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Buska Wealth Management, LLC Top Holdings and 13F Report (2025)

About Buska Wealth Management, LLC

Investment Activity

  • Buska Wealth Management, LLC has $365.94 million in total holdings as of June 30, 2025.
  • Buska Wealth Management, LLC owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 12.98% of the portfolio was purchased this quarter.
  • About 7.61% of the portfolio was sold this quarter.
  • This quarter, Buska Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 29 stocks.
  • Buska Wealth Management, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

78464A854 - SPDR Portfolio S&P 500 ETF
$249,021 Holding
29273V100 - Energy Transfer
$225,397 Holding
G51502105 - Johnson Controls International
$210,184 Holding
78462F103 - SPDR S&P 500 ETF Trust
$207,742 Holding

Largest Purchases this Quarter

iShares Core MSCI Europe ETF
70,495 shares (about $4.67M)
Vanguard High Dividend Yield ETF
29,310 shares (about $3.91M)
Fidelity MSCI Financials Index ETF
36,769 shares (about $2.72M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
25,606 shares (about $6.48M)
First Trust Nasdaq Cybersecurity ETF
78,028 shares (about $5.90M)
SPDR S&P Aerospace & Defense ETF
16,571 shares (about $3.50M)
Fidelity MSCI Industrials Index ETF
35,570 shares (about $2.76M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBuska Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$60,284,950$726,452 1.2%97,09316.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$48,683,770$1,250,123 2.6%237,86513.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$44,274,658$2,200,178 5.2%464,48412.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$39,549,275$3,907,322 11.0%296,67110.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,127,518$2,433,865 13.0%38,2995.8%Finance
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$11,132,264$1,982,649 21.7%361,0853.0%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$11,037,710$2,002,023 22.2%216,3413.0%ETF
BUFF
Innovator Laddered Allocation Power Buffer ETF
$10,896,386$5,805,440 114.0%231,8383.0%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$10,271,582$2,200,528 27.3%171,7372.8%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$9,625,704$582,222 6.4%113,4972.6%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$9,412,290$7,810,490 487.6%117,4922.6%ETF
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$8,795,611$3,495,505 -28.4%41,6972.4%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$8,314,415$3,258,029 -28.2%210,3852.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,846,573$1,702,932 27.7%94,6282.1%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$7,811,473$1,746,242 28.8%96,8562.1%ETF
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$7,553,522$2,757,745 -26.7%97,4272.1%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$5,505,136$4,666,778 556.7%83,1591.5%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$5,095,061$2,722,376 114.7%68,8151.4%ETF
Invesco KBW Property & Casualty Insurance ETF stock logo
KBWP
Invesco KBW Property & Casualty Insurance ETF
$4,346,986$2,501,574 135.6%35,3901.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$4,176,081$1,469,848 54.3%79,1521.1%Manufacturing
BNOV
Innovator U.S. Equity Buffer ETF - November
$4,021,212$1,587,090 -28.3%97,4741.1%ETF
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$3,871,515$1,416,237 -26.8%19,8711.1%ETF
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$1,191,795$164,498 -12.1%23,3000.3%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$1,190,293$341,280 -22.3%29,4190.3%ETF
BAUG
Innovator U.S. Equity Buffer ETF - August
$1,142,221$326,375 -22.2%24,8200.3%ETF
UNOV
Innovator U.S. Equity Ultra Buffer ETF - November
$1,139,734$376,819 -24.8%31,5770.3%Manufacturing
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$985,597$131,993 -11.8%15,4120.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$964,288$12,402 -1.3%36,3880.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$899,111$12,222 1.4%8,1660.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$860,999$4,948 0.6%4,8720.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$786,674$6,483,288 -89.2%3,1070.2%ETF
Fidelity Disruptive Technology ETF stock logo
FDTX
Fidelity Disruptive Technology ETF
$751,411$487,001 -39.3%19,2620.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$585,686$44,878 -7.1%1,0310.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$582,036$253,890 77.4%3,6840.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$573,247$107,289 23.0%1,8380.2%Medical
Oxford Lane Capital Corp. stock logo
OXLC
Oxford Lane Capital
$573,089$161,910 39.4%136,4500.2%Financial Services
Waste Management, Inc. stock logo
WM
Waste Management
$560,681$5,721 1.0%2,4500.2%Business Services
Guggenheim Strategic Opportunities Fund stock logo
GOF
Guggenheim Strategic Opportunities Fund
$485,254$22,231 4.8%32,5890.1%Financial Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$484,9780.0%1,5960.1%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$470,357$28,265 6.4%24,7950.1%Financial Services
UAUG
Innovator U.S. Equity Ultra Buffer ETF - August
$434,225$167,582 -27.8%11,6030.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$428,184$5,897,677 -93.2%5,6650.1%Manufacturing
INNOVATOR ETFS TRUST
$408,8350.0%15,4190.1%EQUITY DEFINED P
AT&T Inc. stock logo
T
AT&T
$391,638$955 0.2%13,5330.1%Computer and Technology
Invesco CEF Income Composite ETF stock logo
PCEF
Invesco CEF Income Composite ETF
$388,577$12,721 3.4%19,8860.1%ETF
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$358,279$47,255 -11.7%8,4840.1%Transportation
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$345,508$647 -0.2%3,2050.1%Energy
BMAR
Innovator U.S. Equity Buffer ETF - March
$339,409$32,465 -8.7%6,9210.1%ETF
Apple Inc. stock logo
AAPL
Apple
$337,852$3,487 -1.0%1,6470.1%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$334,181$75,422 -18.4%7,6210.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$333,188$17,903 -5.1%6700.1%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$332,8690.0%7610.1%Construction
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$316,023$38,269 13.8%4,6410.1%Utilities
UJUL
Innovator U.S. Equity Ultra Buffer ETF - July
$302,524$79,356 -20.8%8,2230.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$299,980$1,910 -0.6%4,2400.1%Consumer Staples
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$298,8460.0%2,8680.1%Utilities
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$290,037$64,130 -18.1%3,2970.1%Manufacturing
BJUL
Innovator U.S. Equity Buffer ETF - July
$284,618$71,355 -20.0%6,0390.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$249,021$249,021 New Holding3,4260.1%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$246,508$246,508 New Holding3,2920.1%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$241,594$44,334 -15.5%2,9590.1%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$225,397$225,397 New Holding12,4320.1%Energy
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$217,021$32,260 -12.9%4,2920.1%ETF
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$210,184$210,184 New Holding1,9900.1%Construction
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$207,742$207,742 New Holding3360.1%Finance
CORNERSTONE STRATEGIC INVEST
$146,300$12,164 9.1%18,0170.0%COM
EVF
Eaton Vance Senior Income Trust
$107,258$962 -0.9%18,8500.0%Financial Services
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$0$214,030 -100.0%00.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$0$205,644 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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