$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $10,124,000 | +8.9% | 44,696 | 0.0% | 4.59% | +0.9% | |
| PG | PROCTER & GAMBLE CO | $3,748,000 | +0.4% | 30,011 | 0.0% | 1.70% | -6.9% | |
| COST | COSTCO WHSL CORP NEW | $2,921,000 | +2.0% | 9,937 | 0.0% | 1.33% | -5.4% | |
| QCOM | QUALCOMM INC | $1,701,000 | +15.7% | 19,277 | 0.0% | 0.77% | +7.2% | |
| ABBV | ABBVIE INC | $714,000 | +17.0% | 8,060 | 0.0% | 0.32% | +8.4% | |
| MS | MORGAN STANLEY | $687,000 | +19.9% | 13,437 | 0.0% | 0.31% | +11.4% | |
| LVS | LAS VEGAS SANDS CORP | $605,000 | +19.6% | 8,769 | 0.0% | 0.28% | +10.9% | |
| TDOC | TELADOC HEALTH INC | $531,000 | +23.5% | 6,345 | 0.0% | 0.24% | +14.8% | |
| KO | COCA COLA CO | $486,000 | +1.7% | 8,788 | 0.0% | 0.22% | -5.6% | |
| LLY | LILLY ELI & CO | $467,000 | +17.3% | 3,557 | 0.0% | 0.21% | +8.7% | |
| BIIB | BIOGEN INC | $456,000 | +27.4% | 1,538 | 0.0% | 0.21% | +18.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $455,000 | +9.4% | 2,500 | 0.0% | 0.21% | +1.0% | |
| SWK | STANLEY BLACK & DECKER INC | $440,000 | +14.6% | 2,656 | 0.0% | 0.20% | +6.4% | |
| BYD | BOYD GAMING CORP | $439,000 | +25.1% | 14,658 | 0.0% | 0.20% | +15.7% | |
| HCA | HCA HEALTHCARE INC | $387,000 | +22.9% | 2,618 | 0.0% | 0.18% | +14.3% | |
| WFC | WELLS FARGO CO NEW | $384,000 | +6.7% | 7,132 | 0.0% | 0.17% | -1.1% | |
| IDA | IDACORP INC | $374,000 | -5.3% | 3,502 | 0.0% | 0.17% | -11.9% | |
| VTV | VANGUARD INDEX FDSvalue etf | $360,000 | +7.5% | 3,000 | 0.0% | 0.16% | -0.6% | |
| WAL | WESTERN ALLIANCE BANCORP | $354,000 | +23.8% | 6,212 | 0.0% | 0.16% | +15.0% | |
| MET | METLIFE INC | $353,000 | +8.0% | 6,935 | 0.0% | 0.16% | 0.0% | |
| TRV | TRAVELERS COMPANIES INC | $332,000 | -7.8% | 2,422 | 0.0% | 0.15% | -14.2% | |
| GS | GOLDMAN SACHS GROUP INC | $322,000 | +11.0% | 1,400 | 0.0% | 0.15% | +2.8% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $305,000 | +48.8% | 5,000 | 0.0% | 0.14% | +38.0% | |
| UTX | UNITED TECHNOLOGIES CORP | $277,000 | +9.5% | 1,852 | 0.0% | 0.13% | +1.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $271,000 | +7.1% | 1,705 | 0.0% | 0.12% | -0.8% | |
| SWX | SOUTHWEST GAS HOLDINGS INC | $266,000 | -16.6% | 3,500 | 0.0% | 0.12% | -22.4% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $260,000 | -7.8% | 1,940 | 0.0% | 0.12% | -14.5% | |
| AMLP | ALPS ETF TRalerian mlp | $252,000 | -7.0% | 29,600 | 0.0% | 0.11% | -14.3% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $247,000 | +5.6% | 2,071 | 0.0% | 0.11% | -2.6% | |
| ABT | ABBOTT LABS | $208,000 | +3.5% | 2,400 | 0.0% | 0.09% | -4.1% |
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.