Buckley Wealth Management, LLC Diversified Active

CIK: 0001730126 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $271,306 (100.0% shares, 0.0% debt)

Holdings (111)

AAPL APPLE INC 10.8%
Value ($000) $29,367 Shares 212,496 Est. Cost $90.81 Unrealized +69.9%
MSFT MICROSOFT CORP 6.8%
Value ($000) $18,336 Shares 78,730 Est. Cost $101.12 Unrealized +154.0%
CVX CHEVRON CORP NEW 6.1%
Value ($000) $16,566 Shares 115,309 Est. Cost $77.68 Unrealized +71.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.3%
Value ($000) $11,549 Shares 43,250 Est. Cost $196.19 Unrealized +45.0%
AMZN AMAZON COM INC 3.6%
Value ($000) $9,653 Shares 85,424 Est. Cost $122.39 Unrealized +3.3%
GOOGL ALPHABET INC 3.3%
Value ($000) $9,023 Shares 94,337 Est. Cost $107.26 Unrealized +2.6%
PG PROCTER AND GAMBLE CO 3.0%
Value ($000) $8,249 Shares 65,339 Est. Cost $99.20 Unrealized +31.6%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $8,028 Shares 49,146 Est. Cost $117.69 Unrealized +29.9%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $7,894 Shares 75,545 Est. Cost $91.04 Unrealized +16.0%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $7,615 Shares 87,214 Est. Cost $53.89 Unrealized +51.0%
CSCO CISCO SYS INC 2.8%
Value ($000) $7,499 Shares 187,466 Est. Cost $33.29 Unrealized +20.3%
PFE PFIZER INC 2.7%
Value ($000) $7,436 Shares 169,917 Est. Cost $24.78 Unrealized +63.1%
GDEN GOLDEN ENTMT INC 2.7%
Value ($000) $7,191 Shares 206,100 Est. Cost $35.34 Unrealized +0.4%
MRK MERCK & CO INC 2.5%
Value ($000) $6,707 Shares 77,874 Est. Cost $47.36 Unrealized +69.8%
AMGN AMGEN INC 2.4%
Value ($000) $6,457 Shares 28,645 Est. Cost $166.45 Unrealized +30.9%
INTC INTEL CORP 2.1%
Value ($000) $5,596 Shares 217,157 Est. Cost $40.00 Unrealized -19.2%
ORCL ORACLE CORP 2.0%
Value ($000) $5,526 Shares 90,492 Est. Cost $76.00 Unrealized -7.7%
NEM NEWMONT CORP 1.8%
Value ($000) $4,957 Shares 117,945 Est. Cost $47.99 Unrealized -12.2%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $4,808 Shares 10,181 Est. Cost $198.07 Unrealized +151.5%
T AT&T INC 1.7%
Value ($000) $4,696 Shares 306,105 Est. Cost $15.27 Unrealized -1.2%
DOW DOW INC 1.4%
Value ($000) $3,706 Shares 84,359 Est. Cost $41.48 Unrealized -0.0%
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $3,459 Shares 56,067 Est. Cost $54.56 Unrealized +2.2%
HD HOME DEPOT INC 1.3%
Value ($000) $3,439 Shares 12,462 Est. Cost $231.70 Unrealized +16.8%
MMM 3M CO 1.2%
Value ($000) $3,125 Shares 28,282 Est. Cost $121.44 Unrealized -20.6%
ABBV ABBVIE INC 1.1%
Value ($000) $2,933 Shares 21,854 Est. Cost $83.60 Unrealized +52.1%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $2,909 Shares 5,760 Est. Cost $192.94 Unrealized +156.6%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $2,538 Shares 50,364 Est. Cost $26.42 Unrealized -15.8%
LOW LOWES COS INC 0.8%
Value ($000) $2,082 Shares 11,085 Est. Cost $124.13 Unrealized +46.9%
MPC MARATHON PETE CORP 0.8%
Value ($000) $2,077 Shares 20,910 Est. Cost $66.33 Unrealized +31.0%
CPB CAMPBELL SOUP CO 0.7%
Value ($000) $1,934 Shares 41,050 Est. Cost $36.22 Unrealized +20.7%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,766 Shares 11,409 Est. Cost $95.86 Unrealized +58.2%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,718 Shares 10,472 Est. Cost $182.84 Unrealized -5.8%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $1,615 Shares 4,182 Est. Cost $253.21 Unrealized +50.4%
LINDE PLC 0.6%
Value ($000) $1,604 Shares 5,950 Est. Cost $220.78 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $1,547 Shares 24,898 Est. Cost $55.46 Unrealized +8.0%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,459 Shares 20,520 Est. Cost $45.38 Unrealized +37.3%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $1,168 Shares 38,661 Est. Cost $24.77 Unrealized +23.5%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $1,120 Shares 16,802 Est. Cost $46.62 Unrealized +27.1%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,109 Shares 14,144 Est. Cost $66.88 Unrealized +15.3%
IDA IDACORP INC 0.4%
Value ($000) $1,020 Shares 10,300 Est. Cost $91.42 Unrealized +19.2%
PEP PEPSICO INC 0.4%
Value ($000) $1,013 Shares 6,207 Est. Cost $119.72 Unrealized +29.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,011 Shares 4,383 Est. Cost $162.97 Unrealized +45.0%
GOOG ALPHABET INC 0.4%
Value ($000) $1,010 Shares 10,500 Est. Cost $107.91 Unrealized +2.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,003 Shares 8,880 Est. Cost $118.67 Unrealized +7.1%
R RYDER SYS INC 0.4%
Value ($000) $967 Shares 12,805 Est. Cost $66.99 Unrealized +13.6%
HUM HUMANA INC 0.4%
Value ($000) $957 Shares 1,973 Est. Cost $469.33 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $948 Shares 8,875 Est. Cost $76.96 Unrealized +29.1%
MS MORGAN STANLEY 0.3%
Value ($000) $941 Shares 11,904 Est. Cost $71.74 Unrealized +4.9%
COR AMERISOURCEBERGEN CORP 0.3%
Value ($000) $925 Shares 6,835 Est. Cost $70.91 Unrealized +96.1%
TSLA TESLA INC 0.3%
Value ($000) $917 Shares 3,459 Est. Cost $249.15 Unrealized +12.1%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $894 Shares 1,968 Est. Cost $297.09 Unrealized +53.2%
V VISA INC 0.3%
Value ($000) $876 Shares 4,929 Est. Cost $186.64 Unrealized +6.3%
WMB WILLIAMS COS INC 0.3%
Value ($000) $833 Shares 29,090 Est. Cost $29.20 Unrealized -4.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $832 Shares 9,665 Est. Cost $131.35 Unrealized -32.6%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $829 Shares 3,223 Est. Cost $205.68 Unrealized +33.6%
TGT TARGET CORP 0.3%
Value ($000) $815 Shares 5,490 Est. Cost $87.08 Unrealized +64.1%
SYY SYSCO CORP 0.3%
Value ($000) $812 Shares 11,486 Est. Cost $49.50 Unrealized +53.0%
MSCI MSCI INC 0.3%
Value ($000) $799 Shares 1,895 Est. Cost $181.97 Unrealized +142.1%
AVGO BROADCOM INC 0.3%
Value ($000) $792 Shares 1,783 Est. Cost $28.65 Unrealized +67.8%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $789 Shares 2,774 Est. Cost $219.45 Unrealized +48.2%
UNP UNION PAC CORP 0.3%
Value ($000) $782 Shares 4,012 Est. Cost $164.29 Unrealized +24.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $775 Shares 8,129 Est. Cost $50.44 Unrealized +73.7%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $769 Shares 6,332 Est. Cost $24.83 Unrealized -36.4%
DISCOVER FINL SVCS 0.3%
Value ($000) $762 Shares 8,385 Est. Cost $115.68 Unrealized
OKE ONEOK INC NEW 0.3%
Value ($000) $739 Shares 14,425 Est. Cost $25.82 Unrealized +92.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $724 Shares 8,719 Est. Cost $68.59 Unrealized +18.0%
JUNIPER NETWORKS INC 0.3%
Value ($000) $713 Shares 27,300 Est. Cost $28.48 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $701 Shares 3,264 Est. Cost $234.38 Unrealized -2.4%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $689 Shares 21,941 Est. Cost $53.35 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $688 Shares 4,749 Est. Cost $131.39 Unrealized +9.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $659 Shares 8,161 Est. Cost $91.57 Unrealized -11.8%
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $654 Shares 20,620 Est. Cost $38.67 Unrealized -9.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $641 Shares 9,123 Est. Cost $68.50 Unrealized +5.8%
PARAMOUNT GLOBAL 0.2%
Value ($000) $610 Shares 32,055 Est. Cost $41.49 Unrealized
CME CME GROUP INC 0.2%
Value ($000) $598 Shares 3,378 Est. Cost $169.36 Unrealized +0.7%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $597 Shares 10,894 Est. Cost $48.14 Unrealized +17.6%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $580 Shares 3,882 Est. Cost $159.18 Unrealized -10.8%
CDW CDW CORP 0.2%
Value ($000) $571 Shares 3,656 Est. Cost $174.53 Unrealized -5.9%
LAM RESEARCH CORP 0.2%
Value ($000) $560 Shares 1,531 Est. Cost $622.75 Unrealized
BYD BOYD GAMING CORP 0.2%
Value ($000) $536 Shares 11,240 Est. Cost $29.42 Unrealized +75.6%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $500 Shares 2,994 Est. Cost $152.39 Unrealized +6.8%
O REALTY INCOME CORP 0.2%
Value ($000) $489 Shares 8,401 Est. Cost $55.36 Unrealized +3.5%
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $469 Shares 40,811 Est. Cost $18.08 Unrealized -24.8%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $457 Shares 10,047 Est. Cost $39.77 Unrealized +8.7%
LVS LAS VEGAS SANDS CORP 0.2%
Value ($000) $448 Shares 11,950 Est. Cost $45.36 Unrealized -21.6%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $443 Shares 12,249 Est. Cost $39.11 Unrealized -19.8%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $431 Shares 4,820 Est. Cost $68.56 Unrealized +32.4%
SWX SOUTHWEST GAS HLDGS INC 0.2%
Value ($000) $419 Shares 6,000 Est. Cost $75.61 Unrealized +7.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $419 Shares 5,119 Est. Cost $55.66 Unrealized +50.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $416 Shares 2,787 Est. Cost $107.30 Unrealized +42.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $415 Shares 1,416 Est. Cost $173.36 Unrealized +71.3%
BLACKROCK INC 0.2%
Value ($000) $414 Shares 753 Est. Cost $879.07 Unrealized
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $411 Shares 9,425 Est. Cost $40.50 Unrealized +26.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $398 Shares 2,386 Est. Cost $139.45 Unrealized +16.3%
KO COCA COLA CO 0.1%
Value ($000) $348 Shares 6,206 Est. Cost $38.45 Unrealized +45.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $337 Shares 1,620 Est. Cost $204.57 Unrealized +4.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $333 Shares 3,530 Est. Cost $135.30 Unrealized -22.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $320 Shares 5,044 Est. Cost $109.55 Unrealized -22.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $307 Shares 1,900 Est. Cost $153.35 Unrealized +4.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $284 Shares 9,683 Est. Cost $39.33 Unrealized -14.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $284 Shares 1,238 Est. Cost $187.19 Unrealized +22.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $235 Shares 1,745 Est. Cost $93.04 Unrealized +55.8%
MCK MCKESSON CORP 0.1%
Value ($000) $232 Shares 683 Est. Cost $212.15 Unrealized +60.9%
WMT WALMART INC 0.1%
Value ($000) $225 Shares 1,733 Est. Cost $43.53 Unrealized -3.5%
NTLA INTELLIA THERAPEUTICS INC 0.1%
Value ($000) $224 Shares 4,000 Est. Cost $36.31 Unrealized +70.8%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $218 Shares 1,331 Est. Cost $165.80 Unrealized +3.7%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $214 Shares 4,500 Est. Cost $31.24 Unrealized +55.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $211 Shares 5,248 Est. Cost $44.86 Unrealized -12.2%
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $207 Shares 3,142 Est. Cost $43.67 Unrealized +59.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $204 Shares 1,255 Est. Cost $173.42 Unrealized -1.6%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $202 Shares 3,200 Est. Cost $60.56 Unrealized 0.0%