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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33740F698

Shares:7.8K

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$550.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.3K

Value:$319.2K

% of Portfolio:0.1% ($319.2K/$550.3M)

464286525

ACWV|464286525

Shares:2.7K

Value:$317.4K

% of Portfolio:0.1% ($317.4K/$550.3M)

33740U497

Shares:10.3K

Value:$313.5K

% of Portfolio:0.1% ($313.5K/$550.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$310.2K

% of Portfolio:0.1% ($310.2K/$550.3M)

81369Y308

Shares:3.6K

Value:$295.7K

% of Portfolio:0.1% ($295.7K/$550.3M)

33740U802

Shares:7.7K

Value:$286.7K

% of Portfolio:0.1% ($286.7K/$550.3M)

33740F672

Shares:7.1K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$550.3M)

808524797

SCHD|808524797

Shares:9.4K

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$550.3M)

33740F631

Shares:6.8K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$550.3M)

EXELIXIS, INC.

EXEL|30161Q104

Shares:7.0K

Value:$258.4K

% of Portfolio:0.0% ($258.4K/$550.3M)

69344A107

Shares:4.9K

Value:$245.8K

% of Portfolio:0.0% ($245.8K/$550.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:255

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$550.3M)

92206C771

Shares:5.1K

Value:$235.2K

% of Portfolio:0.0% ($235.2K/$550.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.3K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$550.3M)

ALLSTATE CORP

ALL|020002101

Shares:1.1K

Value:$233.6K

% of Portfolio:0.0% ($233.6K/$550.3M)

921937793

BLV|921937793

Shares:3.3K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$550.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:435

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$550.3M)

921937819

BIV|921937819

Shares:3.0K

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$550.3M)

33740F763

Shares:4.5K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F698)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$550.3M)	QoQ NEW(+$319.4K) YoY NEW(+$319.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.3K	QoQ NEW(+5.3K) YoY -60.33% (-8.1K)	All Managers (Combined)	$319.2K	0.1% ($319.2K/$550.3M)	QoQ NEW(+$319.2K) YoY -45.41% (-$265.6K)
(ACWVcusip464286525)	2.7K	QoQ -3.46% (-98) YoY +36.07% (+723)	All Managers (Combined)	$317.4K	0.1% ($317.4K/$550.3M)	QoQ +2.88% (-$8.9K) YoY +50.45% (+$106.4K)
(cusip33740U497)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$313.5K	0.1% ($313.5K/$550.3M)	QoQ NEW(+$313.5K) YoY NEW(+$313.5K)
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$310.2K	0.1% ($310.2K/$550.3M)	QoQ NEW(+$310.2K) YoY NEW(+$310.2K)
(cusip81369Y308)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$295.7K	0.1% ($295.7K/$550.3M)	QoQ NEW(+$295.7K) YoY NEW(+$295.7K)
(cusip33740U802)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$286.7K	0.1% ($286.7K/$550.3M)	QoQ NEW(+$286.7K) YoY NEW(+$286.7K)
(cusip33740F672)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$550.3M)	QoQ NEW(+$274.1K) YoY NEW(+$274.1K)
(SCHDcusip808524797)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$550.3M)	QoQ NEW(+$263.0K) YoY NEW(+$263.0K)
(cusip33740F631)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$550.3M)	QoQ NEW(+$258.5K) YoY NEW(+$258.5K)
EXELIXIS, INC.(EXELcusip30161Q104)	7.0K	QoQ -17.64% (-1.5K) YoY NEW(+7.0K)	All Managers (Combined)	$258.4K	0.0% ($258.4K/$550.3M)	QoQ -8.69% (-$24.6K) YoY NEW(+$258.4K)
(cusip69344A107)✕	4.9K	QoQ -97.81% (-220.8K) YoY -98.93% (-460.0K)	All Managers (Combined)	$245.8K	0.0% ($245.8K/$550.3M)	QoQ -97.80% (-$10.9M) YoY -98.93% (-$22.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	255	QoQ -4.85% (-13) YoY NEW(+255)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$550.3M)	QoQ -1.89% (-$4.6K) YoY NEW(+$241.0K)
(cusip92206C771)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$235.2K	0.0% ($235.2K/$550.3M)	QoQ NEW(+$235.2K) YoY NEW(+$235.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$550.3M)	QoQ NEW(+$234.7K) YoY NEW(+$234.7K)
ALLSTATE CORP(ALLcusip020002101)	1.1K	QoQ -23.16% (-340) YoY -94.35% (-18.9K)	All Managers (Combined)	$233.6K	0.0% ($233.6K/$550.3M)	QoQ -17.43% (-$49.3K) YoY -93.24% (-$3.2M)
(BLVcusip921937793)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$550.3M)	QoQ NEW(+$232.2K) YoY NEW(+$232.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	435	QoQ -36.86% (-254) YoY -79.08% (-1.6K)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$550.3M)	QoQ -25.81% (-$80.6K) YoY -73.51% (-$643.0K)
(BIVcusip921937819)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$550.3M)	QoQ NEW(+$227.5K) YoY NEW(+$227.5K)
(cusip33740F763)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$550.3M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)