Buckley Wealth Management, LLC Top Holdings and 13F Report (2024)

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About Buckley Wealth Management, LLC

Investment Activity

Buckley Wealth Management, LLC has $311.87 million in total holdings as of March 31, 2024.
Buckley Wealth Management, LLC owns shares of 105 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.29% of the portfolio was purchased this quarter.
About 2.35% of the portfolio was sold this quarter.
This quarter, Buckley Wealth Management, LLC has purchased 101 new stocks and bought additional shares in 25 stocks.
Buckley Wealth Management, LLC sold shares of 64 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $30,428,574
Apple: $28,770,571
Chevron: $17,971,003
Berkshire Hathaway: $17,357,384
Amazon.com: $13,955,279

Largest New Holdings this Quarter

Kroger: $1,274,570 Holding
CRH PLC: $732,606 Holding
Eli Lilly and Company: $383,534 Holding
Constellation Energy: $342,157 Holding
Walt Disney: $219,024 Holding

Largest Purchases this Quarter

IDACORP: 28,125 shares (about $2.61M)
Kroger: 22,310 shares (about $1.27M)
Exxon Mobil: 10,354 shares (about $1.20M)
Intel: 21,118 shares (about $932.78K)
3M: 8,020 shares (about $850.68K)

Largest Sales this Quarter

Microsoft: 1,661 shares (about $698.82K)
Costco Wholesale: 526 shares (about $385.36K)
JPMorgan Chase & Co.: 1,801 shares (about $360.74K)
Amazon.com: 1,420 shares (about $256.14K)
Procter & Gamble: 1,465 shares (about $237.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$30,428,574	$698,816 ▼	-2.2%	72,325	9.8%	Computer and Technology
AAPL Apple	$28,770,571	$147,130 ▼	-0.5%	167,778	9.2%	Computer and Technology
CVX Chevron	$17,971,003	$17,982 ▼	-0.1%	113,928	5.8%	Oils/Energy
BRK.B Berkshire Hathaway	$17,357,384	$174,936 ▼	-1.0%	41,276	5.6%	Finance
AMZN Amazon.com	$13,955,279	$256,140 ▼	-1.8%	77,366	4.5%	Retail/Wholesale
GOOGL Alphabet	$13,391,264	$158,175 ▼	-1.2%	88,725	4.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$12,989,655	$360,740 ▼	-2.7%	64,851	4.2%	Finance
XOM Exxon Mobil	$12,064,085	$1,203,549 ▲	11.1%	103,786	3.9%	Oils/Energy
PG Procter & Gamble	$9,301,144	$237,696 ▼	-2.5%	57,326	3.0%	Consumer Staples
JNJ Johnson & Johnson	$8,722,438	$229,850 ▲	2.7%	55,139	2.8%	Medical
MRK Merck & Co., Inc.	$8,381,860	$52,780 ▼	-0.6%	63,523	2.7%	Medical
CSCO Cisco Systems	$8,061,214	$155,470 ▼	-1.9%	161,515	2.6%	Computer and Technology
COST Costco Wholesale	$7,845,735	$385,363 ▼	-4.7%	10,709	2.5%	Retail/Wholesale
AMGN Amgen	$7,468,518	$63,119 ▼	-0.8%	26,268	2.4%	Medical
INTC Intel	$6,804,079	$932,782 ▲	15.9%	154,043	2.2%	Computer and Technology
HD Home Depot	$4,370,355	$143,466 ▼	-3.2%	11,393	1.4%	Retail/Wholesale
DOW DOW	$4,262,258	$153,515 ▼	-3.5%	73,576	1.4%	Basic Materials
PFE Pfizer	$4,261,401	$18,315 ▼	-0.4%	153,564	1.4%	Medical
IDA IDACORP	$3,569,298	$2,612,531 ▲	273.1%	38,425	1.1%	Utilities
DD DuPont de Nemours	$3,489,328	$113,548 ▲	3.4%	45,511	1.1%	Basic Materials
CAT Caterpillar	$3,425,021	$9,161 ▼	-0.3%	9,347	1.1%	Industrial Products
MMM 3M	$3,170,326	$850,681 ▲	36.7%	29,889	1.0%	Multi-Sector Conglomerates
MPC Marathon Petroleum	$3,034,590	$230,718 ▼	-7.1%	15,060	1.0%	Oils/Energy
ABBV AbbVie	$2,927,986	$32,414 ▼	-1.1%	16,079	0.9%	Medical
NVDA NVIDIA	$2,656,466	$86,742 ▼	-3.2%	2,940	0.9%	Computer and Technology
NEE NextEra Energy	$2,509,234	$384,546 ▲	18.1%	39,262	0.8%	Utilities
LINDE PLC	$2,420,110	$78,472 ▼	-3.1%	5,212	0.8%	SHS
LOW Lowe's Companies	$2,410,255	$59,607 ▼	-2.4%	9,462	0.8%	Retail/Wholesale
T AT&T	$2,353,120	$70,400 ▼	-2.9%	133,700	0.8%	Computer and Technology
NEM Newmont	$2,283,546	$62,720 ▲	2.8%	63,715	0.7%	Basic Materials
TJX TJX Companies	$1,853,552	$36,004 ▼	-1.9%	18,276	0.6%	Retail/Wholesale
BAC Bank of America	$1,763,979	$22,183 ▼	-1.2%	46,518	0.6%	Finance
LMT Lockheed Martin	$1,735,329	$22,743 ▼	-1.3%	3,815	0.6%	Aerospace
UNH UnitedHealth Group	$1,612,227	$224,594 ▼	-12.2%	3,259	0.5%	Medical
AVGO Broadcom	$1,528,833	$10,608 ▲	0.7%	1,153	0.5%	Computer and Technology
GE General Electric	$1,499,904	$33,351 ▼	-2.2%	8,545	0.5%	Transportation
TGT Target	$1,402,617	$29,240 ▼	-2.0%	7,915	0.4%	Retail/Wholesale
ETN Eaton	$1,374,229	$20,324 ▼	-1.5%	4,395	0.4%	Industrial Products
GOOG Alphabet	$1,312,938	$159,416 ▼	-10.8%	8,623	0.4%	Computer and Technology
COR Cencora	$1,298,782	$97,196 ▼	-7.0%	5,345	0.4%	Medical
QCOM QUALCOMM	$1,277,369	$21,163 ▼	-1.6%	7,545	0.4%	Computer and Technology
KR Kroger	$1,274,570	$1,274,570 ▲	New Holding	22,310	0.4%	Retail/Wholesale
V Visa	$1,272,047	$30,699 ▼	-2.4%	4,558	0.4%	Business Services
VLO Valero Energy	$1,262,253	$853 ▼	-0.1%	7,395	0.4%	Oils/Energy
SYY Sysco	$1,252,387	$5,277 ▼	-0.4%	15,427	0.4%	Consumer Staples
CAH Cardinal Health	$1,237,263	$31,891 ▼	-2.5%	11,057	0.4%	Medical
MA Mastercard	$1,184,687	$14,447 ▼	-1.2%	2,460	0.4%	Business Services
WMB Williams Companies	$1,167,346	$12,081 ▼	-1.0%	29,955	0.4%	Oils/Energy
R Ryder System	$1,141,204	$11,418 ▼	-1.0%	9,495	0.4%	Transportation
TT Trane Technologies	$1,138,959	$33,923 ▼	-2.9%	3,794	0.4%	Business Services
JNPR Juniper Networks	$1,135,518	$5,930 ▲	0.5%	30,640	0.4%	Computer and Technology
OKE ONEOK	$1,131,600	$3,608 ▼	-0.3%	14,115	0.4%	Oils/Energy
ELV Elevance Health	$1,121,083	$8,815 ▲	0.8%	2,162	0.4%	Medical
FDX FedEx	$1,102,461	$15,936 ▲	1.5%	3,805	0.4%	Transportation
PEP PepsiCo	$1,045,160	$22,051 ▼	-2.1%	5,972	0.3%	Consumer Staples
ACN Accenture	$1,039,483	$29,115 ▼	-2.7%	2,999	0.3%	Business Services
FERG Ferguson	$1,035,358	$35,167 ▼	-3.3%	4,740	0.3%	Industrial Products
TXN Texas Instruments	$1,027,839	$11,324 ▲	1.1%	5,900	0.3%	Computer and Technology
MSCI MSCI	$1,025,624		0.0%	1,830	0.3%	Computer and Technology
MCD McDonald's	$996,744	$2,820 ▼	-0.3%	3,535	0.3%	Retail/Wholesale
MS Morgan Stanley	$883,974	$12,052 ▲	1.4%	9,388	0.3%	Finance
MCK McKesson	$863,255	$26,306 ▲	3.1%	1,608	0.3%	Medical
BMY Bristol-Myers Squibb	$853,146	$47,180 ▼	-5.2%	15,732	0.3%	Medical
MDT Medtronic	$834,636	$20,567 ▼	-2.4%	9,577	0.3%	Medical
TMUS T-Mobile US	$827,852	$25,789 ▲	3.2%	5,072	0.3%	Computer and Technology
NXPI NXP Semiconductors	$816,402	$18,831 ▼	-2.3%	3,295	0.3%	Computer and Technology
WBA Walgreens Boots Alliance	$809,796	$17,027 ▲	2.1%	37,335	0.3%	Retail/Wholesale
UNP Union Pacific	$768,531	$72,795 ▼	-8.7%	3,125	0.2%	Transportation
CDW CDW	$744,576	$20,974 ▼	-2.7%	2,911	0.2%	Computer and Technology
LRCX Lam Research	$742,279	$18,460 ▼	-2.4%	764	0.2%	Computer and Technology
CRH PLC	$732,606	$732,606 ▲	New Holding	8,493	0.2%	ORD
HUM Humana	$710,776	$26,004 ▲	3.8%	2,050	0.2%	Medical
MDLZ Mondelez International	$705,670	$23,940 ▼	-3.3%	10,081	0.2%	Consumer Staples
CME CME Group	$676,872	$6,243 ▲	0.9%	3,144	0.2%	Finance
MMC Marsh & McLennan Companies	$674,173	$19,774 ▼	-2.8%	3,273	0.2%	Finance
TSLA Tesla	$625,637	$17,579 ▲	2.9%	3,559	0.2%	Auto/Tires/Trucks
CVS CVS Health	$616,066	$27,916 ▲	4.7%	7,724	0.2%	Retail/Wholesale
BLK BlackRock	$586,091	$10,004 ▲	1.7%	703	0.2%	Finance
ORCL Oracle	$563,863	$12,561 ▼	-2.2%	4,489	0.2%	Computer and Technology
EXR Extra Space Storage	$551,397	$7,644 ▲	1.4%	3,751	0.2%	Finance
GS The Goldman Sachs Group	$542,997	$41,769 ▼	-7.1%	1,300	0.2%	Finance
WEC WEC Energy Group	$519,902	$1,396 ▼	-0.3%	6,331	0.2%	Utilities
O Realty Income	$501,832	$18,394 ▲	3.8%	9,276	0.2%	Finance
NXST Nexstar Media Group	$482,584	$20,158 ▲	4.4%	2,801	0.2%	Consumer Discretionary
SWX Southwest Gas	$456,780	$38,065 ▼	-7.7%	6,000	0.1%	Utilities
PM Philip Morris International	$428,507	$3,207 ▼	-0.7%	4,677	0.1%	Consumer Staples
STC Stewart Information Services	$420,483		0.0%	6,463	0.1%	Finance
BYD Boyd Gaming	$414,018	$2,693 ▼	-0.6%	6,150	0.1%	Consumer Discretionary
LLY Eli Lilly and Company	$383,534	$383,534 ▲	New Holding	493	0.1%	Medical
AIG American International Group	$351,765		0.0%	4,500	0.1%	Finance
CEG Constellation Energy	$342,157	$342,157 ▲	New Holding	1,851	0.1%	Oils/Energy
BSX Boston Scientific	$329,094	$79,174 ▼	-19.4%	4,805	0.1%	Medical
CMCSA Comcast	$314,331	$30,692 ▼	-8.9%	7,251	0.1%	Consumer Discretionary
AMD Advanced Micro Devices	$288,784		0.0%	1,600	0.1%	Computer and Technology
GD General Dynamics	$282,490		0.0%	1,000	0.1%	Aerospace
STZ Constellation Brands	$271,760		0.0%	1,000	0.1%	Consumer Staples
KO Coca-Cola	$271,639		0.0%	4,440	0.1%	Consumer Staples
AXP American Express	$262,071	$19,581 ▼	-7.0%	1,151	0.1%	Finance
EMR Emerson Electric	$236,367	$10,661 ▼	-4.3%	2,084	0.1%	Industrial Products
DIS Walt Disney	$219,024	$219,024 ▲	New Holding	1,790	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Buckley Wealth Management, LLC Top Holdings and 13F Report (2024)

About Buckley Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Buckley Wealth Management, LLC Top Holdings and 13F Report (2024)

About Buckley Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBuckley Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information