Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
61
5
5
3
5
1
38
6
2
BUCKLEY WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings146

Total Value ($x1000)211,123
Activities
New13

Increased27

Unchanged30

Decreased76

Sold Out4

Top 10 Stock Holdingstotal 41.68%
AAPL7.83

MSFT5.68

BRK.B4.12

AMZN3.86

CVX3.8

 
GOOGL3.58

CSCO3.45

XOM3.16

MRK3.12

JPM3.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
7.83%
COM
MSFT
5.68%
COM
BRK.B
4.12%
CL B NEW
AMZN
3.86%
COM
CVX
3.8%
COM
GOOGL
3.58%
CAP STK CL A
CSCO
3.45%
COM
XOM
3.16%
COM
MRK
3.12%
COM
JPM
3.08%
COM
PFE
2.98%
COM
JNJ
2.91%
COM
T
2.54%
COM
INTC
2.15%
COM
AMGN
1.96%
COM
COP
1.62%
COM
PG
1.56%
COM
LMT
1.37%
COM
VZ
1.33%
COM
COST
1.33%
COM
BA
1.29%
COM
CVS
1.2%
COM
UNH
1.01%
COM
GILD
0.99%
COM
DWDP
0.96%
COM
PM
0.89%
COM
UTX
0.88%
COM
STC
0.77%
COM
BAC
0.74%
COM
TXN
0.69%
COM
AXP
0.63%
COM
UNP
0.6%
COM
OXY
0.56%
COM
QCOM
0.55%
COM
GOOG
0.53%
CAP STK CL C
ORCL
0.52%
COM
PSX
0.49%
COM
PYPL
0.49%
COM
MS
0.46%
COM NEW
MA
0.43%
CL A
SYY
0.43%
COM
CMCSA
0.42%
CL A
MPC
0.42%
COM
F
0.4%
COM PAR $0.01
WFC
0.4%
COM
DUK
0.38%
COM NEW
AVGO
0.37%
COM
PEP
0.37%
COM
NKE
0.37%
CL B
FISV
0.37%
COM
HD
0.37%
COM
OKE
0.36%
COM
GE
0.35%
COM
MSCI
0.35%
COM
MCD
0.35%
COM
CRM
0.34%
COM
TJX
0.34%
COM
MDT
0.34%
SHS
ANSS
0.34%
COM
LVS
0.33%
COM
ACN
0.32%
SHS CLASS A
TGT
0.32%
COM
R
0.32%
COM
VOO
0.31%
SHS
MMM
0.31%
COM
CELG
0.3%
COM
WYNN
0.3%
COM
LOW
0.3%
COM
ADM
0.29%
COM
NEE
0.29%
COM
CAH
0.29%
COM
ABC
0.29%
COM
ZION
0.28%
COM
DISCK
0.28%
COM SER C
JWN
0.28%
COM
WBA
0.28%
COM
DIS
0.27%
COM DISNEY
CHRW
0.27%
COM NEW
ILMN
0.27%
COM
CB
0.27%
COM
MO
0.27%
COM
KR
0.27%
COM
BYD
0.26%
COM
RTN
0.24%
COM NEW
KO
0.24%
COM
XLV
0.24%
SBI HEALTHCARE
CL
0.24%
COM
IBM
0.24%
COM
PKG
0.23%
COM
LLY
0.22%
COM
GD
0.22%
COM
ABBV
0.22%
COM
MDLZ
0.22%
CL A
PNC
0.21%
COM
FIS
0.21%
COM
V
0.21%
COM CL A
SLB
0.21%
COM
TRV
0.19%
COM
CAT
0.19%
COM
FB
0.18%
CL A
HON
0.18%
COM
NSP
0.18%
COM
SWK
0.17%
COM
IDA
0.17%
COM
DFS
0.17%
COM
DE
0.17%
COM
TDOC
0.17%
COM
HCA
0.16%
COM
APH
0.16%
CL A
MMC
0.16%
COM
BMY
0.16%
COM
WEC
0.15%
COM
CME
0.15%
COM
AGN
0.15%
SHS
EXC
0.15%
COM
IR
0.15%
SHS
IAC
0.14%
COM PAR $.001
IBB
0.14%
NASDQ BIOTEC ETF
MET
0.14%
COM
CCL
0.14%
PAIRED CTF
AMLP
0.14%
ALERIAN MLP
WAL
0.14%
COM
BDX
0.14%
COM
LIN
0.14%
COM
SWX
0.14%
COM
CONE
0.13%
COM
NOC
0.13%
COM
ABT
0.13%
COM
O
0.13%
COM
MGM
0.13%
COM
EXPE
0.12%
COM NEW
BLK
0.12%
COM
C
0.12%
COM NEW
BBY
0.11%
COM
ABMD
0.11%
COM
BIIB
0.11%
COM
VLO
0.11%
COM
AABA
0.11%
COM
FDX
0.11%
COM
VIG
0.1%
DIV APP ETF
BABA
0.1%
SPONSORED ADS
GDEN
0.1%
COM
TOT
0.1%
SPONSORED ADR
RRR
0.1%
CL A
NOK
0.05%
SPONSORED ADR
ECA
0.04%
COM
ANTM
0.55%
COM
JCI
0.32%
SHS
NVDA
0.21%
COM
DAL
0.11%
COM NEW