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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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