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

About Buck Wealth Strategies, LLC

Investment Activity

Buck Wealth Strategies, LLC has $809.84 million in total holdings as of December 31, 2024.
Buck Wealth Strategies, LLC owns shares of 166 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 11.25% of the portfolio was purchased this quarter.
About 7.22% of the portfolio was sold this quarter.
This quarter, Buck Wealth Strategies, LLC has purchased 172 new stocks and bought additional shares in 68 stocks.
Buck Wealth Strategies, LLC sold shares of 65 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $81,022,862
PIMCO ETF TR: $57,989,997
iShares Core U.S. Aggregate Bond ETF: $40,378,610
SPDR Portfolio S&P 500 Growth ETF: $24,313,641
Vanguard FTSE Developed Markets ETF: $24,178,148

Largest New Holdings this Quarter

40434L105 - HP: $13,047,904 Holding
693656100 - PVH: $10,572,694 Holding
464288513 - iShares iBoxx $ High Yield Corporate Bond ETF: $1,750,712 Holding
464288588 - iShares MBS ETF: $1,694,927 Holding
464287879 - iShares S&P Small-Cap 600 Value ETF: $1,258,539 Holding

Largest Purchases this Quarter

HP: 679,225 shares (about $13.05M)
PayPal: 242,639 shares (about $10.97M)
PVH: 151,558 shares (about $10.57M)
iShares Core S&P 500 ETF: 6,681 shares (about $4.36M)
PIMCO ETF TR: 46,958 shares (about $4.33M)

Largest Sales this Quarter

Cisco Systems: 168,376 shares (about $13.06M)
Merck & Co., Inc.: 25,269 shares (about $3.04M)
Invesco Preferred ETF: 148,464 shares (about $1.62M)
JANUS DETROIT STR TR: 28,958 shares (about $1.49M)
JPMorgan Ultra-Short Income ETF: 27,274 shares (about $1.38M)

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	$81,022,862	$4,364,096 â–²	5.7%	124,038	10.0%	ETF
PIMCO ETF TR	$57,989,997	$4,333,288 â–²	8.1%	628,413	7.2%	ACTIVE BD ETF
AGG iShares Core U.S. Aggregate Bond ETF	$40,378,610	$3,806,413 â–²	10.4%	406,755	5.0%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$24,313,641	$1,256,187 â–²	5.4%	248,326	3.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$24,178,148	$817,148 â–²	3.5%	377,312	3.0%	ETF
VO Vanguard Mid-Cap ETF	$20,319,089	$533,579 â–²	2.7%	70,754	2.5%	ETF
AAPL Apple	$19,491,847	$402,511 â–²	2.1%	76,803	2.4%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$19,210,869	$774,717 â–²	4.2%	273,737	2.4%	ETF
VNLA Janus Henderson Short Duration Income ETF	$18,586,523	$3,874,057 â–²	26.3%	380,404	2.3%	ETF
MSFT Microsoft	$16,928,372	$3,025,052 â–²	21.8%	45,731	2.1%	Computer and Technology
GOOGL Alphabet	$16,504,509	$153,557 â–²	0.9%	57,395	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$16,443,682	$405,062 â–²	2.5%	55,900	2.0%	Finance
AMZN Amazon.com	$16,329,082	$655,429 â–²	4.2%	78,403	2.0%	Retail/Wholesale
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$15,745,402	$2,802,291 â–²	21.7%	317,960	1.9%	ETF
VZ Verizon Communications	$14,826,753	$45,431 â–²	0.3%	295,354	1.8%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$14,460,845	$283,539 â–¼	-1.9%	156,013	1.8%	Finance
LMT Lockheed Martin	$14,263,633	$1,022,026 â–¼	-6.7%	23,600	1.8%	Aerospace
WALMART INC	$14,018,690	$1,247,028 â–¼	-8.2%	112,799	1.7%	COM
AMGN Amgen	$13,424,297	$361,706 â–¼	-2.6%	38,153	1.7%	Medical
KR Kroger	$13,372,169	$510,354 â–²	4.0%	184,801	1.7%	Retail/Wholesale
KO CocaCola	$13,315,083	$231,344 â–²	1.8%	175,083	1.6%	Consumer Staples
MRK Merck & Co., Inc.	$13,246,688	$3,039,606 â–¼	-18.7%	110,123	1.6%	Medical
WM Waste Management	$13,122,631	$269,084 â–²	2.1%	57,107	1.6%	Business Services
HPQ HP	$13,047,904	$13,047,904 â–²	New Holding	679,225	1.6%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$12,992,171	$1,380,335 â–¼	-9.6%	256,712	1.6%	ETF
UNH UnitedHealth Group	$12,874,073	$3,294,960 â–²	34.4%	47,578	1.6%	Medical
INTU Intuit	$12,074,603	$4,303,896 â–²	55.4%	27,926	1.5%	Computer and Technology
PYPL PayPal	$11,918,966	$10,974,563 â–²	1,162.1%	263,519	1.5%	Business Services
PG Procter & Gamble	$11,908,865	$548,147 â–²	4.8%	82,449	1.5%	Consumer Staples
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$11,895,307	$2,069,326 â–²	21.1%	118,279	1.5%	ETF
V Visa	$11,146,823	$615,356 â–²	5.8%	36,881	1.4%	Business Services
TIP iShares TIPS Bond ETF	$11,128,440	$339,908 â–¼	-3.0%	100,838	1.4%	ETF
PVH PVH	$10,572,694	$10,572,694 â–²	New Holding	151,558	1.3%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$10,273,521	$345,956 â–²	3.5%	82,644	1.3%	ETF
JANUS DETROIT STR TR	$10,128,231	$1,492,784 â–¼	-12.8%	196,474	1.3%	HENDERSON SECURI
GS The Goldman Sachs Group	$10,096,643	$251,253 â–²	2.6%	11,935	1.2%	Finance
AVEM Avantis Emerging Markets Equity ETF	$9,960,342	$312,812 â–²	3.2%	123,608	1.2%	ETF
ALL Allstate	$9,944,092	$251,920 â–²	2.6%	47,960	1.2%	Finance
CMCSA Comcast	$9,588,381	$252,274 â–²	2.7%	333,974	1.2%	Consumer Discretionary
LAZARD INC	$8,033,097	$345,830 â–²	4.5%	189,103	1.0%	COM
SRE Sempra Energy	$6,913,021	$192,395 â–²	2.9%	71,144	0.9%	Utilities
CALM Cal-Maine Foods	$5,731,645	$465,244 â–²	8.8%	72,415	0.7%	Basic Materials
AVIG Avantis Core Fixed Income ETF	$5,428,223	$282,970 â–¼	-5.0%	130,675	0.7%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$5,413,663	$902,814 â–²	20.0%	53,782	0.7%	ETF
QQQ Invesco QQQ	$3,188,440	$625,682 â–¼	-16.4%	5,524	0.4%	Finance
NVDA NVIDIA	$2,454,707	$44,996 â–²	1.9%	14,075	0.3%	Computer and Technology
META Meta Platforms	$2,077,797	$76,659 â–²	3.8%	3,632	0.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,019,972	$109,258 â–¼	-5.1%	3,106	0.2%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,750,712	$1,750,712 â–²	New Holding	22,005	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,733,879	$96,968 â–¼	-5.3%	18,167	0.2%	ETF
MBB iShares MBS ETF	$1,694,927	$1,694,927 â–²	New Holding	17,851	0.2%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,649,643	$765,011 â–²	86.5%	31,608	0.2%	ETF
DELL Dell Technologies	$1,634,009	$87,806 â–²	5.7%	9,956	0.2%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,601,630	$83,270 â–¼	-4.9%	14,695	0.2%	Finance
EXEL Exelixis	$1,601,169	$56,915 â–²	3.7%	37,332	0.2%	Medical
FLMI Franklin Dynamic Municipal Bond ETF	$1,598,672	$762,957 â–²	91.3%	64,489	0.2%	ETF
CAT Caterpillar	$1,585,245	$575,873 â–¼	-26.6%	2,238	0.2%	Industrials
JAZZ Jazz Pharmaceuticals	$1,535,842	$46,884 â–²	3.1%	8,124	0.2%	Medical
GOOG Alphabet	$1,477,343	$317,844 â–¼	-17.7%	5,150	0.2%	Computer and Technology
NUE Nucor	$1,407,335	$28,407 â–²	2.1%	8,323	0.2%	Basic Materials
IVW iShares S&P 500 Growth ETF	$1,399,048	$73,521 â–¼	-5.0%	12,369	0.2%	ETF
CSGS CSG Systems International	$1,397,897	$46,445 â–²	3.4%	17,487	0.2%	Computer and Technology
GL Globe Life	$1,338,706	$47,041 â–²	3.6%	9,619	0.2%	Finance
UBER Uber Technologies	$1,317,182	$94,660 â–²	7.7%	18,312	0.2%	Computer and Technology
FTNT Fortinet	$1,301,718	$64,068 â–²	5.2%	15,929	0.2%	Computer and Technology
GLD SPDR Gold Shares	$1,294,080	$145,460 â–¼	-10.1%	3,007	0.2%	Finance
EEM iShares MSCI Emerging Markets ETF	$1,270,733	$126,017 â–¼	-9.0%	22,376	0.2%	Finance
VUG Vanguard Growth ETF	$1,263,302	$110,080 â–¼	-8.0%	2,892	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,258,539	$1,258,539 â–²	New Holding	10,625	0.2%	ETF
CELESTICA INC	$1,247,561	$67,603 â–²	5.7%	4,429	0.2%	COM
F Ford Motor	$1,179,566	$58,693 â–²	5.2%	102,215	0.1%	Auto/Tires/Trucks
PYLD PIMCO Multi Sector Bond Active ETF	$1,120,259	$1,120,259 â–²	New Holding	42,758	0.1%	ETF
TSLA Tesla	$1,068,781	$179,555 â–²	20.2%	2,875	0.1%	Auto/Tires/Trucks
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$1,067,907	$10,683 â–¼	-1.0%	22,292	0.1%	ETF
VTV Vanguard Value ETF	$1,056,499	$86,325 â–¼	-7.6%	5,385	0.1%	ETF
BND Vanguard Total Bond Market ETF	$1,004,044	$844,019 â–¼	-45.7%	13,634	0.1%	ETF
IYZ iShares U.S. Telecommunications ETF	$971,995	$102,193 â–¼	-9.5%	24,720	0.1%	ETF
NFLX Netflix	$906,021	$127,399 â–²	16.4%	9,423	0.1%	Consumer Discretionary
WFC Wells Fargo & Company	$893,348	$893,348 â–²	New Holding	11,222	0.1%	Finance
IYW iShares U.S. Technology ETF	$872,814	$53,882 â–¼	-5.8%	4,811	0.1%	Manufacturing
IYM iShares U.S. Basic Materials ETF	$855,156	$855,156 â–²	New Holding	4,861	0.1%	ETF
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$839,112	$21,980 â–²	2.7%	17,714	0.1%	ETF
MELI MercadoLibre	$812,639	$39,767 â–²	5.1%	470	0.1%	Retail/Wholesale
IYH iShares U.S. Healthcare ETF	$773,406	$773,406 â–²	New Holding	12,547	0.1%	ETF
AVGO Broadcom	$747,038	$158,753 â–²	27.0%	2,414	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$729,413	$392,304 â–²	116.4%	6,872	0.1%	ETF
DJUN FT Vest U.S. Equity Deep Buffer ETF - June	$724,725		0.0%	15,407	0.1%	Manufacturing
GPK Graphic Packaging	$701,159	$69,312 â–²	11.0%	70,539	0.1%	Industrials
DJAN FT Vest U.S. Equity Deep Buffer ETF - January	$671,208	$187,600 â–²	38.8%	15,782	0.1%	ETF
BNDX Vanguard Total International Bond ETF	$666,407	$35,077 â–¼	-5.0%	13,869	0.1%	ETF
IWM iShares Russell 2000 ETF	$648,081	$37,451 â–¼	-5.5%	2,613	0.1%	Finance
SDY SPDR S&P Dividend ETF	$645,055	$363,245 â–¼	-36.0%	4,420	0.1%	ETF
BONDBLOXX ETF TRUST	$636,657	$193,732 â–²	43.7%	12,593	0.1%	IR M TAXAWARE
BSV Vanguard Short-Term Bond ETF	$632,013	$41,089 â–¼	-6.1%	8,060	0.1%	ETF
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$619,212	$11,070 â–¼	-1.8%	13,984	0.1%	ETF
CVX Chevron	$593,621	$243,532 â–¼	-29.1%	2,869	0.1%	Energy
FIRST TR EXCHNG TRADED FD VI	$590,094		0.0%	18,140	0.1%	FT VEST US EQUIT
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$582,147		0.0%	12,455	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$576,613	$40,862 â–¼	-6.6%	10,668	0.1%	ETF
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$569,474	$1,738 â–¼	-0.3%	13,431	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

About MarketBeat

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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