Buska Wealth Management

Buska Wealth Management as of March 31, 2024

Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 52 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.4 $40M 76k 525.73
Vanguard Specialized Funds Div App Etf (VIG) 14.9 $34M 186k 182.61
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.1 $25M 345k 73.15
Vanguard Whitehall Fds High Div Yld (VYM) 9.5 $22M 180k 120.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $12M 26k 444.01
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 4.4 $10M 281k 35.55
Select Sector Spdr Tr Energy (XLE) 3.4 $7.7M 82k 94.41
Select Sector Spdr Tr Technology (XLK) 3.2 $7.3M 35k 208.27
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 2.7 $6.1M 145k 41.74
Spdr Ser Tr Aerospace Def (XAR) 2.5 $5.8M 41k 140.51
Fidelity Covington Trust Msci Indl Indx (FIDU) 2.4 $5.4M 80k 67.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.3 $5.2M 93k 56.39
Vanguard World Materials Etf (VAW) 2.3 $5.2M 26k 204.43
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 2.2 $5.0M 138k 36.48
Spdr Ser Tr Bloomberg Invt (FLRN) 1.9 $4.3M 139k 30.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $4.1M 81k 51.06
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $2.6M 45k 58.55
Fidelity Covington Trust Consmr Staples (FSTA) 1.1 $2.6M 55k 47.58
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.1 $2.6M 37k 69.77
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 1.0 $2.4M 61k 38.87
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 1.0 $2.3M 66k 35.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $2.0M 25k 80.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $2.0M 25k 77.73
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.6 $1.4M 44k 32.70
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.4 $799k 25k 32.65
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $761k 21k 36.81
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.3 $751k 18k 41.67
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $712k 19k 37.98
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.3 $696k 17k 40.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $622k 9.5k 65.65
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.3 $608k 19k 31.87
Waste Management (WM) 0.2 $564k 2.6k 213.16
UnitedHealth (UNH) 0.2 $521k 1.1k 494.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $487k 1.0k 480.71
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.2 $484k 9.6k 50.36
R1 RCM (RCM) 0.2 $386k 30k 12.88
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $382k 9.1k 42.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $374k 6.4k 58.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $364k 1.4k 259.99
Microsoft Corporation (MSFT) 0.2 $346k 822.00 420.91
Vanguard World Mega Grwth Ind (MGK) 0.1 $331k 1.2k 286.61
Apple (AAPL) 0.1 $312k 1.8k 171.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $261k 5.0k 52.16
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $250k 16k 15.73
Xcel Energy (XEL) 0.1 $231k 4.3k 53.75
At&t (T) 0.1 $230k 13k 17.60
Wec Energy Group (WEC) 0.1 $226k 2.8k 82.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $220k 2.7k 80.63
Eli Lilly & Co. (LLY) 0.1 $208k 267.00 778.96
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.1 $207k 33k 6.36
Apogee Enterprises (APOG) 0.1 $206k 3.5k 59.20
Unum (UNM) 0.1 $202k 3.8k 53.66