Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $338 Million
  • Q2 2024

Buck Wealth Strategies, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $338 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15M, Ishares Trishares 0 3 Mnth Tre with a value of $12M, Ishares Core U.S. Aggregate Bo with a value of $11.5M, Apple Inc. with a value of $11.2M, and Janus Henderson Short Duration with a value of $11.1M.

Examining the 13F form we can see an increase of $47.2M in the current position value, from $291M to 338M.

Buck Wealth Strategies, LLC is based out at Denver, CO

Below you can find more details about Buck Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $338 Million
ETFs: $146 Million
Technology: $43.6 Million
Consumer Defensive: $33.3 Million
Industrials: $29.4 Million
Healthcare: $22.3 Million
Financial Services: $17.2 Million
Communication Services: $17.2 Million
Energy: $13.8 Million
Other: $15.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Million 4.45% of portfolio
27,490
Q2 2024 Added 2,545.81%
$0
$12 Million 3.55% of portfolio
119,405
Q2 2024 Reduced 58.69%
$0
$11.5 Million 3.39% of portfolio
118,226
Q2 2024 Added 1,236.64%
$3.55T
$11.2 Million 3.3% of portfolio
52,967
Q2 2024 Added 762.23%
$0
$11.1 Million 3.28% of portfolio
228,790
Q2 2024 Reduced 61.89%
$84B
$10 Million 2.96% of portfolio
46,890
Q2 2024 Added 7.77%
$1.75T
$9.86 Million 2.91% of portfolio
51,010
Q2 2024 New
$901B
$9.56 Million 2.82% of portfolio
52,458
Q2 2024 New
$2.99T
$9.46 Million 2.8% of portfolio
21,162
Q2 2024 Added 92.31%
$0
$9.34 Million 2.76% of portfolio
101,808
Q2 2024 Added 2,739.04%
$623B
$9.22 Million 2.73% of portfolio
45,589
Q2 2024 Added 1,365.41%
$0
$8.86 Million 2.62% of portfolio
178,342
Q2 2024 Reduced 61.64%
$173B
$8.3 Million 2.45% of portfolio
12,626
Q2 2024 Added 148.3%
$199B
$8.08 Million 2.39% of portfolio
170,121
Q2 2024 Added 5.65%
$308B
$7.66 Million 2.26% of portfolio
120,305
Q2 2024 Reduced 14.1%
$0
$7.64 Million 2.26% of portfolio
71,603
Q2 2024 New
$208B
$7.44 Million 2.2% of portfolio
109,885
Q2 2024 New
$299B
$7.41 Million 2.19% of portfolio
59,853
Q2 2024 Reduced 13.38%
$0
$7.34 Million 2.17% of portfolio
30,318
Q2 2024 New
$173B
$7.32 Million 2.16% of portfolio
177,603
Q2 2024 Reduced 13.84%
$0
$7.27 Million 2.15% of portfolio
68,057
Q2 2024 Added 1,108.61%
$171B
$7.17 Million 2.12% of portfolio
22,943
Q2 2024 New
$558B
$7.11 Million 2.1% of portfolio
13,965
Q2 2024 New
$14.9B
$6.99 Million 2.07% of portfolio
15,086
Q2 2024 New
$470B
$7 Million 2.07% of portfolio
60,816
Q2 2024 Added 2,940.8%
$416B
$6.89 Million 2.04% of portfolio
41,784
Q2 2024 New
$61.6B
$6.83 Million 2.02% of portfolio
48,363
Q2 2024 New
$457B
$6.81 Million 2.01% of portfolio
25,951
Q2 2024 New
$149B
$6.61 Million 1.95% of portfolio
14,151
Q2 2024 New
$40.9B
$6.56 Million 1.94% of portfolio
71,675
Q2 2024 New
$0
$6.52 Million 1.93% of portfolio
13,605
Q2 2024 New
$37.4B
$6.52 Million 1.93% of portfolio
130,653
Q2 2024 New
$79.6B
$6.07 Million 1.79% of portfolio
28,213
Q2 2024 Added 1,968.4%
$0
$5.97 Million 1.76% of portfolio
103,545
Q2 2024 New
$0
$5.79 Million 1.71% of portfolio
62,613
Q2 2024 New
$0
$5.07 Million 1.5% of portfolio
50,934
Q2 2024 Added 490.88%
$0
$4.98 Million 1.47% of portfolio
22,831
Q2 2024 New
$0
$4.73 Million 1.4% of portfolio
93,808
Q2 2024 New
$3.05B
$3.9 Million 1.15% of portfolio
63,832
Q2 2024 Reduced 21.22%
$7.75B
$3.22 Million 0.95% of portfolio
85,566
Q2 2024 New
$0
$2.74 Million 0.81% of portfolio
55,408
Q2 2024 New
$0
$2.67 Million 0.79% of portfolio
61,123
Q2 2024 New
$0
$1.77 Million 0.52% of portfolio
18,866
Q2 2024 New
$0
$1.19 Million 0.35% of portfolio
15,683
Q2 2024 New
$0
$781,000 0.23% of portfolio
13,547
Q2 2024 New
$174B
$661,000 0.2% of portfolio
1,985
Q2 2024 Reduced 93.18%
$96.3B
$672,000 0.2% of portfolio
8,666
Q2 2024 Reduced 91.21%
$18.9B
$692,000 0.2% of portfolio
3,791
Q2 2024 Reduced 88.18%
$42.1B
$685,000 0.2% of portfolio
5,846
Q2 2024 Reduced 88.88%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $338 Million
  • Prior Value $291 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 35 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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