$311 Million is the total value of Buckley Wealth Management, LLC's 139 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WMB | New | WILLIAMS COS INC | $1,012,000 | – | 32,432 | +100.0% | 0.33% | – |
JNPR | New | JUNIPER NETWORKS INC | $770,000 | – | 27,035 | +100.0% | 0.25% | – |
New | WARNER BROS DISCOVERY INC | $495,000 | – | 36,918 | +100.0% | 0.16% | – | |
FB | New | META PLATFORMS INCcl a | $356,000 | – | 2,206 | +100.0% | 0.12% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $347,000 | – | 1,900 | +100.0% | 0.11% | – |
NXST | New | NEXSTAR MEDIA GROUP INCcl a | $330,000 | – | 2,026 | +100.0% | 0.11% | – |
DXC | New | DXC TECHNOLOGY CO | $229,000 | – | 7,542 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
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.