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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
60
5
5
2
6
1
37
5
2
BUCKLEY WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings137

Total Value ($x1000)193,965
Activities
New3

Increased53

Unchanged23

Decreased58

Sold Out20

Top 10 Stock Holdingstotal 41.68%
AAPL7.41

MSFT5.49

BRK.B4.49

AMZN4.08

CVX3.79

 
GOOGL3.53

PFE3.47

JPM3.19

MRK3.19

CSCO3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
7.41%
COM
MSFT
5.49%
COM
BRK.B
4.49%
CL B NEW
AMZN
4.08%
COM
CVX
3.79%
COM
GOOGL
3.53%
CAP STK CL A
PFE
3.47%
COM
JPM
3.19%
COM
MRK
3.19%
COM
CSCO
3.04%
COM
XOM
3.03%
COM
JNJ
2.96%
COM
T
2.6%
COM
INTC
2.1%
COM
AMGN
1.82%
COM
PG
1.77%
COM
COP
1.67%
COM
UNP
1.51%
COM
VZ
1.42%
COM
UNH
1.37%
COM
LMT
1.3%
COM
BA
1.28%
COM
COST
1.23%
COM
DWDP
1.2%
COM
GILD
0.96%
COM
STC
0.81%
COM
UTX
0.8%
COM
PM
0.76%
COM
TXN
0.75%
COM
BAC
0.74%
COM
AXP
0.67%
COM
QCOM
0.61%
COM
ANTM
0.55%
COM
OXY
0.52%
COM
GOOG
0.51%
CAP STK CL C
ORCL
0.51%
COM
MS
0.47%
COM NEW
PYPL
0.46%
COM
MPC
0.45%
COM
SYY
0.44%
COM
WFC
0.43%
COM
PSX
0.43%
COM
GE
0.42%
COM
DUK
0.4%
COM NEW
PEP
0.4%
COM
MA
0.39%
CL A
NKE
0.39%
CL B
F
0.39%
COM PAR $0.01
MCD
0.38%
COM
CVS
0.38%
COM
FISV
0.36%
COM
HD
0.36%
COM
AVGO
0.35%
COM
CMCSA
0.35%
CL A
WBA
0.34%
COM
OKE
0.33%
COM
JWN
0.32%
COM
IBM
0.32%
COM
JCI
0.32%
SHS
TJX
0.32%
COM
MMM
0.31%
COM
LVS
0.31%
COM
ADM
0.3%
COM
VOO
0.3%
SHS
LOW
0.3%
COM
MDT
0.3%
SHS
TGT
0.29%
COM
ANSS
0.29%
COM
CHRW
0.29%
COM NEW
CAH
0.29%
COM
ILMN
0.29%
COM
MSCI
0.29%
COM
DISCK
0.28%
COM SER C
NEE
0.28%
COM
ZION
0.28%
COM
ABBV
0.28%
COM
ABC
0.27%
COM
WYNN
0.27%
COM
DIS
0.27%
COM DISNEY
ACN
0.27%
SHS CLASS A
CB
0.27%
COM
KO
0.26%
COM
MO
0.25%
COM
XLV
0.25%
SBI HEALTHCARE
RRR
0.24%
CL A
CL
0.24%
COM
FIS
0.23%
COM
CELG
0.23%
COM
PKG
0.23%
COM
GD
0.22%
COM
RTN
0.22%
COM NEW
BYD
0.22%
COM
LLY
0.22%
COM
ABT
0.22%
COM
R
0.22%
COM
HON
0.21%
COM
NVDA
0.21%
COM
MMC
0.21%
COM
MDLZ
0.2%
CL A
V
0.19%
COM CL A
CAT
0.19%
COM
FB
0.19%
CL A
CONE
0.18%
COM
TRV
0.18%
COM
IDA
0.17%
COM
DE
0.17%
COM
HCA
0.17%
COM
O
0.17%
COM
SWK
0.16%
COM
WEC
0.16%
COM
TDOC
0.16%
COM
CME
0.15%
COM
BDX
0.15%
COM
DFS
0.15%
COM
APH
0.15%
CL A
BIIB
0.15%
COM
SLB
0.15%
COM
WAL
0.15%
COM
BMY
0.15%
COM
IR
0.15%
SHS
NSP
0.14%
COM
EXC
0.14%
COM
SWX
0.14%
COM
IAC
0.14%
COM PAR $.001
IBB
0.13%
NASDQ BIOTEC ETF
AMLP
0.13%
ALERIAN MLP
ABMD
0.13%
COM
BLK
0.13%
COM
NOC
0.13%
COM
MGM
0.13%
COM
AGN
0.13%
SHS
GDEN
0.13%
COM
CCL
0.12%
PAIRED CTF
DAL
0.11%
COM NEW
BBY
0.11%
COM
MET
0.11%
COM
NOK
0.05%
SPONSORED ADR
AET
0.71%
COM
RDS/B
0.27%
SPON ADR B
EBAY
0.19%
COM
VLO
0.18%
COM
URI
0.17%
COM
TAP
0.14%
CL B
PX
0.14%
COM
AIG
0.11%
COM NEW
ORBK
0.11%
ORD
C
0.11%
COM NEW
TOT
0.1%
SPONSORED ADR
SWCH
0.1%
CL A
FDX
0.1%
COM
CRSP
0.1%
NAMEN AKT
GSK
0.1%
SPONSORED ADR
VIG
0.1%
DIV APP ETF
STZ
0.09%
CL A
ALKS
0.09%
SHS
RDS/A
0.09%
SPONS ADR A
EXPE
0.09%
COM NEW