Buck Wealth Strategies, LLC
Top Portfolio Positions
75 positions ·
$384,185,438 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
76,803 | $19,491,833 | 5.07% | |
| MSFT |
Microsoft Corp
Technology
|
45,731 | $16,928,244 | 4.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
57,395 | $16,504,506 | 4.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
55,900 | $16,443,544 | 4.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
78,403 | $16,328,992 | 4.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
295,354 | $14,826,770 | 3.86% | |
| GLDM |
World Gold Trust
|
156,013 | $14,460,844 | 3.76% | |
| LMT |
Lockheed Martin Corp
Industrials
|
23,600 | $14,263,604 | 3.71% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
112,799 | $14,018,659 | 3.65% | |
| AMGN |
Amgen Inc
Healthcare
|
38,153 | $13,424,133 | 3.49% |
Portfolio Trend
14 quarters · across all stocks
Holdings in MGA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $14,468,924 | 271,462 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,515,571 | 285,259 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,058,135 | 286,406 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,696,987 | 255,869 | Shares | Sole | 2025-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||