Buska Wealth Management

Buska Wealth Management as of March 31, 2024

Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 55 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) 17.8 $45M 82k 547.23
Vanguard Specialized Funds Div App Etf (VIG) 14.4 $36M 200k 182.55
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.0 $30M 380k 80.13
Vanguard Whitehall Fds High Div Yld (VYM) 8.7 $22M 186k 118.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $14M 29k 479.11
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 4.4 $11M 308k 36.30
Select Sector Spdr Tr Technology (XLK) 3.6 $9.1M 40k 226.23
Select Sector Spdr Tr Energy (XLE) 3.2 $8.1M 89k 91.15
Spdr Ser Tr Aerospace Def (XAR) 2.8 $7.0M 50k 139.98
Fidelity Covington Trust Msci Indl Indx (FIDU) 2.6 $6.7M 102k 65.37
Vanguard World Materials Etf (VAW) 2.4 $6.0M 31k 192.63
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 2.2 $5.6M 149k 37.38
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 2.1 $5.3M 123k 42.87
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.0 $5.1M 91k 56.42
Spdr Ser Tr Bloomberg Invt (FLRN) 2.0 $5.1M 166k 30.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.0 $5.0M 97k 51.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.4 $3.5M 61k 58.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $2.7M 34k 79.93
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $2.6M 34k 77.14
Fidelity Covington Trust Consmr Staples (FSTA) 0.8 $2.0M 42k 47.40
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.8 $2.0M 29k 68.60
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.7 $1.9M 46k 40.57
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.7 $1.9M 51k 36.51
Fidelity Covington Trust Disruptive Tech (FDTX) 0.6 $1.6M 48k 33.32
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.6 $1.5M 45k 33.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $763k 1.5k 500.02
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.3 $653k 19k 33.65
UnitedHealth (UNH) 0.3 $635k 1.2k 509.22
Waste Management (WM) 0.2 $564k 2.6k 213.37
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $558k 15k 37.92
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.2 $534k 12k 43.17
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $520k 13k 38.85
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $483k 12k 41.78
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.2 $436k 13k 32.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $415k 5.3k 77.76
R1 RCM (RCM) 0.1 $377k 30k 12.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $374k 1.4k 267.60
Vanguard World Mega Grwth Ind (MGK) 0.1 $358k 1.1k 314.21
Apple (AAPL) 0.1 $354k 1.7k 210.60
Microsoft Corporation (MSFT) 0.1 $347k 777.00 447.09
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.1 $316k 6.3k 50.37
Vanguard Index Fds Value Etf (VTV) 0.1 $288k 1.8k 160.41
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $285k 4.2k 68.14
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.1 $261k 41k 6.34
NVIDIA Corporation (NVDA) 0.1 $251k 2.0k 123.54
At&t (T) 0.1 $248k 13k 19.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $243k 4.2k 57.98
Xcel Energy (XEL) 0.1 $229k 4.3k 53.41
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $226k 14k 16.22
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $219k 5.2k 41.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $219k 2.4k 92.53
Wec Energy Group (WEC) 0.1 $216k 2.8k 78.46
Eli Lilly & Co. (LLY) 0.1 $209k 231.00 906.46
Broadcom (AVGO) 0.1 $206k 128.00 1608.37
Amazon (AMZN) 0.1 $204k 1.1k 193.25