SEC 13F Intelligence

Buck Wealth Strategies, LLC / WSO

Buck Wealth Strategies, LLC’s Watsco Inc Position

Does Buck Wealth Strategies, LLC own Watsco Inc (WSO)? Not currently — the last reported position was 22.7K shares worth $9M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q3 2025
Shares
22.7K
% of Portfolio
+1.26%
Quarters Held
8
position exited

Position History WSO

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ4 ’23Q2 ’24: $7MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $9MQ2 ’25Q3 ’25: $9MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202522.7K$9M+1.26%
Q2 202521.4K$9M+1.44%
Q1 202519.1K$10M+1.77%
Q4 202417.4K$8M+1.72%
Q3 202413.5K$7M+2.09%
Q2 202415.1K$7M+2.06%
Q4 202316.5K$7M+2.61%
Q3 202315.8K$6M+2.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of WSO.