Buck Wealth Strategies, LLC Purchases and Sells in Q1 2025

Buck Wealth Strategies, LLC

$529 Million
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	233K + 131.3%	$95.85 - $99.25 $22.4M - $23.2M	411K $40.7M
IVV	37.5K + 86.0%	$554.06 - $615.85 $20.8M - $23.1M	81.2K $45.6M
VEA	127K + 135.24%	$47.4 - $52.99 $6.03M - $6.75M	221K $11.3M
JPST	100K + 73.5%	$50.39 - $50.66 $5.04M - $5.07M	236K $12M
VO	16.3K + 31.22%	$251.87 - $277.95 $4.11M - $4.53M	68.5K $17.7M
AMGN	5.71K + 20.4%	$258.59 - $327.36 $1.48M - $1.87M	33.7K $10.5M

New Holdings

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	314K New	$89.27 - $92.9 $28.1M - $29.2M	314K $29.1M
MINT	89.3K New	$100.32 - $100.76 $8.95M - $8.99M	89.3K $8.98M
MGA	256K New	$33.99 - $41.85 $8.7M - $10.7M	256K $8.7M
GLDM	131K New	$52.19 - $61.89 $6.82M - $8.08M	131K $8.08M
AGGH	296K New	$20.11 - $21.21 $5.96M - $6.28M	296K $6.26M
SPYG	23.8K New	$80.05 - $92.39 $1.91M - $2.2M	23.8K $1.91M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-215K - 96.59%	$85.29 - $92.57 $18.3M - $19.9M	7.58K $690K
SGOV	-115K - 73.32%	$100.34 - $100.68 $11.5M - $11.5M	41.7K $4.2M
PULS	-221K - 97.81%	$49.56 - $49.78 $10.9M - $11M	4.94K $245K
QQQ	-18K - 82.94%	$468.34 - $539.52 $8.42M - $9.7M	3.7K $1.73M
GLD	-38.7K - 92.65%	$243.19 - $288.14 $9.42M - $11.2M	3.07K $884K
VB	-36.3K - 93.97%	$217.89 - $252.64 $7.91M - $9.17M	2.33K $516K

Activity Summary All Purchases 101 New Holdings 59 Increased Positions 42 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.