Buck Wealth Strategies, LLC Top Holdings and 13F Report (2024) → This AI Trade Machine Made 1,729%* (With 89% Wins) (From Prosper Trading Academy) (Ad) About Buck Wealth Strategies, LLCInvestment ActivityBuck Wealth Strategies, LLC has $269.88 million in total holdings as of December 31, 2023.Buck Wealth Strategies, LLC owns shares of 62 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 15.32% of the portfolio was purchased this quarter.About 13.64% of the portfolio was sold this quarter.This quarter, Buck Wealth Strategies, LLC has purchased 369 new stocks and bought additional shares in 39 stocks.Buck Wealth Strategies, LLC sold shares of 21 stocks and completely divested from 307 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $12,262,500Apple $9,267,422iShares 0-3 Month Treasury Bond ETF $9,206,196iShares Core U.S. Aggregate Bond ETF $8,911,695Janus Henderson Short Duration Income ETF $8,604,384 Largest Purchases this Quarter Janus Henderson Short Duration Income ETF 96,350 shares (about $4.66M)Invesco QQQ 11,305 shares (about $4.63M)PGIM Ultra Short Bond ETF 67,619 shares (about $3.34M)iShares 0-3 Month Treasury Bond ETF 33,206 shares (about $3.33M)iShares 20+ Year Treasury Bond ETF 29,821 shares (about $2.95M) Largest Sales this Quarter Pfizer 148,364 shares (about $4.27M)Amazon.com 2,097 shares (about $318.62K)Walmart 662 shares (about $104.36K)Packaging Co. of America 344 shares (about $56.07K)Lockheed Martin 95 shares (about $43.06K) 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$12,262,500$1,433 ▼0.0%25,6734.5%ETFAAPLApple$9,267,422$38,699 ▼-0.4%48,1343.4%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$9,206,196$3,329,604 ▲56.7%91,8133.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,911,695$1,892,961 ▲27.0%89,7923.3%FinanceVNLAJanus Henderson Short Duration Income ETF$8,604,384$4,655,655 ▲117.9%178,0703.2%ETFMRKMerck & Co., Inc.$8,078,617$1,927,042 ▲31.3%74,1023.0%MedicalAMZNAmazon.com$8,070,748$318,618 ▼-3.8%53,1183.0%Retail/WholesaleJPMJPMorgan Chase & Co.$7,997,279$839,276 ▲11.7%47,0153.0%FinanceVZVerizon Communications$7,865,800$1,440,403 ▲22.4%208,6422.9%Computer and TechnologyWMWaste Management$7,778,922$758,316 ▲10.8%43,4332.9%Business ServicesCSCOCisco Systems$7,718,207$1,920,521 ▲33.1%152,7752.9%Computer and TechnologyKOCoca-Cola$7,566,355$1,714,681 ▲29.3%128,3962.8%Consumer StaplesMCHPMicrochip Technology$7,545,487$1,250,352 ▲19.9%83,6712.8%Computer and TechnologyGOOGLAlphabet$7,474,256$963,442 ▲14.8%53,5062.8%Computer and TechnologyAMGNAmgen$7,459,616$857,457 ▲13.0%25,8992.8%MedicalINTUIntuit$7,432,548$1,582,510 ▲27.1%11,8922.8%Computer and TechnologyVVisa$7,226,154$1,105,728 ▲18.1%27,7552.7%Business ServicesSTIPiShares 0-5 Year TIPS Bond ETF$7,219,174$220,642 ▲3.2%73,2252.7%ETFPULSPGIM Ultra Short Bond ETF$7,137,234$3,339,718 ▲87.9%144,5072.6%ETFWSOWatsco$7,051,545$278,136 ▲4.1%16,4542.6%ConstructionMSFTMicrosoft$7,022,035$128,610 ▲1.9%18,6732.6%Computer and TechnologyPGProcter & Gamble$6,870,089$1,152,415 ▲20.2%46,8812.5%Consumer StaplesXOMExxon Mobil$6,826,767$1,921,325 ▲39.2%68,2812.5%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$6,790,899$208,051 ▲3.2%62,7352.5%ETFTLTiShares 20+ Year Treasury Bond ETF$6,663,449$2,948,624 ▲79.4%67,3912.5%ETFUNHUnitedHealth Group$6,450,515$804,011 ▲14.2%12,2512.4%MedicalVOVanguard Mid-Cap ETF$6,269,986$179,594 ▲2.9%26,9522.3%ETFWMTWalmart$5,693,416$104,359 ▼-1.8%36,1162.1%Retail/WholesaleTIPiShares TIPS Bond ETF$5,630,077$226,158 ▲4.2%52,3782.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$5,559,846$226,000 ▲4.2%186,6982.1%ETFLMTLockheed Martin$5,536,140$43,060 ▼-0.8%12,2142.1%AerospaceDGROiShares Core Dividend Growth ETF$5,253,196$92,681 ▲1.8%97,6041.9%ETFIVWiShares S&P 500 Growth ETF$4,699,878$22,004 ▼-0.5%62,5821.7%ETFQQQInvesco QQQ$4,694,204$4,630,309 ▲7,246.8%11,4611.7%FinanceGLDSPDR Gold Shares$4,663,591$54,675 ▲1.2%24,3951.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,325,469$129,951 ▲4.1%66,2021.2%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$2,360,766$59,395 ▲2.6%49,2860.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,191,131$92,150 ▲4.4%53,3100.8%ETFPRUPrudential Financial$642,485$27,898 ▼-4.2%6,1950.2%FinanceETNEaton$616,429$30,099 ▼-4.7%2,5600.2%Industrial ProductsCATCaterpillar$615,498$16,260 ▼-2.6%2,0820.2%Industrial ProductsMCDMcDonald's$611,693$19,273 ▲3.3%2,0630.2%Retail/WholesaleMMM3M$611,421$9,181 ▼-1.5%5,5940.2%Multi-Sector ConglomeratesPKGPackaging Co. of America$597,014$56,067 ▼-8.6%3,6630.2%Industrial ProductsPFEPfizer$589,350$4,271,326 ▼-87.9%20,4710.2%MedicalTSLATesla$588,928$15,407 ▼-2.5%2,3700.2%Auto/Tires/TrucksPAYXPaychex$562,735$18,345 ▼-3.2%4,7240.2%Business ServicesSOSouthern$560,922$19,773 ▼-3.4%8,0000.2%UtilitiesLYBLyondellBasell Industries$560,708$12,171 ▼-2.1%5,8970.2%Basic MaterialsEDConsolidated Edison$557,013$19,377 ▼-3.4%6,1230.2%UtilitiesLNTAlliant Energy$551,819$17,134 ▼-3.0%10,7570.2%UtilitiesUPSUnited Parcel Service$539,658$20,284 ▲3.9%3,4320.2%TransportationCALMCal-Maine Foods$539,388$30,986 ▼-5.4%9,4000.2%Basic MaterialsUSBU.S. Bancorp$530,396$19,648 ▼-3.6%12,2560.2%FinanceCOSTCostco Wholesale$351,790$93,899 ▲36.4%5320.1%Consumer DefensiveLULULululemon Athletica$332,850$95,611 ▲40.3%6510.1%Consumer DiscretionaryBOHBank of Hawaii$315,660$1,449 ▲0.5%4,3560.1%FinanceCVXChevron$311,553$5,670 ▼-1.8%2,0880.1%Oils/EnergyISRGIntuitive Surgical$246,2730.0%7300.1%MedicalEXELExelixis$239,9000.0%10,0000.1%MedicalNVONovo Nordisk A/S$220,866$97,140 ▲78.5%2,1350.1%MedicalKWRQuaker Chemical$208,599$98,855 ▲90.1%9770.1%Basic MaterialsABBVAbbVie$0$5,650,425 ▼-100.0%00.0%MedicalCVSCVS Health$0$5,428,373 ▼-100.0%00.0%Retail/WholesaleDOXAmdocs$0$5,025,126 ▼-100.0%00.0%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$0$4,553,572 ▼-100.0%00.0%ManufacturingISTBiShares Core 1-5 Year USD Bond ETF$0$4,486,190 ▼-100.0%00.0%ManufacturingBRK.BBerkshire Hathaway$0$172,698 ▼-100.0%00.0%FinanceNOCNorthrop Grumman$0$163,206 ▼-100.0%00.0%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$0$133,277 ▼-100.0%00.0%ManufacturingNFLXNetflix$0$132,160 ▼-100.0%00.0%Consumer DiscretionaryVTVVanguard Value ETF$0$118,137 ▼-100.0%00.0%ETFPGRProgressive$0$115,641 ▼-100.0%00.0%FinanceLOWLowe's Companies$0$109,915 ▼-100.0%00.0%Retail/WholesaleBABoeing$0$107,341 ▼-100.0%00.0%AerospaceDISWalt Disney$0$103,847 ▼-100.0%00.0%Consumer DiscretionarySBUXStarbucks$0$95,965 ▼-100.0%00.0%Retail/WholesaleHONHoneywell International$0$94,688 ▼-100.0%00.0%Multi-Sector ConglomeratesMOAltria Group$0$91,771 ▼-100.0%00.0%Consumer StaplesNVDANVIDIA$0$90,043 ▼-100.0%00.0%Computer and TechnologyCNCCentene$0$89,131 ▼-100.0%00.0%MedicalVUGVanguard Growth ETF$0$88,092 ▼-100.0%00.0%ETFCTVACorteva$0$87,842 ▼-100.0%00.0%Consumer StaplesACGLArch Capital Group$0$87,203 ▼-100.0%00.0%FinanceHUMHumana$0$86,128 ▼-100.0%00.0%MedicalTKRTimken$0$85,763 ▼-100.0%00.0%Industrial ProductsVMIValmont Industries$0$85,755 ▼-100.0%00.0%Industrial ProductsROCKGibraltar Industries$0$83,915 ▼-100.0%00.0%ConstructionCMCOColumbus McKinnon$0$83,330 ▼-100.0%00.0%Industrial ProductsNICENICE$0$83,130 ▼-100.0%00.0%Computer and TechnologyAGCOAGCO$0$81,613 ▼-100.0%00.0%Industrial ProductsADMArcher-Daniels-Midland$0$81,173 ▼-100.0%00.0%Consumer StaplesJNPRJuniper Networks$0$81,067 ▼-100.0%00.0%Computer and TechnologyBKBank of New York Mellon$0$80,995 ▼-100.0%00.0%FinanceALLAllstate$0$80,332 ▼-100.0%00.0%FinanceSPYSPDR S&P 500 ETF Trust$0$76,946 ▼-100.0%00.0%FinanceNEENextEra Energy$0$76,782 ▼-100.0%00.0%UtilitiesGGenpact$0$66,059 ▼-100.0%00.0%Business ServicesAZOAutoZone$0$63,500 ▼-100.0%00.0%Retail/WholesaleFIFiserv$0$63,032 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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