Buska Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2024 - Oct 1, 2024
Value $
$287M
Signature - Title
Cole J Bruner - President
Location
Wausau, WI
Summary
This page shows a list of all the recent 13F filings made by Buska Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buska Wealth Management, LLC reported 58 stock holdings with total value $287M as of Q2 2024. Top holdings included IVV, VIG, SPYG, VYM, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 58 $287M +$27.8M -$4.49M +$23.3M IVV, VIG, SPYG, VYM, QQQ 13F-HR 10/1/2024, 12:52 PM
Q1 2024 55 $252M $0 $0 IVV, VIG, SPYG, VYM, QQQ 13F-HR 7/1/2024, 12:44 PM