Buck Wealth Strategies

Buck Wealth Strategies as of Sept. 30, 2024

Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 68 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.7 $15M 26k 576.84
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $11M 111k 101.27
Apple (AAPL) 3.5 $11M 47k 233.01
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.3 $10M 103k 100.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $9.8M 100k 98.10
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 3.0 $9.4M 193k 49.04
JPMorgan Chase & Co. (JPM) 2.7 $8.6M 41k 210.86
Waste Management (WM) 2.7 $8.5M 41k 207.61
Amazon (AMZN) 2.7 $8.5M 46k 186.33
Microsoft Corporation (MSFT) 2.6 $8.2M 19k 430.34
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $8.0M 68k 116.96
Cisco Systems (CSCO) 2.5 $7.9M 148k 53.22
Alphabet Cap Stk Cl A (GOOGL) 2.5 $7.8M 47k 165.85
Wal-Mart Stores (WMT) 2.4 $7.7M 96k 80.75
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $7.7M 29k 263.82
Coca-Cola Company (KO) 2.3 $7.5M 104k 71.86
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 2.3 $7.4M 148k 49.78
Lockheed Martin Corporation (LMT) 2.3 $7.2M 12k 584.68
Verizon Communications (VZ) 2.3 $7.2M 160k 44.91
Spdr Ser Tr Portfolio Short (SPSB) 2.3 $7.2M 236k 30.28
UnitedHealth (UNH) 2.2 $7.1M 12k 584.76
Ishares Tr Tips Bd Etf (TIP) 2.2 $7.0M 64k 110.47
Intuit (INTU) 2.1 $6.8M 11k 620.89
Kroger (KR) 2.1 $6.7M 117k 57.30
Watsco, Incorporated (WSO) 2.1 $6.6M 14k 491.87
Amgen (AMGN) 2.1 $6.6M 20k 322.21
Procter & Gamble Company (PG) 2.0 $6.4M 37k 173.20
Spdr Gold Tr Gold Shs (GLD) 2.0 $6.4M 26k 243.06
Exxon Mobil Corporation (XOM) 2.0 $6.4M 55k 117.22
Visa Com Cl A (V) 2.0 $6.4M 23k 274.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $6.3M 13k 488.15
Ishares Tr Core Div Grwth (DGRO) 1.9 $6.2M 99k 62.69
Merck & Co (MRK) 1.9 $6.0M 53k 113.56
Phillips 66 (PSX) 1.8 $5.7M 44k 131.45
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $5.7M 60k 95.75
Microchip Technology (MCHP) 1.7 $5.3M 66k 80.29
Vanguard Index Fds Small Cp Etf (VB) 1.6 $5.1M 22k 237.20
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.5 $4.8M 47k 101.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $4.4M 87k 50.74
Cal Maine Foods Com New (CALM) 1.3 $4.1M 54k 74.84
Willscot Hldgs Corp Com Cl A (WSC) 0.9 $2.9M 77k 37.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.8M 53k 52.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.8M 59k 47.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.8M 19k 98.12
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $1.3M 16k 81.23
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $823k 13k 61.55
Packaging Corporation of America (PKG) 0.2 $515k 2.4k 215.42
Public Storage (PSA) 0.2 $514k 1.4k 363.64
Consolidated Edison (ED) 0.2 $514k 4.9k 104.11
Southern Company (SO) 0.2 $507k 5.6k 90.19
Caterpillar (CAT) 0.2 $498k 1.3k 391.34
Alliant Energy Corporation (LNT) 0.2 $488k 8.0k 60.69
McDonald's Corporation (MCD) 0.1 $476k 1.6k 304.38
Tesla Motors (TSLA) 0.1 $469k 1.8k 261.63
Prudential Financial (PRU) 0.1 $463k 3.8k 121.09
Eaton Corp SHS (ETN) 0.1 $460k 1.4k 331.25
Paychex (PAYX) 0.1 $449k 3.3k 134.18
Kraft Heinz (KHC) 0.1 $423k 12k 35.11
Dow (DOW) 0.1 $420k 7.7k 54.63
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $412k 4.3k 95.87
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $412k 8.2k 50.44
United Parcel Service CL B (UPS) 0.1 $406k 3.0k 136.38
Us Bancorp Del Com New (USB) 0.1 $374k 8.2k 45.73
Intuitive Surgical Com New (ISRG) 0.1 $344k 700.00 491.27
Netflix (NFLX) 0.1 $319k 449.00 709.27
Costco Wholesale Corporation (COST) 0.1 $313k 353.00 886.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $263k 459.00 573.55
Exelixis (EXEL) 0.1 $221k 8.5k 25.95