$343 Million is the total value of Buckley Wealth Management, LLC's 125 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPB | New | CAMPBELL SOUP CO | $2,138,000 | – | 49,200 | +100.0% | 0.62% | – |
| NVDA | New | NVIDIA CORPORATION | $1,686,000 | – | 5,731 | +100.0% | 0.49% | – |
| O | New | REALTY INCOME CORP | $582,000 | – | 8,127 | +100.0% | 0.17% | – |
| HRL | New | HORMEL FOODS CORP | $476,000 | – | 9,758 | +100.0% | 0.14% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $438,000 | – | 8,388 | +100.0% | 0.13% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $394,000 | – | 1,847 | +100.0% | 0.12% | – |
| ORCL | New | ORACLE CORP | $350,000 | – | 4,018 | +100.0% | 0.10% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $242,000 | – | 1,301 | +100.0% | 0.07% | – |
| WFC | New | WELLS FARGO CO NEW | $232,000 | – | 4,828 | +100.0% | 0.07% | – |
| RNR | New | RENAISSANCERE HLDGS LTD | $226,000 | – | 1,337 | +100.0% | 0.07% | – |
| BWA | New | BORGWARNER INC | $221,000 | – | 4,914 | +100.0% | 0.06% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $222,000 | – | 600 | +100.0% | 0.06% | – |
| RRR | New | RED ROCK RESORTS INCcl a | $215,000 | – | 3,900 | +100.0% | 0.06% | – |
| BBY | New | BEST BUY INC | $214,000 | – | 2,102 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.