Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $310,772 (100.0% shares, 0.0% debt)

Holdings (139)

AAPL APPLE INC 10.4%
Value ($000) $32,468 Shares 237,475 Est. Cost $90.81 Unrealized +63.7%
MSFT MICROSOFT CORP 6.9%
Value ($000) $21,295 Shares 82,914 Est. Cost $101.12 Unrealized +160.5%
CVX CHEVRON CORP NEW 5.7%
Value ($000) $17,668 Shares 122,033 Est. Cost $77.68 Unrealized +83.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.8%
Value ($000) $11,799 Shares 43,217 Est. Cost $196.19 Unrealized +59.9%
GOOGL ALPHABET INC 3.4%
Value ($000) $10,487 Shares 4,812 Est. Cost $55.31 Unrealized +111.3%
PG PROCTER AND GAMBLE CO 3.1%
Value ($000) $9,777 Shares 67,998 Est. Cost $99.20 Unrealized +38.4%
AMZN AMAZON COM INC 3.0%
Value ($000) $9,195 Shares 86,575 Est. Cost $122.39 Unrealized +2.2%
PFE PFIZER INC 2.9%
Value ($000) $9,131 Shares 174,162 Est. Cost $24.78 Unrealized +69.5%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $8,567 Shares 76,074 Est. Cost $91.04 Unrealized +24.1%
GDEN GOLDEN ENTMT INC 2.6%
Value ($000) $8,151 Shares 206,100 Est. Cost $35.34 Unrealized +18.3%
CSCO CISCO SYS INC 2.6%
Value ($000) $8,071 Shares 189,271 Est. Cost $33.29 Unrealized +28.6%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $7,762 Shares 43,728 Est. Cost $113.32 Unrealized +41.1%
MRK MERCK & CO INC 2.4%
Value ($000) $7,409 Shares 81,264 Est. Cost $47.36 Unrealized +67.2%
AMGN AMGEN INC 2.3%
Value ($000) $7,259 Shares 29,835 Est. Cost $166.45 Unrealized +31.3%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $7,205 Shares 84,134 Est. Cost $52.89 Unrealized +50.5%
INTC INTEL CORP 2.2%
Value ($000) $6,686 Shares 178,713 Est. Cost $41.65 Unrealized -2.5%
ORCL ORACLE CORP 2.0%
Value ($000) $6,161 Shares 88,176 Est. Cost $76.15 Unrealized -8.3%
COST COSTCO WHSL CORP NEW 1.7%
Value ($000) $5,435 Shares 11,339 Est. Cost $198.07 Unrealized +144.8%
NEM NEWMONT CORP 1.4%
Value ($000) $4,359 Shares 73,050 Est. Cost $51.58 Unrealized +22.7%
DOW DOW INC 1.4%
Value ($000) $4,338 Shares 84,052 Est. Cost $41.48 Unrealized +24.9%
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $4,153 Shares 67,187 Est. Cost $54.56 Unrealized -0.9%
MMM 3M CO 1.2%
Value ($000) $3,734 Shares 28,857 Est. Cost $121.44 Unrealized -13.4%
HD HOME DEPOT INC 1.2%
Value ($000) $3,706 Shares 13,512 Est. Cost $231.70 Unrealized +16.1%
ABBV ABBVIE INC 1.1%
Value ($000) $3,522 Shares 22,995 Est. Cost $83.60 Unrealized +60.4%
T AT&T INC 1.1%
Value ($000) $3,319 Shares 158,370 Est. Cost $15.45 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $3,280 Shares 6,385 Est. Cost $192.94 Unrealized +144.1%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $2,818 Shares 50,709 Est. Cost $26.42 Unrealized -4.1%
CPB CAMPBELL SOUP CO 0.8%
Value ($000) $2,357 Shares 49,050 Est. Cost $36.22 Unrealized +15.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,228 Shares 5,182 Est. Cost $253.21 Unrealized +57.1%
LOW LOWES COS INC 0.7%
Value ($000) $2,203 Shares 12,614 Est. Cost $124.13 Unrealized +44.7%
CAT CATERPILLAR INC 0.7%
Value ($000) $2,140 Shares 11,972 Est. Cost $182.84 Unrealized +7.9%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,971 Shares 12,827 Est. Cost $95.86 Unrealized +57.5%
LINDE PLC 0.6%
Value ($000) $1,915 Shares 6,659 Est. Cost $220.78 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $1,829 Shares 18,523 Est. Cost $68.59 Unrealized +24.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,624 Shares 32,002 Est. Cost $32.38 Unrealized +23.9%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,591 Shares 20,660 Est. Cost $45.38 Unrealized +43.1%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,548 Shares 27,711 Est. Cost $55.46 Unrealized +3.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,417 Shares 18,297 Est. Cost $66.88 Unrealized +2.9%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,397 Shares 35,612 Est. Cost $39.33 Unrealized -2.5%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,333 Shares 42,835 Est. Cost $24.77 Unrealized +32.2%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,252 Shares 4,510 Est. Cost $205.68 Unrealized +38.4%
V VISA INC 0.4%
Value ($000) $1,236 Shares 6,276 Est. Cost $186.64 Unrealized +7.7%
PEP PEPSICO INC 0.4%
Value ($000) $1,231 Shares 7,386 Est. Cost $119.72 Unrealized +25.1%
MS MORGAN STANLEY 0.4%
Value ($000) $1,176 Shares 15,456 Est. Cost $71.74 Unrealized +0.9%
GOOG ALPHABET INC 0.4%
Value ($000) $1,159 Shares 530 Est. Cost $52.92 Unrealized +121.6%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,154 Shares 4,674 Est. Cost $162.97 Unrealized +38.9%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,141 Shares 8,935 Est. Cost $118.67 Unrealized +5.3%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $1,131 Shares 2,343 Est. Cost $297.09 Unrealized +58.0%
SYY SYSCO CORP 0.4%
Value ($000) $1,123 Shares 13,251 Est. Cost $49.50 Unrealized +53.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,111 Shares 11,994 Est. Cost $50.44 Unrealized +70.3%
IDA IDACORP INC 0.4%
Value ($000) $1,091 Shares 10,300 Est. Cost $91.42 Unrealized +18.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,048 Shares 13,705 Est. Cost $109.55 Unrealized -14.6%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $1,037 Shares 9,755 Est. Cost $76.96 Unrealized +37.6%
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,012 Shares 32,432 Est. Cost $29.20 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $1,002 Shares 7,080 Est. Cost $70.91 Unrealized +108.3%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,000 Shares 3,911 Est. Cost $234.38 Unrealized -5.2%
UNP UNION PAC CORP 0.3%
Value ($000) $955 Shares 4,479 Est. Cost $164.29 Unrealized +27.1%
R RYDER SYS INC 0.3%
Value ($000) $942 Shares 13,260 Est. Cost $66.99 Unrealized +9.5%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $914 Shares 11,409 Est. Cost $68.50 Unrealized +4.8%
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $911 Shares 17,422 Est. Cost $46.62 Unrealized +12.9%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $910 Shares 14,660 Est. Cost $48.14 Unrealized +18.9%
MPC MARATHON PETE CORP 0.3%
Value ($000) $904 Shares 11,000 Est. Cost $47.78 Unrealized +80.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $888 Shares 2,814 Est. Cost $219.45 Unrealized +53.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $872 Shares 9,720 Est. Cost $91.57 Unrealized -1.3%
CME CME GROUP INC 0.3%
Value ($000) $868 Shares 4,240 Est. Cost $169.36 Unrealized +7.4%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $864 Shares 20,660 Est. Cost $38.67 Unrealized +1.7%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $844 Shares 5,349 Est. Cost $159.18 Unrealized -8.6%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $823 Shares 21,706 Est. Cost $53.59 Unrealized
CDW CDW CORP 0.3%
Value ($000) $814 Shares 5,169 Est. Cost $174.53 Unrealized -8.0%
AVGO BROADCOM INC 0.3%
Value ($000) $799 Shares 1,645 Est. Cost $27.02 Unrealized +93.9%
OKE ONEOK INC NEW 0.3%
Value ($000) $797 Shares 14,355 Est. Cost $25.82 Unrealized +106.9%
DISCOVER FINL SVCS 0.3%
Value ($000) $789 Shares 8,345 Est. Cost $115.68 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $777 Shares 1,154 Est. Cost $189.00 Unrealized +44.4%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $774 Shares 5,959 Est. Cost $131.39 Unrealized +0.7%
JUNIPER NETWORKS INC 0.2%
Value ($000) $770 Shares 27,035 Est. Cost $28.48 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $762 Shares 1,850 Est. Cost $175.68 Unrealized +137.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $751 Shares 4,957 Est. Cost $27.33 Unrealized -31.1%
PARAMOUNT GLOBAL 0.2%
Value ($000) $743 Shares 30,095 Est. Cost $42.95 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $720 Shares 10,545 Est. Cost $55.36 Unrealized +2.0%
LAM RESEARCH CORP 0.2%
Value ($000) $716 Shares 1,680 Est. Cost $622.75 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $687 Shares 4,865 Est. Cost $79.90 Unrealized +113.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $687 Shares 9,838 Est. Cost $131.35 Unrealized -34.1%
IVZ INVESCO LTD 0.2%
Value ($000) $674 Shares 41,765 Est. Cost $21.24 Unrealized -24.8%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $608 Shares 6,037 Est. Cost $68.56 Unrealized +30.4%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $597 Shares 12,598 Est. Cost $39.77 Unrealized +11.7%
BLACKROCK INC 0.2%
Value ($000) $576 Shares 945 Est. Cost $879.07 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $567 Shares 15,346 Est. Cost $39.11 Unrealized -17.1%
SWX SOUTHWEST GAS HLDGS INC 0.2%
Value ($000) $566 Shares 6,500 Est. Cost $75.61 Unrealized +16.7%
BYD BOYD GAMING CORP 0.2%
Value ($000) $559 Shares 11,240 Est. Cost $29.42 Unrealized +89.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $543 Shares 3,496 Est. Cost $107.30 Unrealized +41.4%
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $495 Shares 36,918 Est. Cost $18.55 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $492 Shares 5,119 Est. Cost $55.66 Unrealized +59.1%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $481 Shares 1,990 Est. Cost $204.57 Unrealized +9.3%
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $469 Shares 9,425 Est. Cost $40.50 Unrealized +32.5%
MCK MCKESSON CORP 0.1%
Value ($000) $449 Shares 1,377 Est. Cost $212.15 Unrealized +48.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $449 Shares 4,760 Est. Cost $135.30 Unrealized -19.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $431 Shares 3,108 Est. Cost $93.04 Unrealized +69.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $421 Shares 1,416 Est. Cost $173.36 Unrealized +63.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $414 Shares 2,382 Est. Cost $139.45 Unrealized +19.2%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $407 Shares 12,107 Est. Cost $45.36 Unrealized -27.2%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value ($000) $406 Shares 2,599 Est. Cost $155.98 Unrealized -3.0%
KO COCA COLA CO 0.1%
Value ($000) $390 Shares 6,206 Est. Cost $38.45 Unrealized +47.6%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $377 Shares 10,126 Est. Cost $42.36 Unrealized -3.9%
BA BOEING CO 0.1%
Value ($000) $370 Shares 2,708 Est. Cost $253.81 Unrealized -41.9%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $365 Shares 2,253 Est. Cost $173.42 Unrealized -7.7%
C CITIGROUP INC 0.1%
Value ($000) $356 Shares 7,739 Est. Cost $51.23 Unrealized -14.6%
META META PLATFORMS INC 0.1%
Value ($000) $356 Shares 2,206 Est. Cost $191.58 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $348 Shares 6,655 Est. Cost $54.94 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $347 Shares 1,900 Est. Cost $153.35 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $330 Shares 2,026 Est. Cost $147.45 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $327 Shares 2,177 Est. Cost $165.80 Unrealized -8.9%
CMI CUMMINS INC 0.1%
Value ($000) $320 Shares 1,654 Est. Cost $196.64 Unrealized -6.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $315 Shares 4,972 Est. Cost $55.94 Unrealized +7.3%
BWA BORGWARNER INC 0.1%
Value ($000) $314 Shares 9,407 Est. Cost $36.37 Unrealized -14.1%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $314 Shares 2,792 Est. Cost $115.27 Unrealized -5.7%
CB CHUBB LIMITED 0.1%
Value ($000) $305 Shares 1,549 Est. Cost $192.91 Unrealized +1.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $289 Shares 2,281 Est. Cost $114.28 Unrealized +5.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $289 Shares 1,238 Est. Cost $187.19 Unrealized +22.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $287 Shares 4,947 Est. Cost $76.80 Unrealized -16.3%
NVST ENVISTA HOLDINGS CORPORATION 0.1%
Value ($000) $279 Shares 7,237 Est. Cost $45.80 Unrealized -8.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $267 Shares 1,175 Est. Cost $251.08 Unrealized -9.8%
PIONEER NAT RES CO 0.1%
Value ($000) $259 Shares 1,160 Est. Cost $250.35 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $258 Shares 980 Est. Cost $218.34 Unrealized +10.6%
HORIZON THERAPEUTICS PUB L 0.1%
Value ($000) $258 Shares 3,233 Est. Cost $103.86 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $250 Shares 9,088 Est. Cost $31.03 Unrealized -11.3%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $250 Shares 4,638 Est. Cost $59.07 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $242 Shares 5,105 Est. Cost $50.63 Unrealized -19.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $231 Shares 3,058 Est. Cost $58.78 Unrealized +5.2%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $230 Shares 4,500 Est. Cost $31.24 Unrealized +71.2%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $229 Shares 7,542 Est. Cost $31.03 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $225 Shares 1,035 Est. Cost $236.82 Unrealized -8.3%
WMT WALMART INC 0.1%
Value ($000) $223 Shares 1,833 Est. Cost $43.53 Unrealized +1.2%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $222 Shares 3,142 Est. Cost $43.67 Unrealized +60.3%
SYNEOS HEALTH INC 0.1%
Value ($000) $221 Shares 3,084 Est. Cost $79.26 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $212 Shares 5,404 Est. Cost $44.86 Unrealized -10.9%
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $207 Shares 4,000 Est. Cost $36.31 Unrealized +39.8%
NVAX NOVAVAX INC 0.1%
Value ($000) $206 Shares 4,000 Est. Cost $196.11 Unrealized -73.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $204 Shares 450 Est. Cost $473.40 Unrealized -0.8%
ZTS ZOETIS INC 0.1%
Value ($000) $203 Shares 1,180 Est. Cost $190.28 Unrealized -12.4%