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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 2024-12-31, filed 2025-01-27, with 79 holding rows worth $481,233,298.

Accession
0001986042-25-000003
Filer
CIK 1973259
Filed
2025-01-27
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 79 entries on the cover page, a total value of $481,233,298 stated on the cover page (in dollars after the unit check, H1), rows summing to $481,233,298 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 ETF464287200SHS43,651$25,696,253dollars as filed
ISHARES TR46428743220 YR TR BD ETF222,540$19,434,443dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS177,669$17,216,118dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS156,306$15,680,626dollars as filed
Apple Inc037833100COM59,873$14,993,439dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF290,531$14,209,895dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS119,910$13,816,074dollars as filed
Vanguard Mid-Cap ETF922908629SHS52,238$13,797,690dollars as filed
Amazon.com, Inc023135106COM57,610$12,639,049dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM62,907$11,908,269dollars as filed
Microsoft Corp594918104COM26,602$11,212,722dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD225,767$11,186,764dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF374,470$11,181,663dollars as filed
INVESCO QQQ TR46090E103COM21,675$11,080,994dollars as filed
iShares S&P 500 Growth ETF464287309SHS107,768$10,941,686dollars as filed
iShares TIPS Bond ETF464287176SHS100,532$10,711,682dollars as filed
Cisco Systems,Inc.17275R102COM172,015$10,183,287dollars as filed
SPDR GOLD TR78463V107GOLD SHS41,809$10,123,325dollars as filed
JPMorgan Chase & Co46625H100COM41,286$9,896,720dollars as filed
Walmart Inc.931142103COM105,429$9,525,539dollars as filed
Visa Inc92826C839COM30,052$9,497,511dollars as filed
KROGER CO COM501044101Stock153,022$9,357,274dollars as filed
iShares Core Dividend Growth ETF46434V621SHS152,044$9,326,386dollars as filed
Vanguard Small-Cap ETF922908751SHS38,627$9,281,386dollars as filed
Waste Management, Inc.94106L109COM44,341$8,947,553dollars as filed
Coca-Cola Company191216100COM143,114$8,910,258dollars as filed
Merck & Co.,Inc.58933Y105COM89,487$8,902,144dollars as filed
Intuit Inc.461202103COM14,036$8,821,728dollars as filed
Verizon Communications Inc92343V104COM213,753$8,547,995dollars as filed
Procter & Gamble Co742718109COM50,932$8,538,692dollars as filed
WATSCO INC COM942622200Stock17,450$8,269,194dollars as filed
UnitedHealth Group Inc91324P102COM15,747$7,965,686dollars as filed
Lockheed Martin Corporation539830109COM16,340$7,940,194dollars as filed
ISHARES TR4642874407-10 YR TRSY BD85,572$7,911,110dollars as filed
Amgen Inc.031162100COM28,006$7,299,550dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS71,514$7,194,289dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF136,105$6,855,601dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock117,245$6,724,000dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS79,157$5,919,391dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock57,324$5,899,747dollars as filed
VWO922042858SHS103,761$4,569,614dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS94,130$4,501,289dollars as filed
SEMPRA COM816851109Stock51,039$4,477,141dollars as filed
AVISTA CORP COM05379B107Stock115,309$4,223,751dollars as filed
OTTER TAIL CORP689648103COM53,929$3,982,115dollars as filed
AMER STATES WTR CO COM029899101Stock50,901$3,956,049dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock31,059$3,866,530dollars as filed
VANGUARD SCOTTSDALE FDS92206C847COM68,908$3,814,082dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A107,307$3,589,419dollars as filed
PACKAGING CORP AMER COM695156109Stock3,818$859,634dollars as filed
Tesla Motors, Inc88160R101COM2,047$826,660dollars as filed
PAYCHEX INC704326107COM5,777$810,107dollars as filed
ALLIANT ENERGY CORP COM018802108Stock13,584$803,330dollars as filed
Southern Company842587107COM9,421$775,517dollars as filed
Eaton Corp. PlcG29183103COM2,329$772,984dollars as filed
PRUDENTIAL FINL INC COM744320102Stock6,521$772,916dollars as filed
Caterpillar Inc.149123101COM2,124$770,354dollars as filed
McDonalds Corporation580135101COM2,641$765,554dollars as filed
CONSOLIDATED EDISON INC209115104COM8,367$746,629dollars as filed
PUBLIC STORAGE COM74460D109REIT2,413$722,682dollars as filed
United Parcel Service,Inc. Class B911312106COM5,352$674,842dollars as filed
KRAFT HEINZ CO COM500754106Stock21,920$673,162dollars as filed
USBANCORPDEL902973304COM NEW13,737$657,046dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock8,111$602,424dollars as filed
DOW HLDGS INC COM260557103Stock14,513$582,401dollars as filed
SPY78462F103SHS882$517,064dollars as filed
Home Depot, Inc437076102COM1,290$501,797dollars as filed
Netflix, Inc64110L106COM501$446,551dollars as filed
NVIDIA Corp67066G104COM3,274$439,717dollars as filed
International Business Machines Corporation459200101COM1,702$374,147dollars as filed
Intuitive Surgical,Inc.46120E602COM713$372,157dollars as filed
Berkshire Hathaway Inc084670702COM689$312,310dollars as filed
ISHARES INC464286525MSCI GBL MIN VOL2,825$308,484dollars as filed
Chevron Corporation166764100COM2,085$302,017dollars as filed
EXXON MOBIL CORP30231G102COM2,718$292,414dollars as filed
EXELIXIS INC COM30161Q104Stock8,500$283,050dollars as filed
ALLSTATE CORP COM020002101Stock1,468$282,941dollars as filed
Costco Wholesale Corporation22160K105COM268$245,616dollars as filed
META PLATFORMS INC CL A30303M102COM364$212,874dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001986042-25-000003this filing2025-01-27acceptance time not in the bulk data set