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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 November 6, 2023 · Accession 0001973259-23-000006

Total Value
$248.7M
Positions
371
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (369)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720025,676$11.0M4.43%
2APPLE INCAAPL48,335$8.3M3.33%
3AMAZON COM INCAMZN55,215$7.0M2.82%
4ISHARES TR46429B74770,987$6.9M2.77%
5ISHARES TR46428722670,719$6.7M2.67%
6CISCO SYS INCCSCO114,760$6.2M2.48%
7AMGEN INCAMGN22,922$6.2M2.48%
8JPMORGAN CHASE COVYLD42,081$6.1M2.45%
9ALPHABET INCGOOG46,609$6.1M2.45%
10WASTE MGMT INC DEL94106L10939,199$6.0M2.40%
11WATSCO INCWSO-B15,805$6.0M2.40%
12ISHARES TR46436E71858,607$5.9M2.37%
13WALMART INCWMT36,778$5.9M2.36%
14MERCK CO INCMRK56,426$5.8M2.34%
15MICROSOFT CORPMSFT18,331$5.8M2.33%
16EXXON MOBIL CORPXOM49,064$5.8M2.32%
17ISHARES TR46428780460,813$5.7M2.31%
18PROCTER AND GAMBLE CO74271810939,017$5.7M2.29%
19ABBVIE INCABBV37,907$5.7M2.27%
20PFIZER INCPFE168,835$5.6M2.25%
21COCA COLA COKO99,299$5.6M2.24%
22VERIZON COMMUNICATIONS INCVZ170,435$5.5M2.22%
23VANGUARD INDEX FDS92290862926,180$5.5M2.19%
24MICROCHIP TECHNOLOGY INC.MCHPP69,806$5.4M2.19%
25CVS HEALTH CORPCVS77,748$5.4M2.18%
26VISA INCV23,508$5.4M2.17%
27UNITEDHEALTH GROUP INCUNH10,724$5.4M2.17%
28SPDR SER TR78464A474179,109$5.3M2.11%
29ISHARES TR46428717650,274$5.2M2.10%
30LOCKHEED MARTIN CORPLMT12,309$5.0M2.02%
31AMDOCS LTDDOX59,476$5.0M2.02%
32INTUITINTU9,360$4.8M1.92%
33ISHARES TR46434V62195,882$4.7M1.91%
34FIRST TR EXCHANGE-TRADED FD33738R11881,183$4.6M1.83%
35ISHARES TR46432F85996,727$4.5M1.80%
36ISHARES TR46428730962,875$4.3M1.73%
37SPDR GOLD TRGLD24,109$4.1M1.66%
38JANUS DETROIT STR TR47103U88681,720$3.9M1.58%
39PGIM ETF TR69344A10776,888$3.8M1.53%
40ISHARES TR46428743237,570$3.3M1.34%
41J P MORGAN EXCHANGE TRADED F46641Q83763,615$3.2M1.28%
42VANGUARD TAX-MANAGED FDS92194385848,046$2.1M0.84%
43VANGUARD INTL EQUITY INDEX F92204285851,068$2.0M0.81%
44PACKAGING CORP AMER6951561094,007$615,3200.25%
45PRUDENTIAL FINL INCPUKPF6,464$613,3320.25%
46TESLA INCTSLA2,432$608,5660.24%
47CATERPILLAR INCCAT2,137$583,5120.23%
48EATON CORP PLCETN2,685$572,5790.23%
49LYONDELLBASELL INDUSTRIES NLYB6,025$570,5460.23%
50PAYCHEX INCPAYX4,878$562,6040.23%
51CONSOLIDATED EDISON INCED6,336$541,9240.22%
52ALLIANT ENERGY CORPLNT11,091$537,3350.22%
53SOUTHERN COSOMN8,282$535,9870.22%
543M COMMM5,678$531,6060.21%
55MCDONALDS CORPMCD1,998$526,4110.21%
56UNITED PARCEL SERVICE INCUPS3,303$514,9080.21%
57CAL MAINE FOODS INCCALM9,940$481,2990.19%
58US BANCORP DELUSB-PS12,710$420,1940.17%
59CHEVRON CORP NEWCVX2,126$358,4850.14%
60COSTCO WHSL CORP NEW22160K105390$220,2250.09%
61EXELIXIS INCEXEL10,000$218,5000.09%
62BANK HAWAII CORP0625401094,336$215,4500.09%
63INTUITIVE SURGICAL INCISRG730$213,3720.09%
64LULULEMON ATHLETICA INCLULU464$178,9230.07%
65BERKSHIRE HATHAWAY INC DELBRK-A493$172,6980.07%
66NORTHROP GRUMMAN CORPNOC371$163,2060.07%
67ISHARES TR4642874571,646$133,2770.05%
68NETFLIX INCNFLX350$132,1600.05%
69VANGUARD INDEX FDS922908744857$118,1370.05%
70PROGRESSIVE CORP743315103830$115,6410.05%
71LOWES COS INC548661107529$109,9150.04%
72NOVO-NORDISK A SNONOF1,196$108,7640.04%
73BOEING COBA-PA560$107,3410.04%
74DISNEY WALT CO2546871061,281$103,8470.04%
75STARBUCKS CORPSBUX1,051$95,9650.04%
76HONEYWELL INTL INC438516106513$94,6880.04%
77ALTRIA GROUP INCMO2,182$91,7710.04%
78NVIDIA CORPORATIONNVDA207$90,0430.04%
79CENTENE CORP DELCNC1,294$89,1310.04%
80VANGUARD INDEX FDS922908736324$88,0920.04%
81CORTEVA INCCTVA1,717$87,8420.04%
82ARCH CAP GROUP LTDG0450A1051,094$87,2030.04%
83HUMANA INCHUM177$86,1280.03%
84TIMKEN COTKR1,167$85,7630.03%
85VALMONT INDS INC920253101357$85,7550.03%
86GIBRALTAR INDS INC3746891071,243$83,9150.03%
87COLUMBUS MCKINNON CORP N YCMCO2,387$83,3300.03%
88NICE LTDNCSYF489$83,1300.03%
89QUAKER HOUGHTON747316107514$82,2400.03%
90AGCO CORPAGCO690$81,6130.03%
91ARCHER DANIELS MIDLAND COADM1,076$81,1730.03%
92JUNIPER NETWORKS INC48203R1042,917$81,0670.03%
93BANK NEW YORK MELLON CORP0640581001,899$80,9950.03%
94ALLSTATE CORPALL-PJ721$80,3320.03%
95SPDR SP 500 ETF TRSPY180$76,9460.03%
96NEXTERA ENERGY INCNEE-PW1,340$76,7820.03%
97GENPACT LIMITEDG1,825$66,0590.03%
98AUTOZONE INCAZO25$63,5000.03%
99FISERV INCFISV558$63,0320.03%
100SELECT SECTOR SPDR TR81369Y803368$60,3260.02%
101METLIFE INCMET-PF957$60,2240.02%
102MARATHON PETE CORPMARA391$59,1740.02%
103VANGUARD WORLD FD921910816257$58,3130.02%
104ISHARES TR4642886381,192$57,9910.02%
105INVESCO QQQ TRIVZ156$55,8920.02%
106HCA HEALTHCARE INCHCA225$55,3460.02%
107PHILIP MORRIS INTL INC718172109592$54,8200.02%
108ISHARES TR464288661471$53,2980.02%
109MANULIFE FINL CORP56501R1062,792$51,0420.02%
110INVENTRUST PPTYS CORP46124J2012,135$50,8340.02%
111FS KKR CAP CORPFSK2,575$50,7060.02%
112HAWAIIAN ELEC INDUSTRIES4198701004,021$49,4930.02%
113VANGUARD INDEX FDS922908611301$48,0060.02%
114VANGUARD WORLD FD921910840473$47,9620.02%
115L3HARRIS TECHNOLOGIES INCLHX272$47,3160.02%
116GUGGENHEIM STRATEGIC OPPORTUGOF3,171$46,8990.02%
117ISHARES TR46428752397$45,9440.02%
118INTERDIGITAL INCIDCC559$44,8540.02%
119ATT INCT-PC2,891$43,4180.02%
120THERMO FISHER SCIENTIFIC INCTMO83$42,0400.02%
121ISHARES TR46434V696748$41,5890.02%
122VANGUARD INDEX FDS922908595194$41,4440.02%
123PHILLIPS EDISON CO INCPECO1,225$41,0870.02%
124ISHARES INC46434G103853$40,5940.02%
125J P MORGAN EXCHANGE TRADED F46641Q134741$40,2880.02%
126QUALCOMM INCQCOM360$39,9820.02%
127ISHARES TR464288646801$39,9140.02%
128VANGUARD WORLD FDS92204A70296$39,8300.02%
129ISHARES TR46434V738778$38,6350.02%
130MONDELEZ INTL INC609207105544$37,7360.02%
131INVESCO EXCH TRD SLF IDX FDIVZ1,754$37,2370.01%
132ISHARES TR464289446359$37,1100.01%
133HOME DEPOT INCHD123$37,1030.01%
134INVESCO EXCH TRD SLF IDX FDIVZ1,761$36,4000.01%
135INVESCO EXCH TRADED FD TR IIIVZ618$36,3340.01%
136ISHARES TR464288828144$35,4380.01%
137ISHARES TR464288596346$34,6210.01%
138NUSHARES ETF TRNU1,723$34,3310.01%
139FIRST TR EXCHANGE-TRADED FD33733E302215$34,3160.01%
140INVESCO EXCH TRD SLF IDX FDIVZ1,516$34,0860.01%
141INVESCO EXCH TRD SLF IDX FDIVZ1,429$33,5890.01%
142ALPHABET INCGOOG240$31,6440.01%
143SCHWAB CHARLES CORPSCHW-PJ573$31,4710.01%
144META PLATFORMS INCMETA102$30,6210.01%
145VANGUARD INTL EQUITY INDEX F922042742316$29,4450.01%
146VANGUARD INDEX FDS922908553360$27,2380.01%
147ISHARES TR464288810538$26,0930.01%
148EXP WORLD HLDGS INCEXPI1,590$25,8220.01%
149SELECT SECTOR SPDR TR81369Y209200$25,7480.01%
150JOHNSON JOHNSONJNJ163$25,4500.01%
151MARVELL TECHNOLOGY INCMRVL457$24,7370.01%
152AGILENT TECHNOLOGIES INCA221$24,7250.01%
153UNION PAC CORPUNP117$23,8180.01%
154SELECT SECTOR SPDR TR81369Y100300$23,5650.01%
155SUN LIFE FINANCIAL INC.SUNFF476$23,2290.01%
156MARRIOTT INTL INC NEW571903202113$22,2110.01%
157PUBLIC SVC ENTERPRISE GRP IN744573106390$22,1950.01%
158MIRATI THERAPEUTICS INC60468T105500$21,7800.01%
159VANECK ETF TRUST92189F676146$21,1670.01%
160RIVIAN AUTOMOTIVE INCRIVN855$20,7590.01%
161VANGUARD WORLD FDS92204A50486$20,2190.01%
162INVESCO EXCH TRADED FD TR IIIVZ500$20,0350.01%
163ZSCALER INCZS120$18,6710.01%
164VANGUARD WHITEHALL FDS921946406180$18,6430.01%
165SPDR SER TR78464A409313$18,5550.01%
166INTEL CORPINTC497$17,6860.01%
167ISHARES TR46434V407431$17,6840.01%
168DEERE CODE47$17,5630.01%
169GENERAL ELECTRIC CO369604301154$17,0510.01%
170ISHARES TR46428761464$17,0230.01%
171ISHARES TR464287499240$16,6200.01%
172BALL CORPBALL332$16,5270.01%
173VANGUARD INTL EQUITY INDEX F922042718155$16,4080.01%
174ILLINOIS TOOL WKS INC45230810971$16,2580.01%
175ISHARES INC464286749357$15,5540.01%
176ISHARES TR464287408100$15,3840.01%
177VANGUARD ADMIRAL FDS INC921932885182$15,3840.01%
178PROSHARES TR74347B680226$15,1070.01%
179VANGUARD INDEX FDS922908512114$14,9290.01%
180AMERICAN TOWER CORP NEW03027X10088$14,4810.01%
181ISHARES TR464287465209$14,4240.01%
182VANGUARD INDEX FDS92290853873$14,2180.01%
183ACTIVISION BLIZZARD INC00507V109151$14,1380.01%
184VANGUARD INDEX FDS92290875173$13,8020.01%
185PACER FDS TR69374H105344$13,7610.01%
186KEYSIGHT TECHNOLOGIES INCKEYS102$13,4960.01%
187SKYWORKS SOLUTIONS INCSWKS128$12,6200.01%
188J P MORGAN EXCHANGE TRADED F46641Q225217$12,6190.01%
189PAYPAL HLDGS INCPYPL212$12,3940.00%
190J P MORGAN EXCHANGE TRADED F46641Q126316$12,3080.00%
191HUNTINGTON INGALLS INDS INC44641310659$12,0710.00%
192SELECT SECTOR SPDR TR81369Y506126$11,3890.00%
193ISHARES SP GSCI COMMODITYISMCF500$11,2550.00%
194SYSCO CORPSYY166$10,9640.00%
195FMC CORPFMC162$10,8490.00%
196ARK ETF TR00214Q708545$10,5510.00%
197ARCHER AVIATION INCACHR-WT2,000$10,1200.00%
198TARGET CORPTGT91$10,0840.00%
199BAXTER INTL INC071813109261$9,8500.00%
200BP PLCBPPFF250$9,6800.00%
201CENCORA INCCOR52$9,3580.00%
202VANGUARD INTL EQUITY INDEX F922042676240$9,3430.00%
203ARK ETF TR00214Q104231$9,1790.00%
204ISHARES TR46428750737$9,1610.00%
205ARK ETF TR00214Q302325$9,0660.00%
206WISDOMTREE TRWT312$8,6170.00%
207MPLX LPMPLXP238$8,4660.00%
208VANGUARD SCOTTSDALE FDS92206C771190$8,3180.00%
209ISHARES TR46428775482$8,2930.00%
210BANK AMERICA CORP060505104300$8,2060.00%
211MASCO CORPMAS146$7,8040.00%
212VENTAS INCVTR184$7,7510.00%
213PROLOGIS INC.PLDGP69$7,7420.00%
214ISHARES TR46432F39655$7,6840.00%
215PEPSICO INCPEP44$7,4550.00%
216ISHARES TR46435U853214$7,4280.00%
217ISHARES TR46428776227$7,2920.00%
218BLACKSTONE INCBX67$7,1780.00%
219ISHARES TR46432F842110$7,0790.00%
220UIPATH INCPATH400$6,8440.00%
221ISHARES TR46428769790$6,6220.00%
222ISHARES TR46428765536$6,3630.00%
223DUKE ENERGY CORP NEWDUKB71$6,2840.00%
224ETF SER SOLUTIONS26922A321140$6,2500.00%
225INTERNATIONAL BUSINESS MACHSINTR44$6,2430.00%
226TEKLA LIFE SCIENCES INVSHQL493$6,1520.00%
227WISDOMTREE TRWT155$6,0050.00%
228SALESFORCE INCCRM29$5,8810.00%
229MGM RESORTS INTERNATIONALMGM158$5,8080.00%
230FIDELITY COVINGTON TRUST316092840150$5,7890.00%
231CONOCOPHILLIPSCOP48$5,6990.00%
232ELI LILLY COLLY10$5,6210.00%
233VANGUARD BD INDEX FDS92193783580$5,5980.00%
234BAIDU INCBAIDF41$5,5080.00%
235ISHARES TR464288877111$5,4310.00%
236VANGUARD INTL EQUITY INDEX F92204287492$5,3530.00%
237PIMCO ETF TR72201R78357$5,1470.00%
238ISHARES TR46428788746$5,0450.00%
239ISHARES TR46428787955$4,9070.00%
240CHUBB LIMITEDCB23$4,8640.00%
241REALTY INCOME CORPO95$4,7440.00%
242ARK ETF TR00214Q20390$4,7210.00%
243NUCOR CORPNUE30$4,6910.00%
244DELTA AIR LINES INC DELDAL125$4,6250.00%
245AGILON HEALTH INCAGL260$4,6180.00%
246EA SERIES TRUST02072L722150$4,5120.00%
247CINTAS CORPCTAS9$4,4890.00%
248AMERICAN EXPRESS COAXP30$4,4760.00%
249SELECT SECTOR SPDR TR81369Y70442$4,2580.00%
250ZOETIS INCZTS24$4,2540.00%
251GENUINE PARTS COGPC29$4,2520.00%
252MORGAN STANLEYMS-PQ52$4,2190.00%
253DOCUSIGN INCDOCU100$4,2000.00%
254ISHARES TR46435U54990$4,0770.00%
255ISHARES TR46428828148$3,9610.00%
256FIDELITY COVINGTON TRUST316092352135$3,9090.00%
257TJX COS INC NEW87254010944$3,9010.00%
258AST SPACEMOBILE INCASTS1,000$3,8000.00%
259LISTED FD TR53656F623123$3,7440.00%
260BLACKROCK ETF TRUSTBLK79$3,7190.00%
261VALLEY NATL BANCORP919794107432$3,6980.00%
262ISHARES TR46428759824$3,6440.00%
263PLUG POWER INCPLUG475$3,6100.00%
264ADOBE INCADBE7$3,5690.00%
265ACCENTURE PLC IRELANDACN11$3,5280.00%
266GOLDMAN SACHS ETF TRNVGLF70$3,4960.00%
267JOHNSON CTLS INTL PLCG5150210565$3,4840.00%
268CARDINAL HEALTH INCCAH39$3,3860.00%
269AIR PRODS CHEMS INCAIIR12$3,3490.00%
270ISHARES TR46429B69746$3,3290.00%
271ISHARES TR46428857039$3,1750.00%
272ISHARES TR46432F33924$3,1630.00%
273STRYKER CORPORATIONSYK11$3,1140.00%
274NOVARTIS AGNVSEF30$3,0760.00%
275WORLD GOLD TRGLDW83$3,0430.00%
276ALIBABA GROUP HLDG LTDBBAAY35$3,0360.00%
277DARDEN RESTAURANTS INCDRI21$3,0080.00%
278ISHARES TR46436E61973$2,9820.00%
279ANSYS INC03662Q10510$2,9760.00%
280ROPER TECHNOLOGIES INCROP6$2,9580.00%
281WELLTOWER INCWELL36$2,9130.00%
282SELECT SECTOR SPDR TR81369Y60587$2,8860.00%
283ISHARES TR46435G193132$2,8720.00%
284GE HEALTHCARE TECHNOLOGIES IGEHC42$2,8580.00%
285ABBOTT LABSABLZF30$2,8570.00%
286CARNIVAL CORPCUKPF208$2,8540.00%
287MOTOROLA SOLUTIONS INCMSI10$2,8490.00%
288BCE INCBCPPF73$2,7770.00%
289NXP SEMICONDUCTORS N VNXPI14$2,7140.00%
290ISHARES TR46428951157$2,6870.00%
291ISHARES TR46428858830$2,6790.00%
292ISHARES TR46436E76777$2,6690.00%
293SP GLOBAL INCSPGI7$2,6310.00%
294CANADIAN NATL RY CO13637510224$2,6310.00%
295IDEXX LABS INC45168D1046$2,6240.00%
296ISHARES TR46429B68939$2,5440.00%
297XCEL ENERGY INCXELLL44$2,5380.00%
298CME GROUP INCCME12$2,4870.00%
299ZTO EXPRESS CAYMAN INCZTOEF100$2,4170.00%
300ISHARES TR46432F83440$2,3840.00%
301ISHARES TR46428724223$2,3460.00%
302NOVOCURE LTDNVCR145$2,3420.00%
303DOVER CORPDOV17$2,3390.00%
304KIMBERLY-CLARK CORPKMB19$2,2960.00%
305SNOWFLAKE INCSNOW15$2,2920.00%
306ORGANON COOGN127$2,2050.00%
307GOLDMAN SACHS ETF TRNVGLF25$2,1060.00%
308DIAGEO PLCDGEAF14$2,0680.00%
309ASANA INCASAN110$2,0140.00%
310INVITATION HOMES INCINVH63$1,9960.00%
311UNILEVER PLCUNLYF40$1,9950.00%
312WARNER BROS DISCOVERY INCWBD180$1,9550.00%
313OMEGA HEALTHCARE INVS INC68193610058$1,9230.00%
314CROWN CASTLE INCCCI19$1,7870.00%
315SPROTT PHYSICAL GOLD & SILVESII100$1,7320.00%
316INFOSYS LTDINFY100$1,7110.00%
317ALTERYX INC02156B10345$1,6960.00%
318CYTOKINETICS INCCYTK57$1,6790.00%
319BLACKROCK TAX MUNICPAL BD TRBLK106$1,6140.00%
320TRUIST FINL CORP89832Q10955$1,5740.00%
321ISHARES TR46436E75927$1,5410.00%
322DOLLAR GEN CORP NEW25667710514$1,5240.00%
323MARATHON OIL CORPMARA54$1,4450.00%
324AMC ENTMT HLDGS INC00165C302166$1,3260.00%
325ISHARES TR46435G42514$1,3150.00%
326ADVANCED MICRO DEVICES INCAMD12$1,2340.00%
327GLOBAL X FDS37954Y77245$1,1710.00%
328DOUBLELINE OPPORTUNISTIC CRDBL77$1,1270.00%
329MATTEL INCMAT50$1,1020.00%
330KAYNE ANDERSON ENERGY INFRST486606106131$1,1020.00%
331GENERAC HLDGS INCGNRC10$1,0900.00%
332ISHARES TR46435G51615$1,0370.00%
333MODERNA INCMRNA10$1,0330.00%
334KINDER MORGAN INC DELEP-PC59$9780.00%
335LIVENT CORPLIVG52$9570.00%
336FIDELITY COVINGTON TRUST31609231150$9320.00%
337MAUI LD PINEAPPLE INC57734510170$9280.00%
338VANGUARD SCOTTSDALE FDS92206C10216$9220.00%
339VIATRIS INCVTRS84$8280.00%
340FORD MTR CO DEL34537086066$8230.00%
341ISHARES INC46434G86325$7570.00%
342IMMUNIC INCIMUX450$6620.00%
343ISHARES TR46435U66318$6060.00%
344BLACKROCK ETF TRUSTBLK15$6040.00%
345CHEWY INCCHWY33$6030.00%
346UNITED AIRLS HLDGS INCUNTCW13$5500.00%
347NUVEEN PFD INCOME SECS FDNU88$5400.00%
348WELLS FARGO CO NEW94974610110$4090.00%
349GENERAL MTRS CO37045V10011$3650.00%
350ANALOG DEVICES INCADI2$3500.00%
351MAXLINEAR INCMXL15$3340.00%
352VANECK ETF TRUST92189H8055$3320.00%
353ISHARES TR46429B26714$2990.00%
354MICRON TECHNOLOGY INCMU4$2720.00%
355JAZZ PHARMACEUTICALS PLCJAZZ2$2590.00%
356VANGUARD INDEX FDS9229087691$2120.00%
357ISHARES TR4642886204$2080.00%
358IDEANOMICS INC45166V20574$1800.00%
359BLOCK INCBSQKZ4$1770.00%
360PROCURE ETF TRUST II74280R20510$1680.00%
361UNITY SOFTWARE INCU5$1570.00%
362NRG ENERGY INCNRG4$1560.00%
363KYNDRYL HLDGS INCKD8$1210.00%
364GLOBAL X FDS37954Y14512$800.00%
365MATSON INCMATX1$750.00%
366BLOOM ENERGY CORPBE5$660.00%
367ALEXANDER BALDWIN INC NEW0144911041$90.00%
368ADVENT TECHNOLOGIES HOLDNG IADNH20$80.00%
369FIRST HAWAIIAN INCFHB0$50.00%