Buck Wealth Strategies, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$550.3B
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 81,193 | $45.6B | 8.29% | |
| 2 | AGGISHARES TR | 410,943 | $40.7B | 7.39% | |
| 3 | BONDPIMCO ETF TR | 314,485 | $29.1B | 5.28% | |
| 4 | VOVANGUARD INDEX FDS | 68,548 | $17.7B | 3.22% | |
| 5 | AAPLAPPLE INC | 66,685 | $14.8B | 2.69% | |
| 6 | VNLAJANUS DETROIT STR TR | 277,514 | $13.6B | 2.48% | |
| 7 | TIPISHARES TR | 109,616 | $12.2B | 2.21% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 236,137 | $12.0B | 2.17% | |
| 9 | MSFTMICROSOFT CORP | 31,068 | $11.7B | 2.12% | |
| 10 | AMZNAMAZON COM INC | 61,233 | $11.7B | 2.12% | |
| 11 | XONEBONDBLOXX ETF TRUST | 232,919 | $11.6B | 2.10% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 221,430 | $11.3B | 2.05% | |
| 13 | KRKROGER CO | 162,477 | $11.0B | 2.00% | |
| 14 | CSCOCISCO SYS INC | 176,624 | $10.9B | 1.98% | |
| 15 | BACVERIZON COMMUNICATIONS INC | 237,443 | $10.8B | 1.96% | |
| 16 | GOOGLALPHABET INC | 68,486 | $10.6B | 1.92% | |
| 17 | AMGNAMGEN INC | 33,718 | $10.5B | 1.91% | |
| 18 | WMWASTE MGMT INC DEL | 43,869 | $10.2B | 1.85% | |
| 19 | KOCOCA COLA CO | 141,205 | $10.1B | 1.84% | |
| 20 | JPMJPMORGAN CHASE & CO. | 40,542 | $9.9B | 1.81% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 18,584 | $9.7B | 1.77% | |
| 22 | WSOWATSCO INC | 19,136 | $9.7B | 1.77% | |
| 23 | PGPROCTER AND GAMBLE CO | 56,735 | $9.7B | 1.76% | |
| 24 | VVISA INC | 27,342 | $9.6B | 1.74% | |
| 25 | INTUINTUIT | 15,356 | $9.4B | 1.71% | |
| 26 | WMTWALMART INC | 105,220 | $9.2B | 1.68% | |
| 27 | LMTLOCKHEED MARTIN CORP | 20,171 | $9.0B | 1.64% | |
| 28 | MINTPIMCO ETF TR | 89,250 | $9.0B | 1.63% | |
| 29 | MGAMAGNA INTL INC | 255,869 | $8.7B | 1.58% | |
| 30 | JSIJANUS DETROIT STR TR | 162,365 | $8.5B | 1.54% | |
| 31 | MRKMERCK & CO INC | 94,473 | $8.5B | 1.54% | |
| 32 | GLDMWORLD GOLD TR | 130,633 | $8.1B | 1.47% | |
| 33 | IJRISHARES TR | 73,044 | $7.6B | 1.39% | |
| 34 | DGROISHARES TR | 115,634 | $7.1B | 1.30% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 143,830 | $6.5B | 1.18% | |
| 36 | AGGHSIMPLIFY EXCHANGE TRADED FUN | 296,163 | $6.3B | 1.14% | |
| 37 | IVWISHARES TR | 65,828 | $6.1B | 1.11% | |
| 38 | AVAAVISTA CORP | 126,618 | $5.3B | 0.96% | |
| 39 | AWCAMERICAN WTR WKS CO INC NEW | 34,178 | $5.0B | 0.92% | |
| 40 | CALMCAL MAINE FOODS INC | 53,309 | $4.8B | 0.88% | |
| 41 | OTTROTTER TAIL CORP | 59,390 | $4.8B | 0.87% | |
| 42 | AWRAMER STATES WTR CO | 56,702 | $4.5B | 0.81% | |
| 43 | SGOVISHARES TR | 41,703 | $4.2B | 0.76% | |
| 44 | SRESEMPRA | 58,051 | $4.1B | 0.75% | |
| 45 | WSCWILLSCOT HLDGS CORP | 136,579 | $3.8B | 0.69% | |
| 46 | SPYGSPDR SER TR | 23,824 | $1.9B | 0.35% | |
| 47 | SPYSPDR S&P 500 ETF TR | 3,133 | $1.8B | 0.32% | |
| 48 | NDQINVESCO QQQ TR | 3,697 | $1.7B | 0.32% | |
| 49 | CVXCHEVRON CORP NEW | 10,278 | $1.7B | 0.31% | |
| 50 | TAT&T INC | 55,759 | $1.6B | 0.29% | |
| 51 | AEPAMERICAN ELEC PWR CO INC | 13,284 | $1.5B | 0.26% | |
| 52 | HYGISHARES TR | 17,378 | $1.4B | 0.25% | |
| 53 | IEFISHARES TR | 13,579 | $1.3B | 0.24% | |
| 54 | KMBKIMBERLY-CLARK CORP | 9,082 | $1.3B | 0.23% | |
| 55 | FLOTISHARES TR | 25,001 | $1.3B | 0.23% | |
| 56 | PGXINVESCO EXCH TRADED FD TR II | 112,804 | $1.3B | 0.23% | |
| 57 | IJSISHARES TR | 12,194 | $1.2B | 0.22% | |
| 58 | DOWDOW INC | 33,400 | $1.2B | 0.21% | |
| 59 | LYBLYONDELLBASELL INDUSTRIES N | 16,446 | $1.2B | 0.21% | |
| 60 | PNCPNC FINL SVCS GROUP INC | 6,545 | $1.2B | 0.21% | |
| 61 | TROWPRICE T ROWE GROUP INC | 12,099 | $1.1B | 0.20% | |
| 62 | UPSUNITED PARCEL SERVICE INC | 10,034 | $1.1B | 0.20% | |
| 63 | DYHTARGET CORP | 10,178 | $1.1B | 0.19% | |
| 64 | DUKDUKE ENERGY CORP NEW | 8,638 | $1.1B | 0.19% | |
| 65 | DRIDARDEN RESTAURANTS INC | 4,941 | $1.0B | 0.19% | |
| 66 | PSAPUBLIC STORAGE OPER CO | 3,418 | $1.0B | 0.19% | |
| 67 | CATCATERPILLAR INC | 3,097 | $1.0B | 0.19% | |
| 68 | PKGPACKAGING CORP AMER | 4,882 | $966.7M | 0.18% | |
| 69 | MDTMEDTRONIC PLC | 10,650 | $957.0M | 0.17% | |
| 70 | USBUS BANCORP DEL | 22,417 | $946.5M | 0.17% | |
| 71 | GPCGENUINE PARTS CO | 7,903 | $941.5M | 0.17% | |
| 72 | EMNEASTMAN CHEM CO | 10,281 | $905.9M | 0.16% | |
| 73 | 7HPHP INC | 32,573 | $901.9M | 0.16% | |
| 74 | VUGVANGUARD INDEX FDS | 2,392 | $887.0M | 0.16% | |
| 75 | GQ9SPDR GOLD TR | 3,071 | $885.0M | 0.16% | |
| 76 | VTVVANGUARD INDEX FDS | 4,505 | $778.2M | 0.14% | |
| 77 | IDUISHARES TR | 6,908 | $700.6M | 0.13% | |
| 78 | TLTISHARES TR | 7,583 | $690.3M | 0.13% | |
| 79 | DNOVFIRST TR EXCHNG TRADED FD VI | 16,127 | $676.0M | 0.12% | |
| 80 | IYZISHARES TR | 23,259 | $637.1M | 0.12% | |
| 81 | IYFISHARES TR | 5,640 | $636.5M | 0.12% | |
| 82 | IYWISHARES TR | 4,498 | $631.7M | 0.11% | |
| 83 | HDHOME DEPOT INC | 1,706 | $625.0M | 0.11% | |
| 84 | IYCISHARES TR | 6,646 | $587.0M | 0.11% | |
| 85 | NFLXNETFLIX INC | 625 | $582.8M | 0.11% | |
| 86 | DFEBFIRST TR EXCHNG TRADED FD VI | 12,401 | $522.7M | 0.09% | |
| 87 | VBVANGUARD INDEX FDS | 2,328 | $516.3M | 0.09% | |
| 88 | METAMETA PLATFORMS INC | 883 | $508.7M | 0.09% | |
| 89 | TSLATESLA INC | 1,906 | $494.0M | 0.09% | |
| 90 | BNDXVANGUARD CHARLOTTE FDS | 9,932 | $484.9M | 0.09% | |
| 91 | BSVVANGUARD BD INDEX FDS | 5,857 | $458.5M | 0.08% | |
| 92 | IBMINTERNATIONAL BUSINESS MACHS | 1,728 | $429.6M | 0.08% | |
| 93 | XOMEXXON MOBIL CORP | 3,531 | $419.9M | 0.08% | |
| 94 | OCTMFIRST TR EXCHNG TRADED FD VI | 12,640 | $383.7M | 0.07% | |
| 95 | NVDANVIDIA CORPORATION | 3,522 | $381.7M | 0.07% | |
| 96 | DJUNFIRST TR EXCHNG TRADED FD VI | 8,754 | $367.5M | 0.07% | |
| 97 | DDECFIRST TR EXCHNG TRADED FD VI | 8,915 | $348.9M | 0.06% | |
| 98 | JNJJOHNSON & JOHNSON | 2,095 | $347.5M | 0.06% | |
| 99 | XLESELECT SECTOR SPDR TR | 3,522 | $329.2M | 0.06% | |
| 100 | DMARFIRST TR EXCHNG TRADED FD VI | 8,666 | $326.5M | 0.06% |
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