Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 25,673 | -3 | $12,262 |
IVV | 25,673 | -3 | $12,262 |
APPLE INC | 48,134 | -201 | $9,267 |
AAPL | 48,134 | -201 | $9,267 |
ISHARES TR (SGOV) | 91,813 | +33,206 | $9,206 |
SGOV | 91,813 | +33,206 | $9,206 |
ISHARES TR (AGG) | 89,792 | +19,073 | $8,912 |
AGG | 89,792 | +19,073 | $8,912 |
JANUS DETROIT STR TR | 178,070 | +96,350 | $8,604 |
VNLA | 178,070 | +96,350 | $8,604 |
MERCK CO INC | 74,102 | +17,676 | $8,079 |
MRK | 74,102 | +17,676 | $8,079 |
AMAZON COM INC | 53,118 | -2,097 | $8,071 |
AMZN | 53,118 | -2,097 | $8,071 |
JPMORGAN CHASE CO | 47,015 | +4,934 | $7,997 |
JPM | 47,015 | +4,934 | $7,997 |
VERIZON COMMUNICATIONS INC | 208,642 | +38,207 | $7,866 |
VZ | 208,642 | +38,207 | $7,866 |
WASTE MGMT INC DEL | 43,433 | +4,234 | $7,779 |
WM | 43,433 | +4,234 | $7,779 |
CISCO SYS INC | 152,775 | +38,015 | $7,718 |
CSCO | 152,775 | +38,015 | $7,718 |
COCA COLA CO | 128,396 | +29,097 | $7,566 |
KO | 128,396 | +29,097 | $7,566 |
MICROCHIP TECHNOLOGY INC | 83,671 | +13,865 | $7,545 |
MCHP | 83,671 | +13,865 | $7,545 |
ALPHABET INC | 53,506 | +6,897 | $7,474 |
GOOGL | 53,506 | +6,897 | $7,474 |
AMGEN INC | 25,899 | +2,977 | $7,460 |
AMGN | 25,899 | +2,977 | $7,460 |
INTUIT | 11,892 | +2,532 | $7,433 |
INTU | 11,892 | +2,532 | $7,433 |
VISA INC | 27,755 | +4,247 | $7,226 |
V | 27,755 | +4,247 | $7,226 |
ISHARES TR (STIP) | 73,225 | +2,238 | $7,219 |
STIP | 73,225 | +2,238 | $7,219 |
PGIM ETF TR (PULS) | 144,507 | +67,619 | $7,137 |
PULS | 144,507 | +67,619 | $7,137 |
WATSCO INC | 16,454 | +649 | $7,052 |
WSO | 16,454 | +649 | $7,052 |
MICROSOFT CORP | 18,673 | +342 | $7,022 |
MSFT | 18,673 | +342 | $7,022 |
PROCTER AND GAMBLE CO | 46,881 | +7,864 | $6,870 |
PG | 46,881 | +7,864 | $6,870 |
EXXON MOBIL CORP | 68,281 | +19,217 | $6,827 |
XOM | 68,281 | +19,217 | $6,827 |
ISHARES TR (IJR) | 62,735 | +1,922 | $6,791 |
IJR | 62,735 | +1,922 | $6,791 |
ISHARES TR (TLT) | 67,391 | +29,821 | $6,663 |
TLT | 67,391 | +29,821 | $6,663 |
UNITEDHEALTH GROUP INC | 12,251 | +1,527 | $6,451 |
UNH | 12,251 | +1,527 | $6,451 |
VANGUARD INDEX FDS (VO) | 26,952 | +772 | $6,270 |
VO | 26,952 | +772 | $6,270 |
WALMART INC | 36,116 | -662 | $5,693 |
WMT | 36,116 | -662 | $5,693 |
ISHARES TR (TIP) | 52,378 | +2,104 | $5,630 |
TIP | 52,378 | +2,104 | $5,630 |
SPDR SER TR (SPSB) | 186,698 | +7,589 | $5,560 |
SPSB | 186,698 | +7,589 | $5,560 |
LOCKHEED MARTIN CORP | 12,214 | -95 | $5,536 |
LMT | 12,214 | -95 | $5,536 |
ISHARES TR (DGRO) | 97,604 | +1,722 | $5,253 |
DGRO | 97,604 | +1,722 | $5,253 |
ISHARES TR (IVW) | 62,582 | -293 | $4,700 |
IVW | 62,582 | -293 | $4,700 |
INVESCO QQQ TR | 11,461 | +11,305 | $4,694 |
QQQ | 11,461 | +11,305 | $4,694 |
SPDR GOLD TR (GLD) | 24,395 | +286 | $4,664 |
GLD | 24,395 | +286 | $4,664 |
J P MORGAN EXCHANGE TRADED F (JPST) | 66,202 | +2,587 | $3,325 |
JPST | 66,202 | +2,587 | $3,325 |
VANGUARD TAX MANAGED FDS (VEA) | 49,286 | +1,240 | $2,361 |
VEA | 49,286 | +1,240 | $2,361 |
VANGUARD INTL EQUITY INDEX F (VWO) | 53,310 | +2,242 | $2,191 |
VWO | 53,310 | +2,242 | $2,191 |
PRUDENTIAL FINL INC | 6,195 | -269 | $642 |
PRU | 6,195 | -269 | $642 |
EATON CORP PLC | 2,560 | -125 | $616 |
ETN | 2,560 | -125 | $616 |
CATERPILLAR INC | 2,082 | -55 | $615 |
CAT | 2,082 | -55 | $615 |
MCDONALDS CORP | 2,063 | +65 | $612 |
MCD | 2,063 | +65 | $612 |
3M CO | 5,594 | -84 | $611 |
MMM | 5,594 | -84 | $611 |
PACKAGING CORP AMER | 3,663 | -344 | $597 |
PKG | 3,663 | -344 | $597 |
PFIZER INC | 20,471 | -148,364 | $589 |
PFE | 20,471 | -148,364 | $589 |
TESLA INC | 2,370 | -62 | $589 |
TSLA | 2,370 | -62 | $589 |
PAYCHEX INC | 4,724 | -154 | $563 |
PAYX | 4,724 | -154 | $563 |
LYONDELLBASELL INDUSTRIES N | 5,897 | -128 | $561 |
LYB | 5,897 | -128 | $561 |
SOUTHERN CO | 8,000 | -282 | $561 |
SO | 8,000 | -282 | $561 |
CONSOLIDATED EDISON INC | 6,123 | -213 | $557 |
ED | 6,123 | -213 | $557 |
See Full List: All Stocks Held By Buck Wealth Strategies LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Buck Wealth Strategies LLC
Size ($ in 1000's)
At 12/31/2023: $269,877 At 09/30/2023: $248,702 Buck Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buck Wealth Strategies LLC 13F filings. Link to 13F filings: SEC filings |