Portfolio (Quarterly)
Guide ↗
Buck Wealth Strategies, LLC
· CIK 0001973259| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 974.0 | $405K | 0.04% | NEW | — | $415.45 | -9.4% |
| 142 | ABBV | ABBVIE INC | Healthcare | 1,587.0 | $399K | 0.04% | NEW | — | $251.66 | +5.1% |
| 143 | SECT | NORTHERN LTS FD TR IV | — | 5,482.0 | $395K | 0.04% | NEW | — | $72.06 | +0.3% |
| 144 | — | FIRST TR EXCHNG TRADED FD VI | — | 12,590.0 | $393K | 0.04% | NEW | — | $31.22 | — |
| 145 | ICSH | ISHARES TR | — | 7,341.0 | $371K | 0.04% | NEW | — | $50.58 | -0.4% |
| 146 | FAPR | FIRST TR EXCHNG TRADED FD VI | — | 7,711.0 | $360K | 0.04% | NEW | — | $46.74 | +2.8% |
| 147 | XLP | SELECT SECTOR SPDR TR | — | 4,258.0 | $354K | 0.04% | NEW | — | $83.07 | -1.2% |
| 148 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 5,891.0 | $351K | 0.04% | NEW | — | $59.54 | +3.4% |
| 149 | — | FIRST TR EXCHNG TRADED FD VI | — | 10,400.0 | $351K | 0.04% | NEW | — | $33.71 | — |
| 150 | INTC | INTEL CORP | Technology | 2,508.0 | $350K | 0.04% | NEW | — | $139.63 | -11.9% |
| 151 | AMAT | APPLIED MATLS INC | Technology | 482.0 | $349K | 0.04% | NEW | — | $723.55 | -33.0% |
| 152 | VV | VANGUARD INDEX FDS | — | 997.0 | $343K | 0.04% | NEW | — | $344.03 | +3.7% |
| 153 | SCHD | SCHWAB STRATEGIC TR | — | 10,551.0 | $335K | 0.04% | NEW | — | $31.71 | +4.7% |
| 154 | ARKQ | ARK ETF TR | — | 2,530.0 | $334K | 0.04% | NEW | — | $132.21 | -5.9% |
| 155 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,613.0 | $332K | 0.04% | NEW | — | $71.94 | -4.4% |
| 156 | SPYM | SPDR SERIES TRUST | — | 3,722.0 | $327K | 0.03% | NEW | — | $87.89 | +3.3% |
| 157 | GE | GE AEROSPACE | Industrials | 872.0 | $326K | 0.03% | NEW | — | $373.76 | -12.5% |
| 158 | — | BERKSHIRE HATHAWAY INC DEL | — | 637.0 | $319K | 0.03% | NEW | — | $500.39 | — |
| 159 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 646.0 | $309K | 0.03% | NEW | — | $477.93 | -5.7% |
| 160 | FMAR | FIRST TR EXCHNG TRADED FD VI | — | 5,821.0 | $304K | 0.03% | NEW | — | $52.26 | +2.9% |
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
25.7%
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%