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 Market Cap. of $200 Billions or more

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%
$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%
$203B
$3.66 Million 1.15% of portfolio
9,347
Q3 2024 Reduced 0.05%
$292B
$3.26 Million 1.02% of portfolio
16,502
Q3 2024 Added 0.9%
$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%
$215B
$1.33 Million 0.42% of portfolio
4,356
Q3 2024 Added 9.01%
$1.06T
$1.32 Million 0.41% of portfolio
7,923
Q3 2024 Reduced 2.46%
$498B
$1.24 Million 0.39% of portfolio
2,515
Q3 2024 Added 2.24%
$495B
$1.26 Million 0.39% of portfolio
7,370
Q3 2024 Added 63.78%
$293B
$1.11 Million 0.35% of portfolio
5,368
Q3 2024 Added 3.81%
$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%
$1.01T
$931,000 0.29% of portfolio
3,559
Q1 2024 Added 2.89%
$223B
$825,000 0.26% of portfolio
2,334
Q3 2024 Reduced 14.16%
$203B
$594,000 0.19% of portfolio
1,200
Q2 2024 Reduced 7.69%
$709B
$466,000 0.15% of portfolio
527
Q3 2024 Added 7.55%
$214B
$297,000 0.09% of portfolio
1,097
Q3 2024 Reduced 3.52%
$218B
$303,000 0.09% of portfolio
1,850
Q3 2024 Added 8.82%
$267B
$247,000 0.08% of portfolio
3,440
Q3 2024 Reduced 24.35%
$1.25T
$236,000 0.07% of portfolio
414
Q1 2024 New

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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