The Analysis of Buck Wealth Strategies, LLC's Holdings
Currently, Buck Wealth Strategies, LLC holds 170 types of securities in its portfolio with a total value $729.6M. In the most recent quarter, they have increased their positions in AVEM (+149.5K shares, valued at $11.2M), SPYG (+80.3K shares, valued at $8.4M), AVIG (+160.6K shares, valued at $6.8M); decreased their positions in VWO (-171.5K shares, valued at $9.3M), IVW (-63.7K shares, valued at $7.7M), PGX (-161.4K shares, valued at $1.9M); initiated new positions in AVEM (+149.5K shares, valued at $11.2M), AVIG (+160.6K shares, valued at $6.8M), BND (+61.6K shares, valued at $4.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR102.6K shares9.95%2025-09-302025-11-04
AGG ISHARES TR454.5K shares4.52%2025-09-302025-11-04 BOND PIMCO ETF TR413.8K shares10.47%2025-09-302025-11-04 VO VANGUARD INDEX FDS88.5K shares10.74%2025-09-302025-11-04 AAPL APPLE INC77.4K shares0.92%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS313.4K shares16.46%2025-09-302025-11-04 GOOGL ALPHABET INC76.7K shares-1.31%2025-09-302025-11-04 MSFT MICROSOFT CORP35.3K shares2.48%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.52.5K shares0.60%2025-09-302025-11-04 VNLA JANUS DETROIT STR TR322.9K shares-2.43%2025-09-302025-11-04 AMZN AMAZON COM INC71.8K shares3.60%2025-09-302025-11-04 XONE BONDBLOXX ETF TRUST280.6K shares-2.08%2025-09-302025-11-04 MGA MAGNA INTL INC285.3K shares-0.40%2025-09-302025-11-04 JPST J P MORGAN EXCHANGE TRADED F264.6K shares4.47%2025-09-302025-11-04 CSCO CISCO SYS INC189.9K shares-1.15%2025-09-302025-11-04 WMT WALMART INC118.4K shares1.45%2025-09-302025-11-04 TIP ISHARES TR108.5K shares-5.82%2025-09-302025-11-04 GLDM WORLD GOLD TR152.6K shares9.06%2025-09-302025-11-04 LMT LOCKHEED MARTIN CORP23.4K shares3.67%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC265.1K shares0.88%2025-09-302025-11-04 INTU INTUIT16.5K shares0.53%2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR149.5K sharesnew addition2025-09-302025-11-04 AMGN AMGEN INC39.5K shares0.99%2025-09-302025-11-04 SPYG SPDR SERIES TRUST103.9K shares340.01%2025-09-302025-11-04 MRK MERCK & CO INC129.0K shares3.50%2025-09-302025-11-04 WM WASTE MGMT INC DEL49.0K shares2.43%2025-09-302025-11-04 V VISA INC31.4K shares3.73%2025-09-302025-11-04 MINT PIMCO ETF TR104.8K shares-2.17%2025-09-302025-11-04 KO COCA COLA CO158.7K shares2.78%2025-09-302025-11-04 KR KROGER CO152.9K shares3.40%2025-09-302025-11-04 DGRO ISHARES TR148.9K shares11.82%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO65.7K shares2.98%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC29.0K shares7.76%2025-09-302025-11-04 WSO WATSCO INC22.7K shares5.65%2025-09-302025-11-04 JSI JANUS DETROIT STR TR170.8K shares4.26%2025-09-302025-11-04 IJR ISHARES TR71.0K shares10.16%2025-09-302025-11-04 AVIG AMERICAN CENTY ETF TR160.6K sharesnew addition2025-09-302025-11-04 SRE SEMPRA67.1K shares2.94%2025-09-302025-11-04 QQQ INVESCO QQQ TR9.4K shares75.52%2025-09-302025-11-04 CALM CAL MAINE FOODS INC59.5K shares1.30%2025-09-302025-11-04 OTTR OTTER TAIL CORP67.8K shares2.51%2025-09-302025-11-04 AVA AVISTA CORP144.0K shares3.79%2025-09-302025-11-04 AWK AMERICAN WTR WKS CO INC NEW38.1K shares2.94%2025-09-302025-11-04 AWR AMER STATES WTR CO66.5K shares4.76%2025-09-302025-11-04 SGOV ISHARES TR47.7K shares-2.71%2025-09-302025-11-04 BND VANGUARD BD INDEX FDS61.6K sharesnew addition2025-09-302025-11-04 WSC WILLSCOT HLDGS CORP188.1K shares5.75%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR4.7K shares-0.15%2025-09-302025-11-04 IEF ISHARES TR22.2K shares3.86%2025-09-302025-11-04 HYG ISHARES TR26.0K shares-1.14%2025-09-302025-11-04 SDY SPDR SERIES TRUST14.9K sharesnew addition2025-09-302025-11-04 IVW ISHARES TR17.0K shares-78.90%2025-09-302025-11-04 FLOT ISHARES TR38.1K shares0.03%2025-09-302025-11-04 BWX SPDR SERIES TRUST84.4K sharesnew addition2025-09-302025-11-04 VUG VANGUARD INDEX FDS3.7K shares-1.08%2025-09-302025-11-04 NVDA NVIDIA CORPORATION9.4K shares53.56%2025-09-302025-11-04 EFA ISHARES TR18.6K sharesnew addition2025-09-302025-11-04 EEM ISHARES TR32.4K sharesnew addition2025-09-302025-11-04 META META PLATFORMS INC2.1K shares51.95%2025-09-302025-11-04 IMCG ISHARES TR18.6K sharesnew addition2025-09-302025-11-04 JNJ JOHNSON & JOHNSON7.8K shares-13.81%2025-09-302025-11-04 GLD SPDR GOLD TR3.8K shares-7.96%2025-09-302025-11-04 CVX CHEVRON CORP NEW8.5K shares-15.14%2025-09-302025-11-04 VTV VANGUARD INDEX FDS6.9K shares-0.22%2025-09-302025-11-04 IYW ISHARES TR6.5K shares-7.89%2025-09-302025-11-04 T AT&T INC42.0K shares-18.97%2025-09-302025-11-04 AEP AMERICAN ELEC PWR CO INC10.3K shares-18.25%2025-09-302025-11-04 IYZ ISHARES TR35.2K shares-2.76%2025-09-302025-11-04 CAT CATERPILLAR INC2.4K shares72.58%2025-09-302025-11-04 GOOG ALPHABET INC4.6K shares116.72%2025-09-302025-11-04 IYF ISHARES TR8.4K shares-2.55%2025-09-302025-11-04 IYC ISHARES TR9.9K shares-2.49%2025-09-302025-11-04 DNOV FIRST TR EXCHNG TRADED FD VI20.9K shares-0.57%2025-09-302025-11-04 CLS CELESTICA INC3.9K shares108.30%2025-09-302025-11-04 TSLA TESLA INC2.1K shares5.97%2025-09-302025-11-04 DIS DISNEY WALT CO8.2K sharesnew addition2025-09-302025-11-04 PNC PNC FINL SVCS GROUP INC4.6K shares-21.58%2025-09-302025-11-04 EXEL EXELIXIS INC22.4K shares86.84%2025-09-302025-11-04 USB US BANCORP DEL18.9K shares-19.98%2025-09-302025-11-04 PKG PACKAGING CORP AMER4.2K shares-21.65%2025-09-302025-11-04 MDT MEDTRONIC PLC9.4K shares-21.23%2025-09-302025-11-04 GPC GENUINE PARTS CO6.5K shares-20.87%2025-09-302025-11-04 UBER UBER TECHNOLOGIES INC8.8K shares129.14%2025-09-302025-11-04 REZ ISHARES TR10.0K sharesnew addition2025-09-302025-11-04 KMB KIMBERLY-CLARK CORP6.7K shares-18.26%2025-09-302025-11-04 NFLX NETFLIX INC696 shares6.10%2025-09-302025-11-04 HPQ HP INC30.6K shares-20.17%2025-09-302025-11-04 DUK DUKE ENERGY CORP NEW6.7K shares-17.64%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS16.6K shares0.59%2025-09-302025-11-04 DFEB FIRST TR EXCHNG TRADED FD VI17.5K shares-0.01%2025-09-302025-11-04 EPD ENTERPRISE PRODS PARTNERS L25.7K shares-20.19%2025-09-302025-11-04 HD HOME DEPOT INC1.9K shares-1.87%2025-09-302025-11-04 BSV VANGUARD BD INDEX FDS9.8K shares-0.32%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F13.7K shares-92.60%2025-09-302025-11-04 BMY BRISTOL-MYERS SQUIBB CO16.4K shares-19.85%2025-09-302025-11-04 DELL DELL TECHNOLOGIES INC5.1K shares163.80%2025-09-302025-11-04 DJUN FIRST TR EXCHNG TRADED FD VI15.5K shares-0.41%2025-09-302025-11-04 AVB AVALONBAY CMNTYS INC3.7K shares-20.14%2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC868 shares149.43%2025-09-302025-11-04 JAZZ JAZZ PHARMACEUTICALS PLC5.1K sharesnew addition2025-09-302025-11-04 DRI DARDEN RESTAURANTS INC3.5K shares-20.03%2025-09-302025-11-04 GL GLOBE LIFE INC4.7K sharesnew addition2025-09-302025-11-04 EMN EASTMAN CHEM CO10.5K shares-19.70%2025-09-302025-11-04 PSA PUBLIC STORAGE OPER CO2.3K shares-20.89%2025-09-302025-11-04 F FORD MTR CO54.6K shares197.59%2025-09-302025-11-04 DDEC FIRST TR EXCHNG TRADED FD VI14.8K shares-1.05%2025-09-302025-11-04 DJUL FIRST TR EXCHNG TRADED FD VI13.4K shares4.68%2025-09-302025-11-04 CSGS CSG SYS INTL INC9.7K shares215.33%2025-09-302025-11-04 NUE NUCOR CORP4.6K shares176.03%2025-09-302025-11-04 TLT ISHARES TR6.4K shares-1.72%2025-09-302025-11-04 FTNT FORTINET INC6.7K sharesnew addition2025-09-302025-11-04 OCTM FIRST TR EXCHNG TRADED FD VI17.3K shares0.00%2025-09-302025-11-04 DMAR FIRST TR EXCHNG TRADED FD VI13.7K shares-0.04%2025-09-302025-11-04 EEFT EURONET WORLDWIDE INC6.2K sharesnew addition2025-09-302025-11-04 DOCT FIRST TR EXCHNG TRADED FD VI12.2K shares0.00%2025-09-302025-11-04 DAPR FIRST TR EXCHNG TRADED FD VI12.8K shares-5.25%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS1.7K shares-2.56%2025-09-302025-11-04 FFEB FIRST TR EXCHNG TRADED FD VI8.9K shares-0.01%2025-09-302025-11-04 DJAN FIRST TR EXCHNG TRADED FD VI11.4K shares-0.01%2025-09-302025-11-04 VB VANGUARD INDEX FDS1.9K shares8.97%2025-09-302025-11-04 ABBV ABBVIE INC2.0K shares-8.15%2025-09-302025-11-04 TXRH TEXAS ROADHOUSE INC2.8K sharesnew addition2025-09-302025-11-04 SPYM SPDR SERIES TRUST6.0K shares0.85%2025-09-302025-11-04 AVGO BROADCOM INC1.4K shares24.24%2025-09-302025-11-04 VTI VANGUARD INDEX FDS1.3K shares0.67%2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR4.8K shares0.25%2025-09-302025-11-04 DAUG FIRST TR EXCHNG TRADED FD VI9.5K shares-0.12%2025-09-302025-11-04 VMBS VANGUARD SCOTTSDALE FDS8.6K shares0.16%2025-09-302025-11-04 DMAY FIRST TR EXCHNG TRADED FD VI9.1K shares0.00%2025-09-302025-11-04 MELI MERCADOLIBRE INC169 sharesnew addition2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL785 shares21.33%2025-09-302025-11-04 XLP SELECT SECTOR SPDR TR5.0K shares-2.36%2025-09-302025-11-04 BLV VANGUARD BD INDEX FDS5.5K shares0.33%2025-09-302025-11-04 BIV VANGUARD BD INDEX FDS4.9K shares0.22%2025-09-302025-11-04 DECM FIRST TR EXCHNG TRADED FD VI11.9K shares0.00%2025-09-302025-11-04 XOM EXXON MOBIL CORP3.3K shares-6.80%2025-09-302025-11-04 FJUL FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-09-302025-11-04 SPDW SPDR INDEX SHS FDS8.1K shares1.92%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR12.7K shares-1.96%2025-09-302025-11-04 SECT NORTHERN LTS FD TR IV5.4K shares0.17%2025-09-302025-11-04 FAPR FIRST TR EXCHNG TRADED FD VI7.8K shares-8.21%2025-09-302025-11-04 SPAB SPDR SERIES TRUST13.1K shares-0.44%2025-09-302025-11-04 GOVT ISHARES TR13.9K sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INC4.8K shares-29.00%2025-09-302025-11-04 FEBM FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2025-09-302025-11-04 QJUN FIRST TR EXCHNG TRADED FD VI8.9K shares-10.68%2025-09-302025-11-04 MARM FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2025-09-302025-11-04 FMAR FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2025-09-302025-11-04 SHYG ISHARES TR6.0K shares-4.97%2025-09-302025-11-04 MMM 3M CO1.7K shares-11.59%2025-09-302025-11-04 FDEC FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2025-09-302025-11-04 KMI KINDER MORGAN INC DEL9.1K shares-6.95%2025-09-302025-11-04 DSEP FIRST TR EXCHNG TRADED FD VI5.8K shares-0.03%2025-09-302025-11-04 PULS PGIM ETF TR5.1K shares2.33%2025-09-302025-11-04 FJUN FIRST TR EXCHNG TRADED FD VI4.5K shares-11.68%2025-09-302025-11-04 BIL SPDR SERIES TRUST2.7K shares23.82%2025-09-302025-11-04 LLY ELI LILLY & CO324 sharesnew addition2025-09-302025-11-04 COST COSTCO WHSL CORP NEW261 shares0.00%2025-09-302025-11-04 FNOV FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORP386 shares-4.46%2025-09-302025-11-04 LRCX LAM RESEARCH CORP1.7K sharesnew addition2025-09-302025-11-04 JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-09-302025-11-04 MCD MCDONALDS CORP732 shares-5.79%2025-09-302025-11-04 AUGM FIRST TR EXCHNG TRADED FD VI6.4K shares-0.53%2025-09-302025-11-04 VOO VANGUARD INDEX FDS345 sharesnew addition2025-09-302025-11-04 JUNM FIRST TR EXCHNG TRADED FD VI6.2K sharesnew addition2025-09-302025-11-04 BAC BANK AMERICA CORP4.0K sharesnew addition2025-09-302025-11-04 MMC MARSH & MCLENNAN COS INC1.0K sharesnew addition2025-09-302025-11-04 PGX INVESCO EXCH TRADED FD TR II13.6K shares-92.25%2025-09-302025-11-04 RXRX RECURSION PHARMACEUTICALS IN15.3K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available