$202 Million is the total value of Buckley Wealth Management, LLC's 158 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STC | STEWART INFORMATION SVCS COR | $1,670,000 | +3.9% | 38,000 | 0.0% | 0.83% | +2.5% | |
| GOOG | ALPHABET INCcap stk cl c | $869,000 | -1.4% | 842 | 0.0% | 0.43% | -2.7% | |
| RRR | RED ROCK RESORTS INCcl a | $613,000 | -13.2% | 20,935 | 0.0% | 0.30% | -14.4% | |
| EBAY | EBAY INC | $539,000 | +6.5% | 13,395 | 0.0% | 0.27% | +4.7% | |
| SWK | STANLEY BLACK & DECKER INC | $471,000 | -9.6% | 3,072 | 0.0% | 0.23% | -10.7% | |
| CSX | CSX CORP | $447,000 | +1.4% | 8,024 | 0.0% | 0.22% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $448,000 | -1.5% | 5,500 | 0.0% | 0.22% | -3.1% | |
| TAP | MOLSON COORS BREWING COcl b | $402,000 | -8.2% | 5,340 | 0.0% | 0.20% | -9.5% | |
| DFS | DISCOVER FINL SVCS | $336,000 | -6.7% | 4,678 | 0.0% | 0.17% | -8.3% | |
| GDEN | GOLDEN ENTMT INC | $330,000 | -28.9% | 14,200 | 0.0% | 0.16% | -30.0% | |
| V | VISA INC | $316,000 | +5.0% | 2,644 | 0.0% | 0.16% | +3.3% | |
| APH | AMPHENOL CORP NEWcl a | $310,000 | -1.9% | 3,600 | 0.0% | 0.15% | -3.8% | |
| HCA | HCA HEALTHCARE INC | $291,000 | +10.2% | 3,000 | 0.0% | 0.14% | +9.1% | |
| IBB | ISHARES TRnasdaq biotech | $288,000 | 0.0% | 2,700 | 0.0% | 0.14% | -1.4% | |
| ALKS | ALKERMES PLC | $287,000 | +5.9% | 4,948 | 0.0% | 0.14% | +4.4% | |
| TDOC | TELADOC INC | $256,000 | +15.8% | 6,345 | 0.0% | 0.13% | +14.4% | |
| ORBK | ORBOTECH LTDord | $255,000 | +23.8% | 4,100 | 0.0% | 0.13% | +22.3% | |
| SWX | SOUTHWEST GAS HOLDINGS INC | $237,000 | -16.0% | 3,500 | 0.0% | 0.12% | -17.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $228,000 | -0.4% | 1,000 | 0.0% | 0.11% | -1.7% | |
| NOK | NOKIA CORPsponsored adr | $98,000 | +18.1% | 17,879 | 0.0% | 0.05% | +14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 13.9% |
| MICROSOFT CORP | 27 | Q2 2024 | 10.2% |
| CHEVRON CORP NEW | 27 | Q2 2024 | 7.5% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 5.6% |
| AMAZON COM INC | 27 | Q2 2024 | 6.1% |
| ALPHABET INC | 27 | Q2 2024 | 5.0% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 4.2% |
| CISCO SYS INC | 27 | Q2 2024 | 3.4% |
| JOHNSON & JOHNSON | 27 | Q2 2024 | 3.1% |
| EXXON MOBIL CORP | 27 | Q2 2024 | 3.9% |
View Buckley Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
View Buckley Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.