Tucker Asset Management LLC Purchases in Q4 2024

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Parnassus Core Equity Investor
63
New
N/A
63 $3.75M
ZTS
Zoetis Inc.

Healthcare
28
+ 107.69%
$162.24 - $194.42 $4.54K - $5.44K
54 $8.8M
RFEM
First Trust Iii Riverfront Dyn

ETFs
77
+ 31.17%
$62.89 - $68.65 $4.84K - $5.29K
324 $20.5M
GLDM
World Gold Trust

ETFs
71
+ 45.22%
$50.76 - $55.23 $3.6K - $3.92K
228 $11.9M
Nuveen Core Bond I
402
New
N/A
402 $3.63M
HYG
Ishares Tr

ETFs
57
+ 10.61%
$78.09 - $80.04 $4.45K - $4.56K
594 $46.7M
T
At&T Inc.

Communication Services
124
+ 12.49%
$21.22 - $23.88 $2.63K - $2.96K
1.12K $25.4M
CEG
Constellation Energy Corp

Utilities
16
New
$224.28 - $285.52 $3.59K - $4.57K
16 $3.58M
INTC
Intel Corp

Technology
250
+ 58.41%
$19.07 - $26.23 $4.77K - $6.56K
678 $13.6M
First Eagle Global A
53
New
N/A
53 $3.54M
NWE
Northwestern Corp

Utilities
90
+ 24.39%
$50.44 - $57.24 $4.54K - $5.15K
459 $24.5M
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 2.34%
$112.15 - $127.2 $1.46K - $1.65K
569 $68.8M
SPGI
S&P Global Inc.

Financial Services
7
+ 87.5%
$480.36 - $529.17 $3.36K - $3.7K
15 $7.47M
Putnam Large Cap Value A
123
+ 36.61%
N/A
459 $15.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
31
+ 193.75%
$114.08 - $125.68 $3.54K - $3.9K
47 $5.33M
Polen Growth Investor
80
+ 5.24%
N/A
1.61K $72.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 53.85%
$370.24 - $418.94 $2.59K - $2.93K
20 $8.03M
RKLB
Rocket Lab Usa, Inc.

Industrials
123
New
$9.23 - $28.44 $1.14K - $3.5K
123 $3.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
765
+ 233.94%
$22.01 - $66.82 $16.8K - $51.1K
1.09K $24.8M
FNDC
Schwab Fundamental Intl Small

ETFs
99
+ 116.47%
$33.92 - $38.03 $3.36K - $3.76K
184 $6.28M
ENB
Enbridge Inc

Energy
71
New
$40.4 - $43.92 $2.87K - $3.12K
71 $3.01M
FTHI
First Trust Exchange Traded Fd

ETFs
128
New
$22.89 - $24.02 $2.93K - $3.07K
128 $2.98M
Fidelity Mid Cap Index
88
New
N/A
88 $2.97M
GD
General Dynamics Corp

Industrials
18
+ 39.13%
$260.28 - $314.03 $4.69K - $5.65K
64 $16.9M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
32
+ 54.24%
$91.39 - $113.27 $2.92K - $3.62K
91 $8.6M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
209
+ 22.4%
N/A
1.14K $23.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
17
+ 2.54%
$55.73 - $66.16 $947 - $1.12K
687 $41.5M
EWA
Ishares Msci Australia ETF

ETFs
132
+ 113.79%
$23.77 - $26.95 $3.14K - $3.56K
248 $5.92M
XLB
Select Sector Spdr Fd Material

ETFs
211
+ 17.15%
$83.8 - $97.58 $17.7K - $20.6K
1.44K $121M
BAH
Booz Allen Hamilton Holding Corp

Industrials
26
+ 130.0%
$128.36 - $186.0 $3.34K - $4.84K
46 $5.92M
SCHP
Schwab Strategic Us Tips ETF

ETFs
154
+ 320.83%
$25.74 - $53.78 $3.96K - $8.28K
202 $5.22M
Dfa Global Core Plus Fixed Income Instl
290
New
N/A
290 $2.63M
AWK
American Water Works Company, Inc.

Utilities
25
+ 92.59%
$123.83 - $146.07 $3.1K - $3.65K
52 $6.47M
TNA
Direxion Daily Small Cap Bull

ETFs
67
+ 57.26%
$41.4 - $56.28 $2.77K - $3.77K
184 $7.71M
NFTY
First Tr Alphadex Fd Ii India
52
+ 110.64%
N/A
99 $5.54M
Driehaus Emerging Markets Growth Instl
67
New
N/A
67 $2.47M
IRM
Iron Mountain Inc

Real Estate
47
+ 26.11%
$101.62 - $128.14 $4.78K - $6.02K
227 $23.9M
FSK
Fs Kkr Capital Corp

Financial Services
46
+ 6.26%
$19.71 - $22.22 $907 - $1.02K
781 $17M
ADP
Automatic Data Processing Inc

Industrials
6
+ 14.63%
$280.08 - $307.97 $1.68K - $1.85K
47 $13.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
64
+ 8.86%
$40.15 - $42.9 $2.57K - $2.75K
786 $31.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
15
+ 13.27%
$95.27 - $107.82 $1.43K - $1.62K
128 $13.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
36
New
$59.58 - $67.31 $2.14K - $2.42K
36 $2.28M
FXU
First Tr Exchange Traded Fd Ut

ETFs
58
New
$37.15 - $41.12 $2.15K - $2.38K
58 $2.19M
MARB
First Tr Exchange Traded Fd Ii

ETFs
106
+ 216.33%
$19.62 - $19.93 $2.08K - $2.11K
155 $3.08M
EXC
Exelon Corp

Utilities
50
New
$36.22 - $40.97 $1.81K - $2.05K
50 $1.88M
Champlain Mid Cap Institutional
78
New
N/A
78 $1.87M
STLA
Stellantis N.V.

Consumer Cyclical
141
New
$12.37 - $13.99 $1.74K - $1.97K
141 $1.84M
ICVT
Ishares Tr Convertible Bond Et

ETFs
18
+ 8.57%
$83.09 - $89.28 $1.5K - $1.61K
228 $19.4M
GIS
General Mills Inc

Consumer Defensive
28
New
$62.78 - $74.62 $1.76K - $2.09K
28 $1.79M
Activity Summary
Buys All Purchases 732 New Holdings 283 Increased Positions 449 Sells All Sells 277 Reductions 272 Sold out 5 Options Calls 0 Puts 0
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