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

About Buck Wealth Strategies, LLC

Investment Activity

Buck Wealth Strategies, LLC has $1.05 billion in total holdings as of December 31, 2024.
Buck Wealth Strategies, LLC owns shares of 1,155 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 13.10% of the portfolio was purchased this quarter.
About 5.17% of the portfolio was sold this quarter.
This quarter, Buck Wealth Strategies, LLC has purchased 1,170 new stocks and bought additional shares in 322 stocks.
Buck Wealth Strategies, LLC sold shares of 318 stocks and completely divested from 111 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $108,342,545
Pimco Total Return ETF: $57,723,648
iShares Core U.S. Aggregate Bond ETF: $40,394,384
SPDR Portfolio S&P 500 Growth ETF: $34,006,905
Vanguard FTSE Developed Markets ETF: $27,715,349

Largest New Holdings this Quarter

46654Q104 - J P MORGAN EXCHANGE TRADED F: $12,393,615 Holding
144285103 - Carpenter Technology: $10,017,170 Holding
78463X475 - SPDR Portfolio MSCI Global Stock Market ETF: $1,211,000 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $688,830 Holding
18915M107 - Cloudflare: $266,711 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 269,075 shares (about $12.39M)
Carpenter Technology: 25,763 shares (about $10.02M)
iShares Core S&P 500 ETF: 9,640 shares (about $7.38M)
Monster Beverage: 156,331 shares (about $6.51M)
Invesco QQQ: 8,442 shares (about $6.25M)

Largest Sales this Quarter

Intuit: 42,002 shares (about $11.58M)
iShares TIPS Bond ETF: 102,072 shares (about $10.62M)
Cal-Maine Foods: 84,570 shares (about $5.76M)
Vanguard Long-Term Treasury ETF: 61,604 shares (about $3.09M)
HP: 81,004 shares (about $2.53M)

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	$108,342,545	$7,382,797 ▲	7.3%	141,467	10.3%	ETF
BOND Pimco Total Return ETF	$57,723,648	$1,044,751 ▲	1.8%	663,566	5.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$40,394,384	$524,035 ▲	1.3%	427,273	3.8%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$34,006,905	$2,584,559 ▲	8.2%	276,299	3.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$27,715,349	$801,706 ▲	3.0%	392,513	2.6%	ETF
DGRO iShares Core Dividend Growth ETF	$26,393,115	$1,797,673 ▲	7.3%	350,088	2.5%	ETF
MSFT Microsoft	$26,241,083	$698,059 ▲	2.7%	51,162	2.5%	Technology
AAPL Apple	$24,614,421	$1,077,316 ▼	-4.2%	73,913	2.3%	Technology
VO Vanguard Mid-Cap ETF	$23,415,985	$925,670 ▲	4.1%	298,597	2.2%	ETF
AMZN Amazon.com	$21,704,034	$1,755,517 ▲	8.8%	87,112	2.1%	Consumer Discretionary
VNLA Janus Henderson Short Duration Income ETF	$20,555,642	$2,136,980 ▲	11.6%	423,304	1.9%	ETF
JPM JPMorgan Chase & Co.	$18,812,944	$801,600 ▼	-4.1%	56,866	1.8%	Finance
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$18,438,492	$2,885,684 ▲	18.6%	374,842	1.7%	ETF
GOOGL Alphabet	$18,035,346	$652,377 ▲	3.8%	52,416	1.7%	Communication Services
QQQ Invesco QQQ	$17,417,776	$6,245,099 ▲	55.9%	23,545	1.7%	ETF
MRK Merck & Co., Inc.	$15,413,570	$1,039,254 ▼	-6.3%	106,074	1.5%	Healthcare
AMGN Amgen	$15,300,941	$1,546,112 ▼	-9.2%	36,300	1.5%	Healthcare
V Visa	$15,131,606	$231,766 ▼	-1.5%	42,111	1.4%	Finance
KO Coca-Cola	$15,085,540	$271,669 ▼	-1.8%	175,250	1.4%	Consumer Staples
HPQ HP	$14,671,956	$2,533,807 ▼	-14.7%	469,052	1.4%	Technology
WALMART INC	$14,611,463	$2,010,852 ▲	16.0%	140,603	1.4%	COM
PYPL PayPal	$14,591,184	$444,613 ▼	-3.0%	277,769	1.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$14,374,798	$1,713,423 ▲	13.5%	105,666	1.4%	ETF
GLDM SPDR Gold MiniShares Trust	$14,303,304	$1,225,143 ▲	9.4%	174,048	1.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$14,282,627	$823,097 ▲	6.1%	283,554	1.4%	ETF
EXLS ExlService	$14,255,805	$3,882,465 ▲	37.4%	414,654	1.4%	Industrials
PG Procter & Gamble	$14,096,152	$382,815 ▲	2.8%	97,027	1.3%	Consumer Staples
KR Kroger	$13,567,171	$1,122,865 ▲	9.0%	231,443	1.3%	Consumer Staples
LMT Lockheed Martin	$13,395,369	$327,958 ▲	2.5%	26,304	1.3%	Industrials
WM Waste Management	$13,076,515	$353,188 ▲	2.8%	64,126	1.2%	Industrials
GS The Goldman Sachs Group	$12,421,009	$1,269,471 ▲	11.4%	13,796	1.2%	Finance
J P MORGAN EXCHANGE TRADED F	$12,393,615	$12,393,615 ▲	New Holding	269,075	1.2%	INFL MANA BD ETF
AVEM Avantis Emerging Markets Equity ETF	$12,359,294	$655,977 ▲	5.6%	131,454	1.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$12,129,883	$349,010 ▲	3.0%	120,635	1.2%	ETF
PVH PVH	$10,462,134	$2,343,160 ▲	28.9%	141,285	1.0%	Consumer Discretionary
ALL Allstate	$10,320,935	$526,252 ▼	-4.9%	46,520	1.0%	Finance
CRS Carpenter Technology	$10,017,170	$10,017,170 ▲	New Holding	25,763	0.9%	Industrials
JANUS DETROIT STR TR	$9,905,777	$140,125 ▼	-1.4%	198,433	0.9%	HEND SECU IN ETF
LAZARD INC	$9,509,479	$2,216,807 ▲	30.4%	262,475	0.9%	COM
CMCSA Comcast	$9,458,169	$852,253 ▲	9.9%	434,658	0.9%	Communication Services
VNT Vontier	$7,422,918	$14,695 ▼	-0.2%	236,399	0.7%	Technology
VZ Verizon Communications	$7,387,885	$173,756 ▲	2.4%	161,061	0.7%	Communication Services
G Genpact	$7,001,474	$488 ▼	0.0%	215,231	0.7%	Industrials
NVDA NVIDIA	$6,829,149	$3,360,792 ▲	96.9%	29,903	0.6%	Technology
MNST Monster Beverage	$6,507,037	$6,506,496 ▲	1,202,546.2%	156,344	0.6%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$6,341,530	$3,189,664 ▲	101.2%	16,945	0.6%	ETF
SRE Sempra Energy	$6,276,975	$583,377 ▲	10.2%	80,515	0.6%	Utilities
ISHARES TR	$6,208,577	$859,612 ▲	16.1%	61,666	0.6%	0-3 MTH TREASURY
IJH iShares Core S&P Mid-Cap ETF	$5,820,419	$3,074,940 ▲	112.0%	80,895	0.6%	ETF
META Meta Platforms	$5,371,203	$1,886,846 ▲	54.2%	7,407	0.5%	Communication Services
XLK Technology Select Sector SPDR Fund	$4,536,386	$4,431,267 ▲	4,215.5%	23,174	0.4%	ETF
DELL Dell Technologies	$4,464,212	$202,796 ▲	4.8%	8,299	0.4%	Technology
FTNT Fortinet	$4,235,003	$1,496,221 ▲	54.6%	23,691	0.4%	Technology
IWM iShares Russell 2000 ETF	$4,224,539	$1,584,827 ▲	60.0%	15,202	0.4%	ETF
EXEL Exelixis	$3,920,946	$1,545,353 ▲	65.1%	67,128	0.4%	Healthcare
CELESTICA INC	$3,859,711	$1,824,499 ▲	89.6%	10,679	0.4%	COM
GOOG Alphabet	$3,667,216	$1,557,110 ▲	73.8%	10,763	0.3%	Communication Services
NUE Nucor	$3,528,463	$1,420,268 ▲	67.4%	15,095	0.3%	Materials
GL Globe Life	$3,452,551	$1,391,324 ▲	67.5%	20,842	0.3%	Finance
AVIG Avantis Core Fixed Income ETF	$3,402,998	$1,812,264 ▼	-34.7%	86,392	0.3%	ETF
UBER Uber Technologies	$3,308,005	$1,366,500 ▲	70.4%	48,285	0.3%	Industrials
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,281,844	$429,672 ▲	15.1%	66,046	0.3%	ETF
CAT Caterpillar	$3,256,297	$1,367,061 ▲	72.4%	4,016	0.3%	Industrials
VGIT Vanguard Intermediate-Term Treasury ETF	$3,147,196	$3,066,908 ▲	3,819.9%	55,545	0.3%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$3,145,936	$414,466 ▲	15.2%	134,903	0.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$2,924,432	$2,921,454 ▲	98,110.2%	57,944	0.3%	ETF
JAZZ Jazz Pharmaceuticals	$2,796,530	$797,355 ▲	39.9%	12,079	0.3%	Healthcare
MELI MercadoLibre	$2,793,304	$1,178,857 ▲	73.0%	1,616	0.3%	Consumer Discretionary
VDE Vanguard Energy ETF	$2,709,816	$1,254,882 ▲	86.3%	15,740	0.3%	ETF
F Ford Motor	$2,626,667	$975,533 ▲	59.1%	217,800	0.2%	Consumer Discretionary
VGLT Vanguard Long-Term Treasury ETF	$2,592,312	$3,088,853 ▼	-54.4%	51,701	0.2%	ETF
VGSH Vanguard Short-Term Treasury ETF	$2,447,854	$167,615 ▲	7.4%	42,527	0.2%	ETF
GPK Graphic Packaging	$2,424,467	$1,023,808 ▲	73.1%	267,897	0.2%	Materials
IEFA iShares Core MSCI EAFE ETF	$2,364,644	$877,247 ▲	59.0%	24,408	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$2,213,008	$565,121 ▼	-20.3%	35,984	0.2%	ETF
VOO Vanguard S&P 500 ETF	$2,011,952	$733,020 ▲	57.3%	2,871	0.2%	ETF
TSLA Tesla	$1,956,068	$915,410 ▲	88.0%	5,513	0.2%	Consumer Discretionary
SPACE EXPLORATION TECHN CORP	$1,845,065	$1,842,048 ▲	61,050.0%	12,230	0.2%	CLASS A COM STK
IYM iShares U.S. Basic Materials ETF	$1,762,154	$119,163 ▼	-6.3%	9,893	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,712,030	$24,266 ▲	1.4%	21,095	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,553,559	$61,923 ▼	-3.8%	20,121	0.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,495,113	$22,889 ▼	-1.5%	14,632	0.1%	ETF
MBB iShares MBS ETF	$1,470,336	$16,042 ▼	-1.1%	16,406	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$1,468,793	$61,009 ▲	4.3%	1,926	0.1%	ETF
MUB iShares National Muni Bond ETF	$1,371,674	$171,270 ▲	14.3%	13,567	0.1%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,343,574	$269,888 ▲	25.1%	14,661	0.1%	ETF
XBI SPDR S&P Biotech ETF	$1,339,491	$624,570 ▲	87.4%	8,495	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,307,596	$20,504 ▼	-1.5%	19,578	0.1%	ETF
BONDBLOXX ETF TRUST	$1,301,658	$165,754 ▲	14.6%	26,111	0.1%	IR M TAXAWARE
PYLD PIMCO Multi Sector Bond Active ETF	$1,216,742	$38,390 ▲	3.3%	47,922	0.1%	ETF
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$1,211,000	$1,211,000 ▲	New Holding	14,000	0.1%	ETF
SMH VanEck Semiconductor ETF	$1,175,629	$246,699 ▲	26.6%	1,930	0.1%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$1,169,411	$1,076,422 ▲	1,157.6%	7,294	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,166,819	$51,366 ▼	-4.2%	9,109	0.1%	ETF
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$1,166,140	$5,375 ▼	-0.5%	22,131	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,156,473	$573,637 ▼	-33.2%	12,949	0.1%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$1,083,294	$375,421 ▲	53.0%	11,118	0.1%	ETF
GLD SPDR Gold Shares	$1,021,207	$12,189 ▼	-1.2%	2,681	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$948,986	$8,569 ▲	0.9%	2,990	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$945,093	$275,907 ▲	41.2%	15,935	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