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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.9K
New
$58.41 - $72.69 $345K - $429K
5.9K $429K
IYC
Ishares U.S. Consumer Discreti

ETFs
3.52K
+ 52.92%
$79.19 - $99.64 $279K - $350K
10.2K $1.01M
AMGN
Amgen Inc

Healthcare
5.37K
+ 15.93%
$262.28 - $309.85 $1.41M - $1.66M
39.1K $10.9M
AWR
American States Water CO

Utilities
6.8K
+ 11.99%
$75.1 - $81.3 $510K - $553K
63.5K $4.87M
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
New
$243.75 - $303.93 $326K - $406K
1.34K $406K
IYF
Ishares Tr

ETFs
2.98K
+ 52.84%
$99.23 - $120.99 $296K - $361K
8.62K $1.04M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
9.06K
New
$36.71 - $42.81 $333K - $388K
9.06K $387K
GLD
Spdr Gold Trust

ETFs
1.09K
+ 35.33%
$273.71 - $316.29 $297K - $343K
4.16K $1.27M
GOOG
Alphabet Inc.

Communication Services
2.11K
New
$146.58 - $180.01 $309K - $379K
2.11K $373K
IDU
Ishares Tr U S Utils ETF

ETFs
3.35K
+ 48.47%
$93.98 - $106.11 $315K - $355K
10.3K $1.07M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
8.53K
New
$37.32 - $42.19 $318K - $360K
8.53K $359K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.73K
New
$43.86 - $51.74 $295K - $348K
6.73K $348K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.2K
New
$24.98 - $25.66 $329K - $338K
13.2K $337K
BNDX
Vanguard Total International B

ETFs
6.56K
+ 66.07%
$48.77 - $49.55 $320K - $325K
16.5K $816K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.77K
+ 77.34%
$39.23 - $45.02 $266K - $305K
15.5K $698K
OTTR
Otter Tail Corp

Utilities
6.74K
+ 11.35%
$74.62 - $81.76 $503K - $551K
66.1K $5.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.97K
New
$32.66 - $40.75 $260K - $325K
7.97K $322K
SECT
Sector 10, Inc.

ETFs
5.44K
New
$45.25 - $58.07 $246K - $316K
5.44K $315K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.94K
+ 67.18%
$77.74 - $78.78 $306K - $310K
9.79K $770K
AVGO
Broadcom Inc.

Technology
1.09K
New
$146.29 - $275.65 $159K - $300K
1.09K $300K
NFLX
Netflix Inc

Communication Services
31
+ 4.96%
$855.86 - $1339.13 $26.5K - $41.5K
656 $878K
QJUN
First Tr ETF
9.98K
New
$24.35 - $29.57 $243K - $295K
9.98K $295K
MMM
3 M CO

Industrials
1.9K
New
$126.09 - $154.15 $239K - $293K
1.9K $289K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.01K
+ 67.39%
$37.24 - $41.76 $224K - $251K
14.9K $623K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
5.09K
New
$46.04 - $53.67 $234K - $273K
5.09K $273K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.34K
New
$40.82 - $43.14 $259K - $273K
6.34K $273K
EXEL
Exelixis, Inc.

Healthcare
4.96K
+ 70.91%
$34.13 - $46.26 $169K - $230K
12K $527K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.92K
+ 30.51%
$39.59 - $44.69 $195K - $220K
21K $940K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
5.82K
New
$38.96 - $44.84 $227K - $261K
5.82K $261K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.1K
+ 41.09%
$39.94 - $44.64 $203K - $227K
17.5K $781K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.01K
+ 64.12%
$38.3 - $44.42 $192K - $222K
12.8K $569K
GS
Goldman Sachs Group Inc

Financial Services
348
New
$462.22 - $707.75 $161K - $246K
348 $246K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.25K
New
$39.93 - $46.67 $210K - $245K
5.25K $245K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.79K
New
$37.41 - $42.4 $216K - $245K
5.79K $245K
DELL
Dell Technologies Inc.

Technology
1.94K
New
$71.63 - $125.98 $139K - $245K
1.94K $238K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.09K
+ 71.21%
$36.35 - $41.07 $185K - $209K
12.2K $502K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.58K
New
$48.46 - $50.2 $222K - $230K
4.58K $227K
MCD
Mcdonalds Corp

Consumer Cyclical
777
New
$285.55 - $321.23 $222K - $250K
777 $227K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
5.8K
+ 75.27%
$33.92 - $37.71 $197K - $219K
13.5K $509K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.45K
New
$42.85 - $50.11 $190K - $223K
4.45K $222K
DMAR
First Tr Ex Tr Viii Cboe Vest
5.03K
+ 57.99%
$35.55 - $39.57 $179K - $199K
13.7K $541K
NUE
Nucor Corp

Basic Materials
1.66K
New
$103.22 - $131.43 $171K - $218K
1.66K $214K
AXP
American Express CO

Financial Services
649
New
$231.39 - $318.98 $150K - $207K
649 $207K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
17.3K
+ 5.83%
$19.78 - $21.29 $342K - $368K
313K $6.47M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
4.64K
+ 68.07%
$36.05 - $40.34 $167K - $187K
11.4K $461K
NOC
Northrop Grumman Corp

Industrials
404
New
$456.3 - $540.39 $184K - $218K
404 $201K
CSGS
Csg Systems International Inc

Technology
3.07K
New
$56.51 - $66.33 $173K - $203K
3.07K $200K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.19K
New
$91.43 - $91.74 $200K - $201K
2.19K $200K
F
Ford Motor CO

Consumer Cyclical
18.4K
New
$8.69 - $10.85 $160K - $199K
18.4K $199K
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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