Sponsored

The Analysis of Buck Wealth Strategies, LLC's Holdings & P&L

Currently, Buck Wealth Strategies, LLC holds 166 types of securities in its portfolio with a total value $809.8M. In the most recent quarter, they have increased their positions in N/A (+679.2K shares, valued at $13.0M), PYPL (+242.6K shares, valued at $11.0M), PVH (+151.6K shares, valued at $10.6M); decreased their positions in CSCO (-168.4K shares, valued at $13.1M), N/A (-25.3K shares, valued at $3.0M), PGX (-148.5K shares, valued at $1.6M); initiated new positions in N/A (+679.2K shares, valued at $13.0M), PVH (+151.6K shares, valued at $10.6M), HYG (+22.0K shares, valued at $1.8M).

1M P&L

+10.3M+1.33%

3M P&L

-48.9M-5.89%

HY P&L

-32.4M-3.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A441.7M

58.8%

2Telecom Services24.7M

3.3%

3Credit Services23.4M

3.1%

Top Industries by Stock Count

1N/A92 stocks

59.7%

2Drug Manufacturers - General4 stocks

2.6%

3Software - Infrastructure4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR124.0K shares5.69%2026-03-312026-05-08

BOND PIMCO ETF TR628.4K shares8.08%2026-03-312026-05-08

AGG ISHARES TR406.8K shares10.41%2026-03-312026-05-08

SPYG SPDR SERIES TRUST248.3K shares5.45%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS377.3K shares3.50%2026-03-312026-05-08

VO VANGUARD INDEX FDS70.8K shares2.70%2026-03-312026-05-08

AAPL APPLE INC76.8K shares2.11%2026-03-312026-05-08

DGRO ISHARES TR273.7K shares4.20%2026-03-312026-05-08

Sponsored

VNLA JANUS DETROIT STR TR380.4K shares26.33%2026-03-312026-05-08

MSFT MICROSOFT CORP45.7K shares21.76%2026-03-312026-05-08

ALPHABET INC ALPHABET INC57.4K shares0.94%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO55.9K shares2.53%2026-03-312026-05-08

AMZN AMAZON COM INC78.4K shares4.18%2026-03-312026-05-08

XONE BONDBLOXX ETF TRUST318.0K shares21.65%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC295.4K shares0.31%2026-03-312026-05-08

GLDM WORLD GOLD TR156.0K shares-1.92%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP23.6K shares-6.69%2026-03-312026-05-08

WMT WALMART INC112.8K shares-8.17%2026-03-312026-05-08

AMGN AMGEN INC38.2K shares-2.62%2026-03-312026-05-08

KR KROGER CO184.8K shares3.97%2026-03-312026-05-08

KO COCA COLA CO175.1K shares1.77%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC110.1K shares-18.66%2026-03-312026-05-08

WM WASTE MGMT INC DEL57.1K shares2.09%2026-03-312026-05-08

HP INC HP INC679.2K sharesnew addition2026-03-312026-05-08

Sponsored

JPST J P MORGAN EXCHANGE TRADED F256.7K shares-9.60%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC47.6K shares34.40%2026-03-312026-05-08

INTU INTUIT27.9K shares55.39%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC263.5K shares1162.06%2026-03-312026-05-08

PG PROCTER & GAMBLE CO82.4K shares4.82%2026-03-312026-05-08

MINT PIMCO ETF TR118.3K shares21.06%2026-03-312026-05-08

V VISA INC36.9K shares5.84%2026-03-312026-05-08

TIP ISHARES TR100.8K shares-2.96%2026-03-312026-05-08

Sponsored

PVH PVH CORPORATION151.6K sharesnew addition2026-03-312026-05-08

IJR ISHARES TR82.6K shares3.48%2026-03-312026-05-08

JSI JANUS DETROIT STR TR196.5K shares-12.85%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC11.9K shares2.55%2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR123.6K shares3.24%2026-03-312026-05-08

ALL ALLSTATE CORP48.0K shares2.60%2026-03-312026-05-08

CMCSA COMCAST CORP NEW334.0K shares2.70%2026-03-312026-05-08

LAZARD INC LAZARD INC189.1K shares4.50%2026-03-312026-05-08

Sponsored

SRE SEMPRA71.1K shares2.86%2026-03-312026-05-08

CALM CAL MAINE FOODS INC72.4K shares8.83%2026-03-312026-05-08

AVIG AMERICAN CENTY ETF TR130.7K shares-4.95%2026-03-312026-05-08

SGOV ISHARES TR53.8K shares20.01%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR5.5K shares-16.40%2026-03-312026-05-08

NVDA NVIDIA CORPORATION14.1K shares1.87%2026-03-312026-05-08

META META PLATFORMS INC3.6K shares3.83%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T3.1K shares-5.13%2026-03-312026-05-08

Sponsored

HYG ISHARES TR22.0K sharesnew addition2026-03-312026-05-08

IEF ISHARES TR18.2K shares-5.30%2026-03-312026-05-08

MBB ISHARES TR17.9K sharesnew addition2026-03-312026-05-08

MUNI PIMCO ETF TR31.6K shares86.48%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC10.0K shares5.68%2026-03-312026-05-08

LQD ISHARES TR14.7K shares-4.94%2026-03-312026-05-08

EXEL EXELIXIS INC37.3K shares3.69%2026-03-312026-05-08

FLMI FRANKLIN TEMPLETON ETF TR64.5K shares91.29%2026-03-312026-05-08

Sponsored

CAT CATERPILLAR INC2.2K shares-26.65%2026-03-312026-05-08

JAZZ JAZZ PHARMACEUTICALS PLC8.1K shares3.15%2026-03-312026-05-08

ALPHABET INC ALPHABET INC5.2K shares-17.71%2026-03-312026-05-08

NUE NUCOR CORP8.3K shares2.06%2026-03-312026-05-08

IVW ISHARES TR12.4K shares-4.99%2026-03-312026-05-08

CSGS CSG SYS INTL INC17.5K shares3.44%2026-03-312026-05-08

GL GLOBE LIFE INC9.6K shares3.64%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC18.3K shares7.74%2026-03-312026-05-08

Sponsored

FTNT FORTINET INC15.9K shares5.18%2026-03-312026-05-08

GLD SPDR GOLD TR3.0K shares-10.10%2026-03-312026-05-08

EEM ISHARES TR22.4K shares-9.02%2026-03-312026-05-08

VUG VANGUARD INDEX FDS2.9K shares-8.02%2026-03-312026-05-08

IJS ISHARES TR10.6K sharesnew addition2026-03-312026-05-08

CELESTICA INC CELESTICA INC4.4K shares5.73%2026-03-312026-05-08

F FORD MTR CO102.2K shares5.24%2026-03-312026-05-08

PYLD PIMCO ETF TR42.8K sharesnew addition2026-03-312026-05-08

Sponsored

TSLA TESLA INC2.9K shares20.19%2026-03-312026-05-08

DNOV FIRST TR EXCHNG TRADED FD VI22.3K shares-0.99%2026-03-312026-05-08

VTV VANGUARD INDEX FDS5.4K shares-7.55%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS13.6K shares-45.67%2026-03-312026-05-08

IYZ ISHARES TR24.7K shares-9.51%2026-03-312026-05-08

NFLX NETFLIX INC.9.4K shares16.36%2026-03-312026-05-08

WFC WELLS FARGO & CO11.2K sharesnew addition2026-03-312026-05-08

IYW ISHARES TR4.8K shares-5.81%2026-03-312026-05-08

Sponsored

IYM ISHARES TR4.9K sharesnew addition2026-03-312026-05-08

DFEB FIRST TR EXCHNG TRADED FD VI17.7K shares2.69%2026-03-312026-05-08

MELI MERCADOLIBRE INC470 shares5.15%2026-03-312026-05-08

IYH ISHARES TR12.5K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.4K shares26.99%2026-03-312026-05-08

MUB ISHARES TR6.9K shares116.37%2026-03-312026-05-08

DJUN FIRST TR EXCHNG TRADED FD VI15.4K shares0.00%2026-03-312026-05-08

GPK GRAPHIC PACKAGING HLDG CO70.5K shares10.97%2026-03-312026-05-08

Sponsored

DJAN FIRST TR EXCHNG TRADED FD VI15.8K shares38.79%2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS13.9K shares-5.00%2026-03-312026-05-08

IWM ISHARES TR2.6K shares-5.46%2026-03-312026-05-08

SDY SPDR SERIES TRUST4.4K shares-36.03%2026-03-312026-05-08

TAXX BONDBLOXX ETF TRUST12.6K shares43.74%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS8.1K shares-6.10%2026-03-312026-05-08

DDEC FIRST TR EXCHNG TRADED FD VI14.0K shares-1.76%2026-03-312026-05-08

CVX CHEVRON CORPORATION2.9K shares-29.09%2026-03-312026-05-08

Sponsored

OCTM FIRST TR EXCHNG TRADED FD VI18.1K shares0.00%2026-03-312026-05-08

DJUL FIRST TR EXCHNG TRADED FD VI12.5K shares0.00%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F10.7K shares-6.62%2026-03-312026-05-08

DMAR FIRST TR EXCHNG TRADED FD VI13.4K shares-0.30%2026-03-312026-05-08

XOM EXXON MOBIL CORP3.3K shares-7.80%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.2K shares-17.09%2026-03-312026-05-08

HD HOME DEPOT INC1.6K shares-22.13%2026-03-312026-05-08

DOCT FIRST TR EXCHNG TRADED FD VI11.7K shares0.00%2026-03-312026-05-08

Sponsored

DAPR FIRST TR EXCHNG TRADED FD VI12.7K shares0.00%2026-03-312026-05-08

IMCG ISHARES TR6.2K shares-32.72%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR8.0K shares-10.44%2026-03-312026-05-08

LLY ELI LILLY & CO495 shares-3.88%2026-03-312026-05-08

FFEB FIRST TR EXCHNG TRADED FD VI8.0K shares-3.92%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.6K shares-24.08%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-1.75%2026-03-312026-05-08

DAUG FIRST TR EXCHNG TRADED FD VI9.5K shares0.00%2026-03-312026-05-08

Sponsored

DMAY FIRST TR EXCHNG TRADED FD VI9.1K shares0.00%2026-03-312026-05-08

TLT ISHARES TR4.5K shares-4.16%2026-03-312026-05-08

SHOP SHOPIFY INC3.2K shares126.31%2026-03-312026-05-08

FEBM FIRST TR EXCHNG TRADED FD VI12.6K shares28.60%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION382 shares27.33%2026-03-312026-05-08

ABBV ABBVIE INC1.7K shares-6.34%2026-03-312026-05-08

FJUL FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.1K shares-7.73%2026-03-312026-05-08

Sponsored

XLP SELECT SECTOR SPDR TR4.3K shares-7.41%2026-03-312026-05-08

SPYM SPDR SERIES TRUST4.6K shares-4.43%2026-03-312026-05-08

FAPR FIRST TR EXCHNG TRADED FD VI7.8K shares0.00%2026-03-312026-05-08

DECM FIRST TR EXCHNG TRADED FD VI10.4K shares-12.61%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR11.0K shares-8.49%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS7.3K shares-2.21%2026-03-312026-05-08

SECT NORTHERN LTS FD TR IV5.5K shares0.37%2026-03-312026-05-08

VMBS VANGUARD SCOTTSDALE FDS7.0K shares-6.24%2026-03-312026-05-08

Sponsored

CSCO CISCO SYS INC4.2K shares-97.58%2026-03-312026-05-08

MCD MCDONALDS CORP1.0K shares44.49%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.6K sharesnew addition2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS4.1K shares-6.10%2026-03-312026-05-08

BLV VANGUARD BD INDEX FDS4.5K shares-6.05%2026-03-312026-05-08

MO ALTRIA GROUP INC4.7K shares1.81%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL637 shares-8.61%2026-03-312026-05-08

HOOD ROBINHOOD MKTS INC4.4K sharesnew addition2026-03-312026-05-08

Sponsored

ORCL ORACLE CORP2.0K sharesnew addition2026-03-312026-05-08

SPAB SPDR SERIES TRUST11.5K shares3.53%2026-03-312026-05-08

MA MASTERCARD INCORPORATED582 shares11.92%2026-03-312026-05-08

T AT&T INC9.9K shares-17.92%2026-03-312026-05-08

FMAR FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-05-08

MARM FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2026-03-312026-05-08

QJUN FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2026-03-312026-05-08

REZ ISHARES TR3.2K shares-35.02%2026-03-312026-05-08

Sponsored

NOC NORTHROP GRUMMAN CORP395 shares0.25%2026-03-312026-05-08

FNOV FIRST TR EXCHNG TRADED FD VI4.9K shares-0.40%2026-03-312026-05-08

FDEC FIRST TR EXCHNG TRADED FD VI5.2K shares-0.38%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL7.6K shares-12.85%2026-03-312026-05-08

DSEP FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-05-08

FJUN FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2026-03-312026-05-08

PULS PGIM ETF TR4.9K shares0.55%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.5K sharesnew addition2026-03-312026-05-08

Sponsored

HIMU BLACKROCK ETF TRUST II5.0K sharesnew addition2026-03-312026-05-08

NOVM FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP1.1K shares-18.47%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC1.8K shares-13.60%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS385 shares1.32%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC676 shares-15.08%2026-03-312026-05-08

SHYG ISHARES TR5.4K shares1.09%2026-03-312026-05-08

Sponsored

ISRG INTUITIVE SURGICAL INC490 shares-38.21%2026-03-312026-05-08

AUGM FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2026-03-312026-05-08

JUNM FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE742 shares-4.87%2026-03-312026-05-08

FJAN FIRST TR EXCHNG TRADED FD VI4.0K sharesnew addition2026-03-312026-05-08

PGX INVESCO EXCH TRADED FD TR II10.1K shares-93.65%2026-03-312026-05-08

IVV

ISHARES TR

5.69%

Shares124.0K

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

8.08%

Shares628.4K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

10.41%

Shares406.8K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

5.45%

Shares248.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

3.50%

Shares377.3K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

2.70%

Shares70.8K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

2.11%

Shares76.8K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

4.20%

Shares273.7K

Event2026-03-31

Filed2026-05-08

VNLA

JANUS DETROIT STR TR

26.33%

Shares380.4K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

21.76%

Shares45.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.94%

Shares57.4K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

2.53%

Shares55.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

4.18%

Shares78.4K

Event2026-03-31

Filed2026-05-08

XONE

BONDBLOXX ETF TRUST

21.65%

Shares318.0K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

0.31%

Shares295.4K

Event2026-03-31

Filed2026-05-08

GLDM

WORLD GOLD TR

-1.92%

Shares156.0K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-6.69%

Shares23.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

-8.17%

Shares112.8K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

-2.62%

Shares38.2K

Event2026-03-31

Filed2026-05-08

KROGER CO

3.97%

Shares184.8K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

1.77%

Shares175.1K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-18.66%

Shares110.1K

Event2026-03-31

Filed2026-05-08

WASTE MGMT INC DEL

2.09%

Shares57.1K

Event2026-03-31

Filed2026-05-08

HP INC

New

Shares679.2K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

-9.60%

Shares256.7K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

34.40%

Shares47.6K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

55.39%

Shares27.9K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL HLDGS INC

1162.06%

Shares263.5K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

4.82%

Shares82.4K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

21.06%

Shares118.3K

Event2026-03-31

Filed2026-05-08

VISA INC

5.84%

Shares36.9K

Event2026-03-31

Filed2026-05-08

TIP

ISHARES TR

-2.96%

Shares100.8K

Event2026-03-31

Filed2026-05-08

PVH

PVH CORPORATION

New

Shares151.6K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

3.48%

Shares82.6K

Event2026-03-31

Filed2026-05-08

JSI

JANUS DETROIT STR TR

-12.85%

Shares196.5K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

2.55%

Shares11.9K

Event2026-03-31

Filed2026-05-08

AVEM

AMERICAN CENTY ETF TR

3.24%

Shares123.6K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

2.60%

Shares48.0K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW

2.70%

Shares334.0K

Event2026-03-31

Filed2026-05-08

LAZARD INC

4.50%

Shares189.1K

Event2026-03-31

Filed2026-05-08

SRE

SEMPRA

2.86%

Shares71.1K

Event2026-03-31

Filed2026-05-08

CALM

CAL MAINE FOODS INC

8.83%

Shares72.4K

Event2026-03-31

Filed2026-05-08

AVIG

AMERICAN CENTY ETF TR

-4.95%

Shares130.7K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

20.01%

Shares53.8K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-16.40%

Shares5.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.87%

Shares14.1K

Event2026-03-31

Filed2026-05-08