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CIK: 0001910503
Total reported value
$277.3M
$277.3M
64 檔
66.6%
In Q1 2025, Buska Wealth Management, LLC's U.S. equity holdings reached a combined market value of $277.3M, distributed across 64 disclosed stock positions.
In Q1 2025, Buska Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 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 | 16.89% | -1.56% | +2.42% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.09% | -1.02% | +2.16% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.12% | -0.51% | +3.62% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.80% | -0.79% | +6.35% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.98% | +0.76% | +8.33% | |
| 6 | PNOV | Innovator U.s. Equity Power | ETF-Other | 3.42% | -0.36% | -2.68% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 3.12% | -0.80% | +3.97% | |
| 8 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.93% | -0.48% | -6.52% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.87% | -0.78% | +12.48% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.85% | -0.41% | +1.53% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.83% | -0.78% | +12.63% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.51% | -0.43% | +16.64% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.90% | -0.06% | +16.27% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.86% | -0.68% | +16.55% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.86% | +0.02% | -12.88% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.65% | +0.07% | NEW | |
| 17 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.63% | -0.16% | -4.47% | |
| 18 | VAW | Vanguard Materials ETF | ETF-Other | 1.61% | -0.27% | -14.78% | |
| 19 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.50% | -0.05% | -1.00% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.84% | -0.07% | +33.51% | |
| 21 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.70% | -0.50% | +135.51% | |
| 22 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 0.59% | -0.46% | EXIT | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | +0.75% | — | |
| 24 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.03% | -5.50% | |
| 25 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.45% | -0.05% | -3.00% | |
| 26 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.42% | -0.04% | -3.42% | |
| 27 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.42% | -0.03% | -7.51% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.37% | -0.02% | -6.14% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.02% | +3.54% | |
| 30 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.31% | -0.06% | -14.50% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | — | +3.13% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.06% | +1.56% | |
| 33 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.24% | +0.14% | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.03% | +3.55% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | -0.36% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.18% | -0.03% | -6.87% | |
| 37 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.17% | -0.02% | -8.05% | |
| 38 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.15% | — | +28.78% | |
| 39 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.14% | — | — | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.14% | -0.24% | EXIT | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.01% | +5.14% | |
| 42 | ZMAR | Inovatr E D Prct ETF - 1 Mar | ETF-Other | 0.12% | — | — | |
| 43 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.12% | — | -4.15% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.06% | -0.22% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.12% | -0.07% | +0.81% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.12% | -0.01% | -5.41% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.03% | -0.95% | |
| 48 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 0.11% | — | -26.48% | |
| 49 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.11% | -0.02% | +24.15% | |
| 50 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.11% | -0.08% | EXIT |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 64 disclosed positions in Q1 2025.
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 66.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VYMI
市值: $1.5M
Top Position Liquidated / Trimmed
PNOV
前期市值: $11.4M
During Q1 2025, Buska Wealth Management, LLC's top holdings by market value included IVV (16.9%)、VIG (14.1%)、SPYG (11.1%). The largest single position, IVV, represented 16.9% of total portfolio value.
In Q1 2025, Buska Wealth Management, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 18 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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