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 |