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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:18.6K

Value:$9.7M

% of Portfolio:1.8% ($9.7M/$550.3M)

WATSCO INC

WSO|942622200

Shares:19.1K

Value:$9.7M

% of Portfolio:1.8% ($9.7M/$550.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:56.7K

Value:$9.7M

% of Portfolio:1.8% ($9.7M/$550.3M)

VISA INC.

V|92826C839

Shares:27.3K

Value:$9.6M

% of Portfolio:1.7% ($9.6M/$550.3M)

INTUIT INC.

INTU|461202103

Shares:15.4K

Value:$9.4M

% of Portfolio:1.7% ($9.4M/$550.3M)

Walmart Inc.

WMT|931142103

Shares:105.2K

Value:$9.2M

% of Portfolio:1.7% ($9.2M/$550.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:20.2K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$550.3M)

72201R833

Shares:89.3K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$550.3M)

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:255.9K

Value:$8.7M

% of Portfolio:1.6% ($8.7M/$550.3M)

47103U746

Shares:162.4K

Value:$8.5M

% of Portfolio:1.5% ($8.5M/$550.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:94.5K

Value:$8.5M

% of Portfolio:1.5% ($8.5M/$550.3M)

98149E303

Shares:130.6K

Value:$8.1M

% of Portfolio:1.5% ($8.1M/$550.3M)

464287804

IJR|464287804

Shares:73.0K

Value:$7.6M

% of Portfolio:1.4% ($7.6M/$550.3M)

46434V621

DGRO|46434V621

Shares:115.6K

Value:$7.1M

% of Portfolio:1.3% ($7.1M/$550.3M)

922042858

VWO|922042858

Shares:143.8K

Value:$6.5M

% of Portfolio:1.2% ($6.5M/$550.3M)

82889N723

Shares:296.2K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$550.3M)

464287309

IVW|464287309

Shares:65.8K

Value:$6.1M

% of Portfolio:1.1% ($6.1M/$550.3M)

AVISTA CORP

AVA|05379B107

Shares:126.6K

Value:$5.3M

% of Portfolio:1.0% ($5.3M/$550.3M)

American Water Works Company, Inc.

AWK|030420103

Shares:34.2K

Value:$5.0M

% of Portfolio:0.9% ($5.0M/$550.3M)

CAL-MAINE FOODS INC

CALM|128030202

Shares:53.3K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	18.6K	QoQ +18.01% (+2.8K) YoY NEW(+18.6K)	All Managers (Combined)	$9.7M	1.8% ($9.7M/$550.3M)	QoQ +22.18% (+$1.8M) YoY NEW(+$9.7M)
WATSCO INC(WSOcusip942622200)	19.1K	QoQ +9.66% (+1.7K) YoY NEW(+19.1K)	All Managers (Combined)	$9.7M	1.8% ($9.7M/$550.3M)	QoQ +17.62% (+$1.5M) YoY NEW(+$9.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	56.7K	QoQ +11.39% (+5.8K) YoY NEW(+56.7K)	All Managers (Combined)	$9.7M	1.8% ($9.7M/$550.3M)	QoQ +13.23% (+$1.1M) YoY NEW(+$9.7M)
VISA INC.(Vcusip92826C839)	27.3K	QoQ -9.01% (-2.7K) YoY NEW(+27.3K)	All Managers (Combined)	$9.6M	1.7% ($9.6M/$550.3M)	QoQ +0.89% (-$84.7K) YoY NEW(+$9.6M)
INTUIT INC.(INTUcusip461202103)	15.4K	QoQ +9.40% (+1.3K) YoY +201.98% (+10.3K)	All Managers (Combined)	$9.4M	1.7% ($9.4M/$550.3M)	QoQ +6.87% (+$606.5K) YoY +185.22% (+$6.1M)
Walmart Inc.(WMTcusip931142103)	105.2K	QoQ -0.19% (-209) YoY NEW(+105.2K)	All Managers (Combined)	$9.2M	1.7% ($9.2M/$550.3M)	QoQ -3.02% (-$288.2K) YoY NEW(+$9.2M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	20.2K	QoQ +23.44% (+3.8K) YoY NEW(+20.2K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$550.3M)	QoQ +13.47% (+$1.1M) YoY NEW(+$9.0M)
(cusip72201R833)✕	89.3K	QoQ NEW(+89.3K) YoY +1921.05% (+84.8K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$550.3M)	QoQ NEW(+$9.0M) YoY +1922.89% (+$8.5M)
MAGNA INTERNATIONAL INC(MGAcusip559222401)	255.9K	QoQ NEW(+255.9K) YoY NEW(+255.9K)	All Managers (Combined)	$8.7M	1.6% ($8.7M/$550.3M)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
(cusip47103U746)✕	162.4K	QoQ NEW(+162.4K) YoY NEW(+162.4K)	All Managers (Combined)	$8.5M	1.5% ($8.5M/$550.3M)	QoQ NEW(+$8.5M) YoY NEW(+$8.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	94.5K	QoQ +5.57% (-5.0K) YoY +36.72% (-25.4K)	All Managers (Combined)	$8.5M	1.5% ($8.5M/$550.3M)	QoQ -4.74% (-$422.3K) YoY -6.98% (-$637.2K)
(cusip98149E303)✕	130.6K	QoQ NEW(+130.6K) YoY NEW(+130.6K)	All Managers (Combined)	$8.1M	1.5% ($8.1M/$550.3M)	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
(IJRcusip464287804)	73.0K	QoQ -39.08% (-46.9K) YoY NEW(+73.0K)	All Managers (Combined)	$7.6M	1.4% ($7.6M/$550.3M)	QoQ -44.71% (-$6.2M) YoY NEW(+$7.6M)
(DGROcusip46434V621)	115.6K	QoQ -23.94% (-36.4K) YoY NEW(+115.6K)	All Managers (Combined)	$7.1M	1.3% ($7.1M/$550.3M)	QoQ -23.40% (-$2.2M) YoY NEW(+$7.1M)
(VWOcusip922042858)	143.8K	QoQ +38.61% (+40.1K) YoY NEW(+143.8K)	All Managers (Combined)	$6.5M	1.2% ($6.5M/$550.3M)	QoQ +42.45% (+$1.9M) YoY NEW(+$6.5M)
(cusip82889N723)✕	296.2K	QoQ NEW(+296.2K) YoY NEW(+296.2K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$550.3M)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
(IVWcusip464287309)	65.8K	QoQ -38.91% (-41.9K) YoY NEW(+65.8K)	All Managers (Combined)	$6.1M	1.1% ($6.1M/$550.3M)	QoQ -44.15% (-$4.8M) YoY NEW(+$6.1M)
AVISTA CORP(AVAcusip05379B107)	126.6K	QoQ +9.80% (+11.3K) YoY NEW(+126.6K)	All Managers (Combined)	$5.3M	1.0% ($5.3M/$550.3M)	QoQ +25.51% (+$1.1M) YoY NEW(+$5.3M)
American Water Works Company, Inc.(AWKcusip030420103)	34.2K	QoQ +10.04% (+3.1K) YoY NEW(+34.2K)	All Managers (Combined)	$5.0M	0.9% ($5.0M/$550.3M)	QoQ +30.40% (+$1.2M) YoY NEW(+$5.0M)
CAL-MAINE FOODS INC(CALMcusip128030202)	53.3K	QoQ -7.00% (-4.0K) YoY -34.20% (-27.7K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$550.3M)	QoQ -17.86% (-$1.1M) YoY +1.62% (-$77.3K)