Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, CVX, BRK.B, GOOGL, and represent 30.16% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$8.7M), JPM, ORCL, MSFT, INTC, WMB, JNPR, MMM, ABBV, CSCO.
- Started 7 new stock positions in META, UPS, NXST, DXC, JNPR, WBD, WMB.
- Reduced shares in these 10 stocks: CVS, CVX, , NKE, GDEN, UAA, AMGN, GILD, SHOP, BBY.
- Sold out of its positions in AMP, ADI, AXON, BK, BBY, CTSH, DAR, DE, GE, HASI. HAS, MCHP, NKE, PRU, RRR, RRX, CRM, SHOP, SJM, UAA, WAB, WYNN, TEAM, TEL.
- Buckley Wealth Management was a net buyer of stock by $4.1M.
- Buckley Wealth Management has $311M in assets under management (AUM), dropping by -15.88%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 139 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.4 | $33M | 238k | 136.72 | ||
| Microsoft Corporation (MSFT) | 6.9 | $21M | +5% | 83k | 256.83 | |
| Chevron Corporation (CVX) | 5.7 | $18M | -8% | 122k | 144.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $12M | +3% | 43k | 273.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $11M | 4.8k | 2179.34 | ||
| Procter & Gamble Company (PG) | 3.1 | $9.8M | 68k | 143.78 | ||
| Amazon (AMZN) | 3.0 | $9.2M | +1902% | 87k | 106.21 | |
| Pfizer (PFE) | 2.9 | $9.1M | 174k | 52.43 | ||
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.6M | +31% | 76k | 112.61 | |
| Golden Entmt (GDEN) | 2.6 | $8.2M | -8% | 206k | 39.55 | |
| Cisco Systems (CSCO) | 2.6 | $8.1M | +6% | 189k | 42.64 | |
| Johnson & Johnson (JNJ) | 2.5 | $7.8M | 44k | 177.51 | ||
| Merck & Co (MRK) | 2.4 | $7.4M | 81k | 91.17 | ||
| Amgen (AMGN) | 2.3 | $7.3M | -5% | 30k | 243.30 | |
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| Exxon Mobil Corporation (XOM) | 2.3 | $7.2M | -2% | 84k | 85.64 | |
| Intel Corporation (INTC) | 2.2 | $6.7M | +19% | 179k | 37.41 | |
| Oracle Corporation (ORCL) | 2.0 | $6.2M | +23% | 88k | 69.87 | |
| Costco Wholesale Corporation (COST) | 1.7 | $5.4M | 11k | 479.32 | ||
| Newmont Mining Corporation (NEM) | 1.4 | $4.4M | +3% | 73k | 59.67 | |
| Dow (DOW) | 1.4 | $4.3M | +2% | 84k | 51.61 | |
| Gilead Sciences (GILD) | 1.3 | $4.2M | -7% | 67k | 61.81 | |
| 3M Company (MMM) | 1.2 | $3.7M | +22% | 29k | 129.40 | |
| Home Depot (HD) | 1.2 | $3.7M | 14k | 274.27 | ||
| Abbvie (ABBV) | 1.1 | $3.5M | +21% | 23k | 153.16 | |
| At&t (T) | 1.1 | $3.3M | -6% | 158k | 20.96 | |
| UnitedHealth (UNH) | 1.1 | $3.3M | -4% | 6.4k | 513.70 | |
| Dupont De Nemours (DD) | 0.9 | $2.8M | +2% | 51k | 55.57 | |
| Campbell Soup Company (CPB) | 0.8 | $2.4M | 49k | 48.05 | ||
| Lockheed Martin Corporation (LMT) | 0.7 | $2.2M | 5.2k | 429.95 | ||
| Lowe's Companies (LOW) | 0.7 | $2.2M | +2% | 13k | 174.65 | |
| Caterpillar (CAT) | 0.7 | $2.1M | 12k | 178.75 | ||
| Texas Instruments Incorporated (TXN) | 0.6 | $2.0M | 13k | 153.66 | ||
| Linde SHS (LIN) | 0.6 | $1.9M | 6.7k | 287.58 | ||
| Philip Morris International (PM) | 0.6 | $1.8M | -5% | 19k | 98.74 | |
| Verizon Communications (VZ) | 0.5 | $1.6M | -7% | 32k | 50.75 | |
| Bristol Myers Squibb (BMY) | 0.5 | $1.6M | -2% | 21k | 77.01 | |
| TJX Companies (TJX) | 0.5 | $1.5M | +4% | 28k | 55.86 | |
| Nextera Energy (NEE) | 0.5 | $1.4M | 18k | 77.44 | ||
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.4M | 36k | 39.23 | ||
| Bank of America Corporation (BAC) | 0.4 | $1.3M | 43k | 31.12 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | -2% | 4.5k | 277.61 | |
| Visa Com Cl A (V) | 0.4 | $1.2M | 6.3k | 196.94 | ||
| Pepsi (PEP) | 0.4 | $1.2M | -2% | 7.4k | 166.67 | |
| Morgan Stanley Com New (MS) | 0.4 | $1.2M | 16k | 76.09 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | +2% | 530.00 | 2186.79 | |
| McDonald's Corporation (MCD) | 0.4 | $1.2M | -11% | 4.7k | 246.90 | |
| Qualcomm (QCOM) | 0.4 | $1.1M | +12% | 8.9k | 127.70 | |
| Anthem (ANTM) | 0.4 | $1.1M | +12% | 2.3k | 482.71 | |
| SYSCO Corporation (SYY) | 0.4 | $1.1M | 13k | 84.75 | ||
| CVS Caremark Corporation (CVS) | 0.4 | $1.1M | -79% | 12k | 92.63 | |
| Ida (IDA) | 0.4 | $1.1M | -4% | 10k | 105.92 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.0M | +19% | 14k | 76.47 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.0M | -21% | 9.8k | 106.30 | |
| Williams Companies (WMB) | 0.3 | $1.0M | NEW | 32k | 31.20 | |
| AmerisourceBergen (ABC) | 0.3 | $1.0M | -13% | 7.1k | 141.53 | |
| American Tower Reit (AMT) | 0.3 | $1.0M | 3.9k | 255.69 | ||
| Union Pacific Corporation (UNP) | 0.3 | $955k | -13% | 4.5k | 213.22 | |
| Ryder System (R) | 0.3 | $942k | +4% | 13k | 71.04 | |
| Colgate-Palmolive Company (CL) | 0.3 | $914k | -13% | 11k | 80.11 | |
| Cardinal Health (CAH) | 0.3 | $911k | 17k | 52.29 | ||
| Mondelez Intl Cl A (MDLZ) | 0.3 | $910k | -3% | 15k | 62.07 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $904k | 11k | 82.18 | ||
| Mastercard Incorporated Cl A (MA) | 0.3 | $888k | 2.8k | 315.56 | ||
| Medtronic SHS (MDT) | 0.3 | $872k | 9.7k | 89.71 | ||
| Cme (CME) | 0.3 | $868k | 4.2k | 204.72 | ||
| International Paper Company (IP) | 0.3 | $864k | +2% | 21k | 41.82 | |
| PNC Financial Services (PNC) | 0.3 | $844k | -5% | 5.3k | 157.79 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $823k | +6% | 22k | 37.92 | |
| Cdw (CDW) | 0.3 | $814k | -2% | 5.2k | 157.48 | |
| Broadcom (AVGO) | 0.3 | $799k | 1.6k | 485.71 | ||
| Oneok (OKE) | 0.3 | $797k | -18% | 14k | 55.52 | |
| Discover Financial Services (DFS) | 0.3 | $789k | 8.3k | 94.55 | ||
| Tesla Motors (TSLA) | 0.3 | $777k | 1.2k | 673.31 | ||
| Trane Technologies SHS (TT) | 0.2 | $774k | 6.0k | 129.89 | ||
| Juniper Networks (JNPR) | 0.2 | $770k | NEW | 27k | 28.48 | |
| Msci (MSCI) | 0.2 | $762k | +3% | 1.9k | 411.89 | |
| NVIDIA Corporation (NVDA) | 0.2 | $751k | 5.0k | 151.50 | ||
| Paramount Global Class B Com (PARA) | 0.2 | $743k | 30k | 24.69 | ||
| Realty Income (O) | 0.2 | $720k | 11k | 68.28 | ||
| Lam Research Corporation (LRCX) | 0.2 | $716k | 1.7k | 426.19 | ||
| Paypal Holdings (PYPL) | 0.2 | $687k | +13% | 9.8k | 69.83 | |
| Target Corporation (TGT) | 0.2 | $687k | -15% | 4.9k | 141.21 | |
| Invesco SHS (IVZ) | 0.2 | $674k | +6% | 42k | 16.14 | |
| Wec Energy Group (WEC) | 0.2 | $608k | -2% | 6.0k | 100.71 | |
| Hormel Foods Corporation (HRL) | 0.2 | $597k | -2% | 13k | 47.39 | |
| BlackRock (BLK) | 0.2 | $576k | -2% | 945.00 | 609.52 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $567k | -2% | 15k | 36.95 | |
| Southwest Gas Corporation (SWX) | 0.2 | $566k | 6.5k | 87.08 | ||
| Boyd Gaming Corporation (BYD) | 0.2 | $559k | 11k | 49.73 | ||
| Marsh & McLennan Companies (MMC) | 0.2 | $543k | 3.5k | 155.32 | ||
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $495k | NEW | 37k | 13.41 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $492k | 5.1k | 96.11 | ||
| L3harris Technologies (LHX) | 0.2 | $481k | -2% | 2.0k | 241.71 | |
| Stewart Information Services Corporation (STC) | 0.2 | $469k | 9.4k | 49.76 | ||
| McKesson Corporation (MCK) | 0.1 | $449k | -9% | 1.4k | 326.07 | |
| Walt Disney Company (DIS) | 0.1 | $449k | 4.8k | 94.33 | ||
| American Express Company (AXP) | 0.1 | $431k | 3.1k | 138.67 | ||
| Goldman Sachs (GS) | 0.1 | $421k | 1.4k | 297.32 | ||
| Honeywell International (HON) | 0.1 | $414k | 2.4k | 173.80 | ||
| Las Vegas Sands (LVS) | 0.1 | $407k | 12k | 33.62 | ||
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $406k | -8% | 2.6k | 156.21 | |
| Coca-Cola Company (KO) | 0.1 | $390k | 6.2k | 62.84 | ||
| Boston Scientific Corporation (BSX) | 0.1 | $377k | +58% | 10k | 37.23 | |
| Boeing Company (BA) | 0.1 | $370k | -7% | 2.7k | 136.63 | |
| Avery Dennison Corporation (AVY) | 0.1 | $365k | -3% | 2.3k | 162.01 | |
| Citigroup Com New (C) | 0.1 | $356k | +30% | 7.7k | 46.00 | |
| Meta Platforms Cl A (META) | 0.1 | $356k | NEW | 2.2k | 161.38 | |
| Shell Spon Ads (SHEL) | 0.1 | $348k | 6.7k | 52.29 | ||
| United Parcel Service CL B (UPS) | 0.1 | $347k | NEW | 1.9k | 182.63 | |
| Nexstar Media Group Cl A (NXST) | 0.1 | $330k | NEW | 2.0k | 162.88 | |
| Cadence Design Systems (CDNS) | 0.1 | $327k | 2.2k | 150.21 | ||
| Cummins (CMI) | 0.1 | $320k | 1.7k | 193.47 | ||
| Public Service Enterprise (PEG) | 0.1 | $315k | -26% | 5.0k | 63.35 | |
| Canadian Natl Ry (CNI) | 0.1 | $314k | +6% | 2.8k | 112.46 | |
| BorgWarner (BWA) | 0.1 | $314k | +6% | 9.4k | 33.38 | |
| Chubb (CB) | 0.1 | $305k | -3% | 1.5k | 196.90 | |
| Allstate Corporation (ALL) | 0.1 | $289k | 2.3k | 126.70 | ||
| Constellation Brands Cl A (STZ) | 0.1 | $289k | 1.2k | 233.44 | ||
| Ss&c Technologies Holding (SSNC) | 0.1 | $287k | +10% | 4.9k | 58.02 | |
| Envista Hldgs Corp (NVST) | 0.1 | $279k | +8% | 7.2k | 38.55 | |
| Norfolk Southern (NSC) | 0.1 | $267k | +7% | 1.2k | 227.23 | |
| Pioneer Natural Resources (PXD) | 0.1 | $259k | -18% | 1.2k | 223.28 | |
| Cigna Corp (CI) | 0.1 | $258k | 980.00 | 263.27 | ||
| Horizon Therapeutics Pub L SHS (HZNP) | 0.1 | $258k | +6% | 3.2k | 79.80 | |
| Interpublic Group of Companies (IPG) | 0.1 | $250k | -2% | 9.1k | 27.51 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $250k | +20% | 4.6k | 53.90 | |
| Truist Financial Corp equities (TFC) | 0.1 | $242k | 5.1k | 47.40 | ||
| General Mills (GIS) | 0.1 | $231k | -2% | 3.1k | 75.54 | |
| American Intl Group Com New (AIG) | 0.1 | $230k | 4.5k | 51.11 | ||
| Dxc Technology (DXC) | 0.1 | $229k | NEW | 7.5k | 30.36 | |
| Iqvia Holdings (IQV) | 0.1 | $225k | 1.0k | 217.39 | ||
| Wal-Mart Stores (WMT) | 0.1 | $223k | -3% | 1.8k | 121.66 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $222k | 3.1k | 70.66 | ||
| Syneos Health Cl A (SYNH) | 0.1 | $221k | +24% | 3.1k | 71.66 | |
| Wells Fargo & Company (WFC) | 0.1 | $212k | 5.4k | 39.23 | ||
| Intellia Therapeutics (NTLA) | 0.1 | $207k | 4.0k | 51.75 | ||
| Novavax Com New (NVAX) | 0.1 | $206k | 4.0k | 51.50 | ||
| W.W. Grainger (GWW) | 0.1 | $204k | 450.00 | 453.33 | ||
| Zoetis Cl A (ZTS) | 0.1 | $203k | 1.2k | 172.03 | ||
Past Filings by Buckley Wealth Management
SEC 13F filings are viewable for Buckley Wealth Management going back to 2017
- 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
- Buckley Wealth Management 2020 Q3 filed Oct. 19, 2020
- Buckley Wealth Management 2020 Q2 filed July 15, 2020
- Buckley Wealth Management 2020 Q1 filed April 10, 2020
- Buckley Wealth Management 2019 Q4 filed Jan. 16, 2020
- Buckley Wealth Management 2019 Q3 filed Oct. 11, 2019
- Buckley Wealth Management 2019 Q2 filed July 19, 2019
- Buckley Wealth Management 2019 Q1 filed April 11, 2019
- Buckley Wealth Management 2018 Q4 filed Feb. 1, 2019
- Buckley Wealth Management 2018 Q3 filed Oct. 25, 2018