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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464287788

Shares:5.6K

Value:$636.5K

% of Portfolio:0.1% ($636.5K/$550.3M)

464287721

Shares:4.5K

Value:$631.7K

% of Portfolio:0.1% ($631.7K/$550.3M)

HOME DEPOT, INC.

HD|437076102

Shares:1.7K

Value:$625.0K

% of Portfolio:0.1% ($625.0K/$550.3M)

464287580

Shares:6.6K

Value:$587.0K

% of Portfolio:0.1% ($587.0K/$550.3M)

NETFLIX INC

NFLX|64110L106

Shares:625

Value:$582.8K

% of Portfolio:0.1% ($582.8K/$550.3M)

33740F771

Shares:12.4K

Value:$522.7K

% of Portfolio:0.1% ($522.7K/$550.3M)

922908751

VB|922908751

Shares:2.3K

Value:$516.3K

% of Portfolio:0.1% ($516.3K/$550.3M)

Meta Platforms, Inc.

META|30303M102

Shares:883

Value:$508.7K

% of Portfolio:0.1% ($508.7K/$550.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.9K

Value:$494.0K

% of Portfolio:0.1% ($494.0K/$550.3M)

92203J407

BNDX|92203J407

Shares:9.9K

Value:$484.9K

% of Portfolio:0.1% ($484.9K/$550.3M)

921937827

BSV|921937827

Shares:5.9K

Value:$458.5K

% of Portfolio:0.1% ($458.5K/$550.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$429.6K

% of Portfolio:0.1% ($429.6K/$550.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.5K

Value:$419.9K

% of Portfolio:0.1% ($419.9K/$550.3M)

33740F136

Shares:12.6K

Value:$383.7K

% of Portfolio:0.1% ($383.7K/$550.3M)

NVIDIA CORP

NVDA|67066G104

Shares:3.5K

Value:$381.7K

% of Portfolio:0.1% ($381.7K/$550.3M)

33740F714

Shares:8.8K

Value:$367.5K

% of Portfolio:0.1% ($367.5K/$550.3M)

33740U406

Shares:8.9K

Value:$348.9K

% of Portfolio:0.1% ($348.9K/$550.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.1K

Value:$347.5K

% of Portfolio:0.1% ($347.5K/$550.3M)

81369Y506

Shares:3.5K

Value:$329.2K

% of Portfolio:0.1% ($329.2K/$550.3M)

33740F615

Shares:8.7K

Value:$326.5K

% of Portfolio:0.1% ($326.5K/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287788)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$636.5K	0.1% ($636.5K/$550.3M)	QoQ NEW(+$636.5K) YoY NEW(+$636.5K)
(cusip464287721)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$631.7K	0.1% ($631.7K/$550.3M)	QoQ NEW(+$631.7K) YoY NEW(+$631.7K)
HOME DEPOT, INC.(HDcusip437076102)	1.7K	QoQ +32.24% (+416) YoY NEW(+1.7K)	All Managers (Combined)	$625.0K	0.1% ($625.0K/$550.3M)	QoQ +24.56% (+$123.3K) YoY NEW(+$625.0K)
(cusip464287580)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$587.0K	0.1% ($587.0K/$550.3M)	QoQ NEW(+$587.0K) YoY NEW(+$587.0K)
NETFLIX INC(NFLXcusip64110L106)	625	QoQ +24.75% (+124) YoY NEW(+625)	All Managers (Combined)	$582.8K	0.1% ($582.8K/$550.3M)	QoQ +30.51% (+$136.3K) YoY NEW(+$582.8K)
(cusip33740F771)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$522.7K	0.1% ($522.7K/$550.3M)	QoQ NEW(+$522.7K) YoY NEW(+$522.7K)
(VBcusip922908751)	2.3K	QoQ -93.97% (-36.3K) YoY NEW(+2.3K)	All Managers (Combined)	$516.3K	0.1% ($516.3K/$550.3M)	QoQ -94.43% (-$8.8M) YoY NEW(+$516.3K)
Meta Platforms, Inc.(METAcusip30303M102)	883	QoQ +142.58% (+519) YoY NEW(+883)	All Managers (Combined)	$508.7K	0.1% ($508.7K/$550.3M)	QoQ +138.95% (+$295.8K) YoY NEW(+$508.7K)
Tesla, Inc.(TSLAcusip88160R101)	1.9K	QoQ -6.88% (-141) YoY NEW(+1.9K)	All Managers (Combined)	$494.0K	0.1% ($494.0K/$550.3M)	QoQ -40.24% (-$332.7K) YoY NEW(+$494.0K)
(BNDXcusip92203J407)	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$484.9K	0.1% ($484.9K/$550.3M)	QoQ NEW(+$484.9K) YoY NEW(+$484.9K)
(BSVcusip921937827)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$458.5K	0.1% ($458.5K/$550.3M)	QoQ NEW(+$458.5K) YoY NEW(+$458.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ +1.52% (+26) YoY -89.44% (-14.6K)	All Managers (Combined)	$429.6K	0.1% ($429.6K/$550.3M)	QoQ +14.83% (+$55.5K) YoY -86.25% (-$2.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	3.5K	QoQ +29.91% (+813) YoY +76.55% (+1.5K)	All Managers (Combined)	$419.9K	0.1% ($419.9K/$550.3M)	QoQ +43.61% (+$127.5K) YoY +80.67% (+$187.5K)
(cusip33740F136)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$383.7K	0.1% ($383.7K/$550.3M)	QoQ NEW(+$383.7K) YoY NEW(+$383.7K)
NVIDIA CORP(NVDAcusip67066G104)	3.5K	QoQ +7.57% (-248) YoY NEW(+3.5K)	All Managers (Combined)	$381.7K	0.1% ($381.7K/$550.3M)	QoQ -13.19% (-$58.0K) YoY NEW(+$381.7K)
(cusip33740F714)✕	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$367.5K	0.1% ($367.5K/$550.3M)	QoQ NEW(+$367.5K) YoY NEW(+$367.5K)
(cusip33740U406)✕	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$348.9K	0.1% ($348.9K/$550.3M)	QoQ NEW(+$348.9K) YoY NEW(+$348.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$347.5K	0.1% ($347.5K/$550.3M)	QoQ NEW(+$347.5K) YoY NEW(+$347.5K)
(cusip81369Y506)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$329.2K	0.1% ($329.2K/$550.3M)	QoQ NEW(+$329.2K) YoY NEW(+$329.2K)
(cusip33740F615)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$326.5K	0.1% ($326.5K/$550.3M)	QoQ NEW(+$326.5K) YoY NEW(+$326.5K)