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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Otter Tail Corp

OTTR|689648103

Shares:59.4K

Value:$4.8M

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

AMERICAN STATES WATER CO

AWR|029899101

Shares:56.7K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$550.3M)

46436E718

Shares:41.7K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$550.3M)

SEMPRA

SRE|816851109

Shares:58.1K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$550.3M)

WillScot Holdings Corp

WSC|971378104

Shares:136.6K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$550.3M)

78464A409

SPYG|78464A409

Shares:23.8K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$550.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.1K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$550.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:3.7K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$550.3M)

CHEVRON CORP

CVX|166764100

Shares:10.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$550.3M)

AT&T INC.

T|00206R102

Shares:55.8K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$550.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:13.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$550.3M)

464288513

Shares:17.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$550.3M)

464287440

IEF|464287440

Shares:13.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$550.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:9.1K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$550.3M)

46429B655

Shares:25.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$550.3M)

46138E511

Shares:112.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$550.3M)

464287879

Shares:12.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.3M)

DOW INC.

DOW|260557103

Shares:33.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.3M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:16.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.3M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:6.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Otter Tail Corp(OTTRcusip689648103)	59.4K	QoQ +10.12% (+5.5K) YoY NEW(+59.4K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$550.3M)	QoQ +19.86% (+$791.1K) YoY NEW(+$4.8M)
AMERICAN STATES WATER CO(AWRcusip029899101)	56.7K	QoQ +11.39% (+5.8K) YoY NEW(+56.7K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$550.3M)	QoQ +12.77% (+$505.2K) YoY NEW(+$4.5M)
(cusip46436E718)✕	41.7K	QoQ -73.31% (-114.6K) YoY -85.57% (-247.3K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$550.3M)	QoQ -73.22% (-$11.5M) YoY -85.57% (-$24.9M)
SEMPRA(SREcusip816851109)	58.1K	QoQ +13.73% (-7.0K) YoY NEW(+58.1K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$550.3M)	QoQ -7.47% (-$334.6K) YoY NEW(+$4.1M)
WillScot Holdings Corp(WSCcusip971378104)	136.6K	QoQ +27.27% (+29.3K) YoY NEW(+136.6K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$550.3M)	QoQ +5.78% (+$207.5K) YoY NEW(+$3.8M)
(SPYGcusip78464A409)	23.8K	QoQ NEW(+23.8K) YoY NEW(+23.8K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$550.3M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.1K	QoQ +255.21% (+2.3K) YoY NEW(+3.1K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$550.3M)	QoQ +238.89% (+$1.2M) YoY NEW(+$1.8M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	3.7K	QoQ -82.94% (-18.0K) YoY NEW(+3.7K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$550.3M)	QoQ -84.35% (-$9.3M) YoY NEW(+$1.7M)
CHEVRON CORP(CVXcusip166764100)	10.3K	QoQ +392.94% (+8.2K) YoY +16.12% (+1.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$550.3M)	QoQ +469.32% (+$1.4M) YoY +23.15% (+$323.3K)
AT&T INC.(Tcusip00206R102)	55.8K	QoQ NEW(+55.8K) YoY NEW(+55.8K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$550.3M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$550.3M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip464288513)✕	17.4K	QoQ NEW(+17.4K) YoY NEW(+17.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$550.3M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(IEFcusip464287440)	13.6K	QoQ -84.13% (-72.0K) YoY NEW(+13.6K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$550.3M)	QoQ -83.62% (-$6.6M) YoY NEW(+$1.3M)
KIMBERLY CLARK CORP(KMBcusip494368103)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$550.3M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip46429B655)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$550.3M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip46138E511)✕	112.8K	QoQ NEW(+112.8K) YoY +226.40% (+78.2K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$550.3M)	QoQ NEW(+$1.3M) YoY +208.26% (+$855.1K)
(cusip464287879)✕	12.2K	QoQ NEW(+12.2K) YoY NEW(+12.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
DOW INC.(DOWcusip260557103)	33.4K	QoQ +130.13% (+18.9K) YoY NEW(+33.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.3M)	QoQ +100.26% (+$583.9K) YoY NEW(+$1.2M)
LyondellBasell Industries N.V.(LYBcusipN53745100)	16.4K	QoQ +102.76% (+8.3K) YoY -77.23% (-55.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.3M)	QoQ +92.18% (+$555.4K) YoY -84.32% (-$6.2M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)