Buckley Wealth Management

Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:

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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
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

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