Buska Wealth Management, LLC Purchases in Q1 2025

Buska Wealth Management, LLC

  • $319 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16K
+ 6.35%
$126.11 - $135.06 $2.01M - $2.16M
267K $34.5B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
20K
New
$67.08 - $76.14 $1.34M - $1.52M
20K $1.47B
VGIT
Vanguard Intermediate Term Tre

ETFs
19.3K
+ 16.64%
$57.44 - $59.3 $1.11M - $1.14M
135K $8.02B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18.4K
+ 135.51%
$66.3 - $74.17 $1.22M - $1.37M
32K $2.23B
XLE
Energy Sector Spdr

ETFs
4.07K
+ 3.97%
$85.7 - $93.96 $349K - $382K
107K $9.96B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.9K
+ 12.63%
$50.87 - $51.09 $1.01M - $1.01M
177K $9.04B
FLRN
Spdr Bloomberg Investment Grad

ETFs
32.9K
+ 12.48%
$30.71 - $30.87 $1.01M - $1.02M
297K $9.15B
VCIT
Vanguard Intermediate Term Cor

ETFs
10.4K
+ 16.27%
$79.17 - $82.04 $821K - $851K
74.1K $6.06B
HYG
Ishares Tr

ETFs
10.7K
+ 16.55%
$78.51 - $80.11 $838K - $855K
75.2K $5.93B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
12.7K
New
$53.69 - $62.68 $680K - $794K
12.7K $762M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.9K
+ 33.51%
$51.52 - $52.35 $663K - $674K
51.3K $2.69B
VIG
Vanguard Dividend Appreciation

ETFs
4.91K
+ 2.16%
N/A
232K $45B
OXLC
Oxford Lane Capital Corp.

Financial Services
97.9K
New
$4.3 - $5.17 $421K - $506K
97.9K $462M
Innovator Etfs Trust
15.4K
New
N/A
15.4K $397M
TT
Trane Technologies PLC

Industrials
761
New
$332.0 - $400.86 $253K - $305K
761 $256M
CVX
Chevron Corp

Energy
1.23K
New
$146.71 - $167.97 $180K - $206K
1.23K $206M
PDI
Pimco Dynamic Income Fund

Financial Services
6.5K
+ 38.69%
$18.51 - $20.05 $120K - $130K
23.3K $461M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
6.95K
+ 28.78%
$15.0 - $15.91 $104K - $111K
31.1K $484M
T
At&T Inc.

Communication Services
109
+ 0.81%
$21.56 - $28.28 $2.35K - $3.08K
13.5K $382M
PCEF
Invesco Cef Income Composite E

ETFs
3.74K
+ 24.15%
$18.8 - $19.89 $70.3K - $74.4K
19.2K $363M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.26K
+ 3.54%
$27.01 - $28.54 $34K - $35.9K
36.9K $1.03B
VTV
Vanguard Value ETF

ETFs
147
+ 3.13%
$167.73 - $179.21 $24.7K - $26.3K
4.84K $837M
UNH
Unitedhealth Group Inc

Healthcare
23
+ 1.56%
$461.52 - $548.18 $10.6K - $12.6K
1.49K $782M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.24K
+ 46.45%
$7.39 - $9.09 $38.7K - $47.6K
16.5K $123M
XEL
Xcel Energy Inc

Utilities
33
+ 0.82%
$63.37 - $72.1 $2.09K - $2.38K
4.08K $289M
VTI
Vanguard Total Stock Market Et

ETFs
78
+ 5.14%
$271.18 - $303.12 $21.2K - $23.6K
1.6K $439M
IVW
Ishares S&P 500 Growth ETF

ETFs
276
+ 3.55%
$92.45 - $106.69 $25.5K - $29.4K
8.06K $748M
NVDA
Nvidia Corp

Technology
54
+ 2.67%
$106.98 - $149.43 $5.78K - $8.07K
2.08K $225M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.61K
+ 8.33%
$468.34 - $539.52 $1.22M - $1.41M
33.9K $15.9B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.01K
+ 1.53%
$67.43 - $75.54 $135K - $152K
133K $9.11B
IVV
Ishares Core S&P 500 ETF

ETFs
2.26K
+ 2.42%
$554.06 - $615.85 $1.25M - $1.39M
95.9K $53.9B
SPYG
Spdr Portfolio

ETFs
15.4K
+ 3.62%
$80.05 - $92.39 $1.23M - $1.42M
441K $35.5B
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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