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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PRICE T ROWE GROUP INC

TROW|74144T108

Shares:12.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.3M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:10.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.3M)

TARGET CORP

TGT|87612E106

Shares:10.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.3M)

Duke Energy CORP

DUK|26441C204

Shares:8.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.3M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:4.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.3M)

Public Storage

PSA|74460D109

Shares:3.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.3M)

CATERPILLAR INC

CAT|149123101

Shares:3.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.3M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:4.9K

Value:$966.7K

% of Portfolio:0.2% ($966.7K/$550.3M)

Medtronic plc

MDT|G5960L103

Shares:10.7K

Value:$957.0K

% of Portfolio:0.2% ($957.0K/$550.3M)

US BANCORP \DE\

USB|902973304

Shares:22.4K

Value:$946.5K

% of Portfolio:0.2% ($946.5K/$550.3M)

GENUINE PARTS CO

GPC|372460105

Shares:7.9K

Value:$941.5K

% of Portfolio:0.2% ($941.5K/$550.3M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:10.3K

Value:$905.9K

% of Portfolio:0.2% ($905.9K/$550.3M)

HP INC

HPQ|40434L105

Shares:32.6K

Value:$901.9K

% of Portfolio:0.2% ($901.9K/$550.3M)

922908736

VUG|922908736

Shares:2.4K

Value:$887.0K

% of Portfolio:0.2% ($887.0K/$550.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.1K

Value:$885.0K

% of Portfolio:0.2% ($885.0K/$550.3M)

922908744

VTV|922908744

Shares:4.5K

Value:$778.2K

% of Portfolio:0.1% ($778.2K/$550.3M)

464287697

Shares:6.9K

Value:$700.6K

% of Portfolio:0.1% ($700.6K/$550.3M)

464287432

Shares:7.6K

Value:$690.3K

% of Portfolio:0.1% ($690.3K/$550.3M)

33740F839

Shares:16.1K

Value:$676.0K

% of Portfolio:0.1% ($676.0K/$550.3M)

464287713

Shares:23.3K

Value:$637.1K

% of Portfolio:0.1% ($637.1K/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRICE T ROWE GROUP INC(TROWcusip74144T108)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	10.0K	QoQ +87.48% (+4.7K) YoY -77.20% (-34.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.3M)	QoQ +63.54% (+$428.8K) YoY -83.13% (-$5.4M)
TARGET CORP(TGTcusip87612E106)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Duke Energy CORP(DUKcusip26441C204)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.3M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
DARDEN RESTAURANTS INC(DRIcusip237194105)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.3M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Public Storage(PSAcusip74460D109)	3.4K	QoQ +41.64% (+1.0K) YoY -80.95% (-14.5K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.3M)	QoQ +41.55% (+$300.3K) YoY -80.34% (-$4.2M)
CATERPILLAR INC(CATcusip149123101)	3.1K	QoQ +45.80% (+973) YoY -89.35% (-26.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.3M)	QoQ +32.59% (+$251.1K) YoY -90.42% (-$9.6M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	4.9K	QoQ +27.86% (+1.1K) YoY -84.77% (-27.2K)	All Managers (Combined)	$966.7K	0.2% ($966.7K/$550.3M)	QoQ +12.44% (+$107.0K) YoY -84.11% (-$5.1M)
Medtronic plc(MDTcusipG5960L103)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$957.0K	0.2% ($957.0K/$550.3M)	QoQ NEW(+$957.0K) YoY NEW(+$957.0K)
US BANCORP \DE\(USBcusip902973304)	22.4K	QoQ +63.18% (+8.7K) YoY -79.67% (-87.9K)	All Managers (Combined)	$946.5K	0.2% ($946.5K/$550.3M)	QoQ +44.04% (+$289.4K) YoY -80.80% (-$4.0M)
GENUINE PARTS CO(GPCcusip372460105)	7.9K	QoQ NEW(+7.9K) YoY -45.92% (-6.7K)	All Managers (Combined)	$941.5K	0.2% ($941.5K/$550.3M)	QoQ NEW(+$941.5K) YoY -58.42% (-$1.3M)
EASTMAN CHEMICAL CO(EMNcusip277432100)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$905.9K	0.2% ($905.9K/$550.3M)	QoQ NEW(+$905.9K) YoY NEW(+$905.9K)
HP INC(HPQcusip40434L105)	32.6K	QoQ NEW(+32.6K) YoY NEW(+32.6K)	All Managers (Combined)	$901.9K	0.2% ($901.9K/$550.3M)	QoQ NEW(+$901.9K) YoY NEW(+$901.9K)
(VUGcusip922908736)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$887.0K	0.2% ($887.0K/$550.3M)	QoQ NEW(+$887.0K) YoY NEW(+$887.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.1K	QoQ -92.65% (-38.7K) YoY +125.14% (+1.7K)	All Managers (Combined)	$885.0K	0.2% ($885.0K/$550.3M)	QoQ -91.25% (-$9.2M) YoY +215.51% (+$604.5K)
(VTVcusip922908744)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$778.2K	0.1% ($778.2K/$550.3M)	QoQ NEW(+$778.2K) YoY NEW(+$778.2K)
(cusip464287697)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$700.6K	0.1% ($700.6K/$550.3M)	QoQ NEW(+$700.6K) YoY NEW(+$700.6K)
(cusip464287432)✕	7.6K	QoQ -96.59% (-215.0K) YoY +111.46% (+4.0K)	All Managers (Combined)	$690.3K	0.1% ($690.3K/$550.3M)	QoQ -96.44% (-$18.7M) YoY +103.46% (+$351.0K)
(cusip33740F839)✕	16.1K	QoQ NEW(+16.1K) YoY NEW(+16.1K)	All Managers (Combined)	$676.0K	0.1% ($676.0K/$550.3M)	QoQ NEW(+$676.0K) YoY NEW(+$676.0K)
(cusip464287713)✕	23.3K	QoQ NEW(+23.3K) YoY NEW(+23.3K)	All Managers (Combined)	$637.1K	0.1% ($637.1K/$550.3M)	QoQ NEW(+$637.1K) YoY NEW(+$637.1K)