Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Buckley Wealth Management LLC
  City: Las Vegas
  State: NV
  Zip: 89135
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $414.74 $30,429,000 72,325 9.76% 2,607,000 -1,661 0.001    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $183.05 $28,771,000 167,778 9.23% -3,696,000 -858 0.001    Personal Computers
   (CVX)1 Year Chart         CVX Chevron Corp 3 - $165.82 $17,971,000 113,928 5.76% 960,000 -114 0.006    Integrated Oil & Gas
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 4 - $412.05 $17,357,000 41,276 5.57% 2,487,000 -416 0.003    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $187.48 $13,955,000 77,366 4.47% 1,984,000 -1,420 0.001    Internet Software & S...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 6 - $168.65 $13,391,000 88,725 4.29% 851,000 -1,048 0.001    Search Engines & Info...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 7 - $198.77 $12,990,000 64,851 4.17% 1,652,000 -1,801 0.002    Domestic Money Center...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 8 - $117.96 $12,064,000 103,786 3.87% 2,723,000 10,354 0.002    Integrated Oil & Gas
   (PG)1 Year Chart         PG Procter & Gamble Co 9 - $166.85 $9,301,000 57,326 2.98% 686,000 -1,465 0.002    Cleaning Products
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 10 - $149.91 $8,722,000 55,139 2.8% 307,000 1,453 0.002    Drug Manufacturers - ...
   (MRK)1 Year Chart         MRK Merck & Co Inc 11 - $131.20 $8,382,000 63,523 2.69% 1,413,000 -400 0.003    Drug Manufacturers - ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 12 - $48.06 $8,061,000 161,515 2.58% -256,000 -3,115 0.004    Networking & Communic...
   (COST)1 Year Chart         COST Costco Wholesale Corp 13 - $787.19 $7,846,000 10,709 2.52% 430,000 -526 0.002    Discount, Variety Stores
   (AMGN)1 Year Chart         AMGN Amgen Inc 14 - $310.15 $7,469,000 26,268 2.39% -161,000 -222 0.004    Biotechnology
   (INTC)1 Year Chart         INTC Intel Corp 15 - $29.85 $6,804,000 154,043 2.18% 125,000 21,118 0.004    Semiconductor- Broad...
   (HD)1 Year Chart         HD Home Depot Inc 16 - $346.43 $4,370,000 11,393 1.4% 292,000 -374 0.001    Home Improvement Stores
   (DOW)1 Year Chart         DOW DOW Inc 17 - $59.41 $4,262,000 73,576 1.37% 82,000 -2,650 0.01    Diversified Chemicals
   (PFE)1 Year Chart         PFE Pfizer Inc 18 - $28.01 $4,261,000 153,564 1.37% -179,000 -660 0.003    Drug Manufacturers - ...
   (IDA)1 Year Chart         IDA Idacorp Inc 19 - $97.81 $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 - $78.76 $3,489,000 45,511 1.12% 102,000 1,481 0.006    Diversified Chemicals
   (CAT)1 Year Chart         CAT Caterpillar Inc 21 - $354.79 $3,425,000 9,347 1.1% 654,000 -25 0.002    Farm & Construction M...
   (MMM)1 Year Chart         MMM 3M Co 22 - $98.93 $3,170,000 29,889 1.02% 779,000 8,020 0.005    Conglomerates
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 23 - $179.56 $3,035,000 15,060 0.97% 631,000 -1,145 0.002    Oil & Gas Refining, P...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 24 - $160.75 $2,928,000 16,079 0.94% 409,000 -178 0.001    Drug Manufacturers - ...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 25 - $898.78 $2,656,000 2,940 0.85% 1,153,000 -96 0    Semiconductor - Speci...
   (NEE)1 Year Chart         NEE NextEra Energy 26 - $73.79 $2,509,000 39,262 0.8% 490,000 6,017 0.002    Electric Utilities
   (LIN)1 Year Chart         LIN Linde Plc 27 - $434.39 $2,420,000 5,212 0.78% 210,000 -169 0.001    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 28 - $235.03 $2,410,000 9,462 0.77% 252,000 -234 0.001    Home Improvement Stores
   (T)1 Year Chart         T AT&T Corp 29 - $17.17 $2,353,000 133,700 0.75% 42,000 -4,000 0.002    Long Distance Carriers
   (NEM)1 Year Chart         NEM Newmont Mining Corp 30 - $42.49 $2,284,000 63,715 0.73% -281,000 1,750 0.008    Gold
   (TJX)1 Year Chart         TJX TJX Companies Inc 31 - $98.81 $1,854,000 18,276 0.59% 106,000 -355 0.002    Discount, Variety Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 32 - $38.45 $1,764,000 46,518 0.57% 178,000 -585 0.001    Domestic Money Center...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 33 - $468.88 $1,735,000 3,815 0.56% -17,000 -50 0.001    Aerospace/Defense - M...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 34 - $512.81 $1,612,000 3,259 0.52% -343,000 -454 0    Health Care Plans
   (AVGO)1 Year Chart         AVGO Broadcom Limited 35 - $1,332.80 $1,529,000 1,153 0.49% 250,000 8 0    Semiconductor- Broad...
   (GE)1 Year Chart         GE General Electric Co 36 - $163.38 $1,500,000 8,545 0.48% 385,000 -190 0.001    Conglomerates
   (TGT)1 Year Chart         TGT Target Corp 37 - $163.13 $1,403,000 7,915 0.45% 252,000 -165 0.002    Discount, Variety Stores
   (ETN)1 Year Chart         ETN Eaton Corp 38 - $330.57 $1,374,000 4,395 0.44% 300,000 -65 0.001    Diversified Machinery
   (GOOG)1 Year Chart         GOOG Alphabet Inc 39 - $170.29 $1,313,000 8,623 0.42% -50,000 -1,047 0    Search Engines & Info...
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 40 - $224.60 $1,299,000 5,345 0.42% 119,000 -400 0.003    Drugs Wholesale
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 41 - $182.08 $1,277,000 7,545 0.41% 168,000 -125 0.001    Communication Equipment
   (KR)1 Year Chart         KR Kroger Co 42 New $55.90 $1,275,000 22,310 0.41% 1,275,000 22,310 0.003    Grocery Stores
   (V)1 Year Chart         V Visa Inc 43 - $280.74 $1,272,000 4,558 0.41% 57,000 -110 0    Business Services
   (VLO)1 Year Chart         VLO Valero Energy Corp 44 - $156.13 $1,262,000 7,395 0.4% 300,000 -5 0.002    Oil & Gas Refining, P...
   (SYY)1 Year Chart         SYY SYSCO Corp 45 - $76.17 $1,252,000 15,427 0.4% 119,000 -65 0.003    Food Wholesale
   (CAH)1 Year Chart         CAH Cardinal Health Inc 46 - $99.53 $1,237,000 11,057 0.4% 94,000 -285 0.004    Drugs Wholesale
   (MA)1 Year Chart         MA MasterCard Inc A 47 - $456.98 $1,185,000 2,460 0.38% 123,000 -30 0    Business Services
   (WMB)1 Year Chart         WMB Williams Companies Inc 48 - $39.64 $1,167,000 29,955 0.37% 113,000 -310 0.002    Oil & Gas Pipelines &...
   (R)1 Year Chart         R Ryder System Inc 49 - $126.64 $1,141,000 9,495 0.37% 38,000 -95 0.018    Rental & Leasing Serv...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 50 - $331.98 $1,139,000 3,794 0.37% 186,000 -113 0.002    Diversified Machinery
   (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...
   (OKE)1 Year Chart         OKE ONEOK Inc 52 - $80.07 $1,132,000 14,115 0.36% 138,000 -45 0.003    Gas Utilities
   (ANTM)1 Year Chart         ANTM Anthem Inc 53 - $539.18 $1,121,000 2,162 0.36% 110,000 17 0.001    N/A
   (FDX)1 Year Chart         FDX Fedex Corp 54 - $265.73 $1,102,000 3,805 0.35% 153,000 55 0.001    AirDelivery & Freight...
   (PEP)1 Year Chart         PEP Pepsico Inc 55 - $179.79 $1,045,000 5,972 0.34% 9,000 -126 0    Beverage Soft Drinks...
   (ACN)1 Year Chart         ACN Accenture Plc 56 - $306.33 $1,039,000 2,999 0.33% -43,000 -84 0    Management Services
   (FERG)1 Year Chart         FERG Ferguson plc 57 - $221.53 $1,035,000 4,740 0.33% 89,000 -161 0.002    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc 58 - $187.05 $1,028,000 5,900 0.33% 33,000 65 0.001    Semiconductor- Broad...
   (MSCI)1 Year Chart         MSCI Msci Inc 59 - $485.16 $1,026,000 1,830 0.33% -9,000 0 0.002    Business Services
   (MCD)1 Year Chart         MCD McDonalds Corp 60 - $275.00 $997,000 3,535 0.32% -54,000 -10 0    Restaurants
   (MS)1 Year Chart         MS Morgan Stanley 61 - $98.28 $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
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 63 - $44.94 $853,000 15,732 0.27% 1,000 -870 0.001    Drug Manufacturers - ...
   (MDT)1 Year Chart         MDT Medtronic Plc 64 - $82.84 $835,000 9,577 0.27% 27,000 -236 0.001    Medical Appliances & ...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 65 - $164.20 $828,000 5,072 0.27% 40,000 158 0    Wireless Communications
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 66 - $261.73 $816,000 3,295 0.26% 42,000 -76 0.001    Semiconductor- Broad...
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 67 - $17.19 $810,000 37,335 0.26% -144,000 785 0.004    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 68 - $247.40 $769,000 3,125 0.25% -71,000 -296 0    Railroads
   (CDW)1 Year Chart         CDW Cdw Corp 69 - $222.46 $745,000 2,911 0.24% 65,000 -82 0.002    Catalog & Mail Order ...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 70 - $915.42 $742,000 764 0.24% 129,000 -19 0.001    Semiconductor Equipme...
   (CRHCF)1 Year Chart         CRHCF CRH Plc 71 New $83.77 $733,000 8,493 0.24% 733,000 8,493 0    N/A
   (HUM)1 Year Chart         HUM Humana Inc 72 - $335.59 $711,000 2,050 0.23% -193,000 75 0.002    Health Care Plans
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 73 - $71.20 $706,000 10,081 0.23% -49,000 -342 0.001    Food - Major Diversified
   (CME)1 Year Chart         CME CME Group Inc 74 - $208.46 $677,000 3,144 0.22% 21,000 29 0.001    Business Services
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 75 - $205.55 $674,000 3,273 0.22% 36,000 -96 0.001    Insurance Brokers
   (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 - $55.82 $616,000 7,724 0.2% 34,000 350 0.001    Drug Stores
   (BLK)1 Year Chart         BLK BlackRock Inc A 78 - $796.67 $586,000 703 0.19% 25,000 12 0    Investment Brokerage ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 79 - $116.67 $564,000 4,489 0.18% 80,000 -100 0    Application Software
   (EXR)1 Year Chart         EXR Extra Space Storage Inc 80 - $146.67 $551,000 3,751 0.18% -42,000 52 0.002    REIT - Industrial
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 81 - $454.73 $543,000 1,300 0.17% 3,000 -100 0    Investment Brokerage ...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 82 - $85.43 $520,000 6,331 0.17% -14,000 -17 0.002    Multi Utilities
   (O)1 Year Chart         O Realty Income Corp 83 - $55.01 $502,000 9,276 0.16% -11,000 340 0.001    REIT - Retail
   (NXST)1 Year Chart         NXST Nexstar Broadcasting Group Inc 84 - $172.30 $483,000 2,801 0.15% 62,000 117 0.006    Broadcasting - TV
   (SWX)1 Year Chart         SWX Southwest Gas Corp 85 - $76.38 $457,000 6,000 0.15% 45,000 -500 0.009    Gas Utilities
   (PM)1 Year Chart         PM Philip Morris International... 86 - $99.66 $429,000 4,677 0.14% -14,000 -35 0    Cigarettes & Other To...
   (STC)1 Year Chart         STC Stewart Information Service... 87 - $63.26 $420,000 6,463 0.13% 40,000 0 0.023    Surety & Title Insurance
   (BYD)1 Year Chart         BYD Boyd Gaming Corp 88 - $53.90 $414,000 6,150 0.13% 26,000 -40 0.006    Gambling/Resorts
   (LLY)1 Year Chart         LLY Eli Lilly & Co 89 New $760.00 $384,000 493 0.12% 384,000 493 0    Drug Manufacturers - ...
   (AIG)1 Year Chart         AIG American International Grou... 90 - $80.11 $352,000 4,500 0.11% 47,000 0 0.001    Property & Casualty I...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 91 New $214.93 $342,000 1,851 0.11% 342,000 1,851 0.001    N/A
   (BSX)1 Year Chart         BSX Boston Scientific Corp 92 - $73.69 $329,000 4,805 0.11% -16,000 -1,156 0    Medical Instruments &...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 93 - $39.31 $314,000 7,251 0.1% -35,000 -708 0    CATV Systems
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 94 - $151.92 $289,000 1,600 0.09% 53,000 0 0    Semiconductor- Broad...
   (GD)1 Year Chart         GD General Dynamics Corp 95 - $296.44 $282,000 1,000 0.09% 22,000 0 0    Aerospace/Defense - M...
   (STZ)1 Year Chart         STZ Constellation Brands Inc 97 - $261.95 $272,000 1,000 0.09% 30,000 0 0    Beverage - Wineries &...
   (KO)1 Year Chart         KO Coca-Cola Co 96 - $63.26 $272,000 4,440 0.09% 10,000 0 0.001    Beverage Soft Drinks...
   (AXP)1 Year Chart         AXP American Express Co 98 - $242.30 $262,000 1,151 0.08% 30,000 -86 0    Credit Services
   (EMR)1 Year Chart         EMR Emerson Electric Co 99 - $115.55 $236,000 2,084 0.08% 24,000 -94 0    Industrial Electrical...
   (DIS)1 Year Chart         DIS Walt Disney Co 100 New $105.79 $219,000 1,790 0.07% 219,000 1,790 0    Entertainment - Diver...

      100 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results