Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 1, 2019

Total Value ($000): $193,965 (100.0% shares, 0.0% debt)

Holdings (137)

AAPL APPLE INC 7.4%
Value ($000) $14,381 Shares 91,170 Est. Cost $40.07 Unrealized +14.8%
MSFT MICROSOFT CORP 5.5%
Value ($000) $10,651 Shares 104,862 Est. Cost $76.22 Unrealized +31.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.5%
Value ($000) $8,710 Shares 42,658 Est. Cost $191.70 Unrealized +9.0%
AMZN AMAZON COM INC 4.1%
Value ($000) $7,912 Shares 5,268 Est. Cost $58.96 Unrealized +41.0%
CVX CHEVRON CORP NEW 3.8%
Value ($000) $7,351 Shares 67,568 Est. Cost $83.97 Unrealized +0.9%
GOOGL ALPHABET INC 3.5%
Value ($000) $6,851 Shares 6,556 Est. Cost $51.34 Unrealized +4.5%
PFE PFIZER INC 3.5%
Value ($000) $6,722 Shares 154,007 Est. Cost $23.81 Unrealized +26.1%
JPM JPMORGAN CHASE & CO 3.2%
Value ($000) $6,195 Shares 63,463 Est. Cost $82.17 Unrealized +6.5%
MRK MERCK & CO INC 3.2%
Value ($000) $6,192 Shares 81,042 Est. Cost $42.76 Unrealized +32.1%
CSCO CISCO SYS INC 3.0%
Value ($000) $5,901 Shares 136,180 Est. Cost $28.21 Unrealized +30.9%
XOM EXXON MOBIL CORP 3.0%
Value ($000) $5,873 Shares 86,120 Est. Cost $56.75 Unrealized -0.6%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $5,745 Shares 44,517 Est. Cost $110.45 Unrealized +3.3%
T AT&T INC 2.6%
Value ($000) $5,036 Shares 176,470 Est. Cost $15.01 Unrealized -6.6%
INTC INTEL CORP 2.1%
Value ($000) $4,074 Shares 86,817 Est. Cost $37.41 Unrealized +7.4%
AMGN AMGEN INC 1.8%
Value ($000) $3,524 Shares 18,102 Est. Cost $147.61 Unrealized +6.2%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $3,441 Shares 37,440 Est. Cost $69.26 Unrealized +7.9%
COP CONOCOPHILLIPS 1.7%
Value ($000) $3,235 Shares 51,886 Est. Cost $39.65 Unrealized +34.7%
UNP UNION PAC CORP 1.5%
Value ($000) $2,938 Shares 21,254 Est. Cost $101.21 Unrealized +24.9%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $2,755 Shares 49,004 Est. Cost $32.05 Unrealized +20.5%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $2,654 Shares 10,652 Est. Cost $186.06 Unrealized +26.3%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $2,520 Shares 9,625 Est. Cost $253.21 Unrealized -1.3%
BA BOEING CO 1.3%
Value ($000) $2,476 Shares 7,678 Est. Cost $258.72 Unrealized +29.5%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,383 Shares 11,699 Est. Cost $156.12 Unrealized +29.4%
DOWDUPONT INC 1.2%
Value ($000) $2,321 Shares 43,394 Est. Cost $68.31 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $1,855 Shares 29,658 Est. Cost $55.85 Unrealized -5.1%
STC STEWART INFORMATION SVCS COR 0.8%
Value ($000) $1,573 Shares 38,000 Est. Cost $39.48 Unrealized +6.3%
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $1,543 Shares 14,492 Est. Cost $127.43 Unrealized
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,478 Shares 22,142 Est. Cost $67.80 Unrealized -15.5%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,454 Shares 15,383 Est. Cost $79.13 Unrealized -0.0%
BAC BANK AMER CORP 0.7%
Value ($000) $1,439 Shares 58,413 Est. Cost $22.81 Unrealized -0.0%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $1,296 Shares 13,597 Est. Cost $85.24 Unrealized +11.5%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,192 Shares 20,949 Est. Cost $49.05 Unrealized +3.7%
ELV ANTHEM INC 0.6%
Value ($000) $1,071 Shares 4,077 Est. Cost $191.44 Unrealized +30.7%
OXY OCCIDENTAL PETE CORP DEL 0.5%
Value ($000) $1,008 Shares 16,416 Est. Cost $55.55 Unrealized +7.1%
GOOG ALPHABET INC 0.5%
Value ($000) $993 Shares 959 Est. Cost $51.17 Unrealized +3.8%
ORCL ORACLE CORP 0.5%
Value ($000) $983 Shares 21,781 Est. Cost $43.54 Unrealized -0.9%
MS MORGAN STANLEY 0.5%
Value ($000) $909 Shares 22,926 Est. Cost $39.73 Unrealized -11.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $890 Shares 10,580 Est. Cost $72.33 Unrealized +14.9%
MPC MARATHON PETE CORP 0.5%
Value ($000) $873 Shares 14,801 Est. Cost $47.78 Unrealized +13.5%
SYY SYSCO CORP 0.4%
Value ($000) $851 Shares 13,585 Est. Cost $45.90 Unrealized +21.4%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $841 Shares 18,258 Est. Cost $44.93 Unrealized -6.4%
PSX PHILLIPS 66 0.4%
Value ($000) $839 Shares 9,744 Est. Cost $69.47 Unrealized +5.5%
GENERAL ELECTRIC CO 0.4%
Value ($000) $818 Shares 108,041 Est. Cost $17.26 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $779 Shares 9,021 Est. Cost $61.46 Unrealized +4.0%
PEP PEPSICO INC 0.4%
Value ($000) $777 Shares 7,029 Est. Cost $88.35 Unrealized +2.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $761 Shares 4,035 Est. Cost $180.31 Unrealized +5.9%
NKE NIKE INC 0.4%
Value ($000) $758 Shares 10,225 Est. Cost $65.93 Unrealized +3.4%
F FORD MTR CO DEL 0.4%
Value ($000) $757 Shares 98,995 Est. Cost $7.98 Unrealized -22.2%
MCD MCDONALDS CORP 0.4%
Value ($000) $745 Shares 4,195 Est. Cost $138.59 Unrealized +8.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $740 Shares 11,294 Est. Cost $54.83 Unrealized +8.3%
FISV FISERV INC 0.4%
Value ($000) $693 Shares 9,430 Est. Cost $67.47 Unrealized +14.6%
HD HOME DEPOT INC 0.4%
Value ($000) $692 Shares 4,026 Est. Cost $143.74 Unrealized +4.6%
AVGO BROADCOM INC 0.4%
Value ($000) $688 Shares 2,706 Est. Cost $19.73 Unrealized -1.8%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $680 Shares 19,957 Est. Cost $30.60 Unrealized -0.6%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $660 Shares 9,655 Est. Cost $70.80 Unrealized
OKE ONEOK INC NEW 0.3%
Value ($000) $634 Shares 11,749 Est. Cost $32.18 Unrealized +22.1%
NORDSTROM INC 0.3%
Value ($000) $628 Shares 13,480 Est. Cost $47.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $621 Shares 5,462 Est. Cost $102.34 Unrealized -14.1%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $616 Shares 20,792 Est. Cost $32.22 Unrealized -12.4%
TJX TJX COS INC NEW 0.3%
Value ($000) $614 Shares 13,715 Est. Cost $46.19 Unrealized -0.7%
MMM 3M CO 0.3%
Value ($000) $600 Shares 3,147 Est. Cost $145.38 Unrealized -11.8%
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $592 Shares 11,369 Est. Cost $56.58 Unrealized -15.7%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $589 Shares 14,370 Est. Cost $32.42 Unrealized +16.4%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $579 Shares 2,518 Est. Cost $245.22 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $579 Shares 6,265 Est. Cost $72.29 Unrealized +17.1%
MDT MEDTRONIC PLC 0.3%
Value ($000) $574 Shares 6,311 Est. Cost $65.43 Unrealized +17.9%
TGT TARGET CORP 0.3%
Value ($000) $569 Shares 8,615 Est. Cost $48.06 Unrealized +31.7%
ANSYS INC 0.3%
Value ($000) $565 Shares 3,950 Est. Cost $147.68 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.3%
Value ($000) $559 Shares 6,650 Est. Cost $74.46 Unrealized +1.2%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $559 Shares 12,540 Est. Cost $47.67 Unrealized -11.4%
ILMN ILLUMINA INC 0.3%
Value ($000) $558 Shares 1,860 Est. Cost $309.79 Unrealized 0.0%
MSCI MSCI INC 0.3%
Value ($000) $553 Shares 3,750 Est. Cost $145.67 Unrealized -2.9%
DISCOVERY INC 0.3%
Value ($000) $547 Shares 23,720 Est. Cost $23.06 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $540 Shares 3,106 Est. Cost $31.61 Unrealized +16.0%
ZION ZIONS BANCORPORATION N A 0.3%
Value ($000) $539 Shares 13,225 Est. Cost $48.07 Unrealized -3.0%
ABBV ABBVIE INC 0.3%
Value ($000) $536 Shares 5,814 Est. Cost $66.89 Unrealized -3.1%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $532 Shares 7,155 Est. Cost $64.18 Unrealized +4.7%
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $529 Shares 5,350 Est. Cost $144.99 Unrealized -30.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $528 Shares 4,819 Est. Cost $98.73 Unrealized +10.5%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $518 Shares 3,675 Est. Cost $129.67 Unrealized +10.2%
CB CHUBB LIMITED 0.3%
Value ($000) $516 Shares 3,995 Est. Cost $128.38 Unrealized -10.8%
KO COCA COLA CO 0.3%
Value ($000) $511 Shares 10,788 Est. Cost $35.56 Unrealized +8.0%
MO ALTRIA GROUP INC 0.3%
Value ($000) $490 Shares 9,925 Est. Cost $36.64 Unrealized -9.6%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $476 Shares 5,500 Est. Cost $82.73 Unrealized
RRR RED ROCK RESORTS INC 0.2%
Value ($000) $466 Shares 22,935 Est. Cost $28.26 Unrealized -16.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $461 Shares 7,753 Est. Cost $59.90 Unrealized -11.7%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $445 Shares 4,342 Est. Cost $82.27 Unrealized +10.7%
CELGENE CORP 0.2%
Value ($000) $444 Shares 6,923 Est. Cost $102.44 Unrealized
PKG PACKAGING CORP AMER 0.2%
Value ($000) $438 Shares 5,250 Est. Cost $87.84 Unrealized -14.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $436 Shares 2,775 Est. Cost $169.90 Unrealized -10.5%
RAYTHEON CO 0.2%
Value ($000) $431 Shares 2,809 Est. Cost $187.77 Unrealized
BYD BOYD GAMING CORP 0.2%
Value ($000) $430 Shares 20,688 Est. Cost $29.42 Unrealized -15.3%
LLY LILLY ELI & CO 0.2%
Value ($000) $427 Shares 3,692 Est. Cost $75.28 Unrealized +34.7%
ABT ABBOTT LABS 0.2%
Value ($000) $422 Shares 5,831 Est. Cost $48.89 Unrealized +27.1%
R RYDER SYS INC 0.2%
Value ($000) $418 Shares 8,690 Est. Cost $80.30 Unrealized -28.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $410 Shares 3,101 Est. Cost $113.47 Unrealized +3.7%
NVDA NVIDIA CORP 0.2%
Value ($000) $409 Shares 3,062 Est. Cost $4.91 Unrealized -3.5%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $399 Shares 5,005 Est. Cost $72.90 Unrealized +2.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $393 Shares 9,807 Est. Cost $34.48 Unrealized +3.8%
V VISA INC 0.2%
Value ($000) $376 Shares 2,852 Est. Cost $109.56 Unrealized +19.9%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $369 Shares 2,902 Est. Cost $120.51 Unrealized -7.5%
META FACEBOOK INC 0.2%
Value ($000) $363 Shares 2,772 Est. Cost $175.61 Unrealized -18.1%
CYRUSONE INC 0.2%
Value ($000) $358 Shares 6,766 Est. Cost $57.29 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $358 Shares 2,992 Est. Cost $114.04 Unrealized -6.0%
IDA IDACORP INC 0.2%
Value ($000) $335 Shares 3,602 Est. Cost $90.51 Unrealized +7.9%
DE DEERE & CO 0.2%
Value ($000) $330 Shares 2,210 Est. Cost $128.42 Unrealized +2.6%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $326 Shares 2,618 Est. Cost $74.68 Unrealized +68.8%
O REALTY INCOME CORP 0.2%
Value ($000) $321 Shares 5,095 Est. Cost $42.39 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $318 Shares 2,656 Est. Cost $130.86 Unrealized -22.4%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $315 Shares 4,545 Est. Cost $51.28 Unrealized +9.2%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $315 Shares 6,345 Est. Cost $33.21 Unrealized +84.3%
CME CME GROUP INC 0.2%
Value ($000) $300 Shares 1,596 Est. Cost $132.50 Unrealized +7.3%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $294 Shares 1,304 Est. Cost $186.40 Unrealized +11.7%
DISCOVER FINL SVCS 0.2%
Value ($000) $294 Shares 4,978 Est. Cost $75.99 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $292 Shares 3,600 Est. Cost $20.35 Unrealized -1.5%
BIIB BIOGEN INC 0.2%
Value ($000) $291 Shares 966 Est. Cost $320.80 Unrealized -0.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $290 Shares 8,050 Est. Cost $49.90 Unrealized -19.4%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $285 Shares 7,212 Est. Cost $51.55 Unrealized -20.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $282 Shares 5,418 Est. Cost $46.46 Unrealized -11.8%
INGERSOLL-RAND PLC 0.1%
Value ($000) $282 Shares 3,089 Est. Cost $89.34 Unrealized
NSP INSPERITY INC 0.1%
Value ($000) $280 Shares 3,002 Est. Cost $71.44 Unrealized +21.3%
EXC EXELON CORP 0.1%
Value ($000) $279 Shares 6,179 Est. Cost $21.66 Unrealized +15.1%
SWX SOUTHWEST GAS HOLDINGS INC 0.1%
Value ($000) $268 Shares 3,500 Est. Cost $81.18 Unrealized -1.1%
IAC INTERACTIVECORP 0.1%
Value ($000) $266 Shares 1,454 Est. Cost $156.12 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $260 Shares 2,700 Est. Cost $106.67 Unrealized
ABIOMED INC 0.1%
Value ($000) $260 Shares 800 Est. Cost $291.25 Unrealized
ALPS ETF TR 0.1%
Value ($000) $260 Shares 29,800 Est. Cost $10.79 Unrealized
BLACKROCK INC 0.1%
Value ($000) $256 Shares 652 Est. Cost $504.90 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $256 Shares 1,046 Est. Cost $263.02 Unrealized -6.7%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $255 Shares 10,500 Est. Cost $31.21 Unrealized -18.9%
ALLERGAN PLC 0.1%
Value ($000) $253 Shares 1,890 Est. Cost $163.65 Unrealized
GDEN GOLDEN ENTMT INC 0.1%
Value ($000) $243 Shares 15,175 Est. Cost $26.18 Unrealized -38.2%
CCL CARNIVAL CORP 0.1%
Value ($000) $232 Shares 4,714 Est. Cost $58.51 Unrealized -7.6%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $216 Shares 4,336 Est. Cost $50.50 Unrealized +1.2%
BBY BEST BUY INC 0.1%
Value ($000) $215 Shares 4,056 Est. Cost $44.33 Unrealized +12.0%
MET METLIFE INC 0.1%
Value ($000) $211 Shares 5,138 Est. Cost $39.85 Unrealized -15.5%
NOK NOKIA CORP 0.1%
Value ($000) $104 Shares 17,879 Est. Cost $4.64 Unrealized