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
$495B
$1.26 Million 0.39% of portfolio
7,370
Q3 2024 Added 63.78%
$96.2B
$1.16 Million 0.36% of portfolio
2,225
Q3 2024 Added 0.54%
$70B
$1.14 Million 0.36% of portfolio
7,345
Q3 2024 Added 1.03%
$193B
$1.13 Million 0.35% of portfolio
5,995
Q3 2024 Added 2.04%
$293B
$1.11 Million 0.35% of portfolio
5,368
Q3 2024 Added 3.81%
$76.6B
$1.09 Million 0.34% of portfolio
3,975
Q3 2024 Added 1.02%
$180B
$1.09 Million 0.34% of portfolio
6,421
Q3 2024 Reduced 18.37%
$219B
$1.01 Million 0.32% of portfolio
5,946
Q3 2024 Added 3.23%
$227B
$1.01 Million 0.32% of portfolio
9,689
Q3 2024 Added 2.87%
$54B
$976,000 0.31% of portfolio
7,235
Q3 2024 Added 5.08%
$38.4B
$989,000 0.31% of portfolio
5,345
Q3 2024 Added 1.52%
$1.01T
$931,000 0.29% of portfolio
3,559
Q1 2024 Added 2.89%
$116B
$871,000 0.27% of portfolio
9,683
Q3 2024 Added 2.17%
$223B
$825,000 0.26% of portfolio
2,334
Q3 2024 Reduced 14.16%
$145B
$798,000 0.25% of portfolio
3,243
Q3 2024 Added 4.01%
$73.3B
$753,000 0.24% of portfolio
2,897
Q3 2024 Added 56.43%
$88.4B
$754,000 0.24% of portfolio
10,241
Q3 2024 Added 1.85%
$81B
$714,000 0.22% of portfolio
3,239
Q3 2024 Added 3.35%
$22B
$686,000 0.21% of portfolio
3,811
Q3 2024 Added 1.9%
$24B
$685,000 0.21% of portfolio
3,028
Q3 2024 Added 4.27%
$30.9B
$625,000 0.2% of portfolio
6,503
Q3 2024 Added 2.75%
$203B
$594,000 0.19% of portfolio
1,200
Q2 2024 Reduced 7.69%
$87.1B
$595,000 0.19% of portfolio
1,205
Q3 2024 Reduced 24.92%
$199B
$614,000 0.19% of portfolio
5,059
Q3 2024 Added 7.09%
$34.9B
$599,000 0.19% of portfolio
9,450
Q3 2024 Added 1.9%
$89.8B
$568,000 0.18% of portfolio
900
Q3 2024 New
$120B
$497,000 0.16% of portfolio
9,622
Q3 2024 Reduced 32.39%
$709B
$466,000 0.15% of portfolio
527
Q3 2024 Added 7.55%
$125B
$401,000 0.13% of portfolio
4,791
Q2 2024 Reduced 0.29%
$5.13B
$420,000 0.13% of portfolio
5,700
Q3 2024 Reduced 5.0%
$7.74B
$387,000 0.12% of portfolio
6,000
Q3 2024 Reduced 2.44%
$214B
$297,000 0.09% of portfolio
1,097
Q3 2024 Reduced 3.52%
$79.1B
$302,000 0.09% of portfolio
1,000
Q4 2023 New
$218B
$303,000 0.09% of portfolio
1,850
Q3 2024 Added 8.82%
$38.3B
$257,000 0.08% of portfolio
1,000
Q2 2023 Reduced 17.42%
$9.84B
$271,000 0.08% of portfolio
3,142
Q3 2024 New
$267B
$247,000 0.08% of portfolio
3,440
Q3 2024 Reduced 24.35%
$1.99B
$261,000 0.08% of portfolio
3,500
Q3 2024 Reduced 45.85%
$11.4B
$251,000 0.08% of portfolio
924
Q1 2024 New
$189B
$223,000 0.07% of portfolio
5,346
Q2 2024 Reduced 26.27%
$1.25T
$236,000 0.07% of portfolio
414
Q1 2024 New
$23.9B
$0 0.0% of portfolio
-
Q3 2024 Added 2.73%

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
Track This Portfolio

Track Buckley Wealth Management, LLC Portfolio

Follow Buckley Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckley Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email