Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 November 6, 2023 · Accession 0001973259-23-000005

Total Value
$230.6M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46436E718581,741$55.3M24.00%
2APPLE INCAAPL49,495$9.6M4.16%
3AMAZON COM INCAMZN61,490$8.0M3.48%
4MICROCHIP TECHNOLOGY INC.MCHPP69,274$6.2M2.69%
5WASTE MGMT INC DEL94106L10935,707$6.2M2.69%
6MICROSOFT CORPMSFT17,974$6.1M2.65%
7JPMORGAN CHASE & COVYLD41,966$6.1M2.65%
8WATSCO INCWSO-B15,630$6.0M2.59%
9PROCTER AND GAMBLE CO74271810939,222$6.0M2.58%
10WALMART INCWMT37,716$5.9M2.57%
11MERCK & CO INCMRK51,087$5.9M2.56%
12AMDOCS LTDDOX58,521$5.8M2.51%
13ALPHABET INCGOOG48,014$5.7M2.49%
14VANGUARD INDEX FDS92290862926,355$5.7M2.46%
15CISCO SYS INCCSCO108,712$5.6M2.44%
16LOCKHEED MARTIN CORPLMT12,034$5.5M2.40%
17VISA INCV22,979$5.5M2.37%
18VERIZON COMMUNICATIONS INCVZ146,485$5.4M2.36%
19COCA COLA COKO89,301$5.4M2.33%
20AT&T INCT-PC326,957$5.2M2.26%
21EXXON MOBIL CORPXOM48,264$5.2M2.25%
22SPDR SER TR78464A474175,099$5.2M2.24%
23AMGEN INCAMGN23,073$5.1M2.22%
24CVS HEALTH CORPCVS73,552$5.1M2.21%
25ABBVIE INCABBV37,608$5.1M2.20%
26UNITEDHEALTH GROUP INCUNH10,314$5.0M2.15%
27PFIZER INCPFE133,019$4.9M2.12%
28FIRST TR EXCHANGE-TRADED FD33738R11876,212$4.5M1.95%
29SPDR GOLD TRGLD22,878$4.1M1.77%
30J P MORGAN EXCHANGE TRADED F46641Q83773,238$3.7M1.59%
31VANGUARD TAX-MANAGED FDS92194385844,303$2.0M0.89%
32VANGUARD INTL EQUITY INDEX F92204285847,472$2.0M0.85%
33TESLA INCTSLA2,779$727,4910.32%
34CHEVRON CORP NEWCVX2,086$328,3080.14%
35INTUITIVE SURGICAL INCISRG700$239,3580.10%
36EXELIXIS INCEXEL10,000$191,1000.08%
37BANK HAWAII CORP0625401094,309$177,6420.08%
38NORTHROP GRUMMAN CORPNOC369$168,2600.07%
39BERKSHIRE HATHAWAY INC DELBRK-A493$168,1130.07%
40NETFLIX INCNFLX350$154,1720.07%
41COSTCO WHSL CORP NEW22160K105281$151,1280.07%
42INVESCO EXCH TRD SLF IDX FDIVZ6,460$141,0310.06%
43PROGRESSIVE CORP743315103986$130,5730.06%
44HAWAIIAN ELEC INDUSTRIES4198701003,480$125,9680.05%
45ALTRIA GROUP INCMO2,655$120,2490.05%
46NEXTERA ENERGY INCNEE-PW1,620$120,2040.05%
47DISNEY WALT CO2546871061,325$118,3210.05%
48INVESCO EXCH TRADED FD TR IIIVZ1,668$117,4370.05%
49VANGUARD WORLD FD921910840730$109,5560.05%
50HONEYWELL INTL INC438516106511$106,0570.05%
51STARBUCKS CORPSBUX1,046$103,6570.04%
52SELECT SECTOR SPDR TR81369Y506873$101,9410.04%
53PGIM ETF TR69344A1072,000$98,8200.04%
54ALLSTATE CORPALL-PJ892$97,3070.04%
55NOVO-NORDISK A SNONOF598$96,7740.04%
56LULULEMON ATHLETICA INCLULU250$94,6250.04%
57NVIDIA CORPORATIONNVDA207$87,5650.04%
58SPDR S&P 500 ETF TRSPY180$79,7900.03%
59MORGAN STANLEYMS-PQ916$78,2400.03%
60THE CIGNA GROUP125523100265$74,3590.03%
61INTERDIGITAL INCIDCC715$69,0330.03%
62HCA HEALTHCARE INCHCA225$68,2830.03%
63MCDONALDS CORPMCD222$66,2470.03%
64PAYCHEX INCPAYX591$66,1150.03%
65FEDEX CORPFDX262$64,9500.03%
66PRUDENTIAL FINL INCPUKPF727$64,1360.03%
67EATON CORP PLCETN318$63,9500.03%
68UNITED PARCEL SERVICE INCUPS356$63,8130.03%
69CATERPILLAR INCCAT259$63,7270.03%
70VANGUARD WORLD FDS92204A504182$63,5020.03%
713M COMMM633$63,3960.03%
72LYONDELLBASELL INDUSTRIES NLYB688$63,1790.03%
73PACKAGING CORP AMER695156109471$62,2470.03%
74SOUTHERN COSOMN875$61,4690.03%
75ALLIANT ENERGY CORPLNT1,169$61,3490.03%
76CONSOLIDATED EDISON INCED672$60,7490.03%
77ISHARES INC46434G8631,248$59,7430.03%
78METLIFE INCMET-PF951$53,7500.02%
79MANULIFE FINL CORP56501R1062,760$52,1950.02%
80GUGGENHEIM STRATEGIC OPPORTUGOF3,171$50,4190.02%
81US BANCORP DELUSB-PS1,504$49,6920.02%
82INVENTRUST PPTYS CORP46124J2012,135$49,4040.02%
83CAL MAINE FOODS INCCALM1,073$48,2850.02%
84FS KKR CAP CORPFSK2,514$48,2170.02%
85WP CAREY INC92936U109677$45,7380.02%
86MARATHON PETE CORPMARA391$45,5910.02%
87THERMO FISHER SCIENTIFIC INCTMO83$43,3310.02%
88AGILENT TECHNOLOGIES INCA356$42,7770.02%
89PHILLIPS EDISON & CO INCPECO1,225$41,7480.02%
90UNION PAC CORPUNP196$40,1530.02%
91MONDELEZ INTL INC609207105543$39,5830.02%
92HOME DEPOT INCHD123$38,1230.02%
93ARK ETF TR00214Q2031,192$37,7750.02%
94NUSHARES ETF TRNU1,723$35,7010.02%
95INVESCO QQQ TRIVZ91$33,6190.01%
96SCHWAB CHARLES CORPSCHW-PJ571$32,3540.01%
97EXP WORLD HLDGS INCEXPI1,590$32,2450.01%
98PAYPAL HLDGS INCPYPL452$30,1620.01%
99META PLATFORMS INCMETA102$29,2720.01%
100LOWES COS INC548661107128$28,9390.01%
101SHELL PLCRYDAF450$27,1710.01%
102JOHNSON & JOHNSONJNJ163$27,0150.01%
103DISCOVER FINL SVCS254709108221$25,8240.01%
104SUN LIFE FINANCIAL INC.SUNFF476$24,8090.01%
105PUBLIC SVC ENTERPRISE GRP IN744573106390$24,4180.01%
106SPDR DOW JONES INDL AVERAGE78467X10969$23,7260.01%
107PHILIP MORRIS INTL INC718172109238$23,1990.01%
108EDWARDS LIFESCIENCES CORPEW240$22,6390.01%
109VANECK ETF TRUST92189F676146$22,2290.01%
110INTEL CORPINTC661$22,1150.01%
111MARRIOTT INTL INC NEW571903202113$20,7570.01%
112NXP SEMICONDUCTORS N VNXPI95$19,3460.01%
113BALL CORPBALL332$19,3260.01%
114VANGUARD WHITEHALL FDS921946406179$18,9980.01%
115DEERE & CODE46$18,8030.01%
116INTUITINTU40$18,3990.01%
117MIRATI THERAPEUTICS INC60468T105500$18,0650.01%
118ILLINOIS TOOL WKS INC45230810970$17,5680.01%
119ZSCALER INCZS120$17,5560.01%
120KEYSIGHT TECHNOLOGIES INCKEYS102$17,0800.01%
121AMERICAN TOWER CORP NEW03027X10087$16,9420.01%
122FMC CORPFMC162$16,9030.01%
123REGAL REXNORD CORPORATIONRRX107$16,4670.01%
124UFP INDUSTRIES INCUFPI168$16,3040.01%
125GIBRALTAR INDS INC374689107259$16,2960.01%
126ARCHER DANIELS MIDLAND COADM214$16,1700.01%
127JUNIPER NETWORKS INC48203R104515$16,1350.01%
128BOSTON SCIENTIFIC CORPBSX298$16,1190.01%
129VANGUARD ADMIRAL FDS INC921932885182$16,1170.01%
130HUB GROUP INCHUBG200$16,0640.01%
131DOW INCDOW300$15,9780.01%
132BANK NEW YORK MELLON CORP064058100357$15,8940.01%
133PROSHARES TR74347B680225$15,8110.01%
134DANAHER CORPORATION23585110265$15,6000.01%
135FLEETCOR TECHNOLOGIES INC33904110561$15,3160.01%
136PACER FDS TR69374H105369$15,2550.01%
137HUMANA INCHUM34$15,2020.01%
138FACTSET RESH SYS INC30307510537$14,8240.01%
139NVE CORPNVT150$14,6160.01%
140SKYWORKS SOLUTIONS INCSWKS128$14,1680.01%
141HUNTINGTON INGALLS INDS INC44641310659$13,3500.01%
142RIVIAN AUTOMOTIVE INCRIVN800$13,3280.01%
143FISERV INCFISV105$13,2460.01%
144GENPACT LIMITEDG339$12,7440.01%
145ACTIVISION BLIZZARD INC00507V109151$12,7290.01%
146GENERAL ELECTRIC CO369604301111$12,1930.01%
147TARGET CORPTGT91$12,0040.01%
148BAXTER INTL INC071813109261$11,8910.01%
149FIDELITY COVINGTON TRUST316092352335$11,0080.00%
150AMERISOURCEBERGEN CORPCOR52$10,0060.00%
151VANGUARD SCOTTSDALE FDS92206C771206$9,6620.00%
152NUSTAR ENERGY LPNU534$9,1530.00%
153BP PLCBPPFF250$8,8230.00%
154SUNOCO LP/SUNOCO FIN CORPSUN200$8,7120.00%
155VENTAS INCVTR183$8,6360.00%
156BANK AMERICA CORP060505104299$8,5820.00%
157PROLOGIS INC.PLDGP69$8,4610.00%
158MASCO CORPMAS146$8,3770.00%
159WISDOMTREE TRWT312$8,2740.00%
160ARCHER AVIATION INCACHR-WT2,000$8,2400.00%
161PEPSICO INCPEP44$8,1500.00%
162MPLX LPMPLXP238$8,0780.00%
163ROBLOX CORPRBLX200$8,0600.00%
164FRANCHISE GROUP INC35180X105260$7,4460.00%
165WHITEHORSE FIN INCWHFCL575$7,3770.00%
166DUFF & PHELPS UTLITY AND INF26433C105750$7,2980.00%
167MGM RESORTS INTERNATIONALMGM158$6,9390.00%
168ELLINGTON FINANCIAL INCEFC-PD500$6,9000.00%
169UIPATH INCPATH400$6,6280.00%
170TEKLA LIFE SCIENCES INVSHQL481$6,5130.00%
171DUKE ENERGY CORP NEWDUKB71$6,3890.00%
172ETF SER SOLUTIONS26922A321140$6,3370.00%
173TFS FINL CORP87240R107500$6,2850.00%
174BLACKSTONE INCBX67$6,2290.00%
175SALESFORCE INCCRM29$6,1270.00%
176HONDA MOTOR LTDHNDAF200$6,0620.00%
177ANNALY CAPITAL MANAGEMENT INNLY-PJ300$6,0030.00%
178INTERNATIONAL BUSINESS MACHSINTR44$5,8880.00%
179VANGUARD BD INDEX FDS92193783580$5,8150.00%
180EMERSON ELEC COEMR63$5,6970.00%
181CARVANA COCVNA219$5,6760.00%
182BAIDU INCBAIDF41$5,6130.00%
183NICE LTDNCSYF27$5,5760.00%
184AMERICAN EXPRESS COAXP30$5,2260.00%
185PIMCO ETF TR72201R78357$5,1980.00%
186DOCUSIGN INCDOCU100$5,1090.00%
187GENUINE PARTS COGPC29$4,9560.00%
188LILLY ELI & COLLY10$4,8980.00%
189CONOCOPHILLIPSCOP47$4,8810.00%
190AST SPACEMOBILE INCASTS1,000$4,7000.00%
191CINTAS CORPCTAS9$4,6270.00%
192AGILON HEALTH INCAGL260$4,5080.00%
193CHUBB LIMITEDCB23$4,4790.00%
194JOHNSON CTLS INTL PLCG5150210565$4,4380.00%
195PLUG POWER INCPLUG425$4,4160.00%
196EA SERIES TRUST02072L722150$4,1040.00%
197CARNIVAL CORPCUKPF208$3,9170.00%
198LISTED FD TR53656F623123$3,7600.00%
199TJX COS INC NEW87254010944$3,7080.00%
200CARDINAL HEALTH INCCAH39$3,6880.00%
201ACCENTURE PLC IRELANDACN11$3,5330.00%
202AIR PRODS & CHEMS INCAIIR12$3,5180.00%
203ZOETIS INCZTS20$3,5150.00%
204DARDEN RESTAURANTS INCDRI21$3,5090.00%
205GOLDMAN SACHS ETF TRNVGLF70$3,4930.00%
206STRYKER CORPORATIONSYK11$3,4670.00%
207AMC ENTMT HLDGS INC00165C104786$3,4580.00%
208ADOBE SYSTEMS INCORPORATEDADBE7$3,4230.00%
209GE HEALTHCARE TECHNOLOGIES IGEHC42$3,4120.00%
210VALLEY NATL BANCORP919794107432$3,3480.00%
211ANSYS INC03662Q10510$3,3030.00%
212BCE INCBCPPF72$3,2700.00%
213ABBOTT LABSABLZF29$3,2010.00%
214WORLD GOLD TRGLDW83$3,1610.00%
215RAYTHEON TECHNOLOGIES CORPRTX32$3,1610.00%
216MOTOROLA SOLUTIONS INCMSI10$3,0600.00%
217NOVARTIS AGNVSEF30$3,0470.00%
218IDEXX LABS INC45168D1046$3,0130.00%
219ROPER TECHNOLOGIES INCROP6$2,9320.00%
220CANADIAN NATL RY CO13637510224$2,9260.00%
221ALIBABA GROUP HLDG LTDBBAAY35$2,9170.00%
222S&P GLOBAL INCSPGI7$2,8800.00%
223WELLTOWER INCWELL35$2,8540.00%
224XCEL ENERGY INCXELLL44$2,7350.00%
225BLACKROCK ETF TRUSTBLK55$2,6860.00%
226ORGANON & COOGN127$2,6430.00%
227SNOWFLAKE INCSNOW15$2,6400.00%
228KIMBERLY-CLARK CORPKMB19$2,6230.00%
229DOVER CORPDOV17$2,4660.00%
230DOLLAR GEN CORP NEW25667710514$2,4360.00%
231DIAGEO PLCDGEAF14$2,4050.00%
232CME GROUP INCCME12$2,2890.00%
233L3HARRIS TECHNOLOGIES INCLHX12$2,2840.00%
234WARNER BROS DISCOVERY INCWBD180$2,2570.00%
235CROWN CASTLE INCCCI19$2,1750.00%
236INVITATION HOMES INCINVH63$2,1670.00%
237BOEING COBA-PA10$2,1120.00%
238UNILEVER PLCUNLYF40$2,0860.00%
239MARVELL TECHNOLOGY INCMRVL32$1,9130.00%
240CYTOKINETICS INCCYTK57$1,8590.00%
241SPROTT PHYSICAL GOLD & SILVESII100$1,8020.00%
242OMEGA HEALTHCARE INVS INC68193610058$1,7800.00%
243BLACKROCK TAX MUNICPAL BD TRBLK105$1,7350.00%
244TRUIST FINL CORP89832Q10954$1,6410.00%
245RUMBLE INCRUMBW175$1,5610.00%
246GENERAC HLDGS INCGNRC10$1,4910.00%
247LIVENT CORPLIVG52$1,4260.00%
248ADVANCED MICRO DEVICES INCAMD12$1,3670.00%
249GLOBAL X FDS37954Y77257$1,3280.00%
250MARATHON OIL CORPMARA54$1,2430.00%
251MODERNA INCMRNA10$1,2150.00%
252DOUBLELINE OPPORTUNISTIC CRDBL76$1,0960.00%
253KAYNE ANDERSON ENERGY INFRST486606106131$1,0660.00%
254KINDER MORGAN INC DELEP-PC59$1,0160.00%
255MAUI LD & PINEAPPLE INC57734510170$9970.00%
256FORD MTR CO DEL34537086066$9920.00%
257VIATRIS INCVTRS84$8380.00%
258BIONTECH SEBNTX7$7650.00%
259UNITED AIRLS HLDGS INCUNTCW13$7130.00%
260IDEANOMICS INC45166V1069,302$6930.00%
261REALTY INCOME CORPO10$5980.00%
262NUVEEN PFD & INCOME SECS FDNU86$5490.00%
263MAXLINEAR INCMXL15$4730.00%
264GENERAL MTRS CO37045V10011$4250.00%
265ANALOG DEVICES INCADI2$3900.00%
266BLOCK INCBSQKZ4$2660.00%
267MICRON TECHNOLOGY INCMU4$2520.00%
268JAZZ PHARMACEUTICALS PLCJAZZ2$2480.00%
269UNITY SOFTWARE INCU5$2170.00%
270PROCURE ETF TRUST II74280R20510$1910.00%
271NRG ENERGY INCNRG4$1500.00%
272PROTERRA INC74374T109100$1200.00%
273KYNDRYL HLDGS INCKD8$1060.00%
274BLOOM ENERGY CORPBE5$820.00%
275ADVENT TECHNOLOGIES HOLDNG IADNH20$120.00%