Buska Wealth Management, LLC Portfolio Holdings by Sector
Buska Wealth Management, LLC
- $366 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VIG SPYG VYM QQQ FLRN FLOT VGIT 43 stocks |
$337 Million
94.94% of portfolio
|
22
|
21
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$10.9 Million
3.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OXLC GOF PDI CLM EVF 5 stocks |
$1.78 Million
0.5% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
XEL WEC 2 stocks |
$614,869
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$582,036
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$573,247
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$560,681
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$543,053
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$484,978
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$391,638
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$345,508
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$337,852
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$333,188
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$299,980
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$225,397
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|