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Buska Wealth Management

Latest statistics and disclosures from Buska Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001910503

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Positions held by Buska Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 55 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.8	$45M	82k	547.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.4	$36M	200k	182.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	12.0	$30M	380k	80.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	8.7	$22M	186k	118.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.6	$14M	29k	479.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	4.4	$11M	308k	36.30	View chart
Select Sector Spdr Tr Technology (XLK)	3.6	$9.1M	40k	226.23	View chart
Select Sector Spdr Tr Energy (XLE)	3.2	$8.1M	89k	91.15	View chart
Spdr Ser Tr Aerospace Def (XAR)	2.8	$7.0M	50k	139.98	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.6	$6.7M	102k	65.37	View chart
Vanguard World Materials Etf (VAW)	2.4	$6.0M	31k	192.63	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	2.2	$5.6M	149k	37.38	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	2.1	$5.3M	123k	42.87	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.0	$5.1M	91k	56.42	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.0	$5.1M	166k	30.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.0	$5.0M	97k	51.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$3.5M	61k	58.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.7M	34k	79.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.0	$2.6M	34k	77.14	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.8	$2.0M	42k	47.40	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.8	$2.0M	29k	68.60	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.7	$1.9M	46k	40.57	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$1.9M	51k	36.51	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.6	$1.6M	48k	33.32	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.6	$1.5M	45k	33.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$763k	1.5k	500.02	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$653k	19k	33.65	View chart
UnitedHealth (UNH)	0.3	$635k	1.2k	509.22	View chart
Waste Management (WM)	0.2	$564k	2.6k	213.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$558k	15k	37.92	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.2	$534k	12k	43.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$520k	13k	38.85	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$483k	12k	41.78	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$436k	13k	32.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$415k	5.3k	77.76	View chart
R1 RCM (RCM)	0.1	$377k	30k	12.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$374k	1.4k	267.60	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$358k	1.1k	314.21	View chart
Apple (AAPL)	0.1	$354k	1.7k	210.60	View chart
Microsoft Corporation (MSFT)	0.1	$347k	777.00	447.09	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$316k	6.3k	50.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$288k	1.8k	160.41	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$285k	4.2k	68.14	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.1	$261k	41k	6.34	View chart
NVIDIA Corporation (NVDA)	0.1	$251k	2.0k	123.54	View chart
At&t (T)	0.1	$248k	13k	19.11	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$243k	4.2k	57.98	View chart
Xcel Energy (XEL)	0.1	$229k	4.3k	53.41	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$226k	14k	16.22	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$219k	5.2k	41.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$219k	2.4k	92.53	View chart
Wec Energy Group (WEC)	0.1	$216k	2.8k	78.46	View chart
Eli Lilly & Co. (LLY)	0.1	$209k	231.00	906.46	View chart
Broadcom (AVGO)	0.1	$206k	128.00	1608.37	View chart
Amazon (AMZN)	0.1	$204k	1.1k	193.25	View chart

Past Filings by Buska Wealth Management

SEC 13F filings are viewable for Buska Wealth Management going back to 2024

Buska Wealth Management 2024 Q1 filed July 1, 2024

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