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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.47K
+ 68.29%
$45.2 - $46.6 $157K - $162K
8.55K $396K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.94K
+ 65.4%
$75.05 - $77.34 $146K - $150K
4.91K $380K
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 6.35%
$221.86 - $362.89 $26.8K - $43.9K
2.03K $643K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.18K
+ 66.07%
$66.5 - $71.25 $145K - $155K
5.48K $380K
USB
Us Bancorp \De\

Financial Services
1.14K
+ 5.1%
$36.4 - $45.76 $41.6K - $52.3K
23.6K $1.07M
XLP
Consumer Staples Sector Spdr

ETFs
1.51K
+ 41.67%
N/A
5.13K $390K
AWK
American Water Works Company, Inc.

Utilities
2.88K
+ 8.42%
$133.82 - $151.96 $385K - $437K
37.1K $5.15M
HD
Home Depot, Inc.

Consumer Cyclical
273
+ 16.0%
$335.24 - $380.78 $91.5K - $104K
1.98K $725K
ABBV
Abb Vie Inc.

Healthcare
728
+ 49.16%
$170.16 - $206.27 $124K - $150K
2.21K $410K
IBM
International Business Machines Corp

Technology
66
+ 3.82%
$221.03 - $294.78 $14.6K - $19.5K
1.79K $528K
WFC
Wells Fargo & Company

Financial Services
701
+ 21.44%
$60.98 - $80.12 $42.7K - $56.2K
3.97K $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
212
+ 48.74%
$483.48 - $539.8 $102K - $114K
647 $314K
XLE
Energy Sector Spdr

ETFs
1.32K
+ 37.37%
$76.44 - $94.13 $101K - $124K
4.84K $410K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.57K
+ 37.91%
$24.32 - $27.87 $86.7K - $99.4K
13K $343K
KMI
Kinder Morgan, Inc.

Energy
2.46K
+ 33.54%
$25.21 - $29.4 $62K - $72.3K
9.79K $287K
MO
Altria Group, Inc.

Consumer Defensive
1.38K
+ 25.91%
$55.56 - $60.91 $76.6K - $83.9K
6.7K $392K
EMN
Eastman Chemical CO

Basic Materials
2.78K
+ 27.04%
$72.7 - $88.29 $202K - $245K
13.1K $975K
PM
Philip Morris International Inc.

Consumer Defensive
133
+ 9.64%
$149.23 - $184.95 $19.8K - $24.6K
1.51K $275K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
419
+ 15.36%
$107.61 - $119.09 $45.1K - $49.9K
3.15K $373K
GPC
Genuine Parts CO

Consumer Cyclical
280
+ 3.54%
$105.54 - $129.09 $29.6K - $36.1K
8.18K $992K
HPQ
Hp Inc

Technology
5.76K
+ 17.69%
$21.88 - $29.32 $126K - $169K
38.3K $937K
PKG
Packaging Corp Of America

Consumer Cyclical
431
+ 8.83%
$175.97 - $201.36 $75.8K - $86.8K
5.31K $1M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.35%
$908.13 - $1056.85 $5.45K - $6.34K
261 $258K
PULS
Pgim ETF Tr

ETFs
28
+ 0.57%
$49.39 - $49.76 $1.38K - $1.39K
4.97K $247K
ALL
Allstate Corp

Financial Services
35
+ 3.1%
$180.53 - $212.64 $6.32K - $7.44K
1.16K $234K
First Tr Exchng Traded Fd Vi
8.4K
New
N/A
8.4K $0
First Tr Exchng Traded Fd Vi
6.4K
New
N/A
6.4K $0
First Tr Exchng Traded Fd Vi
9.79K
New
N/A
9.79K $0
DAUG
First Tr ETF Viii Cboe Vest Us
4.11K
+ 75.64%
N/A
9.55K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
53.6K
+ 23.03%
N/A
287K $0
Celestica Inc
1.89K
New
N/A
1.89K $0
First Tr Exchng Traded Fd Vi
1.65K
+ 16.04%
N/A
11.9K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.31K
+ 94.87%
N/A
8.85K $0
Janus Detroit Str Tr
1.44K
+ 0.89%
N/A
164K $0
First Tr Exchng Traded Fd Vi
4.7K
+ 37.18%
N/A
17.3K $0
XOM
Exxon Mobil Corp

Energy
42
+ 1.19%
$99.93 - $119.04 $4.2K - $5K
3.57K $385K
AVA
Avista Corp

Utilities
12.1K
+ 9.55%
$36.94 - $42.43 $446K - $513K
139K $5.26M
WSO
Watsco Inc

Industrials
2.31K
+ 12.06%
$421.84 - $520.66 $974K - $1.2M
21.4K $9.47M
UNH
Unitedhealth Group Inc

Healthcare
8.31K
+ 44.7%
$274.35 - $599.47 $2.28M - $4.98M
26.9K $8.39M
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
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email