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  Name: Buckley Wealth Management LLC
  City: Las Vegas
  State: NV
  Zip: 89135
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $311,865,000
  Total Value Change : $23,809,000
  Securities Held Change : 4
   
All Securities Held : 105
  New Positions : 8
  Closed Positions : 4
  Increased Positions : 25
  Unchanged Positions : 8
  Decreased Positions : 64

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 25     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 8 - $115.48 $12,064,000 103,786 3.87% 2,723,000 10,354 0.002    Integrated Oil & Gas
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 10 - $153.50 $8,722,000 55,139 2.8% 307,000 1,453 0.002    Drug Manufacturers - ...
   (INTC)1 Year Chart         INTC Intel Corp 15 - $31.42 $6,804,000 154,043 2.18% 125,000 21,118 0.004    Semiconductor- Broad...
   (IDA)1 Year Chart         IDA Idacorp Inc 19 - $97.12 $3,569,000 38,425 1.14% 2,556,000 28,125 0.076    Electric Utilities
   (DD)1 Year Chart         DD DuPont de Nemours Inc 20 - $78.55 $3,489,000 45,511 1.12% 102,000 1,481 0.006    Diversified Chemicals
   (MMM)1 Year Chart         MMM 3M Co 22 - $101.49 $3,170,000 29,889 1.02% 779,000 8,020 0.005    Conglomerates
   (NEE)1 Year Chart         NEE NextEra Energy 26 - $76.32 $2,509,000 39,262 0.8% 490,000 6,017 0.002    Electric Utilities
   (NEM)1 Year Chart         NEM Newmont Mining Corp 30 - $42.39 $2,284,000 63,715 0.73% -281,000 1,750 0.008    Gold
   (AVGO)1 Year Chart         AVGO Broadcom Limited 35 - $1,392.24 $1,529,000 1,153 0.49% 250,000 8 0    Semiconductor- Broad...
   (JNPR)1 Year Chart         JNPR Juniper Networks Inc 51 - $36.16 $1,136,000 30,640 0.36% 237,000 160 0.009    Networking & Communic...
   (ANTM)1 Year Chart         ANTM Anthem Inc 53 - $547.80 $1,121,000 2,162 0.36% 110,000 17 0.001    N/A
   (FDX)1 Year Chart         FDX Fedex Corp 54 - $252.07 $1,102,000 3,805 0.35% 153,000 55 0.001    AirDelivery & Freight...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 58 - $202.54 $1,028,000 5,900 0.33% 33,000 65 0.001    Semiconductor- Broad...
   (MS)1 Year Chart         MS Morgan Stanley 61 - $100.74 $884,000 9,388 0.28% 21,000 128 0.001    Investment Brokerage ...
   (MCK)1 Year Chart         MCK McKesson Corp 62 - $531.10 $863,000 1,608 0.28% 141,000 49 0.001    Drugs Wholesale
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 65 - $165.50 $828,000 5,072 0.27% 40,000 158 0    Wireless Communications
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 67 - $16.47 $810,000 37,335 0.26% -144,000 785 0.004    N/A
   (HUM)1 Year Chart         HUM Humana Inc 72 - $356.60 $711,000 2,050 0.23% -193,000 75 0.002    Health Care Plans
   (CME)1 Year Chart         CME CME Group Inc 74 - $211.48 $677,000 3,144 0.22% 21,000 29 0.001    Business Services
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 76 - $177.81 $626,000 3,559 0.2% -233,000 100 0    Auto Manufacturers
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 77 - $57.44 $616,000 7,724 0.2% 34,000 350 0.001    Drug Stores
   (BLK)1 Year Chart         BLK BlackRock Inc A 78 - $799.61 $586,000 703 0.19% 25,000 12 0    Investment Brokerage ...
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 80 - $146.37 $551,000 3,751 0.18% -42,000 52 0.002    REIT - Industrial
   (O)1 Year Chart         O Realty Income Corp 83 - $53.72 $502,000 9,276 0.16% -11,000 340 0.001    REIT - Retail
   (NXST)1 Year Chart         NXST Nexstar Broadcasting Group Inc 84 - $161.42 $483,000 2,801 0.15% 62,000 117 0.006    Broadcasting - TV

      25 Records Found
  1    
Page 1 of 1
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