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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 Q2 2024 · Filed August 9, 2024 · Accession 0001398344-24-014209

Total Value
$458.0M
Positions
1,693
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY163,405$88.9M19.80%
2FIRST TR EXCHANGE-TRADED FD33739Q4081,208,815$72.0M16.04%
3INVESCO EXCHANGE TRADED FD TIVZ203,558$33.4M7.45%
4INVESCO QQQ TRIVZ60,316$28.9M6.44%
5ISHARES TR464288679125,860$13.9M3.10%
6SELECT SECTOR SPDR TR81369Y80357,774$13.1M2.91%
7SCHWAB VALUE ADVANTAGE M80851560512,804,393$12.8M2.85%
8SELECT SECTOR SPDR TR81369Y852144,920$12.4M2.76%
9ISHARES TR464288612117,309$12.2M2.71%
10SELECT SECTOR SPDR TR81369Y70495,618$11.7M2.60%
11SELECT SECTOR SPDR TR81369Y605278,173$11.4M2.55%
12NVIDIA CORPORATIONNVDA90,701$11.2M2.50%
13SPDR SER TR78468R66395,145$8.7M1.94%
14AMNEAL PHARMACEUTICALS INCAMRX1,111,064$7.1M1.57%
15US TREASU NT 2.12511/24UNTCW4,592,000$4.5M1.01%
16APPLE INCAAPL16,738$3.5M0.79%
17SCHWAB VALUE ADVANTAGE M8085156963,090,287$3.1M0.69%
18SCHWAB US TREASURY MONEY8085155482,336,113$2.3M0.52%
19BLACKROCK MULTI-ASSET INBLK230,360$2.3M0.51%
20SCHWAB US TREASURY MONEY8085154722,189,718$2.2M0.49%
21RTX CORPORATIONRTX21,247$2.1M0.48%
22MICROSOFT CORPMSFT3,788$1.7M0.38%
23US TREASURY BILL24912797GB71,588,000$1.6M0.35%
24SCHWAB GOVERNMENT MONEY8085156131,518,066$1.5M0.34%
25PROCTER AND GAMBLE CO7427181098,762$1.4M0.32%
26AMERICAN FUNDS CAPITAL W14054311718,972$1.2M0.28%
27J P MORGAN EXCHANGE TRADED F46654Q20321,936$1.2M0.27%
28J P MORGAN EXCHANGE TRADED F46641Q33218,909$1.1M0.24%
29VANGUARD INDEX FDS9229087693,986$1.1M0.24%
30AMERICAN FUNDS AMERICAN02407177129,732$1.0M0.23%
31VANGUARD 500 INDEX ADMIR9229087101,881$947,6890.21%
32US TREASURY BILL24912797KU0956,000$941,0430.21%
33AMERICAN FUNDS AMERICAN02768177415,671$852,1910.19%
34US TREASURY BILL24912797JS7852,000$849,8880.19%
35US TREASURY BILL24912796Y52843,000$842,5080.19%
36NOVO-NORDISK A SNONOF5,794$827,0360.18%
37HOME DEPOT INCHD2,402$826,9070.18%
38MARRIOTT INTL INC NEW5719032022,888$698,2320.16%
39AMERICAN FUNDS WASHINGTO93933077511,376$686,8530.15%
40MCDONALDS CORPMCD2,612$665,6420.15%
41AMERICAN FUNDS 2030 TRGT02630T71238,255$653,7850.15%
42PARSONS CORP DELPSN7,972$652,1890.15%
43GRANITESHARES ETF TR38747R8279,270$644,7290.14%
44TESLA INCTSLA3,078$609,0890.14%
45JPMORGAN CHASE & CO.VYLD2,987$604,1510.13%
46PEPSICO INCPEP3,548$585,1720.13%
47AMERICAN FUNDS GROWTH FU3998747757,920$585,0670.13%
48ISHARES TR4642872001,053$576,2330.13%
49JOHNSON & JOHNSONJNJ3,930$574,4280.13%
50FIRST TR MORNINGSTAR DIVID L33691710915,129$573,8430.13%
51US TREASURY BILL24912797LD7585,000$573,5740.13%
52FIRST TR VALUE LINE DIVID IN33734H10614,004$570,6630.13%
53CARRIER GLOBAL CORPORATIONCARR8,847$558,0690.12%
54AMAZON COM INCAMZN2,882$556,9800.12%
55COCA COLA COKO8,300$528,2880.12%
56WELLS FARGO CO NEW9497461018,823$524,0170.12%
57SELECT SECTOR SPDR TR81369Y4072,859$521,4820.12%
58CHEVRON CORP NEWCVX3,180$497,3420.11%
59ISHARES S&P 500 INDEX IN066923558763$487,6790.11%
60SPDR GOLD TRGLD2,262$486,3530.11%
61T. ROWE PRICE DIVIDEND G7795461006,268$484,9440.11%
62COMCAST CORP NEWCCZ12,350$483,6260.11%
63BERKSHIRE HATHAWAY INC DELBRK-A1,186$482,4650.11%
64BLACKSTONE REAL ESTATEBX34,097$482,3390.11%
65HONEYWELL INTL INC4385161062,213$472,5640.11%
66WISDOMTREE TRWT9,277$466,7260.10%
67SHELL PLCRYDAF6,167$445,1340.10%
68ELI LILLY & COLLY490$443,6360.10%
69VANGUARD US GROWTH ADMIR9219106002,531$442,1540.10%
70ISHARES TR4642874655,406$423,4520.09%
71SPDR SER TR78468R6224,488$423,0840.09%
72VANGUARD INDEX FDS9229087361,129$422,2570.09%
73DUPONT DE NEMOURS INCDD5,221$420,2380.09%
74DELL TECHNOLOGIES INCDELL3,047$420,2120.09%
75ALPHABET INCGOOG2,301$419,1270.09%
76GILEAD SCIENCES INCGILD6,096$418,2470.09%
77L3HARRIS TECHNOLOGIES INCLHX1,861$417,9430.09%
78INVESCO DB US DLR INDEX TRIVZ14,195$413,5000.09%
79OTIS WORLDWIDE CORPOTIS4,267$410,7410.09%
80SCHWAB STRATEGIC TR8085242016,328$406,5740.09%
81ABBOTT LABSABLZF3,894$404,6260.09%
82FRANKLIN INCOME A353496490170,219$396,6100.09%
83SPDR SER TR78464A4094,852$388,7910.09%
84FIRST TR EXCHANGE-TRADED FD33738R1185,085$384,7310.09%
85DUKE ENERGY CORP NEWDUKB3,833$384,1820.09%
86PROSHARES TR74347R2063,848$384,0690.09%
87WASTE MGMT INC DEL94106L1091,705$363,7450.08%
88EXXON MOBIL CORPXOM3,155$363,2040.08%
89REPUBLIC SVCS INC7607591001,851$359,7230.08%
90TIDAL TR II88636J44422,122$357,4920.08%
91ISHARES TR4642875076,095$356,6790.08%
92ACCENTURE PLC IRELANDACN1,171$355,2930.08%
93UNITED PARCEL SERVICE INCUPS2,544$348,1030.08%
94SOUTHERN COSOMN4,454$345,4970.08%
95FIRST TR EXCHNG TRADED FD VI33740F8057,880$339,2340.08%
96ABBVIE INCABBV1,945$333,6400.07%
97ANALOG DEVICES INCADI1,459$333,0310.07%
98PFIZER INCPFE11,768$329,2700.07%
99VANGUARD INDEX FDS922908363657$328,5850.07%
100BLUEROCK TOTAL INCOME R09630D20912,114$328,4160.07%
101VANECK ETF TRUST92189F48612,855$327,9310.07%
102SPDR SER TR78464A64913,039$327,1490.07%
103CORCEPT THERAPEUTICS INCCORT10,006$325,0950.07%
104AMERICAN FUNDS EUROPACIF2987061105,663$324,6780.07%
105AMERICAN FUNDS GROWTH FU3998741064,342$320,3080.07%
106KIMBERLY-CLARK CORPKMB2,276$314,5430.07%
107COSTCO WHSL CORP NEW22160K105370$314,0710.07%
108GALLAGHER ARTHUR J & CO3635761091,211$314,0240.07%
109FIRST TR EXCHANGE-TRADED FD33738R5065,721$313,2250.07%
110CARDINAL HEALTH INCCAH3,179$312,5590.07%
111KEURIG DR PEPPER INCKDP9,195$307,1130.07%
112MICROCHIP TECHNOLOGY INC.MCHPP3,352$306,7080.07%
113VANGUARD DIVIDEND APPREC9219088286,111$302,7840.07%
114AMERICAN FUNDS NEW PERSP6480181094,778$297,6900.07%
115ALLIANT ENERGY CORPLNT5,784$294,4060.07%
116TIDAL TR II88634T82414,366$292,7740.07%
117BANK AMERICA CORP0605051047,298$290,2410.06%
118LOCKHEED MARTIN CORPLMT617$288,2010.06%
119SYSCO CORPSYY4,022$287,1310.06%
120PNC FINL SVCS GROUP INC6934751051,804$280,4860.06%
121SCHWAB GOVERNMENT MONEY808515209280,332$280,3320.06%
122JPMORGAN CHASE & VAR 29VYLD280,000$280,0000.06%
123CONOCOPHILLIPSCOP2,440$279,1250.06%
124VANGUARD GROWTH & INCOME9219131094,312$277,7450.06%
125TEXAS INSTRS INC8825081041,426$277,4000.06%
126PIMCO CA MUNI INTERM VAL72202G33127,806$276,6730.06%
127CLOROX CO DELCLX2,022$275,9420.06%
128LIGHTSTONE VALUE PLUS RE53227M10717,819$275,4760.06%
129MONDELEZ INTL INC6092071054,136$270,6600.06%
130NESTLE S A F6410694062,560$262,2720.06%
131LAM RESEARCH CORPLRCX245$260,8880.06%
132DIREXION SHS ETF TR25461A8586,983$260,4660.06%
133AMERICAN FUNDS FUNDAMENT3608027713,180$257,8440.06%
134US BANCORP DELUSB-PS6,492$257,7320.06%
135AMERICAN FUNDS INVMT CO4613081084,477$255,9780.06%
136AMERICAN FUNDS CAPITAL W1405431093,893$254,9340.06%
137HORMEL FOODS CORPHRL8,329$253,9510.06%
138TIDAL TR II88636J65913,008$253,7940.06%
139AMGEN INCAMGN793$247,7730.06%
140SUPER MICRO COMPUTER INCSMCI297$243,3470.05%
141AMDOCS LTDDOX3,058$241,3370.05%
142US TREASUR NT 3.2508/2491282CFG1241,000$240,0960.05%
143DIREXION SHS ETF TR25459W8621,628$237,8020.05%
144TRACTOR SUPPLY COTSCO867$234,0900.05%
145VANGUARD WHITEHALL FDS9219464061,953$231,6260.05%
146FIRST TR EXCHANGE-TRADED FD33738R68814,692$230,9580.05%
147MCKESSON CORPMCK394$230,1120.05%
148PROSHARES TR74347R1072,781$229,7110.05%
149EQUINOR ASASTOHF8,034$229,4510.05%
150CISCO SYS INCCSCO4,819$228,9510.05%
151STARBUCKS CORPSBUX2,915$226,9550.05%
152US TREASU NT 2.87506/2591282CEU1230,000$225,1130.05%
153VANGUARD TAX-MANAGED FDS9219438584,548$224,7490.05%
154INTERNATIONAL BUSINESS MACHSINTR1,273$220,1650.05%
155PROSHARES TR74347R6933,147$219,7550.05%
156FIRST TR EXCHANGE-TRADED FD33739Q7054,345$219,5090.05%
157DIREXION SHS ETF TR25459W1022,234$217,5470.05%
158DIREXION SHS ETF TR25461A8414,429$208,9160.05%
159PETROLEO BRASILEIRO SA PETRO71654V40814,417$208,9020.05%
160AMERICAN FUNDS GROWTH FU3998748252,793$205,4640.05%
161MARKEL GROUP INCMKL130$204,8360.05%
162VALLEY NTNL BANCO 5.424919853LX7200,000$200,0040.04%
163STELLAR BANK 5.32585855TCW1200,000$199,9000.04%
164BANK OF AMERICA, NT 52406051V7U4200,000$199,9000.04%
165GOLDMAN SACHS BAN 5.124NVGLF200,000$199,8130.04%
166US TREASU NT 4.12501/2591282CGG0199,000$197,6010.04%
167OKTA INCOKTA2,089$195,5510.04%
168WISDOMTREE TRWT2,481$193,6420.04%
169SPDR SER TR78464A5083,923$191,2070.04%
170VANECK ETF TRUST92189F676720$187,7040.04%
171ISHARES TR46432F3391,093$186,6410.04%
172ETF OPPORTUNITIES TRUST26923N5383,424$186,3680.04%
173GRANITESHARES ETF TR38747R8436,875$183,4940.04%
174VALE S AVALE16,371$182,8640.04%
175TIDAL TR II88636J52713,360$180,2260.04%
176ISHARES TR4642877211,154$173,6770.04%
177VANGUARD BD INDEX FDS9219378352,408$173,4960.04%
178ASTRAZENECA PLCAZN2,216$172,8260.04%
179LORD ABBETT DIVIDEND GRO5439138187,597$169,9390.04%
180FIRST TR LRGE CP CORE ALPHA33734K1091,704$165,2710.04%
181DISNEY WALT CO2546871061,659$164,7480.04%
182JPMORGAN INVESTOR GROWTH4812C28588,348$160,6950.04%
183SPDR SER TR78464A8211,911$160,6390.04%
184WALMART INCWMT2,364$160,0660.04%
185META PLATFORMS INCMETA317$159,7330.04%
186VANGUARD SPECIALIZED FUNDS921908844868$158,4530.04%
187ROYAL CARIBBEAN GROUPV7780T103992$158,1550.04%
188STORMFIELD REAL ESTATE I003418231156,894$156,8940.03%
189SPDR SER TR78464A6645,737$156,1610.03%
190JPMORGAN CHASE & VAR 29VYLD152,000$154,7970.03%
191TAIWAN SEMICONDUCTOR MFG LTD874039100885$153,8220.03%
192NEUBERGER BERMAN LARGE C6412244073,423$150,1810.03%
193VISA INCV572$150,1330.03%
194BLUEROCK TOTAL INCOME R09630D4075,358$149,3910.03%
195SELECT SECTOR SPDR TR81369Y2091,018$148,3740.03%
196FIDELITY SHRT-TERM TRS B31635V21614,411$145,5490.03%
197ISHARES TR4642877391,657$145,3850.03%
198FIRST TR LRG CP VL ALPHADEX33735J1011,955$143,8880.03%
199EQUINIX INCEQIX190$143,7540.03%
200DESTINATIONS LARGE CAP E10964R1038,652$142,4190.03%
201AMERICAN FUNDS FUNDAMENT3608021021,751$142,0610.03%
202CITY NATL BK FLA 5.324CHCO140,000$139,9920.03%
203FIRST TR EXCHANGE-TRADED FD33733E1041,665$139,9270.03%
204ISHARES TR4642888851,359$139,0260.03%
205SELECT SECTOR SPDR TR81369Y5061,512$137,8190.03%
206NORTHROP GRUMMAN CORPNOC315$137,3240.03%
207US TREASUR NT 202/25UNTCW139,000$136,1550.03%
208DFA US CORE EQUITY 2 I2332033973,754$135,2920.03%
209VANGUARD INDEX FDS922908744830$133,2060.03%
210PROSHARES TR74347R669952$132,4420.03%
211EASTMAN CHEM COEMN1,346$131,8680.03%
212BEAL BANK USA 5.32407371DV53128,000$127,8980.03%
213AMERICAN FUNDS CAPITAL W1405434061,946$127,1220.03%
214ETF OPPORTUNITIES TRUST26923N7442,312$126,5130.03%
215ADVANCED MICRO DEVICES INCAMD779$126,3620.03%
216FIRST TR EXCHANGE-TRADED FD33741X1023,785$126,3430.03%
217AMERICAN FDS TAXAWR CNSR02630Y6207,934$124,6490.03%
218PIMCO INCOME INSTL72201F49011,765$123,2970.03%
219SCHWAB STRATEGIC TR8085243001,222$123,2260.03%
220SCHWAB STRATEGIC TR8085246072,591$122,9430.03%
221DIAGEO PLCDGEAF973$122,6760.03%
222EVERGY INCEVRG2,311$122,4140.03%
223BROADCOM INCAVGO76$122,0200.03%
224US TREASURY BILL24912797LQ8125,000$121,9600.03%
225GIGACLOUD TECHNOLOGY INCGCT3,923$119,3380.03%
226FIRST TR EXCHANGE-TRADED FD33738D1013,913$119,1900.03%
227FIRST TR EXCHNG TRADED FD VI33740F7554,066$117,5890.03%
228ISHARES BITCOIN TRIBIT3,430$117,1000.03%
229PUBLIC SVC ENTERPRISE GRP IN7445731061,576$116,1510.03%
230AMERICAN FUNDS AMERICAN0240711023,353$115,8780.03%
231SERVICE PPTYS TR81761L10222,375$115,0080.03%
232MORGAN STANLEY B 5.2524MS-PQ115,000$114,9880.03%
233EATON VANCE STRATEGIC INETN17,387$114,2360.03%
234FIRST TR STOXX EUROPEAN SELE33735T1099,738$114,0290.03%
235FIDELITY INTERM TRS BD I31635V25711,941$113,7960.03%
236AMERICAN FUNDS SMALLCAP8316811011,710$113,7430.03%
237MAIN STR CAP CORP56035L1042,238$112,9800.03%
238SOUTHERN COPPER CORPSCCO1,040$112,0500.02%
239ALTRIA GROUP INCMO2,455$111,8250.02%
240US TREASURY BILL24912797GW1113,000$111,4700.02%
241SEMPRASREA1,460$111,0480.02%
242SELECT SECTOR SPDR TR81369Y1001,254$110,7410.02%
243FIRST TR EXCH TRD ALPHDX FD33737J1742,006$110,4500.02%
244US TREASURY BILL24912797GK7111,000$110,3860.02%
245WELLS FARGO BANK 4.7525949764LA0110,000$109,5720.02%
246VANGUARD TOTAL STOCK MKT922908728840$109,3590.02%
247ISHARES TR4642874321,178$108,0860.02%
248HEIDELBERG MATS AG F42281P2055,227$107,9900.02%
249FIRST TR EXCHANGE-TRADED FD33739Q2002,247$107,9750.02%
250BLACKROCK ETF TRUSTBLK2,279$106,9760.02%
251VANGUARD TARGET RETIREME92202E8882,841$106,8370.02%
252CIM REAL ESTATE FINANCECMRF17,507$106,6190.02%
253EVERSOURCE ENERGYES1,851$104,9700.02%
254US TREASURY BILL24912797JU2105,000$104,5260.02%
255DIREXION SHS ETF TR25459W4581,888$104,5200.02%
256MERCK & CO INCMRK828$102,5060.02%
257VERIZON COMMUNICATIONS INCVZ2,485$102,4940.02%
258BANK OZK LITTLE R 5.324OZKAP102,000$101,9890.02%
259VANGUARD INDEX FDS922908629420$101,6820.02%
260FIRST TR EXCHANGE-TRADED FD33733E302495$101,4450.02%
261ISHARES TR464287804946$100,9000.02%
262VANGUARD INTL EQUITY INDEX F9220428582,296$100,4730.02%
263WELLS FARGO BANK 5.3525949764GX6100,000$100,3120.02%
264MORGAN STANLEY B 5.0525MS-PQ100,000$99,7660.02%
265DODGE & COX INCOME I2562101058,007$99,1250.02%
266OSI SYSTEMS INCOSIS717$98,6020.02%
267CVR PARTNERS LPUAN1,295$97,9900.02%
268REINSURANCE GRP OF AMERICA I759351604477$97,9140.02%
269PATIENT OPPORTUNITY I00777X6112,629$97,1560.02%
270FIRST TR EXCHANGE TRADED FD33734X143929$97,0990.02%
271TIDAL TR II88636J8406,454$96,7450.02%
272FIDELITY GROWTH & INCOME3163892041,560$96,0770.02%
273CYBERARK SOFTWARE LTDM2682V108350$95,6970.02%
274ETFIS SER TR I26923G7722,313$95,0510.02%
275WELLS FARGO BANK, 5.324949764EK695,000$94,9680.02%
276DIREXION SHS ETF TR25461A8661,900$94,3350.02%
277COINBASE GLOBAL INCCOIN421$93,5590.02%
278VANGUARD CHARLOTTE FDS92203J4071,886$91,7920.02%
279FORD MTR CO DEL3453708607,291$91,4270.02%
280AMERICAN CENTURY EQUITY02507610010,546$91,2190.02%
281FIDELITY FREEDOM 20253157926636,647$91,2000.02%
282MORGAN STANLEY VAR 26MS-PQ90,000$91,1570.02%
283VANGUARD WINDSOR II ADMI9220183041,097$90,9630.02%
284ISHARES TR464287309966$89,3940.02%
285ISHARES TR46435G425746$89,0130.02%
286AXOS BANK 52405465DBM989,000$88,8940.02%
287VANGUARD LIFESTRATEGY GR9219095031,963$86,9390.02%
288PIMCO ETF TR72201R8821,155$86,7290.02%
289AMERICAN FUNDS NEW WORLD6492801041,083$86,7180.02%
290ISHARES TR464287408471$85,7270.02%
291EZCORP INCEZPW8,167$85,5080.02%
292FIRST TR EXCHANGE-TRADED FD33739G1031,743$84,8230.02%
293DEERE & CODE227$84,8140.02%
294SILA REALTY TRUST INCSILA3,999$84,6590.02%
295FIRST TR EXCHANGE-TRADED FD33738D6064,006$84,2460.02%
296JANUS HENDERSON RESEARCH4710238531,024$84,1980.02%
297PROSHARES TR74347X8641,093$83,9860.02%
298ISHARES TR46432F8341,242$83,9100.02%
299RXSIGHT INCRXST1,387$83,4560.02%
300FIDELITY CONTRAFUND3160711094,094$82,7030.02%
301FIRST TRUST LRGCP GWT ALPHAD33735K108658$80,6250.02%
302ISHARES TR464288588876$80,4260.02%
303ETFIS SER TR I26923G4004,402$80,4140.02%
304MORGAN STANLEY FIN 025MS-PQ59,000$80,2720.02%
305DYNAGAS LNG PARTNERS LPDLNG-PA19,851$80,0000.02%
306VANGUARD SHORT-TERM CORP92206C6073,802$79,7210.02%
307ISHARES TR4642888771,503$79,7190.02%
308US TREASURY BILL24912797JT579,000$78,7250.02%
309AEROVIRONMENT INCAVAV432$78,6930.02%
310VANGUARD SCOTTSDALE FDS92206C7711,726$78,3490.02%
311SCORPIO TANKERS INCSTNG957$77,7950.02%
312BRAINSWAY LTDBRSYF12,723$77,2290.02%
313US TREASUR NT 1.2508/24912828YE477,000$76,4710.02%
314FIDELITY INTERNATIONAL I3159117271,531$76,2160.02%
315CHARLES SCHWAB B 5.452415987UCF376,000$75,9720.02%
316WISDOMTREE TRWT1,681$75,3590.02%
317ISHARES TR46434V4071,784$75,2850.02%
318AMERICAN FUNDS AMERICAN0240714092,175$75,0920.02%
319DIREXION SHS ETF TR25460E3644,134$74,3710.02%
320AMERICAN FUNDS CAPITAL W1405433071,136$73,5310.02%
321SYLVAMO CORPSLVM1,063$72,9220.02%
322ESSENTIAL PPTYS RLTY TR INC29670E1072,629$72,8500.02%
323AMERICAN FUNDS AMCAP F30233757771,676$71,6970.02%
324EURONET WORLDWIDE INCEEFT692$71,6220.02%
325SPDR SER TR78464A201830$71,2640.02%
326TIDAL TR II88634T7663,625$70,5060.02%
327FIRST TR EXCHANGE-TRADED FD33738D7963,437$70,2180.02%
328LOWES COS INC548661107318$70,1140.02%
329FEDERATED HERMES INTERMEFHI8,334$70,0860.02%
330SCHWAB STRATEGIC TR808524797892$69,3620.02%
331FIRST TR EXCH TRD ALPHDX FD33737J1822,888$69,1390.02%
332ISHARES TR46432F396354$68,9840.02%
333MORGAN STANLEY 027MS-PQ50,000$68,7980.02%
334ISHARES TR464287226704$68,3370.02%
335FIDELITY 500 INDEX315911750359$68,3030.02%
336DIREXION SHS ETF TR25460G1381,408$68,3000.02%
337DIREXION SHS ETF TR25461A8742,097$68,2780.02%
338POLEN GROWTH INVESTOR3608736651,528$67,3390.01%
339MICRON TECHNOLOGY INCMU507$66,6860.01%
340GOLDMAN SACHS BDC INCGSBD4,418$66,4030.01%
341REDWOOD MANAGED MUNICIPARWTQ4,605$65,5700.01%
342SERVICENOW INCNOW83$65,2940.01%
343KRATOS DEFENSE & SEC SOLUTIO50077B2073,231$64,6520.01%
344INVESCO CORPORATE BOND AIVZ10,494$64,6420.01%
345AMERICAN FUNDS MODERATE02630Y2653,636$64,5390.01%
346SABINE RTY TR7856881021,000$64,5100.01%
347CROWN CASTLE INCCCI659$64,3840.01%
348US TREASUR NT 306/24UNTCW64,000$64,0000.01%
349UNIVERSAL STAINLESS & ALLOY9138371002,329$63,7680.01%
350DIREXION SHS ETF TR25459W5652,562$63,7430.01%
351AZEK CO INC05478C1051,507$63,4900.01%
352CITIGROUP INCC-PR1,000$63,4600.01%
353DIMENSIONAL ETF TRUST25434V7081,966$63,3730.01%
354VALLEY NTNL BANK 5.424919853MB463,000$63,0020.01%
355WISDOMTREE TRWT1,604$62,6840.01%
356VANGUARD MID-CAP VALUE I921937694798$62,2370.01%
357ISHARES TR464287150519$61,6470.01%
358MFS INTERNATIONAL EQUITY5529668061,780$61,4250.01%
359US TREASURY BILL24912797LH862,000$61,2970.01%
360TJX COS INC NEW872540109556$61,2550.01%
361AMERICAN CENTURY ONE CHO02507F5064,382$61,2120.01%
362VANGUARD SHORT-TERM INVE9220318365,982$60,9560.01%
363SALESFORCE INCCRM237$60,9330.01%
364AMERICAN FUNDS EUROPACIF2987061021,058$60,5380.01%
365WELLS FARGO BANK 5.4524949764GW860,000$59,9770.01%
366REDWOOD MANAGED VOLATILIRWTQ5,393$59,7510.01%
367ISHARES TR46434V6211,028$59,2230.01%
368MORGAN STANLEY B 5.3525MS-PQ59,000$59,1240.01%
369CITIBANK, N.A. 5.22417312Q4N659,000$58,9170.01%
370VANGUARD HIGH DIVIDEND Y9219467861,631$58,3250.01%
371AMERICAN FUNDS AMERICAN0240718211,681$58,0320.01%
372DIAMOND HILL SHORT DUR S25264S5445,864$57,5300.01%
373LORD ABBETT SHORT DURATI54391668814,808$56,8610.01%
374SPDR SER TR78464A3751,740$56,6480.01%
375FIDELITY LARGE CAP STOCK3159124021,093$56,0850.01%
376WELLS FARGO BANK, 4.925949764LX056,000$55,8200.01%
377FIRST TR EXCHNG TRADED FD VI33740F5404,138$55,4490.01%
378VANGUARD SCOTTSDALE FDS92206C870692$55,3120.01%
379VANGUARD LONG-TERM INVES9220317787,188$55,0570.01%
380T. ROWE PRICE BLUE CHIP77954Q106295$54,9550.01%
381MORGAN STANLEY FIN 027MS-PQ50,000$54,9380.01%
382CHIPOTLE MEXICAN GRILL INCCMG870$54,5330.01%
383ORACLE CORPORCL-PD385$54,3620.01%
384RUSSELL INV TAX-MANAGED782493720670$53,5910.01%
385MFS UTILITIES A5529863092,512$53,0070.01%
386FIRST TR EXCHANGE TRAD FD VI33740Y1011,826$51,8770.01%
387INVESCO CORE PLUS BOND AIVZ5,665$51,5490.01%
388ISHARES INC46434G764864$51,1490.01%
389PENNANTPARK INVT CORP7080621046,727$50,7890.01%
390DFA US VECTOR EQUITY I2332033891,994$50,7350.01%
391TRAVELERS COMPANIES INCTRV249$50,6320.01%
392LIBERTY BANK 5.42453021LCK150,000$50,0020.01%
393CITIGROUP INC. 025C-PR45,000$49,7300.01%
394ENTERPRISE PRODS PARTNERS L2937921071,700$49,2660.01%
395SPDR DOW JONES INDL AVERAGE78467X109125$48,8910.01%
396AMERICAN FUNDS CAPITAL W140543828748$48,8890.01%
397MEDTRONIC PLCMDT620$48,8000.01%
398ISHARES TR464288646952$48,7800.01%
399FIDELITY SELECT SEMICOND3163908631,375$48,5410.01%
400KEYCORP4932671083,415$48,5270.01%
401PLAINS ALL AMERN PIPELINE L7265031052,708$48,3650.01%
402ISHARES TR464287440516$48,3230.01%
403ISHARES S&P 500 INDEX IN06692356675$47,7520.01%
404US TREASU NT 0.37508/2491282CCT648,000$47,7080.01%
405SPDR SER TR78464A763375$47,6930.01%
406ISHARES U S ETF TR46431W507945$47,5620.01%
407WESTERN ASSET CORE PLUS9576634535,127$47,1130.01%
408ISHARES TR46432F388447$46,2470.01%
409ACM RESH INC00108J1092,005$46,2350.01%
410PRUDENTIAL FINL INCPUKPF394$46,1730.01%
411BANK OF AMERICA C VAR 2709709UP5146,000$45,9130.01%
412PGIM JENNISON INTERNATIO7439696771,485$45,8580.01%
413BOEING COBA-PA251$45,6850.01%
414VANGUARD INDEX FDS922908637183$45,6800.01%
415LINDE PLCLIN104$45,6630.01%
416ISHARES TR464287796950$45,6000.01%
417BANK OF AMERICA C VAR 2709709U4H845,000$45,2300.01%
418TRANE TECHNOLOGIES PLCTT136$44,7340.01%
419US TREASU NT 1.87508/249128282U345,000$44,7330.01%
420RESOURCES CONNECTION INCRGP4,000$44,1600.01%
421EATON CORP PLCETN140$43,8970.01%
422CARNIVAL CORPCUKPF2,336$43,7300.01%
423RIDGEWOOD ENERGY X FUND0031491011$43,6050.01%
424FIRST TR EXCH TRADED FD III33739P103696$43,5630.01%
425BANK OF AMERICA C VAR 3209709T6N650,000$43,1900.01%
426INVESCO CORE BOND AIVZ7,707$43,0810.01%
427ISHARES INC46434G103804$43,0470.01%
428COLUMBIA DISCIPLINED COR19763T6402,829$42,8650.01%
429SAFRAN F786584102800$42,6000.01%
430TIDAL ETF TR8863642802,112$42,5030.01%
431AMERICAN FUNDS WASHINGTO939330825703$42,4140.01%
432GLOBAL X FDS37954Y4832,382$42,0900.01%
433WELLS FARGO BANK, 4.924949764KC742,000$41,8800.01%
434WELLS FARGO BANK 4.8525949764LS142,000$41,8540.01%
435ISHARES TR464288513537$41,4240.01%
436RIDGEWOOD ENERGY Y FUND0031490601$41,3530.01%
437BANK OF MONTREAL9.1 27F06368GR9041,000$41,2790.01%
438FIRST TR EXCHANGE-TRADED FD33738D8042,202$41,2650.01%
439ISHARES TR46432F842568$41,2600.01%
440RHYTHM PHARMACEUTICALS INCRYTM1,000$41,0600.01%
441SELECT SECTOR SPDR TR81369Y308533$40,8170.01%
442NORWEGIAN CRUISE LINE HLDG LNCLH2,170$40,7740.01%
443FIRST TR EXCHANGE TRADED FD33733E8231,327$40,4870.01%
444FIRST TR EXCH TRD ALPHDX FD33737J158782$40,2890.01%
445ABERCROMBIE & FITCH COANF226$40,1920.01%
446PNC BANK, NTNL AS 5.42469355NGA740,000$40,0040.01%
447CHARLES SCHWAB BA 5.22415987UCH940,000$39,9690.01%
448WELLS FARGO BANK 5.0524949764MB740,000$39,9350.01%
449GLOBAL X FDS37954Y830883$39,8320.01%
450ARES CAPITAL CORPARCC1,908$39,7730.01%
451TIDAL TR II88636J8322,428$39,7460.01%
452PIMCO INCOME I272201M7193,791$39,7310.01%
453BLACKROCK TCP CAPITAL CORPTCPC3,644$39,3550.01%
454AMERICAN FUNDS WASHINGTO939330106640$38,6830.01%
455VANGUARD BD INDEX FDS921937827504$38,6570.01%
456AMERICAN FUNDS NEW ECONO643822109615$38,5930.01%
457TELLURIAN INC NEW87968A10454,995$38,0900.01%
458ALPHABET INCGOOG207$38,0450.01%
459TRINITY CAP INCTRINZ2,665$37,6830.01%
460FIRST TR EXCH TRD ALPHDX FD33737J1171,021$37,5830.01%
461SPDR INDEX SHS FDS78463X8891,068$37,4650.01%
462WELLS FARGO BANK 5.1525949764ML537,000$36,9360.01%
463BRITISH AMERN TOB PLC1104481071,193$36,8990.01%
464HARDING LOEVNER INTERNAT4122951071,370$36,1050.01%
465CROWDSTRIKE HLDGS INCCRWD94$36,0200.01%
466MORGAN STANLEY PV 5.524MS-PQ36,000$35,9910.01%
467CITIGROUP INC. 026C-PR31,000$35,8980.01%
468SPDR SER TR78464A862145$35,8850.01%
469FIRST TR NASDAQ 100 TECH IND337345102176$34,7530.01%
470AMERICAN FUNDS BOND FUND0978738223,097$34,5980.01%
471FRANKLIN BSP CAPITAL CORFRBP2,354$34,5170.01%
472FIDELITY COVINGTON TRUST316092808201$34,4760.01%
473INVESCO EQUALLY-WTD S&PIVZ506$34,1980.01%
474VANGUARD INDEX FDS922908751156$34,0140.01%
475PROGRESSIVE CORP743315103163$33,8570.01%
476UNITEDHEALTH GROUP INCUNH66$33,6110.01%
477VANECK ETF TRUST92189F205504$33,5760.01%
478LORD ABBETT BOND-DEBENTU5440041044,683$33,1080.01%
479MANULIFE FINL CORP56501R1061,230$32,7430.01%
480MORGAN STANLEY 025MS-PQ31,000$32,6040.01%
481FIRST TR EXCHANGE TRADED FD33734X1271,790$32,5780.01%
482ISHARES TR46434V803914$32,4970.01%
483INVESCO SENIOR FLOATINGIVZ4,856$32,3430.01%
484GLOBAL X FDS37954Y475798$32,2630.01%
485TIDAL TR II88634T7741,092$32,0070.01%
486CHARLES SCHWAB B 5.352415987UBZ032,000$31,9960.01%
487ISHARES TR46434V613707$31,9710.01%
488VANGUARD EQUITY-INCOME I921921102750$31,8300.01%
489MEDICAL PPTYS TRUST INC58463J3047,364$31,7400.01%
490ISHARES TR464287176297$31,7140.01%
491REDWOOD SYSTEMATIC MACRORWTQ1,736$31,5850.01%
492JFROG LTDFROG837$31,4290.01%
493CELSIUS HLDGS INCCELH550$31,4000.01%
494RIDGEWOOD ENERGY A-1 FUN0031494781$31,3160.01%
495USA MUTUALS ALL SEASONS66538H2941,139$31,1050.01%
496BARINGS BDC INCBBDC3,121$30,3670.01%
497GUGGENHEIM MACRO OPPORTU40168W5821,241$30,2010.01%
498JPMORGAN HEDGED EQUITY ICAT966$30,1150.01%
499WELLS FARGO BANK, 5.325949764HQ030,000$30,0830.01%
500BANK BARODA NEW Y 5.32406063HRY130,000$29,9880.01%