Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: Feb 7, 2018

Total Value ($000): $199,367 (100.0% shares, 0.0% debt)

Holdings (164)

AAPL APPLE INC 6.7%
Value ($000) $13,334 Shares 78,793 Est. Cost $39.08 Unrealized 0.0%
MSFT MICROSOFT CORP 4.3%
Value ($000) $8,494 Shares 99,293 Est. Cost $75.26 Unrealized 0.0%
CVX CHEVRON CORP NEW 3.5%
Value ($000) $6,983 Shares 55,779 Est. Cost $83.55 Unrealized 0.0%
GOOGL ALPHABET INC 3.4%
Value ($000) $6,728 Shares 6,387 Est. Cost $51.24 Unrealized 0.0%
AMZN AMAZON COM INC 3.1%
Value ($000) $6,261 Shares 5,354 Est. Cost $55.02 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $5,925 Shares 55,401 Est. Cost $81.33 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $5,865 Shares 29,587 Est. Cost $189.88 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $5,722 Shares 40,954 Est. Cost $110.98 Unrealized 0.0%
PFE PFIZER INC 2.7%
Value ($000) $5,473 Shares 151,112 Est. Cost $23.80 Unrealized 0.0%
CSCO CISCO SYS INC 2.6%
Value ($000) $5,140 Shares 134,195 Est. Cost $27.97 Unrealized 0.0%
GENERAL ELECTRIC CO 2.4%
Value ($000) $4,687 Shares 268,569 Est. Cost $17.45 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $4,264 Shares 50,983 Est. Cost $57.12 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $3,439 Shares 10,712 Est. Cost $253.57 Unrealized 0.0%
T AT&T INC 1.7%
Value ($000) $3,432 Shares 88,273 Est. Cost $15.25 Unrealized 0.0%
INTC INTEL CORP 1.7%
Value ($000) $3,381 Shares 73,254 Est. Cost $36.55 Unrealized 0.0%
MRK MERCK & CO INC 1.6%
Value ($000) $3,123 Shares 55,509 Est. Cost $43.00 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $2,997 Shares 30,183 Est. Cost $85.24 Unrealized 0.0%
COP CONOCOPHILLIPS 1.5%
Value ($000) $2,992 Shares 54,506 Est. Cost $39.65 Unrealized 0.0%
UNP UNION PAC CORP 1.4%
Value ($000) $2,879 Shares 21,467 Est. Cost $100.79 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $2,686 Shares 50,754 Est. Cost $31.96 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $2,491 Shares 11,301 Est. Cost $186.06 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.2%
Value ($000) $2,309 Shares 18,099 Est. Cost $127.58 Unrealized
BA BOEING CO 1.1%
Value ($000) $2,283 Shares 7,743 Est. Cost $257.40 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $2,238 Shares 21,183 Est. Cost $69.58 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $2,144 Shares 29,926 Est. Cost $55.90 Unrealized 0.0%
DOWDUPONT INC 1.0%
Value ($000) $2,042 Shares 28,677 Est. Cost $71.21 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,951 Shares 10,484 Est. Cost $154.45 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,875 Shares 20,402 Est. Cost $72.65 Unrealized 0.0%
F FORD MTR CO DEL 0.9%
Value ($000) $1,786 Shares 142,965 Est. Cost $8.01 Unrealized 0.0%
BAC BANK AMER CORP 0.8%
Value ($000) $1,626 Shares 55,070 Est. Cost $22.78 Unrealized 0.0%
STC STEWART INFORMATION SVCS COR 0.8%
Value ($000) $1,607 Shares 38,000 Est. Cost $39.48 Unrealized 0.0%
AMGN AMGEN INC 0.8%
Value ($000) $1,578 Shares 9,074 Est. Cost $138.21 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.8%
Value ($000) $1,545 Shares 18,371 Est. Cost $62.65 Unrealized 0.0%
ALPS ETF TR 0.8%
Value ($000) $1,544 Shares 143,129 Est. Cost $10.79 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $1,526 Shares 23,829 Est. Cost $49.00 Unrealized 0.0%
AETNA INC NEW 0.8%
Value ($000) $1,506 Shares 8,346 Est. Cost $180.45 Unrealized
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,373 Shares 22,627 Est. Cost $45.09 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL 0.7%
Value ($000) $1,325 Shares 17,991 Est. Cost $55.11 Unrealized 0.0%
META FACEBOOK INC 0.6%
Value ($000) $1,278 Shares 7,243 Est. Cost $175.52 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,205 Shares 11,534 Est. Cost $77.65 Unrealized 0.0%
MS MORGAN STANLEY 0.6%
Value ($000) $1,198 Shares 22,824 Est. Cost $39.73 Unrealized 0.0%
PSX PHILLIPS 66 0.6%
Value ($000) $1,146 Shares 11,331 Est. Cost $69.29 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.5%
Value ($000) $1,057 Shares 15,475 Est. Cost $68.30 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $996 Shares 21,056 Est. Cost $43.49 Unrealized 0.0%
ELV ANTHEM INC 0.5%
Value ($000) $950 Shares 4,224 Est. Cost $191.44 Unrealized 0.0%
MPC MARATHON PETE CORP 0.5%
Value ($000) $934 Shares 14,157 Est. Cost $47.48 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $888 Shares 5,790 Est. Cost $102.11 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $881 Shares 842 Est. Cost $50.52 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $871 Shares 14,210 Est. Cost $46.46 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $867 Shares 11,770 Est. Cost $72.14 Unrealized 0.0%
SYY SYSCO CORP 0.4%
Value ($000) $825 Shares 13,583 Est. Cost $45.82 Unrealized 0.0%
BROADCOM LTD 0.4%
Value ($000) $809 Shares 3,150 Est. Cost $256.83 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $769 Shares 10,765 Est. Cost $36.64 Unrealized 0.0%
CELGENE CORP 0.4%
Value ($000) $757 Shares 7,254 Est. Cost $104.36 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $755 Shares 18,859 Est. Cost $30.68 Unrealized 0.0%
TGT TARGET CORP 0.4%
Value ($000) $745 Shares 11,416 Est. Cost $48.06 Unrealized 0.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $737 Shares 3,810 Est. Cost $4.91 Unrealized 0.0%
MAS MASCO CORP 0.4%
Value ($000) $736 Shares 16,750 Est. Cost $35.80 Unrealized 0.0%
MMM 3M CO 0.4%
Value ($000) $720 Shares 3,057 Est. Cost $144.97 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $712 Shares 4,135 Est. Cost $138.65 Unrealized 0.0%
RRR RED ROCK RESORTS INC 0.4%
Value ($000) $706 Shares 20,935 Est. Cost $27.88 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $702 Shares 5,850 Est. Cost $88.99 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.4%
Value ($000) $698 Shares 4,140 Est. Cost $140.96 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $693 Shares 7,170 Est. Cost $66.89 Unrealized 0.0%
SWITCH INC 0.3%
Value ($000) $692 Shares 38,025 Est. Cost $18.20 Unrealized
WDC WESTERN DIGITAL CORP 0.3%
Value ($000) $684 Shares 8,600 Est. Cost $58.49 Unrealized 0.0%
TIME WARNER INC 0.3%
Value ($000) $680 Shares 7,434 Est. Cost $91.47 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $668 Shares 9,615 Est. Cost $56.22 Unrealized 0.0%
R RYDER SYS INC 0.3%
Value ($000) $665 Shares 7,900 Est. Cost $81.68 Unrealized 0.0%
FISV FISERV INC 0.3%
Value ($000) $664 Shares 5,065 Est. Cost $64.57 Unrealized 0.0%
OKE ONEOK INC NEW 0.3%
Value ($000) $657 Shares 12,295 Est. Cost $32.07 Unrealized 0.0%
ANSYS INC 0.3%
Value ($000) $652 Shares 4,415 Est. Cost $147.68 Unrealized
ZION ZIONS BANCORPORATION 0.3%
Value ($000) $649 Shares 12,775 Est. Cost $47.89 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $645 Shares 16,923 Est. Cost $32.46 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value ($000) $645 Shares 3,401 Est. Cost $141.67 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $627 Shares 6,830 Est. Cost $63.39 Unrealized 0.0%
UNM UNUM GROUP 0.3%
Value ($000) $626 Shares 11,413 Est. Cost $53.68 Unrealized 0.0%
NORDSTROM INC 0.3%
Value ($000) $625 Shares 13,195 Est. Cost $47.37 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $616 Shares 2,512 Est. Cost $245.22 Unrealized
RAYTHEON CO 0.3%
Value ($000) $614 Shares 3,270 Est. Cost $187.77 Unrealized
BYD BOYD GAMING CORP 0.3%
Value ($000) $605 Shares 17,260 Est. Cost $28.48 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $586 Shares 14,005 Est. Cost $42.98 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $581 Shares 17,644 Est. Cost $32.93 Unrealized
SEAGATE TECHNOLOGY PLC 0.3%
Value ($000) $567 Shares 13,550 Est. Cost $41.85 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $558 Shares 9,714 Est. Cost $47.41 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $556 Shares 13,870 Est. Cost $32.34 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $537 Shares 7,115 Est. Cost $60.29 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $527 Shares 8,600 Est. Cost $48.46 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $524 Shares 7,220 Est. Cost $72.58 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $521 Shares 3,072 Est. Cost $130.86 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value ($000) $519 Shares 5,582 Est. Cost $71.24 Unrealized 0.0%
EBAY EBAY INC 0.3%
Value ($000) $506 Shares 13,395 Est. Cost $33.03 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $506 Shares 3,305 Est. Cost $128.56 Unrealized 0.0%
MDT MEDTRONIC PLC 0.3%
Value ($000) $504 Shares 6,244 Est. Cost $64.98 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $480 Shares 3,979 Est. Cost $90.90 Unrealized 0.0%
MET METLIFE INC 0.2%
Value ($000) $478 Shares 9,450 Est. Cost $39.89 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $469 Shares 2,303 Est. Cost $170.35 Unrealized 0.0%
CB CHUBB LIMITED 0.2%
Value ($000) $467 Shares 3,198 Est. Cost $129.55 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $466 Shares 2,985 Est. Cost $31.53 Unrealized 0.0%
GDEN GOLDEN ENTMT INC 0.2%
Value ($000) $464 Shares 14,200 Est. Cost $26.28 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $455 Shares 5,500 Est. Cost $82.73 Unrealized
SNY SANOFI 0.2%
Value ($000) $450 Shares 10,476 Est. Cost $42.96 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $444 Shares 2,584 Est. Cost $147.40 Unrealized 0.0%
CSX CSX CORP 0.2%
Value ($000) $441 Shares 8,024 Est. Cost $15.87 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $439 Shares 6,059 Est. Cost $56.24 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 0.2%
Value ($000) $438 Shares 5,340 Est. Cost $65.25 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $436 Shares 2,846 Est. Cost $113.37 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $421 Shares 4,982 Est. Cost $75.28 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $416 Shares 9,714 Est. Cost $34.48 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $409 Shares 6,105 Est. Cost $66.99 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $402 Shares 10,205 Est. Cost $21.66 Unrealized 0.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $385 Shares 3,578 Est. Cost $97.30 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $382 Shares 1,244 Est. Cost $263.02 Unrealized 0.0%
MONSANTO CO NEW 0.2%
Value ($000) $371 Shares 3,180 Est. Cost $116.67 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $366 Shares 6,150 Est. Cost $49.72 Unrealized 0.0%
NVS NOVARTIS A G 0.2%
Value ($000) $363 Shares 4,326 Est. Cost $83.91 Unrealized
NKE NIKE INC 0.2%
Value ($000) $363 Shares 5,800 Est. Cost $51.78 Unrealized 0.0%
DISCOVER FINL SVCS 0.2%
Value ($000) $360 Shares 4,678 Est. Cost $76.96 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $351 Shares 3,735 Est. Cost $81.15 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $342 Shares 7,460 Est. Cost $35.63 Unrealized 0.0%
BLACKROCK INC 0.2%
Value ($000) $338 Shares 658 Est. Cost $513.68 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $338 Shares 5,916 Est. Cost $48.12 Unrealized 0.0%
BIIB BIOGEN INC 0.2%
Value ($000) $336 Shares 1,054 Est. Cost $320.80 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $323 Shares 3,966 Est. Cost $72.87 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $321 Shares 4,759 Est. Cost $51.22 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $321 Shares 3,496 Est. Cost $59.68 Unrealized 0.0%
PRAXAIR INC 0.2%
Value ($000) $318 Shares 2,053 Est. Cost $154.90 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $317 Shares 1,938 Est. Cost $163.57 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $316 Shares 3,600 Est. Cost $20.35 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $313 Shares 2,728 Est. Cost $93.55 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $304 Shares 1,421 Est. Cost $185.44 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.2%
Value ($000) $301 Shares 9,000 Est. Cost $30.79 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $301 Shares 2,644 Est. Cost $104.38 Unrealized 0.0%
SHV ISHARES TR 0.1%
Value ($000) $297 Shares 2,698 Est. Cost $110.08 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $292 Shares 7,133 Est. Cost $37.86 Unrealized 0.0%
IBB ISHARES TR 0.1%
Value ($000) $288 Shares 2,700 Est. Cost $106.67 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $285 Shares 4,158 Est. Cost $43.94 Unrealized 0.0%
SWX SOUTHWEST GAS HOLDINGS INC 0.1%
Value ($000) $282 Shares 3,500 Est. Cost $81.18 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $276 Shares 3,492 Est. Cost $66.26 Unrealized 0.0%
ALKS ALKERMES PLC 0.1%
Value ($000) $271 Shares 4,948 Est. Cost $51.03 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $268 Shares 3,602 Est. Cost $56.47 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $267 Shares 2,214 Est. Cost $87.60 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $264 Shares 3,000 Est. Cost $74.68 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $253 Shares 1,865 Est. Cost $110.50 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $252 Shares 1,609 Est. Cost $123.74 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $246 Shares 985 Est. Cost $199.05 Unrealized 0.0%
DEO DIAGEO P L C 0.1%
Value ($000) $240 Shares 1,645 Est. Cost $145.90 Unrealized
INGERSOLL-RAND PLC 0.1%
Value ($000) $233 Shares 2,612 Est. Cost $89.20 Unrealized
UNILEVER N V 0.1%
Value ($000) $233 Shares 4,140 Est. Cost $56.28 Unrealized
IDA IDACORP INC 0.1%
Value ($000) $232 Shares 2,542 Est. Cost $93.46 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $229 Shares 1,000 Est. Cost $190.09 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $228 Shares 2,490 Est. Cost $75.72 Unrealized 0.0%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $225 Shares 6,330 Est. Cost $35.55 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $222 Shares 1,285 Est. Cost $172.76 Unrealized
TDOC TELADOC INC 0.1%
Value ($000) $221 Shares 6,345 Est. Cost $33.21 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $215 Shares 3,237 Est. Cost $51.71 Unrealized 0.0%
TOTAL S A 0.1%
Value ($000) $210 Shares 3,795 Est. Cost $55.34 Unrealized
CYRUSONE INC 0.1%
Value ($000) $207 Shares 3,472 Est. Cost $59.62 Unrealized
ORBOTECH LTD 0.1%
Value ($000) $206 Shares 4,100 Est. Cost $50.24 Unrealized
BEN FRANKLIN RES INC 0.1%
Value ($000) $202 Shares 4,651 Est. Cost $27.68 Unrealized 0.0%
VONAGE HLDGS CORP 0.1%
Value ($000) $187 Shares 18,400 Est. Cost $10.16 Unrealized
AES AES CORP 0.1%
Value ($000) $163 Shares 15,057 Est. Cost $8.06 Unrealized 0.0%
MCDERMOTT INTL INC 0.0%
Value ($000) $90 Shares 13,700 Est. Cost $6.57 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $83 Shares 17,879 Est. Cost $4.64 Unrealized