$211 Million is the total value of Buckley Wealth Management, LLC's 146 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | New | SALESFORCE COM INC | $722,000 | – | 4,556 | +100.0% | 0.34% | – |
| KR | New | KROGER CO | $564,000 | – | 22,925 | +100.0% | 0.27% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $453,000 | – | 3,696 | +100.0% | 0.22% | – |
| LIN | New | LINDE PLC | $291,000 | – | 1,656 | +100.0% | 0.14% | – |
| EXPE | New | EXPEDIA GROUP INC | $261,000 | – | 2,197 | +100.0% | 0.12% | – |
| C | New | CITIGROUP INC | $247,000 | – | 3,968 | +100.0% | 0.12% | – |
| VLO | New | VALERO ENERGY CORP NEW | $225,000 | – | 2,650 | +100.0% | 0.11% | – |
| FDX | New | FEDEX CORP | $222,000 | – | 1,225 | +100.0% | 0.10% | – |
| AABA | New | ALTABA INC | $222,000 | – | 3,000 | +100.0% | 0.10% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $218,000 | – | 1,986 | +100.0% | 0.10% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $216,000 | – | 1,185 | +100.0% | 0.10% | – |
| TTE | New | TOTAL S Asponsored ads | $206,000 | – | 3,710 | +100.0% | 0.10% | – |
| ECA | New | ENCANA CORP | $79,000 | – | 10,969 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-11
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.