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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 2024-09-30, filed 2024-11-05, with 68 holding rows worth $317,755,883.

Accession
0001973259-24-000005
Filer
CIK 1973259
Filed
2024-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 68 entries on the cover page, a total value of $317,755,883 stated on the cover page (in dollars after the unit check, H1), rows summing to $317,755,883 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 ETF464287200SHS26,009$15,003,093dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS110,543$11,194,759dollars as filed
Apple Inc037833100COM47,200$10,998,054dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS102,811$10,355,110dollars as filed
ISHARES TR46428743220 YR TR BD ETF100,136$9,823,248dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF192,620$9,446,205dollars as filed
JPMorgan Chase & Co46625H100COM40,619$8,564,835dollars as filed
Waste Management, Inc.94106L109COM40,840$8,478,804dollars as filed
Amazon.com, Inc023135106COM45,467$8,471,866dollars as filed
Microsoft Corp594918104COM19,088$8,214,314dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS68,442$8,005,061dollars as filed
Cisco Systems,Inc.17275R102COM148,067$7,880,078dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM47,144$7,819,044dollars as filed
Walmart Inc.931142103COM95,882$7,742,498dollars as filed
Vanguard Mid-Cap ETF922908629SHS29,001$7,651,106dollars as filed
Coca-Cola Company191216100COM103,705$7,452,267dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD148,068$7,370,888dollars as filed
Lockheed Martin Corporation539830109COM12,326$7,206,715dollars as filed
Verizon Communications Inc92343V104COM160,363$7,201,878dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF236,408$7,158,451dollars as filed
UnitedHealth Group Inc91324P102COM12,176$7,120,064dollars as filed
iShares TIPS Bond ETF464287176SHS63,657$7,032,228dollars as filed
Intuit Inc.461202103COM11,001$6,830,370dollars as filed
KROGER CO COM501044101Stock116,520$6,676,693dollars as filed
WATSCO INC COM942622200Stock13,477$6,628,924dollars as filed
Amgen Inc.031162100COM20,337$6,552,816dollars as filed
Procter & Gamble Co742718109COM37,176$6,438,988dollars as filed
SPDR GOLD TR78463V107GOLD SHS26,298$6,391,992dollars as filed
EXXON MOBIL CORP30231G102COM54,450$6,382,705dollars as filed
Visa Inc92826C839COM23,200$6,378,749dollars as filed
INVESCO QQQ TR46090E103COM12,876$6,285,471dollars as filed
iShares Core Dividend Growth ETF46434V621SHS98,493$6,174,439dollars as filed
Merck & Co.,Inc.58933Y105COM52,772$5,992,697dollars as filed
PHILLIPS 66 COM718546104Stock43,685$5,742,412dollars as filed
iShares S&P 500 Growth ETF464287309SHS59,876$5,733,113dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock65,797$5,282,802dollars as filed
Vanguard Small-Cap ETF922908751SHS21,705$5,148,487dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS47,079$4,769,846dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF87,444$4,436,932dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock54,410$4,072,086dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A76,857$2,889,822dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS53,075$2,802,867dollars as filed
VWO922042858SHS58,556$2,801,891dollars as filed
ISHARES TR4642874407-10 YR TRSY BD18,471$1,812,412dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS15,465$1,256,160dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM13,379$823,421dollars as filed
PACKAGING CORP AMER COM695156109Stock2,391$515,078dollars as filed
PUBLIC STORAGE COM74460D109REIT1,414$514,180dollars as filed
CONSOLIDATED EDISON INC209115104COM4,937$513,985dollars as filed
Southern Company842587107COM5,624$507,224dollars as filed
Caterpillar Inc.149123101COM1,272$497,790dollars as filed
ALLIANT ENERGY CORP COM018802108Stock8,032$487,477dollars as filed
McDonalds Corporation580135101COM1,564$476,051dollars as filed
Tesla Motors, Inc88160R101COM1,793$469,103dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,822$462,800dollars as filed
Eaton Corp. PlcG29183103COM1,390$460,442dollars as filed
PAYCHEX INC704326107COM3,345$448,827dollars as filed
KRAFT HEINZ CO COM500754106Stock12,050$423,082dollars as filed
DOW HLDGS INC COM260557103Stock7,692$420,243dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock4,301$412,357dollars as filed
BONDBLOXX ETF TRUST09789C788BLOOMBERG SIX MN8,167$411,944dollars as filed
United Parcel Service,Inc. Class B911312106COM2,974$405,604dollars as filed
USBANCORPDEL902973304COM NEW8,179$374,029dollars as filed
Intuitive Surgical,Inc.46120E602COM700$343,889dollars as filed
Netflix, Inc64110L106COM449$318,463dollars as filed
Costco Wholesale Corporation22160K105COM353$312,818dollars as filed
SPY78462F103SHS459$263,261dollars as filed
EXELIXIS INC COM30161Q104Stock8,500$220,575dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001973259-24-000005this filing2024-11-05acceptance time not in the bulk data set