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.