Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | PH | PARKER-HANNIFIN CORP | Industrials | 86.0 | $84K | 0.01% | NEW | — | $978.12 | +2.3% |
| 282 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1,417.0 | $84K | 0.01% | NEW | — | $58.98 | -1.0% |
| 283 | — | FIDELITY COVINGTON TRUST | — | 1,071.0 | $83K | 0.01% | NEW | — | $77.25 | — |
| 284 | PFE | PFIZER INC | Healthcare | 3,426.0 | $82K | 0.01% | NEW | — | $24.08 | +15.5% |
| 285 | IWR | ISHARES TR | — | 745.0 | $82K | 0.01% | NEW | — | $110.32 | +2.1% |
| 286 | AMT | AMERICAN TOWER CORP | Real Estate | 499.0 | $82K | 0.01% | NEW | — | $163.57 | +7.4% |
| 287 | PANW | PALO ALTO NETWORKS INC | Technology | 239.0 | $82K | 0.01% | NEW | — | $341.02 | +2.5% |
| 288 | BK | BANK OF NY MELLON CORP | Financial Services | 557.0 | $81K | 0.01% | NEW | — | $144.61 | -1.9% |
| 289 | IAU | ISHARES GOLD TR | Financial Services | 1,060.0 | $80K | 0.01% | NEW | — | $75.47 | +12.8% |
| 290 | MCK | MCKESSON CORP | Healthcare | 103.0 | $78K | 0.01% | NEW | — | $755.60 | +11.0% |
| 291 | AVUV | AMERICAN CENTY ETF TR | — | 623.0 | $78K | 0.01% | NEW | — | $124.75 | +0.7% |
| 292 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 3,036.0 | $78K | 0.01% | NEW | — | $25.55 | +1.1% |
| 293 | PHM | PULTE GROUP INC | Consumer Cyclical | 565.0 | $78K | 0.01% | NEW | — | $137.21 | -7.0% |
| 294 | SCHW | SCHWAB CHARLES CORP | Financial Services | 835.0 | $77K | 0.01% | NEW | — | $92.23 | +19.0% |
| 295 | MMIT | NEW YORK LIFE INVTS ACTIVE E | — | 3,162.0 | $77K | 0.01% | NEW | — | $24.35 | -1.5% |
| 296 | EWJ | ISHARES INC | — | 824.0 | $77K | 0.01% | NEW | — | $93.26 | +1.1% |
| 297 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 108.0 | $76K | 0.01% | NEW | — | $705.52 | -1.3% |
| 298 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 514.0 | $75K | 0.01% | NEW | — | $146.11 | -2.0% |
| 299 | — | IQVIA HLDGS INC | — | 387.0 | $75K | 0.01% | NEW | — | $193.22 | — |
| 300 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 641.0 | $74K | 0.01% | NEW | — | $114.87 | -1.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
25.6%
Technology
23.7%
Consumer Defensive
14.3%
Communication Services
9.4%
Healthcare
8.5%
Consumer Cyclical
8.2%
Industrials
7.3%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%