$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TRintrm tr crp etf | $3,668,000 | +9.9% | 60,754 | 0.0% | 1.66% | -8.1% | |
| PG | PROCTER AND GAMBLE CO | $3,537,000 | +8.7% | 29,581 | 0.0% | 1.60% | -9.2% | |
| MMM | 3M CO | $1,034,000 | +14.3% | 6,631 | 0.0% | 0.47% | -4.5% | |
| DUK | DUKE ENERGY CORP NEW | $680,000 | -1.2% | 8,510 | 0.0% | 0.31% | -17.4% | |
| LLY | LILLY ELI & CO | $545,000 | +18.5% | 3,317 | 0.0% | 0.25% | -1.2% | |
| MPC | MARATHON PETE CORP | $488,000 | +58.4% | 13,057 | 0.0% | 0.22% | +32.3% | |
| SWX | SOUTHWEST GAS HOLDINGS INC | $473,000 | -0.6% | 6,846 | 0.0% | 0.22% | -16.7% | |
| SHOP | SHOPIFY INCcl a | $475,000 | +128.4% | 500 | 0.0% | 0.22% | +90.3% | |
| MMC | MARSH & MCLENNAN COS INC | $420,000 | +24.3% | 3,908 | 0.0% | 0.19% | +3.8% | |
| BIIB | BIOGEN INC | $411,000 | -15.6% | 1,538 | 0.0% | 0.19% | -29.5% | |
| LVS | LAS VEGAS SANDS CORP | $399,000 | +7.3% | 8,769 | 0.0% | 0.18% | -10.4% | |
| MCK | MCKESSON CORP | $398,000 | +13.4% | 2,597 | 0.0% | 0.18% | -4.7% | |
| SWK | STANLEY BLACK & DECKER INC | $370,000 | +39.1% | 2,656 | 0.0% | 0.17% | +16.7% | |
| KO | COCA COLA CO | $341,000 | +0.9% | 7,638 | 0.0% | 0.16% | -15.3% | |
| BYD | BOYD GAMING CORP | $306,000 | +45.0% | 14,658 | 0.0% | 0.14% | +21.9% | |
| GS | GOLDMAN SACHS GROUP INC | $277,000 | +28.2% | 1,400 | 0.0% | 0.13% | +7.7% | |
| PCAR | PACCAR INC | $270,000 | +22.7% | 3,606 | 0.0% | 0.12% | +2.5% | |
| CMI | CUMMINS INC | $264,000 | +28.2% | 1,524 | 0.0% | 0.12% | +7.1% | |
| HCA | HCA HEALTHCARE INC | $254,000 | +8.1% | 2,618 | 0.0% | 0.12% | -10.2% | |
| CLF | CLEVELAND CLIFFS INC | $138,000 | +39.4% | 25,000 | 0.0% | 0.06% | +16.7% | |
| NMRK | NEWMARK GROUP INCcl a | $73,000 | +14.1% | 15,000 | 0.0% | 0.03% | -5.7% |
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.