$205 Million is the total value of Buck Wealth Strategies, LLC's 200 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGOV | New | ISHARES TR0-3 mnth treasry | $48,305,159 | – | 520,987 | +100.0% | 23.56% | – |
| AAPL | New | APPLE INC | $8,075,418 | – | 48,972 | +100.0% | 3.94% | – |
| AMZN | New | AMAZON COM INC | $6,267,431 | – | 60,678 | +100.0% | 3.06% | – |
| MSFT | New | MICROSOFT CORP | $5,809,843 | – | 20,152 | +100.0% | 2.83% | – |
| WM | New | WASTE MGMT INC DEL | $5,562,097 | – | 34,088 | +100.0% | 2.71% | – |
| PG | New | PROCTER AND GAMBLE CO | $5,524,787 | – | 37,156 | +100.0% | 2.70% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $5,426,801 | – | 52,316 | +100.0% | 2.65% | – |
| LMT | New | LOCKHEED MARTIN CORP | $5,354,884 | – | 11,328 | +100.0% | 2.61% | – |
| PGR | New | PROGRESSIVE CORP | $5,341,176 | – | 37,335 | +100.0% | 2.60% | – |
| ABBV | New | ABBVIE INC | $5,303,238 | – | 33,276 | +100.0% | 2.59% | – |
| DOX | New | AMDOCS LTD | $5,294,125 | – | 55,130 | +100.0% | 2.58% | – |
| WMT | New | WALMART INC | $5,243,673 | – | 35,562 | +100.0% | 2.56% | – |
| CSCO | New | CISCO SYS INC | $5,232,910 | – | 100,103 | +100.0% | 2.55% | – |
| NEE | New | NEXTERA ENERGY INC | $5,193,406 | – | 67,377 | +100.0% | 2.53% | – |
| JPM | New | JPMORGAN CHASE & CO | $5,162,052 | – | 39,614 | +100.0% | 2.52% | – |
| KO | New | COCA COLA CO | $5,155,596 | – | 83,115 | +100.0% | 2.52% | – |
| MRK | New | MERCK & CO INC | $5,101,897 | – | 47,955 | +100.0% | 2.49% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $5,094,217 | – | 130,990 | +100.0% | 2.48% | – |
| AMGN | New | AMGEN INC | $4,961,644 | – | 20,524 | +100.0% | 2.42% | – |
| XOM | New | EXXON MOBIL CORP | $4,899,797 | – | 44,682 | +100.0% | 2.39% | – |
| PFE | New | PFIZER INC | $4,858,946 | – | 119,092 | +100.0% | 2.37% | – |
| SPSB | New | SPDR SER TRportfolio short | $4,846,458 | – | 163,294 | +100.0% | 2.36% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $4,772,034 | – | 23,187 | +100.0% | 2.33% | – |
| T | New | AT&T INC | $4,747,349 | – | 246,616 | +100.0% | 2.32% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $4,530,459 | – | 9,586 | +100.0% | 2.21% | – |
| CVS | New | CVS HEALTH CORP | $4,486,603 | – | 60,377 | +100.0% | 2.19% | – |
| ALL | New | ALLSTATE CORP | $4,418,544 | – | 39,875 | +100.0% | 2.16% | – |
| GLD | New | SPDR GOLD TR | $3,954,620 | – | 21,584 | +100.0% | 1.93% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $3,881,088 | – | 77,069 | +100.0% | 1.89% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $3,743,716 | – | 68,840 | +100.0% | 1.83% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,762,049 | – | 39,009 | +100.0% | 0.86% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,692,952 | – | 41,189 | +100.0% | 0.83% | – |
| TSLA | New | TESLA INC | $581,743 | – | 2,804 | +100.0% | 0.28% | – |
| CVX | New | CHEVRON CORP NEW | $387,964 | – | 2,378 | +100.0% | 0.19% | – |
| BOH | New | BANK HAWAII CORP | $222,915 | – | 4,280 | +100.0% | 0.11% | – |
| EXEL | New | EXELIXIS INC | $194,100 | – | 10,000 | +100.0% | 0.10% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $178,829 | – | 700 | +100.0% | 0.09% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $175,039 | – | 14,859 | +100.0% | 0.08% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $169,745 | – | 368 | +100.0% | 0.08% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $140,934 | – | 6,460 | +100.0% | 0.07% | – |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $133,093 | – | 3,466 | +100.0% | 0.06% | – |
| SBUX | New | STARBUCKS CORP | $127,191 | – | 1,221 | +100.0% | 0.06% | – |
| MO | New | ALTRIA GROUP INC | $126,394 | – | 2,833 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $120,918 | – | 350 | +100.0% | 0.06% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $101,585 | – | 329 | +100.0% | 0.05% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $100,342 | – | 730 | +100.0% | 0.05% | – |
| NVO | New | NOVO-NORDISK A Sadr | $94,370 | – | 593 | +100.0% | 0.05% | – |
| DIS | New | DISNEY WALT CO | $72,622 | – | 725 | +100.0% | 0.04% | – |
| HCA | New | HCA HEALTHCARE INC | $59,328 | – | 225 | +100.0% | 0.03% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $58,611 | – | 143 | +100.0% | 0.03% | – |
| ESGE | New | ISHARES INCesg awr msci em | $58,993 | – | 1,248 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATION | $56,943 | – | 205 | +100.0% | 0.03% | – |
| MET | New | METLIFE INC | $54,647 | – | 943 | +100.0% | 0.03% | – |
| WPC | New | WP CAREY INC | $52,434 | – | 677 | +100.0% | 0.03% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $51,567 | – | 388 | +100.0% | 0.02% | – |
| IDCC | New | INTERDIGITAL INC | $52,124 | – | 715 | +100.0% | 0.02% | – |
| GOF | New | GUGGENHEIM STRATEGIC OPPORTU | $51,275 | – | 3,171 | +100.0% | 0.02% | – |
| FSK | New | FS KKR CAP CORP | $50,781 | – | 2,745 | +100.0% | 0.02% | – |
| MFC | New | MANULIFE FINL CORP | $50,056 | – | 2,726 | +100.0% | 0.02% | – |
| New | INVENTRUST PPTYS CORP | $49,959 | – | 2,135 | +100.0% | 0.02% | – | |
| HON | New | HONEYWELL INTL INC | $49,638 | – | 260 | +100.0% | 0.02% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $47,865 | – | 83 | +100.0% | 0.02% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $46,536 | – | 145 | +100.0% | 0.02% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $38,438 | – | 616 | +100.0% | 0.02% | – |
| New | PHILLIPS EDISON & CO INC | $39,960 | – | 1,225 | +100.0% | 0.02% | – | |
| NUAG | New | NUSHARES ETF TRnuveen enhnc yld | $36,911 | – | 1,756 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $37,761 | – | 542 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC | $36,196 | – | 123 | +100.0% | 0.02% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $33,896 | – | 1,192 | +100.0% | 0.02% | – |
| COST | New | COSTCO WHSL CORP NEW | $34,099 | – | 69 | +100.0% | 0.02% | – |
| SCHW | New | SCHWAB CHARLES CORP | $29,761 | – | 568 | +100.0% | 0.02% | – |
| A | New | AGILENT TECHNOLOGIES INC | $30,484 | – | 220 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $27,321 | – | 82 | +100.0% | 0.01% | – |
| JNJ | New | JOHNSON & JOHNSON | $25,130 | – | 162 | +100.0% | 0.01% | – |
| LOW | New | LOWES COS INC | $25,511 | – | 128 | +100.0% | 0.01% | – |
| DHR | New | DANAHER CORPORATION | $25,204 | – | 100 | +100.0% | 0.01% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $24,356 | – | 390 | +100.0% | 0.01% | – |
| FB | New | META PLATFORMS INCcl a | $21,618 | – | 102 | +100.0% | 0.01% | – |
| SLF | New | SUN LIFE FINANCIAL INC. | $22,229 | – | 476 | +100.0% | 0.01% | – |
| UNP | New | UNION PAC CORP | $23,244 | – | 115 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $20,977 | – | 1,665 | +100.0% | 0.01% | – |
| EXPI | New | EXP WORLD HLDGS INC | $20,177 | – | 1,590 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $19,855 | – | 240 | +100.0% | 0.01% | – |
| DOCU | New | DOCUSIGN INC | $17,490 | – | 300 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $19,098 | – | 46 | +100.0% | 0.01% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $18,890 | – | 179 | +100.0% | 0.01% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $18,590 | – | 500 | +100.0% | 0.01% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $17,714 | – | 87 | +100.0% | 0.01% | – |
| BLL | New | BALL CORP | $18,297 | – | 332 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $16,099 | – | 212 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $17,001 | – | 70 | +100.0% | 0.01% | – |
| INTC | New | INTEL CORP | $16,170 | – | 495 | +100.0% | 0.01% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $16,471 | – | 102 | +100.0% | 0.01% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $15,919 | – | 225 | +100.0% | 0.01% | – |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $15,412 | – | 182 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $14,020 | – | 120 | +100.0% | 0.01% | – |
| TGT | New | TARGET CORP | $14,952 | – | 90 | +100.0% | 0.01% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $14,445 | – | 87 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE INC | $11,787 | – | 59 | +100.0% | 0.01% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $12,924 | – | 151 | +100.0% | 0.01% | – |
| CTAS | New | CINTAS CORP | $11,719 | – | 25 | +100.0% | 0.01% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $12,074 | – | 58 | +100.0% | 0.01% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $12,368 | – | 800 | +100.0% | 0.01% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $12,633 | – | 48 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $10,586 | – | 261 | +100.0% | 0.01% | – |
| New | ROBINHOOD MKTS INC | $9,710 | – | 1,000 | +100.0% | 0.01% | – | |
| New | GENERAL ELECTRIC CO | $9,751 | – | 102 | +100.0% | 0.01% | – | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $10,479 | – | 221 | +100.0% | 0.01% | – |
| FBCG | New | FIDELITY COVINGTON TRUSTblue chip grwth | $10,177 | – | 335 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $10,913 | – | 20 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC | $8,021 | – | 44 | +100.0% | 0.00% | – |
| BAC | New | BANK AMERICA CORP | $8,540 | – | 299 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $8,326 | – | 52 | +100.0% | 0.00% | – |
| New | VS TRUST2x long vix fut | $8,789 | – | 550 | +100.0% | 0.00% | – | |
| USDU | New | WISDOMTREE TRblmbg us bull | $8,838 | – | 339 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $8,996 | – | 200 | +100.0% | 0.00% | – |
| V | New | VISA INC | $8,681 | – | 39 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $7,859 | – | 181 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $7,024 | – | 400 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELEC CO | $5,459 | – | 63 | +100.0% | 0.00% | – |
| DSTL | New | ETF SER SOLUTIONSdistillate us | $6,041 | – | 140 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $6,795 | – | 70 | +100.0% | 0.00% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $5,205 | – | 57 | +100.0% | 0.00% | – |
| BX | New | BLACKSTONE INC | $5,885 | – | 67 | +100.0% | 0.00% | – |
| PTLC | New | PACER FDS TRtrendp us lar cp | $5,252 | – | 138 | +100.0% | 0.00% | – |
| AGL | New | AGILON HEALTH INC | $6,175 | – | 260 | +100.0% | 0.00% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $5,906 | – | 80 | +100.0% | 0.00% | – |
| NICE | New | NICE LTDsponsored adr | $6,180 | – | 27 | +100.0% | 0.00% | – |
| HQL | New | TEKLA LIFE SCIENCES INVSsh ben int | $6,547 | – | 470 | +100.0% | 0.00% | – |
| New | ARCHER AVIATION INC | $5,720 | – | 2,000 | +100.0% | 0.00% | – | |
| GPC | New | GENUINE PARTS CO | $4,872 | – | 29 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $3,577 | – | 10 | +100.0% | 0.00% | – |
| INFL | New | LISTED FD TRhorizon kinetics | $3,793 | – | 123 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $3,630 | – | 8 | +100.0% | 0.00% | – |
| MCD | New | MCDONALDS CORP | $3,915 | – | 14 | +100.0% | 0.00% | – |
| GSST | New | GOLDMAN SACHS ETF TRaces ultra shr | $3,495 | – | 70 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $4,450 | – | 51 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $4,240 | – | 37 | +100.0% | 0.00% | – |
| PM | New | PHILIP MORRIS INTL INC | $3,615 | – | 37 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $4,688 | – | 400 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $4,498 | – | 23 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $4,624 | – | 47 | +100.0% | 0.00% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $3,142 | – | 32 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $3,236 | – | 11 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $3,412 | – | 44 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $3,172 | – | 71 | +100.0% | 0.00% | – |
| VLY | New | VALLEY NATL BANCORP | $3,992 | – | 432 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $3,328 | – | 10 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $4,949 | – | 30 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $3,576 | – | 35 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $3,353 | – | 12 | +100.0% | 0.00% | – |
| New | WORLD GOLD TRspdr gld minis | $3,246 | – | 83 | +100.0% | 0.00% | – | |
| ZTS | New | ZOETIS INCcl a | $3,389 | – | 20 | +100.0% | 0.00% | – |
| ASTS | New | AST SPACEMOBILE INC | $5,080 | – | 1,000 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $3,259 | – | 11 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $3,898 | – | 65 | +100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO | $2,840 | – | 24 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $2,519 | – | 19 | +100.0% | 0.00% | – |
| CYTK | New | CYTOKINETICS INC | $2,006 | – | 57 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $2,491 | – | 14 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $3,012 | – | 14 | +100.0% | 0.00% | – |
| MMM | New | 3M CO | $1,387 | – | 13 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $1,813 | – | 53 | +100.0% | 0.00% | – |
| DOV | New | DOVER CORP | $2,529 | – | 17 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $2,987 | – | 127 | +100.0% | 0.00% | – |
| UL | New | UNILEVER PLCspon adr new | $2,060 | – | 40 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $2,510 | – | 35 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $2,352 | – | 12 | +100.0% | 0.00% | – |
| New | RUMBLE INC | $1,750 | – | 175 | +100.0% | 0.00% | – | |
| BA | New | BOEING CO | $2,124 | – | 10 | +100.0% | 0.00% | – |
| LCTU | New | BLACKROCK ETF TRUSTus carbon trans | $2,488 | – | 55 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INCcl a | $2,314 | – | 15 | +100.0% | 0.00% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $2,683 | – | 6 | +100.0% | 0.00% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,891 | – | 100 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $2,718 | – | 180 | +100.0% | 0.00% | – | |
| NVS | New | NOVARTIS AGsponsored adr | $2,778 | – | 30 | +100.0% | 0.00% | – |
| INVH | New | INVITATION HOMES INC | $1,967 | – | 63 | +100.0% | 0.00% | – |
| KMB | New | KIMBERLY-CLARK CORP | $2,550 | – | 19 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $2,508 | – | 13 | +100.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $2,707 | – | 33 | +100.0% | 0.00% | – | |
| GNRC | New | GENERAC HLDGS INC | $1,080 | – | 10 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $2,276 | – | 12 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $2,977 | – | 10 | +100.0% | 0.00% | – |
| MRNA | New | MODERNA INC | $1,536 | – | 10 | +100.0% | 0.00% | – |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $1,132 | – | 131 | +100.0% | 0.00% | – |
| KMI | New | KINDER MORGAN INC DEL | $1,033 | – | 59 | +100.0% | 0.00% | – |
| AGNG | New | GLOBAL X FDSaging population | $1,314 | – | 57 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $2,698 | – | 7 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $2,471 | – | 7 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC | $2,945 | – | 39 | +100.0% | 0.00% | – |
| ABT | New | ABBOTT LABS | $2,959 | – | 29 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $575 | – | 13 | +100.0% | 0.00% | – |
| MLP | New | MAUI LD & PINEAPPLE INC | $837 | – | 70 | +100.0% | 0.00% | – |
| U | New | UNITY SOFTWARE INC | $162 | – | 5 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC | $293 | – | 2 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $327 | – | 23 | +100.0% | 0.00% | – |
| PTRA | New | PROTERRA INC | $152 | – | 100 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $808 | – | 84 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SEsponsored ads | $883 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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 | 2024-01-23 |
| 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.