Buckley Wealth Management, LLC Diversified Active

Location: Las Vegas, NV

CIK: 0001730126 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 27, 2021

Total Value: $291M (100.0% shares, 0.0% debt)

Holdings (129)

AAPL APPLE INC 11.5%
Value $33.42M Shares 244,028 Est. Cost $88.69 Unrealized +42.6%
MSFT MICROSOFT CORP 7.0%
Value $20.29M Shares 74,883 Est. Cost $79.53 Unrealized +207.7%
AMZN AMAZON COM INC 4.9%
Value $14.19M Shares 4,125 Est. Cost $63.67 Unrealized +161.0%
CVX CHEVRON CORP NEW 4.5%
Value $12.99M Shares 124,004 Est. Cost $77.05 Unrealized +13.0%
GOOGL ALPHABET INC 4.1%
Value $11.92M Shares 4,882 Est. Cost $51.34 Unrealized +125.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value $11.85M Shares 42,644 Est. Cost $191.81 Unrealized +45.7%
PG PROCTER AND GAMBLE CO 3.3%
Value $9.534M Shares 70,661 Est. Cost $99.20 Unrealized +21.7%
JPM JPMORGAN CHASE & CO 3.0%
Value $8.818M Shares 56,694 Est. Cost $82.55 Unrealized +69.3%
CSCO CISCO SYS INC 3.0%
Value $8.782M Shares 165,701 Est. Cost $30.69 Unrealized +49.3%
GDEN GOLDEN ENTMT INC 2.9%
Value $8.492M Shares 189,550 Est. Cost $32.70 Unrealized +3.9%
PFE PFIZER INC 2.8%
Value $8.178M Shares 208,844 Est. Cost $24.78 Unrealized +25.1%
MRK MERCK & CO INC 2.5%
Value $7.399M Shares 95,136 Est. Cost $46.82 Unrealized +37.0%
JNJ JOHNSON & JOHNSON 2.4%
Value $7.044M Shares 42,760 Est. Cost $111.76 Unrealized +29.7%
INTC INTEL CORP 2.1%
Value $6.135M Shares 109,285 Est. Cost $39.80 Unrealized +34.6%
CVS CVS HEALTH CORP 2.1%
Value $6.079M Shares 72,851 Est. Cost $50.44 Unrealized +39.7%
AMGN AMGEN INC 1.8%
Value $5.35M Shares 21,947 Est. Cost $148.46 Unrealized +43.1%
T AT&T INC 1.7%
Value $5.097M Shares 177,090 Est. Cost $15.20 Unrealized +11.8%
XOM EXXON MOBIL CORP 1.7%
Value $5.017M Shares 79,535 Est. Cost $53.43 Unrealized -6.3%
COST COSTCO WHSL CORP NEW 1.6%
Value $4.668M Shares 11,797 Est. Cost $198.07 Unrealized +81.3%
GILD GILEAD SCIENCES INC 1.6%
Value $4.655M Shares 67,600 Est. Cost $54.50 Unrealized +2.5%
HD HOME DEPOT INC 1.4%
Value $4.205M Shares 13,186 Est. Cost $229.67 Unrealized +23.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value $3.12M Shares 7,791 Est. Cost $190.31 Unrealized +93.9%
DOW DOW INC 1.1%
Value $3.071M Shares 48,532 Est. Cost $36.84 Unrealized +38.6%
LMT LOCKHEED MARTIN CORP 1.0%
Value $3.029M Shares 8,005 Est. Cost $253.21 Unrealized +33.7%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $2.192M Shares 39,128 Est. Cost $32.38 Unrealized +34.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value $2.175M Shares 25,500 Est. Cost $55.66 Unrealized +36.0%
TXN TEXAS INSTRS INC 0.7%
Value $2.089M Shares 10,863 Est. Cost $84.56 Unrealized +94.2%
ABBV ABBVIE INC 0.6%
Value $1.863M Shares 16,540 Est. Cost $68.06 Unrealized +39.2%
LOW LOWES COS INC 0.6%
Value $1.765M Shares 9,098 Est. Cost $91.01 Unrealized +97.2%
PM PHILIP MORRIS INTL INC 0.6%
Value $1.723M Shares 17,386 Est. Cost $66.37 Unrealized +15.1%
BAC BK OF AMERICA CORP 0.6%
Value $1.696M Shares 41,142 Est. Cost $23.00 Unrealized +59.0%
DD DUPONT DE NEMOURS INC 0.5%
Value $1.595M Shares 20,600 Est. Cost $23.23 Unrealized +31.7%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value $1.593M Shares 23,843 Est. Cost $45.38 Unrealized +18.7%
PYPL PAYPAL HLDGS INC 0.5%
Value $1.528M Shares 5,242 Est. Cost $83.07 Unrealized +217.2%
AXP AMERICAN EXPRESS CO 0.5%
Value $1.515M Shares 9,171 Est. Cost $93.04 Unrealized +58.9%
LINDE PLC 0.5%
Value $1.51M Shares 5,224 Est. Cost $193.04 Unrealized
MCD MCDONALDS CORP 0.5%
Value $1.447M Shares 6,265 Est. Cost $156.14 Unrealized +34.0%
GOOG ALPHABET INC 0.5%
Value $1.414M Shares 564 Est. Cost $51.17 Unrealized +131.2%
AVGO BROADCOM INC 0.5%
Value $1.353M Shares 2,836 Est. Cost $24.75 Unrealized +69.9%
TJX TJX COS INC NEW 0.4%
Value $1.277M Shares 18,948 Est. Cost $51.78 Unrealized +23.0%
MMM 3M CO 0.4%
Value $1.269M Shares 6,388 Est. Cost $118.25 Unrealized +18.8%
COP CONOCOPHILLIPS 0.4%
Value $1.165M Shares 19,134 Est. Cost $39.65 Unrealized +19.0%
TGT TARGET CORP 0.4%
Value $1.111M Shares 4,594 Est. Cost $48.06 Unrealized +298.5%
IDA IDACORP INC 0.4%
Value $1.063M Shares 10,900 Est. Cost $91.42 Unrealized +9.7%
CMCSA COMCAST CORP NEW 0.4%
Value $1.027M Shares 18,011 Est. Cost $34.55 Unrealized +42.0%
ELV ANTHEM INC 0.3%
Value $1.011M Shares 2,647 Est. Cost $250.69 Unrealized +43.0%
OKE ONEOK INC NEW 0.3%
Value $1.003M Shares 18,025 Est. Cost $25.24 Unrealized +63.6%
ILMN ILLUMINA INC 0.3%
Value $987K Shares 2,085 Est. Cost $309.23 Unrealized +30.2%
CRM SALESFORCE COM INC 0.3%
Value $985K Shares 4,032 Est. Cost $169.75 Unrealized +34.1%
MSCI MSCI INC 0.3%
Value $981K Shares 1,840 Est. Cost $161.96 Unrealized +180.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value $976K Shares 3,311 Est. Cost $160.62 Unrealized +67.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $975K Shares 18,531 Est. Cost $54.92 Unrealized
SYY SYSCO CORP 0.3%
Value $972K Shares 12,506 Est. Cost $47.86 Unrealized +49.0%
VIACOMCBS INC 0.3%
Value $960K Shares 21,241 Est. Cost $45.09 Unrealized
TWITTER INC 0.3%
Value $958K Shares 13,916 Est. Cost $35.49 Unrealized
KR KROGER CO 0.3%
Value $933K Shares 24,345 Est. Cost $24.94 Unrealized +36.7%
NKE NIKE INC 0.3%
Value $914K Shares 5,918 Est. Cost $69.23 Unrealized +81.5%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $894K Shares 14,750 Est. Cost $33.42 Unrealized +66.9%
TDOC TELADOC HEALTH INC 0.3%
Value $889K Shares 5,348 Est. Cost $42.11 Unrealized +284.8%
MA MASTERCARD INCORPORATED 0.3%
Value $872K Shares 2,388 Est. Cost $197.42 Unrealized +83.5%
R RYDER SYS INC 0.3%
Value $860K Shares 11,565 Est. Cost $65.30 Unrealized +21.1%
COR AMERISOURCEBERGEN CORP 0.3%
Value $849K Shares 7,415 Est. Cost $66.51 Unrealized +63.7%
CAH CARDINAL HEALTH INC 0.3%
Value $833K Shares 14,597 Est. Cost $46.81 Unrealized +11.5%
UAA UNDER ARMOUR INC 0.3%
Value $790K Shares 37,365 Est. Cost $22.29 Unrealized 0.0%
MPC MARATHON PETE CORP 0.3%
Value $789K Shares 13,057 Est. Cost $47.78 Unrealized +9.4%
IVZ INVESCO LTD 0.3%
Value $784K Shares 29,325 Est. Cost $22.36 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value $751K Shares 7,611 Est. Cost $62.61 Unrealized +34.0%
SHOP SHOPIFY INC 0.3%
Value $730K Shares 500 Est. Cost $45.08 Unrealized +173.3%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value $725K Shares 5,120 Est. Cost $103.10 Unrealized +29.3%
FISV FISERV INC 0.2%
Value $716K Shares 6,700 Est. Cost $71.30 Unrealized +63.0%
TSLA TESLA INC 0.2%
Value $712K Shares 1,048 Est. Cost $176.27 Unrealized +23.2%
NEE NEXTERA ENERGY INC 0.2%
Value $698K Shares 9,525 Est. Cost $60.44 Unrealized +10.0%
BYD BOYD GAMING CORP 0.2%
Value $691K Shares 11,230 Est. Cost $29.42 Unrealized +105.7%
UNP UNION PAC CORP 0.2%
Value $676K Shares 3,073 Est. Cost $126.18 Unrealized +58.8%
V VISA INC 0.2%
Value $655K Shares 2,800 Est. Cost $156.41 Unrealized +41.3%
WYNN WYNN RESORTS LTD 0.2%
Value $652K Shares 5,333 Est. Cost $125.91 Unrealized -1.7%
PEP PEPSICO INC 0.2%
Value $649K Shares 4,377 Est. Cost $100.83 Unrealized +25.1%
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value $648K Shares 4,000 Est. Cost $36.31 Unrealized +114.4%
QCOM QUALCOMM INC 0.2%
Value $641K Shares 4,485 Est. Cost $85.02 Unrealized +43.7%
BA BOEING CO 0.2%
Value $634K Shares 2,646 Est. Cost $258.72 Unrealized -6.6%
HON HONEYWELL INTL INC 0.2%
Value $605K Shares 2,757 Est. Cost $125.84 Unrealized +52.7%
CL COLGATE PALMOLIVE CO 0.2%
Value $588K Shares 7,229 Est. Cost $61.01 Unrealized +20.4%
TT TRANE TECHNOLOGIES PLC 0.2%
Value $578K Shares 3,136 Est. Cost $97.70 Unrealized +72.0%
MDLZ MONDELEZ INTL INC 0.2%
Value $541K Shares 8,661 Est. Cost $40.81 Unrealized +33.8%
STC STEWART INFORMATION SVCS COR 0.2%
Value $534K Shares 9,425 Est. Cost $40.50 Unrealized +44.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $531K Shares 1,400 Est. Cost $172.10 Unrealized +85.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value $528K Shares 3,535 Est. Cost $108.49 Unrealized +16.4%
KO COCA COLA CO 0.2%
Value $517K Shares 9,557 Est. Cost $38.45 Unrealized +23.0%
MS MORGAN STANLEY 0.2%
Value $514K Shares 5,606 Est. Cost $46.58 Unrealized +58.2%
SCHW SCHWAB CHARLES CORP 0.2%
Value $506K Shares 6,952 Est. Cost $38.47 Unrealized +73.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $499K Shares 3,544 Est. Cost $85.32 Unrealized +46.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $498K Shares 2,298 Est. Cost $138.46 Unrealized +36.4%
CB CHUBB LIMITED 0.2%
Value $460K Shares 2,891 Est. Cost $129.36 Unrealized +20.0%
SWX SOUTHWEST GAS HLDGS INC 0.1%
Value $430K Shares 6,500 Est. Cost $75.61 Unrealized -9.8%
NEM NEWMONT CORP 0.1%
Value $420K Shares 6,630 Est. Cost $51.26 Unrealized +13.0%
MDT MEDTRONIC PLC 0.1%
Value $419K Shares 3,373 Est. Cost $75.58 Unrealized +44.9%
WEC WEC ENERGY GROUP INC 0.1%
Value $403K Shares 4,535 Est. Cost $62.69 Unrealized +28.6%
CME CME GROUP INC 0.1%
Value $400K Shares 1,879 Est. Cost $142.67 Unrealized +23.1%
DIS DISNEY WALT CO 0.1%
Value $383K Shares 2,177 Est. Cost $117.30 Unrealized +49.8%
PSX PHILLIPS 66 0.1%
Value $383K Shares 4,463 Est. Cost $68.90 Unrealized +2.4%
AXON AXON ENTERPRISE INC 0.1%
Value $354K Shares 2,000 Est. Cost $114.71 Unrealized +28.3%
TWLO TWILIO INC 0.1%
Value $335K Shares 850 Est. Cost $323.43 Unrealized +7.3%
BAX BAXTER INTL INC 0.1%
Value $334K Shares 4,145 Est. Cost $71.45 Unrealized +5.9%
CYRUSONE INC 0.1%
Value $308K Shares 4,300 Est. Cost $67.75 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $302K Shares 1,200 Est. Cost $211.57 Unrealized +1.7%
DOCU DOCUSIGN INC 0.1%
Value $299K Shares 1,070 Est. Cost $231.90 Unrealized -3.6%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value $292K Shares 3,142 Est. Cost $43.67 Unrealized +104.9%
BWA BORGWARNER INC 0.1%
Value $285K Shares 5,870 Est. Cost $25.65 Unrealized +60.5%
OGN ORGANON & CO 0.1%
Value $281K Shares 9,298 Est. Cost $26.93 Unrealized 0.0%
WMT WALMART INC 0.1%
Value $270K Shares 1,915 Est. Cost $43.31 Unrealized +1.2%
FVRR FIVERR INTL LTD 0.1%
Value $255K Shares 1,050 Est. Cost $245.08 Unrealized -15.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value $246K Shares 4,665 Est. Cost $56.52 Unrealized -2.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $244K Shares 1,277 Est. Cost $111.03 Unrealized +42.9%
CAT CATERPILLAR INC 0.1%
Value $244K Shares 1,120 Est. Cost $126.81 Unrealized +67.1%
DISCOVER FINL SVCS 0.1%
Value $237K Shares 2,001 Est. Cost $95.09 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $234K Shares 1,000 Est. Cost $180.83 Unrealized +20.2%
ABT ABBOTT LABS 0.1%
Value $232K Shares 2,000 Est. Cost $81.94 Unrealized +30.9%
PKG PACKAGING CORP AMER 0.1%
Value $232K Shares 1,713 Est. Cost $107.95 Unrealized +15.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $229K Shares 1,100 Est. Cost $164.16 Unrealized 0.0%
DUKE REALTY CORP 0.1%
Value $221K Shares 4,664 Est. Cost $41.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $216K Shares 2,300 Est. Cost $80.82 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value $214K Shares 4,500 Est. Cost $31.24 Unrealized +42.4%
META FACEBOOK INC 0.1%
Value $211K Shares 606 Est. Cost $272.15 Unrealized +17.1%
CDW CDW CORP 0.1%
Value $207K Shares 1,187 Est. Cost $162.84 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value $206K Shares 2,645 Est. Cost $73.60 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value $205K Shares 1,000 Est. Cost $130.86 Unrealized +35.0%
MCK MCKESSON CORP 0.1%
Value $203K Shares 1,059 Est. Cost $188.10 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.1%
Value $197K Shares 10,000 Est. Cost $10.05 Unrealized +29.4%
GENERAL ELECTRIC CO 0.1%
Value $172K Shares 12,800 Est. Cost $16.16 Unrealized