Buck Wealth Strategies, LLC Incresed Positions in Q3 2025

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
GLDM
World Gold Trust

ETFs
12.7K
+ 9.06%
$64.73 - $76.45 $821K - $969K
153K $11.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.7K
+ 4.52%
$97.75 - $100.75 $1.92M - $1.98M
455K $45.6M
DGRO
Ishares Core Dividend Growth E

ETFs
15.7K
+ 11.82%
$64.12 - $68.08 $1.01M - $1.07M
149K $10.1M
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
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
2.5K
+ 3.6%
$211.65 - $238.24 $528K - $595K
71.8K $15.8M
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 5.97%
$293.94 - $444.72 $35.6K - $53.8K
2.15K $955K
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 0.88%
$40.84 - $45.06 $93.9K - $104K
265K $11.6M
AMGN
Amgen Inc

Healthcare
387
+ 0.99%
$271.18 - $309.22 $105K - $120K
39.5K $11.1M
AVA
Avista Corp

Utilities
5.25K
+ 3.79%
$35.55 - $38.37 $187K - $201K
144K $5.44M
AWK
American Water Works Company, Inc.

Utilities
1.09K
+ 2.94%
$135.05 - $147.0 $147K - $160K
38.1K $5.31M
AVGO
Broadcom Inc.

Technology
264
+ 24.24%
$264.74 - $369.57 $69.9K - $97.6K
1.35K $446K
IEF
Ishares Barclays

ETFs
823
+ 3.86%
$93.91 - $97.26 $77.3K - $80K
22.2K $2.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 21.33%
$459.11 - $506.91 $63.4K - $70K
785 $394K
VB
Vanguard Small Cap ETF

ETFs
153
+ 8.97%
$237.58 - $259.17 $36.3K - $39.7K
1.86K $472K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
600
+ 4.68%
$44.4 - $46.72 $26.6K - $28K
13.4K $626K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
521
+ 23.82%
$91.44 - $91.77 $47.6K - $47.8K
2.71K $248K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50
+ 0.85%
$72.65 - $78.68 $3.63K - $3.93K
5.95K $466K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.67%
$303.93 - $329.86 $2.74K - $2.97K
1.35K $441K
SECT
Sector 10, Inc.

ETFs
9
+ 0.17%
$57.95 - $63.16 $522 - $568
5.45K $343K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153
+ 1.92%
$39.8 - $42.86 $6.09K - $6.56K
8.12K $347K
XLE
Energy Sector Spdr

ETFs
12
+ 0.25%
$84.25 - $91.99 $1.01K - $1.1K
4.85K $433K
AWR
American States Water CO

Utilities
3.03K
+ 4.76%
$71.48 - $77.99 $216K - $236K
66.5K $4.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
18
+ 0.33%
$67.48 - $71.55 $1.21K - $1.29K
5.5K $389K
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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