Buck Wealth Strategies, LLC
CIK 1973259 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- IVV4.43%
- AAPL3.33%
- AMZN2.82%
- STIP2.77%
- AGG2.67%
- CSCO2.48%
- AMGN2.48%
- JPM2.45%
- GOOGL2.45%
- WM2.40%
Share classes counted separately28.28%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE SP500 ETF View history and evidence | $11.03M | 4.43% | 25.68K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $8.28M | 3.33% | 48.34K shares | — | ↗▾ | |
| 03 | AMZNAMAZON.COM INC View history and evidence | $7.02M | 2.82% | 55.22K shares | — | ↗▾ | |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0 5 YR TIPS ETF View history and evidence | $6.88M | 2.77% | 70.99K shares | — | ↗▾ | |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $6.65M | 2.67% | 70.72K shares | — | ↗▾ | |
| 06 | CSCOCISCO SYSTEMS INC View history and evidence | $6.17M | 2.48% | 114.76K shares | — | ↗▾ | |
| 07 | AMGNAMGEN INC View history and evidence | $6.16M | 2.48% | 22.92K shares | — | ↗▾ | |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $6.10M | 2.45% | 42.08K shares | — | ↗▾ | |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $6.10M | 2.45% | 46.61K shares | — | ↗▾ | |
| 10 | WMWASTE MANAGEMENT INC View history and evidence | $5.98M | 2.40% | 39.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CI THE CIGNA GROUP | Non-derivative | — | — | SEC filing ↗ | |
| FDX FEDEX CORP | Non-derivative | — | — | SEC filing ↗ | |
| WPC WP CAREY INC | Non-derivative | — | — | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1973259 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 248725352
}Research all 369 reported holdings.
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