Buska-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "T",
  null,
  "CLM",
  "PDI",
  null,
  "EVF",
  null,
  "GOF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "OXLC",
  null,
  null,
  "MSFT",
  "VGIT",
  null,
  null,
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  null,
  null,
  "SPYG",
  null,
  "VCIT",
  "VIG",
  "VYM",
  null,
  "TT",
  "WEC",
  "WM",
  null,
  "VYMI",
  null,
  "VOO",
  "VTV",
  "XEL",
  "SCHD",
  "CVX",
  "KO",
  "QQQ",
  "XOM",
  "XLK",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 64
Total Value: 319107424
Accession Number: 0001910503-25-000008
Form Type: 13F-HR
CIK: buska-wealth-management
Manager Name: Buska-Wealth-Management

Data Enrichment

50% identified

32 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $319.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:1.6K

Value:$438.6K

% of Portfolio:0.1% ($438.6K/$319.1M)

45784N742

Shares:15.4K

Value:$397.3K

% of Portfolio:0.1% ($397.3K/$319.1M)

45782C383

Shares:9.6K

Value:$383.5K

% of Portfolio:0.1% ($383.5K/$319.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.2K

Value:$381.9K

% of Portfolio:0.1% ($381.9K/$319.1M)

AT&T INC.

T|00206R102

Shares:13.5K

Value:$381.8K

% of Portfolio:0.1% ($381.8K/$319.1M)

45782C813

Shares:9.3K

Value:$375.4K

% of Portfolio:0.1% ($375.4K/$319.1M)

Apple Inc.

AAPL|037833100

Shares:1.7K

Value:$369.7K

% of Portfolio:0.1% ($369.7K/$319.1M)

92189F692

Shares:4.0K

Value:$366.9K

% of Portfolio:0.1% ($366.9K/$319.1M)

46138E404

Shares:19.2K

Value:$362.6K

% of Portfolio:0.1% ($362.6K/$319.1M)

45782C839

Shares:10.4K

Value:$348.1K

% of Portfolio:0.1% ($348.1K/$319.1M)

45782C391

Shares:7.6K

Value:$345.3K

% of Portfolio:0.1% ($345.3K/$319.1M)

45782C789

Shares:7.6K

Value:$326.1K

% of Portfolio:0.1% ($326.1K/$319.1M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.9K

Value:$312.6K

% of Portfolio:0.1% ($312.6K/$319.1M)

COCA COLA CO

KO|191216100

Shares:4.3K

Value:$305.6K

% of Portfolio:0.1% ($305.6K/$319.1M)

XCEL ENERGY INC

XEL|98389B100

Shares:4.1K

Value:$288.7K

% of Portfolio:0.1% ($288.7K/$319.1M)

81369Y886

Shares:3.5K

Value:$276.1K

% of Portfolio:0.1% ($276.1K/$319.1M)

MICROSOFT CORP

MSFT|594918104

Shares:706

Value:$264.9K

% of Portfolio:0.1% ($264.9K/$319.1M)

Trane Technologies plc

TT|G8994E103

Shares:761

Value:$256.4K

% of Portfolio:0.1% ($256.4K/$319.1M)

381430230

Shares:4.9K

Value:$249.2K

% of Portfolio:0.1% ($249.2K/$319.1M)

NVIDIA CORP

NVDA|67066G104

Shares:2.1K

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$319.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	1.6K	QoQ +5.13% (-78) YoY +14.16% (+198)	All Managers (Combined)	$438.6K	0.1% ($438.6K/$319.1M)	QoQ -0.33% (-$1.5K) YoY +20.66% (+$75.1K)
(cusip45784N742)✕	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$397.3K	0.1% ($397.3K/$319.1M)	QoQ NEW(+$397.3K) YoY NEW(+$397.3K)
(cusip45782C383)✕	9.6K	QoQ -4.15% (-416) YoY -53.52% (-11.1K)	All Managers (Combined)	$383.5K	0.1% ($383.5K/$319.1M)	QoQ -4.76% (-$19.2K) YoY -49.57% (-$377.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.2K	QoQ -0.21% (-7) YoY NEW(+3.2K)	All Managers (Combined)	$381.9K	0.1% ($381.9K/$319.1M)	QoQ +10.31% (-$35.7K) YoY NEW(+$381.9K)
AT&T INC.(Tcusip00206R102)	13.5K	QoQ +0.81% (+109) YoY +3.36% (+439)	All Managers (Combined)	$381.8K	0.1% ($381.8K/$319.1M)	QoQ +25.21% (+$76.9K) YoY +66.09% (+$151.9K)
(cusip45782C813)✕	9.3K	QoQ -5.40% (-534) YoY -50.16% (-9.4K)	All Managers (Combined)	$375.4K	0.1% ($375.4K/$319.1M)	QoQ -7.65% (-$31.1K) YoY -47.26% (-$336.5K)
Apple Inc.(AAPLcusip037833100)	1.7K	QoQ -0.95% (-16) YoY -8.62% (-157)	All Managers (Combined)	$369.7K	0.1% ($369.7K/$319.1M)	QoQ -12.13% (-$51.0K) YoY +18.42% (-$57.5K)
(cusip92189F692)✕	4.0K	QoQ -26.47% (-1.4K) YoY NEW(+4.0K)	All Managers (Combined)	$366.9K	0.1% ($366.9K/$319.1M)	QoQ -22.35% (-$105.6K) YoY NEW(+$366.9K)
(cusip46138E404)✕	19.2K	QoQ +24.15% (+3.7K) YoY NEW(+19.2K)	All Managers (Combined)	$362.6K	0.1% ($362.6K/$319.1M)	QoQ +22.14% (+$65.7K) YoY NEW(+$362.6K)
(cusip45782C839)✕	10.4K	QoQ -8.42% (-955) YoY -45.58% (-8.7K)	All Managers (Combined)	$348.1K	0.1% ($348.1K/$319.1M)	QoQ -10.98% (-$42.9K) YoY -42.74% (-$259.9K)
(cusip45782C391)✕	7.6K	QoQ -4.66% (-371) YoY -57.91% (-10.4K)	All Managers (Combined)	$345.3K	0.1% ($345.3K/$319.1M)	QoQ -5.91% (-$21.7K) YoY -54.00% (-$405.5K)
(cusip45782C789)✕	7.6K	QoQ -7.61% (-623) YoY -56.19% (-9.7K)	All Managers (Combined)	$326.1K	0.1% ($326.1K/$319.1M)	QoQ -10.48% (-$38.2K) YoY -53.10% (-$369.3K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.9K	QoQ 0.00% (+0) YoY +4.02% (+111)	All Managers (Combined)	$312.6K	0.1% ($312.6K/$319.1M)	QoQ +15.88% (+$42.8K) YoY +38.05% (+$86.2K)
COCA COLA CO(KOcusip191216100)	4.3K	QoQ 0.00% (+0) YoY NEW(+4.3K)	All Managers (Combined)	$305.6K	0.1% ($305.6K/$319.1M)	QoQ +15.03% (+$39.9K) YoY NEW(+$305.6K)
XCEL ENERGY INC(XELcusip98389B100)	4.1K	QoQ +0.81% (+33) YoY -4.94% (-212)	All Managers (Combined)	$288.7K	0.1% ($288.7K/$319.1M)	QoQ +5.68% (+$15.5K) YoY +25.18% (-$58.1K)
(cusip81369Y886)✕	3.5K	QoQ -1.29% (-46) YoY -63.06% (-6.0K)	All Managers (Combined)	$276.1K	0.1% ($276.1K/$319.1M)	QoQ +2.82% (-$7.6K) YoY -55.63% (-$346.3K)
MICROSOFT CORP(MSFTcusip594918104)	706	QoQ -3.94% (-29) YoY -14.11% (-116)	All Managers (Combined)	$264.9K	0.1% ($264.9K/$319.1M)	QoQ -14.54% (-$45.1K) YoY -23.43% (-$81.1K)
Trane Technologies plc(TTcusipG8994E103)	761	QoQ NEW(+761) YoY NEW(+761)	All Managers (Combined)	$256.4K	0.1% ($256.4K/$319.1M)	QoQ NEW(+$256.4K) YoY NEW(+$256.4K)
(cusip381430230)✕	4.9K	QoQ -6.36% (-335) YoY -48.69% (-4.7K)	All Managers (Combined)	$249.2K	0.1% ($249.2K/$319.1M)	QoQ -5.74% (-$15.2K) YoY -48.50% (-$234.7K)
NVIDIA CORP(NVDAcusip67066G104)	2.1K	QoQ +2.66% (-54) YoY NEW(+2.1K)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$319.1M)	QoQ -17.13% (-$46.6K) YoY NEW(+$225.1K)