$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWX | SOUTHWEST GAS HLDGS INC | $566,000 | +11.2% | 6,500 | 0.0% | 0.18% | +31.9% | |
| BYD | BOYD GAMING CORP | $559,000 | -24.4% | 11,240 | 0.0% | 0.18% | -10.0% | |
| STC | STEWART INFORMATION SVCS COR | $469,000 | -17.9% | 9,425 | 0.0% | 0.15% | -2.6% | |
| STZ | CONSTELLATION BRANDS INCcl a | $289,000 | +1.4% | 1,238 | 0.0% | 0.09% | +20.8% | |
| AIG | AMERICAN INTL GROUP INC | $230,000 | -18.4% | 4,500 | 0.0% | 0.07% | -2.6% | |
| WAL | WESTERN ALLIANCE BANCORP | $222,000 | -14.6% | 3,142 | 0.0% | 0.07% | +1.4% | |
| NTLA | INTELLIA THERAPEUTICS INC | $207,000 | -28.9% | 4,000 | 0.0% | 0.07% | -15.2% | |
| NVAX | NOVAVAX INC | $206,000 | -30.2% | 4,000 | 0.0% | 0.07% | -17.5% |
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.