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