Investments: Buck Wealth Strategies, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Buck Wealth Strategies, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
674.477.461 $+19.183.391 $
+203,7 %
663.380.522 $+97.810.640 $
+391,3 %
607.682.874 $+35.218.805 $
+298,0 %
556.252.566 $+79.437.761 $
+172,3 %
iSHARES TRUST146.767.233 $+6.174.946 $
+4,4 %
140.592.287 $+2.368.402 $
+1,7 %
138.223.885 $+13.466.582 $
+10,8 %
124.757.303 $+18.052.292 $
+16,9 %
ISHARES TR36.333.194 $+35.396.074 $
+3.777,1 %
33.770.580 $+33.065.168 $
+4.687,4 %
29.471.496 $+29.314.246 $
+18.641,8 %
32.651.566 $+26.182.079 $
+404,7 %
SPDR SER TR25.605.306 $+1.427.158 $
+5,9 %
28.842.944 $+28.490.962 $
+8.094,4 %
15.940.727 $+15.597.528 $
+4.544,7 %
3.217.382 $+1.270.319 $
+65,2 %
JANUS DETROIT STR TR28.714.754 $+27.870.308 $
+3.300,4 %
26.532.760 $+26.202.061 $
+7.923,2 %
24.840.829 $+6.063.514 $
+32,3 %
24.900.255 $+24.074.540 $
+2.915,6 %
VANGUARD TAX-MANAGED INTL FD24.178.148 $+23.511.741 $
+3.528,1 %
22.774.054 $+22.011.801 $
+2.887,7 %
18.777.315 $-10.694.181 $
-36,3 %
15.340.638 $+15.024.927 $
+4.759,1 %
Apple Inc.AAPL19.491.847 $-956.725 $
-4,7 %
20.448.572 $+751.535 $
+3,8 %
19.697.037 $+3.969.975 $
+25,2 %
15.727.062 $+914.341 $
+6,2 %
Alphabet Inc.GOOGL17.981.852 $-1.779.118 $
-9,0 %
19.760.970 $+5.270 $
+0,0 %
19.755.700 $+5.687.320 $
+40,4 %
14.068.380 $+3.477.732 $
+32,8 %
MICROSOFT CORPMSFT16.928.372 $-1.235.894 $
-6,8 %
18.164.266 $-119.895 $
-0,7 %
18.284.161 $+1.149.502 $
+6,7 %
17.134.659 $+5.472.158 $
+46,9 %
JPMORGAN CHASE & COJPM16.443.682 $-1.124.861 $
-6,4 %
17.568.543 $+1.000.080 $
+6,0 %
16.568.463 $+1.430.652 $
+9,5 %
15.137.811 $+5.192.839 $
+52,2 %
AMAZON COM INCAMZN16.329.082 $-1.041.564 $
-6,0 %
17.370.646 $+1.613.151 $
+10,2 %
15.757.495 $+560.688 $
+3,7 %
15.196.807 $+3.546.529 $
+30,4 %
VERIZON COMMUNICATIONS INCVZ14.826.753 $+2.833.849 $
+23,6 %
11.992.904 $+343.932 $
+3,0 %
11.648.972 $+279.757 $
+2,5 %
11.369.215 $+598.789 $
+5,6 %
MAGNA INTERNATIONAL INCMGA14.468.931 $+953.357 $
+7,1 %
13.515.574 $+2.457.437 $
+22,2 %
11.058.137 $+2.361.150 $
+27,1 %
World Gold TrustGLDM14.460.845 $+880.892 $
+6,5 %
13.579.953 $+1.910.090 $
+16,4 %
11.669.863 $+2.499.225 $
+27,3 %
9.170.638 $+1.085.762 $
+13,4 %
J P MORGAN EXCHANGE TRADED F12.992.171 $+12.661.532 $
+3.829,4 %
14.366.862 $+13.476.030 $
+1.512,7 %
13.422.328 $+12.601.683 $
+1.535,6 %
12.835.241 $+12.491.535 $
+3.634,4 %
LOCKHEED MARTIN CORPLMT14.263.633 $+2.031.353 $
+16,6 %
12.232.280 $+571.185 $
+4,9 %
11.661.095 $+1.225.820 $
+11,7 %
10.435.275 $+1.424.762 $
+15,8 %
Merck & Co., Inc.MRK13.246.688 $-1.004.689 $
-7,0 %
14.251.377 $+3.427.709 $
+31,7 %
10.823.668 $+960.082 $
+9,7 %
9.863.586 $+1.383.727 $
+16,3 %
Walmart Inc.WMT14.018.690 $+333.894 $
+2,4 %
13.684.796 $+1.487.071 $
+12,2 %
12.197.725 $+790.101 $
+6,9 %
11.407.624 $+2.170.333 $
+23,5 %
AMGEN INCAMGN13.424.297 $+600.019 $
+4,7 %
12.824.278 $+1.684.414 $
+15,1 %
11.139.864 $+226.102 $
+2,1 %
10.913.762 $+408.798 $
+3,9 %
KROGER COKR13.372.169 $+2.266.456 $
+20,4 %
11.105.713 $+799.904 $
+7,8 %
10.305.809 $-299.832 $
-2,8 %
10.605.641 $-392.400 $
-3,6 %
CISCO SYSTEMS, INC.CSCO323.686 $-12.967.716 $
-97,6 %
13.291.402 $+300.155 $
+2,3 %
12.991.247 $-335.524 $
-2,5 %
13.326.771 $+2.427.292 $
+22,3 %
COCA COLA COKO13.315.083 $+1.287.679 $
+10,7 %
12.027.404 $+1.500.472 $
+14,3 %
10.526.932 $-398.891 $
-3,7 %
10.925.823 $+812.741 $
+8,0 %
WASTE MANAGEMENT INCWM13.122.631 $+832.864 $
+6,8 %
12.289.767 $+1.472.726 $
+13,6 %
10.817.041 $-125.945 $
-1,2 %
10.942.986 $+786.955 $
+7,7 %
HP INCHPQ13.047.904 $+12.214.639 $
+1.465,9 %
833.265 $-104.415 $
-11,1 %
937.680 $+35.743 $
+4,0 %
INTUIT INC.INTU12.074.603 $+169.866 $
+1,4 %
11.904.737 $+647.191 $
+5,7 %
11.257.546 $-1.657.774 $
-12,8 %
12.915.320 $+3.487.116 $
+37,0 %
UNITEDHEALTH GROUP INCUNH12.874.073 $+1.187.801 $
+10,2 %
11.686.272 $+1.679.751 $
+16,8 %
10.006.521 $+1.617.329 $
+19,3 %
8.389.192 $-1.344.019 $
-13,8 %
VISA INC.V11.146.823 $-1.073.636 $
-8,8 %
12.220.459 $+1.490.142 $
+13,9 %
10.730.317 $-28.492 $
-0,3 %
10.758.809 $+1.176.635 $
+12,3 %
PayPal Holdings, Inc.PYPL11.918.966 $+10.699.975 $
+877,8 %
1.218.991 $+1.218.991 $
PROCTER & GAMBLE CoPG11.908.865 $+636.996 $
+5,7 %
11.271.869 $+1.178.066 $
+11,7 %
10.093.803 $-69.692 $
-0,7 %
10.163.495 $+494.798 $
+5,1 %
FIRST TRUST EXCHANGE-TRADED FUND VIII11.189.403 $+265.504 $
+2,4 %
10.923.899 $+469.676 $
+4,5 %
10.454.223 $+511.258 $
+5,1 %
9.942.965 $+5.746.201 $
+136,9 %
PVH CORP. /DE/PVH10.572.694 $+10.572.694 $
GOLDMAN SACHS GROUP INCGS10.096.643 $-133.068 $
-1,3 %
10.229.711 $+9.538.296 $
+1.379,5 %
691.415 $+445.082 $
+180,7 %
246.333 $+246.333 $
ALLSTATE CORPALL9.944.092 $+214.082 $
+2,2 %
9.730.010 $+9.495.831 $
+4.054,9 %
234.179 $+574 $
+0,2 %
COMCAST CORPCMCSA9.588.381 $-131.458 $
-1,4 %
9.719.839 $+9.719.839 $
WATSCO INCWSO9.159.490 $-310.620 $
-3,3 %
9.470.110 $-256.552 $
-2,6 %
Lazard, Inc.LAZ8.033.097 $-754.398 $
-8,6 %
8.787.495 $+8.787.495 $
SEMPRASRE6.913.021 $+806.536 $
+13,2 %
6.106.485 $+64.780 $
+1,1 %
6.041.705 $+1.099.450 $
+22,2 %
4.942.255 $+799.742 $
+19,3 %
SIMPLIFY AGGR BD PL CR HD ET6.469.487 $+3.252.105 $
+101,1 %
Otter Tail CorpOTTR5.891.419 $+334.826 $
+6,0 %
5.556.593 $+458.748 $
+9,0 %
5.097.845 $+324.646 $
+6,8 %
CAL-MAINE FOODS, INC.5.731.645 $+437.282 $
+8,3 %
5.294.363 $-303.944 $
-5,4 %
5.598.307 $-253.090 $
-4,3 %
5.851.397 $+1.005.577 $
+20,8 %
INVESCO QQQ TRUST, SERIES 1QQQ3.188.440 $-871.107 $
-21,5 %
4.059.547 $-1.565.502 $
-27,8 %
5.625.049 $+2.680.582 $
+91,0 %
2.944.467 $+1.210.818 $
+69,8 %
AVISTA CORPAVA5.442.976 $+179.130 $
+3,4 %
5.263.846 $-37.660 $
-0,7 %
American Water Works Company, Inc.AWK5.309.706 $+154.694 $
+3,0 %
5.155.012 $+113.036 $
+2,2 %
AMERICAN STATES WATER COAWR4.877.443 $+9.653 $
+0,2 %
4.867.790 $+406.507 $
+9,1 %
WillScot Holdings CorpWSC3.971.543 $-902.869 $
-18,5 %
4.874.412 $+1.077.520 $
+28,4 %
NVIDIA CORPNVDA2.454.707 $-122.126 $
-4,7 %
2.576.833 $+826.457 $
+47,2 %
1.750.376 $+785.269 $
+81,4 %
965.107 $+583.390 $
+152,8 %
Meta Platforms, Inc.META2.077.797 $-231.064 $
-10,0 %
2.308.861 $+762.203 $
+49,3 %
1.546.658 $+523.512 $
+51,2 %
1.023.146 $+514.481 $
+101,1 %
INVESCO EXCH TRADED FD TR II109.508 $-26.423.252 $
-99,6 %
1.781.870 $-27.061.074 $
-93,8 %
157.250 $-12.677.991 $
-98,8 %
1.947.063 $+1.074.641 $
+123,2 %
CATERPILLAR INCCAT1.585.245 $-162.341 $
-9,3 %
1.747.586 $+624.250 $
+55,6 %
1.123.336 $+593.751 $
+112,1 %
529.585 $-491.871 $
-48,2 %
BlackRock Finance, Inc.1.270.733 $-74.859 $
-5,6 %
1.345.592 $-383.553 $
-22,2 %
1.729.145 $+1.729.145 $
Dell Technologies Inc.DELL1.634.009 $+448.123 $
+37,8 %
1.185.886 $+459.593 $
+63,3 %
726.293 $+488.217 $
+205,1 %
238.076 $+238.076 $
EXELIXIS, INC.EXEL1.601.169 $+23.070 $
+1,5 %
1.578.099 $+654.920 $
+70,9 %
923.179 $+395.866 $
+75,1 %
527.313 $+268.873 $
+104,0 %
Jazz Pharmaceuticals plcJAZZ1.535.842 $+196.922 $
+14,7 %
1.338.920 $+660.941 $
+97,5 %
677.979 $+677.979 $
AT&T INC.T286.369 $-12.544 $
-4,2 %
298.913 $-887.636 $
-74,8 %
1.186.549 $-314.038 $
-20,9 %
1.500.587 $-76.287 $
-4,8 %
JOHNSON & JOHNSONJNJ533.693 $-11.255 $
-2,1 %
544.948 $-902.245 $
-62,3 %
1.447.193 $+63.831 $
+4,6 %
1.383.362 $+1.035.874 $
+298,1 %
CHEVRON CORPCVX593.621 $-23.006 $
-3,7 %
616.627 $-705.569 $
-53,4 %
1.322.196 $-114.425 $
-8,0 %
1.436.621 $-282.841 $
-16,4 %
NUCOR CORPNUE1.407.335 $+77.207 $
+5,8 %
1.330.128 $+711.066 $
+114,9 %
619.062 $+404.544 $
+188,6 %
214.518 $+214.518 $
CSG SYSTEMS INTERNATIONAL INCCSGS1.397.897 $+101.394 $
+7,8 %
1.296.503 $+674.083 $
+108,3 %
622.420 $+422.163 $
+210,8 %
200.257 $+200.257 $
Uber Technologies, IncUBER1.317.182 $-71.561 $
-5,2 %
1.388.743 $+522.002 $
+60,2 %
866.741 $+506.510 $
+140,6 %
360.231 $+360.231 $
SPDR GOLD TRUSTGLD1.294.080 $-31.759 $
-2,4 %
1.325.839 $-33.820 $
-2,5 %
1.359.659 $+92.645 $
+7,3 %
1.267.014 $+382.004 $
+43,2 %
GLOBE LIFE INC.GL1.338.706 $+40.639 $
+3,1 %
1.298.067 $+633.071 $
+95,2 %
664.996 $+664.996 $
AMERICAN ELECTRIC POWER CO INCAEP231.487 $-4.207 $
-1,8 %
235.694 $-925.228 $
-79,7 %
1.160.922 $-148.704 $
-11,4 %
1.309.626 $-141.917 $
-9,8 %
Fortinet, Inc.FTNT1.301.718 $+99.054 $
+8,2 %
1.202.664 $+639.160 $
+113,4 %
563.504 $+563.504 $
FORD MOTOR COF1.179.566 $-94.768 $
-7,4 %
1.274.334 $+620.907 $
+95,0 %
653.427 $+454.230 $
+228,0 %
199.197 $+199.197 $
CELESTICA INCCLS1.247.561 $+9.251 $
+0,7 %
1.238.310 $+267.819 $
+27,6 %
970.491 $+675.287 $
+228,8 %
295.204 $+295.204 $
PNC FINANCIAL SERVICES GROUP, INC.PNC932.566 $-170.724 $
-15,5 %
1.103.290 $-47.110 $
-4,1 %
Tesla, Inc.TSLA1.068.781 $-6.949 $
-0,6 %
1.075.730 $+120.471 $
+12,6 %
955.259 $+311.362 $
+48,4 %
643.897 $+149.938 $
+30,4 %
US BANCORP \DE\USB911.174 $-154.942 $
-14,5 %
1.066.116 $+119.655 $
+12,6 %
KIMBERLY CLARK CORPKMB838.416 $-225.038 $
-21,2 %
1.063.454 $-228.188 $
-17,7 %
Medtronic plcMDT898.001 $-145.445 $
-13,9 %
1.043.446 $+86.437 $
+9,0 %
PACKAGING CORP OF AMERICAPKG907.228 $-93.954 $
-9,4 %
1.001.182 $+34.531 $
+3,6 %
ENTERPRISE PRODUCTS PARTNERS L.P.EPD804.148 $-195.056 $
-19,5 %
999.204 $+999.204 $
GENUINE PARTS COGPC897.417 $-95.251 $
-9,6 %
992.668 $+51.155 $
+5,4 %
EASTMAN CHEMICAL COEMN661.272 $-313.851 $
-32,2 %
975.123 $+69.264 $
+7,6 %
DARDEN RESTAURANTS INCDRI675.775 $-291.848 $
-30,2 %
967.623 $-58.919 $
-5,7 %
GRAPHIC PACKAGING HOLDING COGPK701.159 $-256.145 $
-26,8 %
957.304 $+957.304 $
Duke Energy CORPDUK824.093 $-129.906 $
-13,6 %
953.999 $-99.538 $
-9,4 %
BRISTOL MYERS SQUIBB COBMY741.291 $-207.978 $
-21,9 %
949.269 $+949.269 $
AVALONBAY COMMUNITIES INCAVB713.093 $-227.688 $
-24,2 %
940.781 $+940.781 $
Walt Disney CoDIS939.478 $+939.478 $
FIRST TR EXCHNG TRADED FD VI937.120 $+827.612 $
+755,8 %
904.875 $-876.995 $
-49,2 %
890.832 $+543.697 $
+156,6 %
872.422 $+55.810 $
+6,8 %
NETFLIX INCNFLX906.021 $+146.753 $
+19,3 %
759.268 $-75.180 $
-9,0 %
834.448 $-44.021 $
-5,0 %
878.469 $+295.638 $
+50,7 %
MERCADOLIBRE INCMELI812.639 $-87.735 $
-9,7 %
900.374 $+505.431 $
+128,0 %
394.943 $+394.943 $
WELLS FARGO & COMPANY/MNWFC893.348 $+575.283 $
+180,9 %
318.065 $+83.413 $
+35,5 %
Public StoragePSA659.597 $-187.488 $
-22,1 %
847.085 $-175.918 $
-17,2 %
SELECT SECTOR SPDR TR844.446 $+505.967 $
+149,5 %
762.253 $-33.008.327 $
-97,7 %
825.809 $-15.114.918 $
-94,8 %
825.715 $-31.825.851 $
-97,5 %
VANGUARD CHARLOTTE FDS666.407 $-28.048.347 $
-97,7 %
705.412 $-13.661.450 $
-95,1 %
820.645 $-24.020.184 $
-96,7 %
816.612 $-14.524.026 $
-94,7 %
HOME DEPOT, INC.HD518.373 $-178.227 $
-25,6 %
696.600 $-90.263 $
-11,5 %
786.863 $+61.456 $
+8,5 %
725.407 $+100.357 $
+16,1 %
Broadcom Inc.AVGO747.038 $+88.986 $
+13,5 %
658.052 $+211.583 $
+47,4 %
446.469 $+146.156 $
+48,7 %
300.313 $+300.313 $
EXXON MOBIL CORPXOM563.311 $+129.960 $
+30,0 %
433.351 $+57.935 $
+15,4 %
375.416 $-9.742 $
-2,5 %
385.158 $-34.786 $
-8,3 %
ELI LILLY & CoLLY455.340 $-97.690 $
-17,7 %
553.030 $+305.701 $
+123,6 %
247.329 $+247.329 $
EURONET WORLDWIDE, INC.EEFT545.124 $+545.124 $
INTERNATIONAL BUSINESS MACHINES CORPIBM421.349 $-102.702 $
-19,6 %
524.051 $+30.786 $
+6,2 %
493.265 $-35.482 $
-6,7 %
528.747 $+99.100 $
+23,1 %
AbbVie Inc.ABBV375.536 $-45.767 $
-10,9 %
421.303 $-48.412 $
-10,3 %
469.715 $+59.599 $
+14,5 %
410.116 $+99.893 $
+32,2 %
Texas Roadhouse, Inc.TXRH468.498 $+468.498 $
INTUITIVE SURGICAL INCISRG225.885 $-223.238 $
-49,7 %
449.123 $+449.123 $
VANGUARD GROUP INC328.195 $-22.796 $
-6,5 %
350.991 $-50.987 $
-12,7 %
401.978 $+5.956 $
+1,5 %
396.022 $+160.860 $
+68,4 %
BERKSHIRE HATHAWAY INCBRK-B305.250 $-45.097 $
-12,9 %
350.347 $-44.304 $
-11,2 %
394.651 $+80.358 $
+25,6 %
314.293 $+82.621 $
+35,7 %
ALTRIA GROUP, INC.MO312.546 $+44.293 $
+16,5 %
268.253 $-45.772 $
-14,6 %
314.025 $-78.543 $
-20,0 %
392.568 $+73.404 $
+23,0 %
SHOPIFY INC.SHOP383.617 $+153.591 $
+66,8 %
230.026 $+230.026 $
COSTCO WHOLESALE CORP /NEWCOST380.614 $+122.182 $
+47,3 %
258.432 $+16.526 $
+6,8 %
241.906 $-16.524 $
-6,4 %
258.430 $+17.460 $
+7,2 %
NORTHERN LTS FD TR IV330.639 $-25.274.667 $
-98,7 %
351.982 $-22.422.072 $
-98,5 %
343.199 $-13.079.129 $
-97,4 %
315.711 $-5.948.140 $
-95,0 %
SCHWAB STRATEGIC TR338.479 $-35.994.715 $
-99,1 %
330.699 $+107.529 $
+48,2 %
347.135 $-478.674 $
-58,0 %
343.706 $-24.556.549 $
-98,6 %
CRISPR Therapeutics AGCRSP320.513 $+320.513 $
MCDONALDS CORPMCD317.909 $+101.388 $
+46,8 %
216.521 $-5.844 $
-2,6 %
222.365 $-4.522 $
-2,0 %
226.887 $+226.887 $
ADVANCED MICRO DEVICES INCAMD317.554 $+317.554 $
Robinhood Markets, Inc.HOOD303.950 $+303.950 $
ORACLE CORPORCL297.167 $+297.167 $
Mastercard IncMA290.817 $-6.268 $
-2,1 %
297.085 $+297.085 $
3M COMMM247.638 $-12.986 $
-5,0 %
260.624 $-28.461 $
-9,8 %
289.085 $+289.085 $
KINDER MORGAN, INC.KMI254.384 $+15.068 $
+6,3 %
239.316 $-18.673 $
-7,2 %
257.989 $-29.955 $
-10,4 %
287.944 $+78.705 $
+37,6 %
Philip Morris International Inc.PM243.131 $-32.247 $
-11,7 %
275.378 $+56.538 $
+25,8 %
Tempus AI, Inc.TEM270.803 $+270.803 $
NORTHROP GRUMMAN CORP /DE/NOC269.677 $+44.971 $
+20,0 %
224.706 $-10.198 $
-4,3 %
234.904 $+32.889 $
+16,3 %
202.015 $+202.015 $
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM228.299 $-13.742 $
-5,7 %
242.041 $+242.041 $
GENERAL ELECTRIC COGE210.600 $-29.514 $
-12,3 %
240.114 $+240.114 $
LAM RESEARCH CORPLRCX232.035 $+4.023 $
+1,8 %
228.012 $-5.911 $
-2,5 %
233.923 $+233.923 $
J.P. Morgan Exchange-Traded Fund Trust228.854 $-2.335 $
-1,0 %
231.189 $+137 $
+0,1 %
231.052 $+3.800 $
+1,7 %
227.252 $+227.252 $
ISHARES INC223.170 $-681.705 $
-75,3 %
BlackRock Fund Advisors218.103 $+218.103 $
Beam Therapeutics Inc.BEAM216.216 $+216.216 $
Spotify Technology S.A.SPOT214.863 $+214.863 $
BANK OF AMERICA CORP /DE/BAC211.966 $+7.852 $
+3,8 %
204.114 $+204.114 $
AMERICAN EXPRESS COAXP207.051 $+207.051 $
10x Genomics, Inc.TXG205.490 $+205.490 $
Airbnb, Inc.ABNB204.259 $+204.259 $
MARSH & MCLENNAN COMPANIES, INC.MRSH203.545 $+203.545 $
RECURSION PHARMACEUTICALS, INC.RXRX143.763 $+68.967 $
+92,2 %
74.796 $+74.796 $
Archer Aviation Inc.ACHR142.496 $+142.496 $
674.477.461 $+19.183.391 $
+203,7 %
663.380.522 $+97.810.640 $
+391,3 %
607.682.874 $+35.218.805 $
+298,0 %
556.252.566 $+79.437.761 $
+172,3 %
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