Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 2, 2022

Total Value ($000): $342,525 (100.0% shares, 0.0% debt)

Holdings (125)

AAPL APPLE INC 11.9%
Value ($000) $40,880 Shares 230,220 Est. Cost $88.69 Unrealized +74.4%
MSFT MICROSOFT CORP 7.3%
Value ($000) $24,852 Shares 73,895 Est. Cost $79.53 Unrealized +294.1%
CVX CHEVRON CORP NEW 4.6%
Value ($000) $15,920 Shares 135,663 Est. Cost $77.68 Unrealized +23.7%
AMZN AMAZON COM INC 4.0%
Value ($000) $13,721 Shares 4,115 Est. Cost $65.84 Unrealized +159.9%
GOOGL ALPHABET INC 3.9%
Value ($000) $13,228 Shares 4,566 Est. Cost $51.34 Unrealized +178.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.6%
Value ($000) $12,338 Shares 41,264 Est. Cost $191.81 Unrealized +49.3%
PFE PFIZER INC 3.4%
Value ($000) $11,659 Shares 197,450 Est. Cost $24.78 Unrealized +62.3%
PG PROCTER AND GAMBLE CO 3.3%
Value ($000) $11,259 Shares 68,829 Est. Cost $99.20 Unrealized +35.2%
CSCO CISCO SYS INC 3.0%
Value ($000) $10,352 Shares 163,358 Est. Cost $31.14 Unrealized +62.0%
GDEN GOLDEN ENTMT INC 2.6%
Value ($000) $9,065 Shares 179,400 Est. Cost $32.70 Unrealized +34.6%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $8,870 Shares 56,017 Est. Cost $82.55 Unrealized +79.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $7,448 Shares 43,539 Est. Cost $113.32 Unrealized +28.0%
AMGN AMGEN INC 2.1%
Value ($000) $7,336 Shares 32,610 Est. Cost $166.45 Unrealized +11.2%
INTC INTEL CORP 2.0%
Value ($000) $6,878 Shares 133,559 Est. Cost $41.32 Unrealized +14.5%
MRK MERCK & CO INC 1.9%
Value ($000) $6,652 Shares 86,801 Est. Cost $47.36 Unrealized +47.6%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $6,638 Shares 11,693 Est. Cost $198.07 Unrealized +146.4%
CVS CVS HEALTH CORP 1.8%
Value ($000) $6,102 Shares 59,150 Est. Cost $50.44 Unrealized +59.6%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $5,438 Shares 88,870 Est. Cost $52.89 Unrealized +1.9%
HD HOME DEPOT INC 1.6%
Value ($000) $5,435 Shares 13,095 Est. Cost $229.67 Unrealized +49.4%
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $4,773 Shares 65,739 Est. Cost $54.50 Unrealized +7.9%
DOW DOW INC 1.3%
Value ($000) $4,494 Shares 79,227 Est. Cost $40.99 Unrealized +9.9%
NEM NEWMONT CORP 1.3%
Value ($000) $4,377 Shares 70,580 Est. Cost $51.15 Unrealized -2.6%
T AT&T INC 1.2%
Value ($000) $4,230 Shares 171,935 Est. Cost $15.45 Unrealized -5.0%
DD DUPONT DE NEMOURS INC 1.0%
Value ($000) $3,500 Shares 43,324 Est. Cost $25.92 Unrealized +12.7%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $3,426 Shares 6,823 Est. Cost $192.94 Unrealized +118.8%
MMM 3M CO 0.9%
Value ($000) $3,146 Shares 17,711 Est. Cost $128.60 Unrealized -1.0%
LOW LOWES COS INC 0.8%
Value ($000) $2,814 Shares 10,887 Est. Cost $110.93 Unrealized +98.2%
ABBV ABBVIE INC 0.7%
Value ($000) $2,494 Shares 18,418 Est. Cost $71.28 Unrealized +42.7%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,238 Shares 6,296 Est. Cost $253.21 Unrealized +22.0%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,207 Shares 11,711 Est. Cost $90.66 Unrealized +87.7%
CPB CAMPBELL SOUP CO 0.6%
Value ($000) $2,138 Shares 49,200 Est. Cost $36.19 Unrealized 0.0%
LINDE PLC 0.6%
Value ($000) $2,037 Shares 5,881 Est. Cost $207.48 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $2,011 Shares 9,725 Est. Cost $179.88 Unrealized +3.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,950 Shares 22,662 Est. Cost $55.66 Unrealized +42.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,813 Shares 34,886 Est. Cost $32.38 Unrealized +24.7%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,754 Shares 23,107 Est. Cost $54.23 Unrealized +20.4%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,753 Shares 39,410 Est. Cost $23.22 Unrealized +76.6%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,686 Shares 5,731 Est. Cost $27.46 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,646 Shares 17,327 Est. Cost $66.78 Unrealized +14.3%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,596 Shares 8,464 Est. Cost $137.66 Unrealized +56.8%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,584 Shares 3,820 Est. Cost $182.49 Unrealized +88.1%
GOOG ALPHABET INC 0.4%
Value ($000) $1,490 Shares 515 Est. Cost $51.17 Unrealized +180.3%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,471 Shares 23,593 Est. Cost $45.38 Unrealized +8.5%
AVGO BROADCOM INC 0.4%
Value ($000) $1,411 Shares 2,120 Est. Cost $26.55 Unrealized +95.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,314 Shares 18,211 Est. Cost $39.65 Unrealized +58.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,293 Shares 4,824 Est. Cost $156.98 Unrealized +46.3%
ADM ARCHER DANIELS MIDLAND CO 0.4%
Value ($000) $1,261 Shares 18,655 Est. Cost $37.85 Unrealized +51.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,231 Shares 13,184 Est. Cost $64.74 Unrealized +19.5%
IDA IDACORP INC 0.4%
Value ($000) $1,224 Shares 10,800 Est. Cost $91.42 Unrealized +16.4%
MS MORGAN STANLEY 0.4%
Value ($000) $1,218 Shares 12,410 Est. Cost $68.55 Unrealized +26.6%
TGT TARGET CORP 0.4%
Value ($000) $1,201 Shares 5,191 Est. Cost $67.48 Unrealized +217.4%
KR KROGER CO 0.3%
Value ($000) $1,184 Shares 26,170 Est. Cost $25.88 Unrealized +48.7%
TSLA TESLA INC 0.3%
Value ($000) $1,161 Shares 1,099 Est. Cost $183.65 Unrealized +82.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,153 Shares 22,901 Est. Cost $37.34 Unrealized +23.6%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $1,082 Shares 8,145 Est. Cost $70.91 Unrealized +65.2%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,078 Shares 20,671 Est. Cost $54.54 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $1,078 Shares 1,760 Est. Cost $161.96 Unrealized +270.1%
CRM SALESFORCE COM INC 0.3%
Value ($000) $1,067 Shares 4,199 Est. Cost $179.56 Unrealized +54.6%
V VISA INC 0.3%
Value ($000) $1,055 Shares 4,866 Est. Cost $179.39 Unrealized +16.0%
SYY SYSCO CORP 0.3%
Value ($000) $1,049 Shares 13,356 Est. Cost $49.17 Unrealized +39.9%
R RYDER SYS INC 0.3%
Value ($000) $1,043 Shares 12,650 Est. Cost $66.69 Unrealized +25.7%
NKE NIKE INC 0.3%
Value ($000) $1,039 Shares 6,233 Est. Cost $74.57 Unrealized +107.3%
OKE ONEOK INC NEW 0.3%
Value ($000) $1,032 Shares 17,560 Est. Cost $25.82 Unrealized +92.2%
DISCOVER FINL SVCS 0.3%
Value ($000) $1,017 Shares 8,802 Est. Cost $116.06 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $1,006 Shares 3,991 Est. Cost $145.03 Unrealized +48.2%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $977 Shares 2,719 Est. Cost $215.07 Unrealized +57.1%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $927 Shares 4,587 Est. Cost $123.56 Unrealized +44.5%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $899 Shares 17,452 Est. Cost $46.54 Unrealized -4.1%
PEP PEPSICO INC 0.3%
Value ($000) $897 Shares 5,165 Est. Cost $106.14 Unrealized +35.2%
UAA UNDER ARMOUR INC 0.3%
Value ($000) $864 Shares 40,785 Est. Cost $22.32 Unrealized +1.7%
LAM RESEARCH CORP 0.2%
Value ($000) $855 Shares 1,189 Est. Cost $659.77 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $836 Shares 13,057 Est. Cost $47.78 Unrealized +22.2%
ELV ANTHEM INC 0.2%
Value ($000) $834 Shares 1,800 Est. Cost $250.69 Unrealized +58.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $797 Shares 2,725 Est. Cost $242.85 Unrealized -1.4%
BLACKROCK INC 0.2%
Value ($000) $783 Shares 855 Est. Cost $893.91 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $775 Shares 7,490 Est. Cost $90.89 Unrealized +12.3%
IVZ INVESCO LTD 0.2%
Value ($000) $773 Shares 33,590 Est. Cost $22.10 Unrealized -8.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $770 Shares 3,842 Est. Cost $152.16 Unrealized +14.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $763 Shares 4,170 Est. Cost $85.79 Unrealized +70.3%
OGN ORGANON & CO 0.2%
Value ($000) $761 Shares 24,990 Est. Cost $26.96 Unrealized +0.0%
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $751 Shares 9,425 Est. Cost $40.50 Unrealized +81.4%
CDW CDW CORP 0.2%
Value ($000) $749 Shares 3,658 Est. Cost $174.67 Unrealized +3.4%
CME CME GROUP INC 0.2%
Value ($000) $747 Shares 3,269 Est. Cost $159.27 Unrealized +16.0%
BYD BOYD GAMING CORP 0.2%
Value ($000) $737 Shares 11,240 Est. Cost $29.42 Unrealized +106.9%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $711 Shares 6,777 Est. Cost $62.61 Unrealized +37.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $711 Shares 4,348 Est. Cost $93.04 Unrealized +73.9%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $708 Shares 8,301 Est. Cost $66.25 Unrealized +7.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $693 Shares 10,449 Est. Cost $43.30 Unrealized +27.7%
SHOP SHOPIFY INC 0.2%
Value ($000) $689 Shares 500 Est. Cost $45.08 Unrealized +224.2%
TWITTER INC 0.2%
Value ($000) $676 Shares 15,636 Est. Cost $36.58 Unrealized
VIACOMCBS INC 0.2%
Value ($000) $667 Shares 22,105 Est. Cost $44.80 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $582 Shares 8,127 Est. Cost $55.37 Unrealized 0.0%
NVAX NOVAVAX INC 0.2%
Value ($000) $572 Shares 4,000 Est. Cost $196.11 Unrealized -12.4%
BA BOEING CO 0.2%
Value ($000) $560 Shares 2,781 Est. Cost $256.61 Unrealized -17.7%
KO COCA COLA CO 0.2%
Value ($000) $544 Shares 9,183 Est. Cost $38.45 Unrealized +27.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $536 Shares 1,400 Est. Cost $172.10 Unrealized +107.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $510 Shares 3,290 Est. Cost $132.63 Unrealized +19.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $476 Shares 9,758 Est. Cost $38.61 Unrealized 0.0%
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $473 Shares 4,000 Est. Cost $36.31 Unrealized +245.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $470 Shares 2,253 Est. Cost $137.08 Unrealized +35.0%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $458 Shares 12,160 Est. Cost $45.36 Unrealized -19.1%
SWX SOUTHWEST GAS HLDGS INC 0.1%
Value ($000) $455 Shares 6,500 Est. Cost $75.61 Unrealized -8.9%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $454 Shares 4,676 Est. Cost $64.04 Unrealized +24.0%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $438 Shares 8,388 Est. Cost $38.96 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $436 Shares 2,508 Est. Cost $90.04 Unrealized +73.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $394 Shares 1,847 Est. Cost $203.52 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $350 Shares 4,018 Est. Cost $88.90 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $338 Shares 3,142 Est. Cost $43.67 Unrealized +134.1%
WMT WALMART INC 0.1%
Value ($000) $313 Shares 2,166 Est. Cost $43.53 Unrealized +3.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $296 Shares 2,060 Est. Cost $81.36 Unrealized +65.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $286 Shares 1,138 Est. Cost $184.67 Unrealized +15.1%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $281 Shares 3,300 Est. Cost $125.91 Unrealized -31.6%
ATLASSIAN CORP PLC 0.1%
Value ($000) $267 Shares 700 Est. Cost $391.43 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $263 Shares 1,059 Est. Cost $188.10 Unrealized +14.2%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $256 Shares 4,500 Est. Cost $31.24 Unrealized +65.9%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $242 Shares 1,301 Est. Cost $174.32 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $236 Shares 1,100 Est. Cost $164.16 Unrealized +2.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $236 Shares 1,500 Est. Cost $114.71 Unrealized +46.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $232 Shares 4,828 Est. Cost $44.41 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $227 Shares 3,403 Est. Cost $53.86 Unrealized +2.1%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $226 Shares 1,337 Est. Cost $156.65 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $222 Shares 600 Est. Cost $317.73 Unrealized 0.0%
BWA BORGWARNER INC 0.1%
Value ($000) $221 Shares 4,914 Est. Cost $37.80 Unrealized 0.0%
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $215 Shares 3,900 Est. Cost $51.99 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $214 Shares 2,102 Est. Cost $93.80 Unrealized 0.0%