Buckley Wealth Management as of March 31, 2024
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 | 72k | 420.72 | |
Apple (AAPL) | 9.2 | $29M | 168k | 171.48 | |
Chevron Corporation (CVX) | 5.8 | $18M | 114k | 157.74 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $17M | 41k | 420.52 | |
Amazon (AMZN) | 4.5 | $14M | 77k | 180.38 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $13M | 89k | 150.93 | |
JPMorgan Chase & Co. (JPM) | 4.2 | $13M | 65k | 200.30 | |
Exxon Mobil Corporation (XOM) | 3.9 | $12M | 104k | 116.24 | |
Procter & Gamble Company (PG) | 3.0 | $9.3M | 57k | 162.25 | |
Johnson & Johnson (JNJ) | 2.8 | $8.7M | 55k | 158.19 | |
Merck & Co (MRK) | 2.7 | $8.4M | 64k | 131.95 | |
Cisco Systems (CSCO) | 2.6 | $8.1M | 162k | 49.91 | |
Costco Wholesale Corporation (COST) | 2.5 | $7.8M | 11k | 732.63 | |
Amgen (AMGN) | 2.4 | $7.5M | 26k | 284.32 | |
Intel Corporation (INTC) | 2.2 | $6.8M | 154k | 44.17 | |
Home Depot (HD) | 1.4 | $4.4M | 11k | 383.60 | |
Dow (DOW) | 1.4 | $4.3M | 74k | 57.93 | |
Pfizer (PFE) | 1.4 | $4.3M | 154k | 27.75 | |
Ida (IDA) | 1.1 | $3.6M | 38k | 92.89 | |
Dupont De Nemours (DD) | 1.1 | $3.5M | 46k | 76.67 | |
Caterpillar (CAT) | 1.1 | $3.4M | 9.3k | 366.43 | |
3M Company (MMM) | 1.0 | $3.2M | 30k | 106.07 | |
Marathon Petroleum Corp (MPC) | 1.0 | $3.0M | 15k | 201.50 | |
Abbvie (ABBV) | 0.9 | $2.9M | 16k | 182.10 | |
NVIDIA Corporation (NVDA) | 0.9 | $2.7M | 2.9k | 903.56 | |
Nextera Energy (NEE) | 0.8 | $2.5M | 39k | 63.91 | |
Linde SHS (LIN) | 0.8 | $2.4M | 5.2k | 464.33 | |
Lowe's Companies (LOW) | 0.8 | $2.4M | 9.5k | 254.73 | |
At&t (T) | 0.8 | $2.4M | 134k | 17.60 | |
Newmont Mining Corporation (NEM) | 0.7 | $2.3M | 64k | 35.84 | |
TJX Companies (TJX) | 0.6 | $1.9M | 18k | 101.42 | |
Bank of America Corporation (BAC) | 0.6 | $1.8M | 47k | 37.92 | |
Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | 3.8k | 454.87 | |
UnitedHealth (UNH) | 0.5 | $1.6M | 3.3k | 494.70 | |
Broadcom (AVGO) | 0.5 | $1.5M | 1.2k | 1325.96 | |
General Electric Com New (GE) | 0.5 | $1.5M | 8.5k | 175.53 | |
Target Corporation (TGT) | 0.4 | $1.4M | 7.9k | 177.21 | |
Eaton Corp SHS (ETN) | 0.4 | $1.4M | 4.4k | 312.68 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 8.6k | 152.26 | |
AmerisourceBergen (COR) | 0.4 | $1.3M | 5.3k | 242.99 | |
Qualcomm (QCOM) | 0.4 | $1.3M | 7.5k | 169.30 | |
Kroger (KR) | 0.4 | $1.3M | 22k | 57.13 | |
Visa Com Cl A (V) | 0.4 | $1.3M | 4.6k | 279.08 | |
Valero Energy Corporation (VLO) | 0.4 | $1.3M | 7.4k | 170.69 | |
SYSCO Corporation (SYY) | 0.4 | $1.3M | 15k | 81.18 | |
Cardinal Health (CAH) | 0.4 | $1.2M | 11k | 111.90 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.5k | 481.58 | |
Williams Companies (WMB) | 0.4 | $1.2M | 30k | 38.97 | |
Ryder System (R) | 0.4 | $1.1M | 9.5k | 120.19 | |
Trane Technologies SHS (TT) | 0.4 | $1.1M | 3.8k | 300.20 | |
Juniper Networks (JNPR) | 0.4 | $1.1M | 31k | 37.06 | |
Oneok (OKE) | 0.4 | $1.1M | 14k | 80.17 | |
Anthem (ELV) | 0.4 | $1.1M | 2.2k | 518.54 | |
FedEx Corporation (FDX) | 0.4 | $1.1M | 3.8k | 289.74 | |
Pepsi (PEP) | 0.3 | $1.0M | 6.0k | 175.01 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | 3.0k | 346.61 | |
Ferguson SHS | 0.3 | $1.0M | 4.7k | 218.43 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | 5.9k | 174.21 | |
Msci (MSCI) | 0.3 | $1.0M | 1.8k | 560.45 | |
McDonald's Corporation (MCD) | 0.3 | $997k | 3.5k | 281.96 | |
Morgan Stanley Com New (MS) | 0.3 | $884k | 9.4k | 94.16 | |
McKesson Corporation (MCK) | 0.3 | $863k | 1.6k | 536.85 | |
Bristol Myers Squibb (BMY) | 0.3 | $853k | 16k | 54.23 | |
Medtronic SHS (MDT) | 0.3 | $835k | 9.6k | 87.15 | |
Metropcs Communications (TMUS) | 0.3 | $828k | 5.1k | 163.22 | |
Nxp Semiconductors N V (NXPI) | 0.3 | $816k | 3.3k | 247.77 | |
Walgreen Boots Alliance (WBA) | 0.3 | $810k | 37k | 21.69 | |
Union Pacific Corporation (UNP) | 0.2 | $769k | 3.1k | 245.93 | |
Cdw (CDW) | 0.2 | $745k | 2.9k | 255.78 | |
Lam Research Corporation | 0.2 | $742k | 764.00 | 971.57 | |
CRH Ord (CRH) | 0.2 | $733k | 8.5k | 86.26 | |
Humana (HUM) | 0.2 | $711k | 2.1k | 346.72 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $706k | 10k | 70.00 | |
Cme (CME) | 0.2 | $677k | 3.1k | 215.29 | |
Marsh & McLennan Companies (MMC) | 0.2 | $674k | 3.3k | 205.98 | |
Tesla Motors (TSLA) | 0.2 | $626k | 3.6k | 175.79 | |
CVS Caremark Corporation (CVS) | 0.2 | $616k | 7.7k | 79.76 | |
BlackRock | 0.2 | $586k | 703.00 | 833.70 | |
Oracle Corporation (ORCL) | 0.2 | $564k | 4.5k | 125.61 | |
Extra Space Storage (EXR) | 0.2 | $551k | 3.8k | 147.00 | |
Goldman Sachs (GS) | 0.2 | $543k | 1.3k | 417.69 | |
Wec Energy Group (WEC) | 0.2 | $520k | 6.3k | 82.12 | |
Realty Income (O) | 0.2 | $502k | 9.3k | 54.10 | |
Nexstar Media Group Common Stock (NXST) | 0.2 | $483k | 2.8k | 172.29 | |
Southwest Gas Corporation (SWX) | 0.1 | $457k | 6.0k | 76.13 | |
Philip Morris International (PM) | 0.1 | $429k | 4.7k | 91.62 | |
Stewart Information Services Corporation (STC) | 0.1 | $421k | 6.5k | 65.06 | |
Boyd Gaming Corporation (BYD) | 0.1 | $414k | 6.2k | 67.32 | |
Eli Lilly & Co. (LLY) | 0.1 | $384k | 493.00 | 777.96 | |
American Intl Group Com New (AIG) | 0.1 | $352k | 4.5k | 78.17 | |
Constellation Energy (CEG) | 0.1 | $342k | 1.9k | 184.85 | |
Boston Scientific Corporation (BSX) | 0.1 | $329k | 4.8k | 68.49 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $314k | 7.3k | 43.35 | |
Advanced Micro Devices (AMD) | 0.1 | $289k | 1.6k | 180.49 | |
General Dynamics Corporation (GD) | 0.1 | $283k | 1.0k | 282.49 | |
Constellation Brands Cl A (STZ) | 0.1 | $272k | 1.0k | 271.76 | |
Coca-Cola Company (KO) | 0.1 | $272k | 4.4k | 61.18 | |
American Express Company (AXP) | 0.1 | $262k | 1.2k | 227.69 | |
Emerson Electric (EMR) | 0.1 | $236k | 2.1k | 113.42 | |
Walt Disney Company (DIS) | 0.1 | $219k | 1.8k | 122.36 | |
Citigroup Com New (C) | 0.1 | $218k | 3.5k | 63.24 | |
Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $217k | 924.00 | 235.03 | |
Paypal Holdings (PYPL) | 0.1 | $212k | 3.2k | 66.99 | |
Western Alliance Bancorporation (WAL) | 0.1 | $202k | 3.1k | 64.19 | |
Meta Platforms Cl A (META) | 0.1 | $201k | 414.00 | 485.58 |