Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | TT | TRANE TECHNOLOGIES PLC | Industrials | 31.0 | $15K | 0.00% | NEW | — | $491.16 | -7.7% |
| 522 | WRB | BERKLEY W R CORP | Financial Services | 215.0 | $15K | 0.00% | NEW | — | $70.53 | -2.7% |
| 523 | KLAC | KLA CORP | Technology | 50.0 | $15K | 0.00% | NEW | — | $301.72 | -39.0% |
| 524 | IUSB | ISHARES TR | — | 325.0 | $15K | 0.00% | NEW | — | $46.15 | -1.6% |
| 525 | DHR | DANAHER CORP DEL | Healthcare | 78.0 | $15K | 0.00% | NEW | — | $191.12 | +14.5% |
| 526 | VBR | VANGUARD INDEX FDS | — | 61.0 | $15K | 0.00% | NEW | — | $242.98 | +2.6% |
| 527 | SYK | STRYKER CORPORATION | Healthcare | 47.0 | $15K | 0.00% | NEW | — | $314.83 | +4.6% |
| 528 | TPR | TAPESTRY INC | Consumer Cyclical | 100.0 | $15K | 0.00% | NEW | — | $146.38 | -11.1% |
| 529 | SPTM | SPDR SERIES TRUST | — | 161.0 | $15K | 0.00% | NEW | — | $90.79 | +2.4% |
| 530 | TXN | TEXAS INSTRS INC | Technology | 49.0 | $15K | 0.00% | NEW | — | $298.06 | -11.3% |
| 531 | GIS | GENERAL MILLS INC | Consumer Defensive | 415.0 | $14K | 0.00% | NEW | — | $34.80 | +14.9% |
| 532 | GLW | CORNING INC | Technology | 56.0 | $14K | 0.00% | NEW | — | $254.82 | -41.2% |
| 533 | FTA | FIRST TR EXCHANGE-TRADED ALP | — | 147.0 | $14K | 0.00% | NEW | — | $96.80 | +7.2% |
| 534 | MET | METLIFE INC | Financial Services | 168.0 | $14K | 0.00% | NEW | — | $84.48 | +11.7% |
| 535 | TER | TERADYNE INC | Technology | 29.0 | $14K | 0.00% | NEW | — | $483.83 | -22.3% |
| 536 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 464.0 | $14K | 0.00% | NEW | — | $30.20 | +0.7% |
| 537 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 149.0 | $14K | 0.00% | NEW | — | $93.92 | +8.1% |
| 538 | MLI | MUELLER INDS INC | Industrials | 114.0 | $14K | 0.00% | NEW | — | $122.42 | -48.4% |
| 539 | HQL | ABRDN LIFE SCIENCES INVESTOR | Financial Services | 697.0 | $14K | 0.00% | NEW | — | $20.00 | +11.9% |
| 540 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 400.0 | $14K | 0.00% | NEW | — | $34.84 | +1.6% |
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%