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Buska Wealth Management

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

Top 5 stock holdings are IVV, VIG, SPYG, VYM, QQQ, and represent 59.16% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VYM, IVV, VIG, SPYG, VGIT, FLOT, FLRN, FIDU, VCIT, HYG.
Started 8 new stock positions in PPH, CLM, XOM, PDI, KO, GOF, IGSB, PCEF.
Reduced shares in these 10 stocks: XLK, CIBR, FHLC, FSTA, NVDA, , BNOV, LLY, AVGO, AMZN.
Sold out of its positions in AMZN, AVGO, ET, LLY, NVDA.
Buska Wealth Management was a net buyer of stock by $23M.
Buska Wealth Management has $288M in assets under management (AUM), dropping by 14.07%.
Central Index Key (CIK): 0001910503

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Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 58 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.8	$51M	+8%	89k	576.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.8	$43M	+7%	216k	198.06	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	11.6	$33M	+6%	403k	82.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.9	$28M	+19%	222k	128.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$15M	+2%	30k	488.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	3.9	$11M		308k	36.92	View chart
Spdr Ser Tr Aerospace Def (XAR)	3.1	$8.9M	+12%	57k	157.34	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.9	$8.5M	+14%	117k	72.17	View chart
Select Sector Spdr Tr Energy (XLE)	2.9	$8.3M	+6%	94k	87.80	View chart
Select Sector Spdr Tr Technology (XLK)	2.8	$8.1M	-10%	36k	225.76	View chart
Vanguard World Materials Etf (VAW)	2.6	$7.4M	+12%	35k	211.47	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.2	$6.4M	+24%	207k	30.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.2	$6.2M	+25%	122k	51.04	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.9	$5.5M	-3%	143k	38.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.9	$5.4M		122k	44.12	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.7	$5.0M	+37%	83k	60.42	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.6	$4.7M	-12%	79k	59.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$3.9M	+37%	46k	83.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.3	$3.7M	+37%	47k	80.30	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.7	$1.9M	-5%	44k	42.78	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$1.8M	-5%	49k	37.86	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.6	$1.7M	-19%	34k	51.05	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.6	$1.6M	-21%	23k	72.80	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.5	$1.5M	-5%	43k	33.89	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.5	$1.4M	-11%	43k	32.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$981k	+117%	12k	84.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$852k	NEW	16k	52.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$780k	-3%	1.5k	527.71	View chart
UnitedHealth (UNH)	0.3	$769k	+5%	1.3k	584.68	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.3	$733k	NEW	7.7k	95.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$727k	+132%	4.2k	174.55	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$637k	-6%	18k	35.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$592k	+161%	6.2k	95.75	View chart
Waste Management (WM)	0.2	$541k		2.6k	207.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$517k	-4%	13k	40.48	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$476k	-5%	11k	43.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$453k	-21%	12k	39.25	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$427k	-6%	13k	33.91	View chart
R1 RCM (RCM)	0.1	$425k		30k	14.17	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$408k	-26%	9.1k	45.02	View chart
Apple (AAPL)	0.1	$391k		1.7k	233.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$380k	-4%	1.3k	283.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$377k	NEW	3.2k	117.22	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$352k	-4%	1.1k	321.98	View chart
Wec Energy Group (WEC)	0.1	$344k	+29%	3.6k	96.18	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$327k	-3%	4.1k	80.77	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$322k	NEW	20k	15.76	View chart
Coca-Cola Company (KO)	0.1	$309k	NEW	4.3k	71.86	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.1	$289k	-9%	5.7k	50.64	View chart
At&t (T)	0.1	$286k		13k	22.00	View chart
Xcel Energy (XEL)	0.1	$283k		4.3k	65.30	View chart
Microsoft Corporation (MSFT)	0.1	$263k	-21%	611.00	430.56	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$240k	NEW	12k	19.71	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$226k	-8%	3.8k	59.02	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.1	$220k	-13%	36k	6.18	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$213k	NEW	11k	20.27	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$209k	-4%	5.0k	41.76	View chart
Cornerstone Strategic Value (CLM)	0.0	$79k	NEW	10k	7.68	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 Q2 filed Oct. 1, 2024
Buska Wealth Management 2024 Q1 filed July 1, 2024

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