Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | RJF | RAYMOND JAMES FINL INC | Financial Services | 13.0 | $2K | — | NEW | — | $152.00 | +15.3% |
| 862 | EQNR | EQUINOR ASA | Energy | 62.0 | $2K | — | NEW | — | $31.40 | +36.5% |
| 863 | VTWO | VANGUARD SCOTTSDALE FDS | — | 16.0 | $2K | — | NEW | — | $121.44 | -0.2% |
| 864 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 5.0 | $2K | — | NEW | — | $386.80 | +3.6% |
| 865 | MAX | MEDIAALPHA INC | Communication Services | 153.0 | $2K | — | NEW | — | $12.57 | +3.0% |
| 866 | MXL | MAXLINEAR INC | Technology | 15.0 | $2K | — | NEW | — | $128.00 | -48.0% |
| 867 | USIG | ISHARES TR | — | 37.0 | $2K | — | NEW | — | $51.14 | -1.8% |
| 868 | VTRS | VIATRIS INC | Healthcare | 116.0 | $2K | — | NEW | — | $15.85 | +2.9% |
| 869 | SPSC | SPS COMM INC | Technology | 32.0 | $2K | — | NEW | — | $57.16 | +41.9% |
| 870 | SYF | SYNCHRONY FINANCIAL | Financial Services | 24.0 | $2K | — | NEW | — | $76.04 | +4.5% |
| 871 | EMLC | VANECK ETF TRUST | — | 71.0 | $2K | — | NEW | — | $25.62 | +0.9% |
| 872 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 4.0 | $2K | — | NEW | — | $451.00 | +15.6% |
| 873 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 40.0 | $2K | — | NEW | — | $44.85 | +1.9% |
| 874 | IRM | IRON MTN INC DEL | Real Estate | 14.0 | $2K | — | NEW | — | $126.29 | -3.4% |
| 875 | CMDB | COSTAMARE BULKERS HLDGS LTD | Industrials | 100.0 | $2K | — | NEW | — | $17.56 | +15.3% |
| 876 | SCHB | SCHWAB STRATEGIC TR | — | 60.0 | $2K | — | NEW | — | $28.97 | +2.2% |
| 877 | WING | WINGSTOP INC | Consumer Cyclical | 10.0 | $2K | — | NEW | — | $173.40 | -33.4% |
| 878 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 5.0 | $2K | — | NEW | — | $344.40 | +0.6% |
| 879 | AA | ALCOA CORP | Basic Materials | 33.0 | $2K | — | NEW | — | $52.15 | -0.6% |
| 880 | SR | SPIRE INC | Utilities | 22.0 | $2K | — | NEW | — | $78.09 | +3.6% |
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%