Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1081 | TECH | BIO-TECHNE CORP | Healthcare | 3.0 | $212.0 | — | NEW | — | $70.67 | +2.4% |
| 1082 | M | MACYS INC | Consumer Cyclical | 9.0 | $212.0 | — | NEW | — | $23.56 | -1.4% |
| 1083 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 7.0 | $205.0 | — | NEW | — | $29.29 | +2.3% |
| 1084 | BWA | BORGWARNER INC | Consumer Cyclical | 3.0 | $199.0 | — | NEW | — | $66.33 | +5.4% |
| 1085 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 5.0 | $194.0 | — | NEW | — | $38.80 | +45.9% |
| 1086 | IMVT | IMMUNOVANT INC | Healthcare | 5.0 | $193.0 | — | NEW | — | $38.60 | +13.2% |
| 1087 | MTCH | MATCH GROUP INC NEW | Communication Services | 5.0 | $190.0 | — | NEW | — | $38.00 | -2.1% |
| 1088 | IUSG | ISHARES TR | — | 1.0 | $188.0 | — | NEW | — | $188.00 | +3.0% |
| 1089 | FUTU | FUTU HLDGS LTD | Financial Services | 2.0 | $187.0 | — | NEW | — | $93.50 | +17.1% |
| 1090 | NNN | NNN REIT INC | Real Estate | 4.0 | $186.0 | — | NEW | — | $46.50 | -0.7% |
| 1091 | HUBS | HUBSPOT INC | Technology | 1.0 | $183.0 | — | NEW | — | $183.00 | +17.6% |
| 1092 | SWX | SOUTHWEST GAS HLDGS INC | Utilities | 2.0 | $177.0 | — | NEW | — | $88.50 | +3.1% |
| 1093 | SBAC | SBA COMMUNICATIONS CORP | Real Estate | 1.0 | $176.0 | — | NEW | — | $176.00 | +3.5% |
| 1094 | FLO | FLOWERS FOODS INC | Consumer Defensive | 22.0 | $174.0 | — | NEW | — | $7.91 | -7.6% |
| 1095 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 7.0 | $172.0 | — | NEW | — | $24.57 | -3.9% |
| 1096 | ENR | ENERGIZER HLDGS INC | Industrials | 8.0 | $172.0 | — | NEW | — | $21.50 | +4.0% |
| 1097 | SPB | SPECTRUM BRANDS HOLDINGS INC | Consumer Defensive | 2.0 | $172.0 | — | NEW | — | $86.00 | +2.2% |
| 1098 | SIG | SIGNET JEWELERS LIMITED | Consumer Cyclical | 2.0 | $172.0 | — | NEW | — | $86.00 | +0.1% |
| 1099 | CYTK | CYTOKINETICS INC | Healthcare | 2.0 | $170.0 | — | NEW | — | $85.00 | -10.7% |
| 1100 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 1.0 | $169.0 | — | NEW | — | $169.00 | +1.3% |
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%