Latest Buck Wealth Strategies, LLC Stock Portfolio

Buck Wealth Strategies, LLC Performance:

2025 Q2: 2.39%YTD: 1%2024: 6.86%

Performance for 2025 Q2 is 2.39%, and YTD is 1%, and 2024 is 6.86%.

About Buck Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Buck Wealth Strategies, LLC reported an equity portfolio of $656.4 Millions as of 30 Jun, 2025.

The top stock holdings of Buck Wealth Strategies, LLC are IJR, IJR, BOND. The fund has invested 8.8% of it's portfolio in ISHARES TR and 6.6% of portfolio in ISHARES TR.

The fund managers got completely rid off DOW INC (DOW), LYONDELLBASELL INDUSTRIES N (LYB) and PRICE T ROWE GROUP INC (TROW) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), VANGUARD INDEX FDS (VB) and PUBLIC STORAGE OPER CO (PSA). Buck Wealth Strategies, LLC opened new stock positions in ENTERPRISE PRODS PARTNERS L (EPD), BRISTOL-MYERS SQUIBB CO (BMY) and AVALONBAY CMNTYS INC (AVB). The fund showed a lot of confidence in some stocks as they added substantially to JOHNSON & JOHNSON (JNJ), FIRST TR EXCHNG TRADED FD VI (AFLG) and FIRST TR EXCHNG TRADED FD VI (BUFD).

Buck Wealth Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buck Wealth Strategies, LLC made a return of 2.39% in the last quarter. In trailing 12 months, it's portfolio return was 4.04%.

New Buys

Ticker	$ Bought
enterprise prods partners l	999,204
bristol-myers squibb co	949,269
avalonbay cmntys inc	940,781
spdr series trust	429,031
vanguard index fds	406,157
first tr exchng traded fd vi	387,859
alphabet inc	373,337
uber technologies inc	360,231

New stocks bought by Buck Wealth Strategies, LLC

Additions

Ticker	% Inc.
johnson & johnson	332
first tr exchng traded fd vi	94.87
first tr exchng traded fd vi	77.34
first tr exchng traded fd vi	75.64
first tr exchng traded fd vi	75.27
nvidia corporation	73.45
first tr exchng traded fd vi	71.21
exelixis inc	70.91

Additions to existing portfolio by Buck Wealth Strategies, LLC

Reductions

Ticker	% Reduced
caterpillar inc	-55.96
vanguard index fds	-26.76
public storage oper co	-15.54
ishares tr	-14.28
ishares tr	-11.77
darden restaurants inc	-10.16
pnc finl svcs group inc	-9.58
kimberly-clark corp	-9.17

Buck Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
dow inc	-1,166,320
lyondellbasell industries n	-1,157,790
price t rowe group inc	-1,111,510
target corp	-1,062,180
united parcel service inc	-1,103,680
mckesson corp	-220,151

Buck Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Buck Wealth Strategies, LLC has about 54.6% of it's holdings in Others sector.

Sector	%
Others	54.6
Technology	9.6
Consumer Defensive	7.8
Industrials	5.6
Healthcare	5.1
Utilities	4.5
Financial Services	4.4
Communication Services	4.4
Consumer Cyclical	3

Market Cap. Distribution

Buck Wealth Strategies, LLC has about 41% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	54.6
MEGA-CAP	22.6
LARGE-CAP	18.4
MID-CAP	4

Stocks belong to which Index?

About 42.9% of the stocks held by Buck Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	57.1
S&P 500	39.4
RUSSELL 2000	3.5

Top 5 Winners (%)		%
NFLX	netflix inc	41.8 %
NVDA	nvidia corporation	33.8 %
MSFT	microsoft corp	30.0 %
INTU	intuit	27.5 %
META	meta platforms inc	24.1 %

Top 5 Winners ($)		$
IJR	ishares tr	5.2 M
MSFT	microsoft corp	4.0 M
INTU	intuit	2.8 M
JPM	jpmorgan chase & co.	2.1 M
AMZN	amazon com inc	1.9 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-32.0 %
CVX	chevron corp new	-14.5 %
EMN	eastman chem co	-12.9 %
WSO	watsco inc	-12.1 %
HPQ	hp inc	-10.3 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-3.9 M
WSO	watsco inc	-1.3 M
AMGN	amgen inc	-1.1 M
AAPL	apple inc	-1.1 M
MRK	merck & co inc	-1.0 M

Buck Wealth Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC has 153 stocks in it's portfolio. About 38.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Buck Wealth Strategies, LLC last quarter.

Last Reported on: 04 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	8.82	93,280	57,917,600	added	14.89
Historical Trend of ISHARES TR Position Held By Buck Wealth Strategies, LLC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	IJR	ishares tr	6.57	434,865	43,138,600	added	5.82

	BOND	pimco etf tr	5.26	374,586	34,529,300	added	19.11

	VB	vanguard index fds	3.41	79,889	22,355,300	added	16.54

	MSFT	microsoft corp	2.61	34,448	17,134,700	added	10.88

	JAAA	janus detroit str tr	2.48	330,912	16,280,900	added	19.24

	AAPL	apple inc	2.40	76,654	15,727,100	added	14.95

	VEA	vanguard tax-managed fds	2.34	269,087	15,340,600	added	21.52

	AMZN	amazon com inc	2.32	69,268	15,196,800	added	13.12

	JPM	jpmorgan chase & co.	2.31	52,216	15,137,800	added	28.79

	XHYC	bondbloxx etf trust	2.17	286,565	14,222,200	added	23.03

	GOOG	alphabet inc	2.09	77,711	13,695,000	added	13.47

	CSCO	cisco sys inc	2.03	192,084	13,326,800	added	8.75

	INTU	intuit	1.97	16,398	12,915,300	added	6.79

	BBAX	j p morgan exchange traded f	1.96	253,260	12,835,200	added	7.25

	IJR	ishares tr	1.93	115,181	12,674,600	added	5.08

	WMT	walmart inc	1.74	116,666	11,407,600	added	10.88

	VZ	verizon communications inc	1.73	262,751	11,369,200	added	10.66

		magna intl inc	1.69	286,406	11,058,100	added	11.93

	WM	waste mgmt inc del	1.67	47,824	10,943,000	added	9.02