Buck Wealth Strategies
Latest statistics and disclosures from Buck Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TLT, AGG, SGOV, AAPL, and represent 19.33% of Buck Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$11M), IVV (+$10M), AGG (+$6.5M), IEF (+$6.2M), VO (+$6.1M), IJR (+$5.9M), SGOV (+$5.4M), IVW, VNLA, VCLT.
- Started 13 new stock positions in HD, CVX, AWR, AWK, IBM, BRK.B, SRE, NVDA, OTTR, ACWV. AVA, ALL, META.
- Reduced shares in these 4 stocks: PSX (-$5.7M), XOM (-$5.6M), XHLF, COST.
- Sold out of its positions in XHLF, PSX.
- Buck Wealth Strategies was a net buyer of stock by $165M.
- Buck Wealth Strategies has $481M in assets under management (AUM), dropping by 51.45%.
- Central Index Key (CIK): 0001973259
Tip: Access up to 7 years of quarterly data
Positions held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Buck Wealth Strategies
Buck Wealth Strategies holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.3 | $26M | +67% | 44k | 588.67 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.0 | $19M | +122% | 223k | 87.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.6 | $17M | +60% | 178k | 96.90 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.3 | $16M | +52% | 156k | 100.32 |
|
| Apple (AAPL) | 3.1 | $15M | +26% | 60k | 250.42 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 3.0 | $14M | +50% | 291k | 48.91 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $14M | +75% | 120k | 115.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $14M | +80% | 52k | 264.13 |
|
| Amazon (AMZN) | 2.6 | $13M | +26% | 58k | 219.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $12M | +33% | 63k | 189.30 |
|
| Microsoft Corporation (MSFT) | 2.3 | $11M | +39% | 27k | 421.50 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.3 | $11M | +52% | 226k | 49.55 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 2.3 | $11M | +58% | 375k | 29.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $11M | +68% | 22k | 511.23 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $11M | +79% | 108k | 101.53 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.2 | $11M | +57% | 101k | 106.55 |
|
| Cisco Systems (CSCO) | 2.1 | $10M | +16% | 172k | 59.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $10M | +58% | 42k | 242.13 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $9.9M | 41k | 239.71 |
|
|
| Wal-Mart Stores (WMT) | 2.0 | $9.5M | +9% | 105k | 90.35 |
|
| Visa Com Cl A (V) | 2.0 | $9.5M | +29% | 30k | 316.04 |
|
| Kroger (KR) | 1.9 | $9.4M | +31% | 153k | 61.15 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.9 | $9.3M | +54% | 152k | 61.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $9.3M | +77% | 39k | 240.28 |
|
| Waste Management (WM) | 1.9 | $8.9M | +8% | 44k | 201.79 |
|
| Coca-Cola Company (KO) | 1.9 | $8.9M | +38% | 143k | 62.26 |
|
| Merck & Co (MRK) | 1.8 | $8.9M | +69% | 90k | 99.48 |
|
| Intuit (INTU) | 1.8 | $8.8M | +27% | 14k | 628.51 |
|
| Verizon Communications (VZ) | 1.8 | $8.5M | +33% | 214k | 39.99 |
|
| Procter & Gamble Company (PG) | 1.8 | $8.5M | +37% | 51k | 167.65 |
|
| Watsco, Incorporated (WSO) | 1.7 | $8.3M | +29% | 18k | 473.88 |
|
| UnitedHealth (UNH) | 1.7 | $8.0M | +29% | 16k | 505.85 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $7.9M | +32% | 16k | 485.94 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.6 | $7.9M | +363% | 86k | 92.45 |
|
| Amgen (AMGN) | 1.5 | $7.3M | +37% | 28k | 260.64 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.5 | $7.2M | +51% | 72k | 100.60 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $6.9M | +55% | 136k | 50.37 |
|
| Microchip Technology (MCHP) | 1.4 | $6.7M | +78% | 117k | 57.35 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.2 | $5.9M | +411% | 79k | 74.78 |
|
| Cal Maine Foods Com New (CALM) | 1.2 | $5.9M | +5% | 57k | 102.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $4.6M | +77% | 104k | 44.04 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $4.5M | +77% | 94k | 47.82 |
|
| Sempra Energy (SRE) | 0.9 | $4.5M | NEW | 51k | 87.72 |
|
| Avista Corporation (AVA) | 0.9 | $4.2M | NEW | 115k | 36.63 |
|
| Otter Tail Corporation (OTTR) | 0.8 | $4.0M | NEW | 54k | 73.84 |
|
| American States Water Company (AWR) | 0.8 | $4.0M | NEW | 51k | 77.72 |
|
| American Water Works (AWK) | 0.8 | $3.9M | NEW | 31k | 124.49 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $3.8M | +415% | 69k | 55.35 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.7 | $3.6M | +39% | 107k | 33.45 |
|
| Packaging Corporation of America (PKG) | 0.2 | $860k | +59% | 3.8k | 225.15 |
|
| Tesla Motors (TSLA) | 0.2 | $827k | +14% | 2.0k | 403.84 |
|
| Paychex (PAYX) | 0.2 | $810k | +72% | 5.8k | 140.23 |
|
| Alliant Energy Corporation (LNT) | 0.2 | $803k | +69% | 14k | 59.14 |
|
| Southern Company (SO) | 0.2 | $776k | +67% | 9.4k | 82.32 |
|
| Eaton Corp SHS (ETN) | 0.2 | $773k | +67% | 2.3k | 331.90 |
|
| Prudential Financial (PRU) | 0.2 | $773k | +70% | 6.5k | 118.53 |
|
| Caterpillar (CAT) | 0.2 | $770k | +66% | 2.1k | 362.69 |
|
| McDonald's Corporation (MCD) | 0.2 | $766k | +68% | 2.6k | 289.87 |
|
| Consolidated Edison (ED) | 0.2 | $747k | +69% | 8.4k | 89.23 |
|
| Public Storage (PSA) | 0.2 | $723k | +70% | 2.4k | 299.50 |
|
| United Parcel Service CL B (UPS) | 0.1 | $675k | +79% | 5.4k | 126.09 |
|
| Kraft Heinz (KHC) | 0.1 | $673k | +81% | 22k | 30.71 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $657k | +67% | 14k | 47.83 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $602k | +88% | 8.1k | 74.27 |
|
| Dow (DOW) | 0.1 | $582k | +88% | 15k | 40.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $517k | +92% | 882.00 | 586.24 |
|
| Home Depot (HD) | 0.1 | $502k | NEW | 1.3k | 388.99 |
|
| Netflix (NFLX) | 0.1 | $447k | +11% | 501.00 | 891.32 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $440k | NEW | 3.3k | 134.31 |
|
| International Business Machines (IBM) | 0.1 | $374k | NEW | 1.7k | 219.83 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $372k | 713.00 | 521.96 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $312k | NEW | 689.00 | 453.28 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $309k | NEW | 2.8k | 109.20 |
|
| Chevron Corporation (CVX) | 0.1 | $302k | NEW | 2.1k | 144.85 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $292k | -95% | 2.7k | 107.58 |
|
| Exelixis (EXEL) | 0.1 | $283k | 8.5k | 33.30 |
|
|
| Allstate Corporation (ALL) | 0.1 | $283k | NEW | 1.5k | 192.74 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $246k | -24% | 268.00 | 916.48 |
|
| Meta Platforms Cl A (META) | 0.0 | $213k | NEW | 364.00 | 584.82 |
|
Past Filings by Buck Wealth Strategies
SEC 13F filings are viewable for Buck Wealth Strategies going back to 2022
- Buck Wealth Strategies 2024 Q4 filed Jan. 27, 2025
- Buck Wealth Strategies 2024 Q3 filed Nov. 5, 2024
- Buck Wealth Strategies 2024 Q2 filed Aug. 15, 2024
- Buck Wealth Strategies 2024 Q1 filed May 3, 2024
- 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