Buckley Wealth Management, LLC Portfolio Holdings

Buckley Wealth Management, LLC

  • $319 Million
  • Q3 2024

Buckley Wealth Management, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.1M, Microsoft Corp with a value of $30.5M, Berkshire Hathaway Inc Class B with a value of $18.7M, Chevron Corp with a value of $17.2M, and Amazon Com Inc with a value of $14.5M.

Examining the 13F form we can see an increase of $7.46M in the current position value, from $312M to 319M.

Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Million
Technology: $89.6 Million
Financial Services: $43.9 Million
Healthcare: $39.6 Million
Energy: $36.9 Million
Consumer Cyclical: $27.9 Million
Consumer Defensive: $25.3 Million
Communication Services: $19.9 Million
Industrials: $18 Million
Other: $18.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$38.1 Million 11.95% of portfolio
163,769
Q3 2024 Reduced 3.01%
$3.09T
$30.5 Million 9.56% of portfolio
70,931
Q3 2024 Reduced 1.02%
$612B
$18.7 Million 5.85% of portfolio
40,565
Q3 2024 Reduced 1.96%
$316B
$17.2 Million 5.38% of portfolio
116,676
Q3 2024 Added 2.65%
$2.06T
$14.5 Million 4.55% of portfolio
77,893
Q3 2024 Added 0.57%
$1.03T
$14.4 Million 4.5% of portfolio
86,626
Q3 2024 Reduced 0.76%
$720B
$13.5 Million 4.22% of portfolio
63,834
Q3 2024 Reduced 1.04%
$497B
$12.3 Million 3.86% of portfolio
104,976
Q3 2024 Added 2.37%
$403B
$9.44 Million 2.96% of portfolio
58,269
Q3 2024 Reduced 1.64%
$402B
$9.43 Million 2.95% of portfolio
54,454
Q3 2024 Reduced 1.8%
$401B
$9.13 Million 2.86% of portfolio
10,302
Q3 2024 Reduced 3.76%
$152B
$8.1 Million 2.54% of portfolio
25,135
Q3 2024 Reduced 4.01%
$236B
$8.04 Million 2.52% of portfolio
151,042
Q3 2024 Reduced 5.32%
$244B
$7 Million 2.19% of portfolio
61,680
Q3 2024 Reduced 2.37%
$418B
$4.3 Million 1.35% of portfolio
10,618
Q3 2024 Reduced 6.3%
$41B
$4.1 Million 1.28% of portfolio
45,990
Q3 2024 Added 0.06%
$71.7B
$4.02 Million 1.26% of portfolio
29,389
Q3 2024 Reduced 0.51%
$5.93B
$3.67 Million 1.15% of portfolio
35,590
Q3 2024 Reduced 5.82%
$203B
$3.66 Million 1.15% of portfolio
9,347
Q3 2024 Reduced 0.05%
$139B
$3.61 Million 1.13% of portfolio
124,726
Q3 2024 Reduced 12.3%
$150B
$3.25 Million 1.02% of portfolio
38,476
Q3 2024 Reduced 1.51%
$292B
$3.26 Million 1.02% of portfolio
16,502
Q3 2024 Added 0.9%
$100B
$3.01 Million 0.94% of portfolio
128,443
Q3 2024 Reduced 18.48%
$167B
$2.7 Million 0.85% of portfolio
9,989
Q3 2024 Added 5.54%
$162B
$2.65 Million 0.83% of portfolio
120,400
Q3 2024 Reduced 8.58%
$78.5B
$2.32 Million 0.73% of portfolio
14,250
Q3 2024 Added 6.66%
$139B
$2.3 Million 0.72% of portfolio
19,547
Q3 2024 Added 2.78%
$66.8B
$2.2 Million 0.69% of portfolio
12,748
Q3 2024 Added 1,118.74%
$354B
$2.14 Million 0.67% of portfolio
17,599
Q3 2024 Reduced 16.06%
$140B
$2.15 Million 0.67% of portfolio
3,670
Q3 2024 Reduced 2.94%
$554B
$1.92 Million 0.6% of portfolio
3,276
Q3 2024 Added 1.96%
$375B
$1.89 Million 0.59% of portfolio
47,696
Q3 2024 Added 4.75%
$506B
$1.69 Million 0.53% of portfolio
6,135
Q3 2024 Added 35.13%
$94.4B
$1.53 Million 0.48% of portfolio
3,945
Q3 2024 Added 4.25%
$44.4B
$1.47 Million 0.46% of portfolio
9,925
Q3 2024 Added 0.66%
$20.9B
$1.45 Million 0.45% of portfolio
13,990
Q3 2024 New
$150B
$1.41 Million 0.44% of portfolio
5,575
Q3 2024 Added 1.09%
$38B
$1.41 Million 0.44% of portfolio
18,038
Q3 2024 Added 9.07%
$8.16B
$1.41 Million 0.44% of portfolio
9,660
Q3 2024 Added 1.1%
$68.9B
$1.38 Million 0.43% of portfolio
30,130
Q3 2024 Added 0.28%
$177B
$1.36 Million 0.43% of portfolio
7,014
Q3 2024 Added 0.04%
$133B
$1.38 Million 0.43% of portfolio
22,067
Q3 2024 Added 539.25%
$215B
$1.33 Million 0.42% of portfolio
4,356
Q3 2024 Added 9.01%
$143B
$1.33 Million 0.42% of portfolio
4,020
Q3 2024 Added 1.13%
$1.06T
$1.32 Million 0.41% of portfolio
7,923
Q3 2024 Reduced 2.46%
$49.1B
$1.32 Million 0.41% of portfolio
14,485
Q3 2024 Added 1.15%
$41.5B
$1.28 Million 0.4% of portfolio
22,375
Q3 2024 Added 1.29%
$498B
$1.24 Million 0.39% of portfolio
2,515
Q3 2024 Added 2.24%
$31.1B
$1.26 Million 0.39% of portfolio
11,392
Q3 2024 Added 3.69%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $319 Million
  • Prior Value $312 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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