Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $529 Million
  • Q1 2025

Buck Wealth Strategies, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $529 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.6M, Ishares Core U.S. Aggregate Bo with a value of $40.7M, Pimco Active Bond Exchange Tra with a value of $29.1M, Vanguard Mid Cap ETF with a value of $17.7M, and Apple Inc. with a value of $14.8M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $481M to 529M.

Buck Wealth Strategies, LLC is based out at Denver, CO

Below you can find more details about Buck Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $529 Million
ETFs: $261 Million
Technology: $48.5 Million
Consumer Defensive: $48 Million
Industrials: $34.8 Million
Healthcare: $30.8 Million
Utilities: $26.2 Million
Consumer Cyclical: $24.4 Million
Communication Services: $24 Million
Other: $30 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.6 Million 8.62% of portfolio
81,193
Q1 2025 Added 86.0%
$0
$40.7 Million 7.68% of portfolio
410,943
Q1 2025 Added 131.3%
$0
$29.1 Million 5.5% of portfolio
314,485
Q1 2025 New
$0
$17.7 Million 3.35% of portfolio
68,548
Q1 2025 Added 31.22%
$3.1T
$14.8 Million 2.8% of portfolio
66,685
Q1 2025 Added 11.38%
$0
$13.6 Million 2.58% of portfolio
277,514
Q1 2025 Reduced 4.48%
$0
$12.2 Million 2.3% of portfolio
109,616
Q1 2025 Added 9.04%
$0
$12 Million 2.26% of portfolio
236,137
Q1 2025 Added 73.5%
$2.68T
$11.7 Million 2.2% of portfolio
31,068
Q1 2025 Added 16.79%
$1.7T
$11.7 Million 2.2% of portfolio
61,233
Q1 2025 Added 6.29%
$0
$11.3 Million 2.13% of portfolio
221,430
Q1 2025 Added 135.24%
$51.8B
$11 Million 2.08% of portfolio
162,477
Q1 2025 Added 6.18%
$223B
$10.9 Million 2.06% of portfolio
176,624
Q1 2025 Added 2.68%
$180B
$10.8 Million 2.04% of portfolio
237,443
Q1 2025 Added 11.08%
$905B
$10.6 Million 2.0% of portfolio
68,486
Q1 2025 Added 8.87%
$146B
$10.5 Million 1.99% of portfolio
33,718
Q1 2025 Added 20.4%
$315B
$10.1 Million 1.91% of portfolio
141,205
Q1 2025 Reduced 1.33%
$672B
$9.94 Million 1.88% of portfolio
40,542
Q1 2025 Reduced 1.8%
$398B
$9.73 Million 1.84% of portfolio
18,584
Q1 2025 Added 18.02%
$16.4B
$9.73 Million 1.84% of portfolio
19,136
Q1 2025 Added 9.66%
$393B
$9.67 Million 1.83% of portfolio
56,735
Q1 2025 Added 11.39%
$523B
$9.58 Million 1.81% of portfolio
27,342
Q1 2025 Reduced 9.02%
$160B
$9.43 Million 1.78% of portfolio
15,356
Q1 2025 Added 9.4%
$251B
$9.24 Million 1.75% of portfolio
105,220
Q1 2025 Reduced 0.2%
$0
$8.98 Million 1.7% of portfolio
89,250
Q1 2025 New
$120B
$9.01 Million 1.7% of portfolio
20,171
Q1 2025 Added 23.45%
$9.32B
$8.7 Million 1.64% of portfolio
255,869
Q1 2025 New
$197B
$8.48 Million 1.6% of portfolio
94,473
Q1 2025 Added 5.57%
$9.82B
$8.08 Million 1.53% of portfolio
130,633
Q1 2025 New
$0
$7.64 Million 1.44% of portfolio
73,044
Q1 2025 Reduced 39.08%
$0
$7.14 Million 1.35% of portfolio
115,634
Q1 2025 Reduced 23.95%
$0
$6.51 Million 1.23% of portfolio
143,830
Q1 2025 Added 38.62%
$0
$6.26 Million 1.18% of portfolio
296,163
Q1 2025 New
$0
$6.11 Million 1.15% of portfolio
65,828
Q1 2025 Reduced 38.92%
$3.01B
$5.3 Million 1.0% of portfolio
126,618
Q1 2025 Added 9.81%
$26.7B
$5.04 Million 0.95% of portfolio
34,178
Q1 2025 Added 10.04%
$3.98B
$4.85 Million 0.92% of portfolio
53,309
Q1 2025 Reduced 7.0%
$3.23B
$4.77 Million 0.9% of portfolio
59,390
Q1 2025 Added 10.13%
$2.97B
$4.46 Million 0.84% of portfolio
56,702
Q1 2025 Added 11.4%
$0
$4.2 Million 0.79% of portfolio
41,703
Q1 2025 Reduced 73.32%
$22.1B
$4.14 Million 0.78% of portfolio
58,051
Q1 2025 Added 13.74%
$4.75B
$3.8 Million 0.72% of portfolio
136,579
Q1 2025 Added 27.28%
$0
$1.91 Million 0.36% of portfolio
23,824
Q1 2025 New
$0
$1.73 Million 0.33% of portfolio
3,697
Q1 2025 Reduced 82.94%
$0
$1.75 Million 0.33% of portfolio
3,133
Q1 2025 Added 255.22%
$262B
$1.72 Million 0.32% of portfolio
10,278
Q1 2025 Added 392.95%
$188B
$1.58 Million 0.3% of portfolio
55,759
Q1 2025 New
$54.2B
$1.45 Million 0.27% of portfolio
13,284
Q1 2025 New
$0
$1.37 Million 0.26% of portfolio
17,378
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $529 Million
  • Prior Value $481 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 59 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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