Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 27, 2021

Total Value ($000): $291,498 (100.0% shares, 0.0% debt)

Holdings (129)

AAPL APPLE INC 11.5%
Value ($000) $33,422 Shares 244,028 Est. Cost $88.69 Unrealized +42.6%
MSFT MICROSOFT CORP 7.0%
Value ($000) $20,286 Shares 74,883 Est. Cost $79.53 Unrealized +207.7%
AMZN AMAZON COM INC 4.9%
Value ($000) $14,191 Shares 4,125 Est. Cost $63.67 Unrealized +161.0%
CVX CHEVRON CORP NEW 4.5%
Value ($000) $12,988 Shares 124,004 Est. Cost $77.05 Unrealized +13.0%
GOOGL ALPHABET INC 4.1%
Value ($000) $11,921 Shares 4,882 Est. Cost $51.34 Unrealized +125.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value ($000) $11,852 Shares 42,644 Est. Cost $191.81 Unrealized +45.7%
PG PROCTER AND GAMBLE CO 3.3%
Value ($000) $9,534 Shares 70,661 Est. Cost $99.20 Unrealized +21.7%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $8,818 Shares 56,694 Est. Cost $82.55 Unrealized +69.3%
CSCO CISCO SYS INC 3.0%
Value ($000) $8,782 Shares 165,701 Est. Cost $30.69 Unrealized +49.3%
GDEN GOLDEN ENTMT INC 2.9%
Value ($000) $8,492 Shares 189,550 Est. Cost $32.70 Unrealized +3.9%
PFE PFIZER INC 2.8%
Value ($000) $8,178 Shares 208,844 Est. Cost $24.78 Unrealized +25.1%
MRK MERCK & CO INC 2.5%
Value ($000) $7,399 Shares 95,136 Est. Cost $46.82 Unrealized +37.0%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $7,044 Shares 42,760 Est. Cost $111.76 Unrealized +29.7%
INTC INTEL CORP 2.1%
Value ($000) $6,135 Shares 109,285 Est. Cost $39.80 Unrealized +34.6%
CVS CVS HEALTH CORP 2.1%
Value ($000) $6,079 Shares 72,851 Est. Cost $50.44 Unrealized +39.7%
AMGN AMGEN INC 1.8%
Value ($000) $5,350 Shares 21,947 Est. Cost $148.46 Unrealized +43.1%
T AT&T INC 1.7%
Value ($000) $5,097 Shares 177,090 Est. Cost $15.20 Unrealized +11.8%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $5,017 Shares 79,535 Est. Cost $53.43 Unrealized -6.3%
COST COSTCO WHSL CORP NEW 1.6%
Value ($000) $4,668 Shares 11,797 Est. Cost $198.07 Unrealized +81.3%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $4,655 Shares 67,600 Est. Cost $54.50 Unrealized +2.5%
HD HOME DEPOT INC 1.4%
Value ($000) $4,205 Shares 13,186 Est. Cost $229.67 Unrealized +23.6%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $3,120 Shares 7,791 Est. Cost $190.31 Unrealized +93.9%
DOW DOW INC 1.1%
Value ($000) $3,071 Shares 48,532 Est. Cost $36.84 Unrealized +38.6%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $3,029 Shares 8,005 Est. Cost $253.21 Unrealized +33.7%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $2,192 Shares 39,128 Est. Cost $32.38 Unrealized +34.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $2,175 Shares 25,500 Est. Cost $55.66 Unrealized +36.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $2,089 Shares 10,863 Est. Cost $84.56 Unrealized +94.2%
ABBV ABBVIE INC 0.6%
Value ($000) $1,863 Shares 16,540 Est. Cost $68.06 Unrealized +39.2%
LOW LOWES COS INC 0.6%
Value ($000) $1,765 Shares 9,098 Est. Cost $91.01 Unrealized +97.2%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $1,723 Shares 17,386 Est. Cost $66.37 Unrealized +15.1%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $1,696 Shares 41,142 Est. Cost $23.00 Unrealized +59.0%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $1,595 Shares 20,600 Est. Cost $23.23 Unrealized +31.7%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,593 Shares 23,843 Est. Cost $45.38 Unrealized +18.7%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,528 Shares 5,242 Est. Cost $83.07 Unrealized +217.2%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,515 Shares 9,171 Est. Cost $93.04 Unrealized +58.9%
LINDE PLC 0.5%
Value ($000) $1,510 Shares 5,224 Est. Cost $193.04 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,447 Shares 6,265 Est. Cost $156.14 Unrealized +34.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,414 Shares 564 Est. Cost $51.17 Unrealized +131.2%
AVGO BROADCOM INC 0.5%
Value ($000) $1,353 Shares 2,836 Est. Cost $24.75 Unrealized +69.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,277 Shares 18,948 Est. Cost $51.78 Unrealized +23.0%
MMM 3M CO 0.4%
Value ($000) $1,269 Shares 6,388 Est. Cost $118.25 Unrealized +18.8%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,165 Shares 19,134 Est. Cost $39.65 Unrealized +19.0%
TGT TARGET CORP 0.4%
Value ($000) $1,111 Shares 4,594 Est. Cost $48.06 Unrealized +298.5%
IDA IDACORP INC 0.4%
Value ($000) $1,063 Shares 10,900 Est. Cost $91.42 Unrealized +9.7%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,027 Shares 18,011 Est. Cost $34.55 Unrealized +42.0%
ELV ANTHEM INC 0.3%
Value ($000) $1,011 Shares 2,647 Est. Cost $250.69 Unrealized +43.0%
OKE ONEOK INC NEW 0.3%
Value ($000) $1,003 Shares 18,025 Est. Cost $25.24 Unrealized +63.6%
ILMN ILLUMINA INC 0.3%
Value ($000) $987 Shares 2,085 Est. Cost $309.23 Unrealized +30.2%
CRM SALESFORCE COM INC 0.3%
Value ($000) $985 Shares 4,032 Est. Cost $169.75 Unrealized +34.1%
MSCI MSCI INC 0.3%
Value ($000) $981 Shares 1,840 Est. Cost $161.96 Unrealized +180.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $976 Shares 3,311 Est. Cost $160.62 Unrealized +67.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $975 Shares 18,531 Est. Cost $54.92 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $972 Shares 12,506 Est. Cost $47.86 Unrealized +49.0%
VIACOMCBS INC 0.3%
Value ($000) $960 Shares 21,241 Est. Cost $45.09 Unrealized
TWITTER INC 0.3%
Value ($000) $958 Shares 13,916 Est. Cost $35.49 Unrealized
KR KROGER CO 0.3%
Value ($000) $933 Shares 24,345 Est. Cost $24.94 Unrealized +36.7%
NKE NIKE INC 0.3%
Value ($000) $914 Shares 5,918 Est. Cost $69.23 Unrealized +81.5%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $894 Shares 14,750 Est. Cost $33.42 Unrealized +66.9%
TDOC TELADOC HEALTH INC 0.3%
Value ($000) $889 Shares 5,348 Est. Cost $42.11 Unrealized +284.8%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $872 Shares 2,388 Est. Cost $197.42 Unrealized +83.5%
R RYDER SYS INC 0.3%
Value ($000) $860 Shares 11,565 Est. Cost $65.30 Unrealized +21.1%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $849 Shares 7,415 Est. Cost $66.51 Unrealized +63.7%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $833 Shares 14,597 Est. Cost $46.81 Unrealized +11.5%
UAA UNDER ARMOUR INC 0.3%
Value ($000) $790 Shares 37,365 Est. Cost $22.29 Unrealized 0.0%
MPC MARATHON PETE CORP 0.3%
Value ($000) $789 Shares 13,057 Est. Cost $47.78 Unrealized +9.4%
IVZ INVESCO LTD 0.3%
Value ($000) $784 Shares 29,325 Est. Cost $22.36 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $751 Shares 7,611 Est. Cost $62.61 Unrealized +34.0%
SHOP SHOPIFY INC 0.3%
Value ($000) $730 Shares 500 Est. Cost $45.08 Unrealized +173.3%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $725 Shares 5,120 Est. Cost $103.10 Unrealized +29.3%
FISV FISERV INC 0.2%
Value ($000) $716 Shares 6,700 Est. Cost $71.30 Unrealized +63.0%
TSLA TESLA INC 0.2%
Value ($000) $712 Shares 1,048 Est. Cost $176.27 Unrealized +23.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $698 Shares 9,525 Est. Cost $60.44 Unrealized +10.0%
BYD BOYD GAMING CORP 0.2%
Value ($000) $691 Shares 11,230 Est. Cost $29.42 Unrealized +105.7%
UNP UNION PAC CORP 0.2%
Value ($000) $676 Shares 3,073 Est. Cost $126.18 Unrealized +58.8%
V VISA INC 0.2%
Value ($000) $655 Shares 2,800 Est. Cost $156.41 Unrealized +41.3%
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $652 Shares 5,333 Est. Cost $125.91 Unrealized -1.7%
PEP PEPSICO INC 0.2%
Value ($000) $649 Shares 4,377 Est. Cost $100.83 Unrealized +25.1%
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value ($000) $648 Shares 4,000 Est. Cost $36.31 Unrealized +114.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $641 Shares 4,485 Est. Cost $85.02 Unrealized +43.7%
BA BOEING CO 0.2%
Value ($000) $634 Shares 2,646 Est. Cost $258.72 Unrealized -6.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $605 Shares 2,757 Est. Cost $125.84 Unrealized +52.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $588 Shares 7,229 Est. Cost $61.01 Unrealized +20.4%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $578 Shares 3,136 Est. Cost $97.70 Unrealized +72.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $541 Shares 8,661 Est. Cost $40.81 Unrealized +33.8%
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $534 Shares 9,425 Est. Cost $40.50 Unrealized +44.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $531 Shares 1,400 Est. Cost $172.10 Unrealized +85.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $528 Shares 3,535 Est. Cost $108.49 Unrealized +16.4%
KO COCA COLA CO 0.2%
Value ($000) $517 Shares 9,557 Est. Cost $38.45 Unrealized +23.0%
MS MORGAN STANLEY 0.2%
Value ($000) $514 Shares 5,606 Est. Cost $46.58 Unrealized +58.2%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $506 Shares 6,952 Est. Cost $38.47 Unrealized +73.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $499 Shares 3,544 Est. Cost $85.32 Unrealized +46.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $498 Shares 2,298 Est. Cost $138.46 Unrealized +36.4%
CB CHUBB LIMITED 0.2%
Value ($000) $460 Shares 2,891 Est. Cost $129.36 Unrealized +20.0%
SWX SOUTHWEST GAS HLDGS INC 0.1%
Value ($000) $430 Shares 6,500 Est. Cost $75.61 Unrealized -9.8%
NEM NEWMONT CORP 0.1%
Value ($000) $420 Shares 6,630 Est. Cost $51.26 Unrealized +13.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $419 Shares 3,373 Est. Cost $75.58 Unrealized +44.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $403 Shares 4,535 Est. Cost $62.69 Unrealized +28.6%
CME CME GROUP INC 0.1%
Value ($000) $400 Shares 1,879 Est. Cost $142.67 Unrealized +23.1%
PSX PHILLIPS 66 0.1%
Value ($000) $383 Shares 4,463 Est. Cost $68.90 Unrealized +2.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $383 Shares 2,177 Est. Cost $117.30 Unrealized +49.8%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $354 Shares 2,000 Est. Cost $114.71 Unrealized +28.3%
TWLO TWILIO INC 0.1%
Value ($000) $335 Shares 850 Est. Cost $323.43 Unrealized +7.3%
BAX BAXTER INTL INC 0.1%
Value ($000) $334 Shares 4,145 Est. Cost $71.45 Unrealized +5.9%
CYRUSONE INC 0.1%
Value ($000) $308 Shares 4,300 Est. Cost $67.75 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $302 Shares 1,200 Est. Cost $211.57 Unrealized +1.7%
DOCU DOCUSIGN INC 0.1%
Value ($000) $299 Shares 1,070 Est. Cost $231.90 Unrealized -3.6%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $292 Shares 3,142 Est. Cost $43.67 Unrealized +104.9%
BWA BORGWARNER INC 0.1%
Value ($000) $285 Shares 5,870 Est. Cost $25.65 Unrealized +60.5%
OGN ORGANON & CO 0.1%
Value ($000) $281 Shares 9,298 Est. Cost $26.93 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $270 Shares 1,915 Est. Cost $43.31 Unrealized +1.2%
FVRR FIVERR INTL LTD 0.1%
Value ($000) $255 Shares 1,050 Est. Cost $245.08 Unrealized -15.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $246 Shares 4,665 Est. Cost $56.52 Unrealized -2.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $244 Shares 1,277 Est. Cost $111.03 Unrealized +42.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $244 Shares 1,120 Est. Cost $126.81 Unrealized +67.1%
DISCOVER FINL SVCS 0.1%
Value ($000) $237 Shares 2,001 Est. Cost $95.09 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $234 Shares 1,000 Est. Cost $180.83 Unrealized +20.2%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $232 Shares 1,713 Est. Cost $107.95 Unrealized +15.8%
ABT ABBOTT LABS 0.1%
Value ($000) $232 Shares 2,000 Est. Cost $81.94 Unrealized +30.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $229 Shares 1,100 Est. Cost $164.16 Unrealized 0.0%
DUKE REALTY CORP 0.1%
Value ($000) $221 Shares 4,664 Est. Cost $41.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $216 Shares 2,300 Est. Cost $80.82 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $214 Shares 4,500 Est. Cost $31.24 Unrealized +42.4%
META FACEBOOK INC 0.1%
Value ($000) $211 Shares 606 Est. Cost $272.15 Unrealized +17.1%
CDW CDW CORP 0.1%
Value ($000) $207 Shares 1,187 Est. Cost $162.84 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $206 Shares 2,645 Est. Cost $73.60 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $205 Shares 1,000 Est. Cost $130.86 Unrealized +35.0%
MCK MCKESSON CORP 0.1%
Value ($000) $203 Shares 1,059 Est. Cost $188.10 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.1%
Value ($000) $197 Shares 10,000 Est. Cost $10.05 Unrealized +29.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $172 Shares 12,800 Est. Cost $16.16 Unrealized