Buck Wealth Strategies

Buck Wealth Strategies as of March 31, 2025

Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 124 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.3 $46M 81k 561.90
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $41M 411k 98.92
Pimco Etf Tr Active Bd Etf (BOND) 5.3 $29M 315k 92.47
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $18M 69k 258.62
Apple (AAPL) 2.7 $15M 67k 222.13
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.5 $14M 278k 49.15
Ishares Tr Tips Bd Etf (TIP) 2.2 $12M 110k 111.09
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.2 $12M 236k 50.63
Microsoft Corporation (MSFT) 2.1 $12M 31k 375.39
Amazon (AMZN) 2.1 $12M 61k 190.26
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 2.1 $12M 233k 49.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $11M 221k 50.83
Kroger (KR) 2.0 $11M 163k 67.69
Cisco Systems (CSCO) 2.0 $11M 177k 61.71
Verizon Communications (VZ) 2.0 $11M 237k 45.36
Alphabet Cap Stk Cl A (GOOGL) 1.9 $11M 69k 154.64
Amgen (AMGN) 1.9 $11M 34k 311.55
Waste Management (WM) 1.8 $10M 44k 231.51
Coca-Cola Company (KO) 1.8 $10M 141k 71.62
JPMorgan Chase & Co. (JPM) 1.8 $9.9M 41k 245.30
UnitedHealth (UNH) 1.8 $9.7M 19k 523.74
Watsco, Incorporated (WSO) 1.8 $9.7M 19k 508.29
Procter & Gamble Company (PG) 1.8 $9.7M 57k 170.42
Visa Com Cl A (V) 1.7 $9.6M 27k 350.46
Intuit (INTU) 1.7 $9.4M 15k 613.98
Wal-Mart Stores (WMT) 1.7 $9.2M 105k 87.79
Lockheed Martin Corporation (LMT) 1.6 $9.0M 20k 446.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.6 $9.0M 89k 100.62
Magna Intl Inc cl a (MGA) 1.6 $8.7M 256k 33.99
Janus Detroit Str Tr Henderson Securi (JSI) 1.5 $8.5M 162k 52.35
Merck & Co (MRK) 1.5 $8.5M 95k 89.76
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $8.1M 131k 61.89
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $7.6M 73k 104.57
Ishares Tr Core Div Grwth (DGRO) 1.3 $7.1M 116k 61.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $6.5M 144k 45.26
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.1 $6.3M 296k 21.15
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $6.1M 66k 92.83
Avista Corporation (AVA) 1.0 $5.3M 127k 41.87
American Water Works (AWK) 0.9 $5.0M 34k 147.52
Cal Maine Foods Com New (CALM) 0.9 $4.8M 53k 90.90
Otter Tail Corporation (OTTR) 0.9 $4.8M 59k 80.37
American States Water Company (AWR) 0.8 $4.5M 57k 78.68
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $4.2M 42k 100.67
Sempra Energy (SRE) 0.8 $4.1M 58k 71.36
Willscot Hldgs Corp Com Cl A (WSC) 0.7 $3.8M 137k 27.80
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $1.9M 24k 80.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.8M 3.1k 559.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.7M 3.7k 468.93
Chevron Corporation (CVX) 0.3 $1.7M 10k 167.30
At&t (T) 0.3 $1.6M 56k 28.28
American Electric Power Company (AEP) 0.3 $1.5M 13k 109.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.4M 17k 78.89
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $1.3M 14k 95.37
Kimberly-Clark Corporation (KMB) 0.2 $1.3M 9.1k 142.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.3M 25k 51.05
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $1.3M 113k 11.22
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.2M 12k 97.48
Dow (DOW) 0.2 $1.2M 33k 34.92
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $1.2M 16k 70.40
PNC Financial Services (PNC) 0.2 $1.2M 6.5k 175.77
T. Rowe Price (TROW) 0.2 $1.1M 12k 91.87
United Parcel Service CL B (UPS) 0.2 $1.1M 10k 109.99
Target Corporation (TGT) 0.2 $1.1M 10k 104.36
Duke Energy Corp Com New (DUK) 0.2 $1.1M 8.6k 121.97
Darden Restaurants (DRI) 0.2 $1.0M 4.9k 207.76
Public Storage (PSA) 0.2 $1.0M 3.4k 299.30
Caterpillar (CAT) 0.2 $1.0M 3.1k 329.82
Packaging Corporation of America (PKG) 0.2 $967k 4.9k 198.00
Medtronic SHS (MDT) 0.2 $957k 11k 89.86
Us Bancorp Del Com New (USB) 0.2 $947k 22k 42.22
Genuine Parts Company (GPC) 0.2 $942k 7.9k 119.13
Eastman Chemical Company (EMN) 0.2 $906k 10k 88.11
Hp (HPQ) 0.2 $902k 33k 27.69
Vanguard Index Fds Growth Etf (VUG) 0.2 $887k 2.4k 370.82
Spdr Gold Tr Gold Shs (GLD) 0.2 $885k 3.1k 288.18
Vanguard Index Fds Value Etf (VTV) 0.1 $778k 4.5k 172.73
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $701k 6.9k 101.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $690k 7.6k 91.03
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $676k 16k 41.92
Ishares Tr Us Telecom Etf (IYZ) 0.1 $637k 23k 27.39
Ishares Tr U.s. Finls Etf (IYF) 0.1 $637k 5.6k 112.85
Ishares Tr U.s. Tech Etf (IYW) 0.1 $632k 4.5k 140.44
Home Depot (HD) 0.1 $625k 1.7k 366.38
Ishares Tr Us Consum Discre (IYC) 0.1 $587k 6.6k 88.33
Netflix (NFLX) 0.1 $583k 625.00 932.53
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $523k 12k 42.15
Vanguard Index Fds Small Cp Etf (VB) 0.1 $516k 2.3k 221.77
Meta Platforms Cl A (META) 0.1 $509k 883.00 576.06
Tesla Motors (TSLA) 0.1 $494k 1.9k 259.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $485k 9.9k 48.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $459k 5.9k 78.28
International Business Machines (IBM) 0.1 $430k 1.7k 248.64
Exxon Mobil Corporation (XOM) 0.1 $420k 3.5k 118.93
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.1 $384k 13k 30.36
NVIDIA Corporation (NVDA) 0.1 $382k 3.5k 108.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $368k 8.8k 41.98
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $349k 8.9k 39.14
Johnson & Johnson (JNJ) 0.1 $348k 2.1k 165.87
Select Sector Spdr Tr Energy (XLE) 0.1 $329k 3.5k 93.46
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $327k 8.7k 37.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $319k 7.8k 40.90
Altria (MO) 0.1 $319k 5.3k 60.02
Ishares Msci Gbl Min Vol (ACWV) 0.1 $317k 2.7k 116.39
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) 0.1 $314k 10k 30.57
Abbvie (ABBV) 0.1 $310k 1.5k 209.47
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $296k 3.6k 81.66
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.1 $287k 7.7k 37.23
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.0 $274k 7.1k 38.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $263k 9.4k 27.96
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $259k 6.8k 37.97
Exelixis (EXEL) 0.0 $258k 7.0k 36.92
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $246k 4.9k 49.73
Costco Wholesale Corporation (COST) 0.0 $241k 255.00 944.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $235k 5.1k 46.31
Wells Fargo & Company (WFC) 0.0 $235k 3.3k 71.78
Allstate Corporation (ALL) 0.0 $234k 1.1k 207.10
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $232k 3.3k 70.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $232k 435.00 532.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $228k 3.0k 76.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $222k 4.5k 48.79
McKesson Corporation (MCK) 0.0 $220k 327.00 673.24
Philip Morris International (PM) 0.0 $219k 1.4k 158.69
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $211k 5.4k 38.80
Kinder Morgan (KMI) 0.0 $209k 7.3k 28.53