Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Buckley Wealth Management, LLC

Q3 2023 · 13F-HR

Buckley Wealth Management, LLCholdings as filed

Filed 2023-10-13 · accession 0001085146-23-003702

$267.3M
Reported value
96
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$29.0M10.8%169,170CommonSOLE
594918104MSFTMICROSOFT CORP$23.5M8.80%74,519CommonSOLE
166764100CVXCHEVRON CORP NEW$18.4M6.90%109,357CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.7M5.48%41,842CommonSOLE
02079K305GOOGLALPHABET INC$11.8M4.40%89,915CommonSOLE
023135106AMZNAMAZON COM INC$10.1M3.77%79,206CommonSOLE
30231G102XOMEXXON MOBIL CORP$10.0M3.74%84,935CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$9.8M3.66%67,422CommonSOLE
17275R102CSCOCISCO SYS INC$8.6M3.21%159,740CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.5M3.18%58,271CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.6M2.86%49,002CommonSOLE
031162100AMGNAMGEN INC$7.2M2.69%26,765CommonSOLE
58933Y105MRKMERCK & CO INC$6.6M2.46%63,923CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.4M2.39%11,288CommonSOLE
717081103PFEPFIZER INC$5.5M2.06%166,395CommonSOLE
458140100INTCINTEL CORP$4.8M1.78%133,725CommonSOLE
437076102HDHOME DEPOT INC$3.6M1.34%11,857CommonSOLE
260557103DOWDOW INC$3.6M1.33%69,105CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.3M1.23%44,120CommonSOLE
149123101CATCATERPILLAR INC$2.6M0.96%9,372CommonSOLE
651639106NEMNEWMONT CORP$2.6M0.96%69,225CommonSOLE
56585A102MPCMARATHON PETE CORP$2.5M0.94%16,685CommonSOLE
00287Y109ABBVABBVIE INC$2.4M0.91%16,302CommonSOLE
00206R102TAT&T INC$2.4M0.91%161,700CommonSOLE
548661107LOWLOWES COS INC$2.0M0.77%9,853CommonSOLE
G54950103LINLINDE PLC$2.0M0.75%5,415CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M0.74%34,525CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.71%3,761CommonSOLE
872540109TJXTJX COS INC NEW$1.7M0.64%19,298CommonSOLE
88579Y101MMM3M CO$1.7M0.64%18,301CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.6M0.60%3,900CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.5M0.58%37,700CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.57%26,298CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.51%3,127CommonSOLE
060505104BACBANK AMERICA CORP$1.3M0.50%48,443CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.48%9,670CommonSOLE
783549108RRYDER SYS INC$1.2M0.45%11,135CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.42%4,260CommonSOLE
92826C839VVISA INC$1.1M0.41%4,723CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.1M0.40%7,615CommonSOLE
969457100WMBWILLIAMS COS INC$1.0M0.39%30,865CommonSOLE
713448108PEPPEPSICO INC$1.0M0.39%6,136CommonSOLE
03073E105CORCENCORA INC$1.0M0.39%5,735CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.38%2,590CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.0M0.38%11,797CommonSOLE
11135F101AVGOBROADCOM INC$1.0M0.38%1,210CommonSOLE
369604301GEGENERAL ELECTRIC CO$997,7140.37%9,025CommonSOLE
444859102HUMHUMANA INC$973,0400.36%2,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$966,7820.36%3,148CommonSOLE
451107106IDAIDACORP INC$955,2300.36%10,200CommonSOLE
55354G100MSCIMSCI INC$949,1980.36%1,850CommonSOLE
036752103ELVELEVANCE HEALTH INC$941,3780.35%2,162CommonSOLE
580135101MCDMCDONALDS CORP$933,9420.35%3,545CommonSOLE
871829107SYYSYSCO CORP$928,1530.35%14,052CommonSOLE
882508104TXNTEXAS INSTRS INC$923,0530.35%5,805CommonSOLE
682680103OKEONEOK INC NEW$894,0460.33%14,095CommonSOLE
747525103QCOMQUALCOMM INC$874,5980.33%7,875CommonSOLE
88160R101TSLATESLA INC$865,5110.32%3,459CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$819,0870.31%9,455CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$812,8110.30%4,942CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$800,0740.30%3,943CommonSOLE
617446448MSMORGAN STANLEY$795,2210.30%9,737CommonSOLE
87612E106TGTTARGET CORP$787,2580.29%7,120CommonSOLE
G5960L103MDTMEDTRONIC PLC$775,9210.29%9,902CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$774,5070.29%27,870CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$741,2590.28%33,330CommonSOLE
609207105MDLZMONDELEZ INTL INC$737,9300.28%10,633CommonSOLE
907818108UNPUNION PAC CORP$708,8360.27%3,481CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$691,3270.26%1,103CommonSOLE
12572Q105CMECME GROUP INC$653,1180.24%3,262CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$646,2590.24%3,396CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$633,7460.24%3,170CommonSOLE
12514G108CDWCDW CORP$608,5080.23%3,016CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$581,3650.22%4,055CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$560,1830.21%43,425CommonSOLE
92939U106WECWEC ENERGY GROUP INC$534,6910.20%6,638CommonSOLE
126650100CVSCVS HEALTH CORP$521,5550.20%7,470CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$492,8330.18%11,933CommonSOLE
756109104OREALTY INCOME CORP$485,3670.18%9,719CommonSOLE
09247X101BLKCHFBLACKROCK INC$473,2310.18%732CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$472,7030.18%3,888CommonSOLE
68389X105ORCLORACLE CORP$457,9980.17%4,324CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$452,9980.17%1,400CommonSOLE
718172109PMPHILIP MORRIS INTL INC$450,6790.17%4,868CommonSOLE
438516106HONHONEYWELL INTL INC$415,4800.16%2,249CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$392,6650.15%6,500CommonSOLE
103304101BYDBOYD GAMING CORP$376,5380.14%6,190CommonSOLE
20030N101CMCSACOMCAST CORP NEW$363,2780.14%8,193CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$330,2990.12%5,650CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$322,5550.12%6,109CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$283,0790.11%6,463CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$272,7000.10%4,500CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$251,3300.09%1,000CommonSOLE
191216100KOCOCA COLA CO$248,5510.09%4,440CommonSOLE
099724106BWABORGWARNER INC$223,3670.08%5,533CommonSOLE
291011104EMREMERSON ELEC CO$210,3290.08%2,178CommonSOLE

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.