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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Buck Wealth Strategies, LLC

Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0001973259-23-000002

Total Value
$213.8M
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872009,663$4.1M1.94%
2ISHARES TR46428780425,872$2.4M1.14%
3ISHARES TR4642872005,681$2.4M1.14%
4APPLE INCAAPL13,448$2.3M1.08%
5ISHARES TR46428730933,226$2.3M1.06%
6VANGUARD INDEX FDS92290862910,736$2.2M1.05%
7AMAZON COM INCAMZN17,436$2.2M1.04%
8ISHARES TR46428722622,370$2.1M0.98%
9ISHARES TR46429B74721,127$2.0M0.96%
10CISCO SYS INCCSCO37,872$2.0M0.95%
11AMGEN INCAMGN7,571$2.0M0.95%
12VERIZON COMMUNICATIONS INCVZ61,440$2.0M0.93%
13APPLE INCAAPL11,615$2.0M0.93%
14WASTE MGMT INC DEL94106L10913,043$2.0M0.93%
15WATSCO INCWSO-B5,183$2.0M0.92%
16MERCK CO INCMRK18,751$1.9M0.90%
17ALPHABET INCGOOG14,733$1.9M0.90%
18WALMART INCWMT11,885$1.9M0.89%
19PFIZER INCPFE56,430$1.9M0.88%
20EXXON MOBIL CORPXOM15,902$1.9M0.87%
21ABBVIE INCABBV12,394$1.8M0.86%
22JPMORGAN CHASE COVYLD12,736$1.8M0.86%
23PROCTER AND GAMBLE CO74271810912,659$1.8M0.86%
24COCA COLA COKO32,935$1.8M0.86%
25ISHARES TR46429B74718,354$1.8M0.83%
26MICROCHIP TECHNOLOGY INC.MCHPP22,714$1.8M0.83%
27CVS HEALTH CORPCVS25,324$1.8M0.83%
28FIRST TR EXCHANGE-TRADED FD33738R11831,351$1.8M0.82%
29VISA INCV7,581$1.7M0.82%
30UNITEDHEALTH GROUP INCUNH3,405$1.7M0.80%
31MICROSOFT CORPMSFT5,381$1.7M0.79%
32AMDOCS LTDDOX19,476$1.6M0.77%
33ISHARES TR46428722617,410$1.6M0.77%
34ISHARES TR46434V62132,747$1.6M0.76%
35LOCKHEED MARTIN CORPLMT3,963$1.6M0.76%
36INTUITINTU3,071$1.6M0.73%
37SPDR SER TR78464A47452,283$1.5M0.72%
38ISHARES TR46436E71814,488$1.5M0.68%
39ISHARES TR46428717614,037$1.5M0.68%
40ISHARES TR4642872003,320$1.4M0.67%
41SPDR GOLD TRGLD8,163$1.4M0.65%
42ISHARES TR46428717613,289$1.4M0.64%
43ISHARES TR46436E71812,936$1.3M0.61%
44AMAZON COM INCAMZN9,506$1.2M0.57%
45APPLE INCAAPL7,008$1.2M0.56%
46ISHARES TR46434V62124,115$1.2M0.56%
47ISHARES TR46428743213,419$1.2M0.56%
48SPDR SER TR78464A47440,534$1.2M0.56%
49ISHARES TR46432F85924,905$1.2M0.54%
50ISHARES TR46428780411,926$1.1M0.53%
51VANGUARD INDEX FDS9229086295,378$1.1M0.52%
52AMGEN INCAMGN4,063$1.1M0.51%
53ISHARES TR46432F85923,056$1.1M0.50%
54MICROSOFT CORPMSFT3,380$1.1M0.50%
55WATSCO INCWSO-B2,814$1.1M0.50%
56FIRST TR EXCHANGE-TRADED FD33738R11818,760$1.1M0.49%
57EXXON MOBIL CORPXOM8,796$1.0M0.48%
58WALMART INCWMT6,461$1.0M0.48%
59JPMORGAN CHASE COVYLD7,027$1.0M0.48%
60ALPHABET INCGOOG7,782$1.0M0.48%
61ABBVIE INCABBV6,679$995,5430.47%
62CISCO SYS INCCSCO18,414$989,9450.46%
63JPMORGAN CHASE COVYLD6,762$980,6210.46%
64PROCTER AND GAMBLE CO7427181096,722$980,5360.46%
65MICROCHIP TECHNOLOGY INC.MCHPP12,463$972,7240.45%
66UNITEDHEALTH GROUP INCUNH1,908$961,7560.45%
67JANUS DETROIT STR TR47103U88620,048$961,6900.45%
68SPDR GOLD TRGLD5,597$959,6060.45%
69WASTE MGMT INC DEL94106L1096,251$952,9710.45%
70CVS HEALTH CORPCVS13,635$952,0100.45%
71VISA INCV4,137$951,6460.45%
72JANUS DETROIT STR TR47103U88619,776$948,6780.44%
73PGIM ETF TR69344A10718,851$932,9240.44%
74PGIM ETF TR69344A10718,626$921,7820.43%
75MERCK CO INCMRK8,934$919,7750.43%
76LOCKHEED MARTIN CORPLMT2,203$901,0210.42%
77COCA COLA COKO15,908$890,5090.42%
78AMDOCS LTDDOX10,484$885,7650.41%
79PFIZER INCPFE26,510$879,3240.41%
80VANGUARD TAX-MANAGED FDS92194385820,010$874,8370.41%
81J P MORGAN EXCHANGE TRADED F46641Q83717,101$858,1050.40%
82VANGUARD INTL EQUITY INDEX F92204285821,573$845,8640.40%
83AMAZON COM INCAMZN6,641$844,2040.39%
84VERIZON COMMUNICATIONS INCVZ25,999$842,6390.39%
85INTUITINTU1,638$837,0060.39%
86ISHARES TR4642872001,921$824,9550.39%
87ALPHABET INCGOOG6,139$803,3500.38%
88APPLE INCAAPL4,666$798,8420.37%
89ISHARES TR4642874328,553$758,5490.35%
90CISCO SYS INCCSCO13,588$730,5120.34%
91ISHARES TR46429B7477,478$724,7630.34%
92APPLE INCAAPL4,214$721,4790.34%
93WASTE MGMT INC DEL94106L1094,713$718,5140.34%
94ISHARES TR46436E7187,095$714,2480.33%
95MICROSOFT CORPMSFT2,260$713,4800.33%
96AMAZON COM INCAMZN5,604$712,3800.33%
97PROCTER AND GAMBLE CO7427181094,860$708,9430.33%
98MERCK CO INCMRK6,881$708,3580.33%
99MICROSOFT CORPMSFT2,234$705,4920.33%
100PFIZER INCPFE20,686$686,1620.32%
101UNITEDHEALTH GROUP INCUNH1,358$684,9020.32%
102CISCO SYS INCCSCO12,738$684,7920.32%
103AMAZON COM INCAMZN5,368$682,3800.32%
104COCA COLA COKO12,181$681,9020.32%
105AMGEN INCAMGN2,524$678,2860.32%
106ISHARES TR4642872267,192$676,3220.32%
107WALMART INCWMT4,143$662,5790.31%
108WASTE MGMT INC DEL94106L1094,346$662,4580.31%
109MERCK CO INCMRK6,418$660,7830.31%
110ISHARES TR46436E7186,562$660,5970.31%
111WATSCO INCWSO-B1,736$655,7450.31%
112JANUS DETROIT STR TR47103U88613,594$652,1040.30%
113J P MORGAN EXCHANGE TRADED F46641Q83712,939$649,2750.30%
114ISHARES TR4642872266,873$646,3680.30%
115ISHARES TR4642873099,393$642,6630.30%
116ABBVIE INCABBV4,311$642,6290.30%
117AMGEN INCAMGN2,384$640,7240.30%
118WATSCO INCWSO-B1,696$640,6130.30%
119ISHARES TR46429B7476,564$636,1650.30%
120EXXON MOBIL CORPXOM5,409$635,9670.30%
121VERIZON COMMUNICATIONS INCVZ19,590$634,9120.30%
122PGIM ETF TR69344A10712,796$633,2740.30%
123JPMORGAN CHASE COVYLD4,344$629,9820.29%
124ISHARES TR4642878046,632$625,5780.29%
125PFIZER INCPFE18,785$623,0960.29%
126EXXON MOBIL CORPXOM5,296$622,6760.29%
127CISCO SYS INCCSCO11,551$620,9820.29%
128WALMART INCWMT3,881$620,6910.29%
129AMGEN INCAMGN2,306$619,8800.29%
130WALMART INCWMT3,866$618,2890.29%
131CVS HEALTH CORPCVS8,844$617,4750.29%
132VERIZON COMMUNICATIONS INCVZ19,041$617,1040.29%
133COCA COLA COKO10,980$614,6440.29%
134VISA INCV2,641$607,4520.28%
135MICROCHIP TECHNOLOGY INC.MCHPP7,745$604,4630.28%
136ALPHABET INCGOOG4,611$603,3950.28%
137VANGUARD INDEX FDS9229086292,867$596,9920.28%
138WATSCO INCWSO-B1,576$595,2870.28%
139ABBVIE INCABBV3,989$594,6000.28%
140JPMORGAN CHASE COVYLD4,073$590,6660.28%
141WASTE MGMT INC DEL94106L1093,866$589,3330.28%
142PROCTER AND GAMBLE CO7427181094,019$586,2110.27%
143ALPHABET INCGOOG4,476$585,7290.27%
144MICROCHIP TECHNOLOGY INC.MCHPP7,481$583,8920.27%
145EXXON MOBIL CORPXOM4,951$582,1390.27%
146CVS HEALTH CORPCVS8,189$571,7560.27%
147LOCKHEED MARTIN CORPLMT1,393$569,5140.27%
148VISA INCV2,468$567,6650.27%
149VISA INCV2,466$567,2160.27%
150MICROSOFT CORPMSFT1,790$565,1930.26%
151ABBVIE INCABBV3,780$563,4440.26%
152MERCK CO INCMRK5,456$561,6950.26%
153PROCTER AND GAMBLE CO7427181093,848$561,2890.26%
154UNITEDHEALTH GROUP INCUNH1,111$560,1550.26%
155TESLA INCTSLA2,232$558,5220.26%
156AMDOCS LTDDOX6,607$558,2020.26%
157PFIZER INCPFE16,818$557,8530.26%
158ISHARES TR4642871765,276$547,2750.26%
159CVS HEALTH CORPCVS7,827$546,4900.26%
160UNITEDHEALTH GROUP INCUNH1,077$543,0130.25%
161COCA COLA COKO9,642$539,7590.25%
162MICROCHIP TECHNOLOGY INC.MCHPP6,823$532,5350.25%
163INTUITINTU1,023$522,6920.24%
164AMDOCS LTDDOX6,185$522,5710.24%
165LOCKHEED MARTIN CORPLMT1,276$521,8330.24%
166INTUITINTU1,016$519,1150.24%
167AMDOCS LTDDOX6,090$514,5440.24%
168ISHARES TR46434V62110,356$512,9250.24%
169ISHARES TR4642873097,451$509,8190.24%
170VERIZON COMMUNICATIONS INCVZ15,671$507,8970.24%
171INTUITINTU992$506,8520.24%
172LOCKHEED MARTIN CORPLMT1,232$503,9770.24%
173SPDR SER TR78464A47416,716$490,1030.23%
174FIRST TR EXCHANGE-TRADED FD33738R1188,686$487,1810.23%
175SPDR SER TR78464A47416,588$486,3730.23%
176ISHARES TR46434V6219,818$486,2700.23%
177JANUS DETROIT STR TR47103U88610,133$486,0950.23%
178ISHARES TR4642871764,672$484,5290.23%
179PGIM ETF TR69344A1079,540$472,1370.22%
180J P MORGAN EXCHANGE TRADED F46641Q8379,307$467,0220.22%
181ISHARES TR46432F8599,938$460,9250.22%
182VANGUARD TAX-MANAGED FDS92194385810,455$457,0840.21%
183ISHARES TR46429B7474,647$450,3500.21%
184ISHARES TR4642872001,014$435,4850.20%
185VANGUARD INTL EQUITY INDEX F92204285810,800$423,4550.20%
186APPLE INCAAPL2,463$421,6230.20%
187SPDR GOLD TRGLD2,425$415,7660.19%
188ISHARES TR46432F8598,935$414,4070.19%
189AMAZON COM INCAMZN3,259$414,2840.19%
190ISHARES TR4642872264,401$413,8400.19%
191SPDR SER TR78464A47414,073$412,6150.19%
192ISHARES TR46432F8598,509$394,6370.18%
193FIRST TR EXCHANGE-TRADED FD33738R1187,036$394,6330.18%
194ISHARES TR464287200903$387,8620.18%
195VANGUARD INDEX FDS9229086291,842$383,6240.18%
196ISHARES TR4642878044,020$379,2280.18%
197ISHARES TR464287200881$378,5130.18%
198AMGEN INCAMGN1,392$374,2400.18%
199WATSCO INCWSO-B981$370,6940.17%
200ISHARES TR464287200846$363,3900.17%
201ISHARES TR4642871763,495$362,4780.17%
202WALMART INCWMT2,249$359,6370.17%
203SPDR GOLD TRGLD2,080$356,6160.17%
204JPMORGAN CHASE COVYLD2,448$354,9940.17%
205EXXON MOBIL CORPXOM2,990$351,5480.16%
206ABBVIE INCABBV2,351$350,4630.16%
207PROCTER AND GAMBLE CO7427181092,399$349,8720.16%
208CISCO SYS INCCSCO6,477$348,1800.16%
209ALPHABET INCGOOG2,653$347,1720.16%
210SPDR SER TR78464A47411,809$346,2400.16%
211MICROCHIP TECHNOLOGY INC.MCHPP4,407$343,9350.16%
212CVS HEALTH CORPCVS4,851$338,6910.16%
213WASTE MGMT INC DEL94106L1092,212$337,2600.16%
214CHEVRON CORP NEWCVX1,990$335,4990.16%
215MICROSOFT CORPMSFT1,050$331,5690.16%
216ISHARES TR46436E7183,291$331,3210.15%
217UNITEDHEALTH GROUP INCUNH656$330,9130.15%
218VISA INCV1,433$329,5140.15%
219ISHARES TR4642874323,655$324,1280.15%
220ISHARES TR46432F8596,986$324,0110.15%
221MERCK CO INCMRK3,139$323,1210.15%
222LOCKHEED MARTIN CORPLMT777$317,8110.15%
223ISHARES TR46436E7183,125$314,5590.15%
224J P MORGAN EXCHANGE TRADED F46641Q8376,238$313,0080.15%
225COCA COLA COKO5,564$311,4700.15%
226AMDOCS LTDDOX3,681$311,0420.15%
227PFIZER INCPFE9,259$307,1210.14%
228JANUS DETROIT STR TR47103U8866,220$298,3780.14%
229ISHARES TR4642874323,317$294,1560.14%
230ISHARES TR46436E7182,908$292,7190.14%
231J P MORGAN EXCHANGE TRADED F46641Q8375,778$289,9520.14%
232PGIM ETF TR69344A1075,847$289,3580.14%
233INTUITINTU563$287,6590.13%
234VERIZON COMMUNICATIONS INCVZ8,765$284,0720.13%
235ISHARES TR46429B7472,874$278,5480.13%
236ISHARES TR46429B7472,838$275,0900.13%
237SPDR SER TR78464A4749,171$268,9080.13%
238ISHARES TR4642872262,851$268,0670.13%
239ISHARES TR4642872262,812$264,4400.12%
240APPLE INCAAPL1,532$262,3110.12%
241ISHARES TR46429B7472,696$261,2900.12%
242AMAZON COM INCAMZN2,039$259,1980.12%
243ISHARES TR4642872262,709$254,7110.12%
244ISHARES TR4642871762,455$254,6330.12%
245ISHARES TR46436E7182,529$254,5940.12%
246ISHARES TR46436E7182,487$250,3870.12%
247JANUS DETROIT STR TR47103U8865,136$246,3830.12%
248PACKAGING CORP AMER6951561091,591$244,3430.11%
249PGIM ETF TR69344A1074,830$239,0600.11%
250CISCO SYS INCCSCO4,441$238,7510.11%
251AMGEN INCAMGN883$237,3220.11%
252CATERPILLAR INCCAT858$234,1860.11%
253ISHARES TR46432F8595,048$234,1120.11%
254WASTE MGMT INC DEL94106L1091,532$233,5110.11%
255PRUDENTIAL FINL INCPUKPF2,442$231,7350.11%
256ISHARES TR46434V6214,605$228,0970.11%
257EATON CORP PLCETN1,067$227,5510.11%
258MERCK CO INCMRK2,209$227,4010.11%
259VANGUARD TAX-MANAGED FDS9219438585,185$226,6850.11%
260WALMART INCWMT1,412$225,8500.11%
261ALPHABET INCGOOG1,717$224,6870.11%
262EXXON MOBIL CORPXOM1,907$224,1660.10%
263LYONDELLBASELL INDUSTRIES NLYB2,358$223,3480.10%
264ISHARES TR4642878042,361$222,7370.10%
265ISHARES TR4642878042,327$219,4920.10%
266JPMORGAN CHASE COVYLD1,507$218,5290.10%
267EXELIXIS INCEXEL10,000$218,5000.10%
268ISHARES TR46436E7182,168$218,2300.10%
269WATSCO INCWSO-B576$217,6720.10%
270JANUS DETROIT STR TR47103U8864,536$217,5760.10%
271PAYCHEX INCPAYX1,886$217,4730.10%
272COCA COLA COKO3,878$217,0660.10%
273VANGUARD INTL EQUITY INDEX F9220428585,533$216,9370.10%
274ISHARES TR4642878042,299$216,8920.10%
275PROCTER AND GAMBLE CO7427181091,482$216,2020.10%
276ABBVIE INCABBV1,445$215,4310.10%
277SPDR GOLD TRGLD1,252$214,6550.10%
278PFIZER INCPFE6,442$213,6970.10%
279INTUITIVE SURGICAL INCISRG730$213,3720.10%
280PGIM ETF TR69344A1074,277$211,6720.10%
281ISHARES TR4642871762,024$209,8780.10%
282ISHARES TR4642873093,051$208,7310.10%
283VANGUARD INDEX FDS922908629993$206,7950.10%
284MICROSOFT CORPMSFT647$204,3930.10%
285VANGUARD INDEX FDS922908629981$204,3700.10%
2863M COMMM2,177$203,7960.10%
287CONSOLIDATED EDISON INCED2,378$203,3660.10%
288CVS HEALTH CORPCVS2,907$202,9620.09%
289MICROCHIP TECHNOLOGY INC.MCHPP2,589$202,0520.09%
290VERIZON COMMUNICATIONS INCVZ6,221$201,6080.09%
291SOUTHERN COSOMN3,109$201,2320.09%
292ALLIANT ENERGY CORPLNT4,146$200,8930.09%
293VANGUARD INDEX FDS922908629961$200,0210.09%