Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q3 2023 | 24.0% |
APPLE INC | 4 | Q3 2023 | 4.2% |
AMAZON COM INC | 4 | Q3 2023 | 3.5% |
WASTE MGMT INC DEL | 4 | Q3 2023 | 2.7% |
MICROSOFT CORP | 4 | Q3 2023 | 2.8% |
JPMORGAN CHASE CO | 4 | Q3 2023 | 2.6% |
ALPHABET INC | 4 | Q3 2023 | 2.6% |
CISCO SYS INC | 4 | Q3 2023 | 2.6% |
WALMART INC | 4 | Q3 2023 | 2.6% |
PROCTER AND GAMBLE CO | 4 | Q3 2023 | 2.7% |
View Buck Wealth Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-23 |
13F-HR | 2023-11-06 |
13F-HR | 2023-11-06 |
13F-HR | 2023-11-06 |
13F-HR | 2023-10-30 |
View Buck Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.