Buck Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$318M
Signature - Title
Jared Calvert - Compliance Consultant
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Buck Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buck Wealth Strategies, LLC reported 68 stock holdings with total value $318M as of Q3 2024. Top holdings included IVV, AGG, AAPL, SGOV, and TLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $318M +$221K -$36.8M -$36.6M IVV, AGG, AAPL, SGOV, TLT 13F-HR 11/5/2024, 04:08 PM
Q2 2024 68 $339M +$241M -$191M +$50.8M IVV, SGOV, AGG, AAPL, VNLA 13F-HR 8/14/2024, 06:05 PM
Q1 2024 78 $291M +$201M -$189M +$12.4M VNLA, SGOV, PULS, CAT, WM 13F-HR 5/3/2024, 02:08 PM
Q4 2023 62 $270M +$41.4M -$36.8M +$4.54M IVV, AAPL, SGOV, AGG, VNLA 13F-HR 1/23/2024, 11:40 AM
Q3 2023 368 $249M +$81.2M -$60.4M +$20.8M IVV, AAPL, AMZN, STIP, AGG 13F-HR 11/6/2023, 03:43 PM
Q2 2023 275 $230M +$36.3M -$15.9M +$20.4M SGOV, AAPL, AMZN, MCHP, WM 13F-HR 11/6/2023, 03:38 PM
Q1 2023 200 $205M +$70M -$58.9M +$11.1M SGOV, AAPL, AMZN, MSFT, WM 13F-HR 11/6/2023, 03:29 PM
Q3 2022 57 $137M $0 $0 IVV, STIP, AMZN, AGG, SGOV 13F-HR 10/30/2023, 01:15 PM