,6150.09%
91ABBVIE INCABBV2,148$320,2100.09%
92GILEAD SCIENCES INCGILD4,256$318,9450.09%
93VANECK ETF TRUST92189F48612,600$318,6540.09%
94JPMORGAN CHASE & COVYLD2,161$313,3880.08%
95ALPHABET INCGOOG2,392$313,0170.08%
96US TREASURY BILL23UNTCW307,000$306,5500.08%
97ISHARES TR4642875071,229$306,4510.08%
98DIAMOND HILL SHORT DUR S25264S54431,932$304,9540.08%
99SEMPRASREA4,429$301,3050.08%
100BANK OF AMERICA, 5.2 2306051V2H8295,000$294,9310.08%
101COMCAST CORP NEWCCZ6,490$287,7670.08%
102VANGUARD LONG-TERM INVES92203177839,280$285,9610.08%
103LIGHTSTONE VALUE PLUS RE53227M10719,345$285,3370.08%
104SHELL PLCRYDAF4,326$278,5080.08%
105NOVO-NORDISK A SNONOF3,057$278,0040.08%
106WELLS FARGO CO NEW9497461016,727$274,8770.07%
107VANGUARD DIVIDEND APPREC9219088286,307$265,9110.07%
108PIMCO CA MUNI INTERM VAL72202G33127,335$264,8720.07%
109AMERICAN FUNDS NEW PERSP6480181094,896$259,1280.07%
110HONEYWELL INTL INC4385161061,381$255,1260.07%
111DUPONT DE NEMOURS INCDD3,412$254,5010.07%
112US TREASUR NT 2.5 01/24UNTCW256,000$253,5200.07%
113COMERICA BANK 4.9 23200339FH7250,000$249,9470.07%
114UNITED PARCEL SERVICE INCUPS1,592$248,1620.07%
115VANGUARD 500 INDEX ADMIR922908710618$244,4920.07%
116EASTERN BANK 5.25 23EML244,000$243,9980.07%
117BANK OF AMERICA, 5.2 2306051VY42243,000$242,9770.07%
118SOFI BANK, NTNL A 5.3 2383407DAW6241,000$240,9510.07%
119US TREASU NT 0.125 02/24UNTCW242,000$237,3110.06%
120TESLA INCTSLA936$234,2060.06%
121SERVICE PPTYS TR81761L10229,875$229,7390.06%
122VANGUARD WHITEHALL FDS9219464062,220$229,3700.06%
123RIDGEWOOD ENERGY Z FUND0031490613,319$228,8970.06%
124US TREASURY BILL23912797HL4229,000$227,3100.06%
125ABBOTT LABSABLZF2,323$224,9830.06%
126US TREASUR NT 0.25 11/23UNTCW226,000$224,6230.06%
127FIRST TR EXCHANGE-TRADED FD33738R1183,957$221,9480.06%
128US TREASU NT 2.875 06/2591282CEU1230,000$221,3750.06%
129LI AUTO INCLAAOF6,099$217,4290.06%
130AMERICAN FUNDS INVMT CO4613081084,626$213,5270.06%
131VANGUARD GROWTH & INCOME9219131093,976$212,8920.06%
132MORGAN STANLEY B 5.15 24MS-PQ213,000$212,5340.06%
133L3HARRIS TECHNOLOGIES INCLHX1,208$210,3370.06%
134VANGUARD TOTAL BOND MARK92193760322,371$205,3620.06%
135CITIZENS BANK, NT 4.9 23CIA200,000$199,9710.05%
136US TREASU NT 4.125 01/2591282CGG0199,000$195,8910.05%
137MARKEL GROUP INCMKL133$195,8410.05%
138FIRST TR EXCHANGE-TRADED FD33738R5064,245$195,0580.05%
139VERIZON COMMUNICATIONS INCVZ5,963$193,2610.05%
140BERKSHIRE HATHAWAY INC DELBRK-A549$192,3150.05%
141MIDFIRST BANK 5.25 2359740JU31192,000$191,9670.05%
142AMERICAN FUNDS GROWTH FU3998741063,220$191,2750.05%
143BANK OF AMERICA, 5.35 2406051V2R6190,000$189,9650.05%
144WELLS FARGO BANK 5.35 24949764FM1190,000$189,8590.05%
145DIREXION SHS ETF TR25459W1024,367$188,1740.05%
146CONOCOPHILLIPSCOP1,539$184,3720.05%
147AMERICAN FUNDS CAPITAL W1405431093,311$182,0200.05%
148GALLAGHER ARTHUR J & CO363576109790$180,0650.05%
149AMGEN INCAMGN669$179,8000.05%
150FIRST TR EXCHANGE-TRADED FD33738R68812,093$177,6460.05%
151INTERNATIONAL BUSINESS MACHSINTR1,259$176,6380.05%
152VISA INCV760$174,8080.05%
153FIRST TR EXCHANGE-TRADED FD33739Q7053,534$174,4380.05%
154ACCENTURE PLC IRELANDACN563$172,9030.05%
155VANGUARD DIVIDEND GROWTH9219086044,976$170,2670.05%
156AMERICAN FUNDS 2030 TRGT02630T71211,146$168,5310.05%
157ANALOG DEVICES INCADI955$167,2110.05%
158ALPHABET INCGOOG1,253$165,2080.04%
159MICROCHIP TECHNOLOGY INC.MCHPP2,104$164,2170.04%
160BANK AMERICA CORP0605051045,861$160,4740.04%
161FORD MTR CO DEL34537086012,914$160,3950.04%
162VIPSHOP HLDGS LTDVIPS9,506$152,1910.04%
163FIRST FEDERAL BA 5.25 2332022WCQ7151,000$150,9970.04%
164CHUBB LIMITEDCB724$150,7220.04%
165FIRSTBANK 5.3 2333768TAL3150,000$150,0010.04%
166SANTANDER BANK N 5.25 2380280JWE7150,000$149,9570.04%
167COSTCO WHSL CORP NEW22160K105259$146,0420.04%
168US BANCORP DELUSB-PS4,392$145,2000.04%
169ARMOUR RESIDENTIAL REIT INCARR-PC34,156$145,1640.04%
170GOLDMAN SACHS BA 4.85 23NVGLF145,000$144,9610.04%
171FIRST TR EXCHANGE-TRADED FD33738D1015,434$143,5660.04%
172AMERICAN FUNDS GROWTH FU3998748252,417$143,3290.04%
173PNC FINL SVCS GROUP INC6934751051,161$142,5360.04%
174NORTHROP GRUMMAN CORPNOC315$138,6600.04%
175DIAGEO PLCDGEAF918$136,9470.04%
176THIRD FEDERAL SAV 5.2 2388413QEA2135,000$134,9690.04%
177LORD ABBETT DIVIDEND GRO5439138187,505$134,8610.04%
178GREEN BRICK PARTNERS INCGRBK-PA3,223$133,7870.04%
179US TREASURY BILL23UNTCW134,000$133,1140.04%
180US TREASURY BILL23UNTCW131,000$130,8460.04%
181VANGUARD INDEX FDS922908736479$130,4360.04%
182PIMCO INVESTMENT GRADE C72200581615,432$129,9350.04%
183DISNEY WALT CO2546871061,596$129,3560.03%
184ARISTA NETWORKS INCANET686$126,1760.03%
185ASSOCIATED BANK, 5.45 24045491QB6126,000$126,0310.03%
186VANGUARD INTERM-TERM INV92203181015,371$124,6580.03%
187GOLDMAN SACHS BA 4.75 24NVGLF125,000$124,4920.03%
188CVR PARTNERS LPUAN1,490$123,0890.03%
189VANGUARD SPECIALIZED FUNDS921908844786$122,1290.03%
190VANGUARD INDEX FDS922908363303$118,9880.03%
191TECNOGLASS INCTGLS3,572$117,7330.03%
192T. ROWE PRICE BLUE CHIP77954Q106867$117,6700.03%
193SELECT SECTOR SPDR TR81369Y209893$114,9650.03%
194CROWN CASTLE INCCCI1,248$114,8530.03%
195MORGAN STANLEY B 5.25 24MS-PQ115,000$114,8150.03%
196WELLS FARGO BANK, 5.1 24949764CA0115,000$114,7280.03%
197FIDELITY INTERM MUNI INC31638R20411,791$114,0160.03%
198SCHWAB STRATEGIC TR8085246072,746$113,7390.03%
199ASURE SOFTWARE INCASUR12,000$113,5200.03%
200VANGUARD SHORT-TERM INVE92203183611,285$112,0630.03%
201AMERICAN FUNDS FUNDAMENT3608021021,693$111,3310.03%
202UNITED AIRLS HLDGS INCUNTCW2,607$110,2760.03%
203MERCHANTS BANK O 5.15 23588493QE9110,000$109,9690.03%
204DFA US CORE EQUITY 2 I2332033973,708$108,6910.03%
205TOUCHSTONE LARGE CAP FOC89154Q2991,954$105,8750.03%
206NORTHPOINTE BANK 5.25 23666613LW2105,000$104,9990.03%
207DODGE & COX INCOME I2562101058,799$104,5310.03%
208SILA REALTY TRUST INC CLSILA12,813$104,1660.03%
209AMERICAN FUNDS CAPITAL W1405434061,889$103,5860.03%
210US TREASURY BILL23912796ZD4102,000$101,1060.03%
211BANK OF AMERICA, 5.4 2306051V3H7100,000$100,0170.03%
212APPLE BANK FOR SA 5.3 24AAPL100,000$99,9700.03%
213US BANK NA 5.25 2390354KCB2100,000$99,9330.03%
214US BANK NA 5.15 2390354KBX5100,000$99,9260.03%
215SIGNATURE BANK 4.55 2382669GFW9100,000$99,7640.03%
216US BANK NA 5.15 2490354KBZ0100,000$99,4370.03%
217ENERGY FUELS INCUUUU11,284$99,1860.03%
218WALMART INCWMT617$98,6770.03%
219MAIN STR CAP CORP56035L1042,420$98,3290.03%
220DELTA AIR LINES INC DELDAL2,654$98,1980.03%
221SUPER MICRO COMPUTER INCSMCI350$95,9770.03%
222WELLS FARGO BANK, 5.3 24949764EK695,000$94,8840.03%
223US TREASUR NT 3.25 08/2491282CFG196,000$94,0800.03%
224CITY NATL BK FLA 5.25 23CHCO94,000$93,9980.03%
225AMERICAN FUNDS SMALLCAP8316811011,592$93,7660.03%
226BCE INCBCPPF2,413$92,1770.02%
227VANGUARD TARGET RETIREME92202E8882,769$92,0150.02%
228VANGUARD WINDSOR II ADMI9220183041,283$91,2090.02%
229VANGUARD INDEX FDS922908629437$91,0010.02%
230WORKDAY INCWDAY423$90,8820.02%
231NORTHWESTERN CORPNWE1,875$90,1130.02%
232ETFIS SER TR I26923G7722,549$89,0880.02%
233FIRST TR STOXX EUROPEAN SELE33735T1098,177$89,0510.02%
234GENERAL MLS INC3703341041,391$89,0100.02%
235VERITEX COMMUNIT 5.25 23923450FV789,000$88,9930.02%
236ISHARES TR46434V6211,788$88,5600.02%
237VANGUARD TOTAL STOCK MKT922908728830$85,8510.02%
238MERCK & CO INCMRK824$84,8310.02%
239BOEING COBA-PA439$84,1480.02%
240ISHARES TR46432F8341,402$84,1060.02%
241PIMCO ETF TR72201R8821,155$84,0030.02%
242ORACLE CORPORCL-PD790$83,6770.02%
243US TREASU NT 2.125 11/23UNTCW84,000$83,5540.02%
244AMERICAN FUNDS CAPITAL W1405433071,524$82,8340.02%
245ETFIS SER TR I26923G4004,710$81,8090.02%
246BLUE BIRD CORPBLBD3,792$80,9590.02%
247FRONTLINE PLCFRO4,301$80,7730.02%
248SOFI TECHNOLOGIES INCSOFI10,058$80,3630.02%
249SOUTHERN COPPER CORPSCCO1,057$79,5820.02%
250PRIMECAP ODYSSEY AGGRESS74160Q2021,935$79,5280.02%
251FIRST TR LRG CP VL ALPHADEX33735J1011,219$78,9670.02%
252AEHR TEST SYSAEHR1,713$78,2840.02%
253PATIENT OPPORTUNITY I89832R5032,756$78,2350.02%
254DIREXION SHS ETF TR25459W4584,133$77,9900.02%
255AMERICAN FUNDS AMERICAN0240718212,591$76,4910.02%
256AT&T INCT-PC5,061$76,0160.02%
257VANGUARD LIFESTRATEGY GR9219095031,982$75,9750.02%
258OPERA LTDOPRA6,700$75,5090.02%
259SCHWAB STRATEGIC TR8085243001,038$75,4830.02%
260ISHARES TR46435G425794$74,5650.02%
261AMERICAN FUNDS NEW WORLD6492801041,040$73,4820.02%
262DEERE & CODE194$73,2120.02%
263ISHARES TR46434V4071,751$71,8440.02%
264FIRST TR EXCHANGE-TRADED FD33733E104952$70,0960.02%
265SPDR DOW JONES INDL AVERAGE78467X109209$70,0050.02%
266SANTANDER BANK N. 4.4 2380280JUX770,000$69,9260.02%
267US TREASURY BILL24912796ZY871,000$69,7910.02%
268AMERICAN FUNDS AMERICAN0240714092,357$69,5740.02%
269LOWES COS INC548661107334$69,4260.02%
270TELLURIAN INC NEW87968A10458,880$68,3010.02%
271EVERGY INCEVRG1,339$67,8870.02%
272BANK OF AMERICA, 5.25 2306051VV5267,000$66,9790.02%
273BEAL BANK USA 4.55 2407371DNR467,000$66,8210.02%
274EASTMAN CHEM COEMN870$66,7460.02%
275US BANK NTNL ASS 5.25 2490354KCH967,000$66,6490.02%
276SABINE RTY TR7856881021,000$65,7500.02%
277US TREASU NT 0.375 10/23UNTCW66,000$65,7420.02%
278OKTA INCOKTA800$65,2080.02%
279WELLS FARGO BANK, 5.1 24949764CB865,000$64,9150.02%
280SCHWAB STRATEGIC TR808524797892$63,1180.02%
281INVESCO EXCHANGE TRADED FD TIVZ819$62,8340.02%
282US TREASUR NT 3 06/24UNTCW64,000$62,8300.02%
283VANGUARD HIGH DIVIDEND Y9219467861,999$62,2840.02%
284AMERICAN FUNDS EUROPACIF29875E1001,211$62,0160.02%
285GOLDMAN SACHS BANK 5 23NVGLF62,000$61,9970.02%
286CUBESMARTCUBE1,620$61,7710.02%
287T. ROWE PRICE COMM & TEC741454102545$61,4130.02%
288YUM BRANDS INCYUM482$60,2210.02%
289STONECO LTDSTNE5,632$60,0930.02%
290PERMIAN RESOURCES CORPPR4,298$60,0000.02%
291CITIZENS BANK, NT 4.7 24CIA60,000$59,8170.02%
292SPDR SER TR78464A763520$59,8050.02%
293RESOURCES CONNECTION INCRGP4,000$59,6400.02%
294BOFA FIN LLC VAR 2709709UV8860,000$59,5200.02%
295CITIGROUP INC. 0.0106 24C-PR60,000$59,5020.02%
296JANUS HENDERSON RESEARCH471023853997$59,3650.02%
297BEL FUSE INCBELFB1,226$58,5050.02%
298VANGUARD WORLD FDS92204A702140$58,0860.02%
299EATON VANCE SHORT DURATIETN9,037$58,0160.02%
300FIRST TR EXCHANGE-TRADED FD33739Q2001,217$57,5100.02%
301FIRST TR EXCHANGE-TRADED FD33733E302360$57,4600.02%
302ENTERPRISE PRODS PARTNERS L2937921072,086$57,0940.02%
303AMERICAN FUNDS AMERICAN0240711021,932$57,0650.02%
304PUBLIC SVC ENTERPRISE GRP IN7445731061,000$56,9100.02%
305VANGUARD INTL EQUITY INDEX F9220428581,445$56,6580.02%
306DUOS TECHNOLOGIES GROUP INCDUOT10,929$56,1110.02%
307ALTRIA GROUP INCMO1,320$55,5060.01%
308ISHARES TR464288885635$54,8010.01%
309FIRST TRUST LRGCP GWT ALPHAD33735K108562$54,3790.01%
310GLOBAL X FDS37954Y855980$54,0670.01%
311HARDING LOEVNER INTERNAT4122951072,249$54,0430.01%
312ISHARES TR46432F339410$54,0340.01%
313KENNEBEC SAVINGS 5.25 23BEKE54,000$53,9960.01%
314VANGUARD SCOTTSDALE FDS92206C870707$53,7180.01%
315AMERICAN FUNDS INCOME FU4533208222,457$53,7130.01%
316FIRST TR EXCH TRD ALPHDX FD33737J1741,069$53,7070.01%
317US TREASUR NT 2.25 12/23UNTCW54,000$53,5780.01%
318BROADCOM INCAVGO64$53,1570.01%
319ISHARES TR464287440573$52,4810.01%
320AMERICAN FUNDS EUROPACIF2987061021,001$51,3050.01%
321BLACK HILLS CORPBKH1,000$50,5900.01%
322T. ROWE PRICE LRG CP GR45775L408861$50,5880.01%
323BOFA FIN LLC VAR 3209709T6N650,000$50,2420.01%
324EVERSOURCE ENERGYES862$50,1250.01%
325VALLEY NTNL BANK 5.5 24919853KE050,000$50,0250.01%
326PARK NTNL BANK 5.45 24700654BA350,000$49,9980.01%
327THIRD FEDERAL SA 5.25 2388413QDY150,000$49,9950.01%
328MORGAN STANLEY PV 5.4 24MS-PQ50,000$49,9880.01%
329NEWFIELD NTNL BAN 5.3 23651295AS650,000$49,9870.01%
330DISCOVER BANK 4.1 23254673V7850,000$49,9790.01%
331CARNIVAL CORPCUKPF3,623$49,7080.01%
332US TREASU NT 0.875 01/24UNTCW50,000$49,2580.01%
333T. ROWE PRICE TAX-FREE H7414861044,828$49,2440.01%
334CYBERARK SOFTWARE LTDM2682V108300$49,1310.01%
335ATLAS ENERGY SOLUTIONS INCAESI2,208$49,0840.01%
336SPDR GOLD TRGLD285$48,8630.01%
337SCHWAB STRATEGIC TR808524201954$48,2720.01%
338MORGAN STANLEY FIN 0 27MS-PQ50,000$48,1180.01%
339ALLEGRO MICROSYSTEMS INCALGM1,500$47,9100.01%
340INVESCO CORE PLUS BOND AIVZ5,469$47,6890.01%
341ISHARES TR464288646952$47,4380.01%
342ISHARES U S ETF TR46431W507945$47,1460.01%
343MFS UTILITIES A5529863092,387$47,0490.01%
344IRIS ENERGY LTDIREN12,620$46,8200.01%
345UNITEDHEALTH GROUP INCUNH91$45,8810.01%
346FRANKLIN FEDERAL INTERM-3547232154,251$45,5660.01%
347HARTFORD CORE EQUITY F41664T6771,080$45,5560.01%
348BBVA GLOBAL SECU2.6 27F05552WDU145,000$45,2610.01%
349FIRST TR EXCHANGE TRAD FD VI33740Y1011,572$45,1160.01%
350ISHARES TR464287796950$45,0590.01%
351JPMORGAN CHASE B 4.75 24VYLD45,000$44,9020.01%
352AMERICAN FUNDS AMERICAN0265471094,964$44,8250.01%
353VANECK ETF TRUST92189F643591$44,8210.01%
354SCHWAB STRATEGIC TR8085248051,308$44,4200.01%
355BOFA FIN LLC VAR 2709709U4H845,000$44,3520.01%
356KEYSIGHT TECHNOLOGIES INCKEYS335$44,3240.01%
357VANECK ETF TRUST92189F205673$44,1290.01%
358PIONEER NAT RES CO723787107192$44,0740.01%
359BOFA FIN LLC VAR 2709709UP5146,000$43,9850.01%
360EASTGROUP PPTYS INC277276101264$43,9640.01%
361SALESFORCE INCCRM216$43,8000.01%
362MEDICAL PPTYS TRUST INC58463J3047,974$43,4600.01%
363GLOBAL X FDS37954Y6241,845$43,3390.01%
364ISHARES TR464287226454$42,6940.01%
365NEXTRACKER INCNXT1,057$42,4490.01%
366FIRST TR EXCHANGE-TRADED FD33739G103866$42,4200.01%
367TJX COS INC NEW872540109476$42,3390.01%
368TIAA FSB 5.2 2387270LHZ942,000$41,9970.01%
369SERVICENOW INCNOW74$41,3630.01%
370EXTREME NETWORKSEXTR1,700$41,1570.01%
371CITIGROUP INCC-PR1,000$41,1300.01%
372BROADWIND INCBWEN12,684$40,5890.01%
373ISHARES TR46432F388447$40,5520.01%
374PIMCO INCOME I272201M7193,958$40,3320.01%
375VANGUARD INDEX FDS922908637205$40,1160.01%
376MERCHANTS BANK O 5.25 23588493QF640,000$39,9940.01%
377BANK OF HOPE 5.4 24062683HL440,000$39,9740.01%
378NASDAQ INCNDAQ821$39,8920.01%
379PERION NETWORK LTDPERI1,300$39,8190.01%
380BANK OF MONTREAL9.1 27F06368GR9041,000$39,4950.01%
381IRON MTN INC DEL46284V101655$38,9400.01%
382RYANAIR HOLDINGS PLCRYAOF400$38,8840.01%
383LINDE PLCLIN104$38,7470.01%
384ENERGY RECOVERY INCERII1,825$38,7080.01%
385FIRST TR EXCHANGE-TRADED FD33738D8042,077$38,1960.01%
386CLEANSPARK INCCLSKW10,000$38,1000.01%
387GLOBAL X FDS37954Y8301,040$37,8660.01%
388EATON CORP PLCETN177$37,7510.01%
389CITIGROUP INC. VAR 27C-PR40,000$37,6520.01%
390AMPLIFY ETF TR032108102847$37,5140.01%
391ISHARES S&P 500 INDEX IN06692356674$37,1880.01%
392METLIFE INCMET-PF586$36,8650.01%
393FRANKLIN BSP LENDING COR12325J1015,067$36,7840.01%
394KEYCORP4932671083,415$36,7450.01%
395ALLY BANK CORP., AS 5 2302007GN2536,000$35,9980.01%
396ADVANCED MICRO DEVICES INCAMD343$35,2670.01%
397DODGE & COX STOCK I256219106154$34,8610.01%
398WELLS FARGO & CO 2.95 24949763YD235,000$34,6290.01%
399SPDR SER TR78464A862176$34,4980.01%
400ARBOR REALTY TRUST INCABR-PF2,241$34,0110.01%
401SPDR SER TR78464A755643$33,7580.01%
402FIRST TR EXCHANGE TRADED FD33734X143347$33,7150.01%
403CISCO SYS INCCSCO617$33,1700.01%
404AMERICAN FUNDS CAPITAL W140543828601$33,0090.01%
405BRITISH AMERN TOB PLC1104481071,050$32,9810.01%
406ISHARES TR464287739421$32,8970.01%
407VANECK ETF TRUST92189H805492$32,6340.01%
408ISHARES TR46429B663327$32,3370.01%
409JPMORGAN CORE BOND R64812C01003,286$32,1740.01%
410ENERGY TRANSFER L PET-PI2,287$32,0870.01%
411CHARLES SCHWAB B 5.35 2415987UBZ032,000$31,9890.01%
412AMERICAN FUNDS BOND FUND0978738222,931$31,8920.01%
413AMERICAN FUNDS WASHINGTO939330825599$31,5820.01%
414ISHARES TR464287655175$30,9300.01%
415ISHARES TR46434V613707$30,9070.01%
416CHAMPLAIN MID CAP INSTIT00766Y5131,417$30,6150.01%
417ON SEMICONDUCTOR CORPON329$30,5810.01%
418INVESCO SENIOR FLOATINGIVZ4,529$30,3880.01%
419US TREASURY BILL24912796Z2831,000$30,3440.01%
420FIRST TR EXCHANGE-TRADED FD33738D6061,493$30,2780.01%
421MEDTRONIC PLCMDT386$30,2470.01%
422AMERICAN FUNDS AMCAP A023375108879$30,2430.01%
423SIMPLIFY EXCHANGE TRADED FUN82889N6401,198$30,0640.01%
424BANK OF AMERICA, 5.25 2306051V2T230,000$29,9950.01%
425MORGAN STANLEY VAR 32MS-PQ50,000$29,8750.01%
426FORTINET INCFTNT501$29,3990.01%
427INVESCO EQUALLY-WTD S&PIVZ486$29,3660.01%
428ISHARES TR464287432331$29,3560.01%
429AMERICAN FUNDS NEW ECONO643822109592$29,2780.01%
430ISHARES U S ETF TR46431W8121,213$29,0390.01%
431TRIP COM GROUP LTDTRPCF826$28,8850.01%
432ALLIANCE RESOURCE PARTNERS LARLP1,279$28,8160.01%
433VANGUARD SCOTTSDALE FDS92206C771643$28,1510.01%
434FIVE STAR BANK 5.25 2333834TBK428,000$28,0000.01%
435T. ROWE PRICE DIVIDEND G779546308427$27,9600.01%
436JPMORGAN CHASE & 5.5 24VYLD28,000$27,9570.01%
437GUGGENHEIM MACRO OPPORTU40168W5821,178$27,9110.01%
438LANTHEUS HLDGS INCLNTH400$27,7920.01%
439ADOBE INCADBE54$27,5350.01%
440JANUS HENDERSON MULTI-SE47103D5123,326$27,5050.01%
441FIDELITY COVINGTON TRUST316092709508$27,4930.01%
442LATTICE STRATEGIES TR5184161021,065$27,3170.01%
443VANGUARD EQUITY-INCOME I921921102698$27,2950.01%
444INTERNATIONAL SEAWAYS INCINSW593$26,6850.01%
445AMERICAN HEALTH CARE REI398182204849$26,6510.01%
446MOTOROLA SOLUTIONS INCMSI94$25,5910.01%
447ISHARES TR464288794281$25,5790.01%
448UNION PAC CORPUNP124$25,2500.01%
449AMERICAN TOWER CORP NEW03027X100153$25,1610.01%
450VANECK ETF TRUST92189F676173$25,0820.01%
451SOFI BANK, NTNL A 4.9 2383407DAS525,000$24,9890.01%
452MORGAN STANLEY PVT 5 24MS-PQ25,000$24,9340.01%
453FIDELITY COVINGTON TRUST316092808201$24,7090.01%
454KINDER MORGAN INC DELEP-PC1,482$24,5720.01%
455TYSON FOODS INCTSN485$24,4880.01%
456ISHARES TR464288877495$24,2200.01%
457BECTON DICKINSON & COBDX93$24,0430.01%
458SOFI BANK, NTNL 5.35 2483407DAZ924,000$23,9840.01%
459PGIM JENNISON INTERNATIO743969586964$23,9060.01%
460REALTY INCOME CORPO476$23,7710.01%
461INVESCO EXCHANGE TRADED FD TIVZ546$23,3690.01%
462GLOBAL X FDS37954Y4831,388$23,2770.01%
463MORGAN STANLEY VAR 31MS-PQ35,000$23,1440.01%
464PROGRESSIVE CORP743315103166$23,1240.01%
465IONQ INCIONQ-WT1,550$23,0640.01%
466AMERICAN FUNDS INCOME FU4533201031,052$23,0240.01%
467FIRST TR EXCH TRD ALPHDX FD33737J1821,101$22,9780.01%
468KBS REAL ESTATE INVESTMEKBSR2,531$22,7770.01%
469ISHARES TR46434V456675$22,6870.01%
470AMPLIFY ETF TR0321088051,995$22,5000.01%
471SPDR SER TR78464A375715$22,4870.01%
472PACER FDS TR69374H717652$22,4600.01%
473OAKMARK ADVISOR413838798187$22,2300.01%
474PARAMOUNT GLOBAL92556H2061,721$22,2010.01%
475ISHARES TR46429B2671,006$22,1720.01%
476ISHARES TR464288588249$22,1110.01%
477FRANKLIN GROWTH ADV353496839190$22,0280.01%
478FIDELITY EQUITY-INCOME316138106341$21,8740.01%
479AMERICAN FUNDS CAPITAL I140193103355$21,8540.01%
480C3 AI INCAI840$21,4370.01%
481DFA US SMALL CAP VALUE I233203819532$21,3660.01%
482GLENMEDE QUANT US LARGE378690655747$21,2960.01%
483CVR ENERGY INCCVI625$21,2690.01%
484THERMO FISHER SCIENTIFIC INCTMO42$21,2590.01%
485VANGUARD EXTENDED MARKET922908694193$21,0350.01%
486J P MORGAN EXCHANGE TRADED F46641Q837419$21,0250.01%
487CIM REAL ESTATE FINANCECMRF3,200$21,0240.01%
488MFS VALUE R655273H353454$21,0120.01%
489BAIRD CORE PLUS BOND INS0570718702,178$20,9080.01%
490COINBASE GLOBAL INCCOIN278$20,8720.01%
491COLGATE PALMOLIVE COCL291$20,6930.01%
492SELECT SECTOR SPDR TR81369Y886350$20,6260.01%
493LIMBACH HLDGS INCLMB646$20,4980.01%
494VANGUARD TAX-MANAGED FDS921943858467$20,4170.01%
495PGIM TOTAL RETURN BOND Z74440B4051,792$20,3920.01%
496INTEL CORPINTC573$20,3820.01%
497INMODE LTDINMD663$20,1950.01%
498PGIM JENNISON NATURAL RE74441K107373$19,9990.01%
499UMPQUA BANK, ORE 5.25 2390421MFB420,000$19,9970.01%
500GOLDMAN SACHS BANK 5 23NVGLF20,000$19,9850.01%