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CIK: 0001910503
Total reported value
$277.3M
$277.3M
52 檔
47.7%
The Q1 2024 SEC filing reveals that Buska Wealth Management, LLC held a total portfolio value of $277.3M, covering 52 public equity positions.
During Q1 2024, Buska Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.42% | -1.56% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.86% | -1.02% | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.08% | -0.51% | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.53% | -0.79% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.12% | +0.76% | — | |
| 6 | PNOV | Innovator U.s. Equity Power | ETF-Other | 4.38% | -0.36% | — | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.38% | -0.80% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.18% | +0.02% | — | |
| 9 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.65% | -0.05% | — | |
| 10 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.52% | -0.48% | — | |
| 11 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.37% | -0.41% | — | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.30% | +0.07% | NEW | |
| 13 | VAW | Vanguard Materials ETF | ETF-Other | 2.28% | -0.27% | — | |
| 14 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 2.20% | -0.16% | — | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.88% | -0.78% | — | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.80% | -0.78% | — | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.16% | -0.43% | — | |
| 18 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.15% | -0.04% | — | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.14% | -0.02% | — | |
| 20 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.03% | -0.03% | — | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.02% | -0.03% | — | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.89% | -0.06% | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | -0.68% | — | |
| 24 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.63% | -0.05% | — | |
| 25 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.02% | — | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.33% | — | — | |
| 27 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.33% | — | — | |
| 28 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.31% | -0.01% | — | |
| 29 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.30% | -0.01% | — | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.27% | — | — | |
| 31 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.27% | -0.08% | EXIT | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.25% | -0.03% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.06% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 35 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.21% | — | — | |
| 36 | RCM1USD | R1 Rcm Inc | Stock-Other | 0.17% | — | — | |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.17% | — | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.16% | — | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.01% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.15% | +0.08% | NEW | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.03% | — | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.11% | — | — | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.11% | -0.02% | — | |
| 45 | XEL | Xcel Energy Inc | Stock-Utilities | 0.10% | -0.01% | — | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.07% | — | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.10% | -0.01% | — | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | -0.02% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | — | — | |
| 50 | EVF | Eaton Vance Senior Income Tr | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 52 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VIG, SPYG) accounted for 47.7% of total reported equity market value during Q1 2024.
During Q1 2024, Buska Wealth Management, LLC's top holdings by market value included IVV (17.4%)、VIG (14.9%)、SPYG (11.1%). The largest single position, IVV, represented 17.4% of total portfolio value.
In Q1 2024, Buska Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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