Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $288 Billion
  • Q2 2024

Buska Wealth Management, LLC has filed its 13F form on October 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $288 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 $51.1B, Vanguard Dividend Appreciation with a value of $42.7B, Spdr Portfolio with a value of $33.4B, Vanguard Whitehall Fds (Vangua with a value of $28.4B, and Invesco Qqq Trust, Series 1 with a value of $14.7B.

Examining the 13F form we can see an increase of $35.5B in the current position value, from $253B to 288B.

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 $288 Billion
ETFs: $263 Billion
Consumer Defensive: $5.69 Billion
Healthcare: $1.19 Billion
Financial Services: $833 Million
Technology: $655 Million
Utilities: $627 Million
Industrials: $540 Million
Energy: $377 Million
Other: $286 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$289 Million 0.1% of portfolio
5,705
Q2 2024 Reduced 9.1%
$3.11T
$263 Million 0.09% of portfolio
611
Q2 2024 Reduced 21.36%
$0
$226 Million 0.08% of portfolio
3,828
Q2 2024 Reduced 8.77%
$0
$240 Million 0.08% of portfolio
12,164
Q2 2024 New
$0
$220 Million 0.08% of portfolio
35,535
Q2 2024 Reduced 13.52%
$0
$213 Million 0.07% of portfolio
10,514
Q2 2024 New
$0
$209 Million 0.07% of portfolio
4,999
Q2 2024 Reduced 4.62%
$0
$78.7 Million 0.03% of portfolio
10,241
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $288 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q2 2024
  • Filing Date October 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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