Buck-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TROW",
  "AWR",
  "OTTR",
  "ABBV",
  "ALL",
  "GOOGL",
  "T",
  "CAT",
  "DUK",
  null,
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  "META",
  "IVW",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "EXEL",
  "MDT",
  "MSFT",
  "GPC",
  null,
  null,
  null,
  null,
  "EMN",
  "IJR",
  "KR",
  null,
  null,
  "PNC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "PKG",
  null,
  null,
  null,
  "SRE",
  "GLD",
  null,
  "SPYG",
  "IBM",
  "TGT",
  "UPS",
  "BIV",
  "VO",
  "ACWV",
  "VWO",
  null,
  null,
  null,
  "IEF",
  "DRI",
  "WSO",
  "WM",
  "AEP",
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "BLV",
  "BNDX",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WSC",
  null,
  "SCHD",
  "LYB",
  "DGRO",
  "MCK",
  "PSA",
  "KMB",
  "AVA",
  "BRK-B",
  "CALM",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "QQQ",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 124
Total Value: 550297438
Accession Number: 0001973259-25-000001
Form Type: 13F-HR
CIK: buck-wealth-strategies
Manager Name: Buck-Wealth-Strategies

Data Enrichment

69% identified

86 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $550.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:81.2K

Value:$45.6M

% of Portfolio:8.3% ($45.6M/$550.3M)

464287226

Shares:410.9K

Value:$40.7M

% of Portfolio:7.4% ($40.7M/$550.3M)

72201R775

Shares:314.5K

Value:$29.1M

% of Portfolio:5.3% ($29.1M/$550.3M)

922908629

VO|922908629

Shares:68.5K

Value:$17.7M

% of Portfolio:3.2% ($17.7M/$550.3M)

Apple Inc.

AAPL|037833100

Shares:66.7K

Value:$14.8M

% of Portfolio:2.7% ($14.8M/$550.3M)

47103U886

Shares:277.5K

Value:$13.6M

% of Portfolio:2.5% ($13.6M/$550.3M)

464287176

Shares:109.6K

Value:$12.2M

% of Portfolio:2.2% ($12.2M/$550.3M)

46641Q837

Shares:236.1K

Value:$12.0M

% of Portfolio:2.2% ($12.0M/$550.3M)

MICROSOFT CORP

MSFT|594918104

Shares:31.1K

Value:$11.7M

% of Portfolio:2.1% ($11.7M/$550.3M)

AMAZON COM INC

AMZN|023135106

Shares:61.2K

Value:$11.7M

% of Portfolio:2.1% ($11.7M/$550.3M)

09789C861

Shares:232.9K

Value:$11.6M

% of Portfolio:2.1% ($11.6M/$550.3M)

921943858

VEA|921943858

Shares:221.4K

Value:$11.3M

% of Portfolio:2.0% ($11.3M/$550.3M)

KROGER CO

KR|501044101

Shares:162.5K

Value:$11.0M

% of Portfolio:2.0% ($11.0M/$550.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:176.6K

Value:$10.9M

% of Portfolio:2.0% ($10.9M/$550.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:237.4K

Value:$10.8M

% of Portfolio:2.0% ($10.8M/$550.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:68.5K

Value:$10.6M

% of Portfolio:1.9% ($10.6M/$550.3M)

AMGEN INC

AMGN|031162100

Shares:33.7K

Value:$10.5M

% of Portfolio:1.9% ($10.5M/$550.3M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:43.9K

Value:$10.2M

% of Portfolio:1.8% ($10.2M/$550.3M)

COCA COLA CO

KO|191216100

Shares:141.2K

Value:$10.1M

% of Portfolio:1.8% ($10.1M/$550.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:40.5K

Value:$9.9M

% of Portfolio:1.8% ($9.9M/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	81.2K	QoQ +86.00% (+37.5K) YoY +7714.53% (+80.2K)	All Managers (Combined)	$45.6M	8.3% ($45.6M/$550.3M)	QoQ +77.54% (+$19.9M) YoY +8252.02% (+$45.1M)
(cusip464287226)✕	410.9K	QoQ +131.29% (+233.3K) YoY +4546.04% (+402.1K)	All Managers (Combined)	$40.7M	7.4% ($40.7M/$550.3M)	QoQ +136.11% (+$23.4M) YoY +4592.33% (+$39.8M)
(cusip72201R775)✕	314.5K	QoQ NEW(+314.5K) YoY NEW(+314.5K)	All Managers (Combined)	$29.1M	5.3% ($29.1M/$550.3M)	QoQ NEW(+$29.1M) YoY NEW(+$29.1M)
(VOcusip922908629)	68.5K	QoQ +31.22% (+16.3K) YoY NEW(+68.5K)	All Managers (Combined)	$17.7M	3.2% ($17.7M/$550.3M)	QoQ +28.48% (+$3.9M) YoY NEW(+$17.7M)
Apple Inc.(AAPLcusip037833100)	66.7K	QoQ +11.37% (-6.8K) YoY +985.54% (+60.5K)	All Managers (Combined)	$14.8M	2.7% ($14.8M/$550.3M)	QoQ -1.20% (-$180.7K) YoY +1306.17% (+$13.8M)
(cusip47103U886)✕	277.5K	QoQ -4.48% (-13.0K) YoY -53.77% (-322.8K)	All Managers (Combined)	$13.6M	2.5% ($13.6M/$550.3M)	QoQ -4.01% (-$570.1K) YoY -53.15% (-$15.5M)
(cusip464287176)✕	109.6K	QoQ +9.03% (+9.1K) YoY +1846.65% (+104.0K)	All Managers (Combined)	$12.2M	2.2% ($12.2M/$550.3M)	QoQ +13.68% (+$1.5M) YoY +1913.25% (+$11.6M)
(cusip46641Q837)✕	236.1K	QoQ +73.49% (+100.0K) YoY NEW(+236.1K)	All Managers (Combined)	$12.0M	2.2% ($12.0M/$550.3M)	QoQ +74.39% (+$5.1M) YoY NEW(+$12.0M)
MICROSOFT CORP(MSFTcusip594918104)	31.1K	QoQ +16.78% (+4.5K) YoY +182.33% (+20.1K)	All Managers (Combined)	$11.7M	2.1% ($11.7M/$550.3M)	QoQ +4.01% (+$449.8K) YoY +151.90% (+$7.0M)
AMAZON COM INC(AMZNcusip023135106)	61.2K	QoQ +6.28% (-3.6K) YoY NEW(+61.2K)	All Managers (Combined)	$11.7M	2.1% ($11.7M/$550.3M)	QoQ -7.82% (-$988.8K) YoY NEW(+$11.7M)
(cusip09789C861)✕	232.9K	QoQ NEW(+232.9K) YoY NEW(+232.9K)	All Managers (Combined)	$11.6M	2.1% ($11.6M/$550.3M)	QoQ NEW(+$11.6M) YoY NEW(+$11.6M)
(VEAcusip921943858)	221.4K	QoQ +135.23% (+127.3K) YoY NEW(+221.4K)	All Managers (Combined)	$11.3M	2.0% ($11.3M/$550.3M)	QoQ +150.04% (+$6.8M) YoY NEW(+$11.3M)
KROGER CO(KRcusip501044101)	162.5K	QoQ +6.17% (+9.5K) YoY NEW(+162.5K)	All Managers (Combined)	$11.0M	2.0% ($11.0M/$550.3M)	QoQ +17.53% (+$1.6M) YoY NEW(+$11.0M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	176.6K	QoQ +2.67% (+4.6K) YoY +9.68% (+15.6K)	All Managers (Combined)	$10.9M	2.0% ($10.9M/$550.3M)	QoQ +7.03% (+$716.2K) YoY +35.61% (+$2.9M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	237.4K	QoQ +11.08% (+23.7K) YoY +15.18% (+31.3K)	All Managers (Combined)	$10.8M	2.0% ($10.8M/$550.3M)	QoQ +25.99% (+$2.2M) YoY +24.51% (+$2.1M)
Alphabet Inc.(GOOGLcusip02079K305)	68.5K	QoQ +8.86% (-5.6K) YoY NEW(+68.5K)	All Managers (Combined)	$10.6M	1.9% ($10.6M/$550.3M)	QoQ -11.06% (-$1.3M) YoY NEW(+$10.6M)
AMGEN INC(AMGNcusip031162100)	33.7K	QoQ +20.39% (+5.7K) YoY NEW(+33.7K)	All Managers (Combined)	$10.5M	1.9% ($10.5M/$550.3M)	QoQ +43.91% (+$3.2M) YoY NEW(+$10.5M)
WASTE MANAGEMENT INC(WMcusip94106L109)	43.9K	QoQ -1.06% (-472) YoY +0.82% (+361)	All Managers (Combined)	$10.2M	1.8% ($10.2M/$550.3M)	QoQ +13.50% (-$1.2M) YoY +9.51% (+$882.3K)
COCA COLA CO(KOcusip191216100)	141.2K	QoQ -1.33% (-1.9K) YoY +0.82% (+1.1K)	All Managers (Combined)	$10.1M	1.8% ($10.1M/$550.3M)	QoQ +13.49% (-$1.2M) YoY +18.02% (+$1.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	40.5K	QoQ -1.80% (-744) YoY +1203.18% (+37.4K)	All Managers (Combined)	$9.9M	1.8% ($9.9M/$550.3M)	QoQ +0.48% (-$48.3K) YoY +1495.82% (+$9.3M)