Buck Wealth Strategies, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$656.4M

Holdings

154

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (154 positions)

StockValue
IVVISHARES TR
$57.9M
AGGISHARES TR
$43.1M
BONDPIMCO ETF TR
$34.5M
VOVANGUARD INDEX FDS
$22.4M
MSFTMICROSOFT CORP
$17.1M
VNLAJANUS DETROIT STR TR
$16.3M
AAPLAPPLE INC
$15.7M
VEAVANGUARD TAX-MANAGED FDS
$15.3M
AMZNAMAZON COM INC
$15.2M
JPMJPMORGAN CHASE & CO.
$15.1M
XONEBONDBLOXX ETF TRUST
$14.2M
GOOGLALPHABET INC
$13.7M
CSCOCISCO SYS INC
$13.3M
INTUINTUIT
$12.9M
JPSTJ P MORGAN EXCHANGE TRADED F
$12.8M
TIPISHARES TR
$12.7M
WMTWALMART INC
$11.4M
BACVERIZON COMMUNICATIONS INC
$11.4M
MGAMAGNA INTL INC
$11.1M
WMWASTE MGMT INC DEL
$10.9M
KOCOCA COLA CO
$10.9M
AMGNAMGEN INC
$10.9M
MINTPIMCO ETF TR
$10.8M
VVISA INC
$10.8M
KRKROGER CO
$10.6M
LMTLOCKHEED MARTIN CORP
$10.4M
PGPROCTER AND GAMBLE CO
$10.2M
MRKMERCK & CO INC
$9.9M
WSOWATSCO INC
$9.5M
GLDMWORLD GOLD TR
$9.2M
VWOVANGUARD INTL EQUITY INDEX F
$9.2M
IVWISHARES TR
$8.9M
JSIJANUS DETROIT STR TR
$8.6M
DGROISHARES TR
$8.5M
UNHUNITEDHEALTH GROUP INC
$8.4M
IJRISHARES TR
$7.0M
AGGHSIMPLIFY EXCHANGE TRADED FUN
$6.5M
CALMCAL MAINE FOODS INC
$5.9M
AVAAVISTA CORP
$5.3M
AWCAMERICAN WTR WKS CO INC NEW
$5.2M
OTTROTTER TAIL CORP
$5.1M
SRESEMPRA
$4.9M
SGOVISHARES TR
$4.9M
WSCWILLSCOT HLDGS CORP
$4.9M
AWRAMER STATES WTR CO
$4.9M
NDQINVESCO QQQ TR
$2.9M
SPYSPDR S&P 500 ETF TR
$2.9M
SPYGSPDR SERIES TRUST
$2.3M
HYGISHARES TR
$2.1M
IEFISHARES TR
$2.0M
PGXINVESCO EXCH TRADED FD TR II
$1.9M
FLOTISHARES TR
$1.9M
IJSISHARES TR
$1.9M
VUGVANGUARD INDEX FDS
$1.7M
TAT&T INC
$1.5M
CVXCHEVRON CORP NEW
$1.4M
JNJJOHNSON & JOHNSON
$1.4M
AEPAMERICAN ELEC PWR CO INC
$1.3M
GQ9SPDR GOLD TR
$1.3M
VTVVANGUARD INDEX FDS
$1.2M
IYWISHARES TR
$1.2M
PNCPNC FINL SVCS GROUP INC
$1.1M
IYZISHARES TR
$1.1M
IDUISHARES TR
$1.1M
USBUS BANCORP DEL
$1.1M
KMBKIMBERLY-CLARK CORP
$1.1M
MDTMEDTRONIC PLC
$1.0M
IYFISHARES TR
$1.0M
METAMETA PLATFORMS INC
$1.0M
IYCISHARES TR
$1.0M
PKGPACKAGING CORP AMER
$1.0M
EPDENTERPRISE PRODS PARTNERS L
$999K
GPCGENUINE PARTS CO
$993K
EMNEASTMAN CHEM CO
$975K
DRIDARDEN RESTAURANTS INC
$968K
NVDANVIDIA CORPORATION
$965K
DUKDUKE ENERGY CORP NEW
$954K
BMYBRISTOL-MYERS SQUIBB CO
$949K
AVBAVALONBAY CMNTYS INC
$941K
DNOVFIRST TR EXCHNG TRADED FD VI
$941K
7HPHP INC
$938K
NFLXNETFLIX INC
$878K
PSAPUBLIC STORAGE OPER CO
$847K
BNDXVANGUARD CHARLOTTE FDS
$817K
DFEBFIRST TR EXCHNG TRADED FD VI
$781K
BSVVANGUARD BD INDEX FDS
$771K
HDHOME DEPOT INC
$725K
DJUNFIRST TR EXCHNG TRADED FD VI
$699K
TSLATESLA INC
$644K
DDECFIRST TR EXCHNG TRADED FD VI
$623K
TLTISHARES TR
$574K
XFEBFIRST TR EXCHNG TRADED FD VI
$569K
OCTMFIRST TR EXCHNG TRADED FD VI
$545K
DMARFIRST TR EXCHNG TRADED FD VI
$542K
CATCATERPILLAR INC
$530K
IBMINTERNATIONAL BUSINESS MACHS
$529K
EX9EXELIXIS INC
$527K
DAPRFIRST TR EXCHNG TRADED FD VI
$509K
DOCTFIRST TR EXCHNG TRADED FD VI
$503K
FFEBFIRST TR EXCHNG TRADED FD VI
$464K
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