MondegarAI
Buckley Wealth Management, LLC

Q2 2024 · 13F-HR

Buckley Wealth Management, LLCholdings as filed

Filed 2024-07-24 · accession 0001085146-24-003197

$315.5M
Reported value
101
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$35.6M11.3%168,849CommonSOLE
594918104MSFTMICROSOFT CORP$32.0M10.2%71,661CommonSOLE
166764100CVXCHEVRON CORP NEW$17.8M5.64%113,666CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.8M5.33%41,376CommonSOLE
02079K305GOOGLALPHABET INC$15.9M5.04%87,286CommonSOLE
023135106AMZNAMAZON COM INC$15.0M4.74%77,451CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.0M4.13%64,502CommonSOLE
30231G102XOMEXXON MOBIL CORP$11.8M3.74%102,548CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.1M2.90%55,453CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.1M2.88%10,704CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.7M2.74%59,242CommonSOLE
031162100AMGNAMGEN INC$8.2M2.59%26,185CommonSOLE
58933Y105MRKMERCK & CO INC$7.8M2.48%63,180CommonSOLE
17275R102CSCOCISCO SYS INC$7.6M2.40%159,521CommonSOLE
458140100INTCINTEL CORP$4.9M1.55%157,553CommonSOLE
717081103PFEPFIZER INC$4.0M1.26%142,222CommonSOLE
437076102HDHOME DEPOT INC$3.9M1.24%11,332CommonSOLE
260557103DOWDOW INC$3.9M1.23%73,176CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.7M1.17%45,963CommonSOLE
451107106IDAIDACORP INC$3.5M1.12%37,790CommonSOLE
149123101CATCATERPILLAR INC$3.1M0.99%9,352CommonSOLE
88579Y101MMM3M CO$3.0M0.96%29,539CommonSOLE
00287Y109ABBVABBVIE INC$2.8M0.89%16,354CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.8M0.88%39,066CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M0.82%20,965CommonSOLE
00206R102TAT&T INC$2.5M0.80%131,700CommonSOLE
56585A102MPCMARATHON PETE CORP$2.3M0.73%13,360CommonSOLE
G54950103LINLINDE PLC$2.3M0.72%5,154CommonSOLE
872540109TJXTJX COS INC NEW$2.1M0.66%19,018CommonSOLE
548661107LOWLOWES COS INC$2.1M0.66%9,465CommonSOLE
060505104BACBANK AMERICA CORP$1.8M0.57%45,533CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.56%3,781CommonSOLE
11135F101AVGOBROADCOM INC$1.7M0.53%1,046CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.52%3,213CommonSOLE
747525103QCOMQUALCOMM INC$1.6M0.50%7,866CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.47%8,123CommonSOLE
882508104TXNTEXAS INSTRS INC$1.4M0.43%7,011CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.40%30,045CommonSOLE
87612G101TRGPTARGA RES CORP$1.3M0.40%9,860CommonSOLE
G29183103ETNEATON CORP PLC$1.2M0.40%3,975CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.39%3,784CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.2M0.38%2,213CommonSOLE
92826C839VVISA INC$1.2M0.38%4,540CommonSOLE
03073E105CORCENCORA INC$1.2M0.38%5,265CommonSOLE
783549108RRYDER SYS INC$1.2M0.38%9,555CommonSOLE
871829107SYYSYSCO CORP$1.2M0.37%16,538CommonSOLE
31428X106FDXFEDEX CORP$1.2M0.37%3,935CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.37%14,320CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.36%5,515CommonSOLE
501044101KRKROGER CO$1.1M0.35%22,090CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.34%2,460CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.1M0.34%10,987CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.1M0.34%6,885CommonSOLE
87612E106TGTTARGET CORP$1.1M0.34%7,270CommonSOLE
580135101MCDMCDONALDS CORP$1.0M0.32%3,996CommonSOLE
713448108PEPPEPSICO INC$949,9970.30%5,760CommonSOLE
58155Q103MCKMCKESSON CORP$937,3840.30%1,605CommonSOLE
369604301GEGE AEROSPACE$933,9490.30%5,875CommonSOLE
617446448MSMORGAN STANLEY$915,4330.29%9,419CommonSOLE
55354G100MSCIMSCI INC$915,3250.29%1,900CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$915,1900.29%4,726CommonSOLE
872590104TMUST-MOBILE US INC$911,0270.29%5,171CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$884,4990.28%3,287CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$824,9720.26%2,719CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$810,3510.26%761CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$761,8040.24%62,985CommonSOLE
G5960L103MDTMEDTRONIC PLC$745,9350.24%9,477CommonSOLE
907818108UNPUNION PAC CORP$705,4790.22%3,118CommonSOLE
88160R101TSLATESLA INC$704,2550.22%3,559CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$687,5790.22%3,263CommonSOLE
609207105MDLZMONDELEZ INTL INC$657,9990.21%10,055CommonSOLE
12514G108CDWCDW CORP$650,0310.21%2,904CommonSOLE
68389X105ORCLORACLE CORP$635,4000.20%4,500CommonSOLE
G25508105CRHCRH PLC$634,8560.20%8,467CommonSOLE
12572Q105CMECME GROUP INC$616,1440.20%3,134CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$591,0550.19%14,232CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$581,2330.18%3,740CommonSOLE
09247X101BLKCHFBLACKROCK INC$553,4860.18%703CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$542,7840.17%1,200CommonSOLE
92939U106WECWEC ENERGY GROUP INC$496,5730.16%6,329CommonSOLE
756109104OREALTY INCOME CORP$489,8530.16%9,274CommonSOLE
718172109PMPHILIP MORRIS INTL INC$478,6830.15%4,724CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$464,8280.15%2,800CommonSOLE
532457108LLYELI LILLY & CO$443,6360.14%490CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$422,2800.13%6,000CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$401,2230.13%6,463CommonSOLE
83444M101SOLVSOLVENTUM CORP$381,1060.12%7,207CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$370,9000.12%1,852CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$368,9550.12%4,791CommonSOLE
103304101BYDBOYD GAMING CORP$338,8650.11%6,150CommonSOLE
369550108GDGENERAL DYNAMICS CORP$290,1400.09%1,000CommonSOLE
191216100KOCOCA COLA CO$289,4170.09%4,547CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$275,7570.09%1,700CommonSOLE
025816109AXPAMERICAN EXPRESS CO$263,2720.08%1,137CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$259,8400.08%3,500CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$257,2800.08%1,000CommonSOLE
36828A101GEVGE VERNOVA INC$249,3760.08%1,454CommonSOLE
172967424CCITIGROUP INC$219,0640.07%3,452CommonSOLE
20030N101CMCSACOMCAST CORP NEW$209,3490.07%5,346CommonSOLE
30303M102METAMETA PLATFORMS INC$208,7470.07%414CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$206,5230.07%924CommonSOLE

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.