Holdings
Buck Wealth Strategies, LLC
As of Jun 30, 2026, Buck Wealth Strategies, LLC reported 682 positions worth US$408M. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 77,148 | US$22.3M | +345 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 56,643 | US$20.2M | −5,889 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 59,289 | US$19.4M | +3,389 | Jun 30, 2026 |
| Amazon.com, Inc. | 80,066 | US$19.1M | +1,663 | Jun 30, 2026 |
| Microsoft Corp. | 49,801 | US$18.6M | +4,070 | Jun 30, 2026 |
| Visa Inc. | 42,756 | US$14.7M | +5,875 | Jun 30, 2026 |
| Merck & Company, Inc. | 113K | US$14.5M | +3,103 | Jun 30, 2026 |
| Coca-cola Company (the) | 178K | US$14.5M | +3,323 | Jun 30, 2026 |
| Amgen Inc. | 39,968 | US$14.5M | +1,815 | Jun 30, 2026 |
| Waste Management, Inc. | 62,394 | US$13.9M | +5,287 | Jun 30, 2026 |