$214 Million is the total value of Buckley Wealth Management, LLC's 150 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DD | New | DUPONT DE NEMOURS INC | $889,000 | – | 11,839 | +100.0% | 0.42% | – |
| DOW | New | DOW INC | $684,000 | – | 13,874 | +100.0% | 0.32% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $471,000 | – | 2,884 | +100.0% | 0.22% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $424,000 | – | 3,826 | +100.0% | 0.20% | – |
| ANTM | New | ANTHEM INC | $423,000 | – | 1,500 | +100.0% | 0.20% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $352,000 | – | 8,451 | +100.0% | 0.16% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $255,000 | – | 1,705 | +100.0% | 0.12% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $236,000 | – | 5,000 | +100.0% | 0.11% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $231,000 | – | 2,071 | +100.0% | 0.11% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $207,000 | – | 4,864 | +100.0% | 0.10% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $205,000 | – | 1,000 | +100.0% | 0.10% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $202,000 | – | 2,345 | +100.0% | 0.10% | – |
| CLF | New | CLEVELAND CLIFFS INC | $160,000 | – | 15,000 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-19
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.