Buckley Wealth Management, LLC Buys Pfizer Inc, Raytheon Technologies Corp, McDonald's Corp, Sells Oracle Corp, Becton, Dickinson and Co, Trane Technologies PLC

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Jul 15, 2020
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Investment company Buckley Wealth Management, LLC (Current Portfolio) buys Pfizer Inc, Raytheon Technologies Corp, McDonald's Corp, Trane Technologies PLC, Lowe's Inc, sells Oracle Corp, Becton, Dickinson and Co, Trane Technologies PLC, Discovery Inc, Boeing Co during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Buckley Wealth Management, LLC. As of 2020Q2, Buckley Wealth Management, LLC owns 122 stocks with a total value of $220 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) - 70,089 shares, 11.60% of the total portfolio. Shares reduced by 3.25%
  2. Microsoft Corp (MSFT) - 85,611 shares, 7.90% of the total portfolio. Shares reduced by 2.85%
  3. Amazon.com Inc (AMZN) - 4,459 shares, 5.58% of the total portfolio. Shares reduced by 3.02%
  4. Berkshire Hathaway Inc (BRK.B) - 47,463 shares, 3.84% of the total portfolio. Shares added by 5.43%
  5. Alphabet Inc (GOOGL) - 5,538 shares, 3.56% of the total portfolio. Shares reduced by 3.84%
New Purchase: Raytheon Technologies Corp (RTX)

Buckley Wealth Management, LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $62.78. The impact to a portfolio due to this purchase was 0.45%. The holding were 16,058 shares as of .

New Purchase: Trane Technologies PLC (TT)

Buckley Wealth Management, LLC initiated holding in Trane Technologies PLC. The purchase prices were between $76.65 and $102.01, with an estimated average price of $86.92. The stock is now traded at around $101.51. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,040 shares as of .

New Purchase: Motorola Solutions Inc (MSI)

Buckley Wealth Management, LLC initiated holding in Motorola Solutions Inc. The purchase prices were between $126.09 and $158.32, with an estimated average price of $141.46. The stock is now traded at around $136.10. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,205 shares as of .

New Purchase: SBA Communications Corp (SBAC)

Buckley Wealth Management, LLC initiated holding in SBA Communications Corp. The purchase prices were between $260.47 and $318.26, with an estimated average price of $294.87. The stock is now traded at around $290.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 980 shares as of .

New Purchase: Dell Technologies Inc (DELL)

Buckley Wealth Management, LLC initiated holding in Dell Technologies Inc. The purchase prices were between $36.44 and $54.94, with an estimated average price of $44.2. The stock is now traded at around $52.67. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,020 shares as of .

New Purchase: Abbott Laboratories (ABT)

Buckley Wealth Management, LLC initiated holding in Abbott Laboratories. The purchase prices were between $76.57 and $98, with an estimated average price of $90.16. The stock is now traded at around $96.23. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,300 shares as of .

Added: Pfizer Inc (PFE)

Buckley Wealth Management, LLC added to a holding in Pfizer Inc by 42.71%. The purchase prices were between $31.75 and $38.51, with an estimated average price of $35.78. The stock is now traded at around $35.72. The impact to a portfolio due to this purchase was 0.88%. The holding were 197,919 shares as of .

Added: McDonald's Corp (MCD)

Buckley Wealth Management, LLC added to a holding in McDonald's Corp by 53.51%. The purchase prices were between $158.17 and $202.65, with an estimated average price of $183.11. The stock is now traded at around $192.32. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,254 shares as of .

Added: Lowe's Companies Inc (LOW)

Buckley Wealth Management, LLC added to a holding in Lowe's Companies Inc by 38.75%. The purchase prices were between $80.42 and $135.65, with an estimated average price of $113.61. The stock is now traded at around $139.99. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,998 shares as of .

Added: BorgWarner Inc (BWA)

Buckley Wealth Management, LLC added to a holding in BorgWarner Inc by 53.37%. The purchase prices were between $21.29 and $37.52, with an estimated average price of $29.77. The stock is now traded at around $36.65. The impact to a portfolio due to this purchase was 0.07%. The holding were 12,846 shares as of .

Added: Anthem Inc (ANTM)

Buckley Wealth Management, LLC added to a holding in Anthem Inc by 20.16%. The purchase prices were between $203.3 and $300.59, with an estimated average price of $265.97. The stock is now traded at around $267.71. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,522 shares as of .

Added: Wynn Resorts Ltd (WYNN)

Buckley Wealth Management, LLC added to a holding in Wynn Resorts Ltd by 39.76%. The purchase prices were between $48.5 and $108.8, with an estimated average price of $79.68. The stock is now traded at around $84.81. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,800 shares as of .

Sold Out: Becton, Dickinson and Co (BDX)

Buckley Wealth Management, LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $225.4 and $270, with an estimated average price of $246.67.

Sold Out: Trane Technologies PLC (2IS)

Buckley Wealth Management, LLC sold out a holding in Trane Technologies PLC. The sale prices were between $69.5 and $91, with an estimated average price of $78.35.

Sold Out: Discovery Inc (DISCK)

Buckley Wealth Management, LLC sold out a holding in Discovery Inc. The sale prices were between $16.84 and $23.42, with an estimated average price of $19.54.

Sold Out: Raytheon Co (RTN)

Buckley Wealth Management, LLC sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: MetLife Inc (MET)

Buckley Wealth Management, LLC sold out a holding in MetLife Inc. The sale prices were between $27.72 and $43, with an estimated average price of $34.73.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Buckley Wealth Management, LLC sold out a holding in Royal Dutch Shell PLC. The sale prices were between $30.13 and $39.29, with an estimated average price of $34.34.



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