Buck Wealth Strategies

Buck Wealth Strategies as of June 30, 2025

Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 154 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.8 $58M 93k 620.90
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $43M 435k 99.20
Pimco Etf Tr Active Bd Etf (BOND) 5.3 $35M 375k 92.18
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $22M 80k 279.83
Microsoft Corporation (MSFT) 2.6 $17M 34k 497.41
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.5 $16M 331k 49.20
Apple (AAPL) 2.4 $16M 77k 205.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $15M 269k 57.01
Amazon (AMZN) 2.3 $15M 69k 219.39
JPMorgan Chase & Co. (JPM) 2.3 $15M 52k 289.91
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 2.2 $14M 287k 49.63
Alphabet Cap Stk Cl A (GOOGL) 2.1 $14M 78k 176.23
Cisco Systems (CSCO) 2.0 $13M 192k 69.38
Intuit (INTU) 2.0 $13M 16k 787.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.0 $13M 253k 50.68
Ishares Tr Tips Bd Etf (TIP) 1.9 $13M 115k 110.04
Wal-Mart Stores (WMT) 1.7 $11M 117k 97.78
Verizon Communications (VZ) 1.7 $11M 263k 43.27
Magna Intl Inc cl a (MGA) 1.7 $11M 286k 38.61
Waste Management (WM) 1.7 $11M 48k 228.82
Coca-Cola Company (KO) 1.7 $11M 154k 70.75
Amgen (AMGN) 1.7 $11M 39k 279.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.6 $11M 107k 100.54
Visa Com Cl A (V) 1.6 $11M 30k 355.05
Kroger (KR) 1.6 $11M 148k 71.73
Lockheed Martin Corporation (LMT) 1.6 $10M 23k 463.13
Procter & Gamble Company (PG) 1.5 $10M 64k 159.32
Merck & Co (MRK) 1.5 $9.9M 125k 79.16
Watsco, Incorporated (WSO) 1.4 $9.5M 21k 441.62
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $9.2M 140k 65.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $9.2M 185k 49.46
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $8.9M 81k 110.10
Janus Detroit Str Tr Henderson Securi (JSI) 1.3 $8.6M 164k 52.62
Ishares Tr Core Div Grwth (DGRO) 1.3 $8.5M 133k 63.94
UnitedHealth (UNH) 1.3 $8.4M 27k 311.97
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $7.0M 64k 109.29
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.0 $6.5M 313k 20.64
Cal Maine Foods Com New (CALM) 0.9 $5.9M 59k 99.63
Avista Corporation (AVA) 0.8 $5.3M 139k 37.95
American Water Works (AWK) 0.8 $5.2M 37k 139.11
Otter Tail Corporation (OTTR) 0.8 $5.1M 66k 77.09
Sempra Energy (SRE) 0.8 $4.9M 65k 75.77
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.8 $4.9M 49k 100.69
Willscot Hldgs Corp Com Cl A (WSC) 0.7 $4.9M 178k 27.40
American States Water Company (AWR) 0.7 $4.9M 64k 76.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.9M 5.3k 551.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.9M 4.7k 617.84
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $2.3M 24k 95.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.1M 26k 80.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $2.0M 21k 95.77
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.9M 175k 11.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $1.9M 38k 51.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.9M 19k 99.49
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.7M 3.8k 438.36
At&t (T) 0.2 $1.5M 52k 28.94
Chevron Corporation (CVX) 0.2 $1.4M 10k 143.19
Johnson & Johnson (JNJ) 0.2 $1.4M 9.1k 152.76
American Electric Power Company (AEP) 0.2 $1.3M 13k 103.76
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 4.2k 304.86
Vanguard Index Fds Value Etf (VTV) 0.2 $1.2M 6.9k 176.73
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.2M 7.0k 173.27
PNC Financial Services (PNC) 0.2 $1.1M 5.9k 186.43
Ishares Tr Us Telecom Etf (IYZ) 0.2 $1.1M 36k 29.78
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $1.1M 10k 104.57
Us Bancorp Del Com New (USB) 0.2 $1.1M 24k 45.25
Kimberly-Clark Corporation (KMB) 0.2 $1.1M 8.2k 128.92
Medtronic SHS (MDT) 0.2 $1.0M 12k 87.17
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.0M 8.6k 120.99
Meta Platforms Cl A (META) 0.2 $1.0M 1.4k 738.20
Ishares Tr Us Consum Discre (IYC) 0.2 $1.0M 10k 99.64
Packaging Corporation of America (PKG) 0.2 $1.0M 5.3k 188.44
Enterprise Products Partners (EPD) 0.2 $999k 32k 31.01
Genuine Parts Company (GPC) 0.2 $993k 8.2k 121.31
Eastman Chemical Company (EMN) 0.1 $975k 13k 74.66
Darden Restaurants (DRI) 0.1 $968k 4.4k 217.98
NVIDIA Corporation (NVDA) 0.1 $965k 6.1k 157.98
Duke Energy Corp Com New (DUK) 0.1 $954k 8.1k 118.00
Bristol Myers Squibb (BMY) 0.1 $949k 21k 46.29
AvalonBay Communities (AVB) 0.1 $941k 4.6k 203.50
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $941k 21k 44.69
Hp (HPQ) 0.1 $938k 38k 24.46
Netflix (NFLX) 0.1 $879k 656.00 1339.13
Public Storage (PSA) 0.1 $847k 2.9k 293.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $817k 17k 49.51
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $781k 18k 44.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $771k 9.8k 78.70
Home Depot (HD) 0.1 $725k 2.0k 366.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $699k 16k 45.02
Tesla Motors (TSLA) 0.1 $644k 2.0k 317.66
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.1 $623k 15k 41.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $574k 6.5k 88.25
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $569k 13k 44.42
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM) 0.1 $545k 17k 31.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $542k 14k 39.57
Caterpillar (CAT) 0.1 $530k 1.4k 388.26
International Business Machines (IBM) 0.1 $529k 1.8k 294.73
Exelixis (EXEL) 0.1 $527k 12k 44.08
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.1 $509k 14k 37.71
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $503k 12k 41.07
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $464k 8.9k 52.41
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.1 $462k 11k 40.34
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $429k 5.9k 72.69
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $415k 5.1k 80.97
Select Sector Spdr Tr Energy (XLE) 0.1 $410k 4.8k 84.81
Abbvie (ABBV) 0.1 $410k 2.2k 185.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $406k 1.3k 304.01
Vanguard Index Fds Small Cp Etf (VB) 0.1 $404k 1.7k 236.93
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.1 $398k 9.5k 41.66
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $396k 8.5k 46.34
Altria (MO) 0.1 $393k 6.7k 58.63
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $388k 9.1k 42.81
Exxon Mobil Corporation (XOM) 0.1 $385k 3.6k 107.80
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $381k 5.5k 69.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $380k 4.9k 77.34
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) 0.1 $375k 12k 31.53
Alphabet Cap Stk Cl C (GOOG) 0.1 $373k 2.1k 177.36
Ishares Msci Gbl Min Vol (ACWV) 0.1 $373k 3.1k 118.57
Uber Technologies (UBER) 0.1 $360k 3.9k 93.30
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $360k 8.5k 42.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.1 $348k 6.7k 51.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $344k 13k 26.50
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $337k 13k 25.60
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $323k 8.0k 40.49
Wells Fargo & Company (WFC) 0.0 $318k 4.0k 80.12
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.0 $316k 5.4k 58.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $314k 647.00 485.77
Broadcom (AVGO) 0.0 $300k 1.1k 275.77
Celestica (CLS) 0.0 $295k 1.9k 156.11
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.0 $295k 10k 29.57
3M Company (MMM) 0.0 $289k 1.9k 152.23
Kinder Morgan (KMI) 0.0 $288k 9.8k 29.40
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) 0.0 $287k 9.8k 29.30
Philip Morris International (PM) 0.0 $275k 1.5k 182.13
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $273k 6.3k 43.14
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.0 $273k 5.1k 53.67
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.0 $270k 8.4k 32.12
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.0 $261k 5.8k 44.84
Costco Wholesale Corporation (COST) 0.0 $258k 261.00 990.15
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $247k 5.0k 49.77
Goldman Sachs (GS) 0.0 $246k 348.00 707.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $245k 5.8k 42.40
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $245k 5.3k 46.67
Dell Technologies CL C (DELL) 0.0 $238k 1.9k 122.59
Allstate Corporation (ALL) 0.0 $234k 1.2k 201.36
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $227k 4.6k 49.64
McDonald's Corporation (MCD) 0.0 $227k 777.00 292.00
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.0 $223k 4.4k 50.11
Nucor Corporation (NUE) 0.0 $215k 1.7k 129.54
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM) 0.0 $210k 6.4k 32.87
American Express Company (AXP) 0.0 $207k 649.00 319.03
Northrop Grumman Corporation (NOC) 0.0 $202k 404.00 500.04
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $201k 2.2k 91.75
CSG Systems International (CSGS) 0.0 $200k 3.1k 65.32
Ford Motor Company (F) 0.0 $199k 18k 10.85