$272 Million is the total value of Buckley Wealth Management, LLC's 100 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $2,167,572 | -4.5% | 9,472 | 0.0% | 0.80% | -3.4% | |
| GOOG | ALPHABET INCcap stk cl c | $1,111,448 | +17.2% | 10,687 | 0.0% | 0.41% | +18.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $495,918 | -3.0% | 5,064 | 0.0% | 0.18% | -1.6% | |
| GS | GOLDMAN SACHS GROUP INC | $457,954 | -4.7% | 1,400 | 0.0% | 0.17% | -3.4% | |
| SWX | SOUTHWEST GAS HLDGS INC | $374,700 | +0.9% | 6,000 | 0.0% | 0.14% | +2.2% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $368,581 | +11.6% | 1,900 | 0.0% | 0.14% | +13.3% | |
| KO | COCA COLA CO | $275,413 | -2.5% | 4,440 | 0.0% | 0.10% | -1.9% | |
| AIG | AMERICAN INTL GROUP INC | $226,620 | -20.4% | 4,500 | 0.0% | 0.08% | -20.2% | |
| CL | COLGATE PALMOLIVE CO | $203,506 | -4.6% | 2,708 | 0.0% | 0.08% | -3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-14
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.