$220 Million is the total value of Buckley Wealth Management, LLC's 122 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $989,000 | – | 16,058 | +100.0% | 0.45% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $309,000 | – | 2,205 | +100.0% | 0.14% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $292,000 | – | 980 | +100.0% | 0.13% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $221,000 | – | 4,020 | +100.0% | 0.10% | – |
| WAL | New | WESTERN ALLIANCE BANCORP | $219,000 | – | 5,770 | +100.0% | 0.10% | – |
| C | New | CITIGROUP INC | $217,000 | – | 4,255 | +100.0% | 0.10% | – |
| RNR | New | RENAISSANCERE HOLDINGS LTD | $214,000 | – | 1,254 | +100.0% | 0.10% | – |
| ABT | New | ABBOTT LABS | $210,000 | – | 2,300 | +100.0% | 0.10% | – |
| GD | New | GENERAL DYNAMICS CORP | $203,000 | – | 1,358 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
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.