Position in A
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$31,480
+$6,768 QoQ
Shares Held
237
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#938
of 1,112 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $240,998 across 12 Diagnostics & Research names. A ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
|
387 | $74,776 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
123 | $61,667 | |
| 3 | A |
Agilent Technologies, Inc.
This page
|
237 | $31,480 | |
| 4 | NTRA |
Natera, Inc.
|
99 | $26,873 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
41 | $21,584 | |
| 6 | DHR |
Danaher Corp /De/
|
78 | $14,857 | |
| 7 | LH |
Labcorp Holdings Inc.
|
28 | $7,840 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
1 | $529 |
All Filings in A
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,480 | 237 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $24,712 | 221 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $42,809 | 356 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $30,434 | 220 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||