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