Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 361 | SPLV | INVESCO EXCH TRADED FD TR II | — | 566.0 | $42K | 0.00% | NEW | — | $74.94 | +0.5% |
| 362 | AMLP | ALPS ETF TR | — | 815.0 | $42K | 0.00% | NEW | — | $51.86 | +5.6% |
| 363 | OTTR | OTTER TAIL CORP | Utilities | 466.0 | $42K | 0.00% | NEW | — | $89.93 | +1.0% |
| 364 | WSO | WATSCO INC | Industrials | 101.0 | $42K | 0.00% | NEW | — | $414.83 | -24.8% |
| 365 | ESGU | ISHARES TR | — | 254.0 | $42K | 0.00% | NEW | — | $163.69 | +2.5% |
| 366 | PGF | INVESCO EXCHANGE TRADED FD T | — | 3,000.0 | $41K | 0.00% | NEW | — | $13.71 | -2.1% |
| 367 | VYMI | VANGUARD WHITEHALL FDS | — | 417.0 | $41K | 0.00% | NEW | — | $98.20 | +7.2% |
| 368 | — | HONEYWELL INTL INC | — | 179.0 | $40K | 0.00% | NEW | — | $224.34 | — |
| 369 | RFV | INVESCO EXCHANGE TRADED FD T | — | 280.0 | $40K | 0.00% | NEW | — | $142.93 | +5.3% |
| 370 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 510.0 | $40K | 0.00% | NEW | — | $78.42 | +0.7% |
| 371 | PRF | INVESCO EXCHANGE TRADED FD T | — | 736.0 | $40K | 0.00% | NEW | — | $54.04 | +3.8% |
| 372 | TMUS | T-MOBILE US INC | Communication Services | 237.0 | $40K | 0.00% | NEW | — | $167.68 | +9.2% |
| 373 | MTZ | MASTEC INC | Industrials | 95.0 | $40K | 0.00% | NEW | — | $416.06 | -36.0% |
| 374 | — | HONEYWELL AEROSPACE INC | — | 178.0 | $39K | 0.00% | NEW | — | $221.08 | — |
| 375 | SPMD | SPDR SERIES TRUST | — | 581.0 | $39K | 0.00% | NEW | — | $67.60 | -0.5% |
| 376 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 2,099.0 | $39K | 0.00% | NEW | — | $18.64 | +2.4% |
| 377 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 984.0 | $39K | 0.00% | NEW | — | $39.75 | +2.1% |
| 378 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 427.0 | $39K | 0.00% | NEW | — | $91.15 | -16.5% |
| 379 | PNW | PINNACLE WEST CAP CORP | Utilities | 362.0 | $39K | 0.00% | NEW | — | $107.00 | -9.0% |
| 380 | RSPM | INVESCO EXCHANGE TRADED FD T | — | 1,000.0 | $39K | 0.00% | NEW | — | $38.64 | +7.0% |
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
25.7%
Technology
23.8%
Consumer Defensive
14.4%
Communication Services
8.9%
Healthcare
8.6%
Consumer Cyclical
8.2%
Industrials
7.4%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%