Buck Wealth Strategies
Latest statistics and disclosures from Buck Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, SGOV, AGG, VNLA, and represent 17.88% of Buck Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: VNLA, QQQ, PULS, SGOV, TLT, MRK, XOM, CSCO, AGG, KO.
- Reduced shares in these 10 stocks: , CVS (-$5.4M), , , , PFE, AMZN, BRK.B, NOC, SHY.
- Sold out of its positions in AGCO, AMC, T, ARKK, ARKQ, ARKG, ARKF, ASTS, ABT, ABBV.
- Buck Wealth Strategies was a net buyer of stock by $4.5M.
- Buck Wealth Strategies has $270M in assets under management (AUM), dropping by 8.51%.
- Central Index Key (CIK): 0001973259
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Portfolio Holdings for Buck Wealth Strategies
Buck Wealth Strategies holds 62 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Sp500 Etf (IVV) | 4.5 | $12M | 26k | 477.64 |
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| Apple (AAPL) | 3.4 | $9.3M | 48k | 192.53 |
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| Ishares Tr 0 3 Mnth Treasry (SGOV) | 3.4 | $9.2M | +56% | 92k | 100.27 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.3 | $8.9M | +26% | 90k | 99.25 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 3.2 | $8.6M | +117% | 178k | 48.32 |
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| Merck & Co (MRK) | 3.0 | $8.1M | +31% | 74k | 109.02 |
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| Amazon (AMZN) | 3.0 | $8.1M | -3% | 53k | 151.94 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $8.0M | +11% | 47k | 170.10 |
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| Verizon Communications (VZ) | 2.9 | $7.9M | +22% | 209k | 37.70 |
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| Waste Management (WM) | 2.9 | $7.8M | +10% | 43k | 179.10 |
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| Cisco Systems (CSCO) | 2.9 | $7.7M | +33% | 153k | 50.52 |
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| Coca-Cola Company (KO) | 2.8 | $7.6M | +29% | 128k | 58.93 |
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| Microchip Technology (MCHP) | 2.8 | $7.5M | +19% | 84k | 90.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $7.5M | +14% | 54k | 139.69 |
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| Amgen (AMGN) | 2.8 | $7.5M | +12% | 26k | 288.03 |
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| Intuit (INTU) | 2.8 | $7.4M | +27% | 12k | 625.00 |
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| Visa Com Cl A (V) | 2.7 | $7.2M | +18% | 28k | 260.36 |
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| Ishares Tr 0 5 Yr Tips Etf (STIP) | 2.7 | $7.2M | +3% | 73k | 98.59 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.6 | $7.1M | +87% | 145k | 49.39 |
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| Watsco, Incorporated (WSO) | 2.6 | $7.1M | +4% | 17k | 428.56 |
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| Microsoft Corporation (MSFT) | 2.6 | $7.0M | 19k | 376.05 |
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| Procter & Gamble Company (PG) | 2.5 | $6.9M | +20% | 47k | 146.54 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $6.8M | +39% | 68k | 99.98 |
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| Ishares Tr Core Sp Scp Etf (IJR) | 2.5 | $6.8M | +3% | 63k | 108.25 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.5 | $6.7M | +79% | 67k | 98.88 |
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| UnitedHealth (UNH) | 2.4 | $6.5M | +14% | 12k | 526.53 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $6.3M | +2% | 27k | 232.64 |
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| Wal-Mart Stores (WMT) | 2.1 | $5.7M | 36k | 157.64 |
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| Ishares Tr Tips Bd Etf (TIP) | 2.1 | $5.6M | +4% | 52k | 107.49 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 2.1 | $5.6M | +4% | 187k | 29.78 |
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| Lockheed Martin Corporation (LMT) | 2.1 | $5.5M | 12k | 453.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.9 | $5.3M | 98k | 53.82 |
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| Ishares Tr Sp 500 Grwt Etf (IVW) | 1.7 | $4.7M | 63k | 75.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.7M | +7246% | 12k | 409.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $4.7M | 24k | 191.17 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $3.3M | +4% | 66k | 50.23 |
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| Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.4M | +2% | 49k | 47.90 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.2M | +4% | 53k | 41.10 |
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| Prudential Financial (PRU) | 0.2 | $643k | -4% | 6.2k | 103.71 |
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| Eaton Corp SHS (ETN) | 0.2 | $616k | -4% | 2.6k | 240.79 |
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| Caterpillar (CAT) | 0.2 | $616k | -2% | 2.1k | 295.63 |
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| McDonald's Corporation (MCD) | 0.2 | $612k | +3% | 2.1k | 296.51 |
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| 3M Company (MMM) | 0.2 | $611k | 5.6k | 109.30 |
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| Packaging Corporation of America (PKG) | 0.2 | $597k | -8% | 3.7k | 162.99 |
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| Pfizer (PFE) | 0.2 | $589k | -87% | 21k | 28.79 |
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| Tesla Motors (TSLA) | 0.2 | $589k | -2% | 2.4k | 248.49 |
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| Paychex (PAYX) | 0.2 | $563k | -3% | 4.7k | 119.12 |
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| Southern Company (SO) | 0.2 | $561k | -3% | 8.0k | 70.12 |
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| Lyondellbasell Industries N Shs A (LYB) | 0.2 | $561k | -2% | 5.9k | 95.08 |
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| Consolidated Edison (ED) | 0.2 | $557k | -3% | 6.1k | 90.97 |
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| Alliant Energy Corporation (LNT) | 0.2 | $552k | -3% | 11k | 51.30 |
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| United Parcel Service CL B (UPS) | 0.2 | $540k | +3% | 3.4k | 157.24 |
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| Cal Maine Foods Com New (CALM) | 0.2 | $539k | -5% | 9.4k | 57.38 |
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| Us Bancorp Del Com New (USB) | 0.2 | $530k | -3% | 12k | 43.28 |
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| Costco Wholesale Corporation (COST) | 0.1 | $352k | +36% | 532.00 | 661.26 |
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| Lululemon Athletica (LULU) | 0.1 | $333k | +40% | 651.00 | 511.29 |
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| Bank of Hawaii Corporation (BOH) | 0.1 | $316k | 4.4k | 72.47 |
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| Chevron Corporation (CVX) | 0.1 | $312k | 2.1k | 149.21 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $246k | 730.00 | 337.36 |
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| Exelixis (EXEL) | 0.1 | $240k | 10k | 23.99 |
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| Novo Nordisk A S Adr (NVO) | 0.1 | $221k | +78% | 2.1k | 103.45 |
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| Quaker Chemical Corporation (KWR) | 0.1 | $209k | +90% | 977.00 | 213.51 |
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Past Filings by Buck Wealth Strategies
SEC 13F filings are viewable for Buck Wealth Strategies going back to 2022
- Buck Wealth Strategies 2023 Q4 filed Jan. 23, 2024
- Buck Wealth Strategies 2023 Q1 filed Nov. 6, 2023
- Buck Wealth Strategies 2023 Q2 filed Nov. 6, 2023
- Buck Wealth Strategies 2023 Q3 filed Nov. 6, 2023
- Buck Wealth Strategies 2022 Q3 filed Oct. 30, 2023