Tucker Asset Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $939 Billion distributed in 1601 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cash Balance with a value of $497B, Spdr S&P 500 ETF Trust with a value of $110B, First Tr Enhanced Traded Fd Iv with a value of $60.7B, Invesco Qqq Trust, Series 1 with a value of $35.1B, and Invesco S&P 500 Equal Weight E with a value of $32.7B.
Examining the 13F form we can see an increase of $506B in the current position value, from $433B to 939B.
Also it can be appreciated an additional of 283 stocks purchases and 5 closed positions.
Tucker Asset Management LLC is based out at Littleton, CO
Below you can find more details about Tucker Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$939 Billion
ETFs: $325 Billion
Technology: $23 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $5.92 Billion
Financial Services: $4.88 Billion
Industrials: $4.23 Billion
Consumer Defensive: $4.2 Billion
Energy: $1.8 Billion
Other: $3.93 Billion
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Fidelity Advisor Focused Emerging Markets I
-
$2.56 Million
0.0% of portfolio
-
Q4 2024Added 22.06%
Fidelity Advisor Diversified Intl I
-
$5.33 Million
0.0% of portfolio
-
Q4 2024Added 6.06%
Fidelity Capital Income
-
$1,000
0.0% of portfolio
-
Q4 2024New
Fidelity Advisor New Insights A
-
$28.6 Million
0.0% of portfolio
-
Q4 2024Added 5.19%
Fidelity Advisor New Insights C
-
$27.9 Million
0.0% of portfolio
-
Q4 2024Added 7.11%
Fidelity Advisor New Insights I
-
$701,000
0.0% of portfolio
-
Q4 2024New
Fidelity Mid Cap Index
-
$2.97 Million
0.0% of portfolio
-
Q4 2024New
Fidelity Balanced
-
$8.91 Million
0.0% of portfolio
-
Q4 2024New
Fidelity Large Cap Growth Idx
-
$4.99 Million
0.0% of portfolio
-
Q4 2024New
First Eagle Global A
-
$3.54 Million
0.0% of portfolio
-
Q4 2024New
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