Buck Wealth Strategies, LLC Top Holdings and 13F Report (2024) → What’s Really Next for America… (From Porter & Company) (Ad) About Buck Wealth Strategies, LLCInvestment ActivityBuck Wealth Strategies, LLC has $291.14 million in total holdings as of March 31, 2024.Buck Wealth Strategies, LLC owns shares of 78 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 69.14% of the portfolio was purchased this quarter.About 64.87% of the portfolio was sold this quarter.This quarter, Buck Wealth Strategies, LLC has purchased 62 new stocks and bought additional shares in 21 stocks.Buck Wealth Strategies, LLC sold shares of 13 stocks and completely divested from 28 stocks this quarter.Largest Holdings Janus Henderson Short Duration Income ETF $29,114,858iShares 0-3 Month Treasury Bond ETF $29,110,195PGIM Ultra Short Bond ETF $23,109,060Caterpillar $10,665,811Waste Management $9,273,740 Largest New Holdings this Quarter Public Storage $5,206,082 HoldingAllstate $3,456,740 HoldingInternational Business Machines $3,126,889 HoldingDeere & Company $2,419,259 HoldingUniversal Health Services $2,317,801 Holding Largest Purchases this Quarter Janus Henderson Short Duration Income ETF 422,236 shares (about $20.48M)iShares 0-3 Month Treasury Bond ETF 197,237 shares (about $19.86M)PGIM Ultra Short Bond ETF 320,464 shares (about $15.93M)Caterpillar 27,025 shares (about $9.90M)Pfizer 274,948 shares (about $7.63M) Largest Sales this Quarter iShares Core S&P 500 ETF 24,634 shares (about $12.95M)JPMorgan Chase & Co. 43,904 shares (about $8.79M)iShares Core U.S. Aggregate Bond ETF 80,947 shares (about $7.93M)Exxon Mobil 66,281 shares (about $7.70M)Apple 41,991 shares (about $7.20M) 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 PortfolioSectorVNLAJanus Henderson Short Duration Income ETF$29,114,858$20,478,458 ▲237.1%600,30610.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$29,110,195$19,863,717 ▲214.8%289,05010.0%ETFPULSPGIM Ultra Short Bond ETF$23,109,060$15,927,062 ▲221.8%464,9717.9%ETFCATCaterpillar$10,665,811$9,902,894 ▲1,298.0%29,1073.7%Industrial ProductsWMWaste Management$9,273,740$15,986 ▲0.2%43,5083.2%Business ServicesMRKMerck & Co., Inc.$9,117,046$660,671 ▼-6.8%69,0953.1%MedicalVZVerizon Communications$8,649,775$104,858 ▼-1.2%206,1433.0%Computer and TechnologyKOCoca-Cola$8,568,543$713,296 ▲9.1%140,0552.9%Consumer StaplesPFEPfizer$8,197,874$7,629,804 ▲1,343.1%295,4192.8%MedicalETNEaton$8,099,016$7,298,557 ▲911.8%25,9022.8%Industrial ProductsCSCOCisco Systems$8,036,830$411,809 ▲5.4%161,0262.8%Computer and TechnologyLYBLyondellBasell Industries$7,388,006$6,784,860 ▲1,124.9%72,2332.5%Basic MaterialsSOSouthern$7,075,484$6,501,565 ▲1,132.8%98,6272.4%UtilitiesPAYXPaychex$6,949,447$6,369,344 ▲1,098.0%56,5922.4%Business ServicesEDConsolidated Edison$6,920,577$6,364,544 ▲1,144.6%76,2092.4%UtilitiesMCDMcDonald's$6,637,405$6,055,740 ▲1,041.1%23,5412.3%Retail/WholesaleUPSUnited Parcel Service$6,543,240$6,033,146 ▲1,182.8%44,0242.2%TransportationPRUPrudential Financial$6,170,686$5,443,390 ▲748.4%52,5612.1%FinancePKGPackaging Co. of America$6,086,919$5,391,743 ▲775.6%32,0732.1%Industrial ProductsLNTAlliant Energy$5,411,593$4,869,441 ▲898.2%107,3731.9%UtilitiesPSAPublic Storage$5,206,082$5,206,082 ▲New Holding17,9481.8%FinanceUSBU.S. Bancorp$4,929,798$4,381,953 ▲799.9%110,2861.7%FinanceCALMCal-Maine Foods$4,768,543$4,215,355 ▲762.0%81,0291.6%Basic MaterialsMSFTMicrosoft$4,629,650$3,226,535 ▼-41.1%11,0041.6%Computer and TechnologyALLAllstate$3,456,740$3,456,740 ▲New Holding19,9801.2%FinanceINTUIntuit$3,305,490$4,424,871 ▼-57.2%5,0851.1%Computer and TechnologyIBMInternational Business Machines$3,126,889$3,126,889 ▲New Holding16,3751.1%Computer and TechnologyDEDeere & Company$2,419,259$2,419,259 ▲New Holding5,8900.8%Industrial ProductsUHSUniversal Health Services$2,317,801$2,317,801 ▲New Holding12,7030.8%MedicalIBKRInteractive Brokers Group$2,288,227$2,288,227 ▲New Holding20,4840.8%FinanceGPCGenuine Parts$2,264,457$2,264,457 ▲New Holding14,6160.8%Auto/Tires/TrucksCMCOColumbus McKinnon$2,242,536$2,242,536 ▲New Holding50,2470.8%Industrial ProductsTKRTimken$2,144,254$2,144,254 ▲New Holding24,5250.7%Industrial ProductsACGLArch Capital Group$2,118,355$2,118,355 ▲New Holding22,9160.7%FinanceRNRRenaissanceRe$2,052,830$2,052,830 ▲New Holding8,7340.7%FinanceCNCCentene$2,011,913$2,011,913 ▲New Holding25,6360.7%MedicalAGCOAGCO$1,990,774$1,990,774 ▲New Holding16,1820.7%Industrial ProductsMKLMarkel Group$1,888,157$1,888,157 ▲New Holding1,2410.6%Multi-Sector ConglomeratesCIThe Cigna Group$1,882,804$1,882,804 ▲New Holding5,1840.6%MedicalHUMHumana$1,871,439$1,871,439 ▲New Holding5,3980.6%MedicalIARTIntegra LifeSciences$1,718,758$1,718,758 ▲New Holding48,4840.6%MedicalAMPHAmphastar Pharmaceuticals$1,682,543$1,682,543 ▲New Holding38,3180.6%MedicalGGenpact$1,414,652$1,414,652 ▲New Holding42,9330.5%Business ServicesCVXChevron$1,396,125$1,066,771 ▲323.9%8,8510.5%Oils/EnergyAZOAutoZone$1,232,295$1,232,295 ▲New Holding3910.4%Retail/WholesaleAAPLApple$1,053,402$7,200,619 ▼-87.2%6,1430.4%Computer and TechnologyBRK.BBerkshire Hathaway$874,682$874,682 ▲New Holding2,0800.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$866,317$7,928,294 ▼-90.1%8,8450.3%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$857,101$6,423,783 ▼-88.2%8,6200.3%ETFRTXRTX$816,278$816,278 ▲New Holding8,3690.3%AerospaceVTIVanguard Total Stock Market ETF$727,150$727,150 ▲New Holding2,7980.2%ETFJPMJPMorgan Chase & Co.$623,186$8,794,715 ▼-93.4%3,1110.2%FinanceTIPiShares TIPS Bond ETF$604,850$5,021,297 ▼-89.2%5,6310.2%ETFMOAltria Group$584,762$584,762 ▲New Holding13,4060.2%Consumer StaplesIVViShares Core S&P 500 ETF$546,241$12,951,011 ▼-96.0%1,0390.2%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$521,832$521,832 ▲New Holding9,0900.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$499,641$499,641 ▲New Holding8980.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$493,765$493,765 ▲New Holding5,9080.2%ETFFEXFirst Trust Large Cap Core AlphaDEX Fund$479,646$479,646 ▲New Holding4,8330.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$473,674$473,674 ▲New Holding20,6040.2%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$446,959$446,959 ▲New Holding2,3860.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$443,935$443,935 ▲New Holding4,4160.2%ETFPGXInvesco Preferred ETF$410,578$410,578 ▲New Holding34,5600.1%ETFDSIiShares MSCI KLD 400 Social ETF$385,194$385,194 ▲New Holding3,8210.1%ETFESGUiShares ESG Aware MSCI USA ETF$380,337$380,337 ▲New Holding3,3080.1%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$376,302$376,302 ▲New Holding8,3350.1%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$365,437$365,437 ▲New Holding7,7650.1%ETFTLTiShares 20+ Year Treasury Bond ETF$339,285$6,036,832 ▼-94.7%3,5860.1%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$287,575$287,575 ▲New Holding3,0760.1%ETFGLDSPDR Gold Shares$280,499$4,736,197 ▼-94.4%1,3640.1%FinanceVCRVanguard Consumer Discretionary ETF$280,360$280,360 ▲New Holding8820.1%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$253,380$253,380 ▲New Holding5,9160.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$242,887$242,887 ▲New Holding2,9700.1%ManufacturingPMPhilip Morris International$241,552$241,552 ▲New Holding2,6360.1%Consumer StaplesFIXDFirst Trust TCW Opportunistic Fixed Income ETF$236,013$236,013 ▲New Holding5,4130.1%ManufacturingXOMExxon Mobil$232,433$7,702,946 ▼-97.1%2,0000.1%Oils/EnergyDMXFiShares ESG Advanced MSCI EAFE ETF$215,718$215,718 ▲New Holding3,1660.1%ManufacturingACWViShares MSCI Global Min Vol Factor ETF$210,958$210,958 ▲New Holding2,0040.1%ETFAMZNAmazon.com$0$8,070,748 ▼-100.0%00.0%Retail/WholesaleMCHPMicrochip Technology$0$7,545,487 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$7,474,256 ▼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$7,459,616 ▼-100.0%00.0%MedicalVVisa$0$7,226,154 ▼-100.0%00.0%Business ServicesWSOWatsco$0$7,051,545 ▼-100.0%00.0%ConstructionPGProcter & Gamble$0$6,870,089 ▼-100.0%00.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$0$6,790,899 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$6,450,515 ▼-100.0%00.0%MedicalVOVanguard Mid-Cap ETF$0$6,269,986 ▼-100.0%00.0%ETFWMTWalmart$0$5,693,416 ▼-100.0%00.0%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$0$5,559,846 ▼-100.0%00.0%ETFLMTLockheed Martin$0$5,536,140 ▼-100.0%00.0%AerospaceDGROiShares Core Dividend Growth ETF$0$5,253,196 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$4,699,878 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$4,694,204 ▼-100.0%00.0%FinanceJPSTJPMorgan Ultra-Short Income ETF$0$3,325,469 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$2,360,766 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$2,191,131 ▼-100.0%00.0%ETFMMM3M$0$611,421 ▼-100.0%00.0%Multi-Sector ConglomeratesTSLATesla$0$588,928 ▼-100.0%00.0%Auto/Tires/TrucksCOSTCostco Wholesale$0$351,790 ▼-100.0%00.0%Retail/WholesaleLULULululemon Athletica$0$332,850 ▼-100.0%00.0%Consumer DiscretionaryBOHBank of Hawaii$0$315,660 ▼-100.0%00.0%FinanceISRGIntuitive Surgical$0$246,273 ▼-100.0%00.0%MedicalEXELExelixis$0$239,900 ▼-100.0%00.0%MedicalNVONovo Nordisk A/S$0$220,866 ▼-100.0%00.0%MedicalKWRQuaker Chemical$0$208,599 ▼-100.0%00.0%Basic Materials More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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