The Analysis of Buck Wealth Strategies, LLC's Holdings
Currently, Buck Wealth Strategies, LLC holds 172 types of securities in its portfolio with a total value $787.9M. In the most recent quarter, they have increased their positions in BOND (+167.6K shares, valued at $15.6M), SPYG (+131.6K shares, valued at $14.0M), IVV (+14.8K shares, valued at $10.1M); decreased their positions in AGG (-86.1K shares, valued at $8.6M), N/A (-19.8K shares, valued at $6.2M), VO (-19.6K shares, valued at $5.7M); initiated new positions in ALL (+46.7K shares, valued at $9.7M), CMCSA (+325.2K shares, valued at $9.7M), N/A (+181.0K shares, valued at $8.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR117.4K shares14.42%2025-12-312026-02-03
BOND PIMCO ETF TR581.5K shares40.51%2025-12-312026-02-03 AGG ISHARES TR368.4K shares-18.95%2025-12-312026-02-03 SPYG SPDR SERIES TRUST235.5K shares126.68%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS364.6K shares16.33%2025-12-312026-02-03 AAPL APPLE INC75.2K shares-2.77%2025-12-312026-02-03 VO VANGUARD INDEX FDS68.9K shares-22.12%2025-12-312026-02-03 DGRO ISHARES TR262.7K shares76.43%2025-12-312026-02-03 MSFT MICROSOFT CORP37.6K shares6.40%2025-12-312026-02-03 ALPHABET INC ALPHABET INC56.9K shares-25.86%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.54.5K shares3.80%2025-12-312026-02-03 AMZN AMAZON COM INC75.3K shares4.86%2025-12-312026-02-03 VNLA JANUS DETROIT STR TR301.1K shares-6.74%2025-12-312026-02-03 MGA MAGNA INTL INC271.5K shares-4.84%2025-12-312026-02-03 JPST J P MORGAN EXCHANGE TRADED F284.0K shares7.33%2025-12-312026-02-03 WMT WALMART INC122.8K shares3.78%2025-12-312026-02-03 GLDM WORLD GOLD TR159.1K shares4.21%2025-12-312026-02-03 CSCO CISCO SYS INC172.5K shares-9.13%2025-12-312026-02-03 XONE BONDBLOXX ETF TRUST261.4K shares-6.85%2025-12-312026-02-03 AMGN AMGEN INC39.2K shares-0.74%2025-12-312026-02-03 WM WASTE MGMT INC DEL55.9K shares14.19%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP25.3K shares8.27%2025-12-312026-02-03 V VISA INC34.8K shares10.86%2025-12-312026-02-03 KO COCA COLA CO172.0K shares8.39%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC294.4K shares11.09%2025-12-312026-02-03 INTU INTUIT18.0K shares9.02%2025-12-312026-02-03 JSI JANUS DETROIT STR TR225.4K shares32.00%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC35.4K shares22.16%2025-12-312026-02-03 TIP ISHARES TR103.9K shares-4.21%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO78.7K shares19.73%2025-12-312026-02-03 KR KROGER CO177.7K shares16.26%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC11.6K shares1240.78%2025-12-312026-02-03 MINT PIMCO ETF TR97.7K shares-6.76%2025-12-312026-02-03 ALL ALLSTATE CORP46.7K sharesnew addition2025-12-312026-02-03 CMCSA COMCAST CORP NEW325.2K sharesnew addition2025-12-312026-02-03 IJR ISHARES TR79.9K shares12.48%2025-12-312026-02-03 AVEM AMERICAN CENTY ETF TR119.7K shares-19.89%2025-12-312026-02-03 LAZARD INC LAZARD INC181.0K sharesnew addition2025-12-312026-02-03 SRE SEMPRA69.2K shares3.01%2025-12-312026-02-03 OTTR OTTER TAIL CORP72.9K shares7.55%2025-12-312026-02-03 AVIG AMERICAN CENTY ETF TR137.5K shares-14.38%2025-12-312026-02-03 CALM CAL MAINE FOODS INC66.5K shares11.84%2025-12-312026-02-03 SGOV ISHARES TR44.8K shares-6.10%2025-12-312026-02-03 NVDA NVIDIA CORPORATION13.8K shares47.29%2025-12-312026-02-03 META META PLATFORMS INC3.5K shares66.10%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR3.3K shares-30.46%2025-12-312026-02-03 ALPHABET INC ALPHABET INC6.3K shares37.18%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS25.1K shares-59.25%2025-12-312026-02-03 IEF ISHARES TR19.2K shares-13.42%2025-12-312026-02-03 PGX INVESCO EXCH TRADED FD TR II158.5K shares1069.44%2025-12-312026-02-03 CAT CATERPILLAR INC3.1K shares29.61%2025-12-312026-02-03 LQD ISHARES TR15.5K sharesnew addition2025-12-312026-02-03 BWX SPDR SERIES TRUST71.8K shares-15.00%2025-12-312026-02-03 IVW ISHARES TR13.0K shares-23.64%2025-12-312026-02-03 EXEL EXELIXIS INC36.0K shares61.07%2025-12-312026-02-03 VUG VANGUARD INDEX FDS3.1K shares-16.03%2025-12-312026-02-03 EFA ISHARES TR15.4K shares-17.32%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC17.0K shares92.11%2025-12-312026-02-03 EEM ISHARES TR24.6K shares-24.04%2025-12-312026-02-03 JAZZ JAZZ PHARMACEUTICALS PLC7.9K shares53.11%2025-12-312026-02-03 NUE NUCOR CORP8.2K shares78.41%2025-12-312026-02-03 GLD SPDR GOLD TR3.3K shares-12.55%2025-12-312026-02-03 GL GLOBE LIFE INC9.3K shares99.55%2025-12-312026-02-03 CSGS CSG SYS INTL INC16.9K shares74.87%2025-12-312026-02-03 F FORD MTR CO97.1K shares77.78%2025-12-312026-02-03 PYPL PAYPAL HLDGS INC20.9K sharesnew addition2025-12-312026-02-03 FTNT FORTINET INC15.1K shares125.98%2025-12-312026-02-03 DELL DELL TECHNOLOGIES INC9.4K shares83.90%2025-12-312026-02-03 VTV VANGUARD INDEX FDS5.8K shares-15.56%2025-12-312026-02-03 DNOV FIRST TR EXCHNG TRADED FD VI22.5K shares7.59%2025-12-312026-02-03 TSLA TESLA INC2.4K shares11.36%2025-12-312026-02-03 IYW ISHARES TR5.1K shares-20.93%2025-12-312026-02-03 SDY SPDR SERIES TRUST6.9K shares-53.64%2025-12-312026-02-03 GPK GRAPHIC PACKAGING HLDG CO63.6K sharesnew addition2025-12-312026-02-03 IYZ ISHARES TR27.3K shares-22.47%2025-12-312026-02-03 MELI MERCADOLIBRE INC447 shares164.50%2025-12-312026-02-03 IYF ISHARES TR6.9K shares-17.64%2025-12-312026-02-03 MUNI PIMCO ETF TR16.9K sharesnew addition2025-12-312026-02-03 IDU ISHARES TR7.9K sharesnew addition2025-12-312026-02-03 FLMI FRANKLIN TEMPLETON ETF TR33.7K sharesnew addition2025-12-312026-02-03 DFEB FIRST TR EXCHNG TRADED FD VI17.3K shares-1.40%2025-12-312026-02-03 NFLX NETFLIX INC8.1K shares1063.51%2025-12-312026-02-03 IMCG ISHARES TR9.3K shares-50.08%2025-12-312026-02-03 DJUN FIRST TR EXCHNG TRADED FD VI15.4K shares-0.35%2025-12-312026-02-03 BNDX VANGUARD CHARLOTTE FDS14.6K shares-12.01%2025-12-312026-02-03 HD HOME DEPOT INC2.0K shares4.22%2025-12-312026-02-03 IWM ISHARES TR2.8K sharesnew addition2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS8.6K shares-12.06%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.9K shares40.50%2025-12-312026-02-03 DDEC FIRST TR EXCHNG TRADED FD VI14.2K shares-3.61%2025-12-312026-02-03 CVX CHEVRON CORP NEW4.0K shares-52.48%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F11.4K shares-16.58%2025-12-312026-02-03 DJUL FIRST TR EXCHNG TRADED FD VI12.5K shares-7.18%2025-12-312026-02-03 OCTM FIRST TR EXCHNG TRADED FD VI18.1K shares4.61%2025-12-312026-02-03 DMAR FIRST TR EXCHNG TRADED FD VI13.5K shares-1.56%2025-12-312026-02-03 LLY ELI LILLY & CO515 shares58.95%2025-12-312026-02-03 VB VANGUARD INDEX FDS2.1K shares15.34%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON2.6K shares-66.27%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS1.8K shares1.20%2025-12-312026-02-03 DOCT FIRST TR EXCHNG TRADED FD VI11.7K shares-4.47%2025-12-312026-02-03 DAPR FIRST TR EXCHNG TRADED FD VI12.7K shares-0.50%2025-12-312026-02-03 DJAN FIRST TR EXCHNG TRADED FD VI11.4K shares-0.63%2025-12-312026-02-03 FFEB FIRST TR EXCHNG TRADED FD VI8.3K shares-5.81%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC793 sharesnew addition2025-12-312026-02-03 TAXX BONDBLOXX ETF TRUST8.8K sharesnew addition2025-12-312026-02-03 XOM EXXON MOBIL CORP3.6K shares8.14%2025-12-312026-02-03 DAUG FIRST TR EXCHNG TRADED FD VI9.5K shares-0.08%2025-12-312026-02-03 ABBV ABBVIE INC1.8K shares-9.12%2025-12-312026-02-03 VTI VANGUARD INDEX FDS1.2K shares-7.66%2025-12-312026-02-03 TLT ISHARES TR4.7K shares-25.91%2025-12-312026-02-03 REZ ISHARES TR5.0K shares-50.02%2025-12-312026-02-03 DMAY FIRST TR EXCHNG TRADED FD VI9.1K shares0.00%2025-12-312026-02-03 XLE SELECT SECTOR SPDR TR8.9K shares83.73%2025-12-312026-02-03 DECM FIRST TR EXCHNG TRADED FD VI11.9K shares0.00%2025-12-312026-02-03 SPYM SPDR SERIES TRUST4.8K shares-19.24%2025-12-312026-02-03 FJUL FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2025-12-312026-02-03 XLP SELECT SECTOR SPDR TR4.7K shares-6.49%2025-12-312026-02-03 SECT NORTHERN LTS FD TR IV5.5K shares0.17%2025-12-312026-02-03 VMBS VANGUARD SCOTTSDALE FDS7.5K shares-12.91%2025-12-312026-02-03 FAPR FIRST TR EXCHNG TRADED FD VI7.8K shares-0.19%2025-12-312026-02-03 MUB ISHARES TR3.2K sharesnew addition2025-12-312026-02-03 BIV VANGUARD BD INDEX FDS4.3K shares-11.78%2025-12-312026-02-03 BLV VANGUARD BD INDEX FDS4.8K shares-11.94%2025-12-312026-02-03 SPDW SPDR INDEX SHS FDS7.5K shares-8.16%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR12.1K shares-5.19%2025-12-312026-02-03 CRSP CRISPR THERAPEUTICS AG6.1K sharesnew addition2025-12-312026-02-03 T AT&T INC12.0K shares-71.36%2025-12-312026-02-03 FEBM FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2025-12-312026-02-03 MA MASTERCARD INCORPORATED520 sharesnew addition2025-12-312026-02-03 GOVT ISHARES TR12.8K shares-8.30%2025-12-312026-02-03 SPAB SPDR SERIES TRUST11.1K shares-15.17%2025-12-312026-02-03 QJUN FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2025-12-312026-02-03 MARM FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2025-12-312026-02-03 FMAR FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2025-12-312026-02-03 FNOV FIRST TR EXCHNG TRADED FD VI5.0K shares11.47%2025-12-312026-02-03 TEM TEMPUS AI INC4.6K sharesnew addition2025-12-312026-02-03 FDEC FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2025-12-312026-02-03 MO ALTRIA GROUP INC4.7K shares-2.15%2025-12-312026-02-03 SPYV SPDR SERIES TRUST4.6K sharesnew addition2025-12-312026-02-03 DSEP FIRST TR EXCHNG TRADED FD VI5.8K shares-0.02%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW300 shares14.94%2025-12-312026-02-03 FJUN FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2025-12-312026-02-03 MMM 3M CO1.5K shares-7.86%2025-12-312026-02-03 PULS PGIM ETF TR4.9K shares-3.76%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD796 sharesnew addition2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE780 sharesnew addition2025-12-312026-02-03 KMI KINDER MORGAN INC DEL8.7K shares-4.47%2025-12-312026-02-03 NOVM FIRST TR EXCHNG TRADED FD VI7.2K sharesnew addition2025-12-312026-02-03 AEP AMERICAN ELEC PWR CO INC2.0K shares-80.19%2025-12-312026-02-03 JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-12-312026-02-03 SHOP SHOPIFY INC1.4K sharesnew addition2025-12-312026-02-03 SHYG ISHARES TR5.3K shares-11.56%2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP394 shares2.07%2025-12-312026-02-03 IEMG ISHARES INC3.3K sharesnew addition2025-12-312026-02-03 IEFA ISHARES TR2.4K sharesnew addition2025-12-312026-02-03 AUGM FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2025-12-312026-02-03 MCD MCDONALDS CORP708 shares-3.28%2025-12-312026-02-03 BEAM BEAM THERAPEUTICS INC7.8K sharesnew addition2025-12-312026-02-03 SPOT SPOTIFY TECHNOLOGY S A370 sharesnew addition2025-12-312026-02-03 JUNM FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2025-12-312026-02-03 BAC BANK AMERICA CORP3.9K shares-2.58%2025-12-312026-02-03 TXG 10X GENOMICS INC12.6K sharesnew addition2025-12-312026-02-03 BIL SPDR SERIES TRUST2.2K shares-17.39%2025-12-312026-02-03 ABNB AIRBNB INC1.5K sharesnew addition2025-12-312026-02-03 RXRX RECURSION PHARMACEUTICALS IN35.1K shares129.33%2025-12-312026-02-03 ACHR ARCHER AVIATION INC18.9K sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available