Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $312 Billion
  • Q4 2024

Buska Wealth Management, LLC has filed its 13F form on March 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $312 Billion distributed in 58 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 $55.1B, Vanguard Dividend Appreciation with a value of $44.4B, Spdr Portfolio with a value of $37.4B, Vanguard Whitehall Fds (Vangua with a value of $32.1B, and Invesco Qqq Trust, Series 1 with a value of $16B.

Examining the 13F form we can see an increase of $25.7B in the current position value, from $287B to 312B.

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 $312 Billion
ETFs: $289 Billion
Consumer Defensive: $5.18 Billion
Financial Services: $1.05 Billion
Technology: $1 Billion
Healthcare: $744 Million
Utilities: $543 Million
Industrials: $525 Million
Energy: $346 Million
Other: $305 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$11.4 Billion 3.65% of portfolio
-
Q4 2024 Reduced 1.95%
$0
$4.91 Billion 1.57% of portfolio
109,407
Q4 2024 Reduced 9.9%
-
$1.5 Billion 0.48% of portfolio
-
Q4 2024 Reduced 21.06%
$445B
$744 Million 0.24% of portfolio
1,471
Q4 2024 Added 11.86%
$94.6B
$525 Million 0.17% of portfolio
2,604
Q1 2024 Added 1.61%
$3.79T
$421 Million 0.13% of portfolio
1,680
Q1 2024 Added 8.39%
$0
$368 Million 0.12% of portfolio
24,147
Q4 2024 Added 18.21%
$439B
$346 Million 0.11% of portfolio
3,218
Q4 2024 Added 0.06%
$187B
$305 Million 0.1% of portfolio
13,391
Q4 2024 Added 3.17%
$2.99T
$310 Million 0.1% of portfolio
735
Q4 2024 Added 20.29%
$0
$308 Million 0.1% of portfolio
16,804
Q4 2024 Added 59.82%
$33B
$270 Million 0.09% of portfolio
2,868
Q4 2024 Reduced 19.82%
$292B
$272 Million 0.09% of portfolio
2,023
Q4 2024 New
$303B
$266 Million 0.09% of portfolio
4,267
Q4 2024 Reduced 0.72%
$37.6B
$273 Million 0.09% of portfolio
4,046
Q4 2024 Reduced 6.49%
$0
$275 Million 0.09% of portfolio
44,748
Q4 2024 Added 25.93%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $312 Billion
  • Prior Value $287 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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