Buska Wealth Management, LLC Portfolio Holdings
Buska Wealth Management, LLC
- $295 Million
- Q3 2024
Buska Wealth Management, LLC has filed its 13F form on January 08, 2025 for Q3 2024 where it was disclosed a total value porftolio of $295 Million 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 $54.1M, Vanguard Dividend Appreciation with a value of $41.4M, Spdr Portfolio with a value of $35.4M, Vanguard Whitehall Fds (Vangua with a value of $32.3M, and Invesco Qqq Trust, Series 1 with a value of $15.3M.
Examining the 13F form we can see an decrease of $288B in the current position value, from $288B to 295M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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