Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $319 Billion
  • Q1 2025

Buska Wealth Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 64 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 $53.9B, Vanguard Dividend Appreciation with a value of $45B, Spdr Portfolio with a value of $35.5B, Vanguard Whitehall Fds (Vangua with a value of $34.5B, and Invesco Qqq Trust, Series 1 with a value of $15.9B.

Examining the 13F form we can see an increase of $6.66B in the current position value, from $312B to 319B.

Buska Wealth Management, LLC is based out at Wausau, WI

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

Portfolio value $319 Billion
ETFs: $295 Billion
Consumer Defensive: $5.08 Billion
Financial Services: $1.64 Billion
Technology: $860 Million
Industrials: $818 Million
Healthcare: $782 Million
Utilities: $601 Million
Energy: $588 Million
Other: $382 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.9 Billion 16.89% of portfolio
95,923
Q1 2025 Added 2.42%
$0
$45 Billion 14.09% of portfolio
231,757
Q1 2025 Added 2.16%
$0
$35.5 Billion 11.12% of portfolio
441,402
Q1 2025 Added 3.62%
$0
$34.5 Billion 10.8% of portfolio
267,361
Q1 2025 Added 6.35%
$0
$15.9 Billion 4.98% of portfolio
33,887
Q1 2025 Added 8.33%
-
$10.9 Billion 3.42% of portfolio
-
Q1 2025 Reduced 2.68%
$0
$9.96 Billion 3.12% of portfolio
106,632
Q1 2025 Added 3.97%
$0
$9.36 Billion 2.93% of portfolio
58,268
Q1 2025 Reduced 6.52%
$0
$9.15 Billion 2.87% of portfolio
296,776
Q1 2025 Added 12.48%
$0
$9.11 Billion 2.85% of portfolio
132,997
Q1 2025 Added 1.53%
$0
$9.04 Billion 2.83% of portfolio
177,101
Q1 2025 Added 12.63%
$0
$8.02 Billion 2.51% of portfolio
134,945
Q1 2025 Added 16.64%
$0
$6.06 Billion 1.9% of portfolio
74,091
Q1 2025 Added 16.27%
$0
$5.93 Billion 1.86% of portfolio
75,204
Q1 2025 Added 16.55%
$0
$5.93 Billion 1.86% of portfolio
28,713
Q1 2025 Reduced 12.88%
$0
$5.27 Billion 1.65% of portfolio
83,693
Q1 2025 Added 16.22%
$0
$5.12 Billion 1.61% of portfolio
27,140
Q1 2025 Reduced 14.78%
$0
$4.78 Billion 1.5% of portfolio
108,318
Q1 2025 Reduced 1.0%
$0
$2.69 Billion 0.84% of portfolio
51,293
Q1 2025 Added 33.51%
$0
$2.23 Billion 0.7% of portfolio
32,046
Q1 2025 Added 135.51%
$0
$1.87 Billion 0.59% of portfolio
15,024
Q1 2025 Reduced 17.81%
$0
$1.47 Billion 0.46% of portfolio
19,995
Q1 2025 New
$0
$1.43 Billion 0.45% of portfolio
42,017
Q1 2025 Reduced 3.0%
$0
$1.43 Billion 0.45% of portfolio
37,854
Q1 2025 Reduced 5.5%
-
$1.35 Billion 0.42% of portfolio
-
Q1 2025 Reduced 7.51%
$0
$1.36 Billion 0.42% of portfolio
26,516
Q1 2025 Reduced 3.42%
$0
$1.19 Billion 0.37% of portfolio
17,476
Q1 2025 Reduced 6.14%
$0
$1.03 Billion 0.32% of portfolio
36,856
Q1 2025 Added 3.54%
Fidelity Covington Trust
-
$1 Billion 0.31% of portfolio
-
Q1 2025 Reduced 14.5%
$0
$837 Million 0.26% of portfolio
4,844
Q1 2025 Added 3.13%
$490B
$782 Million 0.25% of portfolio
1,494
Q1 2025 Added 1.56%
$0
$762 Million 0.24% of portfolio
12,664
Q1 2025 New
$0
$748 Million 0.23% of portfolio
8,055
Q1 2025 Added 3.55%
$0
$570 Million 0.18% of portfolio
1,110
Q1 2025 Reduced 0.36%
$95B
$561 Million 0.18% of portfolio
2,425
Q1 2025 Reduced 6.87%
$0
$557 Million 0.17% of portfolio
16,081
Q1 2025 Reduced 8.05%
$0
$484 Million 0.15% of portfolio
31,096
Q1 2025 Added 28.78%
$0
$439 Million 0.14% of portfolio
1,596
Q1 2025 Added 5.14%
$0
$462 Million 0.14% of portfolio
97,900
Q1 2025 New
$0
$461 Million 0.14% of portfolio
23,305
Q1 2025 Added 38.69%
$0
$383 Million 0.12% of portfolio
9,603
Q1 2025 Reduced 4.15%
$202B
$382 Million 0.12% of portfolio
13,500
Q1 2025 Added 0.81%
$496B
$382 Million 0.12% of portfolio
3,211
Q1 2025 Reduced 0.22%
$3.57T
$370 Million 0.12% of portfolio
1,664
Q1 2025 Reduced 0.95%
Innovator Etfs Trust
-
$397 Million 0.12% of portfolio
-
Q1 2025 New
$0
$375 Million 0.12% of portfolio
9,341
Q1 2025 Reduced 5.41%
$0
$345 Million 0.11% of portfolio
7,583
Q1 2025 Reduced 4.66%
$0
$367 Million 0.11% of portfolio
4,026
Q1 2025 Reduced 26.48%
$0
$348 Million 0.11% of portfolio
10,380
Q1 2025 Reduced 8.43%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $319 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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