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Disclosery

13F-HR filed by Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-15, with 68 holding rows worth $338,797,682.

Accession
0001764581-24-000005
Filer
CIK 1973259
Filed
2024-08-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 68 entries on the cover page, a total value of $338,797,682 stated on the cover page (in dollars after the unit check, H1), rows summing to $338,797,682 with VALUE read as dollars as filed, 13F file number 028-23413. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS27,490$15,043,222dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS119,405$12,025,306dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS118,226$11,476,169dollars as filed
Apple Inc037833100COM52,967$11,155,912dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF228,790$11,105,463dollars as filed
Waste Management, Inc.94106L109COM46,890$10,003,300dollars as filed
Amazon.com, Inc023135106COM51,010$9,857,683dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM52,458$9,555,485dollars as filed
Microsoft Corp594918104COM21,162$9,458,586dollars as filed
ISHARES TR46428743220 YR TR BD ETF101,808$9,344,013dollars as filed
JPMorgan Chase & Co46625H100COM45,589$9,220,594dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD178,342$8,863,625dollars as filed
Intuit Inc.461202103COM12,626$8,298,986dollars as filed
Cisco Systems,Inc.17275R102COM170,121$8,082,449dollars as filed
Coca-Cola Company191216100COM120,305$7,657,468dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS71,603$7,637,144dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF254,300$7,552,723dollars as filed
Walmart Inc.931142103COM109,885$7,440,244dollars as filed
Merck & Co.,Inc.58933Y105COM59,853$7,409,958dollars as filed
Vanguard Mid-Cap ETF922908629SHS30,318$7,339,622dollars as filed
Verizon Communications Inc92343V104COM177,603$7,324,296dollars as filed
iShares TIPS Bond ETF464287176SHS68,057$7,267,112dollars as filed
Amgen Inc.031162100COM22,943$7,169,336dollars as filed
UnitedHealth Group Inc91324P102COM13,965$7,112,480dollars as filed
EXXON MOBIL CORP30231G102COM60,816$7,001,025dollars as filed
WATSCO INC COM942622200Stock15,086$6,989,034dollars as filed
Procter & Gamble Co742718109COM41,784$6,890,923dollars as filed
PHILLIPS 66 COM718546104Stock48,363$6,827,405dollars as filed
Visa Inc92826C839COM25,951$6,812,303dollars as filed
Lockheed Martin Corporation539830109COM14,151$6,610,668dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock71,675$6,558,273dollars as filed
KROGER CO COM501044101Stock130,653$6,523,504dollars as filed
INVESCO QQQ TR46090E103COM13,605$6,518,124dollars as filed
SPDR GOLD TR78463V107GOLD SHS28,213$6,066,150dollars as filed
iShares Core Dividend Growth ETF46434V621SHS103,545$5,965,225dollars as filed
iShares S&P 500 Growth ETF464287309SHS62,613$5,794,230dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS50,934$5,067,377dollars as filed
Vanguard Small-Cap ETF922908751SHS22,831$4,977,978dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF93,808$4,734,439dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock63,832$3,900,815dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A85,566$3,220,704dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS55,408$2,738,250dollars as filed
VWO922042858SHS61,123$2,674,639dollars as filed
ISHARES TR4642874407-10 YR TRSY BD18,866$1,766,705dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS15,683$1,189,706dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM13,547$781,365dollars as filed
PACKAGING CORP AMER COM695156109Stock3,791$691,917dollars as filed
PRUDENTIAL FINL INC COM744320102Stock5,846$685,097dollars as filed
Eaton Corp. PlcG29183103COM2,156$676,228dollars as filed
Southern Company842587107COM8,666$672,270dollars as filed
Caterpillar Inc.149123101COM1,985$661,187dollars as filed
CONSOLIDATED EDISON INC209115104COM7,244$647,616dollars as filed
PUBLIC STORAGE COM74460D109REIT2,191$630,410dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock6,493$621,061dollars as filed
ALLIANT ENERGY CORP COM018802108Stock12,178$619,875dollars as filed
DOW HLDGS INC COM260557103Stock11,587$614,689dollars as filed
United Parcel Service,Inc. Class B911312106COM4,470$611,761dollars as filed
McDonalds Corporation580135101COM2,388$608,333dollars as filed
PAYCHEX INC704326107COM5,109$605,702dollars as filed
KRAFT HEINZ CO COM500754106Stock18,438$594,048dollars as filed
USBANCORPDEL902973304COM NEW12,948$514,018dollars as filed
BONDBLOXX ETF TRUST09789C788BLOOMBERG SIX MN8,720$438,441dollars as filed
Tesla Motors, Inc88160R101COM1,802$356,580dollars as filed
NOVO-NORDISK A S ADR670100205ADR2,393$341,577dollars as filed
Intuitive Surgical,Inc.46120E602COM700$311,395dollars as filed
Netflix, Inc64110L106COM455$307,071dollars as filed
Costco Wholesale Corporation22160K105COM352$299,552dollars as filed
SPY78462F103SHS512$278,836dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001764581-24-000005this filing2024-08-15acceptance time not in the bulk data set