BWM
Buckley Wealth Management Portfolio holdings
AUM
$365M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$365M
AUM Growth
+$31.1M
(+9.3%)
Holding
109
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.56M | |
| 3 | +$1.32M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.23M |
| 5 |
Black Hills Corp
BKH
|
+$1.04M |
Top Sells
| 1 | +$1.33M | |
| 2 | +$902K | |
| 3 | +$791K | |
| 4 |
Microsoft
MSFT
|
+$566K |
| 5 |
Broadcom
AVGO
|
+$549K |
Sector Composition
| 1 | Technology | 27.19% |
| 2 | Financials | 15.63% |
| 3 | Healthcare | 10.67% |
| 4 | Energy | 10.34% |
| 5 | Consumer Discretionary | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.02T
| $39.9M | 10.91% |
156,522
-1,007
|
|
||
|
2
Microsoft
MSFT
$3.54T
| $35.3M | 9.67% |
68,192
-1,092
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.58T
| $21.5M | 5.89% |
88,456
+2,739
|
|
||
|
4
Berkshire Hathaway Class B
BRK.B
$1.09T
| $21M | 5.75% |
41,767
+2,441
|
|
||
5
Chevron
CVX
$299B
| $18.6M | 5.09% |
119,655
-970
|
|
||
6
JPMorgan Chase
JPM
$857B
| $18.4M | 5.05% |
58,447
-503
|
|
||
7
Amazon
AMZN
$2.37T
| $16.5M | 4.53% |
75,374
-350
|
|
||
8
Exxon Mobil
XOM
$495B
| $12.4M | 3.39% |
109,718
+1,460
|
|
||
9
Costco
COST
$383B
| $12M | 3.3% |
13,006
+3,116
|
|
||
10
Johnson & Johnson
JNJ
$507B
| $11M | 3.03% |
59,588
-1,169
|
|
||
11
Amgen
AMGN
$176B
| $9.35M | 2.56% |
33,148
-145
|
|
||
12
Procter & Gamble
PG
$345B
| $9M | 2.46% |
58,549
+1,565
|
|
||
13
Cisco
CSCO
$300B
| $8.89M | 2.43% |
129,885
-1,783
|
|
||
14
NextEra Energy
NEE
$167B
| $5.77M | 1.58% |
76,467
+5,946
|
|
||
15
NVIDIA
NVDA
$4.15T
| $5.22M | 1.43% |
27,997
-586
|
|
||
16
Idacorp
IDA
$6.83B
| $5.02M | 1.38% |
38,005
-1,000
|
|
||
17
Merck
MRK
$246B
| $4.66M | 1.28% |
55,493
-1,857
|
|
||
18
Caterpillar
CAT
$263B
| $4.37M | 1.2% |
9,150
-40
|
|
||
19
3M
MMM
$86.1B
| $4.22M | 1.15% |
27,177
-250
|
|
||
20
Home Depot
HD
$355B
| $4.2M | 1.15% |
10,371
-61
|
|
||
21
AbbVie
ABBV
$396B
| $3.76M | 1.03% |
16,259
-96
|
|
||
22
DuPont de Nemours
DD
$17B
| $3.32M | 0.91% |
101,745
-6,503
|
|
||
|
23
Broadcom
AVGO
$1.54T
| $3.19M | 0.87% |
9,656
-1,664
|
|
||
24
AT&T
T
$173B
| $2.81M | 0.77% |
99,424
-1,576
|
|
||
25
TJX Companies
TJX
$173B
| $2.66M | 0.73% |
18,424
-1,291
|
|