The Analysis of Buska Wealth Management, LLC's Holdings
Currently, Buska Wealth Management, LLC holds 75 types of securities in its portfolio with a total value $333.2M. In the most recent quarter, they have increased their positions in PNR (+3.7K shares, valued at $412.2K), PDI (+19.9K shares, valued at $393.3K), NVT (+3.8K shares, valued at $374.4K); decreased their positions in IVV (-14.2K shares, valued at $9.5M), VIG (-35.7K shares, valued at $7.7M), SPYG (-73.3K shares, valued at $7.7M); initiated new positions in PNR (+3.7K shares, valued at $412.2K), NVT (+3.8K shares, valued at $374.4K), PDO (+16.8K shares, valued at $236.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR82.9K shares-14.58%2025-09-302025-11-12
VIG VANGUARD SPECIALIZED FUNDS202.2K shares-15.01%2025-09-302025-11-12 SPYG SPDR SERIES TRUST391.2K shares-15.78%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS250.0K shares-15.75%2025-09-302025-11-12 QQQ INVESCO QQQ TR32.6K shares-14.97%2025-09-302025-11-12 BUFF INNOVATOR ETFS TRUST202.7K shares-12.57%2025-09-302025-11-12 FLRN SPDR SERIES TRUST320.6K shares-11.20%2025-09-302025-11-12 FLOT ISHARES TR191.8K shares-11.36%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS151.9K shares-11.53%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS102.4K shares-12.81%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR92.4K shares-18.58%2025-09-302025-11-12 XAR SPDR SERIES TRUST34.5K shares-17.19%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS83.7K shares-11.53%2025-09-302025-11-12 HYG ISHARES TR85.8K shares-11.43%2025-09-302025-11-12 PNOV INNOVATOR ETFS TRUST169.3K shares-19.54%2025-09-302025-11-12 FIDU FIDELITY COVINGTON TRUST80.0K shares-17.87%2025-09-302025-11-12 IEUR ISHARES TR70.6K shares-15.13%2025-09-302025-11-12 FNCL FIDELITY COVINGTON TRUST56.5K shares-17.93%2025-09-302025-11-12 IGSB ISHARES TR70.5K shares-10.95%2025-09-302025-11-12 KBWP INVESCO EXCH TRADED FD TR II27.3K shares-23.00%2025-09-302025-11-12 BNOV INNOVATOR ETFS TRUST77.3K shares-20.65%2025-09-302025-11-12 VAW VANGUARD WORLD FD16.4K shares-17.59%2025-09-302025-11-12 PAUG INNOVATOR ETFS TRUST25.8K shares-12.30%2025-09-302025-11-12 IVW ISHARES TR8.9K shares8.46%2025-09-302025-11-12 BAUG INNOVATOR ETFS TRUST20.5K shares-17.51%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR36.3K shares-0.27%2025-09-302025-11-12 FSTA FIDELITY COVINGTON TRUST19.4K shares-16.72%2025-09-302025-11-12 VTV VANGUARD INDEX FDS5.1K shares4.66%2025-09-302025-11-12 UNOV INNOVATOR ETFS TRUST24.9K shares-21.29%2025-09-302025-11-12 PDI PIMCO DYNAMIC INCOME FD44.7K shares80.11%2025-09-302025-11-12 FHLC FIDELITY COVINGTON TRUST13.0K shares-15.38%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR3.1K shares-1.13%2025-09-302025-11-12 FDTX FIDELITY COVINGTON TRUST16.0K shares-16.96%2025-09-302025-11-12 GOF GUGGENHEIM STRATEGIC OPPORTU39.2K shares20.41%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.6K shares2.82%2025-09-302025-11-12 WM WASTE MGMT INC DEL2.4K shares-0.98%2025-09-302025-11-12 VOO VANGUARD INDEX FDS853 shares-17.26%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC1.5K shares-18.72%2025-09-302025-11-12 NVDA NVIDIA CORPORATION2.7K shares-26.28%2025-09-302025-11-12 PCEF INVESCO EXCH TRADED FD TR II24.4K shares22.70%2025-09-302025-11-12 AAPL APPLE INC1.7K shares1.76%2025-09-302025-11-12 ZMAR INNOVATOR ETFS TRUST15.4K shares-0.02%2025-09-302025-11-12 PNR PENTAIR PLC3.7K sharesnew addition2025-09-302025-11-12 MSFT MICROSOFT CORP771 shares15.07%2025-09-302025-11-12 T AT&T INC13.6K shares0.59%2025-09-302025-11-12 XEL XCEL ENERGY INC4.7K shares0.75%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD5.0K shares-12.55%2025-09-302025-11-12 NVT NVENT ELECTRIC PLC3.8K sharesnew addition2025-09-302025-11-12 UAUG INNOVATOR ETFS TRUST9.3K shares-19.84%2025-09-302025-11-12 XOM EXXON MOBIL CORP3.2K shares-0.44%2025-09-302025-11-12 WEC WEC ENERGY GROUP INC2.9K shares0.00%2025-09-302025-11-12 TT TRANE TECHNOLOGIES PLC764 shares0.39%2025-09-302025-11-12 PMAR INNOVATOR ETFS TRUST7.2K shares-14.98%2025-09-302025-11-12 SPYM SPDR SERIES TRUST4.0K shares17.95%2025-09-302025-11-12 PJUL INNOVATOR ETFS TRUST6.9K shares-9.83%2025-09-302025-11-12 BMAR INNOVATOR ETFS TRUST5.7K shares-17.71%2025-09-302025-11-12 BJUL INNOVATOR ETFS TRUST5.3K shares-11.43%2025-09-302025-11-12 ET ENERGY TRANSFER L P15.4K shares24.05%2025-09-302025-11-12 SPTM SPDR SERIES TRUST3.3K shares-0.43%2025-09-302025-11-12 KO COCA COLA CO3.9K shares-7.45%2025-09-302025-11-12 UJUL INNOVATOR ETFS TRUST6.7K shares-18.55%2025-09-302025-11-12 PPH VANECK ETF TRUST2.6K shares-19.78%2025-09-302025-11-12 PDO PIMCO DYNAMIC INCOME OPRNTS16.8K sharesnew addition2025-09-302025-11-12 AWF ALLIANCEBERNSTEIN GLOBAL HIG21.0K sharesnew addition2025-09-302025-11-12 CLM CORNERSTONE STRATEGIC INVEST28.3K shares57.17%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR2.6K shares-10.51%2025-09-302025-11-12 BIT BLACKROCK MULTI SECTOR INC T16.8K sharesnew addition2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR336 shares0.00%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC2.0K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC661 sharesnew addition2025-09-302025-11-12 GOOGL ALPHABET INC890 sharesnew addition2025-09-302025-11-12 MGK VANGUARD WORLD FD530 sharesnew addition2025-09-302025-11-12 GSST GOLDMAN SACHS ETF TR4.2K shares-3.19%2025-09-302025-11-12 LLY ELI LILLY & CO263 sharesnew addition2025-09-302025-11-12 CRF CORNERSTONE TOTAL RETURN FD23.2K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available