Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, CVX, BRK.B, AMZN, and represent 34.79% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IDA, KR, XOM, INTC, MMM, CRH, NEE, LLY, CEG, JNJ.
- Started 8 new stock positions in CRH, META, RNR, C, DIS, KR, LLY, CEG.
- Reduced shares in these 10 stocks: PARA, MSFT, FNF, HON, COST, JPM, AMZN, PG, MPC, UNH.
- Sold out of its positions in BA, FNF, HON, PARA.
- Buckley Wealth Management was a net buyer of stock by $2.9M.
- Buckley Wealth Management has $312M in assets under management (AUM), dropping by 8.27%.
- Central Index Key (CIK): 0001730126
Tip: Access up to 7 years of quarterly data
Positions held by Buckley Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 105 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.8 | $30M | -2% | 72k | 420.72 |
|
Apple (AAPL) | 9.2 | $29M | 168k | 171.48 |
|
|
Chevron Corporation (CVX) | 5.8 | $18M | 114k | 157.74 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $17M | 41k | 420.52 |
|
|
Amazon (AMZN) | 4.5 | $14M | 77k | 180.38 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $13M | 89k | 150.93 |
|
|
JPMorgan Chase & Co. (JPM) | 4.2 | $13M | -2% | 65k | 200.30 |
|
Exxon Mobil Corporation (XOM) | 3.9 | $12M | +11% | 104k | 116.24 |
|
Procter & Gamble Company (PG) | 3.0 | $9.3M | -2% | 57k | 162.25 |
|
Johnson & Johnson (JNJ) | 2.8 | $8.7M | +2% | 55k | 158.19 |
|
Merck & Co (MRK) | 2.7 | $8.4M | 64k | 131.95 |
|
|
Cisco Systems (CSCO) | 2.6 | $8.1M | 162k | 49.91 |
|
|
Costco Wholesale Corporation (COST) | 2.5 | $7.8M | -4% | 11k | 732.63 |
|
Amgen (AMGN) | 2.4 | $7.5M | 26k | 284.32 |
|
|
Intel Corporation (INTC) | 2.2 | $6.8M | +15% | 154k | 44.17 |
|
Home Depot (HD) | 1.4 | $4.4M | -3% | 11k | 383.60 |
|
Dow (DOW) | 1.4 | $4.3M | -3% | 74k | 57.93 |
|
Pfizer (PFE) | 1.4 | $4.3M | 154k | 27.75 |
|
|
Ida (IDA) | 1.1 | $3.6M | +273% | 38k | 92.89 |
|
Dupont De Nemours (DD) | 1.1 | $3.5M | +3% | 46k | 76.67 |
|
Caterpillar (CAT) | 1.1 | $3.4M | 9.3k | 366.43 |
|
|
3M Company (MMM) | 1.0 | $3.2M | +36% | 30k | 106.07 |
|
Marathon Petroleum Corp (MPC) | 1.0 | $3.0M | -7% | 15k | 201.50 |
|
Abbvie (ABBV) | 0.9 | $2.9M | 16k | 182.10 |
|
|
NVIDIA Corporation (NVDA) | 0.9 | $2.7M | -3% | 2.9k | 903.56 |
|
Nextera Energy (NEE) | 0.8 | $2.5M | +18% | 39k | 63.91 |
|
Linde SHS (LIN) | 0.8 | $2.4M | -3% | 5.2k | 464.33 |
|
Lowe's Companies (LOW) | 0.8 | $2.4M | -2% | 9.5k | 254.73 |
|
At&t (T) | 0.8 | $2.4M | -2% | 134k | 17.60 |
|
Newmont Mining Corporation (NEM) | 0.7 | $2.3M | +2% | 64k | 35.84 |
|
TJX Companies (TJX) | 0.6 | $1.9M | 18k | 101.42 |
|
|
Bank of America Corporation (BAC) | 0.6 | $1.8M | 47k | 37.92 |
|
|
Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | 3.8k | 454.87 |
|
|
UnitedHealth (UNH) | 0.5 | $1.6M | -12% | 3.3k | 494.70 |
|
Broadcom (AVGO) | 0.5 | $1.5M | 1.2k | 1325.96 |
|
|
General Electric Com New (GE) | 0.5 | $1.5M | -2% | 8.5k | 175.53 |
|
Target Corporation (TGT) | 0.4 | $1.4M | -2% | 7.9k | 177.21 |
|
Eaton Corp SHS (ETN) | 0.4 | $1.4M | 4.4k | 312.68 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | -10% | 8.6k | 152.26 |
|
AmerisourceBergen (COR) | 0.4 | $1.3M | -6% | 5.3k | 242.99 |
|
Qualcomm (QCOM) | 0.4 | $1.3M | 7.5k | 169.30 |
|
|
Kroger (KR) | 0.4 | $1.3M | NEW | 22k | 57.13 |
|
Visa Com Cl A (V) | 0.4 | $1.3M | -2% | 4.6k | 279.08 |
|
Valero Energy Corporation (VLO) | 0.4 | $1.3M | 7.4k | 170.69 |
|
|
SYSCO Corporation (SYY) | 0.4 | $1.3M | 15k | 81.18 |
|
|
Cardinal Health (CAH) | 0.4 | $1.2M | -2% | 11k | 111.90 |
|
Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.5k | 481.58 |
|
|
Williams Companies (WMB) | 0.4 | $1.2M | 30k | 38.97 |
|
|
Ryder System (R) | 0.4 | $1.1M | 9.5k | 120.19 |
|
|
Trane Technologies SHS (TT) | 0.4 | $1.1M | -2% | 3.8k | 300.20 |
|
Juniper Networks (JNPR) | 0.4 | $1.1M | 31k | 37.06 |
|
|
Oneok (OKE) | 0.4 | $1.1M | 14k | 80.17 |
|
|
Anthem (ELV) | 0.4 | $1.1M | 2.2k | 518.54 |
|
|
FedEx Corporation (FDX) | 0.4 | $1.1M | 3.8k | 289.74 |
|
|
Pepsi (PEP) | 0.3 | $1.0M | -2% | 6.0k | 175.01 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | -2% | 3.0k | 346.61 |
|
Ferguson SHS (FERG) | 0.3 | $1.0M | -3% | 4.7k | 218.43 |
|
Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | 5.9k | 174.21 |
|
|
Msci (MSCI) | 0.3 | $1.0M | 1.8k | 560.45 |
|
|
McDonald's Corporation (MCD) | 0.3 | $997k | 3.5k | 281.96 |
|
|
Morgan Stanley Com New (MS) | 0.3 | $884k | 9.4k | 94.16 |
|
|
McKesson Corporation (MCK) | 0.3 | $863k | +3% | 1.6k | 536.85 |
|
Bristol Myers Squibb (BMY) | 0.3 | $853k | -5% | 16k | 54.23 |
|
Medtronic SHS (MDT) | 0.3 | $835k | -2% | 9.6k | 87.15 |
|
Metropcs Communications (TMUS) | 0.3 | $828k | +3% | 5.1k | 163.22 |
|
Nxp Semiconductors N V (NXPI) | 0.3 | $816k | -2% | 3.3k | 247.77 |
|
Walgreen Boots Alliance (WBA) | 0.3 | $810k | +2% | 37k | 21.69 |
|
Union Pacific Corporation (UNP) | 0.2 | $769k | -8% | 3.1k | 245.93 |
|
Cdw (CDW) | 0.2 | $745k | -2% | 2.9k | 255.78 |
|
Lam Research Corporation (LRCX) | 0.2 | $742k | -2% | 764.00 | 971.57 |
|
CRH Ord (CRH) | 0.2 | $733k | NEW | 8.5k | 86.26 |
|
Humana (HUM) | 0.2 | $711k | +3% | 2.1k | 346.72 |
|
Mondelez Intl Cl A (MDLZ) | 0.2 | $706k | -3% | 10k | 70.00 |
|
Cme (CME) | 0.2 | $677k | 3.1k | 215.29 |
|
|
Marsh & McLennan Companies (MMC) | 0.2 | $674k | -2% | 3.3k | 205.98 |
|
Tesla Motors (TSLA) | 0.2 | $626k | +2% | 3.6k | 175.79 |
|
CVS Caremark Corporation (CVS) | 0.2 | $616k | +4% | 7.7k | 79.76 |
|
BlackRock (BLK) | 0.2 | $586k | 703.00 | 833.70 |
|
|
Oracle Corporation (ORCL) | 0.2 | $564k | -2% | 4.5k | 125.61 |
|
Extra Space Storage (EXR) | 0.2 | $551k | 3.8k | 147.00 |
|
|
Goldman Sachs (GS) | 0.2 | $543k | -7% | 1.3k | 417.69 |
|
Wec Energy Group (WEC) | 0.2 | $520k | 6.3k | 82.12 |
|
|
Realty Income (O) | 0.2 | $502k | +3% | 9.3k | 54.10 |
|
Nexstar Media Group Common Stock (NXST) | 0.2 | $483k | +4% | 2.8k | 172.29 |
|
Southwest Gas Corporation (SWX) | 0.1 | $457k | -7% | 6.0k | 76.13 |
|
Philip Morris International (PM) | 0.1 | $429k | 4.7k | 91.62 |
|
|
Stewart Information Services Corporation (STC) | 0.1 | $421k | 6.5k | 65.06 |
|
|
Boyd Gaming Corporation (BYD) | 0.1 | $414k | 6.2k | 67.32 |
|
|
Eli Lilly & Co. (LLY) | 0.1 | $384k | NEW | 493.00 | 777.96 |
|
American Intl Group Com New (AIG) | 0.1 | $352k | 4.5k | 78.17 |
|
|
Constellation Energy (CEG) | 0.1 | $342k | NEW | 1.9k | 184.85 |
|
Boston Scientific Corporation (BSX) | 0.1 | $329k | -19% | 4.8k | 68.49 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $314k | -8% | 7.3k | 43.35 |
|
Advanced Micro Devices (AMD) | 0.1 | $289k | 1.6k | 180.49 |
|
|
General Dynamics Corporation (GD) | 0.1 | $283k | 1.0k | 282.49 |
|
|
Constellation Brands Cl A (STZ) | 0.1 | $272k | 1.0k | 271.76 |
|
|
Coca-Cola Company (KO) | 0.1 | $272k | 4.4k | 61.18 |
|
|
American Express Company (AXP) | 0.1 | $262k | -6% | 1.2k | 227.69 |
|
Emerson Electric (EMR) | 0.1 | $236k | -4% | 2.1k | 113.42 |
|
Walt Disney Company (DIS) | 0.1 | $219k | NEW | 1.8k | 122.36 |
|
Citigroup Com New (C) | 0.1 | $218k | NEW | 3.5k | 63.24 |
|
Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $217k | NEW | 924.00 | 235.03 |
|
Paypal Holdings (PYPL) | 0.1 | $212k | -3% | 3.2k | 66.99 |
|
Western Alliance Bancorporation (WAL) | 0.1 | $202k | 3.1k | 64.19 |
|
|
Meta Platforms Cl A (META) | 0.1 | $201k | NEW | 414.00 | 485.58 |
|
Past Filings by Buckley Wealth Management
SEC 13F filings are viewable for Buckley Wealth Management going back to 2017
- 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
- Buckley Wealth Management 2020 Q3 filed Oct. 19, 2020
- Buckley Wealth Management 2020 Q2 filed July 15, 2020