Buckley Wealth Management, LLC Buys iShares Intermediate Credit Bond ETF, 3M Co, Trane Technologies PLC, Sells General Dynamics Corp, Vanguard Growth, Ingersoll Rand Inc

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Apr 10, 2020
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Investment company Buckley Wealth Management, LLC (Current Portfolio) buys iShares Intermediate Credit Bond ETF, 3M Co, Trane Technologies PLC, AbbVie Inc, McKesson Corp, sells General Dynamics Corp, Vanguard Growth, Ingersoll Rand Inc, Idacorp Inc, Deere during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Buckley Wealth Management, LLC. As of 2020Q1, Buckley Wealth Management, LLC owns 122 stocks with a total value of $184 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 72,445 shares, 10.00% of the total portfolio. Shares reduced by 2.7%
  2. Microsoft Corp (MSFT) - 88,124 shares, 7.54% of the total portfolio. Shares reduced by 0.87%
  3. Amazon.com Inc (AMZN) - 4,598 shares, 4.86% of the total portfolio. Shares added by 1.50%
  4. Berkshire Hathaway Inc (BRK.B) - 45,018 shares, 4.47% of the total portfolio. Shares added by 0.72%
  5. Alphabet Inc (GOOGL) - 5,759 shares, 3.63% of the total portfolio. Shares added by 0.24%
New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

Buckley Wealth Management, LLC initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $50.28 and $60.03, with an estimated average price of $57.43. The stock is now traded at around $57.25. The impact to a portfolio due to this purchase was 1.81%. The holding were 60,754 shares as of .

New Purchase: Trane Technologies PLC (2IS)

Buckley Wealth Management, LLC initiated holding in Trane Technologies PLC. The purchase prices were between $65 and $103.98, with an estimated average price of $91.63. The stock is now traded at around $83.42. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,044 shares as of .

New Purchase: McKesson Corp (MCK)

Buckley Wealth Management, LLC initiated holding in McKesson Corp. The purchase prices were between $115.75 and $170.96, with an estimated average price of $146.83. The stock is now traded at around $133.32. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,597 shares as of .

New Purchase: Charles Schwab Corp (SCHW)

Buckley Wealth Management, LLC initiated holding in Charles Schwab Corp. The purchase prices were between $28.43 and $49, with an estimated average price of $42.23. The stock is now traded at around $36.54. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,891 shares as of .

New Purchase: Public Service Enterprise Group Inc (PEG)

Buckley Wealth Management, LLC initiated holding in Public Service Enterprise Group Inc. The purchase prices were between $36.86 and $61.74, with an estimated average price of $54.24. The stock is now traded at around $52.95. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,253 shares as of .

New Purchase: PACCAR Inc (PCAR)

Buckley Wealth Management, LLC initiated holding in PACCAR Inc. The purchase prices were between $49.91 and $79.51, with an estimated average price of $70.88. The stock is now traded at around $67.27. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,606 shares as of .

Added: 3M Co (MMM)

Buckley Wealth Management, LLC added to a holding in 3M Co by 220.80%. The purchase prices were between $117.87 and $181.37, with an estimated average price of $158.06. The stock is now traded at around $147.78. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,631 shares as of .

Added: AbbVie Inc (ABBV)

Buckley Wealth Management, LLC added to a holding in AbbVie Inc by 63.46%. The purchase prices were between $64.5 and $97.79, with an estimated average price of $85.41. The stock is now traded at around $79.75. The impact to a portfolio due to this purchase was 0.21%. The holding were 13,175 shares as of .

Added: Comcast Corp (CMCSA)

Buckley Wealth Management, LLC added to a holding in Comcast Corp by 59.95%. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $38.00. The impact to a portfolio due to this purchase was 0.17%. The holding were 24,768 shares as of .

Added: DuPont de Nemours Inc (DD)

Buckley Wealth Management, LLC added to a holding in DuPont de Nemours Inc by 67.49%. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $40.78. The impact to a portfolio due to this purchase was 0.17%. The holding were 23,239 shares as of .

Added: PepsiCo Inc (PEP)

Buckley Wealth Management, LLC added to a holding in PepsiCo Inc by 43.33%. The purchase prices were between $103.93 and $146.99, with an estimated average price of $135.44. The stock is now traded at around $133.63. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,841 shares as of .

Added: The Walt Disney Co (DIS)

Buckley Wealth Management, LLC added to a holding in The Walt Disney Co by 55.71%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $104.50. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,326 shares as of .

Sold Out: General Dynamics Corp (GD)

Buckley Wealth Management, LLC sold out a holding in General Dynamics Corp. The sale prices were between $106.6 and $189.43, with an estimated average price of $166.85.

Sold Out: Vanguard Growth (VUG)

Buckley Wealth Management, LLC sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.

Sold Out: Ingersoll Rand Inc (IR)

Buckley Wealth Management, LLC sold out a holding in Ingersoll Rand Inc. The sale prices were between $71.26 and $117.82, with an estimated average price of $101.89.

Sold Out: Idacorp Inc (IDA)

Buckley Wealth Management, LLC sold out a holding in Idacorp Inc. The sale prices were between $74.34 and $113.18, with an estimated average price of $103.22.

Sold Out: Deere & Co (DE)

Buckley Wealth Management, LLC sold out a holding in Deere & Co. The sale prices were between $111.15 and $177.6, with an estimated average price of $158.85.

Sold Out: Vanguard Value (VTV)

Buckley Wealth Management, LLC sold out a holding in Vanguard Value. The sale prices were between $76.76 and $121.42, with an estimated average price of $110.7.



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