$244 Million is the total value of Buckley Wealth Management, LLC's 120 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | New | TESLA INC | $677,000 | – | 960 | +100.0% | 0.28% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $384,000 | – | 21,200 | +100.0% | 0.16% | – |
| GLD | New | SPDR GOLD TR | $303,000 | – | 1,700 | +100.0% | 0.12% | – |
| AIG | New | AMERICAN INTL GROUP INC | $246,000 | – | 6,500 | +100.0% | 0.10% | – |
| AXON | New | AXON ENTERPRISE INC | $245,000 | – | 2,000 | +100.0% | 0.10% | – |
| EDIT | New | EDITAS MEDICINE INC | $245,000 | – | 3,500 | +100.0% | 0.10% | – |
| PKG | New | PACKAGING CORP AMER | $240,000 | – | 1,742 | +100.0% | 0.10% | – |
| TWLO | New | TWILIO INCcl a | $237,000 | – | 700 | +100.0% | 0.10% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $219,000 | – | 1,000 | +100.0% | 0.09% | – |
| WAL | New | WESTERN ALLIANCE BANCORP | $218,000 | – | 3,642 | +100.0% | 0.09% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $218,000 | – | 4,000 | +100.0% | 0.09% | – |
| FB | New | FACEBOOK INCcl a | $209,000 | – | 765 | +100.0% | 0.09% | – |
| ORCL | New | ORACLE CORP | $205,000 | – | 3,173 | +100.0% | 0.08% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $200,000 | – | 1,342 | +100.0% | 0.08% | – |
| ACI | New | ALBERTSONS COS INC | $176,000 | – | 10,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.