Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $288 Billion
  • Q2 2024

Buska Wealth Management, LLC has filed its 13F form on October 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $288 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $51.1B, Vanguard Dividend Appreciation with a value of $42.7B, Spdr Portfolio with a value of $33.4B, Vanguard Whitehall Fds (Vangua with a value of $28.4B, and Invesco Qqq Trust, Series 1 with a value of $14.7B.

Examining the 13F form we can see an increase of $35.5B in the current position value, from $253B to 288B.

Buska Wealth Management, LLC is based out at Wausau, WI

Below you can find more details about Buska Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $288 Billion
ETFs: $263 Billion
Consumer Defensive: $5.69 Billion
Healthcare: $1.19 Billion
Financial Services: $833 Million
Technology: $655 Million
Utilities: $627 Million
Industrials: $540 Million
Energy: $377 Million
Other: $286 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.1 Billion 17.75% of portfolio
88,658
Q2 2024 Added 8.04%
$0
$42.7 Billion 14.82% of portfolio
215,600
Q2 2024 Added 7.99%
$0
$33.4 Billion 11.61% of portfolio
403,283
Q2 2024 Added 6.2%
$0
$28.4 Billion 9.86% of portfolio
221,679
Q2 2024 Added 19.2%
$0
$14.7 Billion 5.11% of portfolio
30,164
Q2 2024 Added 2.84%
-
$11.4 Billion 3.95% of portfolio
-
Q2 2024 Reduced 0.12%
$0
$8.89 Billion 3.09% of portfolio
56,491
Q2 2024 Added 12.8%
$0
$8.46 Billion 2.94% of portfolio
117,256
Q2 2024 Added 14.94%
$0
$8.27 Billion 2.87% of portfolio
94,202
Q2 2024 Added 6.5%
$0
$8.14 Billion 2.83% of portfolio
36,076
Q2 2024 Reduced 10.08%
$0
$7.4 Billion 2.57% of portfolio
34,983
Q2 2024 Added 12.77%
$0
$6.37 Billion 2.21% of portfolio
206,540
Q2 2024 Added 24.71%
$0
$6.23 Billion 2.16% of portfolio
122,155
Q2 2024 Added 25.5%
$0
$5.47 Billion 1.9% of portfolio
143,383
Q2 2024 Reduced 3.71%
$0
$5.38 Billion 1.87% of portfolio
121,873
Q2 2024 Reduced 1.1%
$0
$5.04 Billion 1.75% of portfolio
83,423
Q2 2024 Added 37.58%
$0
$3.86 Billion 1.34% of portfolio
46,071
Q2 2024 Added 37.32%
$0
$3.74 Billion 1.3% of portfolio
46,581
Q2 2024 Added 37.36%
-
$1.88 Billion 0.65% of portfolio
-
Q2 2024 Reduced 5.32%
$0
$1.84 Billion 0.64% of portfolio
48,683
Q2 2024 Reduced 5.25%
$0
$1.71 Billion 0.59% of portfolio
33,566
Q2 2024 Reduced 19.73%
$0
$1.64 Billion 0.57% of portfolio
22,521
Q2 2024 Reduced 21.34%
$0
$1.46 Billion 0.51% of portfolio
42,994
Q2 2024 Reduced 5.24%
Fidelity Covington Trust
-
$1.39 Billion 0.48% of portfolio
-
Q2 2024 Reduced 11.88%
$0
$981 Million 0.34% of portfolio
11,611
Q2 2024 Added 117.56%
$0
$852 Million 0.3% of portfolio
16,186
Q2 2024 New
$522B
$769 Million 0.27% of portfolio
1,315
Q2 2024 Added 5.54%
$0
$780 Million 0.27% of portfolio
1,478
Q2 2024 Reduced 3.08%
$0
$733 Million 0.25% of portfolio
7,714
Q2 2024 New
$0
$727 Million 0.25% of portfolio
4,164
Q2 2024 Added 132.11%
$0
$637 Million 0.22% of portfolio
18,182
Q2 2024 Reduced 6.34%
$0
$592 Million 0.21% of portfolio
6,183
Q2 2024 Added 161.66%
$87.9B
$540 Million 0.19% of portfolio
2,604
Q2 2024 Reduced 1.4%
$0
$517 Million 0.18% of portfolio
12,771
Q2 2024 Reduced 4.66%
$0
$476 Million 0.17% of portfolio
10,901
Q2 2024 Reduced 5.75%
$0
$453 Million 0.16% of portfolio
11,549
Q2 2024 Reduced 21.48%
$5.97B
$425 Million 0.15% of portfolio
30,000
Q1 2024 New
$0
$427 Million 0.15% of portfolio
12,583
Q2 2024 Reduced 6.13%
$0
$408 Million 0.14% of portfolio
9,071
Q2 2024 Reduced 26.62%
$3.57T
$391 Million 0.14% of portfolio
1,680
Q2 2024 Reduced 0.06%
$0
$380 Million 0.13% of portfolio
1,341
Q2 2024 Reduced 4.08%
$494B
$377 Million 0.13% of portfolio
3,216
Q2 2024 New
$29.9B
$344 Million 0.12% of portfolio
3,577
Q2 2024 Added 29.74%
$0
$352 Million 0.12% of portfolio
1,092
Q2 2024 Reduced 4.21%
$0
$322 Million 0.11% of portfolio
20,428
Q2 2024 New
$0
$327 Million 0.11% of portfolio
4,050
Q2 2024 Reduced 3.11%
$282B
$309 Million 0.11% of portfolio
4,298
Q2 2024 New
$156B
$286 Million 0.1% of portfolio
12,979
Q2 2024 Added 0.02%
$36B
$283 Million 0.1% of portfolio
4,327
Q2 2024 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $288 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q2 2024
  • Filing Date October 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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