Buck Wealth Strategies as of Dec. 31, 2024
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 | 44k | 588.67 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.0 | $19M | 223k | 87.33 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.6 | $17M | 178k | 96.90 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.3 | $16M | 156k | 100.32 | |
| Apple (AAPL) | 3.1 | $15M | 60k | 250.42 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 3.0 | $14M | 291k | 48.91 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.9 | $14M | 120k | 115.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $14M | 52k | 264.13 | |
| Amazon (AMZN) | 2.6 | $13M | 58k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $12M | 63k | 189.30 | |
| Microsoft Corporation (MSFT) | 2.3 | $11M | 27k | 421.50 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.3 | $11M | 226k | 49.55 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 2.3 | $11M | 375k | 29.86 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $11M | 22k | 511.23 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $11M | 108k | 101.53 | |
| Ishares Tr Tips Bd Etf (TIP) | 2.2 | $11M | 101k | 106.55 | |
| Cisco Systems (CSCO) | 2.1 | $10M | 172k | 59.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $10M | 42k | 242.13 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $9.9M | 41k | 239.71 | |
| Wal-Mart Stores (WMT) | 2.0 | $9.5M | 105k | 90.35 | |
| Visa Com Cl A (V) | 2.0 | $9.5M | 30k | 316.04 | |
| Kroger (KR) | 1.9 | $9.4M | 153k | 61.15 | |
| Ishares Tr Core Div Grwth (DGRO) | 1.9 | $9.3M | 152k | 61.34 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $9.3M | 39k | 240.28 | |
| Waste Management (WM) | 1.9 | $8.9M | 44k | 201.79 | |
| Coca-Cola Company (KO) | 1.9 | $8.9M | 143k | 62.26 | |
| Merck & Co (MRK) | 1.8 | $8.9M | 90k | 99.48 | |
| Intuit (INTU) | 1.8 | $8.8M | 14k | 628.51 | |
| Verizon Communications (VZ) | 1.8 | $8.5M | 214k | 39.99 | |
| Procter & Gamble Company (PG) | 1.8 | $8.5M | 51k | 167.65 | |
| Watsco, Incorporated (WSO) | 1.7 | $8.3M | 18k | 473.88 | |
| UnitedHealth (UNH) | 1.7 | $8.0M | 16k | 505.85 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $7.9M | 16k | 485.94 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.6 | $7.9M | 86k | 92.45 | |
| Amgen (AMGN) | 1.5 | $7.3M | 28k | 260.64 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.5 | $7.2M | 72k | 100.60 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.4 | $6.9M | 136k | 50.37 | |
| Microchip Technology (MCHP) | 1.4 | $6.7M | 117k | 57.35 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.2 | $5.9M | 79k | 74.78 | |
| Cal Maine Foods Com New (CALM) | 1.2 | $5.9M | 57k | 102.92 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $4.6M | 104k | 44.04 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $4.5M | 94k | 47.82 | |
| Sempra Energy (SRE) | 0.9 | $4.5M | 51k | 87.72 | |
| Avista Corporation (AVA) | 0.9 | $4.2M | 115k | 36.63 | |
| Otter Tail Corporation (OTTR) | 0.8 | $4.0M | 54k | 73.84 | |
| American States Water Company (AWR) | 0.8 | $4.0M | 51k | 77.72 | |
| American Water Works (AWK) | 0.8 | $3.9M | 31k | 124.49 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $3.8M | 69k | 55.35 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.7 | $3.6M | 107k | 33.45 | |
| Packaging Corporation of America (PKG) | 0.2 | $860k | 3.8k | 225.15 | |
| Tesla Motors (TSLA) | 0.2 | $827k | 2.0k | 403.84 | |
| Paychex (PAYX) | 0.2 | $810k | 5.8k | 140.23 | |
| Alliant Energy Corporation (LNT) | 0.2 | $803k | 14k | 59.14 | |
| Southern Company (SO) | 0.2 | $776k | 9.4k | 82.32 | |
| Eaton Corp SHS (ETN) | 0.2 | $773k | 2.3k | 331.90 | |
| Prudential Financial (PRU) | 0.2 | $773k | 6.5k | 118.53 | |
| Caterpillar (CAT) | 0.2 | $770k | 2.1k | 362.69 | |
| McDonald's Corporation (MCD) | 0.2 | $766k | 2.6k | 289.87 | |
| Consolidated Edison (ED) | 0.2 | $747k | 8.4k | 89.23 | |
| Public Storage (PSA) | 0.2 | $723k | 2.4k | 299.50 | |
| United Parcel Service CL B (UPS) | 0.1 | $675k | 5.4k | 126.09 | |
| Kraft Heinz (KHC) | 0.1 | $673k | 22k | 30.71 | |
| Us Bancorp Del Com New (USB) | 0.1 | $657k | 14k | 47.83 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $602k | 8.1k | 74.27 | |
| Dow (DOW) | 0.1 | $582k | 15k | 40.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $517k | 882.00 | 586.24 | |
| Home Depot (HD) | 0.1 | $502k | 1.3k | 388.99 | |
| Netflix (NFLX) | 0.1 | $447k | 501.00 | 891.32 | |
| NVIDIA Corporation (NVDA) | 0.1 | $440k | 3.3k | 134.31 | |
| International Business Machines (IBM) | 0.1 | $374k | 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 | 689.00 | 453.28 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $309k | 2.8k | 109.20 | |
| Chevron Corporation (CVX) | 0.1 | $302k | 2.1k | 144.85 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $292k | 2.7k | 107.58 | |
| Exelixis (EXEL) | 0.1 | $283k | 8.5k | 33.30 | |
| Allstate Corporation (ALL) | 0.1 | $283k | 1.5k | 192.74 | |
| Costco Wholesale Corporation (COST) | 0.1 | $246k | 268.00 | 916.48 | |
| Meta Platforms Cl A (META) | 0.0 | $213k | 364.00 | 584.82 |
