Buska Wealth Management

Buska Wealth Management as of June 30, 2025

Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 67 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) 16.5 $60M 97k 620.90
Vanguard Specialized Funds Div App Etf (VIG) 13.3 $49M 238k 204.67
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 12.1 $44M 465k 95.32
Vanguard Whitehall Fds High Div Yld (VYM) 10.8 $40M 297k 133.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.8 $21M 38k 551.65
Spdr Series Trust Bloomberg Invt (FLRN) 3.0 $11M 361k 30.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.0 $11M 216k 51.02
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 3.0 $11M 232k 47.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.8 $10M 172k 59.81
Select Sector Spdr Tr Energy (XLE) 2.6 $9.6M 114k 84.81
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.6 $9.4M 118k 80.11
Spdr Series Trust Aerospace Def (XAR) 2.4 $8.8M 42k 210.94
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 2.3 $8.3M 210k 39.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $7.8M 95k 82.92
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $7.8M 97k 80.65
Fidelity Covington Trust Msci Indl Indx (FIDU) 2.1 $7.6M 97k 77.53
Ishares Tr Core Msci Euro (IEUR) 1.5 $5.5M 83k 66.20
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.4 $5.1M 69k 74.04
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 1.2 $4.3M 35k 122.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $4.2M 79k 52.76
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.1 $4.0M 98k 41.25
Vanguard World Materials Etf (VAW) 1.1 $3.9M 20k 194.83
Fidelity Covington Trust Consmr Staples (FSTA) 0.3 $1.2M 23k 51.15
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $1.2M 29k 40.46
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.3 $1.1M 25k 46.02
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.3 $1.1M 32k 36.09
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $986k 15k 63.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $964k 36k 26.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $899k 8.2k 110.10
Vanguard Index Fds Value Etf (VTV) 0.2 $861k 4.9k 176.72
Select Sector Spdr Tr Technology (XLK) 0.2 $787k 3.1k 253.19
Fidelity Covington Trust Disruptive Tech (FDTX) 0.2 $751k 19k 39.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $586k 1.0k 568.08
NVIDIA Corporation (NVDA) 0.2 $582k 3.7k 157.99
UnitedHealth (UNH) 0.2 $573k 1.8k 311.89
Oxford Lane Cap Corp (OXLC) 0.2 $573k 137k 4.20
Waste Management (WM) 0.2 $561k 2.5k 228.85
Guggenheim Strategic Opportu Com Sbi (GOF) 0.1 $485k 33k 14.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $485k 1.6k 303.87
Pimco Dynamic Income SHS (PDI) 0.1 $470k 25k 18.97
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $434k 12k 37.42
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $428k 5.7k 75.58
Innovator Etfs Trust Equity Defined P (ZMAR) 0.1 $409k 15k 26.52
At&t (T) 0.1 $392k 14k 28.94
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $389k 20k 19.54
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $358k 8.5k 42.23
Exxon Mobil Corporation (XOM) 0.1 $346k 3.2k 107.80
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $339k 6.9k 49.04
Apple (AAPL) 0.1 $338k 1.6k 205.13
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $334k 7.6k 43.85
Microsoft Corporation (MSFT) 0.1 $333k 670.00 497.30
Trane Technologies SHS (TT) 0.1 $333k 761.00 437.41
Xcel Energy (XEL) 0.1 $316k 4.6k 68.09
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $303k 8.2k 36.79
Coca-Cola Company (KO) 0.1 $300k 4.2k 70.75
Wec Energy Group (WEC) 0.1 $299k 2.9k 104.20
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $290k 3.3k 87.97
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.1 $285k 6.0k 47.13
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $249k 3.4k 72.69
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $247k 3.3k 74.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $242k 3.0k 81.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $225k 12k 18.13
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.1 $217k 4.3k 50.56
Johnson Ctls Intl SHS (JCI) 0.1 $210k 2.0k 105.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $208k 336.00 618.28
Cornerstone Strategic Value (CLM) 0.0 $146k 18k 8.12
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.0 $107k 19k 5.69