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
IYC
Ishares U.S. Consumer Discreti

ETFs
6.65K
New
$85.71 - $101.2 $570K - $673K
6.65K $587K
DOW
Dow Inc.

Basic Materials
18.9K
+ 130.14%
$34.36 - $41.92 $649K - $792K
33.4K $1.17M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.34K
+ 102.76%
$69.82 - $78.67 $582K - $656K
16.4K $1.16M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.4K
New
$41.74 - $43.57 $518K - $540K
12.4K $522K
AWR
American States Water CO

Utilities
5.8K
+ 11.4%
$70.84 - $80.98 $411K - $470K
56.7K $4.46M
BNDX
Vanguard Total International B

ETFs
9.93K
New
$48.33 - $49.5 $480K - $492K
9.93K $484K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.86K
New
$76.94 - $78.28 $451K - $458K
5.86K $458K
MSFT
Microsoft Corp

Technology
4.47K
+ 16.79%
$375.39 - $447.2 $1.68M - $2M
31.1K $11.7M
UPS
United Parcel Service Inc

Industrials
4.68K
+ 87.48%
$109.66 - $136.26 $513K - $638K
10K $1.1M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.75K
New
$41.51 - $44.56 $363K - $390K
8.75K $367K
JNJ
Johnson & Johnson

Healthcare
2.1K
New
$142.06 - $167.7 $298K - $351K
2.1K $347K
XLE
Energy Sector Spdr

ETFs
3.52K
New
$85.7 - $93.96 $302K - $331K
3.52K $329K
DMAR
First Tr Ex Tr Viii Cboe Vest
8.67K
New
$36.82 - $39.1 $319K - $339K
8.67K $326K
MO
Altria Group, Inc.

Consumer Defensive
5.32K
New
$50.81 - $60.02 $270K - $319K
5.32K $319K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.81K
New
$40.44 - $43.17 $316K - $337K
7.81K $319K
ABBV
Abb Vie Inc.

Healthcare
1.48K
New
$169.2 - $216.66 $251K - $321K
1.48K $310K
PSA
Public Storage

Real Estate
1.01K
+ 41.65%
$288.99 - $313.98 $290K - $316K
3.42K $1.02M
META
Meta Platforms, Inc.

Communication Services
519
+ 142.58%
$576.36 - $736.67 $299K - $382K
883 $508K
USB
Us Bancorp \De\

Financial Services
8.68K
+ 63.19%
$40.92 - $50.9 $355K - $442K
22.4K $946K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
7.7K
New
$36.57 - $37.91 $282K - $292K
7.7K $286K
XLP
Consumer Staples Sector Spdr

ETFs
3.62K
New
N/A
3.62K $275K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
7.15K
New
$38.06 - $40.36 $272K - $288K
7.15K $274K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.41K
New
$27.01 - $28.54 $254K - $268K
9.41K $262K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
6.81K
New
$37.69 - $39.76 $257K - $271K
6.81K $258K
CAT
Caterpillar Inc

Industrials
973
+ 45.81%
$326.75 - $407.63 $318K - $397K
3.1K $1.02M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.08K
New
$44.68 - $46.49 $227K - $236K
5.08K $235K
WFC
Wells Fargo & Company

Financial Services
3.27K
New
$66.78 - $81.42 $218K - $266K
3.27K $234K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.3K
New
$66.9 - $71.57 $221K - $236K
3.3K $232K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.97K
New
$73.78 - $76.59 $219K - $228K
2.97K $227K
MCK
Mckesson Corp

Healthcare
327
New
$566.21 - $672.99 $185K - $220K
327 $220K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
New
$117.15 - $158.79 $162K - $219K
1.38K $218K
KMI
Kinder Morgan, Inc.

Energy
7.33K
New
$26.1 - $31.22 $191K - $229K
7.33K $209K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
29.3K
+ 27.28%
$27.8 - $39.18 $814K - $1.15M
137K $3.8M
NFLX
Netflix Inc

Communication Services
124
+ 24.75%
$828.4 - $1058.6 $103K - $131K
625 $582K
XOM
Exxon Mobil Corp

Energy
813
+ 29.91%
$105.44 - $118.93 $85.7K - $96.7K
3.53K $419K
HD
Home Depot, Inc.

Consumer Cyclical
416
+ 32.25%
$347.25 - $424.87 $144K - $177K
1.71K $625K
PKG
Packaging Corp Of America

Consumer Cyclical
1.06K
+ 27.87%
$192.03 - $242.13 $204K - $258K
4.88K $966K
IBM
International Business Machines Corp

Technology
26
+ 1.53%
$217.4 - $264.74 $5.65K - $6.88K
1.73K $429K
First Tr Exchng Traded Fd Vi
12.6K
New
N/A
12.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
233K
New
N/A
233K $0
DAUG
First Tr ETF Viii Cboe Vest Us
5.44K
New
N/A
5.44K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
4.54K
New
N/A
4.54K $0
First Tr Exchng Traded Fd Vi
10.3K
New
N/A
10.3K $0
Janus Detroit Str Tr
162K
New
N/A
162K $0
NVDA
Nvidia Corp

Technology
248
+ 7.57%
$106.98 - $149.43 $26.5K - $37.1K
3.52K $381K
AAPL
Apple Inc.

Technology
6.81K
+ 11.38%
$209.68 - $247.1 $1.43M - $1.68M
66.7K $14.8M
SRE
Sempra Energy

Utilities
7.01K
+ 13.74%
$67.85 - $87.67 $476K - $615K
58.1K $4.14M
MRK
Merck & Co., Inc.

Healthcare
4.99K
+ 5.57%
$83.01 - $101.02 $414K - $504K
94.5K $8.48M
AMZN
Amazon Com Inc

Consumer Cyclical
3.62K
+ 6.29%
$190.26 - $242.06 $689K - $877K
61.2K $11.7M
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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