Buska Wealth Management, LLC Top Holdings and 13F Report (2025) About Buska Wealth Management, LLCInvestment ActivityBuska Wealth Management, LLC has $312.45 million in total holdings as of December 31, 2024.Buska Wealth Management, LLC owns shares of 58 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 9.43% of the portfolio was purchased this quarter.About 1.88% of the portfolio was sold this quarter.This quarter, Buska Wealth Management, LLC has purchased 58 new stocks and bought additional shares in 28 stocks.Buska Wealth Management, LLC sold shares of 25 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $55,136,425Vanguard Dividend Appreciation ETF $44,423,834SPDR Portfolio S&P 500 Growth ETF $37,443,607Vanguard High Dividend Yield ETF $32,075,992Invesco QQQ $15,992,514 Largest New Holdings this Quarter Invesco KBW Property & Casualty Insurance ETF $2,121,594 HoldingFidelity MSCI Financials Index ETF $934,539 HoldingNVIDIA $271,669 Holding Largest Purchases this Quarter Vanguard High Dividend Yield ETF 31,038 shares (about $3.96M)iShares Core S&P 500 ETF 5,499 shares (about $3.24M)Vanguard Dividend Appreciation ETF 12,428 shares (about $2.43M)SPDR Portfolio S&P 500 Growth ETF 25,182 shares (about $2.21M)Invesco KBW Property & Casualty Insurance ETF 18,280 shares (about $2.12M) Largest Sales this Quarter Technology Select Sector SPDR Fund 2,959 shares (about $688.03K)Vanguard Materials ETF 2,974 shares (about $558.63K)Innovator Laddered Fund of U.S. Equity Power Buffer ETFs 12,016 shares (about $539.64K)First Trust Nasdaq Cybersecurity ETF 7,029 shares (about $445.99K)Innovator U.S. Equity Buffer ETF - August 9,208 shares (about $401.32K) 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$55,136,425$3,237,155 ▲6.2%93,66117.6%ETFVIGVanguard Dividend Appreciation ETF$44,423,834$2,433,775 ▲5.8%226,84914.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$37,443,607$2,213,496 ▲6.3%425,98012.0%ETFVYMVanguard High Dividend Yield ETF$32,075,992$3,960,138 ▲14.1%251,39910.3%ETFQQQInvesco QQQ$15,992,514$637,512 ▲4.2%31,2825.1%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$11,395,997$226,113 ▼-1.9%300,8863.6%ETFXARSPDR S&P Aerospace & Defense ETF$10,336,247$1,006,364 ▲10.8%62,3343.3%ETFFIDUFidelity MSCI Industrials Index ETF$9,209,740$1,005,711 ▲12.3%130,9882.9%ETFXLEEnergy Select Sector SPDR Fund$8,785,720$757,663 ▲9.4%102,5652.8%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$8,108,369$1,776,781 ▲28.1%263,8582.6%ETFFLOTiShares Floating Rate Bond ETF$8,000,582$1,800,085 ▲29.0%157,2442.6%ETFXLKTechnology Select Sector SPDR Fund$7,663,399$688,027 ▼-8.2%32,9582.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$6,709,948$1,882,734 ▲39.0%115,6892.1%ETFVAWVanguard Materials ETF$5,981,902$558,631 ▼-8.5%31,8461.9%ETFBNOVInnovator U.S. Equity Buffer ETF - November$5,588,592$22,070 ▼-0.4%142,3121.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,114,857$1,425,427 ▲38.6%63,7211.6%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,075,034$1,420,179 ▲38.9%64,5271.6%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$4,913,468$539,639 ▼-9.9%109,4071.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$4,569,098$445,990 ▼-8.9%72,0111.5%ManufacturingKBWPInvesco KBW Property & Casualty Insurance ETF$2,121,594$2,121,594 ▲New Holding18,2800.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,986,270$1,152,708 ▲138.3%38,4190.6%ManufacturingPAUGInnovator U.S. Equity Power Buffer ETF - August$1,542,156$323,939 ▼-17.4%40,0560.5%ETFBAUGInnovator U.S. Equity Buffer ETF - August$1,503,866$401,321 ▼-21.1%34,5050.5%ETFUNOVInnovator U.S. Equity Ultra Buffer ETF - November$1,499,600$17,656 ▲1.2%43,3160.5%ManufacturingFSTAFidelity MSCI Consumer Staples Index ETF$1,357,150$294,454 ▼-17.8%27,4560.4%ETFFDTXFidelity Disruptive Technology ETF$1,312,546$182,300 ▼-12.2%37,1300.4%ETFFHLCFidelity MSCI Health Care Index ETF$1,216,817$249,180 ▼-17.0%18,6200.4%ETFSCHDSchwab US Dividend Equity ETF$972,502$655,292 ▲206.6%35,5970.3%ETFFNCLFidelity MSCI Financials Index ETF$934,539$934,539 ▲New Holding13,6070.3%ETFVTVVanguard Value ETF$795,127$90,228 ▲12.8%4,6970.3%ETFIVWiShares S&P 500 Growth ETF$789,821$162,046 ▲25.8%7,7790.3%ETFUNHUnitedHealth Group$744,120$78,914 ▲11.9%1,4710.2%MedicalUAUGInnovator U.S. Equity Ultra Buffer ETF - August$621,022$20,524 ▼-3.2%17,4890.2%ETFVOOVanguard S&P 500 ETF$600,012$196,054 ▼-24.6%1,1140.2%ETFWMWaste Management$525,4190.0%2,6040.2%Business ServicesPPHVanEck Pharmaceutical ETF$472,505$193,109 ▼-29.0%5,4760.2%ManufacturingVTIVanguard Total Stock Market ETF$440,014$51,306 ▲13.2%1,5180.1%ETFAAPLApple$420,7690.0%1,6800.1%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$406,554$115,523 ▼-22.1%9,8750.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$402,664$59,441 ▼-12.9%10,0190.1%TransportationUJULInnovator U.S. Equity Ultra Buffer ETF - July$390,999$38,255 ▼-8.9%11,3350.1%ETFGOFGuggenheim Strategic Opportunities Fund$368,476$56,751 ▲18.2%24,1470.1%Financial ServicesBMARInnovator U.S. Equity Buffer ETF - March$367,002$49,370 ▼-11.9%7,9540.1%ETFBJULInnovator U.S. Equity Buffer ETF - July$364,303$117,498 ▼-24.4%8,1760.1%ETFXOMExxon Mobil$346,160$215 ▲0.1%3,2180.1%Oils/EnergyMSFTMicrosoft$310,009$52,301 ▲20.3%7350.1%Computer and TechnologyPDIPIMCO Dynamic Income Fund$308,180$115,357 ▲59.8%16,8040.1%Financial ServicesTAT&T$304,907$9,381 ▲3.2%13,3910.1%Computer and TechnologyPCEFInvesco CEF Income Composite ETF$296,842$63,783 ▲27.4%15,4930.1%ETFEVFEaton Vance Senior Income Trust$274,750$56,567 ▲25.9%44,7480.1%Financial ServicesXELXcel Energy$273,205$18,974 ▼-6.5%4,0460.1%UtilitiesNVDANVIDIA$271,669$271,669 ▲New Holding2,0230.1%Computer and TechnologyWECWEC Energy Group$269,707$66,674 ▼-19.8%2,8680.1%UtilitiesXLUUtilities Select Sector SPDR Fund$268,557$33,910 ▼-11.2%3,5480.1%ETFKOCoca-Cola$265,663$1,930 ▼-0.7%4,2670.1%Consumer StaplesGSSTGoldman Sachs Ultra Short Bond ETF$264,356$22,092 ▼-7.7%5,2650.1%ETFVGSHVanguard Short-Term Treasury Index ETF$213,184$9,542 ▼-4.3%3,6640.1%ETFCORNERSTONE STRATEGIC INVEST$96,895$8,925 ▲10.1%11,2800.0%COMRCMR1 RCM$0$425,100 ▼-100.0%00.0%Business ServicesMGKVanguard Mega Cap Growth ETF$0$351,607 ▼-100.0%00.0%ETFSRLNSPDR Blackstone Senior Loan ETF$0$208,758 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
