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:

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MCKESSON CORP

MCK|58155Q103

Shares:327

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$550.3M)

Philip Morris International Inc.

PM|718172109

Shares:1.4K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$550.3M)

33740F854

Shares:5.4K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$550.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:7.3K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$550.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCKESSON CORP(MCKcusip58155Q103)	327	QoQ NEW(+327) YoY NEW(+327)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$550.3M)	QoQ NEW(+$220.2K) YoY NEW(+$220.2K)
Philip Morris International Inc.(PMcusip718172109)	1.4K	QoQ NEW(+1.4K) YoY -47.68% (-1.3K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$550.3M)	QoQ NEW(+$218.8K) YoY -9.40% (-$22.7K)
(cusip33740F854)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$550.3M)	QoQ NEW(+$210.9K) YoY NEW(+$210.9K)
KINDER MORGAN, INC.(KMIcusip49456B101)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$550.3M)	QoQ NEW(+$209.2K) YoY NEW(+$209.2K)