MondegarAI
Buckley Wealth Management, LLC

Q3 2024 · 13F-HR

Buckley Wealth Management, LLCholdings as filed

Filed 2024-10-18 · accession 0001085146-24-004994

$324.6M
Reported value
97
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$38.2M11.8%163,769CommonSOLE
594918104MSFTMICROSOFT CORP$30.5M9.40%70,931CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$18.7M5.75%40,565CommonSOLE
166764100CVXCHEVRON CORP NEW$17.2M5.29%116,676CommonSOLE
023135106AMZNAMAZON COM INC$14.5M4.47%77,893CommonSOLE
02079K305GOOGLALPHABET INC$14.4M4.43%86,626CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.5M4.15%63,834CommonSOLE
30231G102XOMEXXON MOBIL CORP$12.3M3.79%104,976CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.4M2.91%58,269CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.4M2.91%54,454CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.1M2.81%10,302CommonSOLE
031162100AMGNAMGEN INC$8.1M2.49%25,135CommonSOLE
17275R102CSCOCISCO SYS INC$8.0M2.48%151,042CommonSOLE
58933Y105MRKMERCK & CO INC$7.0M2.16%61,680CommonSOLE
437076102HDHOME DEPOT INC$4.3M1.33%10,618CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.1M1.26%45,990CommonSOLE
260557103DOWDOW INC$4.1M1.25%74,516CommonSOLE
88579Y101MMM3M CO$4.0M1.24%29,389CommonSOLE
451107106IDAIDACORP INC$3.7M1.13%35,590CommonSOLE
149123101CATCATERPILLAR INC$3.7M1.13%9,347CommonSOLE
717081103PFEPFIZER INC$3.6M1.11%124,726CommonSOLE
00287Y109ABBVABBVIE INC$3.3M1.00%16,502CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.3M1.00%38,476CommonSOLE
458140100INTCINTEL CORP$3.0M0.93%128,443CommonSOLE
548661107LOWLOWES COS INC$2.7M0.83%9,989CommonSOLE
00206R102TAT&T INC$2.6M0.82%120,400CommonSOLE
G54950103LINLINDE PLC$2.5M0.78%5,289CommonSOLE
56585A102MPCMARATHON PETE CORP$2.3M0.72%14,250CommonSOLE
872540109TJXTJX COS INC NEW$2.3M0.71%19,547CommonSOLE
11135F101AVGOBROADCOM INC$2.2M0.68%12,748CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.1M0.66%3,670CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.1M0.66%17,599CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.59%3,276CommonSOLE
060505104BACBANK AMERICA CORP$1.9M0.58%47,696CommonSOLE
92826C839VVISA INC$1.7M0.52%6,135CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.47%3,945CommonSOLE
87612G101TRGPTARGA RES CORP$1.5M0.45%9,925CommonSOLE
882508104TXNTEXAS INSTRS INC$1.4M0.45%7,014CommonSOLE
086516101BBYBEST BUY INC$1.4M0.45%13,990CommonSOLE
743315103PGRPROGRESSIVE CORP$1.4M0.44%5,575CommonSOLE
783549108RRYDER SYS INC$1.4M0.43%9,660CommonSOLE
871829107SYYSYSCO CORP$1.4M0.43%18,038CommonSOLE
172967424CCITIGROUP INC$1.4M0.43%22,067CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.42%30,130CommonSOLE
G29183103ETNEATON CORP PLC$1.3M0.41%4,020CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.41%4,356CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.41%7,923CommonSOLE
682680103OKEONEOK INC NEW$1.3M0.41%14,485CommonSOLE
501044101KRKROGER CO$1.3M0.39%22,375CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.3M0.39%11,392CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.39%7,370CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.38%2,515CommonSOLE
03073E105CORCENCORA INC$1.2M0.37%5,345CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.2M0.36%2,225CommonSOLE
87612E106TGTTARGET CORP$1.1M0.35%7,345CommonSOLE
369604301GEGE AEROSPACE$1.1M0.35%5,995CommonSOLE
872590104TMUST-MOBILE US INC$1.1M0.34%5,368CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.34%6,421CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.34%3,975CommonSOLE
713448108PEPPEPSICO INC$1.0M0.31%5,946CommonSOLE
617446448MSMORGAN STANLEY$1.0M0.31%9,689CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$977,9570.30%4,925CommonSOLE
91913Y100VLOVALERO ENERGY CORP$976,9420.30%7,235CommonSOLE
88160R101TSLATESLA INC$931,1410.29%3,559CommonSOLE
G5960L103MDTMEDTRONIC PLC$871,7600.27%9,683CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$825,0220.25%2,334CommonSOLE
G25508105CRHCRH PLC$806,6530.25%8,698CommonSOLE
907818108UNPUNION PAC CORP$799,3350.25%3,243CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$758,7290.23%3,401CommonSOLE
609207105MDLZMONDELEZ INTL INC$754,4540.23%10,241CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$753,2780.23%2,897CommonSOLE
12572Q105CMECME GROUP INC$714,6850.22%3,239CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$686,7040.21%3,811CommonSOLE
12514G108CDWCDW CORP$685,2360.21%3,028CommonSOLE
92939U106WECWEC ENERGY GROUP INC$625,4590.19%6,503CommonSOLE
718172109PMPHILIP MORRIS INTL INC$614,1630.19%5,059CommonSOLE
756109104OREALTY INCOME CORP$599,3190.18%9,450CommonSOLE
58155Q103MCKMCKESSON CORP$595,7760.18%1,205CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$594,1320.18%1,200CommonSOLE
701094104PHPARKER-HANNIFIN CORP$568,6380.18%900CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$497,8420.15%9,622CommonSOLE
532457108LLYELI LILLY & CO$466,8900.14%527CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$420,4320.13%5,700CommonSOLE
83444M101SOLVSOLVENTUM CORP$420,4120.13%6,030CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$401,4860.12%4,791CommonSOLE
103304101BYDBOYD GAMING CORP$387,9000.12%6,000CommonSOLE
36828A101GEVGE VERNOVA INC$325,6090.10%1,277CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$303,5480.09%1,850CommonSOLE
369550108GDGENERAL DYNAMICS CORP$302,2000.09%1,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$297,5060.09%1,097CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$271,7520.08%3,142CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$261,5900.08%3,500CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$257,6900.08%1,000CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$251,6980.08%924CommonSOLE
191216100KOCOCA COLA CO$247,1980.08%3,440CommonSOLE
30303M102METAMETA PLATFORMS INC$236,9900.07%414CommonSOLE
20030N101CMCSACOMCAST CORP NEW$223,3020.07%5,346CommonSOLE

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.