Buckley Wealth Management 13F annual report
Buckley Wealth Management is an investment fund managing more than $316 billion ran by Brian Buckley. There are currently 100 companies in Mr. Buckley’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $67.6 billion.
$316 billion Assets Under Management (AUM)
As of 17th July 2024, Buckley Wealth Management’s top holding is 168,849 shares of Apple Inc currently worth over $35.6 billion and making up 11.3% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Buckley Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 71,661 shares of Microsoft worth $32 billion, whose value grew 8.6% in the past six months.
The third-largest holding is Chevron worth $17.8 billion and the next is Berkshire Hathaway worth $16.8 billion, with 41,376 shares owned.
Currently, Buckley Wealth Management's portfolio is worth at least $316 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Buckley Wealth Management
The Buckley Wealth Management office and employees reside in Las Vegas, Nevada. According to the last 13-F report filed with the SEC, Brian Buckley serves as the Managing Member at Buckley Wealth Management.
Recent trades
In the most recent 13F filing, Buckley Wealth Management revealed that it had opened a new position in
Targa Res Corp and bought 9,860 shares worth $1.27 billion.
The investment fund also strengthened its position in Apple Inc by buying
1,071 additional shares.
This makes their stake in Apple Inc total 168,849 shares worth $35.6 billion.
Apple Inc soared 16.4% in the past year.
On the other hand, there are companies that Buckley Wealth Management is getting rid of from its portfolio.
Buckley Wealth Management closed its position in Newmont Corp on 23rd July 2024.
It sold the previously owned 63,715 shares for $2.28 billion.
Brian Buckley also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $32 billion and 71,661 shares.
One of the smaller hedge funds
The two most similar investment funds to Buckley Wealth Management are B&i Capital Ag and Ah Equity Partners Lsv I, L.L.C. They manage $316 billion and $315 billion respectively.
Brian Buckley investment strategy
Buckley Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 19.9% of
the total portfolio value.
The fund focuses on investments in the United States as
64.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
62% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $207 billion.
The complete list of Buckley Wealth Management trades based on 13F SEC filings
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.64%
168,849
|
$35,562,976,000 | 11.27% |
| Microsoft Corporation |
0.92%
71,661
|
$32,028,884,000 | 10.15% |
| Chevron Corp. |
0.23%
113,666
|
$17,779,636,000 | 5.64% |
| Berkshire Hathaway Inc. |
0.24%
41,376
|
$16,831,757,000 | 5.33% |
| Alphabet Inc |
1.99%
95,409
|
$17,389,066,000 | 5.51% |
| Amazon.com Inc. |
0.11%
77,451
|
$14,967,406,000 | 4.74% |
| Jpmorgan Chase Co. |
0.54%
64,502
|
$13,046,175,000 | 4.13% |
| Exxon Mobil Corp. |
1.19%
102,548
|
$11,805,326,000 | 3.74% |
| Procter And Gamble Co |
3.27%
55,453
|
$9,145,309,000 | 2.90% |
| Costco Whsl Corp New |
0.05%
10,704
|
$9,098,293,000 | 2.88% |
| Johnson Johnson |
7.44%
59,242
|
$8,658,811,000 | 2.74% |
| AMGEN Inc. |
0.32%
26,185
|
$8,181,503,000 | 2.59% |
| Merck Co Inc |
0.54%
63,180
|
$7,821,684,000 | 2.48% |
| Cisco Sys Inc |
1.23%
159,521
|
$7,578,843,000 | 2.40% |
| Intel Corp. |
2.28%
157,553
|
$4,879,416,000 | 1.55% |
| Pfizer Inc. |
7.39%
142,222
|
$3,979,372,000 | 1.26% |
| Home Depot, Inc. |
0.54%
11,332
|
$3,900,928,000 | 1.24% |
| Dow Inc |
0.54%
73,176
|
$3,881,987,000 | 1.23% |
| DuPont de Nemours Inc |
0.99%
45,963
|
$3,699,562,000 | 1.17% |
| Idacorp, Inc. |
1.65%
37,790
|
$3,520,139,000 | 1.12% |
| Caterpillar Inc. |
0.05%
9,352
|
$3,115,151,000 | 0.99% |
| 3M Co. |
1.17%
29,539
|
$3,018,590,000 | 0.96% |
| Abbvie Inc |
1.71%
16,354
|
$2,805,038,000 | 0.89% |
| NextEra Energy Inc |
0.50%
39,066
|
$2,766,263,000 | 0.88% |
| NVIDIA Corp |
613.10%
20,965
|
$2,590,016,000 | 0.82% |
| Att Inc |
1.50%
131,700
|
$2,516,787,000 | 0.80% |
| Marathon Pete Corp |
11.29%
13,360
|
$2,317,693,000 | 0.73% |
| Newmont Corp |
Closed
63,715
|
$2,283,546,000 | |
| Linde Plc. |
1.11%
5,154
|
$2,261,697,000 | 0.72% |
| Tjx Cos Inc New |
4.06%
19,018
|
$2,093,882,000 | 0.66% |
| Lowes Cos Inc |
0.03%
9,465
|
$2,086,654,000 | 0.66% |
| Bank America Corp |
2.12%
45,533
|
$1,810,865,000 | 0.57% |
| Lockheed Martin Corp. |
0.89%
3,781
|
$1,766,105,000 | 0.56% |
| Broadcom Inc |
9.28%
1,046
|
$1,680,153,000 | 0.53% |
| Unitedhealth Group Inc |
1.41%
3,213
|
$1,636,252,000 | 0.52% |
| Qualcomm, Inc. |
4.25%
7,866
|
$1,566,750,000 | 0.50% |
| Texas Instrs Inc |
18.83%
7,011
|
$1,363,850,000 | 0.43% |
| Williams Cos Inc |
0.30%
30,045
|
$1,276,913,000 | 0.40% |
| Targa Res Corp |
Opened
9,860
|
$1,269,771,000 | 0.40% |
| Eaton Corp Plc |
9.56%
3,975
|
$1,246,361,000 | 0.40% |
| Trane Technologies plc |
0.26%
3,784
|
$1,244,671,000 | 0.39% |
| Elevance Health Inc |
2.36%
2,213
|
$1,199,136,000 | 0.38% |
| Visa Inc |
0.39%
4,540
|
$1,191,614,000 | 0.38% |
| Cencora Inc. |
1.50%
5,265
|
$1,186,205,000 | 0.38% |
| Ryder Sys Inc |
0.63%
9,555
|
$1,183,673,000 | 0.38% |
| Sysco Corp. |
7.20%
16,538
|
$1,180,668,000 | 0.37% |
| Fedex Corp |
3.42%
3,935
|
$1,179,870,000 | 0.37% |
| Oneok Inc. |
1.45%
14,320
|
$1,167,796,000 | 0.37% |
| Progressive Corp. |
Opened
5,515
|
$1,145,521,000 | 0.36% |
| Juniper Networks Inc |
Closed
30,640
|
$1,135,518,000 | |
| Kroger Co. |
0.99%
22,090
|
$1,102,954,000 | 0.35% |
| Mastercard Incorporated |
No change
2,460
|
$1,085,276,000 | 0.34% |
| Cardinal Health, Inc. |
0.63%
10,987
|
$1,080,228,000 | 0.34% |
| Valero Energy Corp. |
6.90%
6,885
|
$1,079,293,000 | 0.34% |
| Target Corp |
8.15%
7,270
|
$1,076,251,000 | 0.34% |
| Mcdonalds Corp |
13.04%
3,996
|
$1,018,387,000 | 0.32% |
| Pepsico Inc |
3.55%
5,760
|
$949,997,000 | 0.30% |
| Mckesson Corporation |
0.19%
1,605
|
$937,384,000 | 0.30% |
| GE Aerospace |
31.25%
5,875
|
$933,949,000 | 0.30% |
| Morgan Stanley |
0.33%
9,419
|
$915,433,000 | 0.29% |
| MSCI Inc |
3.83%
1,900
|
$915,325,000 | 0.29% |
| Ferguson Plc New |
0.30%
4,726
|
$915,190,000 | 0.29% |
| T-Mobile US, Inc. |
1.95%
5,171
|
$911,027,000 | 0.29% |
| Nxp Semiconductors N V |
0.24%
3,287
|
$884,499,000 | 0.28% |
| Accenture Plc Ireland |
9.34%
2,719
|
$824,972,000 | 0.26% |
| Lam Research Corp. |
0.39%
761
|
$810,351,000 | 0.26% |
| Walgreens Boots Alliance Inc |
68.70%
62,985
|
$761,804,000 | 0.24% |
| Medtronic Plc |
1.04%
9,477
|
$745,935,000 | 0.24% |
| Humana Inc. |
Closed
2,050
|
$710,776,000 | |
| Union Pac Corp |
0.22%
3,118
|
$705,479,000 | 0.22% |
| Tesla Inc |
No change
3,559
|
$704,255,000 | 0.22% |
| Marsh Mclennan Cos Inc |
0.31%
3,263
|
$687,579,000 | 0.22% |
| Mondelez International Inc. |
0.26%
10,055
|
$657,999,000 | 0.21% |
| CDW Corp |
0.24%
2,904
|
$650,031,000 | 0.21% |
| Oracle Corp. |
0.25%
4,500
|
$635,400,000 | 0.20% |
| CRH Plc |
0.31%
8,467
|
$634,856,000 | 0.20% |
| CME Group Inc |
0.32%
3,134
|
$616,144,000 | 0.20% |
| CVS Health Corp |
Closed
7,724
|
$616,066,000 | |
| Bristol-Myers Squibb Co. |
9.53%
14,232
|
$591,055,000 | 0.19% |
| Extra Space Storage Inc. |
0.29%
3,740
|
$581,233,000 | 0.18% |
| Blackrock Inc. |
No change
703
|
$553,486,000 | 0.18% |
| Goldman Sachs Group, Inc. |
7.69%
1,200
|
$542,784,000 | 0.17% |
| WEC Energy Group Inc |
0.03%
6,329
|
$496,573,000 | 0.16% |
| Realty Income Corp. |
0.02%
9,274
|
$489,853,000 | 0.16% |
| Philip Morris International Inc |
1.00%
4,724
|
$478,683,000 | 0.15% |
| Nexstar Media Group Inc |
0.04%
2,800
|
$464,828,000 | 0.15% |
| Eli Lilly Co |
0.61%
490
|
$443,636,000 | 0.14% |
| Southwest Gas Holdings Inc |
No change
6,000
|
$422,280,000 | 0.13% |
| Stewart Information Svcs Cor |
No change
6,463
|
$401,223,000 | 0.13% |
| Solventum Corp |
Opened
7,207
|
$381,106,000 | 0.12% |
| Constellation Energy Corp |
0.05%
1,852
|
$370,900,000 | 0.12% |
| Boston Scientific Corp. |
0.29%
4,791
|
$368,955,000 | 0.12% |
| Boyd Gaming Corp. |
No change
6,150
|
$338,865,000 | 0.11% |
| General Dynamics Corp. |
No change
1,000
|
$290,140,000 | 0.09% |
| Coca-Cola Co |
2.41%
4,547
|
$289,417,000 | 0.09% |
| Advanced Micro Devices Inc. |
6.25%
1,700
|
$275,757,000 | 0.09% |
| American Express Co. |
1.22%
1,137
|
$263,272,000 | 0.08% |
| American Intl Group Inc |
22.22%
3,500
|
$259,840,000 | 0.08% |
| Constellation Brands Inc |
No change
1,000
|
$257,280,000 | 0.08% |
| Ge Vernova Inc |
Opened
1,454
|
$249,376,000 | 0.08% |
| Emerson Elec Co |
Closed
2,084
|
$236,367,000 | |
| Citigroup Inc |
No change
3,452
|
$219,064,000 | 0.07% |
| Disney Walt Co |
Closed
1,790
|
$219,024,000 | |
| PayPal Holdings Inc |
Closed
3,160
|
$211,688,000 | |
| Comcast Corp New |
26.27%
5,346
|
$209,349,000 | 0.07% |
| Meta Platforms Inc |
No change
414
|
$208,747,000 | 0.07% |
| Renaissancere Hldgs Ltd |
No change
924
|
$206,523,000 | 0.07% |
| Western Alliance Bancorp |
Closed
3,142
|
$201,685,000 | |
| No transactions found | |||
| Showing first 500 out of 108 holdings | |||
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