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CIK: 0001910503
Total reported value
$277.3M
$277.3M
58 檔
61.1%
During the Q3 2024 filing period, Buska Wealth Management, LLC (CIK: 0001910503) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $277.3M across 58 reported positions.
In Q3 2024, Buska Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.74% | -1.56% | +8.25% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.81% | -1.02% | +8.19% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.59% | -0.51% | +6.42% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.85% | -0.79% | +19.38% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.11% | +0.76% | +3.07% | |
| 6 | PNOV | Innovator U.s. Equity Power | ETF-Other | 3.95% | -0.36% | -0.03% | |
| 7 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.09% | -0.48% | +13.04% | |
| 8 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.94% | -0.41% | +15.29% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 2.87% | -0.80% | +6.86% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.83% | +0.02% | -9.83% | |
| 11 | VAW | Vanguard Materials ETF | ETF-Other | 2.57% | -0.27% | +13.22% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.22% | -0.78% | +24.98% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.17% | -0.78% | +25.76% | |
| 14 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.90% | -0.16% | -3.50% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.87% | -0.05% | -0.99% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.75% | -0.43% | +37.71% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.63% | +0.07% | NEW | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.34% | -0.06% | +37.62% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.30% | -0.68% | +37.68% | |
| 20 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.65% | -0.03% | -5.20% | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.64% | -0.03% | -5.23% | |
| 22 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.59% | -0.04% | -19.71% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.57% | -0.02% | -21.32% | |
| 24 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.51% | -0.05% | -5.15% | |
| 25 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.48% | -0.06% | -11.47% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.34% | -0.02% | +117.56% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.30% | -0.07% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | -3.08% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.06% | +5.54% | |
| 30 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.26% | — | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | — | +132.11% | |
| 32 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.22% | -0.02% | -6.09% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.03% | +161.66% | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.19% | -0.03% | -1.40% | |
| 35 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.18% | -0.01% | -4.69% | |
| 36 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.16% | -0.01% | -5.79% | |
| 37 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.16% | — | -21.37% | |
| 38 | RCM1USD | R1 Rcm Inc | Stock-Other | 0.15% | — | — | |
| 39 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.15% | -0.08% | EXIT | |
| 40 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.14% | — | -26.53% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.03% | -0.06% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | -4.08% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.06% | — | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.12% | +0.08% | NEW | |
| 45 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.12% | -0.01% | +29.74% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.11% | — | -3.15% | |
| 47 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.11% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 49 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.10% | — | -9.10% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.07% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +1.1% | +19.38% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +8.19% | Add |
| 3 | VGIT | Vanguard Intermediate-term T | +0.4% | +37.71% | Add |
| 4 | XAR | Ss Spdr S&p Aerospace Def | +0.3% | +13.04% | Add |
| 5 | FIDU | Fidelity Msci Indust Indx | +0.3% | +15.29% | Add |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | NEW | New buy |
| 7 | VCIT | Vanguard Int-term Corporate | +0.3% | +37.62% | Add |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +37.68% | Add |
| 9 | PPH | Vaneck Pharmaceutical ETF | +0.3% | NEW | New buy |
| 10 | VAW | Vanguard Materials ETF | +0.2% | +13.22% | Add |
| 11 | FLOT | Ishares Floating Rate Bond E | +0.2% | +25.76% | Add |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +24.98% | Add |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +117.56% | Add |
| 14 | VTV | Vanguard Value ETF | +0.1% | +132.11% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +161.66% | Add |
| 17 | GOF | Guggenheim Strategic Opport | +0.1% | NEW | New buy |
| 18 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 19 | PCEF | Invesco Cef Income Composite | +0.1% | NEW | New buy |
| 20 | PDI | Pimco Dynamic Income Fund | +0.1% | NEW | New buy |
| 21 | WEC | Wec Energy Group Inc | 0% | +29.74% | Add |
| 22 | CLM | Cornerstone Strategic Invest | 0% | NEW | New buy |
| 23 | UNH | Unitedhealth Group Inc | 0% | +5.54% | Add |
| 24 | XEL | Xcel Energy Inc | 0% | +0.89% | Add |
| 25 | RCM1USD | R1 Rcm Inc | — | — | Unchanged |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | -3.15% | Trim |
| 27 | T | At&t Inc | — | +0.02% | Add |
| 28 | AAPL | Apple Inc | — | -0.06% | Trim |
| 29 | EVF | Eaton Vance Senior Income Tr | 0% | -13.52% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +8.25% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | -21.36% | Trim |
| 32 | PMAR | Innovator U.s. Equity Power | -0.1% | -21.37% | Trim |
| 33 | BMAR | Innovator U.s. Equity Buffer | -0.1% | -26.53% | Trim |
| 34 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 35 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 36 | AMZN | Amazon.com Inc | -0.1% | EXIT | Sold out |
| 37 | ET | Energy Transfer LP | -0.1% | EXIT | Sold out |
| 38 | UNOV | Innovator U.s. Equity Ultra | -0.1% | -5.15% | Trim |
| 39 | NVDA | Nvidia CORP | -0.1% | EXIT | Sold out |
| 40 | FDTX | Fidelity Disrupt Tech ETF | -0.2% | -11.47% | Trim |
| 41 | FSTA | Fidelity Msci Cons Stap Indx | -0.2% | -19.71% | Trim |
| 42 | FHLC | Fidelity Msci Health Care | -0.2% | -21.32% | Trim |
| 43 | BUFF | Innovator Laddered Allocatio | -0.2% | -0.99% | Trim |
| 44 | BNOV | Innovator U.s. Equity Buffer | -0.3% | -3.50% | Trim |
| 45 | XLE | Ss Energy Select Sector | -0.3% | +6.86% | Add |
| 46 | CIBR | First Trust Nasdaq Cybersecu | -0.4% | -12.39% | Trim |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | +6.42% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | +3.07% | Add |
| 49 | PNOV | Innovator U.s. Equity Power | -0.5% | -0.03% | Trim |
| 50 | XLK | Ss Technology Select Sector | -0.8% | -9.83% | Trim |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 58 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 61.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
IGSB
市值: $849.0K
Top Position Liquidated / Trimmed
NVDA
前期市值: $250.7K
During Q3 2024, Buska Wealth Management, LLC's top holdings by market value included IVV (17.7%)、VIG (14.8%)、SPYG (11.6%). The largest single position, IVV, represented 17.7% of total portfolio value.
In Q3 2024, Buska Wealth Management, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 5 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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