BW

Buska Wealth Management, LLC

13F
Buska Wealth Management, LLC
Last update 2025-04-10 64 Stocks (6 new)
Value $319.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(16.89%)VIG(14.09%)SPYG(11.12%)VYM(10.80%)QQQ(4.98%)
Summary Stock Picks Current Portfolio
Buska Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
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
95,923
53,899.0
+2.42%
16.890
+0.40%
0.010
-0.54%
+0.87%
582,413.7
 
VIG 		Vanguard Dividend Appreciation FTF
231,757
44,958.6
+2.16%
14.090
+0.30%
0.050
-2.61%
+1.02%
87,735.9
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
441,402
35,475.5
+3.62%
11.120
+0.39%
0.120
+2.39%
+2.03%
34,543.3
 
VYM 		Vanguard High Dividend Yield Indx ETF
267,361
34,478.8
+6.35%
10.800
+0.64%
0.050
-3.55%
+1.33%
59,948.5
 
QQQ 		INVESCO QQQ Trust
33,887
15,890.5
+8.33%
4.980
+0.38%
0.010
+2.16%
+1.55%
329,832.5
 
PNOV 		Innovator U.S. Equity Power Buffer ETF - November
292,825
10,899.0
-2.68%
3.420
-0.10%
1.420
+0.29%
+1.35%
645.9
 
XLE 		The Energy Select Sector SPDR Fund
106,632
9,964.8
+3.97%
3.120
+0.12%
0.030
-9.16%
-3.50%
26,588.8
 
XAR 		SPDR S&P Aerospace & Defense ETF
58,268
9,363.1
-6.52%
2.930
-0.22%
0.360
+14.89%
+15.19%
3,143.3
 
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF
296,776
9,146.6
+12.48%
2.870
+0.32%
0.320
+0.92%
+1.85%
2,754.4
 
FIDU 		Fidelity MSCI Industrials Index ETF
132,997
9,106.3
+1.53%
2.850
+0.04%
0.640
+4.37%
+6.51%
1,253.8
 

Buska Wealth Management, LLC's Historical Top Holdings Breakdowns

Buska Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31Add
+0.64%
●
126.11 ($130.91) 135.06
$128.44
-1.89%
Add 6.35%
267,361
15,962
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31New Buy
+0.46%
●
67.08 ($71.8) 76.14
$79.09
10.15%
New holding
19,995
19,995
FNCL 		Fidelity MSCI Financials Index ETF2025-03-31Add
+0.40%
●
66.3 ($70.89) 74.17
$71.14
0.35%
Add 135.51%
32,046
18,439
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.40%
●
554.06 ($590.51) 615.85
$591.97
0.25%
Add 2.42%
95,923
2,262
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Add
+0.39%
●
80.05 ($87.3) 92.39
$89.56
2.59%
Add 3.62%
441,402
15,422
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.38%
●
468.34 ($508.07) 539.52
$518.36
2.03%
Add 8.33%
33,887
2,605
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+0.36%
●
57.44 ($58.5) 59.4
$59.14
1.09%
Add 16.64%
134,945
19,256
FLOT 		iShares Floating Rate Bond ETF2025-03-31Add
+0.32%
●
50.87 ($50.99) 51.09
$50.97
-0.05%
Add 12.63%
177,101
19,857
XLK 		Technology Select Sector SPDR ETF2025-03-31Reduce
-0.32%
●
206.38 ($226.74) 242.18
$230.70
1.75%
Reduce -12.88%
28,713
-4,245
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2025-03-31Add
+0.32%
●
30.71 ($30.8) 30.87
$30.77
-0.08%
Add 12.48%
296,776
32,918

Buska Wealth Management, LLC Total Holding History ($B)

To

Buska Wealth Management, LLC's Asset Allocation

To

Buska Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Buska Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Buska Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Buska Wealth Management, LLC's Holdings Heat Map

Size field:

Buska Wealth Management, LLC's Holdings Bubble Chart

Buska Wealth Management, LLC News

  • 1

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