Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1061 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 4.0 | $278.0 | — | NEW | — | $69.50 | -41.6% |
| 1062 | VNET | VNET GROUP INC | Technology | 34.0 | $273.0 | — | NEW | — | $8.03 | -11.8% |
| 1063 | SGRY | SURGERY PARTNERS INC | Healthcare | 16.0 | $269.0 | — | NEW | — | $16.81 | -13.0% |
| 1064 | CVM | CEL-SCI CORP | Healthcare | 256.0 | $266.0 | — | NEW | — | $1.04 | +51.4% |
| 1065 | KMX | CARMAX INC | Consumer Cyclical | 5.0 | $264.0 | — | NEW | — | $52.80 | +10.3% |
| 1066 | IT | GARTNER INC | Technology | 2.0 | $259.0 | — | NEW | — | $129.50 | +42.3% |
| 1067 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 26.0 | $256.0 | — | NEW | — | $9.85 | +3.2% |
| 1068 | NUVL | NUVALENT INC | Healthcare | 2.0 | $247.0 | — | NEW | — | $123.50 | +0.4% |
| 1069 | ENPH | ENPHASE ENERGY INC | Energy | 5.0 | $246.0 | — | NEW | — | $49.20 | -22.5% |
| 1070 | WDFC | WD 40 CO | Basic Materials | 1.0 | $244.0 | — | NEW | — | $244.00 | -4.7% |
| 1071 | FSLR | FIRST SOLAR INC | Energy | 1.0 | $236.0 | — | NEW | — | $236.00 | -7.4% |
| 1072 | — | INSTALLED BLDG PRODS INC | — | 1.0 | $230.0 | — | NEW | — | $230.00 | — |
| 1073 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 3.0 | $227.0 | — | NEW | — | $75.67 | +8.9% |
| 1074 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 13.0 | $226.0 | — | NEW | — | $17.38 | -16.5% |
| 1075 | SON | SONOCO PRODS CO | Consumer Cyclical | 4.0 | $225.0 | — | NEW | — | $56.25 | +2.0% |
| 1076 | COLB | COLUMBIA BKG SYS INC | Financial Services | 7.0 | $224.0 | — | NEW | — | $32.00 | +0.9% |
| 1077 | NJR | NEW JERSEY RES CORP | Utilities | 4.0 | $224.0 | — | NEW | — | $56.00 | -0.6% |
| 1078 | NSA | NATIONAL STORAGE AFFILIATES | Real Estate | 5.0 | $222.0 | — | NEW | — | $44.40 | -2.3% |
| 1079 | ICFI | ICF INTL INC | Industrials | 3.0 | $219.0 | — | NEW | — | $73.00 | +20.5% |
| 1080 | MOS | MOSAIC CO | Basic Materials | 10.0 | $214.0 | — | NEW | — | $21.40 | -0.9% |
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%