$194 Million is the total value of Buckley Wealth Management, LLC's 137 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -1,557 | -100.0% | -0.09% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -3,006 | -100.0% | -0.09% | – |
| ALKS | Exit | ALKERMES PLC | $0 | – | -4,948 | -100.0% | -0.09% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,000 | -100.0% | -0.09% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -1,986 | -100.0% | -0.10% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -5,000 | -100.0% | -0.10% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,505 | -100.0% | -0.10% | – |
| SWCH | Exit | SWITCH INCcl a | $0 | – | -21,300 | -100.0% | -0.10% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -950 | -100.0% | -0.10% | – |
| TTE | Exit | TOTAL S Asponsored adr | $0 | – | -3,710 | -100.0% | -0.10% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,368 | -100.0% | -0.11% | – |
| ORBK | Exit | ORBOTECH LTDord | $0 | – | -4,100 | -100.0% | -0.11% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -4,842 | -100.0% | -0.11% | – |
| TAP | Exit | MOLSON COORS BREWING COcl b | $0 | – | -5,340 | -100.0% | -0.14% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -2,035 | -100.0% | -0.14% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -2,343 | -100.0% | -0.17% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -3,612 | -100.0% | -0.18% | – |
| EBAY | Exit | EBAY INC | $0 | – | -13,395 | -100.0% | -0.19% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -8,757 | -100.0% | -0.27% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -8,034 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 13.9% |
| MICROSOFT CORP | 24 | Q3 2023 | 9.0% |
| CHEVRON CORP NEW | 24 | Q3 2023 | 7.5% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 5.5% |
| AMAZON COM INC | 24 | Q3 2023 | 6.1% |
| ALPHABET INC | 24 | Q3 2023 | 4.4% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 3.8% |
| CISCO SYS INC | 24 | Q3 2023 | 3.4% |
| PFIZER INC | 24 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 3.1% |
View Buckley Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
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.