Buska Wealth Management, LLC Purchases in Q2 2024

Buska Wealth Management, LLC

  • $288 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
35.7K
+ 19.2%
$114.71 - $121.51 $4.1M - $4.34M
222K $28.4B
VIG
Vanguard Dividend Appreciation

ETFs
16K
+ 7.99%
$173.33 - $185.29 $2.77M - $2.96M
216K $42.7B
IVV
Ishares Core S&P 500 ETF

ETFs
6.6K
+ 8.04%
$497.53 - $549.64 $3.28M - $3.63M
88.7K $51.1B
SPYG
Spdr Portfolio

ETFs
23.5K
+ 6.2%
$68.71 - $80.95 $1.62M - $1.91M
403K $33.4B
XAR
Spdr S&P Aerospace & Defense E

ETFs
6.41K
+ 12.8%
$132.1 - $144.92 $847K - $929K
56.5K $8.89B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
15.2K
+ 14.94%
$64.46 - $67.77 $982K - $1.03M
117K $8.46B
VGIT
Vanguard Intermediate Term Tre

ETFs
22.8K
+ 37.58%
$57.14 - $58.53 $1.3M - $1.33M
83.4K $5.04B
VAW
Vanguard Materials ETF

ETFs
3.96K
+ 12.77%
$192.63 - $204.63 $763K - $811K
35K $7.4B
FLRN
Spdr Bloomberg Investment Grad

ETFs
40.9K
+ 24.71%
$30.69 - $30.88 $1.26M - $1.26M
207K $6.37B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24.8K
+ 25.5%
$50.82 - $51.15 $1.26M - $1.27M
122K $6.23B
HYG
Ishares Tr

ETFs
12.7K
+ 37.36%
$75.68 - $77.45 $959K - $981K
46.6K $3.74B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.2K
New
$50.64 - $51.3 $820K - $830K
16.2K $852M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.71K
New
$84.87 - $93.23 $655K - $719K
7.71K $733M
QQQ
Invesco Qqq Trust, Series 1

ETFs
833
+ 2.84%
$414.65 - $485.21 $345K - $404K
30.2K $14.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.27K
+ 117.56%
$75.81 - $80.15 $476K - $503K
11.6K $981M
VTV
Vanguard Value ETF

ETFs
2.37K
+ 132.11%
$154.57 - $163.65 $366K - $388K
4.16K $727M
XOM
Exxon Mobil Corp

Energy
3.22K
New
$108.36 - $122.2 $348K - $393K
3.22K $377M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.82K
+ 161.66%
$79.31 - $93.31 $303K - $356K
6.18K $592M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
20.4K
New
$13.8 - $14.95 $282K - $305K
20.4K $322M
KO
Coca Cola CO

Consumer Defensive
4.3K
New
$58.06 - $64.15 $250K - $276K
4.3K $309M
PCEF
Invesco Cef Income Composite E

ETFs
12.2K
New
$17.84 - $18.82 $217K - $229K
12.2K $240M
PDI
Pimco Dynamic Income Fund

Financial Services
10.5K
New
$18.58 - $19.76 $195K - $208K
10.5K $213M
XLE
Energy Sector Spdr

ETFs
5.75K
+ 6.5%
$88.04 - $98.08 $506K - $564K
94.2K $8.27B
UNH
Unitedhealth Group Inc

Healthcare
69
+ 5.54%
$439.2 - $524.63 $30.3K - $36.2K
1.32K $769M
WEC
Wec Energy Group, Inc.

Utilities
820
+ 29.74%
$77.8 - $85.58 $63.8K - $70.2K
3.58K $344M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10.2K
New
$7.15 - $7.76 $73.2K - $79.5K
10.2K $78.7M
XEL
Xcel Energy Inc

Utilities
38
+ 0.89%
$52.53 - $56.74 $2K - $2.16K
4.33K $283M
T
At&T Inc.

Communication Services
3
+ 0.02%
$16.09 - $19.11 $48.3 - $57.3
13K $286M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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