Buck Wealth Strategies, LLC Purchases and Sells in Q3 2025

Buck Wealth Strategies, LLC

$703 Million
Q3 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.28K + 9.95%	$620.67 - $670.08 $5.76M - $6.22M	103K $68.6M
SPYG	80.3K + 340.01%	$94.33 - $105.31 $7.57M - $8.45M	104K $10.9M
BOND	39.2K + 10.47%	$90.83 - $93.81 $3.56M - $3.68M	414K $38.6M
AAPL	702 + 0.92%	$202.38 - $256.87 $142K - $180K	77.4K $19.7M
VO	8.58K + 10.74%	$279.83 - $293.74 $2.4M - $2.52M	88.5K $26M
VEA	44.3K + 16.46%	$56.02 - $60.3 $2.48M - $2.67M	313K $18.8M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVEM	149K New	$68.33 - $75.41 $10.2M - $11.3M	149K $11.2M
AVIG	161K New	$41.02 - $42.32 $6.59M - $6.8M	161K $6.76M
BND	61.6K New	$72.57 - $74.72 $4.47M - $4.6M	61.6K $4.58M
SDY	14.9K New	$136.48 - $142.97 $2.03M - $2.13M	14.9K $2.09M
BWX	84.4K New	$22.58 - $23.5 $1.91M - $1.98M	84.4K $1.94M
EFA	18.6K New	$87.29 - $93.61 $1.62M - $1.74M	18.6K $1.74M

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	-171K - 92.6%	$49.43 - $54.52 $8.48M - $9.35M	13.7K $741K
IVW	-63.7K - 78.9%	$108.97 - $121.65 $6.95M - $7.75M	17K $2.06M
PGX	-161K - 92.25%	$11.15 - $11.87 $1.8M - $1.92M	13.6K $157K
TIP	-6.7K - 5.82%	$109.11 - $111.88 $731K - $750K	108K $12.1M
VNLA	-8.04K - 2.43%	$48.99 - $49.29 $394K - $396K	323K $15.9M
CSCO	-2.21K - 1.15%	$66.2 - $71.79 $146K - $159K	190K $13M

Activity Summary All Purchases 91 New Holdings 24 Increased Positions 67 All Sells 67 Reductions 67 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.