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CIK: 0001730126
Total reported value
$404.3M
$404.3M
105 檔
26.8%
As reported in its official Q1 2024 Form 13F filing, Buckley Wealth Management, LLC's tracked investment portfolio stood at $404.3M with 105 total positions.
During Q1 2024, Buckley Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.76% | +0.06% | -2.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.23% | +0.95% | -0.51% | |
| 3 | CVX | Chevron CORP | Stock-Energy | 5.76% | -1.45% | -0.10% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.57% | +0.27% | -1.00% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.47% | +0.44% | -1.80% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.29% | +1.33% | -1.17% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.17% | +0.35% | -2.70% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.87% | -4.62% | EXIT | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.98% | +0.04% | -2.49% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.80% | +0.01% | +2.71% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.69% | +0.43% | -0.63% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.58% | +0.92% | -1.89% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.52% | -0.46% | -4.68% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 2.39% | -0.03% | -0.84% | |
| 15 | INTC | Intel CORP | Stock-Tech | 2.18% | +0.07% | NEW | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | +0.04% | -3.18% | |
| 17 | DOW | Dow Inc | Stock-Materials | 1.37% | -0.22% | -3.48% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.37% | -0.16% | -0.43% | |
| 19 | IDA | Idacorp Inc | Stock-Utilities | 1.14% | +0.03% | +273.06% | |
| 20 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.12% | -0.37% | EXIT | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | +0.49% | -0.27% | |
| 22 | MMM | 3m Co | Stock-Industrials | 1.02% | +0.09% | +36.67% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.97% | -0.02% | -7.07% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.10% | -1.09% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.21% | -3.16% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | — | +18.10% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.78% | +0.02% | -3.14% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.04% | -2.41% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.16% | -2.90% | |
| 30 | NEM | Newmont CORP | Stock-Materials | 0.73% | -0.06% | EXIT | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.07% | -1.91% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | — | -1.24% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.11% | -1.29% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | -12.23% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.16% | +0.70% | |
| 36 | GE | General Electric | Stock-Industrials | 0.48% | +0.13% | -2.18% | |
| 37 | TGT | Target CORP | Stock-Consumer Disc | 0.45% | -0.03% | -2.04% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | +0.05% | -1.46% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | — | -10.83% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.42% | -0.05% | -6.96% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | — | -1.63% | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.41% | -0.11% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | +0.07% | -2.36% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | -0.14% | -0.07% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.40% | +0.06% | -0.42% | |
| 46 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.40% | +0.02% | -2.51% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.33% | EXIT | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.37% | -0.03% | -1.02% | |
| 49 | R | Ryder System Inc | Stock-Industrials | 0.37% | +0.08% | -0.99% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.08% | -2.89% |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 105 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, CVX) accounted for 26.8% of total reported equity market value during Q1 2024.
During Q1 2024, Buckley Wealth Management, LLC's top holdings by market value included MSFT (9.8%)、AAPL (9.2%)、CVX (5.8%). The largest single position, MSFT, represented 9.8% of total portfolio value.
In Q1 2024, Buckley Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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