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Brucke Financial, Inc. Top Holdings and 13F Report (2025)

About Brucke Financial, Inc.

Investment Activity

  • Brucke Financial, Inc. has $115.16 million in total holdings as of March 31, 2025.
  • Brucke Financial, Inc. owns shares of 139 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
  • Approximately 7.25% of the portfolio was purchased this quarter.
  • About 3.07% of the portfolio was sold this quarter.
  • This quarter, Brucke Financial, Inc. has purchased 138 new stocks and bought additional shares in 82 stocks.
  • Brucke Financial, Inc. sold shares of 49 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC
$416,672 Holding
03524A108 - Anheuser-Busch InBev SA/NV
$295,882 Holding
125523100 - The Cigna Group
$244,149 Holding
375558103 - Gilead Sciences
$243,902 Holding
191216100 - Coca-Cola
$212,593 Holding

Largest Purchases this Quarter

Apple
3,882 shares (about $824.93K)
NVIDIA
5,291 shares (about $576.29K)
Microsoft
1,090 shares (about $430.85K)
PALANTIR TECHNOLOGIES INC
3,518 shares (about $416.67K)
Vanguard Russell 2000 ETF
4,974 shares (about $391.70K)

Largest Sales this Quarter

Vanguard Tax-Exempt Bond ETF
3,850 shares (about $189.42K)
Schwab International Small-Cap Equity ETF
4,582 shares (about $173.34K)
Lowe's Companies
766 shares (about $171.24K)
Vanguard Intermediate-Term Treasury ETF
2,573 shares (about $154.30K)
GSK
3,329 shares (about $132.66K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrucke Financial, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$5,655,311$31,649 -0.6%69,1534.9%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$5,645,410$154,303 -2.7%94,1374.9%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$4,217,836$173,338 -3.9%111,4943.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,642,892$576,288 18.8%33,4463.2%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$3,617,253$35,577 -1.0%73,0023.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,617,214$114,709 3.3%19,6143.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$3,379,400$824,928 32.3%15,9032.9%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,290,859$60,854 1.9%62,2442.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,138,091$46,116 1.5%5,7162.7%Computer and Technology
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$3,133,623$391,703 14.3%39,7922.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,804,865$430,849 18.1%7,0962.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,782,918$26,744 1.0%28,6162.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,694,042$311,883 13.1%16,9652.3%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,499,657$93,671 3.9%31,5692.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$2,425,559$120,673 5.2%41,1252.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,419,477$156,931 6.9%110,3272.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,296,708$333,281 17.0%4,3072.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,871,268$120,348 6.9%7,6501.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,301,097$7,699 0.6%6,7601.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$1,203,552$63,684 5.6%4,4791.0%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,163,006$98,235 9.2%11,1051.0%ETF
SAP SE stock logo
SAP
SAP
$1,124,347$18,116 1.6%3,8481.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,071,382$46,795 4.6%15,0880.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,023,038$75,340 -6.9%2,8380.9%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$994,523$9,891 -1.0%1,1060.9%Medical
Visa Inc. stock logo
V
Visa
$992,861$2,418 0.2%2,8740.9%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$978,558$1,856 0.2%3,1640.8%Industrials
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$926,288$189,420 -17.0%18,8270.8%ETF
American Express stock logo
AXP
American Express
$882,883$55,147 6.7%3,3140.8%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$854,449$18,108 -2.1%7550.7%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$828,140$107,503 -11.5%2,9350.7%Auto/Tires/Trucks
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$817,190$6,391 0.8%39,7660.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$816,816$18,131 -2.2%5,2260.7%Medical
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$790,657$11,270 1.4%31,5000.7%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$749,925$9,028 1.2%14,2870.7%Manufacturing
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$717,471$15,000 2.1%6,7920.6%Energy
Bank of America Co. stock logo
BAC
Bank of America
$711,238$183,134 34.7%17,8340.6%Finance
Relx Plc stock logo
RELX
Relx
$708,824$29,063 -3.9%12,9750.6%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$698,889$13,226 1.9%4,9670.6%Computer and Technology
ASML Holding stock logo
ASML
ASML
$695,471$29,396 4.4%1,0410.6%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$686,841$7,831 -1.1%6,0520.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$686,179$94,815 16.0%1,2520.6%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$681,283$238,278 53.8%4,5890.6%Computer and Technology
Shell plc stock logo
SHEL
Shell
$674,461$13,025 2.0%10,4600.6%Energy
CRH PLC
$633,875$47,710 8.1%6,6430.6%ORD
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$620,338$31,610 -4.8%2,5120.5%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$613,230$18,809 -3.0%8,5420.5%Medical
Adobe Inc. stock logo
ADBE
Adobe
$611,217$233,987 62.0%1,6300.5%Computer and Technology
UBS Group AG stock logo
UBS
UBS Group
$594,866$20,496 -3.3%19,6780.5%Finance
Shopify Inc. stock logo
SHOP
Shopify
$582,920$1,425 -0.2%6,1360.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$561,169$275,302 96.3%9,7210.5%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$555,935$4,893 -0.9%8,7480.5%Consumer Staples
Ferrari stock logo
RACE
Ferrari
$548,595$7,850 1.5%1,1880.5%Auto/Tires/Trucks
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$540,400$51,458 10.5%23,6710.5%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$528,338$2,098 0.4%15,8660.5%ETF
BP p.l.c. stock logo
BP
BP
$523,836$32,623 -5.9%19,0760.5%Energy
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$507,328$44,089 9.5%7,6290.4%ETF
Integer Holdings Co. stock logo
ITGR
Integer
$503,851$2,905 0.6%3,9890.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$502,066$8,976 1.8%2,5730.4%Medical
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$501,698$38,002 8.2%4,1850.4%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$501,115$6,580 -1.3%20,4870.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$495,860$4,318 0.9%11,2540.4%Computer and Technology
Sanofi stock logo
SNY
Sanofi
$488,615$46,543 -8.7%8,8920.4%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$482,100$29,821 6.6%4850.4%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$471,464$171,238 -26.6%2,1090.4%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$465,422$92,179 24.7%1,1310.4%Medical
Accenture plc stock logo
ACN
Accenture
$461,588$26,923 -5.5%1,5430.4%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$455,005$23,208 -4.9%6,8030.4%Utilities
Intuit Inc. stock logo
INTU
Intuit
$450,523$13,804 3.2%7180.4%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$448,951$13,619 -2.9%9230.4%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$445,938$37,082 -7.7%1,3950.4%Retail/Wholesale
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$435,862$8,661 -1.9%8,3040.4%Manufacturing
International Business Machines Co. stock logo
IBM
International Business Machines
$432,054$26,595 6.6%1,7870.4%Computer and Technology
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$421,841$11,034 -2.5%6,6140.4%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$417,316$49,131 13.3%2,7690.4%Computer and Technology
PALANTIR TECHNOLOGIES INC
$416,672$416,672 New Holding3,5180.4%CL A
Carvana Co. stock logo
CVNA
Carvana
$412,218$86,500 -17.3%1,6870.4%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$405,411$21,198 -5.0%6,1010.4%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$398,326$43,421 -9.8%4,9170.3%Computer and Technology
RTX Co. stock logo
RTX
RTX
$393,147$72,525 -15.6%3,1170.3%Aerospace
GSK plc stock logo
GSK
GSK
$392,722$132,661 -25.3%9,8550.3%Medical
Comcast Co. stock logo
CMCSA
Comcast
$378,184$81,670 27.5%11,0580.3%Consumer Discretionary
Belden Inc. stock logo
BDC
Belden
$371,093$18,663 5.3%3,5990.3%Industrials
SPDR Nuveen Bloomberg Municipal Bond ETF stock logo
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF
$369,191$95,437 34.9%8,2630.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$364,292$12,680 3.6%2,2410.3%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$359,283$15,056 -4.0%2,7920.3%Retail/Wholesale
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$358,448$33,794 10.4%8,2310.3%Consumer Staples
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$358,416$6,327 -1.7%2,0960.3%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$346,028$17,926 5.5%2,1620.3%Computer and Technology
The Brink's Company stock logo
BCO
Brink's
$335,007$268 -0.1%3,7540.3%Business Services
Flowers Foods, Inc. stock logo
FLO
Flowers Foods
$326,822$70 0.0%18,5800.3%Consumer Staples
ServiceNow, Inc. stock logo
NOW
ServiceNow
$324,703$24,830 8.3%3400.3%Computer and Technology
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$318,706$8,523 2.7%3,2160.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$315,122$37,285 13.4%3,2370.3%Computer and Technology
General Cable Corp stock logo
BGC
General Cable
$313,168$2,718 0.9%34,5660.3%Finance
Sea Limited stock logo
SE
SEA
$311,398$45,309 17.0%2,3230.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$311,056$10,199 -3.2%610.3%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$310,305$16,733 5.7%2,2810.3%Energy
GE Aerospace stock logo
GE
GE Aerospace
$301,527$16,729 5.9%1,4960.3%Industrials
AT&T Inc. stock logo
T
AT&T
$301,141$12,741 -4.1%10,8720.3%Computer and Technology

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