Buck Wealth Strategies, LLC Reduced Holdings in Q3 2025

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-171K
- 92.6%
$49.43 - $54.52 $8.48M - $9.35M
13.7K $741K
IVW
Ishares S&P 500 Growth ETF

ETFs
-63.7K
- 78.9%
$108.97 - $121.65 $6.95M - $7.75M
17K $2.06M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-161K
- 92.25%
$11.15 - $11.87 $1.8M - $1.92M
13.6K $157K
TIP
Ishares Tr Tips Bd ETF

ETFs
-6.7K
- 5.82%
$109.11 - $111.88 $731K - $750K
108K $12.1M
VNLA
Janus Henderson Short Duration

ETFs
-8.04K
- 2.43%
$48.99 - $49.29 $394K - $396K
323K $15.9M
CSCO
Cisco Systems, Inc.

Technology
-2.21K
- 1.15%
$66.2 - $71.79 $146K - $159K
190K $13M
T
At&T Inc.

Communication Services
-9.84K
- 18.97%
$26.94 - $29.62 $265K - $291K
42K $1.19M
EMN
Eastman Chemical CO

Basic Materials
-2.57K
- 19.7%
$58.79 - $81.56 $151K - $210K
10.5K $661K
DRI
Darden Restaurants Inc

Consumer Cyclical
-889
- 20.03%
$184.73 - $220.27 $164K - $196K
3.55K $675K
AVB
Avalonbay Communities Inc

Real Estate
-931
- 20.14%
$182.72 - $204.51 $170K - $190K
3.69K $713K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.32K
- 2.17%
$100.16 - $100.7 $233K - $234K
105K $10.6M
BMY
Bristol Myers Squibb CO

Healthcare
-4.07K
- 19.85%
$43.31 - $48.98 $176K - $199K
16.4K $741K
EPD
Enterprise Products Partners L.P.

Energy
-6.51K
- 20.19%
$30.74 - $32.14 $200K - $209K
25.7K $804K
PSA
Public Storage

Real Estate
-603
- 20.89%
$271.94 - $298.09 $164K - $180K
2.28K $659K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.28K
- 21.58%
$185.88 - $207.44 $237K - $265K
4.64K $932K
USB
Us Bancorp \De\

Financial Services
-4.71K
- 19.98%
$43.94 - $50.41 $207K - $237K
18.9K $911K
AEP
American Electric Power CO Inc

Utilities
-2.3K
- 18.25%
$103.26 - $115.0 $238K - $265K
10.3K $1.16M
MDT
Medtronic PLC

Healthcare
-2.54K
- 21.23%
$87.67 - $95.74 $223K - $243K
9.43K $898K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.33K
- 2.71%
$100.37 - $100.74 $133K - $134K
47.7K $4.81M
DUK
Duke Energy Corp

Utilities
-1.43K
- 17.64%
$116.31 - $125.93 $166K - $180K
6.66K $824K
CVX
Chevron Corp

Energy
-1.52K
- 15.14%
$145.57 - $161.83 $221K - $246K
8.51K $1.32M
HPQ
Hp Inc

Technology
-7.73K
- 20.17%
$24.45 - $29.35 $189K - $227K
30.6K $833K
GPC
Genuine Parts CO

Consumer Cyclical
-1.71K
- 20.87%
$122.23 - $142.77 $209K - $244K
6.48K $897K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.15K
- 21.65%
$191.41 - $220.25 $220K - $253K
4.16K $907K
MO
Altria Group, Inc.

Consumer Defensive
-1.94K
- 29.0%
$57.75 - $67.68 $112K - $131K
4.75K $314K
IBM
International Business Machines Corp

Technology
-46
- 2.56%
$234.77 - $292.47 $10.8K - $13.5K
1.75K $493K
KMI
Kinder Morgan, Inc.

Energy
-681
- 6.95%
$26.23 - $28.5 $17.9K - $19.4K
9.11K $257K
MMM
3 M CO

Industrials
-220
- 11.59%
$144.41 - $160.2 $31.8K - $35.2K
1.68K $260K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-595
- 11.68%
$53.62 - $55.95 $31.9K - $33.3K
4.5K $251K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-700
- 8.21%
$42.16 - $43.5 $29.5K - $30.5K
7.83K $340K
QJUN
First Tr ETF
-1.07K
- 10.68%
$29.51 - $31.11 $31.5K - $33.2K
8.92K $277K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-709
- 5.25%
$37.65 - $38.64 $26.7K - $27.4K
12.8K $494K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-315
- 4.97%
$42.75 - $43.37 $13.5K - $13.7K
6.02K $260K
XOM
Exxon Mobil Corp

Energy
-243
- 6.8%
$105.83 - $117.22 $25.7K - $28.5K
3.33K $375K
HYG
Ishares Tr

ETFs
-301
- 1.14%
$79.85 - $81.32 $24K - $24.5K
26K $2.11M
XLP
Consumer Staples Sector Spdr

ETFs
-121
- 2.36%
N/A
5.01K $380K
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 5.79%
$291.67 - $316.99 $13.1K - $14.3K
732 $222K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-112
- 1.72%
$85.01 - $90.35 $9.52K - $10.1K
6.39K $570K
First Tr Exchng Traded Fd Vi
-34
- 0.53%
N/A
6.37K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-5.97K
- 2.08%
N/A
281K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1
- 0.01%
N/A
8.85K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-11
- 0.12%
N/A
9.54K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-31
- 0.32%
$78.11 - $79.07 $2.42K - $2.45K
9.76K $770K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-58
- 0.44%
$25.21 - $25.99 $1.46K - $1.51K
13.1K $338K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-254
- 1.96%
$26.38 - $27.95 $6.7K - $7.1K
12.7K $347K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2
- 0.03%
$42.35 - $44.2 $84.7 - $88.4
5.78K $255K
DMAR
First Tr Ex Tr Viii Cboe Vest
-6
- 0.04%
$39.59 - $40.77 $238 - $245
13.7K $557K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-63
- 0.41%
$45.06 - $46.5 $2.84K - $2.93K
15.5K $718K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1
- 0.01%
$40.28 - $42.14 $40.3 - $42.1
11.4K $482K
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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