$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INC | $1,246,000 | +1.8% | 10,800 | 0.0% | 0.34% | -5.6% | |
| R | RYDER SYS INC | $1,004,000 | -3.7% | 12,650 | 0.0% | 0.27% | -10.8% | |
| BYD | BOYD GAMING CORP | $739,000 | +0.3% | 11,240 | 0.0% | 0.20% | -7.0% | |
| STC | STEWART INFORMATION SVCS COR | $571,000 | -24.0% | 9,425 | 0.0% | 0.16% | -29.2% | |
| SWX | SOUTHWEST GAS HLDGS INC | $509,000 | +11.9% | 6,500 | 0.0% | 0.14% | +3.8% | |
| GS | GOLDMAN SACHS GROUP INC | $462,000 | -13.8% | 1,400 | 0.0% | 0.12% | -19.9% | |
| SHOP | SHOPIFY INCcl a | $338,000 | -50.9% | 500 | 0.0% | 0.09% | -54.7% | |
| NVAX | NOVAVAX INC | $295,000 | -48.4% | 4,000 | 0.0% | 0.08% | -52.1% | |
| NTLA | INTELLIA THERAPEUTICS INC | $291,000 | -38.5% | 4,000 | 0.0% | 0.08% | -42.8% | |
| AIG | AMERICAN INTL GROUP INC | $282,000 | +10.2% | 4,500 | 0.0% | 0.08% | +1.3% | |
| WAL | WESTERN ALLIANCE BANCORP | $260,000 | -23.1% | 3,142 | 0.0% | 0.07% | -29.3% | |
| AXON | AXON ENTERPRISE INC | $207,000 | -12.3% | 1,500 | 0.0% | 0.06% | -18.8% | |
| TEAM | ATLASSIAN CORP PLCcl a | $206,000 | -22.8% | 700 | 0.0% | 0.06% | -28.2% |
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.