Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 11, 2019

Total Value ($000): $211,123 (100.0% shares, 0.0% debt)

Holdings (146)

AAPL APPLE INC 7.8%
Value ($000) $16,539 Shares 87,070 Est. Cost $40.07 Unrealized +0.9%
MSFT MICROSOFT CORP 5.7%
Value ($000) $11,985 Shares 101,619 Est. Cost $76.22 Unrealized +34.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value ($000) $8,694 Shares 43,277 Est. Cost $191.84 Unrealized +5.2%
AMZN AMAZON COM INC 3.9%
Value ($000) $8,152 Shares 4,578 Est. Cost $58.96 Unrealized +41.2%
CVX CHEVRON CORP NEW 3.8%
Value ($000) $8,018 Shares 65,088 Est. Cost $83.97 Unrealized +4.2%
GOOGL ALPHABET INC 3.6%
Value ($000) $7,556 Shares 6,420 Est. Cost $51.34 Unrealized +9.2%
CSCO CISCO SYS INC 3.4%
Value ($000) $7,275 Shares 134,748 Est. Cost $28.21 Unrealized +40.1%
XOM EXXON MOBIL CORP 3.2%
Value ($000) $6,661 Shares 82,441 Est. Cost $56.75 Unrealized -2.3%
MRK MERCK & CO INC 3.1%
Value ($000) $6,596 Shares 79,307 Est. Cost $42.76 Unrealized +41.0%
JPM JPMORGAN CHASE & CO 3.1%
Value ($000) $6,501 Shares 64,225 Est. Cost $82.21 Unrealized +3.8%
PFE PFIZER INC 3.0%
Value ($000) $6,298 Shares 148,290 Est. Cost $23.81 Unrealized +22.8%
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $6,141 Shares 43,931 Est. Cost $110.45 Unrealized -0.1%
T AT&T INC 2.5%
Value ($000) $5,356 Shares 170,793 Est. Cost $15.01 Unrealized -5.6%
INTC INTEL CORP 2.2%
Value ($000) $4,545 Shares 84,641 Est. Cost $37.41 Unrealized +17.1%
AMGN AMGEN INC 2.0%
Value ($000) $4,146 Shares 21,822 Est. Cost $148.81 Unrealized +3.9%
COP CONOCOPHILLIPS 1.6%
Value ($000) $3,430 Shares 51,386 Est. Cost $39.65 Unrealized +33.6%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $3,302 Shares 31,731 Est. Cost $69.26 Unrealized +18.5%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $2,897 Shares 9,651 Est. Cost $253.21 Unrealized -3.8%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $2,809 Shares 47,499 Est. Cost $32.05 Unrealized +21.5%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,798 Shares 11,555 Est. Cost $156.12 Unrealized +27.0%
BA BOEING CO 1.3%
Value ($000) $2,730 Shares 7,158 Est. Cost $258.72 Unrealized +45.0%
CVS CVS HEALTH CORP 1.2%
Value ($000) $2,540 Shares 47,089 Est. Cost $50.75 Unrealized -2.5%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $2,135 Shares 8,636 Est. Cost $186.06 Unrealized +22.3%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $2,095 Shares 32,232 Est. Cost $55.45 Unrealized -8.3%
DOWDUPONT INC 1.0%
Value ($000) $2,031 Shares 38,102 Est. Cost $68.31 Unrealized
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $1,874 Shares 21,197 Est. Cost $67.80 Unrealized -17.3%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $1,849 Shares 14,342 Est. Cost $127.43 Unrealized
STC STEWART INFORMATION SVCS COR 0.8%
Value ($000) $1,622 Shares 38,000 Est. Cost $39.48 Unrealized +8.8%
BAC BANK AMER CORP 0.7%
Value ($000) $1,564 Shares 56,688 Est. Cost $22.81 Unrealized +4.8%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,448 Shares 13,650 Est. Cost $79.13 Unrealized +7.9%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $1,323 Shares 12,107 Est. Cost $85.24 Unrealized +12.4%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $1,271 Shares 7,602 Est. Cost $101.21 Unrealized +36.4%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $1,187 Shares 17,936 Est. Cost $55.63 Unrealized +1.5%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,166 Shares 20,439 Est. Cost $49.05 Unrealized -6.8%
GOOG ALPHABET INC 0.5%
Value ($000) $1,125 Shares 959 Est. Cost $51.17 Unrealized +8.8%
ORCL ORACLE CORP 0.5%
Value ($000) $1,107 Shares 20,610 Est. Cost $43.54 Unrealized +5.8%
PSX PHILLIPS 66 0.5%
Value ($000) $1,044 Shares 10,973 Est. Cost $69.74 Unrealized +3.1%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,027 Shares 9,890 Est. Cost $72.33 Unrealized +30.6%
MS MORGAN STANLEY 0.5%
Value ($000) $967 Shares 22,926 Est. Cost $39.73 Unrealized -14.4%
MA MASTERCARD INC 0.4%
Value ($000) $918 Shares 3,898 Est. Cost $180.31 Unrealized +14.9%
SYY SYSCO CORP 0.4%
Value ($000) $910 Shares 13,633 Est. Cost $45.90 Unrealized +17.9%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $890 Shares 22,260 Est. Cost $30.70 Unrealized +2.7%
MPC MARATHON PETE CORP 0.4%
Value ($000) $887 Shares 14,819 Est. Cost $47.78 Unrealized +5.6%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $842 Shares 17,421 Est. Cost $44.93 Unrealized -9.3%
F FORD MTR CO DEL 0.4%
Value ($000) $842 Shares 95,895 Est. Cost $7.98 Unrealized -23.8%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $812 Shares 9,021 Est. Cost $61.46 Unrealized +8.9%
AVGO BROADCOM INC 0.4%
Value ($000) $791 Shares 2,631 Est. Cost $19.73 Unrealized +14.0%
PEP PEPSICO INC 0.4%
Value ($000) $782 Shares 6,378 Est. Cost $88.35 Unrealized +4.6%
NKE NIKE INC 0.4%
Value ($000) $775 Shares 9,205 Est. Cost $65.93 Unrealized +14.3%
FISV FISERV INC 0.4%
Value ($000) $773 Shares 8,760 Est. Cost $67.47 Unrealized +22.3%
HD HOME DEPOT INC 0.4%
Value ($000) $773 Shares 4,026 Est. Cost $143.74 Unrealized +7.6%
OKE ONEOK INC NEW 0.4%
Value ($000) $757 Shares 10,843 Est. Cost $32.18 Unrealized +29.4%
GENERAL ELECTRIC CO 0.4%
Value ($000) $747 Shares 74,781 Est. Cost $17.26 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $735 Shares 3,695 Est. Cost $145.67 Unrealized +11.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $732 Shares 3,855 Est. Cost $138.59 Unrealized +11.5%
CRM SALESFORCE COM INC 0.3%
Value ($000) $722 Shares 4,556 Est. Cost $153.14 Unrealized 0.0%
TJX TJX COS INC NEW 0.3%
Value ($000) $716 Shares 13,460 Est. Cost $46.19 Unrealized -1.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $715 Shares 7,853 Est. Cost $67.18 Unrealized +10.6%
ANSYS INC 0.3%
Value ($000) $713 Shares 3,905 Est. Cost $147.68 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $693 Shares 11,369 Est. Cost $56.58 Unrealized -7.2%
TGT TARGET CORP 0.3%
Value ($000) $683 Shares 8,505 Est. Cost $48.06 Unrealized +26.3%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $683 Shares 3,881 Est. Cost $130.33 Unrealized +9.1%
R RYDER SYS INC 0.3%
Value ($000) $673 Shares 10,860 Est. Cost $75.95 Unrealized -22.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $654 Shares 2,518 Est. Cost $245.22 Unrealized
MMM 3M CO 0.3%
Value ($000) $654 Shares 3,147 Est. Cost $145.38 Unrealized -9.8%
CELGENE CORP 0.3%
Value ($000) $642 Shares 6,804 Est. Cost $102.44 Unrealized
WYNN WYNN RESORTS LTD 0.3%
Value ($000) $638 Shares 5,350 Est. Cost $144.99 Unrealized -22.8%
LOW LOWES COS INC 0.3%
Value ($000) $636 Shares 5,812 Est. Cost $72.29 Unrealized +21.8%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $615 Shares 14,270 Est. Cost $32.42 Unrealized +7.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $612 Shares 3,164 Est. Cost $31.74 Unrealized +21.6%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $605 Shares 12,565 Est. Cost $47.67 Unrealized -13.9%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $603 Shares 7,585 Est. Cost $64.11 Unrealized -1.8%
ZION ZIONS BANCORPORATION N A 0.3%
Value ($000) $599 Shares 13,190 Est. Cost $48.07 Unrealized -0.8%
DISCOVERY INC 0.3%
Value ($000) $597 Shares 23,470 Est. Cost $23.06 Unrealized
NORDSTROM INC 0.3%
Value ($000) $593 Shares 13,365 Est. Cost $47.40 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $587 Shares 9,285 Est. Cost $70.80 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $575 Shares 5,181 Est. Cost $99.37 Unrealized +8.6%
CHRW C H ROBINSON WORLDWIDE INC 0.3%
Value ($000) $572 Shares 6,570 Est. Cost $74.46 Unrealized -0.0%
CB CHUBB LIMITED 0.3%
Value ($000) $570 Shares 4,068 Est. Cost $128.20 Unrealized -7.5%
ILMN ILLUMINA INC 0.3%
Value ($000) $570 Shares 1,835 Est. Cost $309.79 Unrealized -5.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $566 Shares 9,855 Est. Cost $36.64 Unrealized -18.9%
KR KROGER CO 0.3%
Value ($000) $564 Shares 22,925 Est. Cost $23.61 Unrealized 0.0%
BYD BOYD GAMING CORP 0.3%
Value ($000) $556 Shares 20,338 Est. Cost $29.42 Unrealized -11.8%
RAYTHEON CO 0.2%
Value ($000) $507 Shares 2,784 Est. Cost $187.77 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $506 Shares 10,788 Est. Cost $35.56 Unrealized +6.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $505 Shares 5,500 Est. Cost $82.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $499 Shares 3,537 Est. Cost $102.34 Unrealized -7.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $499 Shares 7,285 Est. Cost $59.90 Unrealized -8.2%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $492 Shares 4,947 Est. Cost $87.84 Unrealized -12.3%
LLY LILLY ELI & CO 0.2%
Value ($000) $475 Shares 3,662 Est. Cost $75.28 Unrealized +47.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $470 Shares 2,775 Est. Cost $169.90 Unrealized -15.4%
ABBV ABBVIE INC 0.2%
Value ($000) $469 Shares 5,814 Est. Cost $66.89 Unrealized -8.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $462 Shares 9,260 Est. Cost $34.48 Unrealized +12.4%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $453 Shares 3,696 Est. Cost $96.81 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $445 Shares 3,932 Est. Cost $82.27 Unrealized +13.6%
V VISA INC 0.2%
Value ($000) $442 Shares 2,833 Est. Cost $109.56 Unrealized +25.4%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $440 Shares 10,101 Est. Cost $47.03 Unrealized -24.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $410 Shares 2,992 Est. Cost $114.04 Unrealized -3.3%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $396 Shares 2,922 Est. Cost $120.51 Unrealized -4.9%
META FACEBOOK INC 0.2%
Value ($000) $389 Shares 2,335 Est. Cost $175.61 Unrealized -10.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $380 Shares 2,391 Est. Cost $113.47 Unrealized +6.8%
NSP INSPERITY INC 0.2%
Value ($000) $370 Shares 2,992 Est. Cost $71.44 Unrealized +33.5%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $362 Shares 2,656 Est. Cost $130.86 Unrealized -18.5%
IDA IDACORP INC 0.2%
Value ($000) $359 Shares 3,602 Est. Cost $90.51 Unrealized +7.3%
DISCOVER FINL SVCS 0.2%
Value ($000) $354 Shares 4,978 Est. Cost $75.99 Unrealized
DE DEERE & CO 0.2%
Value ($000) $353 Shares 2,210 Est. Cost $128.42 Unrealized +12.5%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $353 Shares 6,345 Est. Cost $33.21 Unrealized +83.8%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $341 Shares 2,618 Est. Cost $74.68 Unrealized +69.4%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $340 Shares 3,600 Est. Cost $20.35 Unrealized +2.9%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $339 Shares 3,613 Est. Cost $72.90 Unrealized +8.8%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $330 Shares 6,918 Est. Cost $44.69 Unrealized -14.3%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $320 Shares 4,051 Est. Cost $51.28 Unrealized +16.3%
CME CME GROUP INC 0.2%
Value ($000) $319 Shares 1,936 Est. Cost $133.46 Unrealized +3.4%
ALLERGAN PLC 0.2%
Value ($000) $317 Shares 2,162 Est. Cost $161.51 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $309 Shares 6,169 Est. Cost $21.66 Unrealized +23.4%
INGERSOLL-RAND PLC 0.1%
Value ($000) $307 Shares 2,845 Est. Cost $89.34 Unrealized
IAC INTERACTIVECORP 0.1%
Value ($000) $305 Shares 1,454 Est. Cost $156.12 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $302 Shares 2,700 Est. Cost $106.67 Unrealized
MET METLIFE INC 0.1%
Value ($000) $301 Shares 7,065 Est. Cost $38.53 Unrealized -9.1%
CCL CARNIVAL CORP 0.1%
Value ($000) $298 Shares 5,870 Est. Cost $57.39 Unrealized -8.0%
ALPS ETF TR 0.1%
Value ($000) $297 Shares 29,600 Est. Cost $10.79 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $296 Shares 7,212 Est. Cost $51.55 Unrealized -25.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $293 Shares 1,173 Est. Cost $186.40 Unrealized +14.1%
LINDE PLC 0.1%
Value ($000) $291 Shares 1,656 Est. Cost $175.72 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.1%
Value ($000) $288 Shares 3,500 Est. Cost $81.18 Unrealized -1.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $285 Shares 1,057 Est. Cost $262.82 Unrealized -7.3%
CYRUSONE INC 0.1%
Value ($000) $285 Shares 5,434 Est. Cost $57.29 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $280 Shares 3,500 Est. Cost $48.89 Unrealized +35.2%
O REALTY INCOME CORP 0.1%
Value ($000) $274 Shares 3,721 Est. Cost $42.39 Unrealized +12.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $269 Shares 10,500 Est. Cost $31.21 Unrealized -14.3%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $261 Shares 2,197 Est. Cost $118.71 Unrealized 0.0%
BLACKROCK INC 0.1%
Value ($000) $256 Shares 599 Est. Cost $504.90 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $247 Shares 3,968 Est. Cost $48.78 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $241 Shares 3,390 Est. Cost $44.33 Unrealized +7.7%
ABIOMED INC 0.1%
Value ($000) $228 Shares 800 Est. Cost $291.25 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $228 Shares 966 Est. Cost $320.80 Unrealized -1.8%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $225 Shares 2,650 Est. Cost $62.40 Unrealized 0.0%
ALTABA INC 0.1%
Value ($000) $222 Shares 3,000 Est. Cost $74.00 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $222 Shares 1,225 Est. Cost $155.84 Unrealized 0.0%
VIG VANGUARD GROUP 0.1%
Value ($000) $218 Shares 1,986 Est. Cost $109.77 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $216 Shares 1,185 Est. Cost $182.28 Unrealized
GDEN GOLDEN ENTMT INC 0.1%
Value ($000) $215 Shares 15,175 Est. Cost $26.18 Unrealized -40.6%
TOTAL S A 0.1%
Value ($000) $206 Shares 3,710 Est. Cost $55.53 Unrealized
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $205 Shares 7,935 Est. Cost $28.26 Unrealized -8.6%
NOK NOKIA CORP 0.0%
Value ($000) $102 Shares 17,879 Est. Cost $4.64 Unrealized
ENCANA CORP 0.0%
Value ($000) $79 Shares 10,969 Est. Cost $7.20 Unrealized