Buck Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Buck Wealth Strategies, LLCInvestment ActivityBuck Wealth Strategies, LLC has $481.23 million in total holdings as of December 31, 2024.Buck Wealth Strategies, LLC owns shares of 79 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 36.82% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Buck Wealth Strategies, LLC has purchased 68 new stocks and bought additional shares in 63 stocks.Buck Wealth Strategies, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $25,696,253iShares 20+ Year Treasury Bond ETF $19,434,443iShares Core U.S. Aggregate Bond ETF $17,216,118iShares 0-3 Month Treasury Bond ETF $15,680,626Apple $14,993,439 Largest New Holdings this Quarter Sempra $4,477,141 HoldingAvista $4,223,751 HoldingOtter Tail $3,982,115 HoldingAmerican States Water $3,956,049 HoldingAmerican Water Works $3,866,530 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 122,404 shares (about $10.69M)iShares Core S&P 500 ETF 17,642 shares (about $10.39M)iShares Core U.S. Aggregate Bond ETF 67,126 shares (about $6.50M)iShares 7-10 Year Treasury Bond ETF 67,101 shares (about $6.20M)Vanguard Mid-Cap ETF 23,237 shares (about $6.14M) Largest Sales this Quarter Exxon Mobil 51,732 shares (about $5.57M)Costco Wholesale 85 shares (about $77.90K) 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$25,696,253$10,385,405 ▲67.8%43,6515.3%ETFTLTiShares 20+ Year Treasury Bond ETF$19,434,443$10,689,555 ▲122.2%222,5404.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$17,216,118$6,504,506 ▲60.7%177,6693.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$15,680,626$5,366,621 ▲52.0%156,3063.3%ETFAAPLApple$14,993,439$3,173,582 ▲26.8%59,8733.1%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$14,209,895$4,788,835 ▲50.8%290,5313.0%ETFIJRiShares Core S&P Small-Cap ETF$13,816,074$5,930,162 ▲75.2%119,9102.9%ETFVOVanguard Mid-Cap ETF$13,797,690$6,137,619 ▲80.1%52,2382.9%ETFAMZNAmazon.com$12,639,049$2,664,051 ▲26.7%57,6102.6%Retail/WholesaleGOOGLAlphabet$11,908,269$2,983,929 ▲33.4%62,9072.5%Computer and TechnologyMSFTMicrosoft$11,212,722$3,167,145 ▲39.4%26,6022.3%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$11,186,764$3,849,989 ▲52.5%225,7672.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$11,181,663$4,122,527 ▲58.4%374,4702.3%ETFQQQInvesco QQQ$11,080,994$4,498,347 ▲68.3%21,6752.3%FinanceIVWiShares S&P 500 Growth ETF$10,941,686$4,862,475 ▲80.0%107,7682.3%ETFTIPiShares TIPS Bond ETF$10,711,682$3,929,030 ▲57.9%100,5322.2%ETFCSCOCisco Systems$10,183,287$1,417,721 ▲16.2%172,0152.1%Computer and TechnologyGLDSPDR Gold Shares$10,123,325$3,755,720 ▲59.0%41,8092.1%FinanceJPMJPMorgan Chase & Co.$9,896,720$159,887 ▲1.6%41,2862.1%FinanceWMTWalmart$9,525,539$862,574 ▲10.0%105,4292.0%Retail/WholesaleVVisa$9,497,511$2,165,478 ▲29.5%30,0522.0%Business ServicesKRKroger$9,357,274$2,232,092 ▲31.3%153,0221.9%Retail/WholesaleDGROiShares Core Dividend Growth ETF$9,326,386$3,284,821 ▲54.4%152,0441.9%ETFVBVanguard Small-Cap ETF$9,281,386$4,066,058 ▲78.0%38,6271.9%ETFWMWaste Management$8,947,553$706,465 ▲8.6%44,3411.9%Business ServicesKOCoca-Cola$8,910,258$2,453,599 ▲38.0%143,1141.9%Consumer StaplesMRKMerck & Co., Inc.$8,902,144$3,652,399 ▲69.6%89,4871.8%MedicalINTUIntuit$8,821,728$1,907,520 ▲27.6%14,0361.8%Computer and TechnologyVZVerizon Communications$8,547,995$2,135,069 ▲33.3%213,7531.8%Computer and TechnologyPGProcter & Gamble$8,538,692$2,306,178 ▲37.0%50,9321.8%Consumer StaplesWSOWatsco$8,269,194$1,882,723 ▲29.5%17,4501.7%ConstructionUNHUnitedHealth Group$7,965,686$1,806,405 ▲29.3%15,7471.7%MedicalLMTLockheed Martin$7,940,194$1,950,547 ▲32.6%16,3401.6%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$7,911,110$6,203,471 ▲363.3%85,5721.6%ETFAMGNAmgen$7,299,550$1,998,866 ▲37.7%28,0061.5%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$7,194,289$2,458,154 ▲51.9%71,5141.5%ETFJPSTJPMorgan Ultra-Short Income ETF$6,855,601$2,451,052 ▲55.6%136,1051.4%ETFMCHPMicrochip Technology$6,724,000$2,950,542 ▲78.2%117,2451.4%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$5,919,391$4,762,912 ▲411.8%79,1571.2%ManufacturingCALMCal-Maine Foods$5,899,747$299,907 ▲5.4%57,3241.2%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$4,569,614$1,990,819 ▲77.2%103,7610.9%ETFVEAVanguard FTSE Developed Markets ETF$4,501,289$1,963,247 ▲77.4%94,1300.9%ETFSRESempra$4,477,141$4,477,141 ▲New Holding51,0390.9%UtilitiesAVAAvista$4,223,751$4,223,751 ▲New Holding115,3090.9%UtilitiesOTTROtter Tail$3,982,115$3,982,115 ▲New Holding53,9290.8%UtilitiesAWRAmerican States Water$3,956,049$3,956,049 ▲New Holding50,9010.8%UtilitiesAWKAmerican Water Works$3,866,530$3,866,530 ▲New Holding31,0590.8%UtilitiesVGLTVanguard Long-Term Treasury Index ETF$3,814,082$3,073,550 ▲415.0%68,9080.8%ETFWSCWillScot Mobile Mini$3,589,419$1,018,552 ▲39.6%107,3070.7%FinancePKGPackaging Co. of America$859,634$321,293 ▲59.7%3,8180.2%IndustrialsTSLATesla$826,660$102,575 ▲14.2%2,0470.2%Auto/Tires/TrucksPAYXPaychex$810,107$341,039 ▲72.7%5,7770.2%Business ServicesLNTAlliant Energy$803,330$328,334 ▲69.1%13,5840.2%UtilitiesSOSouthern$775,517$312,561 ▲67.5%9,4210.2%UtilitiesETNEaton$772,984$311,650 ▲67.6%2,3290.2%IndustrialsPRUPrudential Financial$772,916$319,905 ▲70.6%6,5210.2%FinanceCATCaterpillar$770,354$309,012 ▲67.0%2,1240.2%IndustrialsMCDMcDonald's$765,554$312,193 ▲68.9%2,6410.2%Retail/WholesaleEDConsolidated Edison$746,629$306,076 ▲69.5%8,3670.2%UtilitiesPSAPublic Storage$722,682$299,196 ▲70.7%2,4130.2%FinanceUPSUnited Parcel Service$674,842$299,846 ▲80.0%5,3520.1%TransportationKHCKraft Heinz$673,162$303,107 ▲81.9%21,9200.1%Consumer StaplesUSBU.S. Bancorp$657,046$265,841 ▲68.0%13,7370.1%FinanceLYBLyondellBasell Industries$602,424$282,978 ▲88.6%8,1110.1%Basic MaterialsDOWDOW$582,401$273,724 ▲88.7%14,5130.1%Basic MaterialsSPYSPDR S&P 500 ETF Trust$517,064$247,980 ▲92.2%8820.1%FinanceHDHome Depot$501,797$501,797 ▲New Holding1,2900.1%Retail/WholesaleNFLXNetflix$446,551$46,349 ▲11.6%5010.1%Consumer DiscretionaryNVDANVIDIA$439,717$439,717 ▲New Holding3,2740.1%Computer and TechnologyIBMInternational Business Machines$374,147$374,147 ▲New Holding1,7020.1%Computer and TechnologyISRGIntuitive Surgical$372,157$6,785 ▲1.9%7130.1%MedicalBRK.BBerkshire Hathaway$312,310$312,310 ▲New Holding6890.1%FinanceACWViShares MSCI Global Min Vol Factor ETF$308,484$308,484 ▲New Holding2,8250.1%ETFCVXChevron$302,017$302,017 ▲New Holding2,0850.1%EnergyXOMExxon Mobil$292,414$5,565,549 ▼-95.0%2,7180.1%EnergyEXELExelixis$283,0500.0%8,5000.1%MedicalALLAllstate$282,941$282,941 ▲New Holding1,4680.1%FinanceCOSTCostco Wholesale$245,616$77,901 ▼-24.1%2680.1%Retail/WholesaleMETAMeta Platforms$212,874$212,874 ▲New Holding3640.0%Computer and TechnologyPSXPhillips 66$0$5,742,412 ▼-100.0%00.0%EnergyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$0$411,944 ▼-100.0%00.0%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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