Fund HoldingsBuckley Wealth Management, LLC

Total Portfolio Value
$315.52M
Total Bought
$16.15M
Total Sold
$20.03M
Net Transaction
-$3.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0168,849+168,849035,56311.27%+35,563
ALPHABET INC(GOOG)88,72587,286-1,43913,39115,8995.04%+2,508
MICROSOFT CORP(MSFT)72,32571,661-66430,42932,02910.15%+1,600
TARGA RES CORP(TRGP)09,860+9,86001,2700.40%+1,270
COSTCO WHSL CORP NEW(COST)10,70910,704-57,8469,0982.88%+1,253
PROGRESSIVE CORP(PGR)05,515+5,51501,1460.36%+1,146
AMAZON COM INC(AMZN)77,36677,451+8513,95514,9674.74%+1,012
AMGEN INC(AMGN)26,26826,185-837,4698,1822.59%+713
SOLVENTUM CORP(SOLV)07,207+7,20703810.12%+381
TEXAS INSTRS INC(TXN)5,9007,011+1,1111,0281,3640.43%+336
QUALCOMM INC(QCOM)7,5457,866+3211,2771,5670.50%+289
NEXTERA ENERGY INC(NEE)39,26239,066-1962,5092,7660.88%+257
GE VERNOVA INC(GEV)01,454+1,45402490.08%+249
TJX COS INC NEW(TJX)18,27619,018+7421,8542,0940.66%+240
DUPONT DE NEMOURS INC(DD)45,51145,963+4523,4893,7001.17%+210
ALPHABET INC(GOOG)8,6238,123-5001,3131,4900.47%+177
AT&T INC(T)133,700131,700-2,0002,3532,5170.80%+164
BROADCOM INC(AVGO)1,1531,046-1071,5291,6800.53%+151
WILLIAMS COS INC(WMB)29,95530,045+901,1671,2770.40%+110
TRANE TECHNOLOGIES PLC(TT)3,7943,784-101,1391,2450.39%+106
T-MOBILE US INC(TMUS)5,0725,171+998289110.29%+83
TESLA INC(TSLA)03,559+3,55907040.22%+704
ELEVANCE HEALTH INC(ELV)2,1622,213+511,1211,1990.38%+78
FEDEX CORP(FDX)3,8053,935+1301,1021,1800.37%+77
MCKESSON CORP(MCK)1,6081,605-38639370.30%+74
ORACLE CORP(ORCL)4,4894,500+115646350.20%+72
NXP SEMICONDUCTORS N V
COM
3,2953,287-88168840.28%+68
LAM RESEARCH CORP(LRCX)764761-37428100.26%+68
ELI LILLY & CO(LLY)493490-33844440.14%+60
JPMORGAN CHASE & CO.(JPM)64,85164,502-34912,99013,0464.13%+57
PHILIP MORRIS INTL INC(PM)4,6774,724+474294790.15%+50
BANK AMERICA CORP46,51845,533-9851,7641,8110.57%+47
RYDER SYS INC(R)9,4959,555+601,1411,1840.38%+42
BOSTON SCIENTIFIC CORP(BSX)4,8054,791-143293690.12%+40
ONEOK INC NEW(OKE)14,11514,320+2051,1321,1680.37%+36
MORGAN STANLEY(MS)9,3889,419+318849150.29%+31
LOCKHEED MARTIN CORP(LMT)3,8153,781-341,7351,7660.56%+31
EXTRA SPACE STORAGE INC(EXR)3,7513,740-115515810.18%+30
CONSTELLATION ENERGY CORP(CEG)1,8511,852+13423710.12%+29
UNITEDHEALTH GROUP INC(UNH)03,213+3,21301,6360.52%+1,636
MCDONALDS CORP(MCD)3,5353,996+4619971,0180.32%+22
COCA COLA CO(KO)4,4404,547+1072722890.09%+18
MARSH & MCLENNAN COS INC(MRSH)3,2733,263-106746880.22%+13
META PLATFORMS INC(META)41441402012090.07%+8
GENERAL DYNAMICS CORP(GD)1,0001,00002822900.09%+8
AMERICAN EXPRESS CO(AXP)1,1511,137-142622630.08%+1
CITIGROUP INC(C)3,4523,45202182190.07%+1
GOLDMAN SACHS GROUP INC(GS)1,3001,200-1005435430.17%-0
RENAISSANCERE HLDGS LTD(RNR)92492402172070.07%-11
REALTY INCOME CORP(O)9,2769,274-25024900.16%-12
ADVANCED MICRO DEVICES INC(AMD)1,6001,700+1002892760.09%-13
CONSTELLATION BRANDS INC(STZ)1,0001,00002722570.08%-14
NEXSTAR MEDIA GROUP INC(NXST)2,8012,800-14834650.15%-18
STEWART INFORMATION SVCS COR(STC)6,4636,46304204010.13%-19
WEC ENERGY GROUP INC(WEC)6,3316,329-25204970.16%-23
BLACKROCK INC(BLK)70370305865530.18%-33
SOUTHWEST GAS HLDGS INC(SWX)6,0006,00004574220.13%-34
MONDELEZ INTL INC(MDLZ)10,08110,055-267066580.21%-48
WALGREENS BOOTS ALLIANCE INC37,33562,985+25,6508107620.24%-48
IDACORP INC(IDA)38,42537,790-6353,5693,5201.12%-49
CME GROUP INC(CME)3,1443,134-106776160.20%-61
UNION PAC CORP(UNP)3,1253,118-77697050.22%-63
JOHNSON & JOHNSON(JNJ)55,13959,242+4,1038,7228,6592.74%-64
NVIDIA CORPORATION(NVDA)2,94020,965+18,0252,6562,5900.82%-66
SYSCO CORP(SYY)15,42716,538+1,1111,2521,1810.37%-72
BOYD GAMING CORP(BYD)6,1506,15004143390.11%-75
VISA INC(V)4,5584,540-181,2721,1920.38%-80
MEDTRONIC PLC(MDT)9,5779,477-1008357460.24%-89
AMERICAN INTL GROUP INC4,5003,500-1,0003522600.08%-92
CDW CORP(CDW)2,9112,904-77456500.21%-95
PEPSICO INC(PEP)5,9725,760-2121,0459500.30%-95
CRH PLC
ORD
8,4938,467-267336350.20%-98
MASTERCARD INCORPORATED(MA)2,4602,46001,1851,0850.34%-99
COMCAST CORP NEW(CCZ)7,2515,346-1,9053142090.07%-105
MSCI INC(MSCI)1,8301,900+701,0269150.29%-110
CENCORA INC5,3455,265-801,2991,1860.38%-113
FERGUSON PLC NEW4,7404,726-141,0359150.29%-120
ABBVIE INC(ABBV)16,07916,354+2752,9282,8050.89%-123
EATON CORP PLC(ETN)4,3953,975-4201,3741,2460.40%-128
3M CO(MMM)29,88929,539-3503,1703,0190.96%-152
PROCTER AND GAMBLE CO(PG)57,32655,453-1,8739,3019,1452.90%-156
CARDINAL HEALTH INC(CAH)11,05710,987-701,2371,0800.34%-157
LINDE PLC(LIN)5,2125,154-582,4202,2620.72%-158
KROGER CO(KR)22,31022,090-2201,2751,1030.35%-172
VALERO ENERGY CORP(VLO)7,3956,885-5101,2621,0790.34%-183
CHEVRON CORP NEW(CVX)113,928113,666-26217,97117,7805.64%-191
WESTERN ALLIANCE BANCORP(WAL)3,1420-3,1422020-202
PAYPAL HLDGS INC(PYPL)3,1600-3,1602120-212
ACCENTURE PLC IRELAND
SHS CLASS A
2,9992,719-2801,0398250.26%-215
DISNEY WALT CO(DIS)1,7900-1,7902190-219
EMERSON ELEC CO(EMR)2,0840-2,0842360-236
EXXON MOBIL CORP103,786102,548-1,23812,06411,8053.74%-259
BRISTOL-MYERS SQUIBB CO(BMY)15,73214,232-1,5008535910.19%-262
PFIZER INC(PFE)153,564142,222-11,3424,2613,9791.26%-282
CATERPILLAR INC(CAT)9,3479,352+53,4253,1150.99%-310
LOWES COS INC(LOW)9,4629,465+32,4102,0870.66%-324
TARGET CORP(TGT)7,9157,270-6451,4031,0760.34%-326
DOW INC(DOW)73,57673,176-4004,2623,8821.23%-380
HOME DEPOT INC(HD)11,39311,332-614,3703,9011.24%-469
CISCO SYS INC(CSCO)0159,521+159,52107,5792.40%+7,579
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