Buck Wealth Strategies, LLC New Holdings 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
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
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
296K
New
$20.11 - $21.21 $5.96M - $6.28M
296K $6.26M
SPYG
Spdr Portfolio

ETFs
23.8K
New
$80.05 - $92.39 $1.91M - $2.2M
23.8K $1.91M
T
At&T Inc.

Communication Services
55.8K
New
$21.56 - $28.28 $1.2M - $1.58M
55.8K $1.58M
AEP
American Electric Power CO Inc

Utilities
13.3K
New
$90.32 - $109.27 $1.2M - $1.45M
13.3K $1.45M
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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
113K
New
$11.22 - $11.8 $1.27M - $1.33M
113K $1.27M
IJS
Ishares S&P Smallcap 600 Value

ETFs
12.2K
New
$96.3 - $112.23 $1.17M - $1.37M
12.2K $1.19M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.55K
New
$168.84 - $202.89 $1.11M - $1.33M
6.55K $1.15M
TROW
Price T Rowe Group Inc

Financial Services
12.1K
New
$91.57 - $116.93 $1.11M - $1.41M
12.1K $1.11M
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
VTV
Vanguard Value ETF

ETFs
4.51K
New
$167.73 - $179.21 $756K - $807K
4.51K $778K
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
IYC
Ishares U.S. Consumer Discreti

ETFs
6.65K
New
$85.71 - $101.2 $570K - $673K
6.65K $587K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.4K
New
$41.74 - $43.57 $518K - $540K
12.4K $522K
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
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.75K
New
$41.51 - $44.56 $363K - $390K
8.75K $367K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.92K
New
$38.92 - $41.1 $347K - $366K
8.92K $348K
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
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
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
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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