Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | ANET | ARISTA NETWORKS INC | Technology | 21.0 | $4K | — | NEW | — | $169.86 | +11.1% |
| 782 | XLB | SELECT SECTOR SPDR TR | — | 70.0 | $4K | — | NEW | — | $50.83 | +5.3% |
| 783 | NCNO | NCINO INC | Technology | 217.0 | $4K | — | NEW | — | $16.35 | +26.1% |
| 784 | VXUS | VANGUARD STAR FDS | — | 41.0 | $4K | — | NEW | — | $85.49 | +2.6% |
| 785 | SLYG | SPDR SERIES TRUST | — | 29.0 | $3K | — | NEW | — | $119.76 | -3.1% |
| 786 | — | SPACE EXPLORATION TECHN CORP | — | 20.0 | $3K | — | NEW | — | $173.55 | — |
| 787 | STAG | STAG INDUSTRIAL INC | Real Estate | 90.0 | $3K | — | NEW | — | $38.06 | -3.6% |
| 788 | DFEM | DIMENSIONAL ETF TRUST | — | 84.0 | $3K | — | NEW | — | $40.62 | -1.7% |
| 789 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 27.0 | $3K | — | NEW | — | $123.11 | +31.0% |
| 790 | ZTS | ZOETIS INC | Healthcare | 46.0 | $3K | — | NEW | — | $71.87 | +8.2% |
| 791 | EIPI | FIRST TR EXCHNG TRADED FD VI | — | 150.0 | $3K | — | NEW | — | $21.84 | +3.1% |
| 792 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 11.0 | $3K | — | NEW | — | $293.18 | +4.1% |
| 793 | FDS | FACTSET RESH SYS INC | Financial Services | 14.0 | $3K | — | NEW | — | $230.07 | +30.4% |
| 794 | ARCC | ARES CAPITAL CORP | Financial Services | 173.0 | $3K | — | NEW | — | $18.49 | +7.7% |
| 795 | — | J P MORGAN EXCHANGE TRADED F | — | 44.0 | $3K | — | NEW | — | $72.61 | — |
| 796 | CSX | CSX CORP | Industrials | 67.0 | $3K | — | NEW | — | $47.54 | +8.5% |
| 797 | GSHD | GOOSEHEAD INS INC | Financial Services | 65.0 | $3K | — | NEW | — | $48.51 | +49.5% |
| 798 | TFLO | ISHARES TR | — | 61.0 | $3K | — | NEW | — | $50.59 | +0.1% |
| 799 | NOK | NOKIA CORP | Technology | 230.0 | $3K | — | NEW | — | $13.29 | -23.2% |
| 800 | FLRN | SPDR SERIES TRUST | — | 99.0 | $3K | — | NEW | — | $30.85 | -0.1% |
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
25.7%
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%