Buck Wealth Strategies, LLC Purchases in Q2 2025

Buck Wealth Strategies, LLC

  • $631 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.1K
+ 14.89%
$498.8 - $620.9 $6.03M - $7.5M
93.3K $57.9M
MSFT
Microsoft Corp

Technology
3.38K
+ 10.88%
$354.56 - $497.45 $1.2M - $1.68M
34.4K $17.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
60.1K
+ 19.11%
$89.87 - $92.93 $5.4M - $5.59M
375K $34.5M
JPM
Jpmorgan Chase & CO

Financial Services
11.7K
+ 28.79%
$210.28 - $289.91 $2.45M - $3.38M
52.2K $15.1M
VO
Vanguard Mid Cap ETF

ETFs
11.3K
+ 16.54%
$228.54 - $279.83 $2.59M - $3.17M
79.9K $22.4M
VEA
Vanguard Ftse Developed Market

ETFs
47.7K
+ 21.52%
$45.65 - $57.01 $2.18M - $2.72M
269K $15.3M
AMZN
Amazon Com Inc

Consumer Cyclical
8.04K
+ 13.12%
$167.32 - $223.3 $1.34M - $1.79M
69.3K $15.2M
INTU
Intuit Inc

Technology
1.04K
+ 6.79%
$544.07 - $787.63 $567K - $821K
16.4K $12.9M
GOOGL
Alphabet Inc.

Communication Services
9.23K
+ 13.47%
$144.7 - $178.6 $1.33M - $1.65M
77.7K $13.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
15K
+ 22.74%
$82.96 - $110.1 $1.24M - $1.65M
80.8K $8.9M
VNLA
Janus Henderson Short Duration

ETFs
53.4K
+ 19.24%
$48.74 - $49.2 $2.6M - $2.63M
331K $16.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.9K
+ 5.82%
$96.84 - $99.46 $2.32M - $2.38M
435K $43.1M
CSCO
Cisco Systems, Inc.

Technology
15.5K
+ 8.75%
$53.19 - $69.38 $822K - $1.07M
192K $13.3M
MGA
Magna International Inc

Consumer Cyclical
30.5K
+ 11.93%
$30.82 - $38.61 $941K - $1.18M
286K $11.1M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 10.88%
$81.79 - $99.98 $936K - $1.14M
117K $11.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
17.9K
+ 20.0%
$100.04 - $100.54 $1.79M - $1.8M
107K $10.8M
LMT
Lockheed Martin Corp

Industrials
2.36K
+ 11.7%
$430.82 - $486.45 $1.02M - $1.15M
22.5K $10.4M
MRK
Merck & Co., Inc.

Healthcare
30.1K
+ 31.89%
$73.47 - $87.12 $2.21M - $2.62M
125K $9.86M
DGRO
Ishares Core Dividend Growth E

ETFs
17.5K
+ 15.15%
$55.22 - $63.94 $967K - $1.12M
133K $8.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
+ 44.39%
$416.06 - $551.64 $683K - $905K
5.34K $2.94M
V
Visa Inc.

Financial Services
2.96K
+ 10.83%
$308.27 - $373.31 $912K - $1.1M
30.3K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.58K
+ 50.49%
$496.48 - $617.85 $785K - $977K
4.72K $2.91M
GLDM
World Gold Trust

ETFs
9.33K
+ 7.15%
$58.96 - $67.97 $550K - $634K
140K $9.17M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
41.3K
+ 30.25%
$22.25 - $30.3 $919K - $1.25M
178K $4.87M
JNJ
Johnson & Johnson

Healthcare
6.96K
+ 332.27%
$146.36 - $159.82 $1.02M - $1.11M
9.06K $1.38M
CALM
Cal Maine Foods Inc

Consumer Defensive
5.42K
+ 10.17%
$90.17 - $103.07 $489K - $559K
58.7K $5.85M
EPD
Enterprise Products Partners L.P.

Energy
32.2K
New
$28.95 - $34.22 $933K - $1.1M
32.2K $999K
BMY
Bristol Myers Squibb CO

Healthcare
20.5K
New
$44.12 - $59.6 $905K - $1.22M
20.5K $949K
AVB
Avalonbay Communities Inc

Real Estate
4.62K
New
$187.23 - $215.61 $866K - $997K
4.62K $940K
AAPL
Apple Inc.

Technology
9.97K
+ 14.95%
$172.42 - $223.89 $1.72M - $2.23M
76.7K $15.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.1K
+ 7.25%
$50.36 - $50.68 $862K - $868K
253K $12.8M
KO
Coca Cola CO

Consumer Defensive
13.2K
+ 9.37%
$68.37 - $73.9 $904K - $977K
154K $10.9M
SRE
Sempra Energy

Utilities
7.18K
+ 12.36%
$63.78 - $78.91 $458K - $566K
65.2K $4.94M
WM
Waste Management Inc

Industrials
3.96K
+ 9.02%
$216.47 - $242.1 $856K - $958K
47.8K $10.9M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 58.24%
$329.49 - $438.4 $459K - $611K
3.79K $1.66M
HYG
Ishares Tr

ETFs
8.97K
+ 51.6%
$75.75 - $80.65 $679K - $723K
26.3K $2.12M
IEF
Ishares Barclays

ETFs
7.76K
+ 57.11%
$93.15 - $96.56 $722K - $749K
21.3K $2.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.35K
+ 17.62%
$100.35 - $100.71 $738K - $740K
49.1K $4.94M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.94K
+ 56.89%
$83.54 - $100.04 $580K - $694K
19.1K $1.9M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
62.1K
+ 55.08%
$10.78 - $11.28 $670K - $701K
175K $1.95M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.1K
+ 52.53%
$50.1 - $51.02 $658K - $670K
38.1K $1.95M
VZ
Verizon Communications Inc

Communication Services
25.3K
+ 10.66%
$41.67 - $45.62 $1.05M - $1.15M
263K $11.4M
NVDA
Nvidia Corp

Technology
2.59K
+ 73.45%
$94.31 - $157.99 $244K - $409K
6.11K $965K
IYW
Ishares Dj Us Tech ETF

ETFs
2.52K
+ 55.91%
$122.57 - $173.27 $308K - $436K
7.01K $1.22M
META
Meta Platforms, Inc.

Communication Services
503
+ 56.96%
$484.66 - $738.09 $244K - $371K
1.39K $1.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.57K
+ 5.08%
$107.93 - $110.97 $601K - $618K
115K $12.7M
PG
Procter & Gamble CO

Consumer Defensive
7.06K
+ 12.44%
$157.66 - $172.39 $1.11M - $1.22M
63.8K $10.2M
VTV
Vanguard Value ETF

ETFs
2.41K
+ 53.45%
$153.67 - $176.74 $370K - $426K
6.91K $1.22M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
13K
+ 55.78%
$24.53 - $29.78 $318K - $386K
36.2K $1.08M
Activity Summary
Buys All Purchases 140 New Holdings 36 Increased Positions 104 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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