Buska Wealth Management, LLC Incresed Positions in Q4 2024

Buska Wealth Management, LLC

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.5K
+ 6.24%
$570.51 - $610.59 $3.14M - $3.36M
93.7K $55.1B
SPYG
Spdr Portfolio

ETFs
25.2K
+ 6.28%
$81.74 - $91.38 $2.06M - $2.3M
426K $37.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
31K
+ 14.09%
$126.68 - $134.74 $3.93M - $4.18M
251K $32.1B
VIG
Vanguard Dividend Appreciation

ETFs
12.4K
+ 5.8%
N/A
227K $44.4B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
35.4K
+ 29.03%
$50.73 - $51.08 $1.79M - $1.81M
157K $8B
FLRN
Spdr Bloomberg Investment Grad

ETFs
57.8K
+ 28.06%
$30.67 - $30.84 $1.77M - $1.78M
264K $8.11B
VGIT
Vanguard Intermediate Term Tre

ETFs
32.5K
+ 39.0%
$57.78 - $60.4 $1.88M - $1.96M
116K $6.71B
XAR
Spdr S&P Aerospace & Defense E

ETFs
6.07K
+ 10.79%
$153.8 - $176.52 $933K - $1.07M
62.3K $10.3B
HYG
Ishares Tr

ETFs
18.1K
+ 38.86%
$78.09 - $80.04 $1.41M - $1.45M
64.5K $5.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.25K
+ 4.15%
$481.22 - $538.17 $600K - $671K
31.3K $16B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.3K
+ 138.29%
$51.54 - $52.55 $1.15M - $1.17M
38.4K $1.99B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
14.3K
+ 12.26%
$70.31 - $77.39 $1.01M - $1.11M
131K $9.21B
XLE
Energy Sector Spdr

ETFs
8.85K
+ 9.44%
$83.32 - $97.27 $737K - $860K
103K $8.79B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.6K
+ 25.81%
$94.43 - $105.47 $151K - $168K
7.78K $790M
PDI
Pimco Dynamic Income Fund

Financial Services
6.29K
+ 59.82%
$18.33 - $20.85 $115K - $131K
16.8K $308M
VTV
Vanguard Value ETF

ETFs
533
+ 12.8%
$168.32 - $181.87 $89.7K - $96.9K
4.7K $795M
VTI
Vanguard Total Stock Market Et

ETFs
177
+ 13.2%
$280.04 - $302.45 $49.6K - $53.5K
1.52K $440M
PCEF
Invesco Cef Income Composite E

ETFs
3.33K
+ 27.37%
$19.05 - $19.86 $63.4K - $66.1K
15.5K $297M
EVF
Eaton Vance Senior Income Trust

Financial Services
9.21K
+ 25.93%
$6.14 - $6.3 $56.6K - $58K
44.7K $275M
UNOV
Earth Science Tech, Inc.

ETFs
510
+ 1.19%
$33.84 - $35.03 $17.3K - $17.9K
43.3K $1.5B
MSFT
Microsoft Corp

Technology
124
+ 20.29%
$406.35 - $454.46 $50.4K - $56.4K
735 $310M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.72K
+ 18.21%
$15.05 - $16.03 $56K - $59.6K
24.1K $368M
T
At&T Inc.

Communication Services
412
+ 3.17%
$21.22 - $23.88 $8.74K - $9.84K
13.4K $305M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.04K
+ 10.15%
$7.67 - $9.21 $7.97K - $9.57K
11.3K $96.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24K
+ 206.58%
$26.93 - $84.95 $646K - $2.04M
35.6K $973M
UNH
Unitedhealth Group Inc

Healthcare
156
+ 11.86%
$485.52 - $625.25 $75.7K - $97.5K
1.47K $744M
XOM
Exxon Mobil Corp

Energy
2
+ 0.06%
$105.51 - $125.37 $211 - $251
3.22K $346M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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