Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Buck Wealth Strategies, LLCInvestment ActivityBuck Wealth Strategies, LLC has $550.30 million in total holdings as of December 31, 2024.Buck Wealth Strategies, LLC owns shares of 124 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 36.78% of the portfolio was purchased this quarter.About 23.93% of the portfolio was sold this quarter.This quarter, Buck Wealth Strategies, LLC has purchased 79 new stocks and bought additional shares in 42 stocks.Buck Wealth Strategies, LLC sold shares of 23 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $45,622,166iShares Core U.S. Aggregate Bond ETF $40,650,478PIMCO ETF TR $29,080,428Vanguard Mid-Cap ETF $17,727,952Apple $14,812,721 Largest New Holdings this Quarter 72201R775 - PIMCO ETF TR $29,080,428 Holding09789C861 - BondBloxx Bloomberg One Year Target Duration US Treasury ETF $11,580,733 Holding72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $8,980,320 Holding559222401 - Magna International $8,696,987 Holding47103U746 - JANUS DETROIT STR TR $8,499,808 Holding Largest Purchases this Quarter PIMCO ETF TR 314,485 shares (about $29.08M)iShares Core U.S. Aggregate Bond ETF 233,274 shares (about $23.08M)iShares Core S&P 500 ETF 37,542 shares (about $21.09M)BondBloxx Bloomberg One Year Target Duration US Treasury ETF 232,919 shares (about $11.58M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 89,250 shares (about $8.98M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 214,957 shares (about $19.57M)iShares 0-3 Month Treasury Bond ETF 114,603 shares (about $11.54M)SPDR Gold Shares 38,738 shares (about $11.16M)PGIM Ultra Short Bond ETF 220,825 shares (about $10.98M)Invesco QQQ 17,978 shares (about $8.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuck Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$45,622,166$21,094,766 ▲86.0%81,1938.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$40,650,478$23,075,462 ▲131.3%410,9437.4%FinancePIMCO ETF TR$29,080,428$29,080,428 ▲New Holding314,4855.3%ACTIVE BD ETFVOVanguard Mid-Cap ETF$17,727,952$4,218,108 ▲31.2%68,5483.2%ETFAAPLApple$14,812,721$1,513,148 ▲11.4%66,6852.7%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$13,639,817$639,786 ▼-4.5%277,5142.5%ETFTIPiShares TIPS Bond ETF$12,177,203$1,009,138 ▲9.0%109,6162.2%ETFJPSTJPMorgan Ultra-Short Income ETF$11,955,620$5,064,622 ▲73.5%236,1372.2%ETFMSFTMicrosoft$11,662,501$1,676,475 ▲16.8%31,0682.1%Computer and TechnologyAMZNAmazon.com$11,650,278$689,317 ▲6.3%61,2332.1%Retail/WholesaleXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$11,580,733$11,580,733 ▲New Holding232,9192.1%ETFVEAVanguard FTSE Developed Markets ETF$11,255,289$6,470,660 ▲135.2%221,4302.0%ETFKRKroger$10,998,041$640,007 ▲6.2%162,4772.0%Retail/WholesaleCSCOCisco Systems$10,899,479$284,422 ▲2.7%176,6242.0%Computer and TechnologyVZVerizon Communications$10,770,426$1,074,580 ▲11.1%237,4432.0%Computer and TechnologyGOOGLAlphabet$10,590,648$862,734 ▲8.9%68,4861.9%Computer and TechnologyAMGNAmgen$10,504,964$1,779,594 ▲20.4%33,7181.9%MedicalWMWaste Management$10,156,031$109,272 ▼-1.1%43,8691.8%Business ServicesKOCoca-Cola$10,113,082$136,722 ▼-1.3%141,2051.8%Consumer StaplesJPMJPMorgan Chase & Co.$9,944,972$182,504 ▼-1.8%40,5421.8%FinanceUNHUnitedHealth Group$9,733,211$1,485,854 ▲18.0%18,5841.8%MedicalWSOWatsco$9,726,662$856,979 ▲9.7%19,1361.8%ConstructionPGProcter & Gamble$9,668,697$988,939 ▲11.4%56,7351.8%Consumer StaplesVVisa$9,582,174$949,736 ▼-9.0%27,3421.7%Business ServicesINTUIntuit$9,428,204$810,447 ▲9.4%15,3561.7%Computer and TechnologyWMTWalmart$9,237,291$18,348 ▼-0.2%105,2201.7%Retail/WholesaleLMTLockheed Martin$9,010,513$1,711,332 ▲23.4%20,1711.6%AerospaceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,980,320$8,980,320 ▲New Holding89,2501.6%ETFMGAMagna International$8,696,987$8,696,987 ▲New Holding255,8691.6%Auto/Tires/TrucksJANUS DETROIT STR TR$8,499,808$8,499,808 ▲New Holding162,3651.5%HENDERSON SECURIMRKMerck & Co., Inc.$8,479,859$447,541 ▲5.6%94,4731.5%MedicalGLDMSPDR Gold MiniShares Trust$8,084,876$8,084,876 ▲New Holding130,6331.5%FinanceIJRiShares Core S&P Small-Cap ETF$7,638,234$4,900,792 ▼-39.1%73,0441.4%ETFDGROiShares Core Dividend Growth ETF$7,143,842$2,249,401 ▼-23.9%115,6341.3%ETFVWOVanguard FTSE Emerging Markets ETF$6,509,742$1,813,522 ▲38.6%143,8301.2%ETFAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$6,263,851$6,263,851 ▲New Holding296,1631.1%ETFIVWiShares S&P 500 Growth ETF$6,110,843$3,893,309 ▼-38.9%65,8281.1%ETFAVAAvista$5,301,506$473,509 ▲9.8%126,6181.0%UtilitiesAWKAmerican Water Works$5,041,976$460,118 ▲10.0%34,1780.9%UtilitiesCALMCal-Maine Foods$4,845,820$364,966 ▼-7.0%53,3090.9%Basic MaterialsOTTROtter Tail$4,773,199$438,903 ▲10.1%59,3900.9%UtilitiesAWRAmerican States Water$4,461,283$456,420 ▲11.4%56,7020.8%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$4,198,217$11,537,018 ▼-73.3%41,7030.8%ETFSRESempra$4,142,513$500,376 ▲13.7%58,0510.8%UtilitiesWSCWillScot Mobile Mini$3,796,892$813,761 ▲27.3%136,5790.7%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,914,715$1,914,715 ▲New Holding23,8240.3%ETFSPYSPDR S&P 500 ETF Trust$1,752,322$1,259,010 ▲255.2%3,1330.3%FinanceQQQInvesco QQQ$1,733,649$8,430,495 ▼-82.9%3,6970.3%FinanceCVXChevron$1,719,462$1,370,651 ▲392.9%10,2780.3%EnergyTAT&T$1,576,874$1,576,874 ▲New Holding55,7590.3%Computer and TechnologyAEPAmerican Electric Power$1,451,543$1,451,543 ▲New Holding13,2840.3%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,370,950$1,370,950 ▲New Holding17,3780.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,295,076$6,866,220 ▼-84.1%13,5790.2%ETFKMBKimberly-Clark$1,291,642$1,291,642 ▲New Holding9,0820.2%Consumer StaplesFLOTiShares Floating Rate Bond ETF$1,276,301$1,276,301 ▲New Holding25,0010.2%ETFPGXInvesco Preferred ETF$1,265,661$1,265,661 ▲New Holding112,8040.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,188,671$1,188,671 ▲New Holding12,1940.2%ETFDOWDOW$1,166,323$659,531 ▲130.1%33,4000.2%Basic MaterialsLYBLyondellBasell Industries$1,157,794$586,782 ▲102.8%16,4460.2%Basic MaterialsPNCThe PNC Financial Services Group$1,150,400$1,150,400 ▲New Holding6,5450.2%FinanceTROWT. Rowe Price Group$1,111,508$1,111,508 ▲New Holding12,0990.2%FinanceUPSUnited Parcel Service$1,103,675$514,990 ▲87.5%10,0340.2%TransportationTGTTarget$1,062,176$1,062,176 ▲New Holding10,1780.2%Retail/WholesaleDUKDuke Energy$1,053,537$1,053,537 ▲New Holding8,6380.2%UtilitiesDRIDarden Restaurants$1,026,542$1,026,542 ▲New Holding4,9410.2%Retail/WholesalePSAPublic Storage$1,023,003$300,795 ▲41.6%3,4180.2%FinanceCATCaterpillar$1,021,456$320,916 ▲45.8%3,0970.2%IndustrialsPKGPackaging Co. of America$966,651$210,675 ▲27.9%4,8820.2%IndustrialsMDTMedtronic$957,009$957,009 ▲New Holding10,6500.2%MedicalUSBU.S. Bancorp$946,461$366,476 ▲63.2%22,4170.2%FinanceGPCGenuine Parts$941,513$941,513 ▲New Holding7,9030.2%Retail/WholesaleEMNEastman Chemical$905,859$905,859 ▲New Holding10,2810.2%Basic MaterialsHPQHP$901,937$901,937 ▲New Holding32,5730.2%Computer and TechnologyVUGVanguard Growth ETF$887,009$887,009 ▲New Holding2,3920.2%ETFGLDSPDR Gold Shares$885,010$11,163,633 ▼-92.7%3,0710.2%FinanceVTVVanguard Value ETF$778,152$778,152 ▲New Holding4,5050.1%ETFIDUiShares U.S. Utilities ETF$700,609$700,609 ▲New Holding6,9080.1%ETFTLTiShares 20+ Year Treasury Bond ETF$690,312$19,568,429 ▼-96.6%7,5830.1%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$675,995$675,995 ▲New Holding16,1270.1%ETFIYZiShares U.S. Telecommunications ETF$637,064$637,064 ▲New Holding23,2590.1%ETFIYFiShares U.S. Financials ETF$636,474$636,474 ▲New Holding5,6400.1%ETFIYWiShares U.S. Technology ETF$631,699$631,699 ▲New Holding4,4980.1%ManufacturingHDHome Depot$625,050$152,415 ▲32.2%1,7060.1%Retail/WholesaleIYCiShares U.S. Consumer Discretionary ETF$587,008$587,008 ▲New Holding6,6460.1%ETFNFLXNetflix$582,831$115,634 ▲24.8%6250.1%Consumer DiscretionaryDFEBFT Vest U.S. Equity Deep Buffer ETF - February$522,702$522,702 ▲New Holding12,4010.1%ETFVBVanguard Small-Cap ETF$516,272$8,049,896 ▼-94.0%2,3280.1%ETFMETAMeta Platforms$508,665$298,978 ▲142.6%8830.1%Computer and TechnologyTSLATesla$493,959$36,542 ▼-6.9%1,9060.1%Auto/Tires/TrucksBNDXVanguard Total International Bond ETF$484,864$484,864 ▲New Holding9,9320.1%ETFBSVVanguard Short-Term Bond ETF$458,486$458,486 ▲New Holding5,8570.1%ETFIBMInternational Business Machines$429,647$6,465 ▲1.5%1,7280.1%Computer and TechnologyXOMExxon Mobil$419,944$96,691 ▲29.9%3,5310.1%EnergyFIRST TR EXCHNG TRADED FD VI$383,724$383,724 ▲New Holding12,6400.1%FT VEST US EQUITNVDANVIDIA$381,717$26,878 ▲7.6%3,5220.1%Computer and TechnologyDJUNFT Vest U.S. Equity Deep Buffer ETF - June$367,525$367,525 ▲New Holding8,7540.1%ManufacturingDDECFT Vest U.S. Equity Deep Buffer ETF - December$348,934$348,934 ▲New Holding8,9150.1%ETFJNJJohnson & Johnson$347,488$347,488 ▲New Holding2,0950.1%MedicalXLEEnergy Select Sector SPDR Fund$329,177$329,177 ▲New Holding3,5220.1%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$326,525$326,525 ▲New Holding8,6660.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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