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Size ($ in 1000's)
At 12/31/2023: $269,877
At 09/30/2023: $248,702
Buck Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buck Wealth Strategies LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Buck Wealth Strategies LLC top holdings by largest position size, as per the latest 13f filing made by Buck Wealth Strategies LLC.
In the Buck Wealth Strategies LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Buck Wealth Strategies LLC in that top holding, then the share count change between reporting periods, and finally the Buck Wealth Strategies LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
25,673 |
-3 |
$12,262 | | IVV | 25,673 | -3 | $12,262 | | APPLE INC |
48,134 |
-201 |
$9,267 | | AAPL | 48,134 | -201 | $9,267 | | ISHARES TR (SGOV) |
91,813 |
+33,206 |
$9,206 | | SGOV | 91,813 | +33,206 | $9,206 | | ISHARES TR (AGG) |
89,792 |
+19,073 |
$8,912 | | AGG | 89,792 | +19,073 | $8,912 | | JANUS DETROIT STR TR |
178,070 |
+96,350 |
$8,604 | | VNLA | 178,070 | +96,350 | $8,604 | | MERCK CO INC |
74,102 |
+17,676 |
$8,079 | | MRK | 74,102 | +17,676 | $8,079 | | AMAZON COM INC |
53,118 |
-2,097 |
$8,071 | | AMZN | 53,118 | -2,097 | $8,071 | | JPMORGAN CHASE CO |
47,015 |
+4,934 |
$7,997 | | JPM | 47,015 | +4,934 | $7,997 | | VERIZON COMMUNICATIONS INC |
208,642 |
+38,207 |
$7,866 | | VZ | 208,642 | +38,207 | $7,866 | | WASTE MGMT INC DEL |
43,433 |
+4,234 |
$7,779 | | WM | 43,433 | +4,234 | $7,779 | | CISCO SYS INC |
152,775 |
+38,015 |
$7,718 | | CSCO | 152,775 | +38,015 | $7,718 | | COCA COLA CO |
128,396 |
+29,097 |
$7,566 | | KO | 128,396 | +29,097 | $7,566 | | MICROCHIP TECHNOLOGY INC |
83,671 |
+13,865 |
$7,545 | | MCHP | 83,671 | +13,865 | $7,545 | | ALPHABET INC |
53,506 |
+6,897 |
$7,474 | | GOOGL | 53,506 | +6,897 | $7,474 | | AMGEN INC |
25,899 |
+2,977 |
$7,460 | | AMGN | 25,899 | +2,977 | $7,460 | | INTUIT |
11,892 |
+2,532 |
$7,433 | | INTU | 11,892 | +2,532 | $7,433 | | VISA INC |
27,755 |
+4,247 |
$7,226 | | V | 27,755 | +4,247 | $7,226 | | ISHARES TR (STIP) |
73,225 |
+2,238 |
$7,219 | | STIP | 73,225 | +2,238 | $7,219 | | PGIM ETF TR (PULS) |
144,507 |
+67,619 |
$7,137 | | PULS | 144,507 | +67,619 | $7,137 | | WATSCO INC |
16,454 |
+649 |
$7,052 | | WSO | 16,454 | +649 | $7,052 | | MICROSOFT CORP |
18,673 |
+342 |
$7,022 | | MSFT | 18,673 | +342 | $7,022 | | PROCTER AND GAMBLE CO |
46,881 |
+7,864 |
$6,870 | | PG | 46,881 | +7,864 | $6,870 | | EXXON MOBIL CORP |
68,281 |
+19,217 |
$6,827 | | XOM | 68,281 | +19,217 | $6,827 | | ISHARES TR (IJR) |
62,735 |
+1,922 |
$6,791 | | IJR | 62,735 | +1,922 | $6,791 | | ISHARES TR (TLT) |
67,391 |
+29,821 |
$6,663 | | TLT | 67,391 | +29,821 | $6,663 | | UNITEDHEALTH GROUP INC |
12,251 |
+1,527 |
$6,451 | | UNH | 12,251 | +1,527 | $6,451 | | VANGUARD INDEX FDS (VO) |
26,952 |
+772 |
$6,270 | | VO | 26,952 | +772 | $6,270 | | WALMART INC |
36,116 |
-662 |
$5,693 | | WMT | 36,116 | -662 | $5,693 | | ISHARES TR (TIP) |
52,378 |
+2,104 |
$5,630 | | TIP | 52,378 | +2,104 | $5,630 | | SPDR SER TR (SPSB) |
186,698 |
+7,589 |
$5,560 | | SPSB | 186,698 | +7,589 | $5,560 | | LOCKHEED MARTIN CORP |
12,214 |
-95 |
$5,536 | | LMT | 12,214 | -95 | $5,536 | | ISHARES TR (DGRO) |
97,604 |
+1,722 |
$5,253 | | DGRO | 97,604 | +1,722 | $5,253 | | ISHARES TR (IVW) |
62,582 |
-293 |
$4,700 | | IVW | 62,582 | -293 | $4,700 | | INVESCO QQQ TR |
11,461 |
+11,305 |
$4,694 | | QQQ | 11,461 | +11,305 | $4,694 | | SPDR GOLD TR (GLD) |
24,395 |
+286 |
$4,664 | | GLD | 24,395 | +286 | $4,664 | | J P MORGAN EXCHANGE TRADED F (JPST) |
66,202 |
+2,587 |
$3,325 | | JPST | 66,202 | +2,587 | $3,325 | | VANGUARD TAX MANAGED FDS (VEA) |
49,286 |
+1,240 |
$2,361 | | VEA | 49,286 | +1,240 | $2,361 | | VANGUARD INTL EQUITY INDEX F (VWO) |
53,310 |
+2,242 |
$2,191 | | VWO | 53,310 | +2,242 | $2,191 | | PRUDENTIAL FINL INC |
6,195 |
-269 |
$642 | | PRU | 6,195 | -269 | $642 | | EATON CORP PLC |
2,560 |
-125 |
$616 | | ETN | 2,560 | -125 | $616 | | CATERPILLAR INC |
2,082 |
-55 |
$615 | | CAT | 2,082 | -55 | $615 | | MCDONALDS CORP |
2,063 |
+65 |
$612 | | MCD | 2,063 | +65 | $612 | | 3M CO |
5,594 |
-84 |
$611 | | MMM | 5,594 | -84 | $611 | | PACKAGING CORP AMER |
3,663 |
-344 |
$597 | | PKG | 3,663 | -344 | $597 | | PFIZER INC |
20,471 |
-148,364 |
$589 | | PFE | 20,471 | -148,364 | $589 | | TESLA INC |
2,370 |
-62 |
$589 | | TSLA | 2,370 | -62 | $589 | | PAYCHEX INC |
4,724 |
-154 |
$563 | | PAYX | 4,724 | -154 | $563 | | LYONDELLBASELL INDUSTRIES N |
5,897 |
-128 |
$561 | | LYB | 5,897 | -128 | $561 | | SOUTHERN CO |
8,000 |
-282 |
$561 | | SO | 8,000 | -282 | $561 | | CONSOLIDATED EDISON INC |
6,123 |
-213 |
$557 | | ED | 6,123 | -213 | $557 |
See Full List: All Stocks Held By Buck Wealth Strategies LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Buck Wealth Strategies LLC
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