BUCKLEY WEALTH MANAGEMENT, LLC 13F Portfolio
BUCKLEY WEALTH MANAGEMENT, LLC runs BUCKLEY WEALTH MANAGEMENT, LLC and currently holds 104 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $404.34M. Their top holdings are AAPL, GOOGL, MSFT, BRK-B, JPM. The top five represent 35.7% of reported portfolio weight. BUCKLEY WEALTH MANAGEMENT, LLC ranks #610 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BUCKLEY WEALTH MANAGEMENT, LLC initiated 6 new positions. They added to 42 existing positions. They trimmed 48 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$404.34M
Alpha Score
51.4
#610 of 1000
Holdings
104
BUCKLEY WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from BUCKLEY WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 11.01% | $47.11 | $336.68 | +614.67% | Trimmed -0.95% |
 GOOGL ALPHABET INC | 7.55% | $67.27 | $351.66 | +422.76% | Added +0.73% |
 MSFT MICROSOFT CORP | 6.65% | $134.46 | $535.07 | +297.94% | Added +3.31% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 5.66% | $242.44 | $515.44 | +112.61% | Added +3.61% |
 JPM JPMORGAN CHASE & CO | 4.86% | $114.80 | $333.01 | +190.08% | Trimmed -0.17% |
 CVX CHEVRON CORPORATION | 4.79% | $105.04 | $211.97 | +101.80% | Trimmed -1.03% |
 AMZN AMAZON COM INC | 4.66% | $81.12 | $262.43 | +223.51% | Trimmed -0.45% |
 JNJ JOHNSON & JOHNSON | 3.70% | $145.73 | $261.49 | +79.43% | Trimmed -0.47% |
 CSCO CISCO SYS INC | 3.38% | $41.81 | $118.39 | +183.16% | Trimmed -6.47% |
 COST COSTCO WHOLESALE CORPORATION | 3.16% | $462.02 | $946.92 | +104.95% | Trimmed -3.94% |
Showing 1-10 of 104