Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1041 | VEEV | VEEVA SYS INC | Healthcare | 2.0 | $355.0 | — | NEW | — | $177.50 | +39.8% |
| 1042 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 20.0 | $348.0 | — | NEW | — | $17.40 | +14.3% |
| 1043 | MGNI | MAGNITE INC | Communication Services | 18.0 | $342.0 | — | NEW | — | $19.00 | +24.3% |
| 1044 | AM | ANTERO MIDSTREAM CORP | Energy | 15.0 | $341.0 | — | NEW | — | $22.73 | -2.2% |
| 1045 | CWT | CALIFORNIA WTR SVC GROUP | Utilities | 7.0 | $341.0 | — | NEW | — | $48.71 | +2.0% |
| 1046 | GDS | GDS HLDGS LTD | Technology | 11.0 | $330.0 | — | NEW | — | $30.00 | +9.2% |
| 1047 | ASH | ASHLAND INC | Basic Materials | 5.0 | $329.0 | — | NEW | — | $65.80 | +11.0% |
| 1048 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 6.0 | $328.0 | — | NEW | — | $54.67 | +19.5% |
| 1049 | — | BUNGE GLOBAL SA | — | 3.0 | $320.0 | — | NEW | — | $106.67 | — |
| 1050 | — | ICICI BANK LIMITED | — | 11.0 | $319.0 | — | NEW | — | $29.00 | — |
| 1051 | GNTX | GENTEX CORP | Consumer Cyclical | 12.0 | $303.0 | — | NEW | — | $25.25 | -5.4% |
| 1052 | IDA | IDACORP INC | Utilities | 2.0 | $303.0 | — | NEW | — | $151.50 | -8.8% |
| 1053 | SHC | SOTERA HEALTH CO | Healthcare | 17.0 | $302.0 | — | NEW | — | $17.76 | +8.8% |
| 1054 | BRKR | BRUKER CORP | Healthcare | 5.0 | $301.0 | — | NEW | — | $60.20 | -1.3% |
| 1055 | — | MILLROSE PPTYS INC | — | 10.0 | $301.0 | — | NEW | — | $30.10 | — |
| 1056 | CRNX | CRINETICS PHARMACEUTICALS IN | Healthcare | 8.0 | $299.0 | — | NEW | — | $37.38 | +126.7% |
| 1057 | CAR | AVIS BUDGET GROUP INC | Industrials | 2.0 | $296.0 | — | NEW | — | $148.00 | -0.2% |
| 1058 | EPR | EPR PPTYS | Real Estate | 5.0 | $290.0 | — | NEW | — | $58.00 | +4.5% |
| 1059 | LAD | LITHIA MTRS INC | Consumer Cyclical | 1.0 | $290.0 | — | NEW | — | $290.00 | +28.5% |
| 1060 | ZS | ZSCALER INC | Technology | 2.0 | $282.0 | — | NEW | — | $141.00 | +27.0% |
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%