Buska Wealth Management

Buska Wealth Management as of March 31, 2025

Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 64 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) 16.9 $54M 96k 561.90
Vanguard Specialized Funds Div App Etf (VIG) 14.1 $45M 232k 193.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.1 $36M 441k 80.37
Vanguard Whitehall Fds High Div Yld (VYM) 10.8 $35M 267k 128.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $16M 34k 468.93
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 3.4 $11M 293k 37.22
Select Sector Spdr Tr Energy (XLE) 3.1 $10M 107k 93.45
Spdr Ser Tr Aerospace Def (XAR) 2.9 $9.4M 58k 160.69
Spdr Ser Tr Bloomberg Invt (FLRN) 2.9 $9.1M 297k 30.82
Fidelity Covington Trust Msci Indl Indx (FIDU) 2.9 $9.1M 133k 68.47
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.8 $9.0M 177k 51.05
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $8.0M 135k 59.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $6.1M 74k 81.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.9 $5.9M 75k 78.89
Select Sector Spdr Tr Technology (XLK) 1.9 $5.9M 29k 206.48
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.7 $5.3M 84k 63.00
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.6 $5.2M 136k 38.19
Vanguard World Materials Etf (VAW) 1.6 $5.1M 27k 188.81
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 1.5 $4.8M 108k 44.09
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $2.7M 51k 52.37
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.7 $2.2M 32k 69.52
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.6 $1.9M 15k 124.59
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.5M 20k 73.69
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.4 $1.4M 38k 37.78
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.4 $1.4M 42k 33.95
Fidelity Covington Trust Consmr Staples (FSTA) 0.4 $1.4M 27k 51.13
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.4 $1.4M 32k 42.45
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $1.2M 18k 68.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.0M 37k 27.96
Fidelity Covington Trust Disruptive Tech (FDTX) 0.3 $1000k 32k 31.49
Vanguard Index Fds Value Etf (VTV) 0.3 $837k 4.8k 172.72
UnitedHealth (UNH) 0.2 $783k 1.5k 523.75
Ishares Tr Core Msci Euro (IEUR) 0.2 $762k 13k 60.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $748k 8.1k 92.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $570k 1.1k 513.91
Waste Management (WM) 0.2 $561k 2.4k 231.51
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $557k 16k 34.62
Guggenheim Strategic Opportu Com Sbi (GOF) 0.2 $484k 31k 15.57
Oxford Lane Cap Corp (OXLC) 0.1 $462k 98k 4.72
Pimco Dynamic Income SHS (PDI) 0.1 $461k 23k 19.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $439k 1.6k 274.79
Innovator Etfs Trust Equity Defined P (ZMAR) 0.1 $397k 15k 25.77
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $384k 9.6k 39.93
Exxon Mobil Corporation (XOM) 0.1 $382k 3.2k 118.93
At&t (T) 0.1 $382k 14k 28.28
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $375k 9.3k 40.19
Apple (AAPL) 0.1 $370k 1.7k 222.19
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $367k 4.0k 91.13
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $363k 19k 18.85
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $348k 10k 33.53
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $345k 7.6k 45.54
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.1 $326k 7.6k 43.18
Wec Energy Group (WEC) 0.1 $313k 2.9k 108.98
Coca-Cola Company (KO) 0.1 $306k 4.3k 71.62
Xcel Energy (XEL) 0.1 $289k 4.1k 70.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $276k 3.5k 78.85
Microsoft Corporation (MSFT) 0.1 $265k 706.00 375.22
Trane Technologies SHS (TT) 0.1 $256k 761.00 336.92
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $249k 4.9k 50.54
NVIDIA Corporation (NVDA) 0.1 $225k 2.1k 108.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $214k 3.6k 58.69
Chevron Corporation (CVX) 0.1 $206k 1.2k 167.33
Cornerstone Strategic Value (CLM) 0.0 $123k 17k 7.43
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.0 $111k 19k 5.84