Buck Wealth Strategies, LLC Purchases in Q1 2025

Buck Wealth Strategies, LLC

  • $529 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
314K
New
$89.27 - $92.9 $28.1M - $29.2M
314K $29.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
233K
+ 131.3%
$95.85 - $99.25 $22.4M - $23.2M
411K $40.7M
IVV
Ishares Core S&P 500 ETF

ETFs
37.5K
+ 86.0%
$554.06 - $615.85 $20.8M - $23.1M
81.2K $45.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
89.3K
New
$100.32 - $100.76 $8.95M - $8.99M
89.3K $8.98M
MGA
Magna International Inc

Consumer Cyclical
256K
New
$33.99 - $41.85 $8.7M - $10.7M
256K $8.7M
GLDM
World Gold Trust

ETFs
131K
New
$52.19 - $61.89 $6.82M - $8.08M
131K $8.08M
VEA
Vanguard Ftse Developed Market

ETFs
127K
+ 135.24%
$47.4 - $52.99 $6.03M - $6.75M
221K $11.3M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
296K
New
$20.11 - $21.21 $5.96M - $6.28M
296K $6.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100K
+ 73.5%
$50.39 - $50.66 $5.04M - $5.07M
236K $12M
VO
Vanguard Mid Cap ETF

ETFs
16.3K
+ 31.22%
$251.87 - $277.95 $4.11M - $4.53M
68.5K $17.7M
VZ
Verizon Communications Inc

Communication Services
23.7K
+ 11.08%
$37.81 - $46.49 $896K - $1.1M
237K $10.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.1K
+ 38.62%
$42.5 - $46.71 $1.7M - $1.87M
144K $6.51M
SPYG
Spdr Portfolio

ETFs
23.8K
New
$80.05 - $92.39 $1.91M - $2.2M
23.8K $1.91M
UNH
Unitedhealth Group Inc

Healthcare
2.84K
+ 18.02%
$461.52 - $548.18 $1.31M - $1.56M
18.6K $9.73M
KR
Kroger CO

Consumer Defensive
9.46K
+ 6.18%
$58.36 - $67.72 $552K - $640K
162K $11M
T
At&T Inc.

Communication Services
55.8K
New
$21.56 - $28.28 $1.2M - $1.58M
55.8K $1.58M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.08K
+ 9.04%
$106.22 - $111.09 $965K - $1.01M
110K $12.2M
WSO
Watsco Inc

Industrials
1.69K
+ 9.66%
$463.86 - $530.75 $782K - $895K
19.1K $9.73M
AEP
American Electric Power CO Inc

Utilities
13.3K
New
$90.32 - $109.27 $1.2M - $1.45M
13.3K $1.45M
CVX
Chevron Corp

Energy
8.19K
+ 392.95%
$146.71 - $167.97 $1.2M - $1.38M
10.3K $1.72M
HYG
Ishares Tr

ETFs
17.4K
New
$78.51 - $80.11 $1.36M - $1.39M
17.4K $1.37M
KMB
Kimberly Clark Corp

Consumer Defensive
9.08K
New
$124.46 - $147.4 $1.13M - $1.34M
9.08K $1.29M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
25K
New
$50.87 - $51.09 $1.27M - $1.28M
25K $1.28M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
113K
New
$11.22 - $11.8 $1.27M - $1.33M
113K $1.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 255.22%
$551.42 - $612.93 $1.24M - $1.38M
3.13K $1.75M
IJS
Ishares S&P Smallcap 600 Value

ETFs
12.2K
New
$96.3 - $112.23 $1.17M - $1.37M
12.2K $1.19M
AWK
American Water Works Company, Inc.

Utilities
3.12K
+ 10.04%
$121.01 - $149.31 $377K - $466K
34.2K $5.04M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.55K
New
$168.84 - $202.89 $1.11M - $1.33M
6.55K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
5.8K
+ 11.39%
$158.56 - $176.26 $920K - $1.02M
56.7K $9.67M
TROW
Price T Rowe Group Inc

Financial Services
12.1K
New
$91.57 - $116.93 $1.11M - $1.41M
12.1K $1.11M
AVA
Avista Corp

Utilities
11.3K
+ 9.81%
$35.2 - $41.87 $398K - $474K
127K $5.3M
LMT
Lockheed Martin Corp

Industrials
3.83K
+ 23.45%
$423.19 - $506.29 $1.62M - $1.94M
20.2K $9.01M
TGT
Target Corp

Consumer Defensive
10.2K
New
$103.65 - $142.5 $1.05M - $1.45M
10.2K $1.06M
DUK
Duke Energy Corp

Utilities
8.64K
New
$105.87 - $121.97 $915K - $1.05M
8.64K $1.05M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.94K
New
$180.02 - $208.56 $889K - $1.03M
4.94K $1.03M
MDT
Medtronic PLC

Healthcare
10.7K
New
$79.84 - $94.5 $850K - $1.01M
10.7K $957K
GPC
Genuine Parts CO

Consumer Cyclical
7.9K
New
$115.91 - $129.02 $916K - $1.02M
7.9K $941K
EMN
Eastman Chemical CO

Basic Materials
10.3K
New
$87.05 - $103.47 $895K - $1.06M
10.3K $905K
HPQ
Hp Inc

Technology
32.6K
New
$27.69 - $34.72 $902K - $1.13M
32.6K $901K
VUG
Vanguard Growth ETF

ETFs
2.39K
New
$369.1 - $427.61 $883K - $1.02M
2.39K $887K
OTTR
Otter Tail Corp

Utilities
5.46K
+ 10.13%
$72.43 - $83.38 $396K - $455K
59.4K $4.77M
VTV
Vanguard Value ETF

ETFs
4.51K
New
$167.73 - $179.21 $756K - $807K
4.51K $778K
CSCO
Cisco Systems, Inc.

Technology
4.61K
+ 2.68%
$58.74 - $64.87 $271K - $299K
177K $10.9M
IDU
Ishares Tr U S Utils ETF

ETFs
6.91K
New
$95.33 - $102.77 $659K - $710K
6.91K $700K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
16.1K
New
$41.55 - $43.98 $670K - $709K
16.1K $676K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
23.3K
New
$26.51 - $28.57 $617K - $665K
23.3K $637K
IYF
Ishares Tr

ETFs
5.64K
New
$107.69 - $119.37 $607K - $673K
5.64K $636K
IYW
Ishares Dj Us Tech ETF

ETFs
4.5K
New
$140.44 - $166.79 $632K - $750K
4.5K $631K
INTU
Intuit Inc

Technology
1.32K
+ 9.4%
$555.63 - $630.23 $733K - $832K
15.4K $9.43M
Activity Summary
Buys All Purchases 101 New Holdings 59 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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