Buck Wealth Strategies

Buck Wealth Strategies as of Dec. 31, 2023

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
Apple (AAPL) 3.4 $9.3M 48k 192.53
Ishares Tr 0 3 Mnth Treasry (SGOV) 3.4 $9.2M 92k 100.27
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $8.9M 90k 99.25
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.2 $8.6M 178k 48.32
Merck & Co (MRK) 3.0 $8.1M 74k 109.02
Amazon (AMZN) 3.0 $8.1M 53k 151.94
JPMorgan Chase & Co. (JPM) 3.0 $8.0M 47k 170.10
Verizon Communications (VZ) 2.9 $7.9M 209k 37.70
Waste Management (WM) 2.9 $7.8M 43k 179.10
Cisco Systems (CSCO) 2.9 $7.7M 153k 50.52
Coca-Cola Company (KO) 2.8 $7.6M 128k 58.93
Microchip Technology (MCHP) 2.8 $7.5M 84k 90.18
Alphabet Cap Stk Cl A (GOOGL) 2.8 $7.5M 54k 139.69
Amgen (AMGN) 2.8 $7.5M 26k 288.03
Intuit (INTU) 2.8 $7.4M 12k 625.00
Visa Com Cl A (V) 2.7 $7.2M 28k 260.36
Ishares Tr 0 5 Yr Tips Etf (STIP) 2.7 $7.2M 73k 98.59
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.6 $7.1M 145k 49.39
Watsco, Incorporated (WSO) 2.6 $7.1M 17k 428.56
Microsoft Corporation (MSFT) 2.6 $7.0M 19k 376.05
Procter & Gamble Company (PG) 2.5 $6.9M 47k 146.54
Exxon Mobil Corporation (XOM) 2.5 $6.8M 68k 99.98
Ishares Tr Core Sp Scp Etf (IJR) 2.5 $6.8M 63k 108.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $6.7M 67k 98.88
UnitedHealth (UNH) 2.4 $6.5M 12k 526.53
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $6.3M 27k 232.64
Wal-Mart Stores (WMT) 2.1 $5.7M 36k 157.64
Ishares Tr Tips Bd Etf (TIP) 2.1 $5.6M 52k 107.49
Spdr Ser Tr Portfolio Short (SPSB) 2.1 $5.6M 187k 29.78
Lockheed Martin Corporation (LMT) 2.1 $5.5M 12k 453.26
Ishares Tr Core Div Grwth (DGRO) 1.9 $5.3M 98k 53.82
Ishares Tr Sp 500 Grwt Etf (IVW) 1.7 $4.7M 63k 75.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $4.7M 12k 409.58
Spdr Gold Tr Gold Shs (GLD) 1.7 $4.7M 24k 191.17
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.2 $3.3M 66k 50.23
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.4M 49k 47.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.2M 53k 41.10
Prudential Financial (PRU) 0.2 $643k 6.2k 103.71
Eaton Corp SHS (ETN) 0.2 $616k 2.6k 240.79
Caterpillar (CAT) 0.2 $616k 2.1k 295.63
McDonald's Corporation (MCD) 0.2 $612k 2.1k 296.51
3M Company (MMM) 0.2 $611k 5.6k 109.30
Packaging Corporation of America (PKG) 0.2 $597k 3.7k 162.99
Pfizer (PFE) 0.2 $589k 21k 28.79
Tesla Motors (TSLA) 0.2 $589k 2.4k 248.49
Paychex (PAYX) 0.2 $563k 4.7k 119.12
Southern Company (SO) 0.2 $561k 8.0k 70.12
Lyondellbasell Industries N Shs A (LYB) 0.2 $561k 5.9k 95.08
Consolidated Edison (ED) 0.2 $557k 6.1k 90.97
Alliant Energy Corporation (LNT) 0.2 $552k 11k 51.30
United Parcel Service CL B (UPS) 0.2 $540k 3.4k 157.24
Cal Maine Foods Com New (CALM) 0.2 $539k 9.4k 57.38
Us Bancorp Del Com New (USB) 0.2 $530k 12k 43.28
Costco Wholesale Corporation (COST) 0.1 $352k 532.00 661.26
Lululemon Athletica (LULU) 0.1 $333k 651.00 511.29
Bank of Hawaii Corporation (BOH) 0.1 $316k 4.4k 72.47
Chevron Corporation (CVX) 0.1 $312k 2.1k 149.21
Intuitive Surgical Com New (ISRG) 0.1 $246k 730.00 337.36
Exelixis (EXEL) 0.1 $240k 10k 23.99
Novo Nordisk A S Adr (NVO) 0.1 $221k 2.1k 103.45
Quaker Chemical Corporation (KWR) 0.1 $209k 977.00 213.51