13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730126
Total reported value
$404.3M
$404.3M
97 檔
29.4%
According to the latest 13F quarterly dataset, Buckley Wealth Management, LLC managed an equity portfolio of $404.3M at the end of Q3 2024, spanning 97 distinct U.S. exchange-listed positions.
During Q3 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 | AAPL | Apple Inc | Stock-Tech | 11.75% | +0.95% | -3.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.40% | +0.06% | -1.02% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.75% | +0.27% | -1.96% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 5.29% | -1.45% | +2.65% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.47% | +0.44% | +0.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.43% | +1.33% | -0.76% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.15% | +0.35% | -1.04% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.79% | -4.62% | EXIT | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.91% | +0.01% | -1.64% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.91% | +0.04% | -1.80% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.81% | -0.46% | -3.76% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 2.49% | -0.03% | -4.01% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.48% | +0.92% | -5.32% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | +0.43% | -2.37% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.33% | +0.04% | -6.30% | |
| 16 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.26% | -0.37% | EXIT | |
| 17 | DOW | Dow Inc | Stock-Materials | 1.25% | -0.22% | +1.83% | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.24% | +0.09% | -0.51% | |
| 19 | IDA | Idacorp Inc | Stock-Utilities | 1.13% | +0.03% | -5.82% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.13% | +0.49% | -0.05% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.11% | -0.16% | -12.30% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.10% | +0.91% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | — | -1.51% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.93% | +0.07% | NEW | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.04% | +5.54% | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.82% | -0.16% | -8.58% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.78% | +0.02% | +2.62% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.72% | -0.02% | +6.66% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.07% | +2.78% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.16% | +1118.74% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.66% | -0.11% | -2.94% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.21% | -16.06% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | — | +1.96% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | +4.75% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.07% | +35.13% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | +0.08% | +4.25% | |
| 37 | TRGP | Targa Resources CORP | Stock-Energy | 0.45% | -0.08% | +0.66% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.18% | +0.04% | |
| 39 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.45% | +0.07% | — | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.44% | — | +1.09% | |
| 41 | R | Ryder System Inc | Stock-Industrials | 0.43% | +0.08% | +1.10% | |
| 42 | SYY | Sysco CORP | Stock-Consumer Staples | 0.43% | +0.06% | +9.07% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.43% | -0.03% | +539.25% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.42% | -0.03% | +0.28% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.05% | +1.13% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.06% | +9.01% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | — | -2.46% | |
| 48 | OKE | Oneok Inc | Stock-Energy | 0.41% | -0.04% | +1.15% | |
| 49 | KR | Kroger Co | Stock-Consumer Staples | 0.39% | -0.11% | +1.29% | |
| 50 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.39% | +0.02% | +3.69% |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 97 disclosed positions in Q3 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 AAPL, MSFT, BRK-B) accounted for 29.4% of total reported equity market value during Q3 2024.
During Q3 2024, Buckley Wealth Management, LLC's top holdings by market value included AAPL (11.8%)、MSFT (9.4%)、BRK-B (5.8%). The largest single position, AAPL, represented 11.8% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.