Buck Wealth Strategies, LLC Portfolio Holdings by Sector
Buck Wealth Strategies, LLC
- $291 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VNLA SGOV PULS AGG STIP TIP IVV LCTU 25 stocks |
$90,975
31.34% of portfolio
|
  19  
|
  6  
|
  16  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO ED LNT 3 stocks |
$19,406
6.69% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE CMCO AGCO 4 stocks |
$17,316
5.97% of portfolio
|
  4  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK PFE 2 stocks |
$17,314
5.97% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$9,273
3.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$8,649
2.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$8,568
2.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$8,099
2.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$8,036
2.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$7,387
2.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$6,949
2.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$6,637
2.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$6,543
2.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$6,170
2.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$6,086
2.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CNC CI HUM 3 stocks |
$5,764
1.99% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL MKL 2 stocks |
$5,344
1.84% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$5,205
1.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$4,929
1.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
CALM 1 stocks |
$4,768
1.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4,629
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM G 2 stocks |
$4,540
1.56% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
GPC AZO 2 stocks |
$3,496
1.2% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$3,305
1.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
ACGL BRK-B 2 stocks |
$2,992
1.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
UHS 1 stocks |
$2,317
0.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
IBKR 1 stocks |
$2,288
0.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
TKR 1 stocks |
$2,144
0.74% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$2,052
0.71% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
IART 1 stocks |
$1,718
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
AMPH 1 stocks |
$1,682
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,628
0.56% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,053
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$825
0.28% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$816
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$727
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$623
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|