Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025)

About Buck Wealth Strategies, LLC

Investment Activity

Buck 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: $57,917,576
iShares Core U.S. Aggregate Bond ETF: $43,138,603
PIMCO ETF TR: $34,529,323
Vanguard Mid-Cap ETF: $22,355,280
Microsoft: $17,134,659

Largest New Holdings this Quarter

293792107 - Enterprise Products Partners: $999,204 Holding
110122108 - Bristol Myers Squibb: $949,269 Holding
053484101 - AvalonBay Communities: $940,781 Holding
78464A854 - SPDR Portfolio S&P 500 ETF: $429,031 Holding
922908769 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$57,917,576	$7,504,821 ▲	14.9%	93,280	8.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$43,138,603	$2,373,062 ▲	5.8%	434,865	6.6%	Finance
PIMCO ETF TR	$34,529,323	$5,540,108 ▲	19.1%	374,586	5.3%	ACTIVE BD ETF
VO Vanguard Mid-Cap ETF	$22,355,280	$3,173,544 ▲	16.5%	79,889	3.4%	ETF
MSFT Microsoft	$17,134,659	$1,681,234 ▲	10.9%	34,448	2.6%	Computer and Technology
VNLA Janus Henderson Short Duration Income ETF	$16,280,852	$2,627,179 ▲	19.2%	330,912	2.5%	ETF
AAPL Apple	$15,727,062	$2,045,335 ▲	14.9%	76,654	2.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$15,340,638	$2,716,923 ▲	21.5%	269,087	2.3%	ETF
AMZN Amazon.com	$15,196,807	$1,762,810 ▲	13.1%	69,268	2.3%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$15,137,811	$3,384,380 ▲	28.8%	52,216	2.3%	Finance
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$14,222,221	$2,662,451 ▲	23.0%	286,565	2.2%	ETF
GOOGL Alphabet	$13,695,043	$1,625,726 ▲	13.5%	77,711	2.1%	Computer and Technology
CSCO Cisco Systems	$13,326,771	$1,072,613 ▲	8.8%	192,084	2.0%	Computer and Technology
INTU Intuit	$12,915,320	$820,695 ▲	6.8%	16,398	2.0%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$12,835,241	$867,795 ▲	7.3%	253,260	2.0%	ETF
TIP iShares TIPS Bond ETF	$12,674,566	$612,375 ▲	5.1%	115,181	1.9%	ETF
WMT Walmart	$11,407,624	$1,119,192 ▲	10.9%	116,666	1.7%	Retail/Wholesale
VZ Verizon Communications	$11,369,215	$1,095,075 ▲	10.7%	262,751	1.7%	Computer and Technology
MGA Magna International	$11,058,137	$1,179,034 ▲	11.9%	286,406	1.7%	Auto/Tires/Trucks
WM Waste Management	$10,942,986	$904,975 ▲	9.0%	47,824	1.7%	Business Services
KO CocaCola	$10,925,823	$935,596 ▲	9.4%	154,429	1.7%	Consumer Staples
AMGN Amgen	$10,913,762	$1,499,358 ▲	15.9%	39,088	1.7%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$10,767,741	$1,794,959 ▲	20.0%	107,104	1.6%	ETF
V Visa	$10,758,809	$1,050,956 ▲	10.8%	30,302	1.6%	Business Services
KR Kroger	$10,605,641	$1,048,836 ▼	-9.0%	147,855	1.6%	Retail/Wholesale
LMT Lockheed Martin	$10,435,275	$1,093,453 ▲	11.7%	22,532	1.6%	Aerospace
PG Procter & Gamble	$10,163,495	$1,124,480 ▲	12.4%	63,793	1.5%	Consumer Staples
MRK Merck & Co., Inc.	$9,863,586	$2,385,094 ▲	31.9%	124,603	1.5%	Medical
WSO Watsco	$9,470,110	$1,019,260 ▲	12.1%	21,444	1.4%	Construction
GLDM SPDR Gold MiniShares Trust	$9,170,638	$611,564 ▲	7.1%	139,967	1.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$9,158,105	$2,044,279 ▲	28.7%	185,162	1.4%	ETF
IVW iShares S&P 500 Growth ETF	$8,895,417	$1,647,756 ▲	22.7%	80,794	1.4%	ETF
JANUS DETROIT STR TR	$8,619,403	$75,773 ▲	0.9%	163,805	1.3%	HENDERSON SECURI
DGRO iShares Core Dividend Growth ETF	$8,513,887	$1,120,231 ▲	15.2%	133,154	1.3%	ETF
UNH UnitedHealth Group	$8,389,192	$2,591,537 ▲	44.7%	26,891	1.3%	Medical
IJR iShares Core S&P Small-Cap ETF	$7,043,549	$939,460 ▼	-11.8%	64,448	1.1%	ETF
AGGH Simplify Aggregate Bond ETF	$6,469,487	$356,680 ▲	5.8%	313,444	1.0%	ETF
CALM Cal-Maine Foods	$5,851,397	$540,196 ▲	10.2%	58,731	0.9%	Basic Materials
AVA Avista	$5,263,846	$458,701 ▲	9.5%	138,705	0.8%	Utilities
AWK American Water Works	$5,155,012	$400,499 ▲	8.4%	37,057	0.8%	Utilities
OTTR Otter Tail	$5,097,845	$519,436 ▲	11.3%	66,128	0.8%	Utilities
SRE Sempra Energy	$4,942,255	$543,726 ▲	12.4%	65,227	0.8%	Utilities
SGOV iShares 0-3 Month Treasury Bond ETF	$4,939,151	$740,072 ▲	17.6%	49,053	0.8%	ETF
WSC WillScot	$4,874,412	$1,132,142 ▲	30.3%	177,898	0.7%	Finance
AWR American States Water	$4,867,790	$520,985 ▲	12.0%	63,498	0.7%	Utilities
QQQ Invesco QQQ	$2,944,467	$905,184 ▲	44.4%	5,338	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$2,913,136	$977,430 ▲	50.5%	4,715	0.4%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,250,643	$20,304 ▼	-0.9%	23,611	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,124,739	$723,194 ▲	51.6%	26,345	0.3%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,043,182	$742,705 ▲	57.1%	21,334	0.3%	ETF
PGX Invesco Preferred ETF	$1,947,063	$691,553 ▲	55.1%	174,938	0.3%	ETF
FLOT iShares Floating Rate Bond ETF	$1,945,597	$670,046 ▲	52.5%	38,134	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,903,343	$690,162 ▲	56.9%	19,131	0.3%	ETF
VUG Vanguard Growth ETF	$1,659,178	$610,630 ▲	58.2%	3,785	0.3%	ETF
T AT&T	$1,500,587	$113,068 ▼	-7.0%	51,852	0.2%	Computer and Technology
CVX Chevron	$1,436,621	$35,081 ▼	-2.4%	10,033	0.2%	Energy
JNJ Johnson & Johnson	$1,383,362	$1,063,337 ▲	332.3%	9,056	0.2%	Medical
AEP American Electric Power	$1,309,626	$68,687 ▼	-5.0%	12,622	0.2%	Utilities
GLD SPDR Gold Shares	$1,267,014	$330,777 ▲	35.3%	4,156	0.2%	Finance
VTV Vanguard Value ETF	$1,221,761	$425,575 ▲	53.5%	6,913	0.2%	ETF
IYW iShares U.S. Technology ETF	$1,215,143	$435,774 ▲	55.9%	7,013	0.2%	Manufacturing
PNC The PNC Financial Services Group	$1,103,290	$116,891 ▼	-9.6%	5,918	0.2%	Finance
IYZ iShares U.S. Telecommunications ETF	$1,079,055	$386,398 ▲	55.8%	36,234	0.2%	ETF
IDU iShares U.S. Utilities ETF	$1,072,470	$350,100 ▲	48.5%	10,256	0.2%	ETF
USB U.S. Bancorp	$1,066,116	$51,765 ▲	5.1%	23,561	0.2%	Finance
KMB Kimberly-Clark	$1,063,454	$107,390 ▼	-9.2%	8,249	0.2%	Consumer Staples
MDT Medtronic	$1,043,446	$115,067 ▲	12.4%	11,970	0.2%	Medical
IYF iShares U.S. Financials ETF	$1,042,934	$360,550 ▲	52.8%	8,620	0.2%	ETF
META Meta Platforms	$1,023,146	$371,315 ▲	57.0%	1,386	0.2%	Computer and Technology
IYC iShares U.S. Consumer Discretionary ETF	$1,012,641	$350,434 ▲	52.9%	10,163	0.2%	ETF
PKG Packaging Corporation of America	$1,001,182	$81,218 ▲	8.8%	5,313	0.2%	Industrials
EPD Enterprise Products Partners	$999,204	$999,204 ▲	New Holding	32,222	0.2%	Energy
GPC Genuine Parts	$992,668	$33,966 ▲	3.5%	8,183	0.2%	Retail/Wholesale
EMN Eastman Chemical	$975,123	$207,552 ▲	27.0%	13,061	0.1%	Basic Materials
DRI Darden Restaurants	$967,623	$109,427 ▼	-10.2%	4,439	0.1%	Retail/Wholesale
NVDA NVIDIA	$965,107	$408,697 ▲	73.5%	6,109	0.1%	Computer and Technology
DUK Duke Energy	$953,999	$65,252 ▼	-6.4%	8,085	0.1%	Utilities
BMY Bristol Myers Squibb	$949,269	$949,269 ▲	New Holding	20,507	0.1%	Medical
AVB AvalonBay Communities	$940,781	$940,781 ▲	New Holding	4,623	0.1%	Finance
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$940,565	$219,869 ▲	30.5%	21,047	0.1%	ETF
HPQ HP	$937,680	$140,939 ▲	17.7%	38,335	0.1%	Computer and Technology
NFLX Netflix	$878,469	$41,513 ▲	5.0%	656	0.1%	Consumer Discretionary
PSA Public Storage	$847,085	$155,803 ▼	-15.5%	2,887	0.1%	Finance
BNDX Vanguard Total International Bond ETF	$816,612	$324,882 ▲	66.1%	16,494	0.1%	ETF
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$781,100	$227,464 ▲	41.1%	17,496	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$770,630	$309,684 ▲	67.2%	9,792	0.1%	ETF
HD Home Depot	$725,407	$100,069 ▲	16.0%	1,979	0.1%	Retail/Wholesale
DJUN FT Vest U.S. Equity Deep Buffer ETF - June	$698,917	$304,797 ▲	77.3%	15,524	0.1%	Manufacturing
TSLA Tesla	$643,897	$38,437 ▲	6.3%	2,027	0.1%	Auto/Tires/Trucks
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$623,205	$250,902 ▲	67.4%	14,923	0.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$573,641	$95,577 ▼	-14.3%	6,500	0.1%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$569,405	$222,467 ▲	64.1%	12,818	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$544,925	$147,702 ▲	37.2%	17,340	0.1%	FT VEST US EQUIT
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$541,753	$198,839 ▲	58.0%	13,691	0.1%	ETF
CAT Caterpillar	$529,585	$672,852 ▼	-56.0%	1,364	0.1%	Industrials
IBM International Business Machines	$528,747	$19,452 ▲	3.8%	1,794	0.1%	Computer and Technology
EXEL Exelixis	$527,313	$218,788 ▲	70.9%	11,964	0.1%	Medical
DAPR FT Vest U.S. Equity Deep Buffer ETF - April	$509,071	$218,620 ▲	75.3%	13,501	0.1%	ETF
DOCT FT Vest U.S. Equity Deep Buffer ETF - October	$502,593	$209,037 ▲	71.2%	12,238	0.1%	ETF
FFEB FT Vest U.S. Equity Buffer ETF - February	$463,993	$225,891 ▲	94.9%	8,853	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025)

About Buck Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025)

About Buck Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBuck Wealth Strategies, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools