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CIK: 0001870012
Total reported value
$404.8M
$404.8M
1601 檔
181.8%
During the Q4 2024 filing period, Tucker Asset Management LLC (CIK: 0001870012) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $404.8M across 1601 reported positions.
During Q4 2024, Tucker Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1601 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 52.94% | — | — | ||
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.74% | +1.92% | +15.76% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.47% | -9.40% | -15.32% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.74% | +2.88% | +6.03% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.48% | +0.47% | -0.91% | |
| 6 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 1.70% | — | -1.05% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.14% | +5.64% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.26% | -0.33% | +169.60% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 0.97% | -0.43% | -19.06% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.94% | — | -11.06% | |
| 11 | AMRX | Amneal Pharmaceuticals Inc | Stock-Other | 0.94% | +0.56% | — | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | — | -10.83% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.91% | -0.52% | -21.70% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | +1.18% | -9.94% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.18% | -10.27% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.03% | +2.55% | |
| 17 | SNAXX | Schwa Prime Adv Money Fd-ult | Stock-Other | 0.31% | — | +1.39% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.05% | +20.01% | |
| 19 | SUTXX | Schwab US Treasury Money-ult | Stock-Other | 0.21% | — | -12.27% | |
| 20 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.18% | +0.09% | +11.54% | |
| 21 | SNVXX | Schwab Govt Mny Fnd-inv | Stock-Other | 0.18% | — | +34.84% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.05% | -7.82% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.04% | -6.47% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.14% | +0.05% | NEW | |
| 25 | FWGIX | Af Cap Wlrd Gr & Inc-f3 | Stock-Other | 0.14% | — | +6.60% | |
| 26 | SNSXX | Schwab US Treasury Money-inv | Stock-Other | 0.13% | — | -22.21% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.12% | +0.06% | +8.32% | |
| 28 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.12% | — | -15.99% | |
| 29 | AFMBX | American Balanced Fund-f3 | Stock-Other | 0.11% | — | +4.43% | |
| 30 | BIICX | Blckrck Multi-asst Inc-i | Stock-Other | 0.11% | — | -57.53% | |
| 31 | AFMFX | Amer Fnds Mutual Fnd-f3 | Stock-Other | 0.10% | — | +4.24% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.01% | -9.49% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.09% | -0.10% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -30.23% | |
| 35 | B 0 04-10-25Bond | Treasury Bill | Bond | 0.08% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | -0.02% | +13.21% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | -11.80% | |
| 38 | FWMIX | Amer Fnd Wash Mut Inv-f3 | Stock-Other | 0.07% | — | -2.90% | |
| 39 | GAFFX | Amer Fnd Grw Fd Of Am-f3 | Stock-Other | 0.07% | — | +6.64% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.04% | -14.88% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.03% | +0.65% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | +0.21% | NEW | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | +0.05% | +66.82% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.06% | -0.02% | -16.17% | |
| 45 | JPM 17.5 10-23-29Bond | Jpmorgan Chase Financial | Bond | 0.06% | — | — | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.06% | -0.04% | -19.34% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.05% | -0.05% | -16.88% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.05% | — | -12.43% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.05% | +0.01% | -0.90% | |
| 50 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.05% | +0.18% | +2742.46% |
According to official SEC Form 13F filings, Tucker Asset Management LLC reported a total U.S. public equity portfolio value of $404.8M across 1601 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including , SPY, FTSM) accounted for 181.8% of total reported equity market value during Q4 2024.
During Q4 2024, Tucker Asset Management LLC's top holdings by market value included (52.9%)、SPY (11.7%)、FTSM (6.5%). The largest single position, , represented 52.9% of total portfolio value.
In Q4 2024, Tucker Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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