Buck Wealth Strategies, LLC New Holdings in Q2 2024

Buck Wealth Strategies, LLC

  • $338 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
51K
New
$173.67 - $197.85 $8.86M - $10.1M
51K $9.86M
GOOGL
Alphabet Inc.

Communication Services
52.5K
New
$150.53 - $185.41 $7.9M - $9.73M
52.5K $9.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71.6K
New
$102.13 - $110.88 $7.31M - $7.94M
71.6K $7.64M
SPSB
Spdr Portfolio Short Term Corp

ETFs
254K
New
$29.51 - $29.7 $7.5M - $7.55M
254K $7.55M
WMT
Walmart Inc.

Consumer Defensive
110K
New
$58.85 - $68.9 $6.47M - $7.57M
110K $7.44M
VO
Vanguard Mid Cap ETF

ETFs
30.3K
New
$234.99 - $248.98 $7.12M - $7.55M
30.3K $7.34M
AMGN
Amgen Inc

Healthcare
22.9K
New
$262.75 - $319.31 $6.03M - $7.33M
22.9K $7.17M
UNH
Unitedhealth Group Inc

Healthcare
14K
New
$439.2 - $524.63 $6.13M - $7.33M
14K $7.11M
WSO
Watsco Inc

Industrials
15.1K
New
$396.92 - $491.01 $5.99M - $7.41M
15.1K $6.99M
PG
Procter & Gamble CO

Consumer Defensive
41.8K
New
$155.33 - $168.56 $6.49M - $7.04M
41.8K $6.89M
V
Visa Inc.

Financial Services
26K
New
$262.47 - $281.5 $6.81M - $7.31M
26K $6.81M
LMT
Lockheed Martin Corp

Industrials
14.2K
New
$447.57 - $471.51 $6.33M - $6.67M
14.2K $6.61M
MCHP
Microchip Technology Inc

Technology
71.7K
New
$81.68 - $99.49 $5.85M - $7.13M
71.7K $6.56M
KR
Kroger CO

Consumer Defensive
131K
New
$49.37 - $57.82 $6.45M - $7.55M
131K $6.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.6K
New
$414.65 - $485.21 $5.64M - $6.6M
13.6K $6.52M
DGRO
Ishares Core Dividend Growth E

ETFs
104K
New
$55.23 - $58.55 $5.72M - $6.06M
104K $5.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
62.6K
New
$79.31 - $93.31 $4.97M - $5.84M
62.6K $5.79M
VB
Vanguard Small Cap ETF

ETFs
22.8K
New
$210.76 - $226.94 $4.81M - $5.18M
22.8K $4.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
93.8K
New
$50.22 - $50.48 $4.71M - $4.74M
93.8K $4.73M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
85.6K
New
$36.61 - $44.56 $3.13M - $3.81M
85.6K $3.22M
VEA
Vanguard Ftse Developed Market

ETFs
55.4K
New
$47.83 - $51.21 $2.65M - $2.84M
55.4K $2.74M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
61.1K
New
$40.83 - $44.89 $2.5M - $2.74M
61.1K $2.67M
IEF
Ishares Barclays

ETFs
18.9K
New
$91.24 - $94.6 $1.72M - $1.78M
18.9K $1.77M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
15.7K
New
$73.79 - $77.66 $1.16M - $1.22M
15.7K $1.19M
VGLT
Vanguard Long Term Treasury Et

ETFs
13.5K
New
$55.25 - $59.25 $748K - $803K
13.5K $781K
DOW
Dow Inc.

Basic Materials
11.6K
New
$52.96 - $59.99 $614K - $695K
11.6K $614K
KHC
Kraft Heinz CO

Consumer Defensive
18.4K
New
$32.22 - $38.65 $594K - $713K
18.4K $594K
TSLA
Tesla, Inc.

Consumer Cyclical
1.8K
New
$142.05 - $197.88 $256K - $357K
1.8K $356K
NVO
Novo Nordisk A S

Healthcare
2.39K
New
$122.71 - $146.91 $294K - $352K
2.39K $341K
ISRG
Intuitive Surgical Inc

Healthcare
700
New
$366.34 - $445.11 $256K - $312K
700 $311K
NFLX
Netflix Inc

Communication Services
455
New
$550.64 - $686.12 $251K - $312K
455 $307K
COST
Costco Wholesale Corp

Consumer Defensive
352
New
$704.88 - $870.75 $248K - $307K
352 $299K
SPY
Spdr S&P 500 ETF Trust

ETFs
512
New
$495.16 - $548.49 $254K - $281K
512 $278K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.72K
New
N/A
8.72K $0
Activity Summary
Buys All Purchases 48 New Holdings 35 Increased Positions 13 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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