$369 Million is the total value of Buckley Wealth Management, LLC's 156 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -600 | -100.0% | -0.06% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,100 | -100.0% | -0.07% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -15,636 | -100.0% | -0.20% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -6,777 | -100.0% | -0.21% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -24,990 | -100.0% | -0.22% | – |
| KR | Exit | KROGER CO | $0 | – | -26,170 | -100.0% | -0.35% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -18,655 | -100.0% | -0.37% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -18,211 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
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.