Buck Wealth Strategies, LLC Incresed Positions in Q1 2025

Buck Wealth Strategies, LLC

  • $529 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
233K
+ 131.3%
$95.85 - $99.25 $22.4M - $23.2M
411K $40.7M
IVV
Ishares Core S&P 500 ETF

ETFs
37.5K
+ 86.0%
$554.06 - $615.85 $20.8M - $23.1M
81.2K $45.6M
VEA
Vanguard Ftse Developed Market

ETFs
127K
+ 135.24%
$47.4 - $52.99 $6.03M - $6.75M
221K $11.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100K
+ 73.5%
$50.39 - $50.66 $5.04M - $5.07M
236K $12M
VO
Vanguard Mid Cap ETF

ETFs
16.3K
+ 31.22%
$251.87 - $277.95 $4.11M - $4.53M
68.5K $17.7M
AMGN
Amgen Inc

Healthcare
5.71K
+ 20.4%
$258.59 - $327.36 $1.48M - $1.87M
33.7K $10.5M
VZ
Verizon Communications Inc

Communication Services
23.7K
+ 11.08%
$37.81 - $46.49 $896K - $1.1M
237K $10.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.1K
+ 38.62%
$42.5 - $46.71 $1.7M - $1.87M
144K $6.51M
UNH
Unitedhealth Group Inc

Healthcare
2.84K
+ 18.02%
$461.52 - $548.18 $1.31M - $1.56M
18.6K $9.73M
KR
Kroger CO

Consumer Defensive
9.46K
+ 6.18%
$58.36 - $67.72 $552K - $640K
162K $11M
WSO
Watsco Inc

Industrials
1.69K
+ 9.66%
$463.86 - $530.75 $782K - $895K
19.1K $9.73M
CVX
Chevron Corp

Energy
8.19K
+ 392.95%
$146.71 - $167.97 $1.2M - $1.38M
10.3K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 255.22%
$551.42 - $612.93 $1.24M - $1.38M
3.13K $1.75M
AWK
American Water Works Company, Inc.

Utilities
3.12K
+ 10.04%
$121.01 - $149.31 $377K - $466K
34.2K $5.04M
PG
Procter & Gamble CO

Consumer Defensive
5.8K
+ 11.39%
$158.56 - $176.26 $920K - $1.02M
56.7K $9.67M
AVA
Avista Corp

Utilities
11.3K
+ 9.81%
$35.2 - $41.87 $398K - $474K
127K $5.3M
LMT
Lockheed Martin Corp

Industrials
3.83K
+ 23.45%
$423.19 - $506.29 $1.62M - $1.94M
20.2K $9.01M
OTTR
Otter Tail Corp

Utilities
5.46K
+ 10.13%
$72.43 - $83.38 $396K - $455K
59.4K $4.77M
CSCO
Cisco Systems, Inc.

Technology
4.61K
+ 2.68%
$58.74 - $64.87 $271K - $299K
177K $10.9M
INTU
Intuit Inc

Technology
1.32K
+ 9.4%
$555.63 - $630.23 $733K - $832K
15.4K $9.43M
DOW
Dow Inc.

Basic Materials
18.9K
+ 130.14%
$34.36 - $41.92 $649K - $792K
33.4K $1.17M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.34K
+ 102.76%
$69.82 - $78.67 $582K - $656K
16.4K $1.16M
AWR
American States Water CO

Utilities
5.8K
+ 11.4%
$70.84 - $80.98 $411K - $470K
56.7K $4.46M
MSFT
Microsoft Corp

Technology
4.47K
+ 16.79%
$375.39 - $447.2 $1.68M - $2M
31.1K $11.7M
UPS
United Parcel Service Inc

Industrials
4.68K
+ 87.48%
$109.66 - $136.26 $513K - $638K
10K $1.1M
PSA
Public Storage

Real Estate
1.01K
+ 41.65%
$288.99 - $313.98 $290K - $316K
3.42K $1.02M
META
Meta Platforms, Inc.

Communication Services
519
+ 142.58%
$576.36 - $736.67 $299K - $382K
883 $508K
USB
Us Bancorp \De\

Financial Services
8.68K
+ 63.19%
$40.92 - $50.9 $355K - $442K
22.4K $946K
CAT
Caterpillar Inc

Industrials
973
+ 45.81%
$326.75 - $407.63 $318K - $397K
3.1K $1.02M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
29.3K
+ 27.28%
$27.8 - $39.18 $814K - $1.15M
137K $3.8M
NFLX
Netflix Inc

Communication Services
124
+ 24.75%
$828.4 - $1058.6 $103K - $131K
625 $582K
XOM
Exxon Mobil Corp

Energy
813
+ 29.91%
$105.44 - $118.93 $85.7K - $96.7K
3.53K $419K
HD
Home Depot, Inc.

Consumer Cyclical
416
+ 32.25%
$347.25 - $424.87 $144K - $177K
1.71K $625K
PKG
Packaging Corp Of America

Consumer Cyclical
1.06K
+ 27.87%
$192.03 - $242.13 $204K - $258K
4.88K $966K
IBM
International Business Machines Corp

Technology
26
+ 1.53%
$217.4 - $264.74 $5.65K - $6.88K
1.73K $429K
NVDA
Nvidia Corp

Technology
248
+ 7.57%
$106.98 - $149.43 $26.5K - $37.1K
3.52K $381K
AAPL
Apple Inc.

Technology
6.81K
+ 11.38%
$209.68 - $247.1 $1.43M - $1.68M
66.7K $14.8M
SRE
Sempra Energy

Utilities
7.01K
+ 13.74%
$67.85 - $87.67 $476K - $615K
58.1K $4.14M
MRK
Merck & Co., Inc.

Healthcare
4.99K
+ 5.57%
$83.01 - $101.02 $414K - $504K
94.5K $8.48M
AMZN
Amazon Com Inc

Consumer Cyclical
3.62K
+ 6.29%
$190.26 - $242.06 $689K - $877K
61.2K $11.7M
GOOGL
Alphabet Inc.

Communication Services
5.58K
+ 8.87%
$154.33 - $206.19 $861K - $1.15M
68.5K $10.6M
Activity Summary
Buys All Purchases 101 New Holdings 59 Increased Positions 42 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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