Buck Wealth Strategies, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$550.3M

Holdings

124

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (124 positions)

StockValue
IVVISHARES TR
$45.6M
AGGISHARES TR
$40.7M
BONDPIMCO ETF TR
$29.1M
VOVANGUARD INDEX FDS
$17.7M
AAPLAPPLE INC
$14.8M
VNLAJANUS DETROIT STR TR
$13.6M
TIPISHARES TR
$12.2M
JPSTJ P MORGAN EXCHANGE TRADED F
$12.0M
MSFTMICROSOFT CORP
$11.7M
AMZNAMAZON COM INC
$11.7M
XONEBONDBLOXX ETF TRUST
$11.6M
VEAVANGUARD TAX-MANAGED FDS
$11.3M
KRKROGER CO
$11.0M
CSCOCISCO SYS INC
$10.9M
BACVERIZON COMMUNICATIONS INC
$10.8M
GOOGLALPHABET INC
$10.6M
AMGNAMGEN INC
$10.5M
WMWASTE MGMT INC DEL
$10.2M
KOCOCA COLA CO
$10.1M
JPMJPMORGAN CHASE & CO.
$9.9M
UNHUNITEDHEALTH GROUP INC
$9.7M
WSOWATSCO INC
$9.7M
PGPROCTER AND GAMBLE CO
$9.7M
VVISA INC
$9.6M
INTUINTUIT
$9.4M
WMTWALMART INC
$9.2M
LMTLOCKHEED MARTIN CORP
$9.0M
MINTPIMCO ETF TR
$9.0M
MGAMAGNA INTL INC
$8.7M
JSIJANUS DETROIT STR TR
$8.5M
MRKMERCK & CO INC
$8.5M
GLDMWORLD GOLD TR
$8.1M
IJRISHARES TR
$7.6M
DGROISHARES TR
$7.1M
VWOVANGUARD INTL EQUITY INDEX F
$6.5M
AGGHSIMPLIFY EXCHANGE TRADED FUN
$6.3M
IVWISHARES TR
$6.1M
AVAAVISTA CORP
$5.3M
AWCAMERICAN WTR WKS CO INC NEW
$5.0M
CALMCAL MAINE FOODS INC
$4.8M
OTTROTTER TAIL CORP
$4.8M
AWRAMER STATES WTR CO
$4.5M
SGOVISHARES TR
$4.2M
SRESEMPRA
$4.1M
WSCWILLSCOT HLDGS CORP
$3.8M
SPYGSPDR SER TR
$1.9M
SPYSPDR S&P 500 ETF TR
$1.8M
NDQINVESCO QQQ TR
$1.7M
CVXCHEVRON CORP NEW
$1.7M
TAT&T INC
$1.6M
AEPAMERICAN ELEC PWR CO INC
$1.5M
HYGISHARES TR
$1.4M
IEFISHARES TR
$1.3M
KMBKIMBERLY-CLARK CORP
$1.3M
FLOTISHARES TR
$1.3M
PGXINVESCO EXCH TRADED FD TR II
$1.3M
IJSISHARES TR
$1.2M
DOWDOW INC
$1.2M
LYBLYONDELLBASELL INDUSTRIES N
$1.2M
PNCPNC FINL SVCS GROUP INC
$1.2M
TROWPRICE T ROWE GROUP INC
$1.1M
UPSUNITED PARCEL SERVICE INC
$1.1M
DYHTARGET CORP
$1.1M
DUKDUKE ENERGY CORP NEW
$1.1M
DRIDARDEN RESTAURANTS INC
$1.0M
PSAPUBLIC STORAGE OPER CO
$1.0M
CATCATERPILLAR INC
$1.0M
PKGPACKAGING CORP AMER
$967K
MDTMEDTRONIC PLC
$957K
USBUS BANCORP DEL
$946K
GPCGENUINE PARTS CO
$942K
EMNEASTMAN CHEM CO
$906K
7HPHP INC
$902K
VUGVANGUARD INDEX FDS
$887K
GQ9SPDR GOLD TR
$885K
VTVVANGUARD INDEX FDS
$778K
IDUISHARES TR
$701K
TLTISHARES TR
$690K
DNOVFIRST TR EXCHNG TRADED FD VI
$676K
IYZISHARES TR
$637K
IYFISHARES TR
$636K
IYWISHARES TR
$632K
HDHOME DEPOT INC
$625K
IYCISHARES TR
$587K
NFLXNETFLIX INC
$583K
DFEBFIRST TR EXCHNG TRADED FD VI
$523K
VBVANGUARD INDEX FDS
$516K
METAMETA PLATFORMS INC
$509K
TSLATESLA INC
$494K
BNDXVANGUARD CHARLOTTE FDS
$485K
BSVVANGUARD BD INDEX FDS
$458K
IBMINTERNATIONAL BUSINESS MACHS
$430K
XOMEXXON MOBIL CORP
$420K
OCTMFIRST TR EXCHNG TRADED FD VI
$384K
NVDANVIDIA CORPORATION
$382K
DJUNFIRST TR EXCHNG TRADED FD VI
$368K
DDECFIRST TR EXCHNG TRADED FD VI
$349K
JNJJOHNSON & JOHNSON
$347K
XLESELECT SECTOR SPDR TR
$329K
DMARFIRST TR EXCHNG TRADED FD VI
$327K
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