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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 0001398344-24-014217

Total Value
$434.1M
Positions
1,676
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY154,581$80.9M19.07%
2FIRST TR EXCHANGE-TRADED FD33739Q4081,218,234$72.6M17.13%
3INVESCO EXCHANGE TRADED FD TIVZ211,695$35.9M8.46%
4INVESCO QQQ TRIVZ53,864$23.9M5.64%
5ISHARES TR464288679129,445$14.3M3.38%
6SELECT SECTOR SPDR TR81369Y70493,334$11.8M2.77%
7SELECT SECTOR SPDR TR81369Y852143,033$11.7M2.76%
8SELECT SECTOR SPDR TR81369Y80355,530$11.6M2.73%
9SELECT SECTOR SPDR TR81369Y40760,487$11.1M2.62%
10ISHARES TR46428861297,773$10.2M2.40%
11SCHWAB VALUE ADVANTAGE M8085156059,540,702$9.5M2.25%
12NVIDIA CORPORATIONNVDA8,877$8.0M1.89%
13US TREASURY BILL24UNTCW4,751,000$4.7M1.11%
14SCHWAB VALUE ADVANTAGE M8085156963,049,331$3.0M0.72%
15US TREASURY BILL24912797JN82,959,000$3.0M0.70%
16APPLE INCAAPL16,783$2.9M0.68%
17US TREASURY BILL24912797HF72,593,000$2.6M0.61%
18SCHWAB US TREASURY MONEY8085154722,558,886$2.6M0.60%
19US TREASURY BILL24912797GZ42,551,000$2.5M0.60%
20SPDR SER TR78468R66323,154$2.1M0.50%
21RTX CORPORATIONRTX21,585$2.1M0.50%
22SCHWAB US TREASURY MONEY8085155481,894,212$1.9M0.45%
23US TREASURY BILL24912796CX51,839,000$1.8M0.43%
24MICROSOFT CORPMSFT4,142$1.7M0.41%
25US TREASURY BILL24912797HQ31,501,000$1.5M0.35%
26PROCTER AND GAMBLE CO7427181098,405$1.4M0.32%
27AMERICAN FUNDS CAPITAL W14054311718,856$1.2M0.29%
28J P MORGAN EXCHANGE TRADED F46654Q20320,938$1.1M0.27%
29J P MORGAN EXCHANGE TRADED F46641Q33219,043$1.1M0.26%
30VANGUARD INDEX FDS9229087694,008$1.0M0.25%
31AMERICAN FUNDS AMERICAN02407177130,156$1.0M0.24%
32HOME DEPOT INCHD2,337$896,6310.21%
33TIDAL TR II88634T82429,976$888,4810.21%
34AMERICAN FUNDS AMERICAN02768177415,596$847,6200.20%
35US TREASURY BILL24912797JS7852,000$838,7730.20%
36US TREASURY BILL24912797JP3771,000$768,5190.18%
37MCDONALDS CORPMCD2,648$746,6040.18%
38MARRIOTT INTL INC NEW5719032022,888$728,6710.17%
39DIREXION SHS ETF TR25459W1029,001$721,3400.17%
40AMERICAN FUNDS WASHINGTO93933077510,828$673,0400.16%
41US TREASURY BILL24912797FS1623,000$616,4060.15%
42JPMORGAN CHASE & CO.VYLD3,044$609,7210.14%
43JOHNSON & JOHNSONJNJ3,711$586,9970.14%
44PEPSICO INCPEP3,301$577,7080.14%
45DIREXION SHS ETF TR25459W8624,277$573,2460.14%
46ISHARES TR4642872001,088$571,9940.13%
47AMERICAN FUNDS GROWTH FU3998747757,982$567,7390.13%
48FIRST TR VALUE LINE DIVID IN33734H10613,360$564,1930.13%
49COCA COLA COKO9,173$561,1930.13%
50BANK MONTREAL MEDIUM0636795593,969$546,4920.13%
51ISHARES TR4642874325,634$533,1190.13%
52AMAZON COM INCAMZN2,952$532,5130.13%
53FIRST TR MORNINGSTAR DIVID L33691710913,774$530,0240.13%
54META PLATFORMS INCMETA1,068$518,4990.12%
55WELLS FARGO CO NEW9497461018,919$516,9640.12%
56AMGEN INCAMGN1,797$510,8220.12%
57WISDOMTREE TRWT10,147$510,2930.12%
58ELI LILLY & COLLY650$505,7370.12%
59CARRIER GLOBAL CORPORATIONCARR8,673$504,1610.12%
60T. ROWE PRICE DIVIDEND G7795461006,571$501,7880.12%
61US TREASURY BILL24912797GB7506,000$498,6460.12%
62WASTE MGMT INC DEL94106L1092,281$486,1740.11%
63BLACKSTONE REAL ESTATEBX33,701$477,0340.11%
64US TREASURY BILL24UNTCW474,000$468,5170.11%
65ISHARES S&P 500 INDEX IN066923558760$467,7960.11%
66ISHARES TR4642872264,714$461,6890.11%
67COMCAST CORP NEWCCZ10,404$451,0320.11%
68NOVO-NORDISK A SNONOF3,495$448,7580.11%
69DUKE ENERGY CORP NEWDUKB4,608$445,6010.11%
70GOLDMAN SACHS BAN 5.4.24NVGLF445,000$445,0010.10%
71CHEVRON CORP NEWCVX2,763$435,8930.10%
72FRANKLIN INCOME A353496490182,857$427,8860.10%
73CARDINAL HEALTH INCCAH3,820$427,4670.10%
74NUVEEN LA MUNICIPAL BONDNU39,190$419,3330.10%
75RIDGEWOOD ENERGY Y FUND003149060163,877$418,2050.10%
76REPUBLIC SVCS INC7607591002,183$417,9140.10%
77VANGUARD US GROWTH ADMIR9219106002,531$416,7140.10%
78OTIS WORLDWIDE CORPOTIS4,180$414,9490.10%
79VANGUARD 500 INDEX ADMIR922908710849$411,6130.10%
80SOUTHERN COSOMN5,670$406,7660.10%
81HONEYWELL INTL INC4385161061,981$406,6250.10%
82SHELL PLCRYDAF6,047$405,3950.10%
83GILEAD SCIENCES INCGILD5,505$403,2110.10%
84ISHARES TR4642886533,820$401,2150.09%
85SPDR SER TR78468R6224,177$397,6500.09%
86ABBVIE INCABBV2,145$390,6400.09%
87VANGUARD INDEX FDS9229087361,125$387,2250.09%
88PFIZER INCPFE13,953$387,2030.09%
89ABBOTT LABSABLZF3,382$384,4340.09%
90ALPHABET INCGOOG2,530$381,8530.09%
91SYSCO CORPSYY4,698$381,3840.09%
92DIREXION SHS ETF TR25459W4588,057$374,8920.09%
93DUPONT DE NEMOURS INCDD4,842$371,2050.09%
94ISHARES TR4642875076,095$370,2100.09%
95TESLA INCTSLA2,087$366,8870.09%
96SEMPRASREA5,094$365,9020.09%
97BERKSHIRE HATHAWAY INC DELBRK-A865$363,7500.09%
98SCHWAB STRATEGIC TR8085242015,789$359,2650.08%
99L3HARRIS TECHNOLOGIES INCLHX1,668$355,4320.08%
100CLOROX CO DELCLX2,317$354,7560.08%
101VANGUARD INDEX FDS922908363733$352,3530.08%
102UNITED PARCEL SERVICE INCUPS2,342$348,0440.08%
103TIDAL TR II88636J44421,226$341,9510.08%
104VANECK ETF TRUST92189F48613,393$341,6550.08%
105GIGACLOUD TECHNOLOGY INCGCT12,774$341,3210.08%
106KIMBERLY-CLARK CORPKMB2,632$340,4490.08%
107BLUEROCK TOTAL INCOME. R09630D20911,955$335,4620.08%
108ALLIANT ENERGY CORPLNT6,647$335,0090.08%
109HORMEL FOODS CORPHRL9,587$334,4900.08%
110KEURIG DR PEPPER INCKDP10,878$333,6280.08%
111MONDELEZ INTL INC6092071054,749$332,4300.08%
112AMERICAN FUNDS NEW PERSP6480181095,435$329,3840.08%
113FIRST TR EXCHNG TRADED FD VI33740F8057,534$328,4820.08%
114VANGUARD WHITEHALL FDS9219464062,700$326,6730.08%
115AMERICAN FUNDS EUROPACIF2987061105,531$325,4410.08%
116LOCKHEED MARTIN CORPLMT709$322,5030.08%
117AMERICAN FUNDS GROWTH FU3998741064,506$320,3070.08%
118AMDOCS LTDDOX3,535$319,4580.08%
119EXXON MOBIL CORPXOM2,745$319,0790.08%
120VANGUARD DIVIDEND APPREC9219088286,346$314,6870.07%
121NESTLE S A F6410694062,895$307,4490.07%
122SPDR SER TR78464A64911,958$302,2980.07%
123STARBUCKS CORPSBUX3,307$302,2530.07%
124CONOCOPHILLIPSCOP2,354$299,6160.07%
125ACCENTURE PLC IRELANDACN850$294,6190.07%
126SPDR SER TR78464A4093,944$288,5040.07%
127ISHARES TR4642872422,625$285,9150.07%
128GALLAGHER ARTHUR J & CO3635761091,135$283,6920.07%
129LIGHTSTONE VALUE PLUS RE53227M10718,316$283,1650.07%
130AMERICAN FUNDS INVMT CO4613081085,072$281,5050.07%
131BANK AMERICA CORP0605051047,416$281,2150.07%
132PNC FINL SVCS GROUP INC6934751051,718$277,6020.07%
133PIMCO CA MUNI INTERM VAL72202G33127,646$277,2860.07%
134MICROCHIP TECHNOLOGY INC.MCHPP3,073$275,6840.07%
135AMERICAN FUNDS AMERICAN0240711027,999$270,7720.06%
136ANALOG DEVICES INCADI1,355$268,0720.06%
137VANGUARD GROWTH & INCOME9219131094,293$266,8360.06%
138BLACKROCK DYNAMIC HIGH IBLK30,561$263,4350.06%
139FIRST TR EXCHANGE-TRADED FD33738R1183,770$262,6560.06%
140US BANCORP DELUSB-PS5,797$259,1330.06%
141COSTCO WHSL CORP NEW22160K105346$253,1240.06%
142AMERICAN FUNDS FUNDAMENT3608027713,151$250,4320.06%
143WELLS FARGO BANK 4.75.25949764KV5250,000$249,1260.06%
144AMERICAN FUNDS CAPITAL W1405431093,840$248,9360.06%
145GOLDMAN SACHS BAN 4.6.25NVGLF250,000$248,8400.06%
146WELLS FARGO BANK, 4.4.26949764KT0250,000$248,2320.06%
147BANK OF AMERICA, 4.35.2606051V7A8250,000$247,8700.06%
148WELLS FARGO BANK, 4.2.27949764KU7250,000$247,7150.06%
149CORCEPT THERAPEUTICS INCCORT9,831$247,6430.06%
150ORACLE CORPORCL-PD1,960$246,1960.06%
151GOLDMAN SACHS BANK 4.27NVGLF250,000$246,1910.06%
152INTERNATIONAL BUSINESS MACHSINTR1,289$246,1470.06%
153TEXAS INSTRS INC8825081041,395$243,0230.06%
154FIRST TR EXCHANGE-TRADED FD33738R5064,292$241,0820.06%
155WISDOMTREE TRWT3,121$237,7890.06%
156LAM RESEARCH CORPLRCX240$233,1770.06%
157CISCO SYS INCCSCO4,624$230,7840.05%
158US TREASURY BILL24912797HT7233,000$230,7720.05%
159TRACTOR SUPPLY COTSCO867$226,9110.05%
160US TREASU NT 2.875.06/2591282CEU1230,000$224,3940.05%
161PETROLEO BRASILEIRO SA PETRO71654V40814,570$221,6100.05%
162AMERICAN FUNDS INCOME FU4533201038,943$217,1400.05%
163SPDR SER TR78464A1447,262$211,3970.05%
164VANGUARD SPECIALIZED FUNDS9219088441,150$210,0020.05%
165DIAGEO PLCDGEAF1,406$209,1280.05%
166ADOBE INCADBE413$208,4000.05%
167US TREASURY BILL24912797HR1207,000$205,4290.05%
168FIRST TR EXCHANGE-TRADED FD33739Q7053,753$201,5740.05%
169BANKUNITED, INC. 5.4.24BKU200,000$200,0080.05%
170VISA INCV716$199,8210.05%
171BANK OF AMERICA, NT 5.2406051V7U4200,000$199,7990.05%
172GOLDMAN SACHS BAN 5.1.24NVGLF200,000$199,6160.05%
173FIRST TR EXCHANGE-TRADED FD33738R68812,420$198,0990.05%
174MARKEL GROUP INCMKL130$197,7920.05%
175US TREASU NT 4.125.01/2591282CGG0199,000$197,3830.05%
176VANGUARD DIVIDEND GROWTH9219086045,058$197,3500.05%
177VANGUARD TAX-MANAGED FDS9219438583,896$195,4620.05%
178ADVANCED MICRO DEVICES INCAMD1,073$193,6660.05%
179AMERICAN FUNDS 2030 TRGT02630T71211,447$193,4540.05%
180AMERICAN FUNDS CAPITAL I1401931032,830$193,0890.05%
181OCULAR THERAPEUTIX INCOCUL21,200$192,9200.05%
182ISHARES TR46432F3391,164$191,3030.05%
183AMERICAN FUNDS GROWTH FU3998748252,663$188,6660.04%
184DISNEY WALT CO2546871061,528$186,9980.04%
185TIDAL TR II88636J6598,514$184,5900.04%
186VALE S AVALE15,018$183,0690.04%
187EZCORP INCEZPW16,089$182,2880.04%
188DFA US CORE EQUITY 2 I2332033975,010$178,4120.04%
189ISHARES TR4642877211,297$175,1730.04%
190SPDR SER TR78464A5083,346$167,6350.04%
191LORD ABBETT DIVIDEND GRO5439138187,581$164,8800.04%
192VANGUARD BD INDEX FDS9219378352,268$164,7250.04%
193US TREASURY BILL24912797HG5165,000$164,4210.04%
194VANECK ETF TRUST92189F676718$161,5430.04%
195T. ROWE PRICE BLUE CHIP77954Q106942$160,4860.04%
196SELECT SECTOR SPDR TR81369Y5061,693$159,8360.04%
197JPMORGAN INVESTOR GROWTH4812C28588,372$159,2330.04%
198TIDAL TR II88634T7666,140$156,3860.04%
199DELL TECHNOLOGIES INCDELL1,360$155,1900.04%
200FIDELITY FREEDOM 202531579266311,193$153,1220.04%
201NEUBERGER BERMAN LARGE C6412244073,477$152,7150.04%
202DIREXION SHS ETF TR25461A8414,423$152,6380.04%
203BLUEROCK TOTAL INCOME. R09630D4075,288$152,5060.04%
204DIREXION SHS ETF TR25461A8663,329$152,4350.04%
205SPDR SER TR78464A6645,434$151,8260.04%
206SERVICE PPTYS TR81761L10222,375$151,7030.04%
207NORTHROP GRUMMAN CORPNOC315$150,7780.04%
208GRANITESHARES ETF TR38747R8273,624$150,3960.04%
209SELECT SECTOR SPDR TR81369Y2091,018$150,3890.04%
210FIDELITY SHRT-TERM TRS B31635V21614,411$144,9720.03%
211ISHARES TR4642877391,606$144,3790.03%
212CROWN CASTLE INCCCI1,356$143,5340.03%
213ASPEN AEROGELS INCASPN8,147$143,3870.03%
214VANGUARD INDEX FDS922908744865$140,9410.03%
215DESTINATIONS LARGE CAP E10964R1038,652$139,0450.03%
216AMERICAN FUNDS FUNDAMENT3608021021,737$138,1280.03%
217AEROVIRONMENT INCAVAV900$137,9520.03%
218JPMORGAN CHASE & VAR 28VYLD135,000$137,4030.03%
219ESSA PHARMA INC29668H70816,097$136,6640.03%
220SPDR SER TR78464A8211,564$136,5220.03%
221SUPER MICRO COMPUTER INCSMCI135$136,3540.03%
222DODGE & COX INCOME I25621010510,864$135,2600.03%
223DIREXION SHS ETF TR25460G1611,158$135,1800.03%
224WALMART INCWMT2,238$134,6600.03%
225BLACKROCK HIGH EQUITY INBLK4,524$131,7020.03%
226VERIZON COMMUNICATIONS INCVZ3,129$131,2930.03%
227PROSHARES TR74347R6691,315$130,3950.03%
228EASTMAN CHEM COEMN1,299$130,1860.03%
229JHANCOCK HIGH YIELD A41014P83942,953$130,1490.03%
230INTERFACE INCTILE7,594$127,7310.03%
231ISHARES TR46429B2912,677$127,1040.03%
232UMPQUA BANK, OREG 5.4.2490421MFY4126,000$126,0400.03%
233DIREXION SHS ETF TR25461A8583,689$125,6470.03%
234PIMCO INCOME INSTL72201F49011,837$125,4710.03%
235AMERICAN FUNDS CAPITAL W1405434061,936$125,2100.03%
236BLACK DIAMOND THERAPEUTICS IBDTX24,500$124,2150.03%
237ALTRIA GROUP INCMO2,832$123,5320.03%
238SCHWAB STRATEGIC TR8085246072,507$123,4450.03%
239AMERICAN FDS TAXAWR CNSR02630Y6207,886$123,0270.03%
240SELECT SECTOR SPDR TR81369Y1001,317$122,3360.03%
241SILA REALTY TRUST INC CLSILA16,005$119,7150.03%
242FIDELITY INTERM MUNI INC31638R20411,791$119,3210.03%
243PUBLIC SVC ENTERPRISE GRP IN7445731061,772$118,3340.03%
244APPLIED OPTOELECTRONICS INCAAOI8,500$117,8100.03%
245AMERICAN FUNDS SMALLCAP8316811011,710$117,1110.03%
246GRANITESHARES ETF TR38747R8434,435$116,5520.03%
247FORTINET INCFTNT1,701$116,1950.03%
248EATON VANCE STRATEGIC INETN17,473$114,9710.03%
249MORGAN STANLEY B 5.25.24MS-PQ115,000$114,9320.03%
250MERCK & CO INCMRK869$114,6650.03%
251FIDELITY INTERM TRS BD I31635V25711,941$114,5130.03%
252EVERGY INCEVRG2,137$114,0580.03%
253ISHARES TR464287846890$114,0000.03%
254JPMORGAN CHASE & VAR 29VYLD112,000$113,4220.03%
255SCHWAB STRATEGIC TR8085243001,222$113,3040.03%
256ISHARES TR4642888851,090$113,1310.03%
257SOUTHERN COPPER CORPSCCO1,057$112,5920.03%
258AB RELATIVE VALUE ADVISO01859750016,580$112,5770.03%
259EVERSOURCE ENERGYES1,865$111,4710.03%
260IOVANCE BIOTHERAPEUTICS INCIOVA7,500$111,1500.03%
261US TREASURY BILL24912797GW1113,000$110,0650.03%
262WELLS FARGO BANK 4.75.25949764LA0110,000$109,6180.03%
263SELECT SECTOR SPDR TR81369Y6052,586$108,9220.03%
264SPDR DOW JONES INDL AVERAGE78467X109272$108,1910.03%
265VANGUARD INTL EQUITY INDEX F9220428582,573$107,4740.03%
266BLACKROCK ETF TRUSTBLK2,412$107,0930.03%
267VANGUARD TOTAL STOCK MKT922908728837$105,9210.02%
268MAIN STR CAP CORP56035L1042,235$105,7380.02%
269VANGUARD TARGET RETIREME92202E8882,841$105,3600.02%
270FRANKLIN INCOME A135349630044,669$104,9720.02%
271VANGUARD INDEX FDS922908629420$104,9410.02%
272US TREASURY BILL24912797JU2105,000$103,1530.02%
273FIRST TR EXCHANGE-TRADED FD33738D1013,481$102,7940.02%
274LOWES COS INC548661107403$102,6650.02%
275ISHARES TR46434V6211,755$101,8950.02%
276FIDELITY ADVISOR NEW INS3160712082,704$101,8730.02%
277CVR PARTNERS LPUAN1,295$101,7740.02%
278FIRST TR EXCHNG TRADED FD VI33740F7553,625$101,3550.02%
279LANTERN PHARMA INCLTRN11,500$101,2000.02%
280PROSHARES TR74347X8641,431$100,9570.02%
281WELLS FARGO BANK 5.35.25949764GX6100,000$100,6380.02%
282US TREASURY BILL24912797HS9101,000$100,1290.02%
283ALLY BANK CORP., 5.05 2402007GT86100,000$99,9650.02%
284FIRST HORIZON BAN 5.3.24FHN-PH100,000$99,9620.02%
285MORGAN STANLEY B 5.15.24MS-PQ100,000$99,9400.02%
286COINBASE GLOBAL INCCOIN376$99,6850.02%
287FORD MTR CO DEL3453708607,484$99,3920.02%
288TEEKAY TANKERS LTDTNK1,698$99,1800.02%
289PATIENT OPPORTUNITY I00777X6112,629$98,8380.02%
290ISHARES TR4642885881,067$98,6120.02%
291FIRST TR STOXX EUROPEAN SELE33735T1098,277$97,8890.02%
292VIKING THERAPEUTICS INCVKTX1,193$97,8260.02%
293US TREASUR NT 1.5.02/2591282CDZ1100,000$96,9060.02%
294BROADCOM INCAVGO73$96,7550.02%
295ISHARES TR46432F8341,424$96,6330.02%
296VANGUARD WINDSOR II ADMI9220183041,166$96,5870.02%
297ETFIS SER TR I26923G7722,312$95,2550.02%
298US TREASUR NT 3.25.08/2491282CFG196,000$95,1900.02%
299ISHARES TR46435U8532,597$95,0240.02%
300WELLS FARGO BANK, 5.3.24949764EK695,000$94,9580.02%
301ISHARES TR4642894201,235$94,2550.02%
302TIDAL TR II88636J8405,634$93,8620.02%
303DEERE & CODE227$93,2380.02%
304CERAGON NETWORKS LTDCRNT28,700$91,8400.02%
305PRIMECAP ODYSSEY AGGRESS74160Q2022,043$91,7680.02%
306PIMCO ETF TR72201R8821,155$91,5340.02%
307BARINGS BDC INCBBDC9,822$91,3450.02%
308ISHARES TR46435G425794$91,2780.02%
309VANGUARD CHARLOTTE FDS92203J4071,855$91,2470.02%
310ISHARES TR4642873091,077$90,9420.02%
311OPERA LTDOPRA5,700$90,1170.02%
312AXOS BANK 5 2405465DBM989,000$88,9270.02%
313DIREXION SHS ETF TR25460G1381,608$87,6500.02%
314ISHARES TR464287804785$86,7580.02%
315FIRST TR EXCHANGE-TRADED FD33739Q2001,784$86,0960.02%
316BEAL BANK USA 5.3.2407371DB8986,000$86,0040.02%
317VANGUARD LIFESTRATEGY GR9219095031,943$85,4100.02%
318US TREASU NT 0.375.08/2491282CCT687,000$85,4100.02%
319MODINE MFG CO607828100893$85,0050.02%
320FIRST TR EXCHNG TRADED FD VI33740F5405,838$84,3590.02%
321AMERICAN FUNDS NEW WORLD6492801041,066$84,0490.02%
322COLUMBIA SMALL CAP VALUE19765N5671,599$83,1190.02%
323ISHARES TR4642888771,525$82,9600.02%
324ARDMORE SHIPPING CORPASC5,019$82,4120.02%
325ETFIS SER TR I26923G4004,402$82,2750.02%
326ISHARES TR4642885131,046$81,3060.02%
327ISHARES TR464287408432$80,7020.02%
328T. ROWE PRICE COMM & TEC741454102588$80,4280.02%
329VANGUARD SHORT-TERM CORP92206C6073,802$79,7210.02%
330CYBERARK SOFTWARE LTDM2682V108300$79,6890.02%
331DIREXION SHS ETF TR25459W5653,027$78,9440.02%
332SMART GLOBAL HLDGS INCPENG2,975$78,3020.02%
333JANUS HENDERSON RESEARCH4710238531,027$77,9780.02%
334ISHARES TR46435G4742,902$77,9480.02%
335FIDELITY 500 INDEX315911750423$77,3740.02%
336FIDELITY INTERNATIONAL I3159117271,531$76,7060.02%
337ARIS WATER SOLUTIONS INC04041L1065,400$76,4100.02%
338CHARLES SCHWAB B 5.45.2415987UCF376,000$76,0690.02%
339CRISPR THERAPEUTICS AGCRSP1,114$75,9300.02%
340PNC BANK, NTNL A 5.35.2469355NEU575,000$74,9970.02%
341WELLS FARGO BANK, 5.1.24949764CA075,000$74,9640.02%
342BRAINSWAY LTDBRSYF14,149$74,8480.02%
343ISHARES TR46434V4071,751$74,5050.02%
344AMERICAN FUNDS EUROPACIF29875E1001,270$74,4280.02%
345VANGUARD HIGH DIVIDEND Y9219467862,026$73,9760.02%
346MORGAN STANLEY BA 5.1.24MS-PQ74,000$73,9640.02%
347FORESTAR GROUP INCFOR1,840$73,9500.02%
348AMERICAN FUNDS AMERICAN0240714092,169$73,3420.02%
349AMERICAN FUNDS AMERICAN0240713002,179$73,2080.02%
350US TREASUR NT 2.02/25UNTCW75,000$72,9960.02%
351SALESFORCE INCCRM241$72,5840.02%
352AMERICAN FUNDS CAPITAL W1405433071,132$72,5460.02%
353SCHWAB STRATEGIC TR808524797892$71,9220.02%
354ISHARES TR46434V4561,810$71,7850.02%
355MORGAN STANLEY 0.27MS-PQ50,000$70,5930.02%
356FEDERATED HERMES INTERMEFHI8,334$70,2530.02%
357SPDR GOLD TRGLD341$70,1510.02%
358AMERICAN FUNDS AMCAP F30233757771,645$69,9760.02%
359IMPINJ INCPI544$69,8550.02%
360CONSTRUCTION PARTNERS INCROAD1,243$69,7940.02%
361BLACKROCK ETF TRUST IIBLK1,329$69,7190.02%
362ARES CAPITAL CORPARCC3,340$69,5440.02%
363FIRST TR LRG CP VL ALPHADEX33735J101909$69,4290.02%
364WISDOMTREE TRWT1,681$69,0890.02%
365FRANKLIN GROWTH OPPORTUN3547136871,417$68,7580.02%
366INVESCO CORPORATE BOND AIVZ10,857$67,6400.02%
367VALLEY NTNL BANK 5.5.24919853KH367,000$67,0050.02%
368BANKUNITED, INC. 5.1.24BKU67,000$66,9820.02%
369US TREASURY BILL24912797FH567,000$66,5600.02%
370GOLDMAN SACHS BDC INCGSBD4,418$66,1820.02%
371BANK OF AMERICA, 5.45.2406051V4L766,000$66,0500.02%
372THIRD FEDERAL SAV 5.2.2488413QFD566,000$65,9890.02%
373ARDELYX INCARDX9,000$65,7000.02%
374GLOBAL X FDS37954Y4833,657$65,4970.02%
375T. ROWE PRICE LRG CP GR45775L408879$65,3070.02%
376HERCULES CAPITAL INCHCXY3,502$64,6120.02%
377VANGUARD MID-CAP VALUE I921937694798$64,5040.02%
378FRANKLIN GROWTH A353496508474$64,4080.02%
379GLOBAL X FDS37954Y4751,573$64,1630.02%
380CUBESMARTCUBE1,412$63,8510.02%
381AMERICAN FUNDS MODERATE02630Y2653,618$63,7880.02%
382US TREASUR NT 3.06/24UNTCW64,000$63,6400.02%
383FIRST TR EXCHANGE-TRADED FD33733E104743$63,6380.02%
384CITIGROUP INCC-PR1,000$63,2400.01%
385SABINE RTY TR7856881021,000$63,2100.01%
386DIMENSIONAL ETF TRUST25434V7081,960$62,6150.01%
387BLACKROCK SUSTAINABLE BABLK2,377$62,0740.01%
388MFS INTERNATIONAL EQUITY5529668061,780$61,4250.01%
389EATON CORP PLCETN196$61,2850.01%
390AMERICAN CENTURY ONE CHO02507F5064,382$60,9920.01%
391NURIX THERAPEUTICS INCNRIX4,135$60,7850.01%
392AMERICAN FUNDS EUROPACIF2987061021,034$60,7360.01%
393RHYTHM PHARMACEUTICALS INCRYTM1,400$60,6620.01%
394VANGUARD SHORT-TERM INVE9220318365,940$60,5860.01%
395WELLS FARGO BANK 5.45.24949764GW860,000$60,0400.01%
396MORGAN STANLEY B 5.35.25MS-PQ59,000$59,3140.01%
397T D K CORP F8723514081,200$58,9680.01%
398DIAMOND HILL SHORT DUR S25264S5445,971$58,2140.01%
399PLAINS ALL AMERN PIPELINE L7265031053,285$57,6850.01%
400LORD ABBETT SHORT DURATI54391668814,978$57,5170.01%
401SPDR SER TR78464A763437$57,3520.01%
402HARTFORD CORE EQUITY F41664T6771,114$57,0440.01%
403VANGUARD SCOTTSDALE FDS92206C870707$56,9210.01%
404FIRST TR EXCH TRD ALPHDX FD33737J1741,006$56,4570.01%
405TJX COS INC NEW872540109556$56,4260.01%
406SERVICENOW INCNOW74$56,4180.01%
407MORGAN STANLEY FIN 0.27MS-PQ50,000$56,2730.01%
408MIDCAP FINANCIAL INVSTMNT CO03761U5023,741$56,2650.01%
409AT&T INCT-PC3,187$56,1000.01%
410VANGUARD LONG-TERM INVES9220317787,087$55,9870.01%
411WELLS FARGO BANK, 4.9.25949764LX056,000$55,8820.01%
412CARLYLE SECURED LENDING INCCGBD3,390$55,1890.01%
413ENTERPRISE PRODS PARTNERS L2937921071,890$55,1500.01%
414AMERICAN FUNDS AMERICAN0240718211,627$55,0240.01%
415REDWOOD MANAGED MUNICIPARWTQ3,853$54,4420.01%
416BLACKROCK FLOATING RATE09260B7475,584$54,3310.01%
417PENNANTPARK INVT CORP7080621047,878$54,2010.01%
418FIRST TR EXCHANGE-TRADED FD33733E302264$54,1440.01%
419KEYCORP4932671083,415$53,9910.01%
420BEAMR IMAGING LTDBMR8,361$53,9280.01%
421FIDELITY LARGE CAP STOCK3159124021,065$53,6950.01%
422MEDTRONIC PLCMDT613$53,4230.01%
423T. ROWE PRICE TAX-FREE H7414861044,828$53,2030.01%
424BLUE OWL CAPITAL CORPORATIONOWL3,438$52,8760.01%
425PLAINS GP HLDGS L PPAGP2,893$52,7970.01%
426RESOURCES CONNECTION INCRGP4,000$52,6400.01%
427FIRST TR EXCHANGE-TRADED FD33738D8042,793$52,4250.01%
428DFA US VECTOR EQUITY I2332033891,987$52,2790.01%
429RUSSELL INV TAX-MANAGED782493720670$52,1580.01%
430ACM RESH INC00108J1091,781$51,8980.01%
431ISHARES INC46434G764898$51,6980.01%
432MFS UTILITIES A5529863092,497$51,4690.01%
433PROSHARES TR74347R693847$51,4470.01%
434INVESCO CORE PLUS BOND AIVZ5,599$51,3950.01%
435ISHARES TR46435G524762$51,3280.01%
436HARDING LOEVNER INTERNAT4122951071,939$51,1430.01%
437FIRST TR EXCHANGE-TRADED FD33739G1031,010$51,0810.01%
438SCHWAB STRATEGIC TR8085248051,308$51,0380.01%
439TRINITY CAP INCTRINZ3,472$50,9690.01%
440EQUINIX INCEQIX61$50,3450.01%
441EATON VANCE TAX ADVT DIV INCETN2,129$50,2440.01%
442GUGGENHEIM STRATEGIC OPPORTUGOF3,504$50,1770.01%
443MORGAN STANLEY PV 5.4.24MS-PQ50,000$50,0070.01%
444WOORI AMERICA BAN 5.4.24981059CT350,000$50,0020.01%
445REDWOOD MANAGED VOLATILIRWTQ4,487$49,9430.01%
446SPOK HLDGS INCSPOK3,126$49,8600.01%
447FIRST TR EXCHANGE TRAD FD VI33740Y1011,704$49,0580.01%
448ISHARES TR464288646952$48,8190.01%
449CITIGROUP INC. 0.25C-PR45,000$48,7530.01%
450AMERICAN FUNDS WASHINGTO939330106783$48,7380.01%
451ISHARES TR46432F388447$48,4150.01%
452LINDE PLCLIN104$48,3180.01%
453AMERICAN FUNDS WASHINGTO939330825775$48,1550.01%
454AMERICAN FUNDS AMERICAN0265471095,010$47,9470.01%
455FRANKLIN FEDERAL INTERM-3547232154,251$47,9460.01%
456AMERICAN FUNDS CAPITAL W140543828737$47,7260.01%
457ISHARES U S ETF TR46431W507945$47,6850.01%
458EURONAV NV XXXB389900142,862$47,5950.01%
459WESTERN ASSET CORE PLUS9576634535,079$47,5910.01%
460ISHARES TR464287796950$46,9300.01%
461JHANCOCK BOND A4102231013,465$46,5410.01%
462MORGAN STANLEY FIN 0.25MS-PQ34,000$46,5310.01%
463PRUDENTIAL FINL INCPUKPF394$46,2560.01%
464ISHARES TR46429B3331,064$46,1670.01%
465PGIM JENNISON INTERNATIO7439696771,485$45,8720.01%
466BLACKROCK SCIENCE & TECHNOLOBLK1,242$45,8550.01%
467ISHARES S&P 500 INDEX IN06692356674$45,8340.01%
468JPMORGAN CHASE FI VAR 28VYLD45,000$45,8280.01%
469BOFA FIN LLC VAR 2709709UP5146,000$45,5080.01%
470BOFA FIN LLC VAR 2709709U4H845,000$45,2250.01%
471SPDR SER TR78464A201518$45,1850.01%
472FIRST TR EXCH TRD ALPHDX FD33737J1821,961$44,8480.01%
473KEYSIGHT TECHNOLOGIES INCKEYS285$44,5680.01%
474NORWEGIAN CRUISE LINE HLDG LNCLH2,120$44,3720.01%
475BOFA FIN LLC VAR 3209709T6N650,000$44,0000.01%
476DUOS TECHNOLOGIES GROUP INCDUOT10,135$43,9860.01%
477VANGUARD INDEX FDS922908637183$43,8760.01%
478COHEN & STEERS INFRASTRUCTUR19248A1091,828$43,0860.01%
479INVESCO CORE BOND AIVZ7,622$42,9870.01%
480VANGUARD BD INDEX FDS921937827560$42,9350.01%
481WISDOMTREE TRWT1,101$42,8180.01%
482FIDELITY SELECT SEMICOND3163908631,377$42,4420.01%
483FIRST EAGLE GLOBAL A32008F507630$42,3090.01%
484PIONEER NAT RES CO723787107161$42,2630.01%
485SURGEPAYS INCSURG10,952$42,1650.01%
486UBS AG JERSEY BRANCHUSML544$41,9700.01%
487WELLS FARGO BANK, 4.9.24949764KC742,000$41,8960.01%
488WELLS FARGO BANK 4.85.25949764LS142,000$41,8910.01%
489BLACKROCK TCP CAPITAL CORPTCPC4,002$41,7410.01%
490PIMCO CORPORATE & INCOME OPPPTY2,797$41,5910.01%
491PIMCO DYNAMIC INCOME FD72201Y1012,151$41,4930.01%
492NEUROCRINE BIOSCIENCES INCNBIX300$41,3760.01%
493COLUMBIA DISCIPLINED COR19763T6402,829$41,3650.01%
494BANK OF MONTREAL9.1. 27F06368GR9041,000$41,2950.01%
495CREXENDO INCCXDO8,547$41,1110.01%
496WELLS FARGO BANK 5.15.25949764ML541,000$41,0090.01%
497QUANEX BLDG PRODS CORP7476191041,064$40,8900.01%
498SELECT SECTOR SPDR TR81369Y308533$40,7000.01%
499SCORPIO TANKERS INCSTNG566$40,4970.01%
500AUDIOEYE INCAEYE4,039$40,4300.01%