Buck Wealth Strategies, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $291 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $29.1M, Janus Henderson Short Duration with a value of $29.1M, Pgim ETF Tr with a value of $23.1M, Caterpillar Inc with a value of $10.7M, and Waste Management Inc with a value of $9.27M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $270M to 291M.
Buck Wealth Strategies, LLC is based out at Denver, CO
Below you can find more details about Buck Wealth Strategies, LLC portfolio as well as his latest detailed transactions.