$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 | 7 | Q2 2024 | 24.0% |
| APPLE INC | 7 | Q2 2024 | 4.2% |
| WASTE MGMT INC DEL | 7 | Q2 2024 | 3.2% |
| MERCK CO INC | 7 | Q2 2024 | 3.1% |
| CISCO SYS INC | 7 | Q2 2024 | 2.9% |
| VERIZON COMMUNICATIONS INC | 7 | Q2 2024 | 3.0% |
| COCA COLA CO | 7 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 7 | Q2 2024 | 2.8% |
| JPMORGAN CHASE CO | 7 | Q2 2024 | 3.0% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 2.5% |
View Buck Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| N-PX | 2024-08-12 |
| 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.