$267 Million is the total value of Buckley Wealth Management, LLC's 96 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $7,193,361 | +21.1% | 26,765 | 0.0% | 2.69% | +33.2% | |
| CAT | CATERPILLAR INC | $2,558,556 | +11.0% | 9,372 | 0.0% | 0.96% | +22.1% | |
| LMT | LOCKHEED MARTIN CORP | $1,594,944 | -11.2% | 3,900 | 0.0% | 0.60% | -2.3% | |
| IDA | IDACORP INC | $955,230 | -8.7% | 10,200 | 0.0% | 0.36% | +0.3% | |
| TSLA | TESLA INC | $865,511 | -4.4% | 3,459 | 0.0% | 0.32% | +5.2% | |
| GS | GOLDMAN SACHS GROUP INC | $452,998 | +0.3% | 1,400 | 0.0% | 0.17% | +9.7% | |
| SWX | SOUTHWEST GAS HLDGS INC | $392,665 | -5.1% | 6,500 | 0.0% | 0.15% | +4.3% | |
| BYD | BOYD GAMING CORP | $376,538 | -12.3% | 6,190 | 0.0% | 0.14% | -3.4% | |
| STC | STEWART INFORMATION SVCS COR | $283,079 | +6.5% | 6,463 | 0.0% | 0.11% | +17.8% | |
| AIG | AMERICAN INTL GROUP INC | $272,700 | +5.3% | 4,500 | 0.0% | 0.10% | +15.9% | |
| STZ | CONSTELLATION BRANDS INCcl a | $251,330 | +2.1% | 1,000 | 0.0% | 0.09% | +11.9% | |
| KO | COCA COLA CO | $248,551 | -7.0% | 4,440 | 0.0% | 0.09% | +2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.