Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $369,434 (100.0% shares, 0.0% debt)

Holdings (156)

AAPL APPLE INC 11.1%
Value ($000) $40,943 Shares 234,482 Est. Cost $90.07 Unrealized +83.0%
MSFT MICROSOFT CORP 6.6%
Value ($000) $24,229 Shares 78,587 Est. Cost $92.18 Unrealized +216.1%
CVX CHEVRON CORP NEW 5.9%
Value ($000) $21,747 Shares 133,556 Est. Cost $77.68 Unrealized +58.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value ($000) $14,703 Shares 41,663 Est. Cost $191.81 Unrealized +68.6%
AMZN AMAZON COM INC 3.8%
Value ($000) $14,093 Shares 4,323 Est. Cost $70.11 Unrealized +120.4%
GOOGL ALPHABET INC 3.6%
Value ($000) $13,164 Shares 4,733 Est. Cost $54.28 Unrealized +148.3%
GDEN GOLDEN ENTMT INC 3.6%
Value ($000) $13,140 Shares 226,286 Est. Cost $35.34 Unrealized +28.6%
PG PROCTER AND GAMBLE CO 2.8%
Value ($000) $10,387 Shares 67,979 Est. Cost $99.20 Unrealized +43.3%
CSCO CISCO SYS INC 2.7%
Value ($000) $9,876 Shares 177,117 Est. Cost $32.63 Unrealized +54.1%
PFE PFIZER INC 2.5%
Value ($000) $9,179 Shares 177,298 Est. Cost $24.78 Unrealized +71.4%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $7,863 Shares 57,680 Est. Cost $84.03 Unrealized +59.1%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $7,743 Shares 43,688 Est. Cost $113.32 Unrealized +34.0%
AMGN AMGEN INC 2.1%
Value ($000) $7,603 Shares 31,440 Est. Cost $166.45 Unrealized +22.1%
INTC INTEL CORP 2.0%
Value ($000) $7,425 Shares 149,821 Est. Cost $41.85 Unrealized +10.4%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $7,122 Shares 86,234 Est. Cost $52.89 Unrealized +28.4%
MRK MERCK & CO INC 1.8%
Value ($000) $6,740 Shares 82,149 Est. Cost $47.36 Unrealized +47.5%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $6,592 Shares 11,448 Est. Cost $198.07 Unrealized +152.9%
ORCL ORACLE CORP 1.6%
Value ($000) $5,899 Shares 71,299 Est. Cost $77.65 Unrealized -0.9%
CVS CVS HEALTH CORP 1.6%
Value ($000) $5,856 Shares 57,855 Est. Cost $50.44 Unrealized +82.4%
NEM NEWMONT CORP 1.5%
Value ($000) $5,600 Shares 70,480 Est. Cost $51.15 Unrealized +17.4%
DOW DOW INC 1.4%
Value ($000) $5,243 Shares 82,275 Est. Cost $41.26 Unrealized +17.0%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $4,327 Shares 72,792 Est. Cost $54.56 Unrealized +1.1%
HD HOME DEPOT INC 1.1%
Value ($000) $4,016 Shares 13,418 Est. Cost $231.70 Unrealized +35.5%
T AT&T INC 1.1%
Value ($000) $4,013 Shares 169,826 Est. Cost $15.45 Unrealized -3.5%
DD DUPONT DE NEMOURS INC 1.0%
Value ($000) $3,649 Shares 49,589 Est. Cost $26.44 Unrealized +13.7%
MMM 3M CO 0.9%
Value ($000) $3,497 Shares 23,487 Est. Cost $125.15 Unrealized -8.4%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $3,395 Shares 6,656 Est. Cost $192.94 Unrealized +133.8%
ABBV ABBVIE INC 0.8%
Value ($000) $3,076 Shares 18,974 Est. Cost $72.89 Unrealized +73.4%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,675 Shares 12,007 Est. Cost $182.84 Unrealized +6.9%
LOW LOWES COS INC 0.7%
Value ($000) $2,488 Shares 12,306 Est. Cost $122.74 Unrealized +73.8%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,331 Shares 5,282 Est. Cost $253.21 Unrealized +44.2%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,330 Shares 12,702 Est. Cost $95.86 Unrealized +64.1%
CPB CAMPBELL SOUP CO 0.6%
Value ($000) $2,220 Shares 49,800 Est. Cost $36.22 Unrealized +7.1%
LINDE PLC 0.6%
Value ($000) $2,132 Shares 6,674 Est. Cost $220.78 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,835 Shares 19,537 Est. Cost $68.59 Unrealized +20.7%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,781 Shares 43,199 Est. Cost $24.77 Unrealized +64.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,760 Shares 34,543 Est. Cost $32.38 Unrealized +28.2%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $1,682 Shares 35,920 Est. Cost $39.33 Unrealized +8.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,603 Shares 26,469 Est. Cost $55.37 Unrealized +14.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,580 Shares 18,648 Est. Cost $66.88 Unrealized +7.7%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,553 Shares 4,605 Est. Cost $205.68 Unrealized +54.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,545 Shares 21,160 Est. Cost $45.38 Unrealized +25.2%
GOOG ALPHABET INC 0.4%
Value ($000) $1,441 Shares 516 Est. Cost $51.17 Unrealized +163.7%
V VISA INC 0.4%
Value ($000) $1,414 Shares 6,375 Est. Cost $186.64 Unrealized +12.5%
UNP UNION PAC CORP 0.4%
Value ($000) $1,407 Shares 5,151 Est. Cost $164.29 Unrealized +40.3%
MS MORGAN STANLEY 0.4%
Value ($000) $1,354 Shares 15,492 Est. Cost $71.74 Unrealized +17.9%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,333 Shares 4,885 Est. Cost $27.46 Unrealized -8.8%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,303 Shares 5,270 Est. Cost $162.97 Unrealized +39.8%
PEP PEPSICO INC 0.3%
Value ($000) $1,274 Shares 7,611 Est. Cost $119.72 Unrealized +24.0%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $1,269 Shares 8,200 Est. Cost $70.91 Unrealized +92.1%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,259 Shares 11,515 Est. Cost $112.58 Unrealized +6.0%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,258 Shares 12,390 Est. Cost $76.96 Unrealized 0.0%
OKE ONEOK INC NEW 0.3%
Value ($000) $1,248 Shares 17,675 Est. Cost $25.82 Unrealized +101.5%
IDA IDACORP INC 0.3%
Value ($000) $1,246 Shares 10,800 Est. Cost $91.42 Unrealized +19.1%
TSLA TESLA INC 0.3%
Value ($000) $1,236 Shares 1,147 Est. Cost $189.00 Unrealized +64.8%
TGT TARGET CORP 0.3%
Value ($000) $1,225 Shares 5,770 Est. Cost $79.90 Unrealized +139.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,210 Shares 7,915 Est. Cost $117.87 Unrealized +30.3%
PARAMOUNT GLOBAL 0.3%
Value ($000) $1,137 Shares 30,067 Est. Cost $42.95 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,098 Shares 9,893 Est. Cost $91.57 Unrealized +2.3%
SYY SYSCO CORP 0.3%
Value ($000) $1,068 Shares 13,086 Est. Cost $49.17 Unrealized +47.8%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,042 Shares 5,651 Est. Cost $159.18 Unrealized +9.4%
CME CME GROUP INC 0.3%
Value ($000) $1,028 Shares 4,322 Est. Cost $169.36 Unrealized +18.5%
ELV ANTHEM INC 0.3%
Value ($000) $1,019 Shares 2,074 Est. Cost $274.73 Unrealized +57.5%
AVGO BROADCOM INC 0.3%
Value ($000) $1,017 Shares 1,615 Est. Cost $26.55 Unrealized +107.5%
R RYDER SYS INC 0.3%
Value ($000) $1,004 Shares 12,650 Est. Cost $66.69 Unrealized +16.6%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,000 Shares 13,192 Est. Cost $68.50 Unrealized +5.6%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $999 Shares 8,640 Est. Cost $137.56 Unrealized -3.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $990 Shares 2,769 Est. Cost $217.54 Unrealized +61.6%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $982 Shares 3,909 Est. Cost $234.38 Unrealized -8.3%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $975 Shares 17,192 Est. Cost $46.54 Unrealized +5.7%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $958 Shares 15,257 Est. Cost $48.14 Unrealized +21.8%
CRM SALESFORCE COM INC 0.3%
Value ($000) $951 Shares 4,477 Est. Cost $181.61 Unrealized +17.1%
MPC MARATHON PETE CORP 0.3%
Value ($000) $945 Shares 11,057 Est. Cost $47.78 Unrealized +45.8%
CDW CDW CORP 0.3%
Value ($000) $944 Shares 5,278 Est. Cost $174.53 Unrealized -0.2%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $927 Shares 20,090 Est. Cost $38.65 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $925 Shares 6,060 Est. Cost $131.39 Unrealized +18.6%
LAM RESEARCH CORP 0.2%
Value ($000) $918 Shares 1,707 Est. Cost $622.75 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $916 Shares 20,466 Est. Cost $54.54 Unrealized
DISCOVER FINL SVCS 0.2%
Value ($000) $903 Shares 8,195 Est. Cost $116.06 Unrealized
IVZ INVESCO LTD 0.2%
Value ($000) $902 Shares 39,135 Est. Cost $21.60 Unrealized -14.1%
MSCI MSCI INC 0.2%
Value ($000) $900 Shares 1,790 Est. Cost $167.56 Unrealized +196.3%
NKE NIKE INC 0.2%
Value ($000) $854 Shares 6,348 Est. Cost $75.61 Unrealized +74.5%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $766 Shares 15,676 Est. Cost $39.11 Unrealized +0.5%
O REALTY INCOME CORP 0.2%
Value ($000) $742 Shares 10,708 Est. Cost $55.36 Unrealized -0.1%
BYD BOYD GAMING CORP 0.2%
Value ($000) $739 Shares 11,240 Est. Cost $29.42 Unrealized +112.0%
BLACKROCK INC 0.2%
Value ($000) $737 Shares 965 Est. Cost $879.07 Unrealized
UAA UNDER ARMOUR INC 0.2%
Value ($000) $719 Shares 42,230 Est. Cost $22.17 Unrealized -19.1%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $664 Shares 12,888 Est. Cost $39.77 Unrealized +9.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $654 Shares 4,770 Est. Cost $135.30 Unrealized +4.4%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $616 Shares 6,175 Est. Cost $68.56 Unrealized +20.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $606 Shares 3,555 Est. Cost $107.30 Unrealized +38.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $587 Shares 3,139 Est. Cost $93.04 Unrealized +84.6%
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $571 Shares 9,425 Est. Cost $40.50 Unrealized +71.5%
BA BOEING CO 0.2%
Value ($000) $561 Shares 2,928 Est. Cost $253.81 Unrealized -20.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $515 Shares 5,203 Est. Cost $55.66 Unrealized +55.9%
SWX SOUTHWEST GAS HLDGS INC 0.1%
Value ($000) $509 Shares 6,500 Est. Cost $75.61 Unrealized -7.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $507 Shares 2,040 Est. Cost $204.57 Unrealized +4.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $476 Shares 6,794 Est. Cost $55.94 Unrealized +3.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $472 Shares 2,426 Est. Cost $139.45 Unrealized +22.2%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $469 Shares 12,060 Est. Cost $45.36 Unrealized -12.7%
MCK MCKESSON CORP 0.1%
Value ($000) $467 Shares 1,527 Est. Cost $212.15 Unrealized +25.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $462 Shares 1,400 Est. Cost $172.10 Unrealized +85.8%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $452 Shares 2,851 Est. Cost $155.98 Unrealized -0.4%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $407 Shares 2,339 Est. Cost $173.42 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $387 Shares 6,243 Est. Cost $38.45 Unrealized +40.6%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $361 Shares 2,196 Est. Cost $165.80 Unrealized -7.5%
SHEL SHELL PLC 0.1%
Value ($000) $360 Shares 6,547 Est. Cost $54.99 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $355 Shares 1,418 Est. Cost $250.35 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $351 Shares 2,616 Est. Cost $115.71 Unrealized 0.0%
BWA BORGWARNER INC 0.1%
Value ($000) $345 Shares 8,858 Est. Cost $36.69 Unrealized -3.8%
CB CHUBB LIMITED 0.1%
Value ($000) $344 Shares 1,610 Est. Cost $192.91 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $341 Shares 1,664 Est. Cost $196.64 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $338 Shares 500 Est. Cost $45.08 Unrealized +82.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $334 Shares 4,457 Est. Cost $78.17 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $332 Shares 9,356 Est. Cost $31.03 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $325 Shares 3,580 Est. Cost $89.01 Unrealized -7.7%
NVST ENVISTA HOLDINGS CORPORATION 0.1%
Value ($000) $324 Shares 6,651 Est. Cost $46.13 Unrealized 0.0%
HORIZON THERAPEUTICS PUB L 0.1%
Value ($000) $321 Shares 3,048 Est. Cost $105.31 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $319 Shares 2,300 Est. Cost $114.28 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $317 Shares 5,929 Est. Cost $53.50 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $312 Shares 1,093 Est. Cost $252.93 Unrealized 0.0%
NVAX NOVAVAX INC 0.1%
Value ($000) $295 Shares 4,000 Est. Cost $196.11 Unrealized -54.5%
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $291 Shares 4,000 Est. Cost $36.31 Unrealized +133.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $290 Shares 5,123 Est. Cost $50.63 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $285 Shares 1,238 Est. Cost $187.19 Unrealized +15.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $282 Shares 6,374 Est. Cost $43.34 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $282 Shares 4,500 Est. Cost $31.24 Unrealized +76.2%
WMT WALMART INC 0.1%
Value ($000) $282 Shares 1,892 Est. Cost $43.53 Unrealized +2.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $263 Shares 5,424 Est. Cost $44.86 Unrealized +8.1%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $260 Shares 3,142 Est. Cost $43.67 Unrealized +104.2%
HAS HASBRO INC 0.1%
Value ($000) $258 Shares 3,147 Est. Cost $79.36 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $256 Shares 617 Est. Cost $363.01 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $255 Shares 3,200 Est. Cost $125.91 Unrealized -34.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $246 Shares 3,273 Est. Cost $68.96 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $245 Shares 2,074 Est. Cost $94.13 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $244 Shares 1,800 Est. Cost $119.51 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $242 Shares 1,046 Est. Cost $236.82 Unrealized 0.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $239 Shares 996 Est. Cost $218.34 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $235 Shares 2,624 Est. Cost $82.47 Unrealized 0.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $235 Shares 456 Est. Cost $473.40 Unrealized 0.0%
WAB WABTEC 0.1%
Value ($000) $231 Shares 2,398 Est. Cost $90.59 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $231 Shares 4,862 Est. Cost $35.85 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $231 Shares 3,841 Est. Cost $60.14 Unrealized
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $228 Shares 1,531 Est. Cost $160.29 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $223 Shares 743 Est. Cost $285.60 Unrealized 0.0%
ZTS ZOETIS INC 0.1%
Value ($000) $223 Shares 1,183 Est. Cost $190.28 Unrealized 0.0%
TE CONNECTIVITY LTD 0.1%
Value ($000) $216 Shares 1,649 Est. Cost $130.99 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $215 Shares 2,355 Est. Cost $58.52 Unrealized 0.0%
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $214 Shares 4,400 Est. Cost $51.50 Unrealized -7.4%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $213 Shares 4,293 Est. Cost $50.75 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $212 Shares 3,127 Est. Cost $58.78 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $211 Shares 1,278 Est. Cost $151.24 Unrealized 0.0%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $209 Shares 2,606 Est. Cost $69.65 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $207 Shares 1,500 Est. Cost $114.71 Unrealized +19.6%
ATLASSIAN CORP PLC 0.1%
Value ($000) $206 Shares 700 Est. Cost $391.43 Unrealized
SYNEOS HEALTH INC 0.1%
Value ($000) $201 Shares 2,478 Est. Cost $81.11 Unrealized