Buck Wealth Strategies, LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$656.4B
Holdings
154
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (154 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 93,280 | $57.9B | 8.82% | |
| 2 | AGGISHARES TR | 434,865 | $43.1B | 6.57% | |
| 3 | BONDPIMCO ETF TR | 374,586 | $34.5B | 5.26% | |
| 4 | VOVANGUARD INDEX FDS | 79,889 | $22.4B | 3.41% | |
| 5 | MSFTMICROSOFT CORP | 34,448 | $17.1B | 2.61% | |
| 6 | VNLAJANUS DETROIT STR TR | 330,912 | $16.3B | 2.48% | |
| 7 | AAPLAPPLE INC | 76,654 | $15.7B | 2.40% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 269,087 | $15.3B | 2.34% | |
| 9 | AMZNAMAZON COM INC | 69,268 | $15.2B | 2.32% | |
| 10 | JPMJPMORGAN CHASE & CO. | 52,216 | $15.1B | 2.31% | |
| 11 | XONEBONDBLOXX ETF TRUST | 286,565 | $14.2B | 2.17% | |
| 12 | GOOGLALPHABET INC | 77,711 | $13.7B | 2.09% | |
| 13 | CSCOCISCO SYS INC | 192,084 | $13.3B | 2.03% | |
| 14 | INTUINTUIT | 16,398 | $12.9B | 1.97% | |
| 15 | JPSTJ P MORGAN EXCHANGE TRADED F | 253,260 | $12.8B | 1.96% | |
| 16 | TIPISHARES TR | 115,181 | $12.7B | 1.93% | |
| 17 | WMTWALMART INC | 116,666 | $11.4B | 1.74% | |
| 18 | BACVERIZON COMMUNICATIONS INC | 262,751 | $11.4B | 1.73% | |
| 19 | MGAMAGNA INTL INC | 286,406 | $11.1B | 1.68% | |
| 20 | WMWASTE MGMT INC DEL | 47,824 | $10.9B | 1.67% | |
| 21 | KOCOCA COLA CO | 154,429 | $10.9B | 1.66% | |
| 22 | AMGNAMGEN INC | 39,088 | $10.9B | 1.66% | |
| 23 | MINTPIMCO ETF TR | 107,104 | $10.8B | 1.64% | |
| 24 | VVISA INC | 30,302 | $10.8B | 1.64% | |
| 25 | KRKROGER CO | 147,855 | $10.6B | 1.62% | |
| 26 | LMTLOCKHEED MARTIN CORP | 22,532 | $10.4B | 1.59% | |
| 27 | PGPROCTER AND GAMBLE CO | 63,793 | $10.2B | 1.55% | |
| 28 | MRKMERCK & CO INC | 124,603 | $9.9B | 1.50% | |
| 29 | WSOWATSCO INC | 21,444 | $9.5B | 1.44% | |
| 30 | GLDMWORLD GOLD TR | 139,967 | $9.2B | 1.40% | |
| 31 | VWOVANGUARD INTL EQUITY INDEX F | 185,162 | $9.2B | 1.40% | |
| 32 | IVWISHARES TR | 80,794 | $8.9B | 1.36% | |
| 33 | JSIJANUS DETROIT STR TR | 163,805 | $8.6B | 1.31% | |
| 34 | DGROISHARES TR | 133,154 | $8.5B | 1.30% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 26,891 | $8.4B | 1.28% | |
| 36 | IJRISHARES TR | 64,448 | $7.0B | 1.07% | |
| 37 | AGGHSIMPLIFY EXCHANGE TRADED FUN | 313,444 | $6.5B | 0.99% | |
| 38 | CALMCAL MAINE FOODS INC | 58,731 | $5.9B | 0.89% | |
| 39 | AVAAVISTA CORP | 138,705 | $5.3B | 0.80% | |
| 40 | AWCAMERICAN WTR WKS CO INC NEW | 37,057 | $5.2B | 0.79% | |
| 41 | OTTROTTER TAIL CORP | 66,128 | $5.1B | 0.78% | |
| 42 | SRESEMPRA | 65,227 | $4.9B | 0.75% | |
| 43 | SGOVISHARES TR | 49,053 | $4.9B | 0.75% | |
| 44 | WSCWILLSCOT HLDGS CORP | 177,898 | $4.9B | 0.74% | |
| 45 | AWRAMER STATES WTR CO | 63,498 | $4.9B | 0.74% | |
| 46 | NDQINVESCO QQQ TR | 5,338 | $2.9B | 0.45% | |
| 47 | SPYSPDR S&P 500 ETF TR | 4,715 | $2.9B | 0.44% | |
| 48 | SPYGSPDR SERIES TRUST | 23,611 | $2.3B | 0.34% | |
| 49 | HYGISHARES TR | 26,345 | $2.1B | 0.32% | |
| 50 | IEFISHARES TR | 21,334 | $2.0B | 0.31% | |
| 51 | PGXINVESCO EXCH TRADED FD TR II | 174,938 | $1.9B | 0.30% | |
| 52 | FLOTISHARES TR | 38,134 | $1.9B | 0.30% | |
| 53 | IJSISHARES TR | 19,131 | $1.9B | 0.29% | |
| 54 | VUGVANGUARD INDEX FDS | 3,785 | $1.7B | 0.25% | |
| 55 | TAT&T INC | 51,852 | $1.5B | 0.23% | |
| 56 | CVXCHEVRON CORP NEW | 10,033 | $1.4B | 0.22% | |
| 57 | JNJJOHNSON & JOHNSON | 9,056 | $1.4B | 0.21% | |
| 58 | AEPAMERICAN ELEC PWR CO INC | 12,622 | $1.3B | 0.20% | |
| 59 | GQ9SPDR GOLD TR | 4,156 | $1.3B | 0.19% | |
| 60 | VTVVANGUARD INDEX FDS | 6,913 | $1.2B | 0.19% | |
| 61 | IYWISHARES TR | 7,013 | $1.2B | 0.19% | |
| 62 | PNCPNC FINL SVCS GROUP INC | 5,918 | $1.1B | 0.17% | |
| 63 | IYZISHARES TR | 36,234 | $1.1B | 0.16% | |
| 64 | IDUISHARES TR | 10,256 | $1.1B | 0.16% | |
| 65 | USBUS BANCORP DEL | 23,561 | $1.1B | 0.16% | |
| 66 | KMBKIMBERLY-CLARK CORP | 8,249 | $1.1B | 0.16% | |
| 67 | MDTMEDTRONIC PLC | 11,970 | $1.0B | 0.16% | |
| 68 | IYFISHARES TR | 8,620 | $1.0B | 0.16% | |
| 69 | METAMETA PLATFORMS INC | 1,386 | $1.0B | 0.16% | |
| 70 | IYCISHARES TR | 10,163 | $1.0B | 0.15% | |
| 71 | PKGPACKAGING CORP AMER | 5,313 | $1.0B | 0.15% | |
| 72 | EPDENTERPRISE PRODS PARTNERS L | 32,222 | $999.2M | 0.15% | |
| 73 | GPCGENUINE PARTS CO | 8,183 | $992.7M | 0.15% | |
| 74 | EMNEASTMAN CHEM CO | 13,061 | $975.1M | 0.15% | |
| 75 | DRIDARDEN RESTAURANTS INC | 4,439 | $967.6M | 0.15% | |
| 76 | NVDANVIDIA CORPORATION | 6,109 | $965.1M | 0.15% | |
| 77 | DUKDUKE ENERGY CORP NEW | 8,085 | $954.0M | 0.15% | |
| 78 | BMYBRISTOL-MYERS SQUIBB CO | 20,507 | $949.3M | 0.14% | |
| 79 | AVBAVALONBAY CMNTYS INC | 4,623 | $940.8M | 0.14% | |
| 80 | DNOVFIRST TR EXCHNG TRADED FD VI | 21,047 | $940.6M | 0.14% | |
| 81 | 7HPHP INC | 38,335 | $937.7M | 0.14% | |
| 82 | NFLXNETFLIX INC | 656 | $878.5M | 0.13% | |
| 83 | PSAPUBLIC STORAGE OPER CO | 2,887 | $847.1M | 0.13% | |
| 84 | BNDXVANGUARD CHARLOTTE FDS | 16,494 | $816.6M | 0.12% | |
| 85 | DFEBFIRST TR EXCHNG TRADED FD VI | 17,496 | $781.1M | 0.12% | |
| 86 | BSVVANGUARD BD INDEX FDS | 9,792 | $770.6M | 0.12% | |
| 87 | HDHOME DEPOT INC | 1,979 | $725.4M | 0.11% | |
| 88 | DJUNFIRST TR EXCHNG TRADED FD VI | 15,524 | $698.9M | 0.11% | |
| 89 | TSLATESLA INC | 2,027 | $643.9M | 0.10% | |
| 90 | DDECFIRST TR EXCHNG TRADED FD VI | 14,923 | $623.2M | 0.09% | |
| 91 | TLTISHARES TR | 6,500 | $573.6M | 0.09% | |
| 92 | XFEBFIRST TR EXCHNG TRADED FD VI | 12,818 | $569.4M | 0.09% | |
| 93 | OCTMFIRST TR EXCHNG TRADED FD VI | 17,340 | $544.9M | 0.08% | |
| 94 | DMARFIRST TR EXCHNG TRADED FD VI | 13,691 | $541.8M | 0.08% | |
| 95 | CATCATERPILLAR INC | 1,364 | $529.6M | 0.08% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 1,794 | $528.7M | 0.08% | |
| 97 | EX9EXELIXIS INC | 11,964 | $527.3M | 0.08% | |
| 98 | DAPRFIRST TR EXCHNG TRADED FD VI | 13,501 | $509.1M | 0.08% | |
| 99 | DOCTFIRST TR EXCHNG TRADED FD VI | 12,238 | $502.6M | 0.08% | |
| 100 | FFEBFIRST TR EXCHNG TRADED FD VI | 8,853 | $464.0M | 0.07% |
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