Buck Wealth Strategies, LLC Reduced Holdings in Q3 2024

Buck Wealth Strategies, LLC

  • $317 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-5.31K
- 10.13%
$148.65 - $191.18 $790K - $1.02M
47.1K $7.82M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.6K
- 13.9%
$100.3 - $100.74 $1.66M - $1.67M
103K $10.4M
VNLA
Janus Henderson Short Duration

ETFs
-36.2K
- 15.81%
$48.34 - $49.08 $1.75M - $1.78M
193K $9.45M
WM
Waste Management Inc

Industrials
-6.05K
- 12.9%
$196.96 - $223.45 $1.19M - $1.35M
40.8K $8.48M
PULS
Pgim ETF Tr

ETFs
-30.3K
- 16.98%
$49.47 - $49.8 $1.5M - $1.51M
148K $7.37M
INTU
Intuit Inc

Technology
-1.63K
- 12.87%
$602.97 - $670.49 $980K - $1.09M
11K $6.83M
MRK
Merck & Co., Inc.

Healthcare
-7.08K
- 11.83%
$111.15 - $128.97 $787K - $913K
52.8K $5.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.54K
- 10.87%
$161.02 - $200.0 $893K - $1.11M
45.5K $8.47M
MCHP
Microchip Technology Inc

Technology
-5.88K
- 8.2%
$72.0 - $95.98 $423K - $564K
65.8K $5.28M
MSFT
Microsoft Corp

Technology
-2.07K
- 9.8%
$395.15 - $467.56 $820K - $970K
19.1K $8.21M
JPM
Jpmorgan Chase & CO

Financial Services
-4.97K
- 10.9%
$194.9 - $224.8 $969K - $1.12M
40.6K $8.56M
XOM
Exxon Mobil Corp

Energy
-6.37K
- 10.47%
$109.72 - $119.0 $698K - $758K
54.5K $6.38M
AMGN
Amgen Inc

Healthcare
-2.61K
- 11.36%
$309.38 - $337.38 $806K - $879K
20.3K $6.55M
PG
Procter & Gamble CO

Consumer Defensive
-4.61K
- 11.03%
$160.76 - $177.82 $741K - $819K
37.2K $6.44M
V
Visa Inc.

Financial Services
-2.75K
- 10.6%
$253.74 - $291.56 $698K - $802K
23.2K $6.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-17.9K
- 7.04%
$29.58 - $30.31 $529K - $542K
236K $7.16M
WSO
Watsco Inc

Industrials
-1.61K
- 10.67%
$448.73 - $519.89 $722K - $837K
13.5K $6.63M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-8.71K
- 10.18%
$33.49 - $43.24 $292K - $377K
76.9K $2.89M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.36K
- 6.78%
$50.25 - $50.74 $320K - $323K
87.4K $4.44M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.86K
- 7.57%
$98.99 - $101.51 $382K - $391K
47.1K $4.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.68K
- 6.5%
$96.25 - $101.98 $739K - $784K
111K $11.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.4K
- 6.47%
$105.92 - $110.83 $466K - $488K
63.7K $7.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-729
- 5.36%
$434.77 - $502.96 $317K - $367K
12.9K $6.28M
PRU
Prudential Financial Inc

Financial Services
-2.02K
- 34.62%
$105.53 - $127.32 $214K - $258K
3.82K $462K
ETN
Eaton Corp PLC

Industrials
-766
- 35.53%
$272.52 - $333.02 $209K - $255K
1.39K $460K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.19K
- 33.76%
$92.56 - $99.46 $203K - $218K
4.3K $412K
UPS
United Parcel Service Inc

Industrials
-1.5K
- 33.47%
$123.32 - $147.38 $184K - $220K
2.97K $405K
KO
Coca Cola CO

Consumer Defensive
-16.6K
- 13.8%
$62.69 - $73.01 $1.04M - $1.21M
104K $7.45M
CSCO
Cisco Systems, Inc.

Technology
-22.1K
- 12.96%
$44.74 - $53.22 $987K - $1.17M
148K $7.88M
DOW
Dow Inc.

Basic Materials
-3.9K
- 33.62%
$50.15 - $55.41 $195K - $216K
7.69K $420K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.4K
- 36.93%
$176.32 - $215.7 $247K - $302K
2.39K $515K
KHC
Kraft Heinz CO

Consumer Defensive
-6.39K
- 34.65%
$31.86 - $36.13 $204K - $231K
12.1K $422K
SO
Southern CO

Utilities
-3.04K
- 35.1%
$77.0 - $90.52 $234K - $275K
5.62K $507K
CAT
Caterpillar Inc

Industrials
-713
- 35.92%
$316.8 - $391.12 $226K - $279K
1.27K $497K
AAPL
Apple Inc.

Technology
-5.77K
- 10.89%
$207.23 - $234.82 $1.2M - $1.35M
47.2K $11M
PAYX
Paychex Inc

Industrials
-1.76K
- 34.53%
$116.17 - $135.19 $205K - $238K
3.35K $448K
USB
Us Bancorp \De\

Financial Services
-4.77K
- 36.83%
$39.04 - $47.23 $186K - $225K
8.18K $374K
ED
Consolidated Edison Inc

Utilities
-2.31K
- 31.85%
$88.42 - $104.97 $204K - $242K
4.94K $514K
LNT
Alliant Energy Corp

Utilities
-4.15K
- 34.04%
$50.74 - $60.74 $210K - $252K
8.03K $487K
MCD
Mcdonalds Corp

Consumer Cyclical
-824
- 34.51%
$245.82 - $304.51 $203K - $251K
1.56K $476K
VZ
Verizon Communications Inc

Communication Services
-17.2K
- 9.71%
$38.89 - $45.0 $670K - $776K
160K $7.2M
PSA
Public Storage

Real Estate
-777
- 35.46%
$283.13 - $365.01 $220K - $284K
1.41K $514K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.74K
- 4.37%
$84.77 - $97.13 $232K - $266K
59.9K $5.73M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.48K
- 5.39%
$520.18 - $576.82 $770K - $854K
26K $15M
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 10.35%
$517.38 - $573.86 $27.4K - $30.4K
459 $263K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-553
- 6.34%
N/A
8.17K $0
UNH
Unitedhealth Group Inc

Healthcare
-1.79K
- 12.81%
$488.01 - $604.18 $873K - $1.08M
12.2K $7.12M
NFLX
Netflix Inc

Communication Services
-6
- 1.32%
$598.55 - $722.26 $3.59K - $4.33K
449 $318K
VGLT
Vanguard Long Term Treasury Et

ETFs
-168
- 1.24%
$56.52 - $63.23 $9.5K - $10.6K
13.4K $823K
Activity Summary
Buys All Purchases 2 New Holdings 1 Increased Positions 1 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email