Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $529 Million
  • Q1 2025

Buck Wealth Strategies, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Million distributed in 124 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 $45.6M, Ishares Core U.S. Aggregate Bo with a value of $40.7M, Pimco Active Bond Exchange Tra with a value of $29.1M, Vanguard Mid Cap ETF with a value of $17.7M, and Apple Inc. with a value of $14.8M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $481M to 529M.

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 $529 Million
ETFs: $261 Million
Technology: $48.5 Million
Consumer Defensive: $48 Million
Industrials: $34.8 Million
Healthcare: $30.8 Million
Utilities: $26.2 Million
Consumer Cyclical: $24.4 Million
Communication Services: $24 Million
Other: $30 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$345B
$310,000 0.06% of portfolio
1,481
Q1 2025 New
$440B
$241,000 0.05% of portfolio
255
Q1 2025 Reduced 4.85%
$0
$262,000 0.05% of portfolio
9,405
Q1 2025 New
$12.6B
$258,000 0.05% of portfolio
7,000
Q1 2025 Reduced 17.65%
$0
$275,000 0.05% of portfolio
3,621
Q1 2025 New
$0
$274,000 0.05% of portfolio
7,148
Q1 2025 New
$0
$286,000 0.05% of portfolio
7,703
Q1 2025 New
$0
$245,000 0.05% of portfolio
4,942
Q1 2025 Reduced 97.81%
$0
$258,000 0.05% of portfolio
6,809
Q1 2025 New
$53.6B
$233,000 0.04% of portfolio
1,128
Q1 2025 Reduced 23.16%
$102B
$220,000 0.04% of portfolio
327
Q1 2025 New
$59.1B
$209,000 0.04% of portfolio
7,334
Q1 2025 New
$0
$235,000 0.04% of portfolio
5,078
Q1 2025 New
$270B
$234,000 0.04% of portfolio
3,269
Q1 2025 New
$694B
$231,000 0.04% of portfolio
435
Q1 2025 Reduced 36.87%
$0
$227,000 0.04% of portfolio
2,971
Q1 2025 New
$266B
$218,000 0.04% of portfolio
1,379
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
Janus Detroit Str Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 New
$597M
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $529 Million
  • Prior Value $481 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 59 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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