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BUCKLEY WEALTH MANAGEMENT, LLC

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LAS VEGAS NV Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Buckley Wealth Management is based out of Las Vegas. Buckley Wealth Management is a large advisory firm with 217 clients and discretionary assets under management (AUM) of $485,232,848 (Form ADV from 2023-03-09). Their last reported 13F filing for Q4 2023 included $288,054,724 in managed 13F securities and a top 10 holdings concentration of 53.6%. Buckley Wealth Management's largest holding is Apple Inc with shares held of 168,636. Whalewisdom has at least 25 13F filings

2023-12-31

Top Buys (13F)

Name % Change
ETN Eaton Corp. (Torbens 0.37%
TMUS T-Mobile US Inc 0.27%
MCK McKesson Corp. 0.25%
MMM 3M Co. (Minnesota Mi 0.19%
PARA Paramount Global 0.17%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 11.27%
MSFT Microsoft Corp. 9.66%
CVX Chevron Corp. (Stand 5.91%
BRK.B Berkshire Hathaway I 5.16%
GOOGL Alphabet Inc. Class 4.35%

2023-12-31

13F Activity

Market Value $288m, Prior: $267m
New Purchases 8 stocks
Added To 18 stocks
Sold out of 3 stocks
Reduced holdings in 62 stocks
Top 10 Holdings % 53.6%
Turnover %[1] 10.89%
Turnover Alt %[2] 2.32%
Time Held Top 20 19.1 quarters
Time Held Top 10 12.5 quarters
Time Held All 17.93 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance