Buckley Wealth Management, LLC Buys Campbell Soup Co, Caterpillar Inc, NVIDIA Corp, Sells ...
Investment company Buckley Wealth Management, LLC (Current Portfolio) buys Campbell Soup Co, Caterpillar Inc, NVIDIA Corp, PayPal Holdings Inc, 3M Co, sells AT&T Inc, Illumina Inc, Fidelity National Information Services Inc, Teladoc Health Inc, American Express Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Buckley Wealth Management, LLC. As of 2021Q4, Buckley Wealth Management, LLC owns 125 stocks with a total value of $343 million. These are the details of the buys and sells.
New Purchases: CPB, NVDA, O, HRL, FNF, LHX, ORCL, CDNS, RNR, WFC, BBY, BWA, EL, RRR,
Added Positions: CAT, INTC, PYPL, MMM, MS, BLK, NEM, LRCX, AMT, OGN, CDW, PNC, CL, V, LOW, MDT, JNJ, NVAX, NEE, CME, TT, CMCSA, DOW, UNP, LIN, TJX, DIS, ABBV, CAH, WBA, ACN, MA, CRM, ADM, ABC, IVZ, TWTR, TSLA, MDLZ, DFS, KR, NKE, R, UAA, TXN, TGT, OKE, WMT, STZ, BA, SYY,
Reduced Positions: T, AAPL, CVS, MRK, AXP, GOOGL, AVGO, GDEN, UNH, PFE, MSFT, MCD, CSCO, BRK.B, ANTM, AMZN, LMT, PG, MMC, HON, AMGN, VZ, CVX, LVS, WYNN, GOOG, JPM, GILD, DUK, AXON, RTX, BAC, QCOM, PM, COP, KO, WEC, AMD, VIAC, BMY,
Sold Out: ILMN, TDOC, FIS, ABT, MSI, SCHW, CB, IFF, BAX, DRE, PSX, CRWD, ACI, TWLO, DOCU, PKG, CONE,
For the details of Buckley Wealth Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/buckley+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Buckley Wealth Management, LLC
Apple Inc (AAPL) - 230,220 shares, 11.93% of the total portfolio. Shares reduced by 4.76%
Microsoft Corp (MSFT) - 73,895 shares, 7.26% of the total portfolio. Shares reduced by 2.05%
Chevron Corp (CVX) - 135,663 shares, 4.65% of the total portfolio. Shares reduced by 1.53%
Amazon.com Inc (AMZN) - 4,115 shares, 4.01% of the total portfolio. Shares reduced by 2.23%
Alphabet Inc (GOOGL) - 4,566 shares, 3.86% of the total portfolio. Shares reduced by 4.82%
New Purchase: Campbell Soup Co (CPB)
Buckley Wealth Management, LLC initiated holding in Campbell Soup Co. The purchase prices were between $39.91 and $44.18, with an estimated average price of $41.61. The stock is now traded at around $44.540000. The impact to a portfolio due to this purchase was 0.62%. The holding were 49,200 shares as of 2021-12-31.
New Purchase: NVIDIA Corp (NVDA)
Buckley Wealth Management, LLC initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $252.420000. The impact to a portfolio due to this purchase was 0.49%. The holding were 5,731 shares as of 2021-12-31.
New Purchase: Realty Income Corp (O)
Buckley Wealth Management, LLC initiated holding in Realty Income Corp. The purchase prices were between $64.16 and $71.97, with an estimated average price of $68.86. The stock is now traded at around $69.800000. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,127 shares as of 2021-12-31.
New Purchase: Hormel Foods Corp (HRL)
Buckley Wealth Management, LLC initiated holding in Hormel Foods Corp. The purchase prices were between $41.24 and $49.19, with an estimated average price of $43.93. The stock is now traded at around $47.580000. The impact to a portfolio due to this purchase was 0.14%. The holding were 9,758 shares as of 2021-12-31.
New Purchase: Fidelity National Financial Inc (FNF)
Buckley Wealth Management, LLC initiated holding in Fidelity National Financial Inc. The purchase prices were between $45.79 and $52.62, with an estimated average price of $49.86. The stock is now traded at around $50.950000. The impact to a portfolio due to this purchase was 0.13%. The holding were 8,388 shares as of 2021-12-31.
New Purchase: L3Harris Technologies Inc (LHX)
Buckley Wealth Management, LLC initiated holding in L3Harris Technologies Inc. The purchase prices were between $202.02 and $244.73, with an estimated average price of $221.42. The stock is now traded at around $211.740000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,847 shares as of 2021-12-31.
Added: Caterpillar Inc (CAT)
Buckley Wealth Management, LLC added to a holding in Caterpillar Inc by 780.09%. The purchase prices were between $188.94 and $214.25, with an estimated average price of $201.63. The stock is now traded at around $204.940000. The impact to a portfolio due to this purchase was 0.52%. The holding were 9,725 shares as of 2021-12-31.
Added: PayPal Holdings Inc (PYPL)
Buckley Wealth Management, LLC added to a holding in PayPal Holdings Inc by 69.79%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $132.570000. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,464 shares as of 2021-12-31.
Added: 3M Co (MMM)
Buckley Wealth Management, LLC added to a holding in 3M Co by 22.55%. The purchase prices were between $170.04 and $183.66, with an estimated average price of $178.14. The stock is now traded at around $166.660000. The impact to a portfolio due to this purchase was 0.17%. The holding were 17,711 shares as of 2021-12-31.
Added: Morgan Stanley (MS)
Buckley Wealth Management, LLC added to a holding in Morgan Stanley by 93.45%. The purchase prices were between $94.82 and $104.66, with an estimated average price of $99.64. The stock is now traded at around $103.920000. The impact to a portfolio due to this purchase was 0.17%. The holding were 12,410 shares as of 2021-12-31.
Added: BlackRock Inc (BLK)
Buckley Wealth Management, LLC added to a holding in BlackRock Inc by 254.77%. The purchase prices were between $825.56 and $971.49, with an estimated average price of $913.93. The stock is now traded at around $822.510000. The impact to a portfolio due to this purchase was 0.17%. The holding were 855 shares as of 2021-12-31.
Added: Lam Research Corp (LRCX)
Buckley Wealth Management, LLC added to a holding in Lam Research Corp by 154.06%. The purchase prices were between $544.41 and $726.75, with an estimated average price of $629.37. The stock is now traded at around $611.770000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,189 shares as of 2021-12-31.
Sold Out: Illumina Inc (ILMN)
Buckley Wealth Management, LLC sold out a holding in Illumina Inc. The sale prices were between $347.28 and $421.83, with an estimated average price of $388.94.
Sold Out: Fidelity National Information Services Inc (FIS)
Buckley Wealth Management, LLC sold out a holding in Fidelity National Information Services Inc. The sale prices were between $102.36 and $125.04, with an estimated average price of $112.73.
Sold Out: Teladoc Health Inc (TDOC)
Buckley Wealth Management, LLC sold out a holding in Teladoc Health Inc. The sale prices were between $87.43 and $154.29, with an estimated average price of $118.83.
Sold Out: Abbott Laboratories (ABT)
Buckley Wealth Management, LLC sold out a holding in Abbott Laboratories. The sale prices were between $115.53 and $141.46, with an estimated average price of $128.29.
Sold Out: Motorola Solutions Inc (MSI)
Buckley Wealth Management, LLC sold out a holding in Motorola Solutions Inc. The sale prices were between $231.47 and $272.73, with an estimated average price of $252.37.
Sold Out: Charles Schwab Corp (SCHW)
Buckley Wealth Management, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $73.23 and $85.82, with an estimated average price of $81.09.
Here is the complete portfolio of Buckley Wealth Management, LLC. Also check out:
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3. Buckley Wealth Management, LLC's High Yield stocks
4. Stocks that Buckley Wealth Management, LLC keeps buyingThis article first appeared on GuruFocus.
