Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | MMM | 3M CO | Industrials | 1,356.0 | $220K | 0.02% | NEW | — | $161.96 | +11.8% |
| 202 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 3,982.0 | $219K | 0.02% | NEW | — | $55.09 | +2.2% |
| 203 | GEV | GE VERNOVA INC | Utilities | 185.0 | $217K | 0.02% | NEW | — | $1175.49 | -13.2% |
| 204 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 542.0 | $216K | 0.02% | NEW | — | $397.68 | +0.2% |
| 205 | EFA | ISHARES TR | — | 2,051.0 | $213K | 0.02% | NEW | — | $103.90 | +3.3% |
| 206 | SPAB | SPDR SERIES TRUST | — | 8,270.0 | $211K | 0.02% | NEW | — | $25.52 | -1.8% |
| 207 | FAUG | FIRST TR EXCHNG TRADED FD VI | — | 3,705.0 | $209K | 0.02% | NEW | — | $56.51 | +1.8% |
| 208 | BAC | BANK OF AMER CORP | Financial Services | 3,650.0 | $208K | 0.02% | NEW | — | $56.98 | +12.0% |
| 209 | T | AT&T INC | Communication Services | 9,861.0 | $204K | 0.02% | NEW | — | $20.70 | +21.3% |
| 210 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 673.0 | $203K | 0.02% | NEW | — | $301.03 | -24.1% |
| 211 | INSM | INSMED INC | Healthcare | 1,899.0 | $202K | 0.02% | NEW | — | $106.62 | +20.0% |
| 212 | NOC | NORTHROP GRUMMAN CORP | Industrials | 397.0 | $202K | 0.02% | NEW | — | $509.31 | +15.7% |
| 213 | STIP | ISHARES TR | — | 1,898.0 | $194K | 0.02% | NEW | — | $102.14 | -1.3% |
| 214 | APP | APPLOVIN CORP | Technology | 375.0 | $193K | 0.02% | NEW | — | $515.23 | -39.5% |
| 215 | IOO | ISHARES TR | — | 1,400.0 | $191K | 0.02% | NEW | — | $136.60 | +5.3% |
| 216 | SHYG | ISHARES TR | — | 4,288.0 | $182K | 0.02% | NEW | — | $42.41 | -0.6% |
| 217 | MPC | MARATHON PETE CORP | Energy | 703.0 | $180K | 0.02% | NEW | — | $255.59 | +42.5% |
| 218 | RTX | RTX CORPORATION | Industrials | 919.0 | $174K | 0.02% | NEW | — | $189.66 | +17.9% |
| 219 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 3,305.0 | $173K | 0.02% | NEW | — | $52.29 | +2.3% |
| 220 | VGT | VANGUARD WORLD FD | — | 1,443.0 | $172K | 0.02% | NEW | — | $119.54 | +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
25.6%
Technology
23.7%
Consumer Defensive
14.3%
Communication Services
9.4%
Healthcare
8.5%
Consumer Cyclical
8.2%
Industrials
7.3%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%