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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 : 13     View All Holdings Currently Viewing:  Decreased 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
   (MRK)1 Year Chart         MRK Merck & Co Inc 6 - $131.20 $9,117,000 69,095 3.13% 1,038,000 -5,007 0.003    Drug Manufacturers - ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 7 - $40.49 $8,650,000 206,143 2.97% 784,000 -2,499 0.005    Telecom Services - Do...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 24 - $416.56 $4,630,000 11,004 1.59% -2,392,000 -7,669 0    Application Software
   (INTU)1 Year Chart         INTU Intuit Inc 26 - $635.42 $3,305,000 5,085 1.14% -4,128,000 -6,807 0.002    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 46 - $187.43 $1,053,000 6,143 0.36% -8,214,000 -41,991 0    Personal Computers
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 48 - $96.55 $866,000 8,845 0.3% -8,046,000 -80,947 0    Closed - End Fund - E...
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 49 - $99.17 $857,000 8,620 0.29% -6,362,000 -64,605 0.001    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 52 - $201.51 $623,000 3,111 0.21% -7,374,000 -43,904 0    Domestic Money Center...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 53 - $106.29 $605,000 5,631 0.21% -5,025,000 -46,747 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 55 - $525.96 $546,000 1,039 0.19% -11,717,000 -24,634 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 68 - $90.86 $339,000 3,586 0.12% -6,324,000 -63,805 0    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 71 - $218.09 $280,000 1,364 0.1% -4,384,000 -23,031 0    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 76 - $117.67 $232,000 2,000 0.08% -6,595,000 -66,281 0    Integrated Oil & Gas
      13 Records Found
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Page 1 of 1
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