$214 Million is the total value of Buck Wealth Strategies, LLC's 294 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.