Buck Wealth Strategies, LLC Purchases in Q3 2025

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 0.88%
$40.84 - $45.06 $93.9K - $104K
265K $11.6M
LLY
Eli Lilly & CO

Healthcare
324
New
$625.65 - $812.69 $203K - $263K
324 $247K
AMGN
Amgen Inc

Healthcare
387
+ 0.99%
$271.18 - $309.22 $105K - $120K
39.5K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
345
New
$567.77 - $614.76 $196K - $212K
345 $211K
BAC
Bank Of America Corp

Financial Services
3.96K
New
$44.92 - $52.42 $178K - $207K
3.96K $204K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.01K
New
$196.15 - $217.83 $198K - $220K
1.01K $203K
AVA
Avista Corp

Utilities
5.25K
+ 3.79%
$35.55 - $38.37 $187K - $201K
144K $5.44M
AWK
American Water Works Company, Inc.

Utilities
1.09K
+ 2.94%
$135.05 - $147.0 $147K - $160K
38.1K $5.31M
AVGO
Broadcom Inc.

Technology
264
+ 24.24%
$264.74 - $369.57 $69.9K - $97.6K
1.35K $446K
IEF
Ishares Barclays

ETFs
823
+ 3.86%
$93.91 - $97.26 $77.3K - $80K
22.2K $2.14M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
15.3K
New
$4.52 - $6.54 $69.3K - $100K
15.3K $74K
VB
Vanguard Small Cap ETF

ETFs
153
+ 8.97%
$237.58 - $259.17 $36.3K - $39.7K
1.86K $472K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
600
+ 4.68%
$44.4 - $46.72 $26.6K - $28K
13.4K $626K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
521
+ 23.82%
$91.44 - $91.77 $47.6K - $47.8K
2.71K $248K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50
+ 0.85%
$72.65 - $78.68 $3.63K - $3.93K
5.95K $466K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.67%
$303.93 - $329.86 $2.74K - $2.97K
1.35K $441K
SECT
Sector 10, Inc.

ETFs
9
+ 0.17%
$57.95 - $63.16 $522 - $568
5.45K $343K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
153
+ 1.92%
$39.8 - $42.86 $6.09K - $6.56K
8.12K $347K
XLE
Energy Sector Spdr

ETFs
12
+ 0.25%
$84.25 - $91.99 $1.01K - $1.1K
4.85K $433K
AWR
American States Water CO

Utilities
3.03K
+ 4.76%
$71.48 - $77.99 $216K - $236K
66.5K $4.88M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
18
+ 0.33%
$67.48 - $71.55 $1.21K - $1.29K
5.5K $389K
PULS
Pgim ETF Tr

ETFs
116
+ 2.33%
$49.58 - $49.83 $5.75K - $5.78K
5.09K $253K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14
+ 0.16%
$45.72 - $47.27 $640 - $662
8.56K $401K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11
+ 0.22%
$76.16 - $78.59 $838 - $864
4.93K $384K
BNDX
Vanguard Total International B

ETFs
98
+ 0.59%
$49.0 - $49.51 $4.8K - $4.85K
16.6K $820K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10
+ 0.03%
$50.82 - $51.09 $508 - $511
38.1K $1.95M
Celestica Inc
2.05K
+ 108.3%
N/A
3.94K $0
Lam Research Corp
1.75K
New
N/A
1.75K $0
First Tr Exchng Traded Fd Vi
6.23K
New
N/A
6.23K $0
Janus Detroit Str Tr
6.97K
+ 4.26%
N/A
171K $0
V
Visa Inc.

Financial Services
1.13K
+ 3.73%
$332.09 - $358.86 $375K - $406K
31.4K $10.7M
NFLX
Netflix Inc

Communication Services
40
+ 6.1%
$1147.87 - $1297.18 $45.9K - $51.9K
696 $834K
PG
Procter & Gamble CO

Consumer Defensive
1.9K
+ 2.98%
$150.47 - $161.22 $286K - $306K
65.7K $10.1M
WM
Waste Management Inc

Industrials
1.16K
+ 2.43%
$213.88 - $237.1 $248K - $275K
49K $10.8M
CALM
Cal Maine Foods Inc

Consumer Defensive
762
+ 1.3%
$94.1 - $119.16 $71.7K - $90.8K
59.5K $5.6M
KR
Kroger CO

Consumer Defensive
5.03K
+ 3.4%
$64.52 - $74.35 $324K - $374K
153K $10.3M
WSO
Watsco Inc

Industrials
1.21K
+ 5.65%
$381.94 - $489.97 $463K - $593K
22.7K $9.16M
KO
Coca Cola CO

Consumer Defensive
4.3K
+ 2.78%
$65.67 - $71.67 $282K - $308K
159K $10.5M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
10.2K
+ 5.75%
$20.56 - $31.65 $210K - $324K
188K $3.97M
INTU
Intuit Inc

Technology
87
+ 0.53%
$646.03 - $807.39 $56.2K - $70.2K
16.5K $11.3M
Activity Summary
Buys All Purchases 91 New Holdings 24 Increased Positions 67 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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