Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $481 Million
  • Q4 2024

Buck Wealth Strategies, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $481 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.7M, Ishares Barclays 20+ Year Trea with a value of $19.4M, Ishares Core U.S. Aggregate Bo with a value of $17.2M, Ishares Trishares 0 3 Mnth Tre with a value of $15.7M, and Apple Inc. with a value of $15M.

Examining the 13F form we can see an increase of $164M in the current position value, from $317M to 481M.

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.

Portfolio value $481 Million
ETFs: $245 Million
Technology: $52.7 Million
Consumer Defensive: $43.1 Million
Industrials: $31.8 Million
Healthcare: $24.8 Million
Utilities: $22.8 Million
Financial Services: $21.4 Million
Communication Services: $21.1 Million
Other: $18.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.7 Million 5.34% of portfolio
43,651
Q4 2024 Added 67.83%
$0
$19.4 Million 4.04% of portfolio
222,540
Q4 2024 Added 122.24%
$0
$17.2 Million 3.58% of portfolio
177,669
Q4 2024 Added 60.72%
$0
$15.7 Million 3.26% of portfolio
156,306
Q4 2024 Added 52.03%
$0
$14.2 Million 2.95% of portfolio
290,531
Q4 2024 Added 50.83%
$0
$13.8 Million 2.87% of portfolio
52,238
Q4 2024 Added 80.12%
$0
$13.8 Million 2.87% of portfolio
119,910
Q4 2024 Added 75.2%
$0
$11.2 Million 2.32% of portfolio
374,470
Q4 2024 Added 58.4%
$0
$11.2 Million 2.32% of portfolio
225,767
Q4 2024 Added 52.48%
$0
$11.1 Million 2.3% of portfolio
21,675
Q4 2024 Added 68.34%
$0
$10.9 Million 2.27% of portfolio
107,768
Q4 2024 Added 79.99%
$0
$10.7 Million 2.23% of portfolio
100,532
Q4 2024 Added 57.93%
$87.7B
$10.1 Million 2.1% of portfolio
41,809
Q4 2024 Added 58.98%
$0
$9.33 Million 1.94% of portfolio
152,044
Q4 2024 Added 54.37%
$0
$9.28 Million 1.93% of portfolio
38,627
Q4 2024 Added 77.96%
$0
$7.91 Million 1.64% of portfolio
85,572
Q4 2024 Added 363.28%
$0
$6.86 Million 1.42% of portfolio
136,105
Q4 2024 Added 55.65%
$0
$5.92 Million 1.23% of portfolio
79,157
Q4 2024 Added 411.85%
$0
$4.57 Million 0.95% of portfolio
103,761
Q4 2024 Added 77.2%
$0
$4.5 Million 0.94% of portfolio
94,130
Q4 2024 Added 77.35%
$0
$3.81 Million 0.79% of portfolio
68,908
Q4 2024 Added 415.05%
$0
$516,000 0.11% of portfolio
882
Q4 2024 Added 92.16%
$0
$308,000 0.06% of portfolio
2,825
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $481 Million
  • Prior Value $317 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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