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Buckley Wealth Management, LLC

Q2 2023 · 13F-HR

Buckley Wealth Management, LLCholdings as filed

Filed 2023-07-12 · accession 0001085146-23-002661

$294.0M
Reported value
127
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$34.9M11.9%180,013CommonSOLE
594918104MSFTMICROSOFT CORP$26.5M9.00%77,740CommonSOLE
166764100CVXCHEVRON CORP NEW$17.8M6.05%113,070CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.6M4.96%42,780CommonSOLE
02079K305GOOGLALPHABET INC$11.2M3.80%93,393CommonSOLE
023135106AMZNAMAZON COM INC$10.4M3.54%79,732CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$10.1M3.44%69,517CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.9M3.03%58,721CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.9M3.03%83,005CommonSOLE
17275R102CSCOCISCO SYS INC$8.8M3.01%170,864CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.0M2.74%48,601CommonSOLE
58933Y105MRKMERCK & CO INC$7.4M2.50%63,823CommonSOLE
717081103PFEPFIZER INC$6.1M2.08%166,495CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.9M2.02%11,051CommonSOLE
031162100AMGNAMGEN INC$5.9M2.02%26,765CommonSOLE
458140100INTCINTEL CORP$5.0M1.69%148,184CommonSOLE
437076102HDHOME DEPOT INC$3.8M1.28%12,092CommonSOLE
260557103DOWDOW INC$3.7M1.26%69,705CommonSOLE
651639106NEMNEWMONT CORP$3.5M1.18%81,325CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.2M1.10%45,443CommonSOLE
00206R102TAT&T INC$2.9M0.98%180,980CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.8M0.94%5,745CommonSOLE
548661107LOWLOWES COS INC$2.5M0.86%11,143CommonSOLE
G54950103LINLINDE PLC$2.3M0.79%6,061CommonSOLE
149123101CATCATERPILLAR INC$2.3M0.78%9,372CommonSOLE
882508104TXNTEXAS INSTRS INC$2.3M0.77%12,524CommonSOLE
00287Y109ABBVABBVIE INC$2.2M0.74%16,109CommonSOLE
56585A102MPCMARATHON PETE CORP$1.9M0.66%16,525CommonSOLE
872540109TJXTJX COS INC NEW$1.8M0.61%21,195CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.61%3,900CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.8M0.61%39,200CommonSOLE
88579Y101MMM3M CO$1.7M0.58%17,068CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.7M0.58%4,015CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.58%26,444CommonSOLE
92826C839VVISA INC$1.5M0.51%6,329CommonSOLE
060505104BACBANK AMERICA CORP$1.5M0.50%51,632CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.5M0.50%19,646CommonSOLE
713448108PEPPEPSICO INC$1.4M0.47%7,439CommonSOLE
11135F101AVGOBROADCOM INC$1.4M0.46%1,560CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.45%4,320CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.2M0.42%2,788CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.41%9,997CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.38%4,545CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$1.1M0.38%5,805CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.38%11,792CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.1M0.37%9,370CommonSOLE
871829107SYYSYSCO CORP$1.1M0.37%14,665CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.36%12,115CommonSOLE
580135101MCDMCDONALDS CORP$1.1M0.36%3,520CommonSOLE
451107106IDAIDACORP INC$1.0M0.36%10,200CommonSOLE
617446448MSMORGAN STANLEY$1.0M0.35%11,945CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.34%2,570CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$1.0M0.34%6,363CommonSOLE
969457100WMBWILLIAMS COS INC$997,3360.34%30,565CommonSOLE
609207105MDLZMONDELEZ INTL INC$994,7340.34%13,638CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$979,3280.33%5,120CommonSOLE
783549108RRYDER SYS INC$933,9620.32%11,015CommonSOLE
747525103QCOMQUALCOMM INC$915,4180.31%7,690CommonSOLE
88160R101TSLATESLA INC$905,4620.31%3,459CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$898,7180.31%1,398CommonSOLE
907818108UNPUNION PAC CORP$897,9410.31%4,388CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$858,5990.29%27,405CommonSOLE
682680103OKEONEOK INC NEW$856,3650.29%13,875CommonSOLE
55354G100MSCIMSCI INC$847,0680.29%1,805CommonSOLE
91913Y100VLOVALERO ENERGY CORP$834,5900.28%7,115CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$817,8240.28%4,348CommonSOLE
444859102HUMHUMANA INC$789,1840.27%1,765CommonSOLE
12572Q105CMECME GROUP INC$786,2150.27%4,243CommonSOLE
126650100CVSCVS HEALTH CORP$780,9620.27%11,297CommonSOLE
87612E106TGTTARGET CORP$775,5720.26%5,880CommonSOLE
92939U106WECWEC ENERGY GROUP INC$754,6790.26%8,553CommonSOLE
756109104OREALTY INCOME CORP$745,5220.25%12,469CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$738,7460.25%25,930CommonSOLE
12514G108CDWCDW CORP$706,2920.24%3,849CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$691,7030.24%12,788CommonSOLE
20030N101CMCSACOMCAST CORP NEW$687,8190.23%16,554CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$685,9600.23%43,115CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$675,4930.23%3,483CommonSOLE
09247X101BLKCHFBLACKROCK INC$650,3630.22%941CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$610,2390.21%3,664CommonSOLE
099724106BWABORGWARNER INC$576,8450.20%11,794CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$552,5280.19%15,348CommonSOLE
68389X105ORCLORACLE CORP$514,7070.18%4,322CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$506,2390.17%3,401CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$496,0690.17%5,064CommonSOLE
718172109PMPHILIP MORRIS INTL INC$474,9720.16%4,866CommonSOLE
438516106HONHONEYWELL INTL INC$469,6160.16%2,263CommonSOLE
025816109AXPAMERICAN EXPRESS CO$467,7270.16%2,685CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$451,5560.15%1,400CommonSOLE
103304101BYDBOYD GAMING CORP$429,4000.15%6,190CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$413,7250.14%6,500CommonSOLE
291011104EMREMERSON ELEC CO$410,1900.14%4,538CommonSOLE
780259305SHELSHELL PLC$383,8960.13%6,358CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$382,6970.13%5,735CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$375,0920.13%2,011CommonSOLE
58155Q103MCKMCKESSON CORP$374,3240.13%876CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$357,1950.12%3,987CommonSOLE
172967424CCITIGROUP INC$345,9910.12%7,515CommonSOLE
136375102CNICANADIAN NATL RY CO$317,2030.11%2,620CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$302,2810.10%4,828CommonSOLE
H1467J104CBCHUBB LIMITED$299,2380.10%1,554CommonSOLE
231021106CMICUMMINS INC$297,8690.10%1,215CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$291,1220.10%4,804CommonSOLE
254687106DISDISNEY WALT CO$273,7320.09%3,066CommonSOLE
191216100KOCOCA COLA CO$267,3770.09%4,440CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$265,8880.09%6,463CommonSOLE
384802104GWWGRAINGER W W INC$263,3890.09%334CommonSOLE
071813109BAXBAXTER INTL INC$259,6920.09%5,700CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$258,9300.09%4,500CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$255,4670.09%4,504CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$248,9020.08%5,514CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$246,1300.08%1,000CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$242,8970.08%1,733CommonSOLE
032654105ADIANALOG DEVICES INC$242,5380.08%1,245CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$239,0070.08%1,553CommonSOLE
244199105DEDEERE & CO$235,4150.08%581CommonSOLE
126408103CSXCSX CORP$233,5170.08%6,848CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$233,0230.08%6,040CommonSOLE
34959E109FTNTFORTINET INC$230,8520.08%3,054CommonSOLE
90384S303ULTAULTA BEAUTY INC$230,1210.08%489CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$229,1260.08%977CommonSOLE
418056107HASHASBRO INC$227,7310.08%3,516CommonSOLE
125523100CITHE CIGNA GROUP$221,1130.08%788CommonSOLE
876030107TPRTAPESTRY INC$220,4630.07%5,151CommonSOLE
46266C105IQVIQVIA HLDGS INC$219,8250.07%978CommonSOLE
98978V103ZTSZOETIS INC$213,0240.07%1,237CommonSOLE
947890109WBSWEBSTER FINL CORP$201,5850.07%5,340CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.