Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 1,107.0 | $64K | 0.01% | NEW | — | $57.61 | +14.7% |
| 322 | — | CARNIVAL CORP LTD | — | 2,209.0 | $63K | 0.01% | NEW | — | $28.57 | — |
| 323 | MKL | MARKEL GROUP INC | Financial Services | 32.0 | $62K | 0.01% | NEW | — | $1953.00 | -7.1% |
| 324 | SPTL | SPDR SERIES TRUST | — | 2,368.0 | $62K | 0.01% | NEW | — | $26.23 | -4.8% |
| 325 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 123.0 | $62K | 0.01% | NEW | — | $502.45 | +17.2% |
| 326 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 212.0 | $62K | 0.01% | NEW | — | $290.59 | -3.8% |
| 327 | EAGG | ISHARES TR | — | 1,286.0 | $61K | 0.01% | NEW | — | $47.39 | -1.6% |
| 328 | ENB | ENBRIDGE INC | Energy | 1,117.0 | $61K | 0.01% | NEW | — | $54.23 | -5.2% |
| 329 | EWT | ISHARES INC | — | 550.0 | $60K | 0.01% | NEW | — | $108.61 | -3.9% |
| 330 | NUBD | NUSHARES ETF TR | — | 2,663.0 | $59K | 0.01% | NEW | — | $22.14 | -1.7% |
| 331 | SHY | ISHARES TR | — | 716.0 | $59K | 0.01% | NEW | — | $82.07 | -0.1% |
| 332 | QDEC | FIRST TR EXCHNG TRADED FD VI | — | 1,612.0 | $57K | 0.01% | NEW | — | $35.61 | +1.1% |
| 333 | SYY | SYSCO CORP | Consumer Defensive | 686.0 | $57K | 0.01% | NEW | — | $83.58 | -1.9% |
| 334 | INTF | ISHARES TR | — | 1,372.0 | $56K | 0.01% | NEW | — | $40.96 | +4.2% |
| 335 | SJM | SMUCKER J M CO | Consumer Defensive | 499.0 | $56K | 0.01% | NEW | — | $112.50 | +5.3% |
| 336 | WMB | WILLIAMS COS INC | Energy | 746.0 | $55K | 0.01% | NEW | — | $74.33 | +1.1% |
| 337 | GILD | GILEAD SCIENCES INC | Healthcare | 429.0 | $54K | 0.01% | NEW | — | $126.31 | +13.6% |
| 338 | ARKX | ARK ETF TR | — | 1,581.0 | $54K | 0.01% | NEW | — | $34.13 | -0.4% |
| 339 | MRVL | MARVELL TECHNOLOGY INC | Technology | 181.0 | $54K | 0.01% | NEW | — | $297.25 | -27.3% |
| 340 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 1,262.0 | $53K | 0.01% | NEW | — | $41.61 | -4.5% |
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%