Buckley Wealth Management as of March 31, 2023
Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 100 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.3 | $31M | 186k | 164.90 | |
| Microsoft Corporation (MSFT) | 8.1 | $22M | 76k | 288.30 | |
| Chevron Corporation (CVX) | 6.8 | $19M | 114k | 163.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $13M | 43k | 308.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $9.4M | 91k | 103.73 | |
| Cisco Systems (CSCO) | 3.4 | $9.1M | 174k | 52.27 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $9.1M | 70k | 130.31 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $9.0M | 82k | 109.66 | |
| Procter & Gamble Company (PG) | 3.3 | $9.0M | 60k | 148.69 | |
| Amazon (AMZN) | 3.0 | $8.2M | 80k | 103.29 | |
| Johnson & Johnson (JNJ) | 2.7 | $7.4M | 48k | 155.00 | |
| Merck & Co (MRK) | 2.7 | $7.2M | 68k | 106.39 | |
| Pfizer (PFE) | 2.4 | $6.6M | 163k | 40.80 | |
| Amgen (AMGN) | 2.4 | $6.5M | 27k | 241.75 | |
| Oracle Corporation (ORCL) | 1.9 | $5.2M | 56k | 92.92 | |
| Intel Corporation (INTC) | 1.8 | $5.0M | 152k | 32.67 | |
| Costco Wholesale Corporation (COST) | 1.8 | $4.9M | 9.9k | 496.87 | |
| Newmont Mining Corporation (NEM) | 1.5 | $4.1M | 84k | 49.02 | |
| Dow (DOW) | 1.4 | $3.7M | 68k | 54.82 | |
| At&t (T) | 1.3 | $3.6M | 188k | 19.25 | |
| Home Depot (HD) | 1.3 | $3.6M | 12k | 295.12 | |
| Dupont De Nemours (DD) | 1.2 | $3.2M | 44k | 71.77 | |
| Abbvie (ABBV) | 1.1 | $3.1M | 20k | 159.37 | |
| UnitedHealth (UNH) | 1.0 | $2.7M | 5.7k | 472.62 | |
| Marathon Petroleum Corp (MPC) | 0.9 | $2.4M | 18k | 134.83 | |
| Campbell Soup Company (CPB) | 0.8 | $2.2M | 40k | 54.98 | |
| Caterpillar (CAT) | 0.8 | $2.2M | 9.5k | 228.84 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $2.1M | 11k | 186.00 | |
| Linde SHS (LIN) | 0.7 | $2.0M | 5.6k | 355.47 | |
| Lowe's Companies (LOW) | 0.7 | $2.0M | 10k | 199.98 | |
| 3M Company (MMM) | 0.7 | $1.9M | 18k | 105.11 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $1.9M | 3.9k | 472.73 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.7M | 6.1k | 277.77 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.7M | 25k | 69.31 | |
| TJX Companies (TJX) | 0.6 | $1.5M | 19k | 78.36 | |
| McDonald's Corporation (MCD) | 0.4 | $1.2M | 4.2k | 279.62 | |
| Pepsi (PEP) | 0.4 | $1.1M | 6.2k | 182.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 11k | 104.00 | |
| Ida (IDA) | 0.4 | $1.1M | 10k | 108.33 | |
| Broadcom (AVGO) | 0.4 | $1.1M | 1.7k | 641.72 | |
| Bank of America Corporation (BAC) | 0.4 | $1.1M | 38k | 28.60 | |
| FedEx Corporation (FDX) | 0.4 | $1.1M | 4.7k | 228.49 | |
| Nextera Energy (NEE) | 0.4 | $1.0M | 13k | 77.08 | |
| Msci (MSCI) | 0.4 | $1.0M | 1.8k | 559.69 | |
| Valero Energy Corporation (VLO) | 0.4 | $991k | 7.1k | 139.60 | |
| Anthem (ELV) | 0.4 | $984k | 2.1k | 459.81 | |
| Visa Com Cl A (V) | 0.4 | $983k | 4.4k | 225.46 | |
| Paramount Global Class B Com (PARA) | 0.4 | $958k | 43k | 22.31 | |
| Target Corporation (TGT) | 0.4 | $952k | 5.8k | 165.63 | |
| Ryder System (R) | 0.3 | $948k | 11k | 89.24 | |
| Morgan Stanley Com New (MS) | 0.3 | $948k | 11k | 87.80 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $941k | 3.3k | 285.83 | |
| Humana (HUM) | 0.3 | $934k | 1.9k | 485.46 | |
| AmerisourceBergen (COR) | 0.3 | $927k | 5.8k | 160.11 | |
| Juniper Networks (JNPR) | 0.3 | $914k | 27k | 34.42 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $909k | 2.5k | 363.42 | |
| Qualcomm (QCOM) | 0.3 | $906k | 7.1k | 127.58 | |
| Cardinal Health (CAH) | 0.3 | $887k | 12k | 75.50 | |
| SYSCO Corporation (SYY) | 0.3 | $869k | 11k | 77.23 | |
| Oneok (OKE) | 0.3 | $862k | 14k | 63.54 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $845k | 12k | 69.72 | |
| Williams Companies (WMB) | 0.3 | $834k | 28k | 29.86 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $831k | 24k | 34.58 | |
| Discover Financial Services (DFS) | 0.3 | $769k | 7.8k | 98.84 | |
| Trane Technologies SHS (TT) | 0.3 | $755k | 4.1k | 184.00 | |
| Lam Research Corporation (LRCX) | 0.3 | $727k | 1.4k | 530.12 | |
| Tesla Motors (TSLA) | 0.3 | $718k | 3.5k | 207.46 | |
| Union Pacific Corporation (UNP) | 0.3 | $713k | 3.5k | 201.28 | |
| Cdw (CDW) | 0.3 | $701k | 3.6k | 194.89 | |
| Ferguson SHS | 0.3 | $684k | 5.1k | 133.75 | |
| Medtronic SHS (MDT) | 0.2 | $666k | 8.3k | 80.62 | |
| Cme (CME) | 0.2 | $650k | 3.4k | 191.53 | |
| American Tower Reit (AMT) | 0.2 | $641k | 3.1k | 204.34 | |
| Realty Income (O) | 0.2 | $639k | 10k | 63.32 | |
| CVS Caremark Corporation (CVS) | 0.2 | $587k | 7.9k | 74.31 | |
| Philip Morris International (PM) | 0.2 | $549k | 5.6k | 97.24 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $538k | 3.2k | 166.56 | |
| Nexstar Media Group Common Stock (NXST) | 0.2 | $526k | 3.0k | 172.66 | |
| BlackRock (BLK) | 0.2 | $509k | 760.00 | 669.12 | |
| Paypal Holdings (PYPL) | 0.2 | $507k | 6.7k | 75.94 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $496k | 5.1k | 97.93 | |
| PNC Financial Services (PNC) | 0.2 | $494k | 3.9k | 127.10 | |
| Boyd Gaming Corporation (BYD) | 0.2 | $464k | 7.2k | 64.12 | |
| Wec Energy Group (WEC) | 0.2 | $459k | 4.8k | 94.78 | |
| Goldman Sachs (GS) | 0.2 | $458k | 1.4k | 327.11 | |
| Honeywell International (HON) | 0.2 | $441k | 2.3k | 191.14 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $397k | 11k | 34.93 | |
| Southwest Gas Corporation (SWX) | 0.1 | $375k | 6.0k | 62.45 | |
| United Parcel Service CL B (UPS) | 0.1 | $369k | 1.9k | 193.99 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $367k | 9.7k | 37.91 | |
| Boston Scientific Corporation (BSX) | 0.1 | $326k | 6.5k | 50.03 | |
| L3harris Technologies (LHX) | 0.1 | $310k | 1.6k | 196.24 | |
| Coca-Cola Company (KO) | 0.1 | $275k | 4.4k | 62.03 | |
| Constellation Brands Cl A (STZ) | 0.1 | $274k | 1.2k | 225.89 | |
| Stewart Information Services Corporation (STC) | 0.1 | $261k | 6.5k | 40.35 | |
| Walt Disney Company (DIS) | 0.1 | $247k | 2.5k | 100.13 | |
| BorgWarner (BWA) | 0.1 | $232k | 4.7k | 49.11 | |
| American Intl Group Com New (AIG) | 0.1 | $227k | 4.5k | 50.36 | |
| Wal-Mart Stores (WMT) | 0.1 | $211k | 1.4k | 147.45 | |
| Colgate-Palmolive Company (CL) | 0.1 | $204k | 2.7k | 75.15 |
