Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1161 | INSP | INSPIRE MED SYS INC | Healthcare | 1.0 | $45.0 | — | NEW | — | $45.00 | +56.7% |
| 1162 | DFIN | DONNELLEY FINL SOLUTIONS INC | Financial Services | 1.0 | $42.0 | — | NEW | — | $42.00 | +16.5% |
| 1163 | SMPL | SIMPLY GOOD FOODS CO | Consumer Defensive | 3.0 | $40.0 | — | NEW | — | $13.33 | -28.0% |
| 1164 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 2.0 | $36.0 | — | NEW | — | $18.00 | +3.7% |
| 1165 | XPEV | XPENG INC | Consumer Cyclical | 2.0 | $26.0 | — | NEW | — | $13.00 | -22.2% |
| 1166 | HRL | HORMEL FOODS CORP | Consumer Defensive | 1.0 | $25.0 | — | NEW | — | $25.00 | -21.2% |
| 1167 | NLOP | NET LEASE OFFICE PROPERTIES | Real Estate | 2.0 | $22.0 | — | NEW | — | $11.00 | -9.7% |
| 1168 | CCOI | COGENT COMM HOLDINGS INC | Communication Services | 1.0 | $14.0 | — | NEW | — | $14.00 | -45.1% |
| 1169 | LNSR | LENSAR INC | Healthcare | 1.0 | $6.0 | — | NEW | — | $6.00 | +15.3% |
| 1170 | — | SINOVAC BIOTECH LTD | — | 7.0 | — | — | NEW | — | — | — |
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
25.7%
Technology
23.8%
Consumer Defensive
14.4%
Communication Services
8.9%
Healthcare
8.6%
Consumer Cyclical
8.2%
Industrials
7.4%
Utilities
1.9%
Basic Materials
0.5%
Energy
0.4%