$220 Million is the total value of Buckley Wealth Management, LLC's 133 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GDEN | Exit | GOLDEN ENTMT INC | $0 | – | -15,175 | -100.0% | -0.10% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,000 | -100.0% | -0.10% | – |
CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -6,616 | -100.0% | -0.14% | – |
VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -8,451 | -100.0% | -0.17% | – |
CAT | Exit | CATERPILLAR INC DEL | $0 | – | -2,794 | -100.0% | -0.17% | – |
CELG | Exit | CELGENE CORP | $0 | – | -4,992 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-16
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.