BW
| |
Buck Wealth Strategies, LLC13F | |
| Buck Wealth Strategies, LLC | |
| Last update 2025-04-22 | 124 Stocks (59 new) |
| Value $550.00 Mil | Turnover 37 % |
Buck Wealth Strategies, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 81,193 | 45,622.2 | +86.00% | 8.290 | +3.83% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 410,943 | 40,650.5 | +131.30% | 7.390 | +4.19% | 0.030 | +0.07% | +3.61% | 128,257.8 | ||
BOND | PIMCO Active Bond ETF | 314,485 | 29,080.4 | New Holding | 5.280 | +5.28% | 0.530 | -0.30% | +3.75% | 5,623.3 | ||
VO | Vanguard Mid-Cap ETF | 68,548 | 17,728.0 | +31.22% | 3.220 | +0.77% | 0.020 | +14.26% | +8.28% | 76,168.6 | ||
AAPL | Apple Inc | 66,685 | 14,812.7 | +11.38% | 2.690 | +0.27% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 277,514 | 13,639.8 | -4.48% | 2.480 | -0.13% | 0.540 | +1.40% | +2.69% | 2,615.2 | ||
TIP | iShares TIPS Bond ETF | 109,616 | 12,177.2 | +9.04% | 2.210 | +0.18% | 0.080 | -0.38% | +4.42% | 13,954.8 | ||
JPST | JPMorgan Ultra-Short Income ETF | 236,137 | 11,955.6 | +73.50% | 2.170 | +0.92% | 0.040 | +1.11% | +2.54% | 31,756.9 | ||
MSFT | Microsoft Corp | 31,068 | 11,662.5 | +16.79% | 2.120 | +0.30% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 61,233 | 11,650.3 | +6.29% | 2.120 | +0.13% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical |
Buck Wealth Strategies, LLC's Historical Top Holdings Breakdowns
Buck Wealth Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BOND | PIMCO Active Bond ETF | 2025-03-31 | New Buy New Buy | +5.28% | 89.27 ($91.32) 92.9 | $91.45 | 0.14% | New holding | 314,485 | 314,485 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +4.19% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 131.3% | 410,943 | 233,274 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -3.90% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Reduce -96.59% | 7,583 | -214,957 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +3.83% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 86% | 81,193 | 37,542 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -2.39% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Reduce -73.32% | 41,703 | -114,603 | |
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -2.32% | 29.82 ($29.96) 30.1 | $30.04 | 0.27% | Sold Out | 0 | -374,470 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Reduce Reduce | -2.27% | 49.56 ($49.66) 49.78 | $49.60 | -0.12% | Reduce -97.81% | 4,942 | -220,825 | |
XONE |
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +2.10% | 49.51 ($49.61) 49.73 | $49.45 | -0.32% | New holding | 232,919 | 232,919 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -1.95% | 243.19 ($264.45) 288.14 | $307.14 | 16.14% | Reduce -92.65% | 3,071 | -38,738 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -1.91% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Reduce -82.94% | 3,697 | -17,978 |
Buck Wealth Strategies, LLC Total Holding History ($B)
Buck Wealth Strategies, LLC's Asset Allocation
Buck Wealth Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Buck Wealth Strategies, LLC's Hypothetical Growth since 2025-03-31
Buck Wealth Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Buck Wealth Strategies, LLC's Holdings Heat Map
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Buck Wealth Strategies, LLC's Holdings Bubble Chart
Buck Wealth Strategies, LLC News
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