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| Name: |
Buck Wealth Strategies LLC |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80237 |
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data |
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| Holdings
Found :
28 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
WSO |
Watsco Inc |
79 |
Closed |
$484.45 |
$0 |
0 |
0% |
-7,052,000 |
-16,454 |
0 |
Building Materials Wh... |
|
|
BOH |
Bank Of Hawaii Corp |
98 |
Closed |
$60.06 |
$0 |
0 |
0% |
-316,000 |
-4,356 |
0 |
Domestic Regional Banks |
|
|
LULU |
Lululemon Athletica Inc |
85 |
Closed |
$352.35 |
$0 |
0 |
0% |
-333,000 |
-651 |
0 |
Textile - Apparel Clo... |
|
|
TSLA |
Tesla Motors Inc |
104 |
Closed |
$177.81 |
$0 |
0 |
0% |
-589,000 |
-2,370 |
0 |
Auto Manufacturers |
|
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PG |
Procter & Gamble Co |
91 |
Closed |
$165.76 |
$0 |
0 |
0% |
-6,870,000 |
-46,881 |
0 |
Cleaning Products |
|
|
LMT |
Lockheed Martin Corp |
97 |
Closed |
$467.18 |
$0 |
0 |
0% |
-5,536,000 |
-12,214 |
0 |
Aerospace/Defense - M... |
|
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COST |
Costco Wholesale Corp |
84 |
Closed |
$777.90 |
$0 |
0 |
0% |
-352,000 |
-532 |
0 |
Discount, Variety Stores |
|
|
DGRO |
iShares Core Dividend Growth |
103 |
Closed |
$57.92 |
$0 |
0 |
0% |
-5,253,000 |
-97,604 |
0 |
N/A |
|
|
V |
Visa Inc |
90 |
Closed |
$277.74 |
$0 |
0 |
0% |
-7,226,000 |
-27,755 |
0 |
Business Services |
|
|
IJR |
iShares Core S&P Small-Cap |
96 |
Closed |
$110.40 |
$0 |
0 |
0% |
-6,791,000 |
-62,735 |
0 |
Closed - End Fund - E... |
|
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ISRG |
Intuitive Surgical Inc |
83 |
Closed |
$372.63 |
$0 |
0 |
0% |
-246,000 |
-730 |
0 |
Medical Appliances & ... |
|
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MMM |
3M Co |
102 |
Closed |
$100.08 |
$0 |
0 |
0% |
-611,000 |
-5,594 |
0 |
Conglomerates |
|
|
SCPB |
Spdr Series Trust Term Corp... |
89 |
Closed |
$29.64 |
$0 |
0 |
0% |
-5,560,000 |
-186,698 |
0 |
Closed - End Fund - Debt |
|
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EXEL |
Exelixis Inc |
95 |
Closed |
$20.99 |
$0 |
0 |
0% |
-240,000 |
-10,000 |
0 |
Research Services |
|
|
AMGN |
Amgen Inc |
82 |
Closed |
$311.41 |
$0 |
0 |
0% |
-7,460,000 |
-25,899 |
0 |
Biotechnology |
|
|
UNH |
Unitedhealth Group Inc |
101 |
Closed |
$513.88 |
$0 |
0 |
0% |
-6,451,000 |
-12,251 |
0 |
Health Care Plans |
|
|
MCHP |
Microchip Technology Inc |
88 |
Closed |
$93.86 |
$0 |
0 |
0% |
-7,545,000 |
-83,671 |
0 |
Semiconductor - Speci... |
|
|
GOOGL |
Alphabet Inc |
94 |
Closed |
$170.34 |
$0 |
0 |
0% |
-7,474,000 |
-53,506 |
0 |
Search Engines & Info... |
|
|
AMZN |
Amazon.com Inc |
81 |
Closed |
$187.07 |
$0 |
0 |
0% |
-8,071,000 |
-53,118 |
0 |
Internet Software & S... |
|
|
WMT |
Wal-Mart Stores Inc |
100 |
Closed |
$60.24 |
$0 |
0 |
0% |
-5,693,000 |
-36,116 |
0 |
Discount, Variety Stores |
|
|
VEA |
Vanguard Europe Pacific ETF |
87 |
Closed |
$49.56 |
$0 |
0 |
0% |
-2,361,000 |
-49,286 |
0 |
Closed - End Fund - F... |
|
|
VO |
Vanguard Mid Cap VIPERS |
106 |
Closed |
$246.21 |
$0 |
0 |
0% |
-6,270,000 |
-26,952 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
93 |
Closed |
$44.02 |
$0 |
0 |
0% |
-2,191,000 |
-53,310 |
0 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
80 |
Closed |
$445.93 |
$0 |
0 |
0% |
-4,694,000 |
-11,461 |
0 |
Closed - End Fund - Debt |
|
|
KWR |
Quaker Chemical Corp |
99 |
Closed |
$184.55 |
$0 |
0 |
0% |
-209,000 |
-977 |
0 |
Specialty Chemicals |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
86 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,325,000 |
-66,202 |
0 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
105 |
Closed |
$85.26 |
$0 |
0 |
0% |
-4,700,000 |
-62,582 |
0 |
Closed - End Fund - E... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
92 |
Closed |
$132.92 |
$0 |
0 |
0% |
-221,000 |
-2,135 |
0 |
Drug Manufacturers - ... |
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