Buck Wealth Strategies, LLC Portfolio Holdings by Sector

Buck Wealth Strategies, LLC

$703 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV AGG BOND VO VEA VNLA JPST TIP 65 stocks	$364,510 52.18% of portfolio	34	27	10	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN MRK JNJ BMY ABBV LLY 6 stocks	$24,866 3.56% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$21,301 3.05% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CSGS FTNT EEFT 4 stocks	$20,014 2.86% of portfolio	4	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$19,697 2.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE OTTR AVA 3 stocks	$17,039 2.44% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$16,772 2.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$16,151 2.31% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MGA 1 stocks	$13,515 1.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$12,991 1.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$12,834 1.84% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$12,438 1.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU UBER 2 stocks	$12,123 1.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT NOC 2 stocks	$11,896 1.7% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$10,931 1.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$10,817 1.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$10,730 1.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$10,526 1.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$10,305 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK AWR 2 stocks	$10,186 1.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$10,006 1.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$9,159 1.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive CALM 1 stocks	$5,598 0.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials WSC 1 stocks	$3,971 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2,196 0.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP DUK 2 stocks	$1,984 0.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC USB 2 stocks	$1,843 0.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1,773 0.25% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,729 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$1,697 0.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare EXEL JAZZ RXRX 3 stocks	$1,674 0.24% of portfolio	3	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1,608 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology HPQ DELL 2 stocks	$1,559 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC VTI 2 stocks	$1,479 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI TXRH MCD 3 stocks	$1,365 0.2% of portfolio	1	2	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,123 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD KMI 2 stocks	$1,061 0.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$907 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$898 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC 1 stocks	$897 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$786 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$713 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$691 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services GL 1 stocks	$664 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials EMN 1 stocks	$661 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$659 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$619 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$493 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$394 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$314 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$260 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$203 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Diversified Machinery \| Industrial Goods XONE 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

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.

Account

Buck Wealth Strategies, LLC Portfolio Holdings by Sector

Buck Wealth Strategies, LLC

Track Buck Wealth Strategies, LLC Portfolio

Portfolio Update

News