Buska Wealth Management, LLC Portfolio Holdings by Sector
Buska Wealth Management, LLC
- $295 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV VIG SPYG VYM QQQ XAR FIDU XLE 39 stocks |
$284,083
96.46% of portfolio
|
  21  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$4,824
1.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
GOF PDI EVF CLM OXLC 5 stocks |
$1,148
0.39% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$831
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$540
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC XEL 2 stocks |
$539
0.18% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$430
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$391
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$377
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$316
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$306
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$294
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$245
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$195
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|