Buska Wealth Management, LLC Top Holdings and 13F Report (2025) About Buska Wealth Management, LLCInvestment ActivityBuska Wealth Management, LLC has $319.11 million in total holdings as of March 31, 2025.Buska Wealth Management, LLC owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.91% of the portfolio was purchased this quarter.About 1.40% of the portfolio was sold this quarter.This quarter, Buska Wealth Management, LLC has purchased 58 new stocks and bought additional shares in 27 stocks.Buska Wealth Management, LLC sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $53,899,000Vanguard Dividend Appreciation ETF $44,958,630SPDR Portfolio S&P 500 Growth ETF $35,475,500Vanguard High Dividend Yield ETF $34,478,835Invesco QQQ $15,890,464 Largest New Holdings this Quarter 921946794 - Vanguard International High Dividend Yield ETF $1,473,442 Holding46434V738 - iShares Core MSCI Europe ETF $761,740 Holding691543102 - Oxford Lane Capital $462,088 Holding45784N742 - INNOVATOR ETFS TRUST $397,348 HoldingG8994E103 - Trane Technologies $256,396 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 15,962 shares (about $2.06M)Vanguard International High Dividend Yield ETF 19,995 shares (about $1.47M)Fidelity MSCI Financials Index ETF 18,439 shares (about $1.28M)iShares Core S&P 500 ETF 2,262 shares (about $1.27M)SPDR Portfolio S&P 500 Growth ETF 15,422 shares (about $1.24M) Largest Sales this Quarter Vanguard Materials ETF 4,706 shares (about $888.54K)Technology Select Sector SPDR Fund 4,245 shares (about $876.52K)SPDR S&P Aerospace & Defense ETF 4,066 shares (about $653.37K)Invesco KBW Property & Casualty Insurance ETF 3,256 shares (about $405.67K)Innovator U.S. Equity Power Buffer ETF - November 8,061 shares (about $300.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuska Wealth Management, 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$53,899,000$1,271,015 ▲2.4%95,92316.9%ETFVIGVanguard Dividend Appreciation ETF$44,958,630$952,105 ▲2.2%231,75714.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$35,475,500$1,239,467 ▲3.6%441,40211.1%ETFVYMVanguard High Dividend Yield ETF$34,478,835$2,058,457 ▲6.3%267,36110.8%ETFQQQInvesco QQQ$15,890,464$1,221,550 ▲8.3%33,8875.0%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$10,898,947$300,030 ▼-2.7%292,8253.4%ETFXLEEnergy Select Sector SPDR Fund$9,964,783$380,062 ▲4.0%106,6323.1%ETFXARSPDR S&P Aerospace & Defense ETF$9,363,115$653,368 ▼-6.5%58,2682.9%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$9,146,636$1,014,533 ▲12.5%296,7762.9%ETFFIDUFidelity MSCI Industrials Index ETF$9,106,314$137,556 ▲1.5%132,9972.9%ETFFLOTiShares Floating Rate Bond ETF$9,040,989$1,013,698 ▲12.6%177,1012.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$8,015,754$1,143,809 ▲16.6%134,9452.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,057,720$847,857 ▲16.3%74,0911.9%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,932,881$842,314 ▲16.5%75,2041.9%ETFXLKTechnology Select Sector SPDR Fund$5,928,732$876,518 ▼-12.9%28,7131.9%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$5,272,660$735,966 ▲16.2%83,6931.7%ManufacturingBNOVInnovator U.S. Equity Buffer ETF - November$5,191,740$243,156 ▼-4.5%135,9451.6%ETFVAWVanguard Materials ETF$5,124,310$888,541 ▼-14.8%27,1401.6%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$4,775,741$48,014 ▼-1.0%108,3181.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,686,236$674,217 ▲33.5%51,2930.8%ManufacturingFNCLFidelity MSCI Financials Index ETF$2,227,845$1,281,883 ▲135.5%32,0460.7%ETFKBWPInvesco KBW Property & Casualty Insurance ETF$1,871,841$405,665 ▼-17.8%15,0240.6%ETFVYMIVanguard International High Dividend Yield ETF$1,473,442$1,473,442 ▲New Holding19,9950.5%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$1,430,124$83,192 ▼-5.5%37,8540.4%ETFUNOVInnovator U.S. Equity Ultra Buffer ETF - November$1,426,477$44,101 ▼-3.0%42,0170.4%ManufacturingFSTAFidelity MSCI Consumer Staples Index ETF$1,355,763$48,062 ▼-3.4%26,5160.4%ETFBAUGInnovator U.S. Equity Buffer ETF - August$1,354,664$110,073 ▼-7.5%31,9120.4%ETFFHLCFidelity MSCI Health Care Index ETF$1,193,960$78,158 ▼-6.1%17,4760.4%ETFSCHDSchwab US Dividend Equity ETF$1,030,484$35,201 ▲3.5%36,8560.3%ETFFDTXFidelity Disruptive Technology ETF$999,682$169,542 ▼-14.5%31,7460.3%ETFVTVVanguard Value ETF$836,676$25,390 ▲3.1%4,8440.3%ETFUNHUnitedHealth Group$782,483$12,046 ▲1.6%1,4940.2%MedicalIEURiShares Core MSCI Europe ETF$761,740$761,740 ▲New Holding12,6640.2%ETFIVWiShares S&P 500 Growth ETF$747,748$25,621 ▲3.5%8,0550.2%ETFVOOVanguard S&P 500 ETF$570,445$2,056 ▼-0.4%1,1100.2%ETFWMWaste Management$561,419$41,441 ▼-6.9%2,4250.2%Business ServicesUAUGInnovator U.S. Equity Ultra Buffer ETF - August$556,724$48,745 ▼-8.1%16,0810.2%ETFGOFGuggenheim Strategic Opportunities Fund$484,170$108,197 ▲28.8%31,0960.2%Financial ServicesOXLCOxford Lane Capital$462,088$462,088 ▲New Holding97,9000.1%Financial ServicesPDIPIMCO Dynamic Income Fund$461,436$128,719 ▲38.7%23,3050.1%Financial ServicesVTIVanguard Total Stock Market ETF$438,560$21,433 ▲5.1%1,5960.1%ETFINNOVATOR ETFS TRUST$397,348$397,348 ▲New Holding15,4190.1%EQUITY DEFINED PPMARInnovator U.S. Equity Power Buffer ETF - March$383,494$16,613 ▼-4.2%9,6030.1%TransportationXOMExxon Mobil$381,883$833 ▼-0.2%3,2110.1%EnergyTAT&T$381,788$3,083 ▲0.8%13,5000.1%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$375,415$21,461 ▼-5.4%9,3410.1%ETFAAPLApple$369,725$3,555 ▼-1.0%1,6640.1%Computer and TechnologyPPHVanEck Pharmaceutical ETF$366,891$132,139 ▼-26.5%4,0260.1%ManufacturingPCEFInvesco CEF Income Composite ETF$362,572$70,535 ▲24.2%19,2350.1%ETFUJULInnovator U.S. Equity Ultra Buffer ETF - July$348,056$32,022 ▼-8.4%10,3800.1%ETFBMARInnovator U.S. Equity Buffer ETF - March$345,305$16,894 ▼-4.7%7,5830.1%ETFBJULInnovator U.S. Equity Buffer ETF - July$326,109$26,899 ▼-7.6%7,5530.1%ETFWECWEC Energy Group$312,5550.0%2,8680.1%UtilitiesKOCoca-Cola$305,6030.0%4,2670.1%Consumer StaplesXELXcel Energy$288,730$2,336 ▲0.8%4,0790.1%UtilitiesXLUUtilities Select Sector SPDR Fund$276,139$3,627 ▼-1.3%3,5020.1%ETFMSFTMicrosoft$264,908$10,881 ▼-3.9%7060.1%Computer and TechnologyTTTrane Technologies$256,396$256,396 ▲New Holding7610.1%ConstructionGSSTGoldman Sachs Ultra Short Bond ETF$249,162$16,931 ▼-6.4%4,9300.1%ETFNVDANVIDIA$225,105$5,853 ▲2.7%2,0770.1%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$214,030$998 ▼-0.5%3,6470.1%ETFCVXChevron$205,644$205,644 ▲New Holding1,2290.1%EnergyCORNERSTONE STRATEGIC INVEST$122,740$38,927 ▲46.4%16,5190.0%COMEVFEaton Vance Senior Income Trust$111,068$150,253 ▼-57.5%19,0190.0%Financial ServicesShowing largest 100 holdings. 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