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  Name: Buck Wealth Strategies LLC
  City: DENVER
  State: CO
  Zip: 80237
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $291,139,000
  Total Value Change : $21,261,000
  Securities Held Change : 16
   
All Securities Held : 78
  New Positions : 16
  Closed Positions : 28
  Increased Positions : 49
  Unchanged Positions : 0
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PSA)1 Year Chart         PSA Public Storage Inc 21 New $279.83 $5,206,000 17,948 1.79% 5,206,000 17,948 0.01    REIT - Industrial
   (UHS)1 Year Chart         UHS Universal Health Services Inc 29 New $178.91 $2,318,000 12,703 0.8% 2,318,000 12,703 0.016    Hospitals
   (IBKR)1 Year Chart         IBKR Interactive Brokers Group Inc 30 New $113.50 $2,288,000 20,484 0.79% 2,288,000 20,484 0.02    Investment Brokerage ...
   (RNR)1 Year Chart         RNR RenaissanceRe Holdings 35 New $223.15 $2,053,000 8,734 0.71% 2,053,000 8,734 0.016    Property & Casualty I...
   (MKL)1 Year Chart         MKL Markel Corp 38 New $1,645.20 $1,888,000 1,241 0.65% 1,888,000 1,241 0.009    Property & Casualty I...
   (CI)1 Year Chart         CI Cigna Corporation 39 New $346.42 $1,883,000 5,184 0.65% 1,883,000 5,184 0.001    Health Care Plans
   (IART)1 Year Chart         IART Integra Lifesciences Holdin... 41 New $26.44 $1,719,000 48,484 0.59% 1,719,000 48,484 0.058    Biotechnology
   (AMPH)1 Year Chart         AMPH Amphastar Pharmaceuticals, ... 42 New $41.30 $1,683,000 38,318 0.58% 1,683,000 38,318 0.081    N/A
   (RTX)1 Year Chart         RTX RTX Corp 50 New $101.02 $816,000 8,369 0.28% 816,000 8,369 0.001    Conglomerates
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 57 New $551.79 $500,000 898 0.17% 500,000 898 0.002    Closed - End Fund - E...
   (FEX)1 Year Chart         FEX First Trust Large Cap Core ... 59 New $97.66 $480,000 4,833 0.16% 480,000 4,833 0.035    Closed - End Fund - Debt
   (MINT)1 Year Chart         MINT Pimco ETF Trust 62 New $100.37 $444,000 4,416 0.15% 444,000 4,416 0.003    Closed - End Fund - Debt
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 63 New $11.50 $411,000 34,560 0.14% 411,000 34,560 0.008    Closed - End Fund - Debt
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 70 New $310.89 $280,000 882 0.1% 280,000 882 0.006    Closed - End Fund - E...
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 75 New $42.89 $236,000 5,413 0.08% 236,000 5,413 0.005    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 78 New $0.00 $211,000 2,004 0.07% 211,000 2,004 0.003    N/A
      16 Records Found
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