The Analysis of Buska Wealth Management, LLC's Holdings

Currently, Buska Wealth Management, LLC holds 75 types of securities in its portfolio with a total value $270.6M. In the most recent quarter, they have increased their positions in XLE (+43.8K shares, valued at $2.0M), VGMS (+31.2K shares, valued at $1.6M), QTUM (+11.0K shares, valued at $1.2M); decreased their positions in IVV (-18.0K shares, valued at $12.3M), VIG (-43.0K shares, valued at $9.5M), SPYG (-87.6K shares, valued at $9.3M); initiated new positions in VGMS (+31.2K shares, valued at $1.6M), QTUM (+11.0K shares, valued at $1.2M), VGHY (+15.4K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.0K shares-21.68%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS159.2K shares-21.28%2025-12-312026-01-22

SPYG SPDR SERIES TRUST303.6K shares-22.39%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS197.6K shares-20.96%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR25.5K shares-21.83%2025-12-312026-01-22

BUFF INNOVATOR ETFS TRUST174.5K shares-13.92%2025-12-312026-01-22

VYMI VANGUARD WHITEHALL FDS89.5K shares-12.66%2025-12-312026-01-22

FLRN SPDR SERIES TRUST242.4K shares-24.40%2025-12-312026-01-22

Sponsored

FLOT ISHARES TR145.0K shares-24.38%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS122.5K shares-19.36%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS75.1K shares-10.29%2025-12-312026-01-22

XLE SELECT SECTOR SPDR TR136.2K shares47.34%2025-12-312026-01-22

XAR SPDR SERIES TRUST24.4K shares-29.45%2025-12-312026-01-22

PNOV INNOVATOR ETFS TRUST124.3K shares-26.56%2025-12-312026-01-22

FIDU FIDELITY COVINGTON TRUST57.0K shares-28.73%2025-12-312026-01-22

HYG ISHARES TR57.4K shares-33.13%2025-12-312026-01-22

Sponsored

IEUR ISHARES TR60.6K shares-14.13%2025-12-312026-01-22

FNCL FIDELITY COVINGTON TRUST43.4K shares-23.23%2025-12-312026-01-22

IGSB ISHARES TR59.3K shares-15.86%2025-12-312026-01-22

VAW VANGUARD WORLD FD12.5K shares-23.66%2025-12-312026-01-22

BNOV INNOVATOR ETFS TRUST57.0K shares-26.27%2025-12-312026-01-22

KBWP INVESCO EXCH TRADED FD TR II14.1K shares-48.21%2025-12-312026-01-22

VGMS VANGUARD MALVERN FDS31.2K sharesnew addition2025-12-312026-01-22

QTUM ETF SER SOLUTIONS11.0K sharesnew addition2025-12-312026-01-22

Sponsored

VGHY VANGUARD FIXED INCOME SECS F15.4K sharesnew addition2025-12-312026-01-22

IVW ISHARES TR8.3K shares-6.04%2025-12-312026-01-22

PAUG INNOVATOR ETFS TRUST22.7K shares-12.20%2025-12-312026-01-22

BAUG INNOVATOR ETFS TRUST18.0K shares-12.25%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR32.4K shares-10.60%2025-12-312026-01-22

VTV VANGUARD INDEX FDS4.6K shares-10.55%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR5.3K shares71.06%2025-12-312026-01-22

FSTA FIDELITY COVINGTON TRUST14.3K shares-26.16%2025-12-312026-01-22

Sponsored

UNOV INNOVATOR ETFS TRUST18.4K shares-25.98%2025-12-312026-01-22

PDI PIMCO DYNAMIC INCOME FD39.1K shares-12.54%2025-12-312026-01-22

FHLC FIDELITY COVINGTON TRUST9.2K shares-29.22%2025-12-312026-01-22

FDTX FIDELITY COVINGTON TRUST13.6K shares-15.24%2025-12-312026-01-22

VTI VANGUARD INDEX FDS1.6K shares0.06%2025-12-312026-01-22

WM WASTE MGMT INC DEL2.4K shares-2.43%2025-12-312026-01-22

AAPL APPLE INC1.9K shares11.10%2025-12-312026-01-22

NVDA NVIDIA CORPORATION2.7K shares-1.22%2025-12-312026-01-22

Sponsored

UNH UNITEDHEALTH GROUP INC1.5K shares-0.13%2025-12-312026-01-22

GOF GUGGENHEIM STRATEGIC OPPORTU38.0K shares-3.13%2025-12-312026-01-22

PCEF INVESCO EXCH TRADED FD TR II23.8K shares-2.59%2025-12-312026-01-22

SPYM SPDR SERIES TRUST5.0K shares24.33%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS625 shares-26.73%2025-12-312026-01-22

PNR PENTAIR PLC3.7K shares-0.08%2025-12-312026-01-22

NVT NVENT ELECTRIC PLC3.8K shares0.00%2025-12-312026-01-22

XOM EXXON MOBIL CORP3.1K shares-2.54%2025-12-312026-01-22

Sponsored

ALPHABET INC ALPHABET INC1.1K shares27.42%2025-12-312026-01-22

XEL XCEL ENERGY INC4.6K shares-0.64%2025-12-312026-01-22

MSFT MICROSOFT CORP691 shares-10.38%2025-12-312026-01-22

UAUG INNOVATOR ETFS TRUST8.1K shares-13.18%2025-12-312026-01-22

CIBR FIRST TR EXCHANGE TRADED FD4.3K shares-13.81%2025-12-312026-01-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.9K shares0.00%2025-12-312026-01-22

PDO PIMCO DYNAMIC INCOME OPRNTS21.8K shares30.14%2025-12-312026-01-22

TT TRANE TECHNOLOGIES PLC764 shares0.00%2025-12-312026-01-22

Sponsored

PJUL INNOVATOR ETFS TRUST6.3K shares-8.96%2025-12-312026-01-22

PMAR INNOVATOR ETFS TRUST6.1K shares-15.40%2025-12-312026-01-22

KO COCA COLA CO3.9K shares-0.82%2025-12-312026-01-22

T AT&T INC10.9K shares-19.82%2025-12-312026-01-22

SPTM SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-01-22

ET ENERGY TRANSFER L P16.3K shares5.49%2025-12-312026-01-22

BJUL INNOVATOR ETFS TRUST5.0K shares-6.38%2025-12-312026-01-22

BMAR INNOVATOR ETFS TRUST4.7K shares-17.59%2025-12-312026-01-22

Sponsored

SPY SPDR S&P 500 ETF TR361 shares7.44%2025-12-312026-01-22

CLM CORNERSTONE STRATEGIC INVEST28.6K shares1.12%2025-12-312026-01-22

JCI JOHNSON CTLS INTL PLC2.0K shares0.00%2025-12-312026-01-22

UJUL INNOVATOR ETFS TRUST5.9K shares-11.36%2025-12-312026-01-22

CAT CATERPILLAR INC394 sharesnew addition2025-12-312026-01-22

BROADCOM INC BROADCOM INC636 shares-3.78%2025-12-312026-01-22

PPH VANECK ETF TRUST2.1K shares-19.43%2025-12-312026-01-22

MGK VANGUARD WORLD FD531 shares0.19%2025-12-312026-01-22

Sponsored

XLU SELECT SECTOR SPDR TR4.8K shares81.16%2025-12-312026-01-22

AWF ALLIANCEBERNSTEIN GLOBAL HIG19.1K shares-8.81%2025-12-312026-01-22

CRF CORNERSTONE TOTAL RETURN FD23.4K shares1.05%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available