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Home > Institutional Investor > Buckley Wealth Management, Llc > Profile

Instuitional Investor - Buckley Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Buckley Wealth Management, Llc
Portfolio Value $288,054,724
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 168,636 $32,467,489 11.27%
2.
Microsoft Corp
 MSFT 73,986 $27,821,695 9.65%
3.
Chevron Corp
 CVX 114,042 $17,010,505 5.9%
4.
Berkshire Hathaway Inc
 BRK.A 41,692 $14,869,869 5.16%
5.
Alphabet Inc.
 GOOG 89,773 $12,540,390 4.35%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)