Buck Wealth Strategies, LLC Purchases in Q4 2024

Buck Wealth Strategies, LLC

  • $481 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
17.6K
+ 67.83%
$570.51 - $610.59 $10.1M - $10.8M
43.7K $25.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
122K
+ 122.24%
$87.1 - $98.49 $10.7M - $12.1M
223K $19.4M
VO
Vanguard Mid Cap ETF

ETFs
23.2K
+ 80.12%
$261.5 - $284.63 $6.08M - $6.61M
52.2K $13.8M
IEF
Ishares Barclays

ETFs
67.1K
+ 363.28%
$92.08 - $98.18 $6.18M - $6.59M
85.6K $7.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67.1K
+ 60.72%
$96.64 - $101.23 $6.49M - $6.8M
178K $17.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
51.5K
+ 75.2%
$113.92 - $127.38 $5.86M - $6.56M
120K $13.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
53.5K
+ 52.03%
$100.16 - $100.7 $5.36M - $5.39M
156K $15.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
47.9K
+ 79.99%
$94.43 - $105.47 $4.52M - $5.05M
108K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.8K
+ 68.34%
$481.22 - $538.17 $4.23M - $4.74M
21.7K $11.1M
VNLA
Janus Henderson Short Duration

ETFs
97.9K
+ 50.83%
$48.82 - $49.11 $4.78M - $4.81M
291K $14.2M
SRE
Sempra Energy

Utilities
51K
New
$80.81 - $94.77 $4.12M - $4.84M
51K $4.48M
AVA
Avista Corp

Utilities
115K
New
$35.46 - $39.23 $4.09M - $4.52M
115K $4.22M
AMZN
Amazon Com Inc

Consumer Cyclical
12.1K
+ 26.71%
$180.88 - $232.93 $2.2M - $2.83M
57.6K $12.6M
VB
Vanguard Small Cap ETF

ETFs
16.9K
+ 77.96%
$233.76 - $261.58 $3.96M - $4.43M
38.6K $9.28M
GOOGL
Alphabet Inc.

Communication Services
15.8K
+ 33.44%
$161.86 - $196.66 $2.55M - $3.1M
62.9K $11.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
138K
+ 58.4%
$29.77 - $30.19 $4.11M - $4.17M
374K $11.2M
AAPL
Apple Inc.

Technology
12.7K
+ 26.85%
$221.69 - $259.02 $2.81M - $3.28M
59.9K $15M
OTTR
Otter Tail Corp

Utilities
53.9K
New
$73.59 - $85.52 $3.97M - $4.61M
53.9K $3.98M
AWR
American States Water CO

Utilities
50.9K
New
$77.72 - $87.27 $3.96M - $4.44M
50.9K $3.96M
AWK
American Water Works Company, Inc.

Utilities
31.1K
New
$123.83 - $146.07 $3.85M - $4.54M
31.1K $3.87M
PULS
Pgim ETF Tr

ETFs
77.7K
+ 52.48%
$49.51 - $49.79 $3.85M - $3.87M
226K $11.2M
GLD
Spdr Gold Trust

ETFs
15.5K
+ 58.98%
$236.59 - $257.5 $3.67M - $3.99M
41.8K $10.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
36.9K
+ 57.93%
$106.33 - $110.69 $3.92M - $4.08M
101K $10.7M
DGRO
Ishares Core Dividend Growth E

ETFs
53.6K
+ 54.37%
$60.73 - $64.94 $3.25M - $3.48M
152K $9.33M
V
Visa Inc.

Financial Services
6.85K
+ 29.53%
$273.87 - $320.91 $1.88M - $2.2M
30.1K $9.5M
MSFT
Microsoft Corp

Technology
7.51K
+ 39.37%
$406.35 - $454.46 $3.05M - $3.41M
26.6K $11.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
55.5K
+ 415.05%
$55.1 - $61.74 $3.06M - $3.43M
68.9K $3.81M
MRK
Merck & Co., Inc.

Healthcare
36.7K
+ 69.57%
$96.31 - $114.76 $3.54M - $4.21M
89.5K $8.9M
KR
Kroger CO

Consumer Defensive
36.5K
+ 31.33%
$55.21 - $63.3 $2.02M - $2.31M
153K $9.36M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
24.4K
+ 51.9%
$100.24 - $101.35 $2.45M - $2.48M
71.5K $7.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
48.7K
+ 55.65%
$50.37 - $50.6 $2.45M - $2.46M
136K $6.86M
CSCO
Cisco Systems, Inc.

Technology
23.9K
+ 16.17%
$52.45 - $60.02 $1.26M - $1.44M
172K $10.2M
PG
Procter & Gamble CO

Consumer Defensive
13.8K
+ 37.0%
$161.05 - $179.7 $2.22M - $2.47M
50.9K $8.54M
INTU
Intuit Inc

Technology
3.04K
+ 27.59%
$602.01 - $706.25 $1.83M - $2.14M
14K $8.82M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.91K
+ 5.36%
$75.41 - $112.24 $220K - $327K
57.3K $5.9M
WMT
Walmart Inc.

Consumer Defensive
9.55K
+ 9.96%
$79.1 - $95.7 $755K - $914K
105K $9.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.2K
+ 77.2%
$44.04 - $49.49 $1.99M - $2.24M
104K $4.57M
VEA
Vanguard Ftse Developed Market

ETFs
41.1K
+ 77.35%
$47.57 - $52.44 $1.95M - $2.15M
94.1K $4.5M
WSO
Watsco Inc

Industrials
3.97K
+ 29.48%
$466.57 - $568.78 $1.85M - $2.26M
17.5K $8.27M
KO
Coca Cola CO

Consumer Defensive
39.4K
+ 38.0%
$61.74 - $71.71 $2.43M - $2.83M
143K $8.91M
MCHP
Microchip Technology Inc

Technology
51.4K
+ 78.19%
$55.51 - $79.05 $2.86M - $4.07M
117K $6.72M
VZ
Verizon Communications Inc

Communication Services
53.4K
+ 33.29%
$39.6 - $45.21 $2.11M - $2.41M
214K $8.55M
JPM
Jpmorgan Chase & CO

Financial Services
667
+ 1.64%
$205.18 - $250.29 $137K - $167K
41.3K $9.9M
UNH
Unitedhealth Group Inc

Healthcare
3.57K
+ 29.33%
$485.52 - $625.25 $1.73M - $2.23M
15.7K $7.97M
AMGN
Amgen Inc

Healthcare
7.67K
+ 37.71%
$258.78 - $328.31 $1.98M - $2.52M
28K $7.3M
LMT
Lockheed Martin Corp

Industrials
4.01K
+ 32.57%
$479.66 - $614.62 $1.93M - $2.47M
16.3K $7.94M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
30.5K
+ 39.62%
$32.93 - $39.8 $1M - $1.21M
107K $3.59M
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
New
$385.02 - $431.37 $497K - $556K
1.29K $501K
WM
Waste Management Inc

Industrials
3.5K
+ 8.57%
$201.79 - $228.46 $706K - $800K
44.3K $8.95M
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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