Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Buck Wealth Strategies, LLCInvestment ActivityBuck Wealth Strategies, LLC has $656.36 million in total holdings as of December 31, 2024.Buck Wealth Strategies, LLC owns shares of 154 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 14.82% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Buck Wealth Strategies, LLC has purchased 124 new stocks and bought additional shares in 104 stocks.Buck Wealth Strategies, LLC sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $57,917,576iShares Core U.S. Aggregate Bond ETF $43,138,603PIMCO ETF TR $34,529,323Vanguard Mid-Cap ETF $22,355,280Microsoft $17,134,659 Largest New Holdings this Quarter 293792107 - Enterprise Products Partners $999,204 Holding110122108 - Bristol Myers Squibb $949,269 Holding053484101 - AvalonBay Communities $940,781 Holding78464A854 - SPDR Portfolio S&P 500 ETF $429,031 Holding922908769 - Vanguard Total Stock Market ETF $406,157 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 12,087 shares (about $7.50M)PIMCO ETF TR 60,101 shares (about $5.54M)JPMorgan Chase & Co. 11,674 shares (about $3.38M)Vanguard Mid-Cap ETF 11,341 shares (about $3.17M)Vanguard FTSE Developed Markets ETF 47,657 shares (about $2.72M) Largest Sales this Quarter Kroger 14,622 shares (about $1.05M)iShares Core S&P Small-Cap ETF 8,596 shares (about $939.46K)Caterpillar 1,733 shares (about $672.85K)Public Storage 531 shares (about $155.80K)Vanguard Small-Cap ETF 623 shares (about $147.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuck Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$57,917,576$7,504,821 ▲14.9%93,2808.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$43,138,603$2,373,062 ▲5.8%434,8656.6%FinancePIMCO ETF TR$34,529,323$5,540,108 ▲19.1%374,5865.3%ACTIVE BD ETFVOVanguard Mid-Cap ETF$22,355,280$3,173,544 ▲16.5%79,8893.4%ETFMSFTMicrosoft$17,134,659$1,681,234 ▲10.9%34,4482.6%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$16,280,852$2,627,179 ▲19.2%330,9122.5%ETFAAPLApple$15,727,062$2,045,335 ▲14.9%76,6542.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$15,340,638$2,716,923 ▲21.5%269,0872.3%ETFAMZNAmazon.com$15,196,807$1,762,810 ▲13.1%69,2682.3%Retail/WholesaleJPMJPMorgan Chase & Co.$15,137,811$3,384,380 ▲28.8%52,2162.3%FinanceXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$14,222,221$2,662,451 ▲23.0%286,5652.2%ETFGOOGLAlphabet$13,695,043$1,625,726 ▲13.5%77,7112.1%Computer and TechnologyCSCOCisco Systems$13,326,771$1,072,613 ▲8.8%192,0842.0%Computer and TechnologyINTUIntuit$12,915,320$820,695 ▲6.8%16,3982.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$12,835,241$867,795 ▲7.3%253,2602.0%ETFTIPiShares TIPS Bond ETF$12,674,566$612,375 ▲5.1%115,1811.9%ETFWMTWalmart$11,407,624$1,119,192 ▲10.9%116,6661.7%Retail/WholesaleVZVerizon Communications$11,369,215$1,095,075 ▲10.7%262,7511.7%Computer and TechnologyMGAMagna International$11,058,137$1,179,034 ▲11.9%286,4061.7%Auto/Tires/TrucksWMWaste Management$10,942,986$904,975 ▲9.0%47,8241.7%Business ServicesKOCocaCola$10,925,823$935,596 ▲9.4%154,4291.7%Consumer StaplesAMGNAmgen$10,913,762$1,499,358 ▲15.9%39,0881.7%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$10,767,741$1,794,959 ▲20.0%107,1041.6%ETFVVisa$10,758,809$1,050,956 ▲10.8%30,3021.6%Business ServicesKRKroger$10,605,641$1,048,836 ▼-9.0%147,8551.6%Retail/WholesaleLMTLockheed Martin$10,435,275$1,093,453 ▲11.7%22,5321.6%AerospacePGProcter & Gamble$10,163,495$1,124,480 ▲12.4%63,7931.5%Consumer StaplesMRKMerck & Co., Inc.$9,863,586$2,385,094 ▲31.9%124,6031.5%MedicalWSOWatsco$9,470,110$1,019,260 ▲12.1%21,4441.4%ConstructionGLDMSPDR Gold MiniShares Trust$9,170,638$611,564 ▲7.1%139,9671.4%FinanceVWOVanguard FTSE Emerging Markets ETF$9,158,105$2,044,279 ▲28.7%185,1621.4%ETFIVWiShares S&P 500 Growth ETF$8,895,417$1,647,756 ▲22.7%80,7941.4%ETFJANUS DETROIT STR TR$8,619,403$75,773 ▲0.9%163,8051.3%HENDERSON SECURIDGROiShares Core Dividend Growth ETF$8,513,887$1,120,231 ▲15.2%133,1541.3%ETFUNHUnitedHealth Group$8,389,192$2,591,537 ▲44.7%26,8911.3%MedicalIJRiShares Core S&P Small-Cap ETF$7,043,549$939,460 ▼-11.8%64,4481.1%ETFAGGHSimplify Aggregate Bond ETF$6,469,487$356,680 ▲5.8%313,4441.0%ETFCALMCal-Maine Foods$5,851,397$540,196 ▲10.2%58,7310.9%Basic MaterialsAVAAvista$5,263,846$458,701 ▲9.5%138,7050.8%UtilitiesAWKAmerican Water Works$5,155,012$400,499 ▲8.4%37,0570.8%UtilitiesOTTROtter Tail$5,097,845$519,436 ▲11.3%66,1280.8%UtilitiesSRESempra Energy$4,942,255$543,726 ▲12.4%65,2270.8%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$4,939,151$740,072 ▲17.6%49,0530.8%ETFWSCWillScot$4,874,412$1,132,142 ▲30.3%177,8980.7%FinanceAWRAmerican States Water$4,867,790$520,985 ▲12.0%63,4980.7%UtilitiesQQQInvesco QQQ$2,944,467$905,184 ▲44.4%5,3380.4%FinanceSPYSPDR S&P 500 ETF Trust$2,913,136$977,430 ▲50.5%4,7150.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$2,250,643$20,304 ▼-0.9%23,6110.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,124,739$723,194 ▲51.6%26,3450.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,043,182$742,705 ▲57.1%21,3340.3%ETFPGXInvesco Preferred ETF$1,947,063$691,553 ▲55.1%174,9380.3%ETFFLOTiShares Floating Rate Bond ETF$1,945,597$670,046 ▲52.5%38,1340.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,903,343$690,162 ▲56.9%19,1310.3%ETFVUGVanguard Growth ETF$1,659,178$610,630 ▲58.2%3,7850.3%ETFTAT&T$1,500,587$113,068 ▼-7.0%51,8520.2%Computer and TechnologyCVXChevron$1,436,621$35,081 ▼-2.4%10,0330.2%EnergyJNJJohnson & Johnson$1,383,362$1,063,337 ▲332.3%9,0560.2%MedicalAEPAmerican Electric Power$1,309,626$68,687 ▼-5.0%12,6220.2%UtilitiesGLDSPDR Gold Shares$1,267,014$330,777 ▲35.3%4,1560.2%FinanceVTVVanguard Value ETF$1,221,761$425,575 ▲53.5%6,9130.2%ETFIYWiShares U.S. Technology ETF$1,215,143$435,774 ▲55.9%7,0130.2%ManufacturingPNCThe PNC Financial Services Group$1,103,290$116,891 ▼-9.6%5,9180.2%FinanceIYZiShares U.S. Telecommunications ETF$1,079,055$386,398 ▲55.8%36,2340.2%ETFIDUiShares U.S. Utilities ETF$1,072,470$350,100 ▲48.5%10,2560.2%ETFUSBU.S. Bancorp$1,066,116$51,765 ▲5.1%23,5610.2%FinanceKMBKimberly-Clark$1,063,454$107,390 ▼-9.2%8,2490.2%Consumer StaplesMDTMedtronic$1,043,446$115,067 ▲12.4%11,9700.2%MedicalIYFiShares U.S. Financials ETF$1,042,934$360,550 ▲52.8%8,6200.2%ETFMETAMeta Platforms$1,023,146$371,315 ▲57.0%1,3860.2%Computer and TechnologyIYCiShares U.S. Consumer Discretionary ETF$1,012,641$350,434 ▲52.9%10,1630.2%ETFPKGPackaging Corporation of America$1,001,182$81,218 ▲8.8%5,3130.2%IndustrialsEPDEnterprise Products Partners$999,204$999,204 ▲New Holding32,2220.2%EnergyGPCGenuine Parts$992,668$33,966 ▲3.5%8,1830.2%Retail/WholesaleEMNEastman Chemical$975,123$207,552 ▲27.0%13,0610.1%Basic MaterialsDRIDarden Restaurants$967,623$109,427 ▼-10.2%4,4390.1%Retail/WholesaleNVDANVIDIA$965,107$408,697 ▲73.5%6,1090.1%Computer and TechnologyDUKDuke Energy$953,999$65,252 ▼-6.4%8,0850.1%UtilitiesBMYBristol Myers Squibb$949,269$949,269 ▲New Holding20,5070.1%MedicalAVBAvalonBay Communities$940,781$940,781 ▲New Holding4,6230.1%FinanceDNOVFT Vest U.S. Equity Deep Buffer ETF - November$940,565$219,869 ▲30.5%21,0470.1%ETFHPQHP$937,680$140,939 ▲17.7%38,3350.1%Computer and TechnologyNFLXNetflix$878,469$41,513 ▲5.0%6560.1%Consumer DiscretionaryPSAPublic Storage$847,085$155,803 ▼-15.5%2,8870.1%FinanceBNDXVanguard Total International Bond ETF$816,612$324,882 ▲66.1%16,4940.1%ETFDFEBFT Vest U.S. Equity Deep Buffer ETF - February$781,100$227,464 ▲41.1%17,4960.1%ETFBSVVanguard Short-Term Bond ETF$770,630$309,684 ▲67.2%9,7920.1%ETFHDHome Depot$725,407$100,069 ▲16.0%1,9790.1%Retail/WholesaleDJUNFT Vest U.S. Equity Deep Buffer ETF - June$698,917$304,797 ▲77.3%15,5240.1%ManufacturingTSLATesla$643,897$38,437 ▲6.3%2,0270.1%Auto/Tires/TrucksDDECFT Vest U.S. Equity Deep Buffer ETF - December$623,205$250,902 ▲67.4%14,9230.1%ETFTLTiShares 20+ Year Treasury Bond ETF$573,641$95,577 ▼-14.3%6,5000.1%ETFDJULFT Vest U.S. Equity Deep Buffer ETF - July$569,405$222,467 ▲64.1%12,8180.1%ETFFIRST TR EXCHNG TRADED FD VI$544,925$147,702 ▲37.2%17,3400.1%FT VEST US EQUITDMARFT Vest U.S. Equity Deep Buffer ETF - March$541,753$198,839 ▲58.0%13,6910.1%ETFCATCaterpillar$529,585$672,852 ▼-56.0%1,3640.1%IndustrialsIBMInternational Business Machines$528,747$19,452 ▲3.8%1,7940.1%Computer and TechnologyEXELExelixis$527,313$218,788 ▲70.9%11,9640.1%MedicalDAPRFT Vest U.S. Equity Deep Buffer ETF - April$509,071$218,620 ▲75.3%13,5010.1%ETFDOCTFT Vest U.S. Equity Deep Buffer ETF - October$502,593$209,037 ▲71.2%12,2380.1%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$463,993$225,891 ▲94.9%8,8530.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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