Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 375.0 | $28K | 0.00% | NEW | — | $75.37 | +1.5% |
| 422 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 1,102.0 | $28K | 0.00% | NEW | — | $25.60 | +0.9% |
| 423 | VFLO | VICTORY PORTFOLIOS II | — | 613.0 | $28K | 0.00% | NEW | — | $45.75 | +20.4% |
| 424 | DTE | DTE ENERGY CO | Utilities | 183.0 | $28K | 0.00% | NEW | — | $152.69 | -8.8% |
| 425 | GWX | SPDR INDEX SHS FDS | — | 635.0 | $28K | 0.00% | NEW | — | $43.76 | +5.0% |
| 426 | WELL | WELLTOWER INC | Real Estate | 120.0 | $27K | 0.00% | NEW | — | $227.82 | +3.5% |
| 427 | NTRA | NATERA INC | Healthcare | 99.0 | $27K | 0.00% | NEW | — | $271.45 | +19.8% |
| 428 | EBND | SPDR SERIES TRUST | — | 1,279.0 | $27K | 0.00% | NEW | — | $20.92 | +1.5% |
| 429 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 796.0 | $27K | 0.00% | NEW | — | $33.55 | +2.7% |
| 430 | FE | FIRSTENERGY CORP | Utilities | 557.0 | $26K | 0.00% | NEW | — | $47.50 | -0.5% |
| 431 | EIX | EDISON INTL | Utilities | 355.0 | $26K | 0.00% | NEW | — | $74.44 | -1.3% |
| 432 | USXF | ISHARES TR | — | 377.0 | $26K | 0.00% | NEW | — | $69.54 | -2.0% |
| 433 | AVA | AVISTA CORP | Utilities | 639.0 | $26K | 0.00% | NEW | — | $40.89 | -6.2% |
| 434 | IYG | ISHARES TR | — | 285.0 | $26K | 0.00% | NEW | — | $90.47 | +7.0% |
| 435 | TTEK | TETRA TECH INC NEW | Industrials | 892.0 | $26K | 0.00% | NEW | — | $28.88 | +26.7% |
| 436 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 108.0 | $26K | 0.00% | NEW | — | $238.41 | +6.1% |
| 437 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 586.0 | $26K | 0.00% | NEW | — | $43.60 | -1.1% |
| 438 | SNY | SANOFI SA | Healthcare | 595.0 | $25K | 0.00% | NEW | — | $42.66 | +7.4% |
| 439 | TREX | TREX INC | Industrials | 500.0 | $25K | 0.00% | NEW | — | $50.04 | -3.5% |
| 440 | QDF | FLEXSHARES TR | — | 275.0 | $25K | 0.00% | NEW | — | $89.89 | +3.0% |
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
25.6%
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%