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 35.69% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: COST, EXR, NEE, V, AXP, MSFT, EMR, BAC, SHEL, RNR.
- Started 32 new stock positions in MCHP, ALGM, EXR, PEG, SSNC, ADI, BUD, RRX, IPG, TEL.
- Reduced shares in these 10 stocks: ORCL (-$6.1M), AAPL, NVDA, PNC, MRK, ABBV, UPS, LHX, PG, WMT.
- Sold out of its positions in CL, LHX, PNC, UPS, WMT.
- Buckley Wealth Management was a net buyer of stock by $6.1M.
- Buckley Wealth Management has $294M in assets under management (AUM), dropping by 8.27%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 127 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 11.9 | $35M | -2% | 180k | 193.97 |
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Microsoft Corporation (MSFT) | 9.0 | $27M | 78k | 340.54 |
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Chevron Corporation (CVX) | 6.1 | $18M | 113k | 157.35 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $15M | 43k | 341.00 |
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Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $11M | +2% | 93k | 119.70 |
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Amazon (AMZN) | 3.5 | $10M | 80k | 130.36 |
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JPMorgan Chase & Co. (JPM) | 3.4 | $10M | 70k | 145.44 |
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Procter & Gamble Company (PG) | 3.0 | $8.9M | -2% | 59k | 151.74 |
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Exxon Mobil Corporation (XOM) | 3.0 | $8.9M | 83k | 107.25 |
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Cisco Systems (CSCO) | 3.0 | $8.8M | -2% | 171k | 51.74 |
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Johnson & Johnson (JNJ) | 2.7 | $8.0M | 49k | 165.52 |
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Merck & Co (MRK) | 2.5 | $7.4M | -6% | 64k | 115.39 |
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Pfizer (PFE) | 2.1 | $6.1M | +2% | 167k | 36.68 |
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Costco Wholesale Corporation (COST) | 2.0 | $5.9M | +11% | 11k | 538.38 |
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Amgen (AMGN) | 2.0 | $5.9M | 27k | 222.02 |
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Intel Corporation (INTC) | 1.7 | $5.0M | -2% | 148k | 33.44 |
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Home Depot (HD) | 1.3 | $3.8M | 12k | 310.64 |
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Dow (DOW) | 1.3 | $3.7M | +2% | 70k | 53.26 |
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Newmont Mining Corporation (NEM) | 1.2 | $3.5M | -3% | 81k | 42.66 |
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Dupont De Nemours (DD) | 1.1 | $3.2M | +3% | 45k | 71.44 |
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At&t (T) | 1.0 | $2.9M | -3% | 181k | 15.95 |
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UnitedHealth (UNH) | 0.9 | $2.8M | 5.7k | 480.67 |
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Lowe's Companies (LOW) | 0.9 | $2.5M | +11% | 11k | 225.71 |
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Linde SHS (LIN) | 0.8 | $2.3M | +7% | 6.1k | 381.11 |
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Caterpillar (CAT) | 0.8 | $2.3M | 9.4k | 246.05 |
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Texas Instruments Incorporated (TXN) | 0.8 | $2.3M | +11% | 13k | 180.01 |
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Abbvie (ABBV) | 0.7 | $2.2M | -17% | 16k | 134.73 |
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Marathon Petroleum Corp (MPC) | 0.7 | $1.9M | -6% | 17k | 116.60 |
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TJX Companies (TJX) | 0.6 | $1.8M | +10% | 21k | 84.79 |
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Lockheed Martin Corporation (LMT) | 0.6 | $1.8M | 3.9k | 460.38 |
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Campbell Soup Company (CPB) | 0.6 | $1.8M | 39k | 45.71 |
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3M Company (MMM) | 0.6 | $1.7M | -6% | 17k | 100.09 |
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NVIDIA Corporation (NVDA) | 0.6 | $1.7M | -34% | 4.0k | 423.02 |
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Bristol Myers Squibb (BMY) | 0.6 | $1.7M | +7% | 26k | 63.95 |
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Visa Com Cl A (V) | 0.5 | $1.5M | +45% | 6.3k | 237.48 |
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Bank of America Corporation (BAC) | 0.5 | $1.5M | +35% | 52k | 28.69 |
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Nextera Energy (NEE) | 0.5 | $1.5M | +50% | 20k | 74.20 |
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Pepsi (PEP) | 0.5 | $1.4M | +19% | 7.4k | 185.23 |
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Broadcom (AVGO) | 0.5 | $1.4M | -9% | 1.6k | 867.70 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.3M | +31% | 4.3k | 308.60 |
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Anthem (ELV) | 0.4 | $1.2M | +30% | 2.8k | 444.29 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | -6% | 10k | 120.97 |
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FedEx Corporation (FDX) | 0.4 | $1.1M | -2% | 4.5k | 247.90 |
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AmerisourceBergen (ABC) | 0.4 | $1.1M | 5.8k | 192.43 |
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Cardinal Health (CAH) | 0.4 | $1.1M | 12k | 94.57 |
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Discover Financial Services (DFS) | 0.4 | $1.1M | +20% | 9.4k | 116.85 |
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SYSCO Corporation (SYY) | 0.4 | $1.1M | +30% | 15k | 74.20 |
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Medtronic SHS (MDT) | 0.4 | $1.1M | +46% | 12k | 88.10 |
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McDonald's Corporation (MCD) | 0.4 | $1.1M | -15% | 3.5k | 298.43 |
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Ida (IDA) | 0.4 | $1.0M | 10k | 102.60 |
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Morgan Stanley Com New (MS) | 0.3 | $1.0M | +10% | 12k | 85.40 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $1.0M | +2% | 2.6k | 393.31 |
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Ferguson SHS (FERG) | 0.3 | $1.0M | +24% | 6.4k | 157.31 |
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Williams Companies (WMB) | 0.3 | $997k | +9% | 31k | 32.63 |
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Mondelez Intl Cl A (MDLZ) | 0.3 | $995k | +12% | 14k | 72.94 |
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Trane Technologies SHS (TT) | 0.3 | $979k | +24% | 5.1k | 191.28 |
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Ryder System (R) | 0.3 | $934k | +3% | 11k | 84.79 |
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Qualcomm (QCOM) | 0.3 | $915k | +8% | 7.7k | 119.04 |
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Tesla Motors (TSLA) | 0.3 | $906k | 3.5k | 261.77 |
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Lam Research Corporation (LRCX) | 0.3 | $899k | 1.4k | 642.86 |
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Union Pacific Corporation (UNP) | 0.3 | $898k | +23% | 4.4k | 204.64 |
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Juniper Networks (JNPR) | 0.3 | $859k | +3% | 27k | 31.33 |
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Oneok (OKE) | 0.3 | $856k | +2% | 14k | 61.72 |
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Msci (MSCI) | 0.3 | $847k | 1.8k | 469.29 |
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Valero Energy Corporation (VLO) | 0.3 | $835k | 7.1k | 117.30 |
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Marsh & McLennan Companies (MMC) | 0.3 | $818k | +34% | 4.3k | 188.09 |
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Humana (HUM) | 0.3 | $789k | -8% | 1.8k | 447.13 |
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Cme (CME) | 0.3 | $786k | +25% | 4.2k | 185.30 |
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CVS Caremark Corporation (CVS) | 0.3 | $781k | +43% | 11k | 69.13 |
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Target Corporation (TGT) | 0.3 | $776k | +2% | 5.9k | 131.90 |
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Wec Energy Group (WEC) | 0.3 | $755k | +76% | 8.6k | 88.24 |
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Realty Income (O) | 0.3 | $746k | +23% | 13k | 59.79 |
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Walgreen Boots Alliance (WBA) | 0.3 | $739k | +7% | 26k | 28.49 |
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Cdw (CDW) | 0.2 | $706k | +6% | 3.8k | 183.50 |
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Boston Scientific Corporation (BSX) | 0.2 | $692k | +96% | 13k | 54.09 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $688k | +71% | 17k | 41.55 |
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Paramount Global Class B Com (PARA) | 0.2 | $686k | 43k | 15.91 |
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American Tower Reit (AMT) | 0.2 | $676k | +10% | 3.5k | 193.94 |
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BlackRock (BLK) | 0.2 | $650k | +23% | 941.00 | 691.14 |
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Nexstar Media Group Common Stock (NXST) | 0.2 | $610k | +20% | 3.7k | 166.55 |
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BorgWarner (BWA) | 0.2 | $577k | +149% | 12k | 48.91 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $553k | +35% | 15k | 36.00 |
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Oracle Corporation (ORCL) | 0.2 | $515k | -92% | 4.3k | 119.09 |
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Extra Space Storage (EXR) | 0.2 | $506k | NEW | 3.4k | 148.85 |
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Raytheon Technologies Corp (RTX) | 0.2 | $496k | 5.1k | 97.96 |
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Philip Morris International (PM) | 0.2 | $475k | -13% | 4.9k | 97.61 |
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Honeywell International (HON) | 0.2 | $470k | 2.3k | 207.52 |
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American Express Company (AXP) | 0.2 | $468k | NEW | 2.7k | 174.20 |
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Goldman Sachs (GS) | 0.2 | $452k | 1.4k | 322.54 |
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Boyd Gaming Corporation (BYD) | 0.1 | $429k | -14% | 6.2k | 69.37 |
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Southwest Gas Corporation (SWX) | 0.1 | $414k | +8% | 6.5k | 63.65 |
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Emerson Electric (EMR) | 0.1 | $410k | NEW | 4.5k | 90.39 |
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Shell Spon Ads (SHEL) | 0.1 | $384k | NEW | 6.4k | 60.38 |
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Paypal Holdings (PYPL) | 0.1 | $383k | -14% | 5.7k | 66.73 |
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Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $375k | NEW | 2.0k | 186.52 |
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McKesson Corporation (MCK) | 0.1 | $374k | NEW | 876.00 | 427.31 |
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Microchip Technology (MCHP) | 0.1 | $357k | NEW | 4.0k | 89.59 |
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Citigroup Com New (C) | 0.1 | $346k | NEW | 7.5k | 46.04 |
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Canadian Natl Ry (CNI) | 0.1 | $317k | NEW | 2.6k | 121.07 |
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Public Service Enterprise (PEG) | 0.1 | $302k | NEW | 4.8k | 62.61 |
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Chubb (CB) | 0.1 | $299k | NEW | 1.6k | 192.56 |
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Cummins (CMI) | 0.1 | $298k | NEW | 1.2k | 245.16 |
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Ss&c Technologies Holding (SSNC) | 0.1 | $291k | NEW | 4.8k | 60.60 |
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Walt Disney Company (DIS) | 0.1 | $274k | +24% | 3.1k | 89.28 |
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Coca-Cola Company (KO) | 0.1 | $267k | 4.4k | 60.22 |
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Stewart Information Services Corporation (STC) | 0.1 | $266k | 6.5k | 41.14 |
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W.W. Grainger (GWW) | 0.1 | $263k | NEW | 334.00 | 788.59 |
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Baxter International (BAX) | 0.1 | $260k | NEW | 5.7k | 45.56 |
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American Intl Group Com New (AIG) | 0.1 | $259k | 4.5k | 57.54 |
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $256k | NEW | 4.5k | 56.72 |
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Allegro Microsystems Ord (ALGM) | 0.1 | $249k | NEW | 5.5k | 45.14 |
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Constellation Brands Cl A (STZ) | 0.1 | $246k | -17% | 1.0k | 246.13 |
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Te Connectivity SHS (TEL) | 0.1 | $243k | NEW | 1.7k | 140.16 |
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Analog Devices (ADI) | 0.1 | $243k | NEW | 1.2k | 194.81 |
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Regal-beloit Corporation (RRX) | 0.1 | $239k | NEW | 1.6k | 153.90 |
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Deere & Company (DE) | 0.1 | $235k | NEW | 581.00 | 405.19 |
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CSX Corporation (CSX) | 0.1 | $234k | NEW | 6.8k | 34.10 |
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Interpublic Group of Companies (IPG) | 0.1 | $233k | NEW | 6.0k | 38.58 |
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Fortinet (FTNT) | 0.1 | $231k | NEW | 3.1k | 75.59 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $230k | NEW | 489.00 | 470.60 |
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Cadence Design Systems (CDNS) | 0.1 | $229k | NEW | 977.00 | 234.52 |
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Hasbro (HAS) | 0.1 | $228k | NEW | 3.5k | 64.77 |
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Cigna Corp (CI) | 0.1 | $221k | NEW | 788.00 | 280.60 |
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Tapestry (TPR) | 0.1 | $221k | NEW | 5.2k | 42.80 |
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Iqvia Holdings (IQV) | 0.1 | $220k | NEW | 978.00 | 224.77 |
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Zoetis Cl A (ZTS) | 0.1 | $213k | NEW | 1.2k | 172.21 |
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Webster Financial Corporation (WBS) | 0.1 | $202k | NEW | 5.3k | 37.75 |
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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 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
- 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