Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | USDU | WISDOMTREE TR | — | 214.0 | $6K | 0.00% | NEW | — | $26.75 | -2.0% |
| 702 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 62.0 | $6K | 0.00% | NEW | — | $91.68 | -1.9% |
| 703 | SATS | ECHOSTAR CORP | Technology | 56.0 | $6K | 0.00% | NEW | — | $101.50 | -14.3% |
| 704 | MCHI | ISHARES TR | — | 111.0 | $6K | 0.00% | NEW | — | $51.10 | +7.8% |
| 705 | FXR | FIRST TR EXCHANGE-TRADED FD | — | 62.0 | $6K | 0.00% | NEW | — | $91.11 | -1.9% |
| 706 | FXH | FIRST TR EXCHANGE-TRADED FD | — | 46.0 | $6K | 0.00% | NEW | — | $122.39 | +10.0% |
| 707 | CWB | SPDR SERIES TRUST | — | 52.0 | $6K | 0.00% | NEW | — | $107.96 | -3.9% |
| 708 | HYEM | VANECK ETF TRUST | — | 279.0 | $6K | 0.00% | NEW | — | $20.08 | -0.3% |
| 709 | AIG | AMERICAN INTL GROUP INC | Financial Services | 75.0 | $6K | 0.00% | NEW | — | $74.53 | +1.8% |
| 710 | FTXO | FIRST TR EXCHANGE TRADED FD | — | 135.0 | $6K | 0.00% | NEW | — | $41.33 | +1.9% |
| 711 | IQDY | FLEXSHARES TR | — | 130.0 | $6K | 0.00% | NEW | — | $42.59 | +1.7% |
| 712 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 12.0 | $6K | 0.00% | NEW | — | $459.17 | +16.8% |
| 713 | HESM | HESS MIDSTREAM LP | Energy | 145.0 | $5K | 0.00% | NEW | — | $37.60 | +6.2% |
| 714 | DRLL | EA SERIES TRUST | — | 161.0 | $5K | 0.00% | NEW | — | $33.51 | +24.8% |
| 715 | VSH | VISHAY INTERTECHNOLOGY INC | Technology | 100.0 | $5K | 0.00% | NEW | — | $53.78 | -41.1% |
| 716 | — | BROWN FORMAN CORP | — | 200.0 | $5K | 0.00% | NEW | — | $26.65 | — |
| 717 | — | FEDEX FGHT HLDG CO INC | — | 35.0 | $5K | 0.00% | NEW | — | $151.00 | — |
| 718 | TEL | TE CONNECTIVITY PLC | Technology | 26.0 | $5K | 0.00% | NEW | — | $201.62 | -0.2% |
| 719 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 157.0 | $5K | 0.00% | NEW | — | $33.29 | +21.5% |
| 720 | GSL | GLOBAL SHIP LEASE INC | Industrials | 135.0 | $5K | 0.00% | NEW | — | $37.60 | +15.5% |
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%