$270 Million is the total value of Buckley Wealth Management, LLC's 125 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $1,505,000 | +1.8% | 23,843 | 0.0% | 0.56% | -7.9% | |
| TDOC | TELADOC HEALTH INC | $1,025,000 | -9.1% | 5,640 | 0.0% | 0.38% | -17.9% | |
| MPC | MARATHON PETE CORP | $698,000 | +29.3% | 13,057 | 0.0% | 0.26% | +17.2% | |
| BA | BOEING CO | $674,000 | +19.1% | 2,646 | 0.0% | 0.25% | +7.8% | |
| SHOP | SHOPIFY INCcl a | $553,000 | -2.3% | 500 | 0.0% | 0.20% | -11.6% | |
| GS | GOLDMAN SACHS GROUP INC | $458,000 | +24.1% | 1,400 | 0.0% | 0.17% | +12.6% | |
| STC | STEWART INFORMATION SVCS COR | $438,000 | +7.6% | 8,425 | 0.0% | 0.16% | -3.0% | |
| C | CITIGROUP INC | $343,000 | +18.3% | 4,708 | 0.0% | 0.13% | +6.7% | |
| NTLA | INTELLIA THERAPEUTICS INC | $321,000 | +47.2% | 4,000 | 0.0% | 0.12% | +33.7% | |
| GDEN | GOLDEN ENTMT INC | $297,000 | +26.9% | 11,750 | 0.0% | 0.11% | +14.6% | |
| AXON | AXON ENTERPRISE INC | $285,000 | +16.3% | 2,000 | 0.0% | 0.11% | +6.0% | |
| LVS | LAS VEGAS SANDS CORP | $271,000 | +1.9% | 4,465 | 0.0% | 0.10% | -8.3% | |
| ABT | ABBOTT LABS | $252,000 | +9.6% | 2,100 | 0.0% | 0.09% | -1.1% | |
| STZ | CONSTELLATION BRANDS INCcl a | $228,000 | +4.1% | 1,000 | 0.0% | 0.08% | -5.6% | |
| ACI | ALBERTSONS COS INC | $191,000 | +8.5% | 10,000 | 0.0% | 0.07% | -1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-30
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.