BUCKLEY WEALTH MANAGEMENT, LLC

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Buckley Wealth Management is based out of Las Vegas. Buckley Wealth Management is a large advisory firm with 212 clients and discretionary assets under management (AUM) of $463,307,169 (Form ADV from 2020-10-14). Their last reported 13F filing for Q4 2020 included $243,872,000 in managed 13F securities and a top 10 holdings concentration of 50.6%. Buckley Wealth Management's largest holding is Apple Inc with shares held of 251,936. Whalewisdom has at least 13 13F filings

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12/31/2020

13F Activity

  • Market Value $243.872 Million
  • Prior Market Value $222.778 Million
  • New Purchases15 stocks
  • Additional Purchases46 stocks
  • Sold out of5 stocks
  • Reduced holdings in47 stocks
  • Top 10 Holdings % 50.60 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 4.96 %
  • Time Held Top20:10.40 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:9.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 9.25%
Performance Last 4 Quarters: 7.45%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BUCKLEY WEALTH MANAGEMENT, LLC
10100 WEST CHARLESTON BLVD. #213
LAS VEGAS NV    89135-5001
Country: United States

Business Phone: 702-805-1010
Fax: 702-805-0940
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NV
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 341,836,000
Total Number of Clients: 212
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-10-14
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
BUCKLEY, SUSAN, E. MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01
BUCKLEY, JOHN, MICHAEL MEMBER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUCKLEY WEALTH MANAGEMENT, LLC MEMBER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-07-01
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
BUCKLEY, SUSAN, E. MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01
BUCKLEY, JOHN, MICHAEL MEMBER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUCKLEY WEALTH MANAGEMENT, LLC MEMBER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
BUCKLEY, SUSAN, E. MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01
BUCKLEY, JOHN, MICHAEL MEMBER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUCKLEY WEALTH MANAGEMENT, LLC MEMBER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2020-03-04
Name Title Start Date Direct/Indirect % Ownership

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-08-26
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
BUCKLEY, SUSAN, E. MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
BUCKLEY, SUSAN, E. MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-11-20
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
Buckley, Susan, NMN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01

BUCKLEY WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-04-06
Name Title Start Date Direct/Indirect % Ownership
BUCKLEY, BRIAN, JOSEPH MANAGING MEMBER 02/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER direct 2017-02-01
Buckley, Susan, NMN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BWM, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2017-02-01

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