Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $253 Billion
  • Q1 2024

Buska Wealth Management, LLC has filed its 13F form on July 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $253 Billion distributed in 55 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 $44.9B, Vanguard Dividend Appreciation with a value of $36.4B, Spdr Portfolio with a value of $30.4B, Vanguard Whitehall Fds (Vangua with a value of $22.1B, and Invesco Qqq Trust, Series 1 with a value of $14.1B.

Examining the 13F form we can see an increase of $253B in the current position value.

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 $253 Billion
ETFs: $228 Billion
Consumer Defensive: $5.28 Billion
Healthcare: $1.22 Billion
Technology: $1.16 Billion
Industrials: $563 Million
Utilities: $445 Million
Financial Services: $261 Million
Communication Services: $248 Million
Other: $431 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.9 Billion 17.78% of portfolio
82,061
Q1 2024 New
$0
$36.4 Billion 14.43% of portfolio
199,644
Q1 2024 New
$0
$30.4 Billion 12.05% of portfolio
379,743
Q1 2024 New
$0
$22.1 Billion 8.73% of portfolio
185,976
Q1 2024 New
$0
$14.1 Billion 5.56% of portfolio
29,331
Q1 2024 New
-
$11.2 Billion 4.43% of portfolio
-
Q1 2024 New
$0
$9.08 Billion 3.59% of portfolio
40,122
Q1 2024 New
$0
$8.06 Billion 3.19% of portfolio
88,454
Q1 2024 New
$0
$7.01 Billion 2.78% of portfolio
50,081
Q1 2024 New
$0
$6.67 Billion 2.64% of portfolio
102,014
Q1 2024 New
$0
$5.98 Billion 2.37% of portfolio
31,022
Q1 2024 New
$0
$5.57 Billion 2.2% of portfolio
148,901
Q1 2024 New
$0
$5.28 Billion 2.09% of portfolio
123,227
Q1 2024 New
$0
$5.12 Billion 2.03% of portfolio
90,716
Q1 2024 New
$0
$5.11 Billion 2.02% of portfolio
165,611
Q1 2024 New
$0
$4.97 Billion 1.97% of portfolio
97,337
Q1 2024 New
$0
$2.68 Billion 1.06% of portfolio
33,551
Q1 2024 New
$0
$2.62 Billion 1.04% of portfolio
33,912
Q1 2024 New
$0
$1.96 Billion 0.78% of portfolio
28,632
Q1 2024 New
$0
$1.98 Billion 0.78% of portfolio
41,814
Q1 2024 New
-
$1.88 Billion 0.74% of portfolio
-
Q1 2024 New
$0
$1.88 Billion 0.74% of portfolio
51,379
Q1 2024 New
Fidelity Covington Trust
-
$1.61 Billion 0.64% of portfolio
-
Q1 2024 New
$0
$1.51 Billion 0.6% of portfolio
45,371
Q1 2024 New
$0
$763 Million 0.3% of portfolio
1,525
Q1 2024 New
$0
$653 Million 0.26% of portfolio
19,413
Q1 2024 New
$466B
$634 Million 0.25% of portfolio
1,246
Q1 2024 New
$86B
$563 Million 0.22% of portfolio
2,641
Q1 2024 New
$0
$558 Million 0.22% of portfolio
14,709
Q1 2024 New
$0
$534 Million 0.21% of portfolio
12,362
Q1 2024 New
$0
$520 Million 0.21% of portfolio
13,395
Q1 2024 New
$0
$483 Million 0.19% of portfolio
11,566
Q1 2024 New
$0
$436 Million 0.17% of portfolio
13,404
Q1 2024 New
$0
$415 Million 0.16% of portfolio
5,337
Q1 2024 New
$4.56B
$377 Million 0.15% of portfolio
30,000
Q1 2024 New
$0
$374 Million 0.15% of portfolio
1,398
Q1 2024 New
$3.42T
$347 Million 0.14% of portfolio
777
Q1 2024 New
$0
$358 Million 0.14% of portfolio
1,140
Q1 2024 New
$3.54T
$354 Million 0.14% of portfolio
1,681
Q1 2024 New
$0
$316 Million 0.13% of portfolio
6,276
Q1 2024 New
$0
$285 Million 0.11% of portfolio
4,180
Q1 2024 New
$0
$288 Million 0.11% of portfolio
1,794
Q1 2024 New
$134B
$248 Million 0.1% of portfolio
12,976
Q1 2024 New
$0
$261 Million 0.1% of portfolio
41,090
Q1 2024 New
$0
$243 Million 0.1% of portfolio
4,196
Q1 2024 New
$306B
$251 Million 0.1% of portfolio
2,029
Q1 2024 New
$50.6B
$226 Million 0.09% of portfolio
13,958
Q1 2024 New
$0
$219 Million 0.09% of portfolio
5,241
Q1 2024 New
$0
$219 Million 0.09% of portfolio
2,363
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $253 Billion
  • Filing
  • Period Q1 2024
  • Filing Date July 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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