Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, BRK.B, CVX, AMZN, and represent 36.67% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, BBY, C, FERG, PH, ORCL, CVX, V, XOM, WAL.
- Started 4 new stock positions in BBY, FERG, PH, WAL.
- Reduced shares in these 10 stocks: AAPL, , Ferguson Plc F, , LRCX, WBA, INTC, , PFE, .
- Sold out of its positions in AIG, BLK, LRCX, MSCI, NXST, WBA, Ferguson Plc F, NXPI.
- Buckley Wealth Management was a net seller of stock by $-3.1M.
- Buckley Wealth Management has $325M in assets under management (AUM), dropping by 2.89%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 97 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.8 | $38M | -3% | 164k | 233.00 |
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| Microsoft Corporation (MSFT) | 9.4 | $31M | 71k | 430.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.8 | $19M | 41k | 460.26 |
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| Chevron Corporation (CVX) | 5.3 | $17M | +2% | 117k | 147.27 |
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| Amazon (AMZN) | 4.5 | $15M | 78k | 186.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $14M | 87k | 165.85 |
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| JPMorgan Chase & Co. (JPM) | 4.1 | $14M | 64k | 210.86 |
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| Exxon Mobil Corporation (XOM) | 3.8 | $12M | +2% | 105k | 117.22 |
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| Johnson & Johnson (JNJ) | 2.9 | $9.4M | 58k | 162.06 |
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| Procter & Gamble Company (PG) | 2.9 | $9.4M | 55k | 173.20 |
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| Costco Wholesale Corporation (COST) | 2.8 | $9.1M | -3% | 10k | 886.52 |
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| Amgen (AMGN) | 2.5 | $8.1M | -4% | 25k | 322.21 |
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| Cisco Systems (CSCO) | 2.5 | $8.0M | -5% | 151k | 53.22 |
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| Merck & Co (MRK) | 2.2 | $7.0M | -2% | 62k | 113.56 |
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| Home Depot (HD) | 1.3 | $4.3M | -6% | 11k | 405.20 |
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| Dupont De Nemours (DD) | 1.3 | $4.1M | 46k | 89.11 |
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| Dow (DOW) | 1.3 | $4.1M | 75k | 54.63 |
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| 3M Company (MMM) | 1.2 | $4.0M | 29k | 136.70 |
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| Ida (IDA) | 1.1 | $3.7M | -5% | 36k | 103.09 |
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| Caterpillar (CAT) | 1.1 | $3.7M | 9.3k | 391.12 |
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| Pfizer (PFE) | 1.1 | $3.6M | -12% | 125k | 28.94 |
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| Abbvie (ABBV) | 1.0 | $3.3M | 17k | 197.48 |
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| Nextera Energy (NEE) | 1.0 | $3.3M | 39k | 84.53 |
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| Intel Corporation (INTC) | 0.9 | $3.0M | -18% | 128k | 23.46 |
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| Lowe's Companies (LOW) | 0.8 | $2.7M | +5% | 10k | 270.85 |
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| At&t (T) | 0.8 | $2.6M | -8% | 120k | 22.00 |
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| Linde SHS (LIN) | 0.8 | $2.5M | +2% | 5.3k | 476.87 |
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| Marathon Petroleum Corp (MPC) | 0.7 | $2.3M | +6% | 14k | 162.91 |
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| TJX Companies (TJX) | 0.7 | $2.3M | +2% | 20k | 117.54 |
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| Broadcom (AVGO) | 0.7 | $2.2M | +1118% | 13k | 172.50 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $2.1M | -2% | 3.7k | 584.56 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.1M | -16% | 18k | 121.44 |
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| UnitedHealth (UNH) | 0.6 | $1.9M | 3.3k | 584.68 |
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| Bank of America Corporation (BAC) | 0.6 | $1.9M | +4% | 48k | 39.68 |
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| Visa Com Cl A (V) | 0.5 | $1.7M | +35% | 6.1k | 274.95 |
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| Trane Technologies SHS (TT) | 0.5 | $1.5M | +4% | 3.9k | 388.73 |
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| Targa Res Corp (TRGP) | 0.5 | $1.5M | 9.9k | 148.01 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | 7.0k | 206.57 |
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| Best Buy (BBY) | 0.4 | $1.4M | NEW | 14k | 103.30 |
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| Progressive Corporation (PGR) | 0.4 | $1.4M | 5.6k | 253.76 |
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| Ryder System (R) | 0.4 | $1.4M | 9.7k | 145.80 |
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| SYSCO Corporation (SYY) | 0.4 | $1.4M | +9% | 18k | 78.06 |
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| Citigroup Com New (C) | 0.4 | $1.4M | +539% | 22k | 62.60 |
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| Williams Companies (WMB) | 0.4 | $1.4M | 30k | 45.65 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.3M | 4.0k | 331.44 |
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| McDonald's Corporation (MCD) | 0.4 | $1.3M | +9% | 4.4k | 304.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | -2% | 7.9k | 167.19 |
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| Oneok (OKE) | 0.4 | $1.3M | 15k | 91.13 |
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| Kroger (KR) | 0.4 | $1.3M | 22k | 57.30 |
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| Cardinal Health (CAH) | 0.4 | $1.3M | +3% | 11k | 110.52 |
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| Oracle Corporation (ORCL) | 0.4 | $1.3M | +63% | 7.4k | 170.40 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | +2% | 2.5k | 493.81 |
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| AmerisourceBergen (COR) | 0.4 | $1.2M | 5.3k | 225.08 |
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| Anthem (ELV) | 0.4 | $1.2M | 2.2k | 520.00 |
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| Target Corporation (TGT) | 0.4 | $1.1M | 7.3k | 155.86 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.1M | +2% | 6.0k | 188.58 |
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| Metropcs Communications (TMUS) | 0.3 | $1.1M | +3% | 5.4k | 206.36 |
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| Qualcomm (QCOM) | 0.3 | $1.1M | -18% | 6.4k | 170.05 |
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| FedEx Corporation (FDX) | 0.3 | $1.1M | 4.0k | 273.68 |
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| Pepsi (PEP) | 0.3 | $1.0M | +3% | 5.9k | 170.05 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.0M | +2% | 9.7k | 104.24 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $978k | NEW | 4.9k | 198.57 |
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| Valero Energy Corporation (VLO) | 0.3 | $977k | +5% | 7.2k | 135.03 |
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| Tesla Motors (TSLA) | 0.3 | $931k | 3.6k | 261.63 |
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| Medtronic SHS (MDT) | 0.3 | $872k | +2% | 9.7k | 90.03 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $825k | -14% | 2.3k | 353.48 |
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| CRH Ord (CRH) | 0.2 | $807k | +2% | 8.7k | 92.74 |
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| Union Pacific Corporation (UNP) | 0.2 | $799k | +4% | 3.2k | 246.48 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $759k | +4% | 3.4k | 223.09 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $755k | 10k | 73.67 |
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| Constellation Energy (CEG) | 0.2 | $753k | +56% | 2.9k | 260.02 |
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| Cme (CME) | 0.2 | $715k | +3% | 3.2k | 220.65 |
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| Extra Space Storage (EXR) | 0.2 | $687k | 3.8k | 180.19 |
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| Cdw (CDW) | 0.2 | $685k | +4% | 3.0k | 226.30 |
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| Wec Energy Group (WEC) | 0.2 | $626k | +2% | 6.5k | 96.18 |
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| Philip Morris International (PM) | 0.2 | $614k | +7% | 5.1k | 121.40 |
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| Realty Income (O) | 0.2 | $599k | 9.5k | 63.42 |
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| McKesson Corporation (MCK) | 0.2 | $596k | -24% | 1.2k | 494.42 |
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| Goldman Sachs (GS) | 0.2 | $594k | 1.2k | 495.11 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $569k | NEW | 900.00 | 631.82 |
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| Bristol Myers Squibb (BMY) | 0.2 | $498k | -32% | 9.6k | 51.74 |
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| Eli Lilly & Co. (LLY) | 0.1 | $467k | +7% | 527.00 | 885.94 |
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| Southwest Gas Corporation (SWX) | 0.1 | $420k | -5% | 5.7k | 73.76 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $420k | -16% | 6.0k | 69.72 |
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| Boston Scientific Corporation (BSX) | 0.1 | $402k | 4.8k | 83.80 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $388k | -2% | 6.0k | 64.65 |
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| Ge Vernova (GEV) | 0.1 | $326k | -12% | 1.3k | 254.98 |
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| Advanced Micro Devices (AMD) | 0.1 | $304k | +8% | 1.9k | 164.08 |
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| General Dynamics Corporation (GD) | 0.1 | $302k | 1.0k | 302.20 |
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| American Express Company (AXP) | 0.1 | $298k | -3% | 1.1k | 271.20 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $272k | NEW | 3.1k | 86.49 |
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| Stewart Information Services Corporation (STC) | 0.1 | $262k | -45% | 3.5k | 74.74 |
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| Constellation Brands Cl A (STZ) | 0.1 | $258k | 1.0k | 257.69 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $252k | 924.00 | 272.40 |
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| Coca-Cola Company (KO) | 0.1 | $247k | -24% | 3.4k | 71.86 |
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| Meta Platforms Cl A (META) | 0.1 | $237k | 414.00 | 572.44 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $223k | 5.3k | 41.77 |
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Past Filings by Buckley Wealth Management
SEC 13F filings are viewable for Buckley Wealth Management going back to 2017
- Buckley Wealth Management 2024 Q3 filed Oct. 18, 2024
- Buckley Wealth Management 2024 Q2 filed July 24, 2024
- Buckley Wealth Management 2024 Q1 filed April 16, 2024
- Buckley Wealth Management 2023 Q4 filed Jan. 18, 2024
- Buckley Wealth Management 2023 Q3 filed Oct. 13, 2023
- Buckley Wealth Management 2023 Q2 filed July 12, 2023
- Buckley Wealth Management 2023 Q1 filed April 14, 2023
- Buckley Wealth Management 2022 Q4 filed Feb. 10, 2023
- Buckley Wealth Management 2022 Q3 filed Nov. 14, 2022
- Buckley Wealth Management 2022 Q2 filed Aug. 4, 2022
- Buckley Wealth Management 2022 Q1 filed May 6, 2022
- Buckley Wealth Management 2021 Q4 filed Feb. 2, 2022
- Buckley Wealth Management 2021 Q3 filed Nov. 9, 2021
- Buckley Wealth Management 2021 Q2 filed July 27, 2021
- Buckley Wealth Management 2021 Q1 filed April 30, 2021
- Buckley Wealth Management 2020 Q4 filed Jan. 20, 2021