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Name: |
Buck Wealth Strategies LLC |
City: |
DENVER |
State: |
CO |
Zip: |
80237 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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MRK |
Merck & Co Inc |
6 |
- |
$131.20 |
$9,117,000 |
69,095 |
3.13% |
1,038,000 |
-5,007 |
0.003 |
Drug Manufacturers - ... |
|
VZ |
Verizon Communications Inc |
7 |
- |
$40.49 |
$8,650,000 |
206,143 |
2.97% |
784,000 |
-2,499 |
0.005 |
Telecom Services - Do... |
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MSFT |
Microsoft Corp |
24 |
- |
$416.56 |
$4,630,000 |
11,004 |
1.59% |
-2,392,000 |
-7,669 |
0 |
Application Software |
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INTU |
Intuit Inc |
26 |
- |
$635.42 |
$3,305,000 |
5,085 |
1.14% |
-4,128,000 |
-6,807 |
0.002 |
Application Software |
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AAPL |
Apple Inc |
46 |
- |
$187.43 |
$1,053,000 |
6,143 |
0.36% |
-8,214,000 |
-41,991 |
0 |
Personal Computers |
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AGG |
iShares Barclays Agency Bond |
48 |
- |
$96.55 |
$866,000 |
8,845 |
0.3% |
-8,046,000 |
-80,947 |
0 |
Closed - End Fund - E... |
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STIP |
Ishares Barclays 0-5 Year T... |
49 |
- |
$99.17 |
$857,000 |
8,620 |
0.29% |
-6,362,000 |
-64,605 |
0.001 |
N/A |
|
JPM |
JP Morgan Chase & Co |
52 |
- |
$201.51 |
$623,000 |
3,111 |
0.21% |
-7,374,000 |
-43,904 |
0 |
Domestic Money Center... |
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TIP |
iShares Lehman TIPS Bond |
53 |
- |
$106.29 |
$605,000 |
5,631 |
0.21% |
-5,025,000 |
-46,747 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
55 |
- |
$525.96 |
$546,000 |
1,039 |
0.19% |
-11,717,000 |
-24,634 |
0 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
68 |
- |
$90.86 |
$339,000 |
3,586 |
0.12% |
-6,324,000 |
-63,805 |
0 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
71 |
- |
$218.09 |
$280,000 |
1,364 |
0.1% |
-4,384,000 |
-23,031 |
0 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
76 |
- |
$117.67 |
$232,000 |
2,000 |
0.08% |
-6,595,000 |
-66,281 |
0 |
Integrated Oil & Gas |
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