Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | TSME | THRIVENT ETF TRUST | — | 122.0 | $6K | 0.00% | NEW | — | $52.46 | -8.1% |
| 682 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 31.0 | $6K | 0.00% | NEW | — | $206.00 | +5.8% |
| 683 | WDAY | WORKDAY INC | Technology | 52.0 | $6K | 0.00% | NEW | — | $122.42 | +61.2% |
| 684 | ESGD | ISHARES TR | — | 62.0 | $6K | 0.00% | NEW | — | $102.56 | +3.6% |
| 685 | ACN | ACCENTURE PLC IRELAND | Technology | 51.0 | $6K | 0.00% | NEW | — | $124.43 | +45.7% |
| 686 | DFIV | DIMENSIONAL ETF TRUST | — | 117.0 | $6K | 0.00% | NEW | — | $54.07 | +6.9% |
| 687 | HSY | HERSHEY CO | Consumer Defensive | 36.0 | $6K | 0.00% | NEW | — | $175.44 | +7.3% |
| 688 | DOX | AMDOCS LTD | Technology | 122.0 | $6K | 0.00% | NEW | — | $50.57 | +20.4% |
| 689 | BKE | BUCKLE INC | Consumer Cyclical | 145.0 | $6K | 0.00% | NEW | — | $42.22 | +0.9% |
| 690 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 8.0 | $6K | 0.00% | NEW | — | $190.78 | -0.2% |
| 691 | BAX | BAXTER INTL INC | Healthcare | 283.0 | $6K | 0.00% | NEW | — | $21.34 | +23.8% |
| 692 | MTB | M & T BK CORP | Financial Services | 25.0 | $6K | 0.00% | NEW | — | $240.76 | -1.0% |
| 693 | GRBK | GREEN BRICK PARTNERS INC | Consumer Cyclical | 75.0 | $6K | 0.00% | NEW | — | $80.04 | -11.5% |
| 694 | SPLB | SPDR SERIES TRUST | — | 268.0 | $6K | 0.00% | NEW | — | $22.40 | -4.6% |
| 695 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 77.0 | $6K | 0.00% | NEW | — | $77.88 | -0.6% |
| 696 | EMHY | ISHARES INC | — | 147.0 | $6K | 0.00% | NEW | — | $40.71 | -1.2% |
| 697 | FCX | FREEPORT MCMORAN INC | Basic Materials | 95.0 | $6K | 0.00% | NEW | — | $62.89 | +13.3% |
| 698 | BCS | BARCLAYS PLC | Financial Services | 221.0 | $6K | 0.00% | NEW | — | $26.86 | -1.4% |
| 699 | GYLD | ARROW ETF TR | — | 408.0 | $6K | 0.00% | NEW | — | $14.26 | +1.3% |
| 700 | — | NEBIUS GROUP N.V. | — | 21.0 | $6K | 0.00% | NEW | — | $276.19 | — |
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%