Buck Wealth Strategies, LLC Purchases in Q3 2025

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
149K
New
$68.33 - $75.41 $10.2M - $11.3M
149K $11.2M
IVV
Ishares Core S&P 500 ETF

ETFs
9.28K
+ 9.95%
$620.67 - $670.08 $5.76M - $6.22M
103K $68.6M
SPYG
Spdr Portfolio

ETFs
80.3K
+ 340.01%
$94.33 - $105.31 $7.57M - $8.45M
104K $10.9M
AVIG
American Centy ETF Tr Avantis

ETFs
161K
New
$41.02 - $42.32 $6.59M - $6.8M
161K $6.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
61.6K
New
$72.57 - $74.72 $4.47M - $4.6M
61.6K $4.58M
BOND
Pimco Active Bond Exchange Tra

ETFs
39.2K
+ 10.47%
$90.83 - $93.81 $3.56M - $3.68M
414K $38.6M
AAPL
Apple Inc.

Technology
702
+ 0.92%
$202.38 - $256.87 $142K - $180K
77.4K $19.7M
VO
Vanguard Mid Cap ETF

ETFs
8.58K
+ 10.74%
$279.83 - $293.74 $2.4M - $2.52M
88.5K $26M
VEA
Vanguard Ftse Developed Market

ETFs
44.3K
+ 16.46%
$56.02 - $60.3 $2.48M - $2.67M
313K $18.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.03K
+ 75.52%
$546.99 - $602.2 $2.2M - $2.43M
9.37K $5.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.7K
+ 4.52%
$97.75 - $100.75 $1.92M - $1.98M
455K $45.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14.9K
New
$136.48 - $142.97 $2.03M - $2.13M
14.9K $2.09M
BWX
Spdr Bloomberg International T

ETFs
84.4K
New
$22.58 - $23.5 $1.91M - $1.98M
84.4K $1.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.6K
New
$87.29 - $93.61 $1.62M - $1.74M
18.6K $1.74M
EEM
Ishares Msci Emerging Markets

ETFs
32.4K
New
$48.07 - $53.4 $1.56M - $1.73M
32.4K $1.73M
DGRO
Ishares Core Dividend Growth E

ETFs
15.7K
+ 11.82%
$64.12 - $68.08 $1.01M - $1.07M
149K $10.1M
UNH
Unitedhealth Group Inc

Healthcare
2.09K
+ 7.76%
$237.77 - $353.61 $496K - $738K
29K $10M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
18.6K
New
$79.89 - $83.25 $1.49M - $1.55M
18.6K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
311
+ 0.6%
$282.78 - $316.06 $87.9K - $98.3K
52.5K $16.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.55K
+ 10.16%
$108.46 - $120.63 $711K - $790K
71K $8.44M
LMT
Lockheed Martin Corp

Industrials
827
+ 3.67%
$410.74 - $499.21 $340K - $413K
23.4K $11.7M
MSFT
Microsoft Corp

Technology
853
+ 2.48%
$491.09 - $535.64 $419K - $457K
35.3K $18.3M
SRE
Sempra Energy

Utilities
1.92K
+ 2.94%
$74.14 - $89.98 $142K - $173K
67.1K $6.04M
MRK
Merck & Co., Inc.

Healthcare
4.36K
+ 3.5%
$77.6 - $87.37 $338K - $381K
129K $10.8M
DIS
Walt Disney CO

Communication Services
8.21K
New
$112.25 - $124.0 $921K - $1.02M
8.21K $939K
REZ
Ishares Tr Residential And Mul

ETFs
9.98K
New
$81.06 - $85.23 $809K - $851K
9.98K $848K
WMT
Walmart Inc.

Consumer Defensive
1.69K
+ 1.45%
$94.4 - $104.27 $160K - $176K
118K $12.2M
NVDA
Nvidia Corp

Technology
3.27K
+ 53.56%
$153.3 - $186.58 $502K - $610K
9.38K $1.75M
GOOG
Alphabet Inc.

Communication Services
2.46K
+ 116.72%
$175.16 - $255.24 $430K - $627K
4.56K $1.11M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
5.14K
New
$105.93 - $131.8 $545K - $678K
5.14K $677K
GL
Globe Life Inc.

Financial Services
4.65K
New
$117.6 - $146.55 $547K - $682K
4.65K $664K
CAT
Caterpillar Inc

Industrials
990
+ 72.58%
$390.92 - $477.15 $387K - $472K
2.35K $1.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.3K
+ 4.47%
$50.47 - $50.74 $572K - $575K
265K $13.4M
FTNT
Fortinet, Inc.

Technology
6.7K
New
$74.39 - $107.65 $499K - $721K
6.7K $563K
AMZN
Amazon Com Inc

Consumer Cyclical
2.5K
+ 3.6%
$211.65 - $238.24 $528K - $595K
71.8K $15.8M
EEFT
Euronet Worldwide, Inc.

Technology
6.21K
New
$87.37 - $107.37 $542K - $667K
6.21K $545K
META
Meta Platforms, Inc.

Communication Services
720
+ 51.95%
$695.21 - $791.73 $501K - $570K
2.11K $1.55M
UBER
Uber Technologies, Inc

Technology
4.99K
+ 129.14%
$86.91 - $99.57 $433K - $496K
8.85K $866K
DELL
Dell Technologies Inc.

Technology
3.18K
+ 163.8%
$120.96 - $141.77 $385K - $451K
5.12K $726K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.82K
New
$158.24 - $191.13 $446K - $539K
2.82K $468K
OTTR
Otter Tail Corp

Utilities
1.66K
+ 2.51%
$75.29 - $85.97 $125K - $143K
67.8K $5.56M
F
Ford Motor CO

Consumer Cyclical
36.3K
+ 197.59%
$10.82 - $12.09 $392K - $439K
54.6K $653K
GS
Goldman Sachs Group Inc

Financial Services
520
+ 149.43%
$696.56 - $806.32 $362K - $419K
868 $691K
CSGS
Csg Systems International Inc

Technology
6.6K
+ 215.33%
$60.77 - $67.01 $401K - $442K
9.67K $622K
NUE
Nucor Corp

Basic Materials
2.92K
+ 176.03%
$133.3 - $150.33 $389K - $438K
4.57K $619K
EXEL
Exelixis, Inc.

Healthcare
10.4K
+ 86.84%
$36.22 - $46.25 $376K - $480K
22.4K $923K
MELI
Mercadolibre Inc

Consumer Cyclical
169
New
$2292.04 - $2514.05 $387K - $425K
169 $394K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.9K
New
$22.64 - $23.22 $315K - $323K
13.9K $321K
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 5.97%
$293.94 - $444.72 $35.6K - $53.8K
2.15K $955K
Activity Summary
Buys All Purchases 91 New Holdings 24 Increased Positions 67 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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