$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STC | STEWART INFORMATION SVCS COR | $1,539,000 | -5.1% | 38,000 | 0.0% | 0.72% | -6.2% | |
| DUK | DUKE ENERGY CORP NEW | $796,000 | -2.0% | 9,021 | 0.0% | 0.37% | -3.1% | |
| LVS | LAS VEGAS SANDS CORP | $672,000 | -3.0% | 11,369 | 0.0% | 0.32% | -4.0% | |
| WYNN | WYNN RESORTS LTD | $663,000 | +3.9% | 5,350 | 0.0% | 0.31% | +2.6% | |
| KO | COCA COLA CO | $549,000 | +8.5% | 10,788 | 0.0% | 0.26% | +7.1% | |
| TDOC | TELADOC HEALTH INC | $421,000 | +19.3% | 6,345 | 0.0% | 0.20% | +18.0% | |
| LLY | LILLY ELI & CO | $406,000 | -14.5% | 3,662 | 0.0% | 0.19% | -15.6% | |
| SWK | STANLEY BLACK & DECKER INC | $384,000 | +6.1% | 2,656 | 0.0% | 0.18% | +5.3% | |
| DE | DEERE & CO | $366,000 | +3.7% | 2,210 | 0.0% | 0.17% | +2.4% | |
| HCA | HCA HEALTHCARE INC | $354,000 | +3.8% | 2,618 | 0.0% | 0.17% | +2.5% | |
| APH | AMPHENOL CORP NEWcl a | $345,000 | +1.5% | 3,600 | 0.0% | 0.16% | 0.0% | |
| WAL | WESTERN ALLIANCE BANCORP | $323,000 | +9.1% | 7,212 | 0.0% | 0.15% | +7.9% | |
| IAC | IAC INTERACTIVECORP | $316,000 | +3.6% | 1,454 | 0.0% | 0.15% | +2.8% | |
| SWX | SOUTHWEST GAS HOLDINGS INC | $314,000 | +9.0% | 3,500 | 0.0% | 0.15% | +8.1% | |
| MGM | MGM RESORTS INTERNATIONAL | $300,000 | +11.5% | 10,500 | 0.0% | 0.14% | +10.2% | |
| ABT | ABBOTT LABS | $294,000 | +5.0% | 3,500 | 0.0% | 0.14% | +3.8% | |
| IBB | ISHARES TRnasdaq biotech | $295,000 | -2.3% | 2,700 | 0.0% | 0.14% | -3.5% | |
| AMLP | ALPS ETF TRalerian mlp | $292,000 | -1.7% | 29,600 | 0.0% | 0.14% | -2.8% | |
| VLO | VALERO ENERGY CORP NEW | $227,000 | +0.9% | 2,650 | 0.0% | 0.11% | -0.9% | |
| GDEN | GOLDEN ENTMT INC | $212,000 | -1.4% | 15,175 | 0.0% | 0.10% | -2.9% | |
| ABMD | ABIOMED INC | $208,000 | -8.8% | 800 | 0.0% | 0.10% | -10.2% | |
| AABA | ALTABA INC | $208,000 | -6.3% | 3,000 | 0.0% | 0.10% | -7.6% | |
| TTE | TOTAL S Asponsored ads | $207,000 | +0.5% | 3,710 | 0.0% | 0.10% | -1.0% | |
| NOK | NOKIA CORPsponsored adr | $90,000 | -11.8% | 17,879 | 0.0% | 0.04% | -12.5% |
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.