Buska Wealth Management, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$319.1B
Holdings
64
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 95,923 | $53.9B | 16.89% | |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 231,757 | $45.0B | 14.09% | |
| 3 | SPYGSPDR SER TR | 441,402 | $35.5B | 11.12% | |
| 4 | VYMVANGUARD WHITEHALL FDS | 267,361 | $34.5B | 10.80% | |
| 5 | NDQINVESCO QQQ TR | 33,887 | $15.9B | 4.98% | |
| 6 | PNOVINNOVATOR ETFS TRUST | 292,825 | $10.9B | 3.42% | |
| 7 | XLESELECT SECTOR SPDR TR | 106,632 | $10.0B | 3.12% | |
| 8 | XARSPDR SER TR | 58,268 | $9.4B | 2.93% | |
| 9 | FLRNSPDR SER TR | 296,776 | $9.1B | 2.87% | |
| 10 | FIDUFIDELITY COVINGTON TRUST | 132,997 | $9.1B | 2.85% | |
| 11 | FLOTISHARES TR | 177,101 | $9.0B | 2.83% | |
| 12 | VGITVANGUARD SCOTTSDALE FDS | 134,945 | $8.0B | 2.51% | |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 74,091 | $6.1B | 1.90% | |
| 14 | HYGISHARES TR | 75,204 | $5.9B | 1.86% | |
| 15 | XLKSELECT SECTOR SPDR TR | 28,713 | $5.9B | 1.86% | |
| 16 | CIBRFIRST TR EXCHANGE TRADED FD | 83,693 | $5.3B | 1.65% | |
| 17 | BNOVINNOVATOR ETFS TRUST | 135,945 | $5.2B | 1.63% | |
| 18 | VAWVANGUARD WORLD FD | 27,140 | $5.1B | 1.61% | |
| 19 | BUFFINNOVATOR ETFS TRUST | 108,318 | $4.8B | 1.50% | |
| 20 | IGSBISHARES TR | 51,293 | $2.7B | 0.84% | |
| 21 | FNCLFIDELITY COVINGTON TRUST | 32,046 | $2.2B | 0.70% | |
| 22 | KBWPINVESCO EXCH TRADED FD TR II | 15,024 | $1.9B | 0.59% | |
| 23 | VYMIVANGUARD WHITEHALL FDS | 19,995 | $1.5B | 0.46% | |
| 24 | PAUGINNOVATOR ETFS TRUST | 37,854 | $1.4B | 0.45% | |
| 25 | UNOVINNOVATOR ETFS TRUST | 42,017 | $1.4B | 0.45% | |
| 26 | FSTAFIDELITY COVINGTON TRUST | 26,516 | $1.4B | 0.42% | |
| 27 | BAUGINNOVATOR ETFS TRUST | 31,912 | $1.4B | 0.42% | |
| 28 | FHLCFIDELITY COVINGTON TRUST | 17,476 | $1.2B | 0.37% | |
| 29 | SCHDSCHWAB STRATEGIC TR | 36,856 | $1.0B | 0.32% | |
| 30 | FDTXFIDELITY COVINGTON TRUST | 31,746 | $999.7M | 0.31% | |
| 31 | VTVVANGUARD INDEX FDS | 4,844 | $836.7M | 0.26% | |
| 32 | UNHUNITEDHEALTH GROUP INC | 1,494 | $782.5M | 0.25% | |
| 33 | IEURISHARES TR | 12,664 | $761.7M | 0.24% | |
| 34 | IVWISHARES TR | 8,055 | $747.7M | 0.23% | |
| 35 | VOOVANGUARD INDEX FDS | 1,110 | $570.4M | 0.18% | |
| 36 | WMWASTE MGMT INC DEL | 2,425 | $561.4M | 0.18% | |
| 37 | UAUGINNOVATOR ETFS TRUST | 16,081 | $556.7M | 0.17% | |
| 38 | GOFGUGGENHEIM STRATEGIC OPPORTU | 31,096 | $484.2M | 0.15% | |
| 39 | OXLCLOXFORD LANE CAP CORP | 97,900 | $462.1M | 0.14% | |
| 40 | PDIPIMCO DYNAMIC INCOME FD | 23,305 | $461.4M | 0.14% | |
| 41 | VTIVANGUARD INDEX FDS | 1,596 | $438.6M | 0.14% | |
| 42 | ZMARINNOVATOR ETFS TRUST | 15,419 | $397.3M | 0.12% | |
| 43 | PMARINNOVATOR ETFS TRUST | 9,603 | $383.5M | 0.12% | |
| 44 | XOMEXXON MOBIL CORP | 3,211 | $381.9M | 0.12% | |
| 45 | TAT&T INC | 13,500 | $381.8M | 0.12% | |
| 46 | PJULINNOVATOR ETFS TRUST | 9,341 | $375.4M | 0.12% | |
| 47 | AAPLAPPLE INC | 1,664 | $369.7M | 0.12% | |
| 48 | PPHVANECK ETF TRUST | 4,026 | $366.9M | 0.11% | |
| 49 | PCEFINVESCO EXCH TRADED FD TR II | 19,235 | $362.6M | 0.11% | |
| 50 | UJULINNOVATOR ETFS TRUST | 10,380 | $348.1M | 0.11% | |
| 51 | BMARINNOVATOR ETFS TRUST | 7,583 | $345.3M | 0.11% | |
| 52 | BJULINNOVATOR ETFS TRUST | 7,553 | $326.1M | 0.10% | |
| 53 | WECWEC ENERGY GROUP INC | 2,868 | $312.6M | 0.10% | |
| 54 | KOCOCA COLA CO | 4,267 | $305.6M | 0.10% | |
| 55 | XELXCEL ENERGY INC | 4,079 | $288.7M | 0.09% | |
| 56 | XLUSELECT SECTOR SPDR TR | 3,502 | $276.1M | 0.09% | |
| 57 | MSFTMICROSOFT CORP | 706 | $264.9M | 0.08% | |
| 58 | TTTRANE TECHNOLOGIES PLC | 761 | $256.4M | 0.08% | |
| 59 | GSSTGOLDMAN SACHS ETF TR | 4,930 | $249.2M | 0.08% | |
| 60 | NVDANVIDIA CORPORATION | 2,077 | $225.1M | 0.07% | |
| 61 | VGSHVANGUARD SCOTTSDALE FDS | 3,647 | $214.0M | 0.07% | |
| 62 | CVXCHEVRON CORP NEW | 1,229 | $205.6M | 0.06% | |
| 63 | CLMCORNERSTONE STRATEGIC INVEST | 16,519 | $122.7M | 0.04% | |
| 64 | EVFEATON VANCE SR INCOME TR | 19,019 | $111.1M | 0.03% |