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

About Buck Wealth Strategies, LLC

Investment Activity

Buck Wealth Strategies, LLC has $956.15 million in total holdings as of December 31, 2024.
Buck Wealth Strategies, LLC owns shares of 1,170 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 16.56% of the portfolio was purchased this quarter.
About 4.55% of the portfolio was sold this quarter.
This quarter, Buck Wealth Strategies, LLC has purchased 166 new stocks and bought additional shares in 81 stocks.
Buck Wealth Strategies, LLC sold shares of 62 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $98,723,601
Pimco Total Return ETF: $60,080,013
iShares Core U.S. Aggregate Bond ETF: $41,742,859
SPDR Portfolio S&P 500 Growth ETF: $30,378,140
Vanguard FTSE Developed Markets ETF: $27,157,587

Largest New Holdings this Quarter

302081104 - ExlService: $7,802,634 Holding
928881101 - Vontier: $6,869,152 Holding
92206C847 - Vanguard Long-Term Treasury ETF: $6,252,172 Holding
G3922B107 - Genpact: $5,919,258 Holding
464287507 - iShares Core S&P Mid-Cap ETF: $2,942,395 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 216,039 shares (about $17.41M)
ExlService: 301,726 shares (about $7.80M)
Invesco QQQ: 9,579 shares (about $7.05M)
Vontier: 236,867 shares (about $6.87M)
Vanguard Long-Term Treasury ETF: 113,305 shares (about $6.25M)

Largest Sales this Quarter

UnitedHealth Group: 46,604 shares (about $19.36M)
Verizon Communications: 138,081 shares (about $5.85M)
PVH: 41,916 shares (about $3.11M)
HP: 129,169 shares (about $2.83M)
Alphabet: 6,875 shares (about $2.46M)

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	$98,723,601	$5,833,085 ▲	6.3%	131,827	10.3%	ETF
BOND Pimco Total Return ETF	$60,080,013	$2,134,017 ▲	3.7%	651,556	6.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$41,742,859	$1,482,226 ▲	3.7%	421,730	4.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$30,378,140	$829,836 ▲	2.8%	255,300	3.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$27,157,587	$274,099 ▲	1.0%	381,159	2.8%	ETF
DGRO iShares Core Dividend Growth ETF	$24,725,932	$3,979,426 ▲	19.2%	326,243	2.6%	ETF
VO Vanguard Mid-Cap ETF	$23,106,872	$17,406,232 ▲	305.3%	286,793	2.4%	ETF
AAPL Apple	$22,323,569	$99,829 ▲	0.4%	77,148	2.3%	Technology
JPM JPMorgan Chase & Co.	$19,406,910	$1,109,312 ▲	6.1%	59,289	2.0%	Finance
AMZN Amazon.com	$19,082,959	$396,360 ▲	2.1%	80,066	2.0%	Consumer Discretionary
MSFT Microsoft	$18,576,765	$1,518,191 ▲	8.9%	49,801	1.9%	Technology
VNLA Janus Henderson Short Duration Income ETF	$18,534,336	$54,094 ▼	-0.3%	379,297	1.9%	ETF
GOOGL Alphabet	$18,054,388	$2,456,926 ▼	-12.0%	50,520	1.9%	Communication Services
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$15,609,684	$87,977 ▼	-0.6%	316,178	1.6%	ETF
V Visa	$14,669,049	$2,015,639 ▲	15.9%	42,756	1.5%	Finance
MRK Merck & Co., Inc.	$14,549,574	$398,736 ▲	2.8%	113,226	1.5%	Healthcare
KO CocaCola	$14,499,076	$270,061 ▲	1.9%	178,406	1.5%	Consumer Staples
AMGN Amgen	$14,473,193	$657,247 ▲	4.8%	39,968	1.5%	Healthcare
WM Waste Management	$13,906,365	$1,178,366 ▲	9.3%	62,394	1.5%	Industrials
PG Procter & Gamble	$13,841,621	$1,751,319 ▲	14.5%	94,392	1.4%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$13,803,371	$1,546,430 ▲	12.6%	93,071	1.4%	ETF
WALMART INC	$13,733,162	$957,503 ▲	7.5%	121,253	1.4%	COM
JPST JPMorgan Ultra-Short Income ETF	$13,512,975	$531,036 ▲	4.1%	267,213	1.4%	ETF
LMT Lockheed Martin	$13,072,812	$1,049,493 ▲	8.7%	25,660	1.4%	Industrials
GLDM SPDR Gold MiniShares Trust	$12,638,937	$248,347 ▲	2.0%	159,140	1.3%	ETF
GS The Goldman Sachs Group	$12,526,459	$456,114 ▲	3.8%	12,386	1.3%	Finance
PYPL PayPal	$12,359,523	$980,789 ▲	8.6%	286,233	1.3%	Finance
HPQ HP	$12,068,237	$2,833,970 ▼	-19.0%	550,056	1.3%	Technology
AVEM Avantis Emerging Markets Equity ETF	$12,010,807	$83,850 ▲	0.7%	124,477	1.3%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$11,811,284	$112,403 ▼	-0.9%	117,164	1.2%	ETF
KR Kroger	$11,788,374	$1,526,356 ▲	14.9%	212,288	1.2%	Consumer Staples
ALL Allstate	$11,633,264	$221,758 ▲	1.9%	48,892	1.2%	Finance
TIP iShares TIPS Bond ETF	$11,461,343	$426,667 ▲	3.9%	104,737	1.2%	ETF
INTU Intuit	$11,259,392	$3,970,633 ▲	54.5%	43,139	1.2%	Technology
QQQ Invesco QQQ	$11,121,699	$7,053,880 ▲	173.4%	15,103	1.2%	ETF
JANUS DETROIT STR TR	$10,305,506	$244,067 ▲	2.4%	201,240	1.1%	HEND SECU IN ETF
CMCSA Comcast	$9,709,338	$1,510,268 ▲	18.4%	395,492	1.0%	Communication Services
LAZARD INC	$8,442,010	$511,038 ▲	6.4%	201,288	0.9%	COM
PVH PVH	$8,142,007	$3,112,679 ▼	-27.7%	109,642	0.9%	Consumer Discretionary
EXLS ExlService	$7,802,634	$7,802,634 ▲	New Holding	301,726	0.8%	Industrials
CALM Cal-Maine Foods	$6,895,107	$1,061,374 ▲	18.2%	85,590	0.7%	Consumer Staples
VNT Vontier	$6,869,152	$6,869,152 ▲	New Holding	236,867	0.7%	Technology
SRE Sempra Energy	$6,770,811	$175,037 ▲	2.7%	73,032	0.7%	Utilities
VZ Verizon Communications	$6,658,931	$5,846,343 ▼	-46.8%	157,273	0.7%	Communication Services
VGLT Vanguard Long-Term Treasury ETF	$6,252,172	$6,252,172 ▲	New Holding	113,305	0.7%	ETF
G Genpact	$5,919,258	$5,919,258 ▲	New Holding	215,246	0.6%	Industrials
AVIG Avantis Core Fixed Income ETF	$5,482,685	$71,432 ▲	1.3%	132,400	0.6%	ETF
ISHARES TR	$5,348,434	$65,839 ▼	-1.2%	53,128	0.6%	0-3 MTH TREASURY
DELL Dell Technologies	$3,417,855	$877,546 ▼	-20.4%	7,922	0.4%	Technology
VTI Vanguard Total Stock Market ETF	$3,116,440	$2,692,379 ▲	634.9%	8,422	0.3%	ETF
NVDA NVIDIA	$3,038,784	$222,501 ▲	7.9%	15,187	0.3%	Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,019,209	$1,356,616 ▲	81.6%	57,399	0.3%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$2,948,163	$1,324,974 ▲	81.6%	117,130	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,942,395	$2,942,395 ▲	New Holding	38,158	0.3%	ETF
IWM iShares Russell 2000 ETF	$2,853,872	$2,068,824 ▲	263.5%	9,499	0.3%	ETF
META Meta Platforms	$2,706,671	$660,754 ▲	32.3%	4,805	0.3%	Communication Services
CAT Caterpillar	$2,480,868	$97,957 ▲	4.1%	2,330	0.3%	Industrials
XLE Energy Select Sector SPDR Fund	$2,399,118	$1,975,251 ▲	466.0%	45,173	0.3%	ETF
FTNT Fortinet	$2,353,612	$93,401 ▼	-3.8%	15,321	0.2%	Technology
VGSH Vanguard Short-Term Treasury ETF	$2,305,593	$2,305,593 ▲	New Holding	39,615	0.2%	ETF
GL Globe Life	$2,223,238	$504,575 ▲	29.4%	12,443	0.2%	Finance
EXEL Exelixis	$2,212,909	$181,675 ▲	8.9%	40,671	0.2%	Healthcare
GOOG Alphabet	$2,188,052	$368,503 ▲	20.3%	6,193	0.2%	Communication Services
JAZZ Jazz Pharmaceuticals	$2,080,776	$123,136 ▲	6.3%	8,635	0.2%	Healthcare
CELESTICA INC	$2,054,189	$438,490 ▲	27.1%	5,631	0.2%	COM
UBER Uber Technologies	$2,044,942	$723,548 ▲	54.8%	28,339	0.2%	Industrials
NUE Nucor	$2,009,068	$155,041 ▲	8.4%	9,019	0.2%	Materials
F Ford Motor	$1,903,055	$482,262 ▲	33.9%	136,910	0.2%	Consumer Discretionary
IYM iShares U.S. Basic Materials ETF	$1,896,242	$1,023,525 ▲	117.3%	10,562	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,832,026	$113,958 ▲	6.6%	19,372	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,722,743	$1,722,743 ▲	New Holding	20,796	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,673,229	$86,528 ▼	-4.9%	20,923	0.2%	ETF
GPK Graphic Packaging	$1,635,912	$890,313 ▲	119.4%	154,769	0.2%	Materials
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,620,398	$17,561 ▲	1.1%	14,856	0.2%	ETF
MELI MercadoLibre	$1,585,362	$787,589 ▲	98.7%	934	0.2%	Consumer Discretionary
MBB iShares MBS ETF	$1,567,604	$119,662 ▼	-7.1%	16,585	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,482,833	$1,482,833 ▲	New Holding	15,353	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,378,850	$941,144 ▼	-40.6%	1,846	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,360,314	$170,407 ▼	-11.1%	19,885	0.1%	ETF
VUG Vanguard Growth ETF	$1,317,769	$1,068,652 ▲	429.0%	15,298	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,299,876	$152,404 ▼	-10.5%	9,510	0.1%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,279,586	$1,279,586 ▲	New Holding	10,890	0.1%	ETF
MUB iShares National Muni Bond ETF	$1,277,783	$538,212 ▲	72.8%	11,873	0.1%	ETF
VDE Vanguard Energy ETF	$1,268,796	$1,268,796 ▲	New Holding	8,451	0.1%	ETF
VOO Vanguard S&P 500 ETF	$1,253,127	$988,769 ▲	374.0%	1,825	0.1%	ETF
TSLA Tesla	$1,233,620	$24,395 ▲	2.0%	2,933	0.1%	Consumer Discretionary
PYLD PIMCO Multi Sector Bond Active ETF	$1,230,788	$96,851 ▲	8.5%	46,410	0.1%	ETF
BONDBLOXX ETF TRUST	$1,156,173	$517,198 ▲	80.9%	22,786	0.1%	IR M TAXAWARE
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$1,141,665	$3,030 ▼	-0.3%	22,233	0.1%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,073,628	$1,073,628 ▲	New Holding	11,716	0.1%	ETF
VTV Vanguard Value ETF	$1,067,287	$106,358 ▼	-9.1%	4,897	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,015,822	$1,015,822 ▲	New Holding	2,963	0.1%	ETF
SMH VanEck Semiconductor ETF	$1,000,204	$1,000,204 ▲	New Holding	1,525	0.1%	ETF
GLD SPDR Gold Shares	$999,584	$108,322 ▼	-9.8%	2,713	0.1%	ETF
BND Vanguard Total Bond Market ETF	$980,598	$20,261 ▼	-2.0%	13,358	0.1%	ETF
WFC Wells Fargo & Company	$912,118	$15,289 ▼	-1.6%	11,037	0.1%	Finance
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$894,422		0.0%	17,714	0.1%	ETF
AVGO Broadcom	$875,682	$36,266 ▼	-4.0%	2,318	0.1%	Technology
IYZ iShares U.S. Telecommunications ETF	$834,323	$211,595 ▼	-20.2%	19,719	0.1%	ETF
IDU iShares U.S. Utilities ETF	$817,203	$817,203 ▲	New Holding	7,130	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

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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