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CIK: 0001910503
Total reported value
$277.3M
$277.3M
58 檔
66.7%
According to the latest 13F quarterly dataset, Buska Wealth Management, LLC managed an equity portfolio of $277.3M at the end of Q4 2024, spanning 58 distinct U.S. exchange-listed positions.
Buska Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.65% | -1.56% | +6.24% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.22% | -1.02% | +5.80% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.98% | -0.51% | +6.28% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.27% | -0.79% | +14.09% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.12% | +0.76% | +4.15% | |
| 6 | PNOV | Innovator U.s. Equity Power | ETF-Other | 3.65% | -0.36% | -1.95% | |
| 7 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.31% | -0.48% | +10.79% | |
| 8 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.95% | -0.41% | +12.26% | |
| 9 | XLE | Ss Energy Select Sector | ETF-Other | 2.81% | -0.80% | +9.44% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.60% | -0.78% | +28.06% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.56% | -0.78% | +29.03% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.45% | +0.02% | -8.24% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.15% | -0.43% | +39.00% | |
| 14 | VAW | Vanguard Materials ETF | ETF-Other | 1.91% | -0.27% | -8.54% | |
| 15 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.79% | -0.16% | -0.39% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.64% | -0.06% | +38.64% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.62% | -0.68% | +38.86% | |
| 18 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.57% | -0.05% | -9.90% | |
| 19 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.46% | +0.07% | NEW | |
| 20 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 0.68% | -0.46% | EXIT | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.07% | +138.29% | |
| 22 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.03% | -17.36% | |
| 23 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.48% | -0.03% | -21.06% | |
| 24 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.48% | -0.05% | +1.19% | |
| 25 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.43% | -0.04% | -17.83% | |
| 26 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.42% | -0.06% | -12.20% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.39% | -0.02% | -17.00% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.02% | +206.58% | |
| 29 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.30% | -0.50% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | — | +12.80% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | +25.81% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.06% | +11.86% | |
| 33 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.20% | -0.02% | -3.20% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -24.63% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.17% | -0.03% | — | |
| 36 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.15% | — | -29.01% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.01% | +13.20% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.03% | — | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.13% | -0.01% | -22.13% | |
| 40 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.13% | — | -12.86% | |
| 41 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.13% | -0.08% | EXIT | |
| 42 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.12% | — | +18.21% | |
| 43 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | — | -11.86% | |
| 44 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | -24.39% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.06% | +0.06% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.01% | +20.29% | |
| 47 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.10% | -0.24% | EXIT | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.07% | +3.17% | |
| 49 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.10% | -0.02% | +27.37% | |
| 50 | EVF | Eaton Vance Senior Income Tr | Stock-Other | 0.09% | — | +25.93% |
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 Q4 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 66.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
KBWP
市值: $2.1M
Top Position Liquidated / Trimmed
RCM1USD
前期市值: $425.1K
During Q4 2024, Buska Wealth Management, LLC's top holdings by market value included IVV (17.6%)、VIG (14.2%)、SPYG (12.0%). The largest single position, IVV, represented 17.6% of total portfolio value.
In Q4 2024, Buska Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 21 holdings, and fully liquidating 3 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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