Fund HoldingsBuckley Wealth Management, LLC

Total Portfolio Value
$311.87M
Total Bought
$12.70M
Total Sold
$27.45M
Net Transaction
-$14.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EXXON MOBIL CORP93,432103,786+10,3549,34112,0643.87%+2,723
MICROSOFT CORP(MSFT)73,98672,325-1,66127,82230,4299.76%+2,607
IDACORP INC(IDA)10,30038,425+28,1251,0133,5691.14%+2,557
BERKSHIRE HATHAWAY INC DEL41,69241,276-41614,87017,3575.57%+2,488
AMAZON COM INC(AMZN)78,78677,366-1,42011,97113,9554.47%+1,985
JPMORGAN CHASE & CO(JPM)66,65264,851-1,80111,33812,9904.17%+1,652
MERCK & CO INC(MRK)63,92363,523-4006,9698,3822.69%+1,413
KROGER CO(KR)022,310+22,31001,2750.41%+1,275
NVIDIA CORPORATION(NVDA)3,0362,940-961,5032,6560.85%+1,153
CHEVRON CORP NEW(CVX)0113,928+113,928017,9715.76%+17,971
ALPHABET INC(GOOG)89,77388,725-1,04812,54013,3914.29%+851
3M CO(MMM)21,86929,889+8,0202,3913,1701.02%+780
CRH PLC
ORD
08,493+8,49307330.23%+733
PROCTER AND GAMBLE CO(PG)58,79157,326-1,4658,6159,3012.98%+686
CATERPILLAR INC(CAT)9,3729,347-252,7713,4251.10%+654
MARATHON PETE CORP(MPC)16,20515,060-1,1452,4043,0350.97%+630
NEXTERA ENERGY INC(NEE)33,24539,262+6,0172,0192,5090.80%+490
COSTCO WHSL CORP NEW(COST)11,23510,709-5267,4167,8462.52%+430
ABBVIE INC(ABBV)16,25716,079-1782,5192,9280.94%+409
GENERAL ELECTRIC CO(GE)8,7358,545-1901,1151,5000.48%+385
ELI LILLY & CO(LLY)0493+49303840.12%+384
CONSTELLATION ENERGY CORP(CEG)01,851+1,85103420.11%+342
JOHNSON & JOHNSON(JNJ)53,68655,139+1,4538,4158,7222.80%+308
VALERO ENERGY CORP(VLO)7,4007,395-59621,2620.40%+300
EATON CORP PLC(ETN)4,4604,395-651,0741,3740.44%+300
HOME DEPOT INC(HD)11,76711,393-3744,0784,3701.40%+293
LOWES COS INC(LOW)9,6969,462-2342,1582,4100.77%+252
TARGET CORP(TGT)8,0807,915-1651,1511,4030.45%+252
BROADCOM INC(AVGO)1,1451,153+81,2791,5290.49%+250
JUNIPER NETWORKS INC30,48030,640+1608991,1360.36%+237
DISNEY WALT CO(DIS)01,790+1,79002190.07%+219
CITIGROUP INC(C)03,452+3,45202180.07%+218
RENAISSANCERE HLDGS LTD(RNR)0924+92402170.07%+217
LINDE PLC(LIN)5,3815,212-1692,2102,4200.78%+210
META PLATFORMS INC(META)0414+41402010.06%+201
TRANE TECHNOLOGIES PLC(TT)3,9073,794-1139531,1390.37%+186
BANK AMERICA CORP47,10346,518-5851,5861,7640.57%+178
QUALCOMM INC(QCOM)7,6707,545-1251,1091,2770.41%+168
FEDEX CORP(FDX)3,7503,805+559491,1020.35%+154
MCKESSON CORP(MCK)1,5591,608+497228630.28%+141
ONEOK INC NEW(OKE)14,16014,115-459941,1320.36%+137
LAM RESEARCH CORP(LRCX)783764-196137420.24%+129
INTEL CORP(INTC)132,925154,043+21,1186,6796,8042.18%+125
MASTERCARD INCORPORATED(MA)2,4902,460-301,0621,1850.38%+123
SYSCO CORP(SYY)15,49215,427-651,1331,2520.40%+119
CENCORA INC5,7455,345-4001,1801,2990.42%+119
WILLIAMS COS INC(WMB)30,26529,955-3101,0541,1670.37%+113
ELEVANCE HEALTH INC(ELV)2,1452,162+171,0111,1210.36%+110
TJX COS INC NEW(TJX)18,63118,276-3551,7481,8540.59%+106
DUPONT DE NEMOURS INC(DD)44,03045,511+1,4813,3873,4891.12%+102
CARDINAL HEALTH INC(CAH)11,34211,057-2851,1431,2370.40%+94
FERGUSON PLC NEW4,9014,740-1619461,0350.33%+89
DOW INC(DOW)76,22673,576-2,6504,1804,2621.37%+82
ORACLE CORP(ORCL)4,5894,489-1004845640.18%+80
CDW CORP(CDW)2,9932,911-826807450.24%+64
NEXSTAR MEDIA GROUP INC(NXST)2,6842,801+1174214830.15%+62
VISA INC(V)4,6684,558-1101,2151,2720.41%+57
ADVANCED MICRO DEVICES INC(AMD)1,6001,60002362890.09%+53
AMERICAN INTL GROUP INC4,5004,50003053520.11%+47
SOUTHWEST GAS HLDGS INC(SWX)6,5006,000-5004124570.15%+45
AT&T INC(T)137,700133,700-4,0002,3112,3530.75%+43
NXP SEMICONDUCTORS N V
COM
3,3713,295-767748160.26%+42
STEWART INFORMATION SVCS COR(STC)6,4636,46303804200.13%+41
T-MOBILE US INC(TMUS)4,9145,072+1587888280.27%+40
RYDER SYS INC(R)9,5909,495-951,1031,1410.37%+38
MARSH & MCLENNAN COS INC(MRSH)3,3693,273-966386740.22%+36
CVS HEALTH CORP(CVS)7,3747,724+3505826160.20%+34
TEXAS INSTRS INC(TXN)5,8355,900+659951,0280.33%+33
AMERICAN EXPRESS CO(AXP)1,2371,151-862322620.08%+30
CONSTELLATION BRANDS INC(STZ)1,0001,00002422720.09%+30
BOYD GAMING CORP(BYD)6,1906,150-403884140.13%+26
MEDTRONIC PLC(MDT)9,8139,577-2368088350.27%+26
BLACKROCK INC(BLK)691703+125615860.19%+25
EMERSON ELEC CO(EMR)2,1782,084-942122360.08%+24
GENERAL DYNAMICS CORP(GD)1,0001,00002602820.09%+23
CME GROUP INC(CME)3,1153,144+296566770.22%+21
MORGAN STANLEY(MS)9,2609,388+1288638840.28%+20
PAYPAL HLDGS INC(PYPL)3,2603,160-1002002120.07%+11
COCA COLA CO(KO)4,4404,44002622720.09%+10
PEPSICO INC(PEP)6,0985,972-1261,0361,0450.34%+9
GOLDMAN SACHS GROUP INC(GS)1,4001,300-1005405430.17%+3
BRISTOL-MYERS SQUIBB CO(BMY)16,60215,732-8708528530.27%+1
WESTERN ALLIANCE BANCORP(WAL)3,1423,14202072020.06%-5
MSCI INC(MSCI)1,8301,83001,0351,0260.33%-10
REALTY INCOME CORP(O)8,9369,276+3405135020.16%-11
WEC ENERGY GROUP INC(WEC)6,3486,331-175345200.17%-14
PHILIP MORRIS INTL INC(PM)4,7124,677-354434290.14%-15
BOSTON SCIENTIFIC CORP(BSX)5,9614,805-1,1563453290.11%-16
LOCKHEED MARTIN CORP(LMT)3,8653,815-501,7521,7350.56%-16
COMCAST CORP NEW(CCZ)7,9597,251-7083493140.10%-35
EXTRA SPACE STORAGE INC(EXR)3,6993,751+525935510.18%-42
ACCENTURE PLC IRELAND
SHS CLASS A
3,0832,999-841,0821,0390.33%-42
MONDELEZ INTL INC(MDLZ)10,42310,081-3427557060.23%-49
ALPHABET INC(GOOG)9,6708,623-1,0471,3631,3130.42%-50
MCDONALDS CORP(MCD)3,5453,535-101,0519970.32%-54
UNION PAC CORP(UNP)3,4213,125-2968407690.25%-72
WALGREENS BOOTS ALLIANCE INC36,55037,335+7859548100.26%-145
AMGEN INC(AMGN)26,49026,268-2227,6307,4692.39%-161
PFIZER INC(PFE)0153,564+153,56404,2611.37%+4,261
HUMANA INC(HUM)1,9752,050+759047110.23%-193
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