Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $317 Million
  • Q3 2024

Buck Wealth Strategies, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $317 Million distributed in 68 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 $15M, Ishares Core U.S. Aggregate Bo with a value of $11.2M, Apple Inc. with a value of $11M, Ishares Trishares 0 3 Mnth Tre with a value of $10.4M, and Ishares Barclays 20+ Year Trea with a value of $9.82M.

Examining the 13F form we can see an decrease of $21M in the current position value, from $338M to 317M.

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 $317 Million
ETFs: $142 Million
Technology: $39.2 Million
Consumer Defensive: $33.1 Million
Industrials: $27 Million
Healthcare: $20.2 Million
Financial Services: $15.8 Million
Communication Services: $15.3 Million
Energy: $12.1 Million
Other: $12.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.24B
$4.07 Million 1.28% of portfolio
54,410
Q3 2024 Reduced 14.76%
$7.76B
$2.89 Million 0.91% of portfolio
76,857
Q3 2024 Reduced 10.18%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $317 Million
  • Prior Value $338 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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