Holdings

Bucket List Wealth Management, LLC

As of Jun 30, 2026, Bucket List Wealth Management, LLC reported 19 positions worth US$7.98M. Largest: Apple Inc, Tesla, Inc. and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc6,065US$1.75M+114Jun 30, 2026
Tesla, Inc.1,390US$585K−480Jun 30, 2026
Amazon.com, Inc.2,067US$493K+220Jun 30, 2026
Csx Corporation10,307US$490K+155Jun 30, 2026
Pfizer, Inc.19,535US$470K+311Jun 30, 2026
International Business Machines Corporation1,629US$458K+60Jun 30, 2026
Microsoft Corp.1,013US$378K+181Jun 30, 2026
Ge Aerospace1,007US$376K−92Jun 30, 2026
Verizon Communications Inc.7,951US$337K+28Jun 30, 2026
Southern Company (the)3,516US$336KnewJun 30, 2026