Ticker | $ Bought |
---|---|
ishares tr | 44,906,100 |
vanguard specialized funds | 36,445,000 |
spdr ser tr | 30,428,800 |
vanguard whitehall fds | 22,056,800 |
invesco qqq tr | 14,052,800 |
innovator etfs trust | 11,189,900 |
select sector spdr tr | 9,076,890 |
select sector spdr tr | 8,062,620 |
Buska Wealth Management, LLC has about 96.4% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 96.4 |
Utilities | 2.1 |
Buska Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 96.4 |
SMALL-CAP | 2 |
About 3.4% of the stocks held by Buska Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 96.7 |
RUSSELL 2000 | 2 |
S&P 500 | 1.4 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Buska Wealth Management, LLC has 55 stocks in it's portfolio. About 75.2% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Buska Wealth Management, LLC last quarter.
Last Reported on: 01 Jul, 2024Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 0.14 | 1,681 | 354,015 | new | |||
AAXJ | ishares tr | 1.04 | 33,912 | 2,615,940 | new | |||
AGG | ishares tr | 17.78 | 82,061 | 44,906,100 | new | |||
AGG | ishares tr | 0.09 | 2,363 | 218,637 | new | |||
AMPS | ishares tr | 1.97 | 97,337 | 4,972,940 | new | |||
AMZN | amazon com inc | 0.08 | 1,057 | 204,265 | new | |||
AVGO | broadcom inc | 0.08 | 128 | 205,871 | new | |||
BALT | innovator etfs trust | 2.09 | 123,227 | 5,282,800 | new | |||
BAPR | innovator etfs trust | 4.43 | 308,261 | 11,189,900 | new | |||
BAPR | innovator etfs trust | 2.20 | 148,901 | 5,566,370 | new | |||
BAPR | innovator etfs trust | 0.74 | 46,379 | 1,881,370 | new | |||
BAPR | innovator etfs trust | 0.74 | 51,379 | 1,875,850 | new | |||
BAPR | innovator etfs trust | 0.60 | 45,371 | 1,511,980 | new | |||
BAPR | innovator etfs trust | 0.26 | 19,413 | 653,247 | new | |||
BAPR | innovator etfs trust | 0.22 | 14,709 | 557,765 | new | |||
BAPR | innovator etfs trust | 0.21 | 12,362 | 533,690 | new | |||
BAPR | innovator etfs trust | 0.21 | 13,395 | 520,396 | new | |||
BAPR | innovator etfs trust | 0.19 | 11,566 | 483,227 | new | |||
BAPR | innovator etfs trust | 0.17 | 13,404 | 436,166 | new | |||
BIL | spdr ser tr | 12.05 | 379,743 | 30,428,800 | new | |||