Buckley Wealth Management as of Dec. 31, 2019
Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 133 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.9 | $22M | 75k | 293.64 | |
Microsoft Corporation (MSFT) | 6.4 | $14M | 89k | 157.70 | |
Berkshire Hathaway (BRK.B) | 4.6 | $10M | 45k | 226.51 | |
JPMorgan Chase & Co. (JPM) | 3.8 | $8.4M | 60k | 139.41 | |
Amazon (AMZN) | 3.8 | $8.4M | 4.5k | 1847.90 | |
Chevron Corporation (CVX) | 3.6 | $8.0M | 66k | 120.52 | |
Alphabet Inc Class A cs (GOOGL) | 3.5 | $7.7M | 5.7k | 1339.43 | |
Cisco Systems (CSCO) | 3.2 | $7.0M | 146k | 47.96 | |
Merck & Co (MRK) | 3.2 | $7.0M | 77k | 90.95 | |
Exxon Mobil Corporation (XOM) | 3.1 | $6.8M | 98k | 69.78 | |
Johnson & Johnson (JNJ) | 2.8 | $6.2M | 43k | 145.87 | |
At&t (T) | 2.8 | $6.2M | 158k | 39.08 | |
Pfizer (PFE) | 2.6 | $5.8M | 149k | 39.18 | |
Amgen (AMGN) | 2.6 | $5.8M | 24k | 241.08 | |
Intel Corporation (INTC) | 2.5 | $5.5M | 92k | 59.85 | |
CVS Caremark Corporation (CVS) | 1.8 | $4.1M | 55k | 74.30 | |
Procter & Gamble Company (PG) | 1.7 | $3.7M | 30k | 124.89 | |
Lockheed Martin Corporation (LMT) | 1.6 | $3.6M | 9.3k | 389.37 | |
ConocoPhillips (COP) | 1.5 | $3.2M | 49k | 65.04 | |
Costco Wholesale Corporation (COST) | 1.3 | $2.9M | 9.9k | 293.95 | |
UnitedHealth (UNH) | 1.3 | $2.8M | 9.7k | 293.96 | |
Verizon Communications (VZ) | 1.3 | $2.8M | 46k | 61.39 | |
Boeing Company (BA) | 0.9 | $1.9M | 5.9k | 325.68 | |
Gilead Sciences (GILD) | 0.8 | $1.8M | 27k | 64.96 | |
Bank of America Corporation (BAC) | 0.8 | $1.7M | 50k | 35.22 | |
Qualcomm (QCOM) | 0.8 | $1.7M | 19k | 88.24 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $1.7M | 40k | 41.21 | |
Dow (DOW) | 0.8 | $1.7M | 30k | 54.74 | |
Texas Instruments Incorporated (TXN) | 0.7 | $1.6M | 12k | 128.32 | |
American Express Company (AXP) | 0.6 | $1.4M | 11k | 124.52 | |
Philip Morris International (PM) | 0.6 | $1.4M | 16k | 85.09 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $1.2M | 932.00 | 1336.91 | |
Phillips 66 (PSX) | 0.5 | $1.0M | 9.1k | 111.36 | |
Linde | 0.5 | $1.0M | 4.8k | 212.84 | |
SYSCO Corporation (SYY) | 0.5 | $1.0M | 12k | 85.52 | |
Bristol Myers Squibb (BMY) | 0.4 | $969k | 15k | 64.18 | |
Oracle Corporation (ORCL) | 0.4 | $959k | 18k | 52.96 | |
Stewart Information Services Corporation (STC) | 0.4 | $938k | 23k | 40.78 | |
Ansys (ANSS) | 0.4 | $877k | 3.4k | 257.49 | |
Dupont De Nemours (DD) | 0.4 | $891k | 14k | 64.22 | |
MasterCard Incorporated (MA) | 0.4 | $839k | 2.8k | 298.47 | |
Nordstrom (JWN) | 0.4 | $831k | 20k | 40.93 | |
Target Corporation (TGT) | 0.4 | $831k | 6.5k | 128.24 | |
Marathon Petroleum Corp (MPC) | 0.4 | $837k | 14k | 60.23 | |
Duke Energy (DUK) | 0.4 | $822k | 9.0k | 91.23 | |
salesforce (CRM) | 0.4 | $801k | 4.9k | 162.61 | |
Nike (NKE) | 0.3 | $776k | 7.7k | 101.33 | |
TJX Companies (TJX) | 0.3 | $765k | 13k | 61.03 | |
Paypal Holdings (PYPL) | 0.3 | $767k | 7.1k | 108.18 | |
Kroger (KR) | 0.3 | $748k | 26k | 29.01 | |
Fiserv (FI) | 0.3 | $760k | 6.6k | 115.68 | |
Anthem (ELV) | 0.3 | $742k | 2.5k | 302.12 | |
Broadcom (AVGO) | 0.3 | $759k | 2.4k | 316.12 | |
Comcast Corporation (CMCSA) | 0.3 | $696k | 16k | 44.95 | |
McDonald's Corporation (MCD) | 0.3 | $715k | 3.6k | 197.62 | |
Msci (MSCI) | 0.3 | $706k | 2.7k | 258.14 | |
Wynn Resorts (WYNN) | 0.3 | $715k | 5.2k | 138.83 | |
Oneok (OKE) | 0.3 | $707k | 9.3k | 75.66 | |
Abbvie (ABBV) | 0.3 | $714k | 8.1k | 88.59 | |
Archer Daniels Midland Company (ADM) | 0.3 | $681k | 15k | 46.36 | |
Walt Disney Company (DIS) | 0.3 | $680k | 4.7k | 144.53 | |
Morgan Stanley (MS) | 0.3 | $687k | 13k | 51.13 | |
Discovery Communications | 0.3 | $684k | 22k | 30.47 | |
Pepsi (PEP) | 0.3 | $652k | 4.8k | 136.60 | |
Illumina (ILMN) | 0.3 | $668k | 2.0k | 331.51 | |
Walgreen Boots Alliance (WBA) | 0.3 | $638k | 11k | 58.99 | |
Medtronic (MDT) | 0.3 | $639k | 5.6k | 113.44 | |
Cardinal Health (CAH) | 0.3 | $620k | 12k | 50.61 | |
Ryder System (R) | 0.3 | $623k | 12k | 54.32 | |
AmerisourceBergen (COR) | 0.3 | $624k | 7.3k | 85.07 | |
Fidelity National Information Services (FIS) | 0.3 | $602k | 4.3k | 139.13 | |
Las Vegas Sands (LVS) | 0.3 | $605k | 8.8k | 68.99 | |
Accenture (ACN) | 0.3 | $566k | 2.7k | 210.49 | |
Lowe's Companies (LOW) | 0.3 | $581k | 4.9k | 119.72 | |
Nextera Energy (NEE) | 0.2 | $542k | 2.2k | 242.07 | |
General Dynamics Corporation (GD) | 0.2 | $543k | 3.1k | 176.30 | |
Chubb (CB) | 0.2 | $548k | 3.5k | 155.73 | |
PNC Financial Services (PNC) | 0.2 | $524k | 3.3k | 159.76 | |
Teladoc (TDOC) | 0.2 | $531k | 6.3k | 83.69 | |
Coca-Cola Company (KO) | 0.2 | $486k | 8.8k | 55.30 | |
Home Depot (HD) | 0.2 | $484k | 2.2k | 218.41 | |
Raytheon Company | 0.2 | $479k | 2.2k | 219.62 | |
Colgate-Palmolive Company (CL) | 0.2 | $474k | 6.9k | 68.80 | |
Eli Lilly & Co. (LLY) | 0.2 | $467k | 3.6k | 131.29 | |
Biogen Idec (BIIB) | 0.2 | $456k | 1.5k | 296.49 | |
Vanguard Growth ETF (VUG) | 0.2 | $455k | 2.5k | 182.00 | |
Boyd Gaming Corporation (BYD) | 0.2 | $439k | 15k | 29.95 | |
Stanley Black & Decker (SWK) | 0.2 | $440k | 2.7k | 165.66 | |
Union Pacific Corporation (UNP) | 0.2 | $440k | 2.4k | 181.00 | |
0.2 | $451k | 14k | 32.04 | ||
Honeywell International (HON) | 0.2 | $421k | 2.4k | 177.19 | |
Ingersoll-rand Co Ltd-cl A | 0.2 | $428k | 3.2k | 132.84 | |
Cme (CME) | 0.2 | $391k | 1.9k | 200.72 | |
Becton, Dickinson and (BDX) | 0.2 | $397k | 1.5k | 272.10 | |
Hca Holdings (HCA) | 0.2 | $387k | 2.6k | 147.82 | |
Mondelez Int (MDLZ) | 0.2 | $393k | 7.1k | 55.07 | |
3M Company (MMM) | 0.2 | $365k | 2.1k | 176.58 | |
Wells Fargo & Company (WFC) | 0.2 | $384k | 7.1k | 53.84 | |
Deere & Company (DE) | 0.2 | $371k | 2.1k | 173.45 | |
Visa (V) | 0.2 | $371k | 2.0k | 187.66 | |
Ida (IDA) | 0.2 | $374k | 3.5k | 106.80 | |
Western Alliance Bancorporation (WAL) | 0.2 | $354k | 6.2k | 56.99 | |
MetLife (MET) | 0.2 | $353k | 6.9k | 50.90 | |
Vanguard Value ETF (VTV) | 0.2 | $360k | 3.0k | 120.00 | |
Wec Energy Group (WEC) | 0.2 | $361k | 3.9k | 92.21 | |
Corteva (CTVA) | 0.2 | $345k | 12k | 29.55 | |
Goldman Sachs (GS) | 0.1 | $322k | 1.4k | 230.00 | |
Travelers Companies (TRV) | 0.1 | $332k | 2.4k | 137.08 | |
Ford Motor Company (F) | 0.1 | $327k | 35k | 9.30 | |
Marsh & McLennan Companies (MMC) | 0.1 | $306k | 2.7k | 111.31 | |
Crispr Therapeutics (CRSP) | 0.1 | $305k | 5.0k | 61.00 | |
Best Buy (BBY) | 0.1 | $287k | 3.3k | 87.82 | |
Altria (MO) | 0.1 | $286k | 5.7k | 49.83 | |
United Technologies Corporation | 0.1 | $277k | 1.9k | 149.57 | |
Packaging Corporation of America (PKG) | 0.1 | $270k | 2.4k | 111.85 | |
International Business Machines (IBM) | 0.1 | $260k | 1.9k | 134.02 | |
Southwest Gas Corporation (SWX) | 0.1 | $266k | 3.5k | 76.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $260k | 2.1k | 124.88 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $271k | 1.7k | 158.94 | |
Delta Air Lines (DAL) | 0.1 | $244k | 4.2k | 58.47 | |
Alerian Mlp Etf | 0.1 | $252k | 30k | 8.51 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $247k | 2.1k | 119.27 | |
Facebook Inc cl a (META) | 0.1 | $232k | 1.1k | 205.31 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $240k | 811.00 | 295.93 | |
International Flavors & Fragrances (IFF) | 0.1 | $222k | 1.7k | 129.14 | |
Cleveland-cliffs (CLF) | 0.1 | $210k | 25k | 8.40 | |
Abbott Laboratories (ABT) | 0.1 | $208k | 2.4k | 86.67 | |
Schlumberger (SLB) | 0.1 | $204k | 5.1k | 40.10 | |
First Defiance Financial | 0.1 | $209k | 6.6k | 31.46 | |
Allergan | 0.1 | $205k | 1.1k | 190.88 | |
Dell Technologies (DELL) | 0.1 | $207k | 4.0k | 51.49 | |
General Electric Company | 0.1 | $131k | 12k | 11.14 | |
Newmark Group (NMRK) | 0.1 | $135k | 10k | 13.50 |