1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Buckley Wealth Management, LLC Buys CVS Health Corp, Salesforce.com Inc, Amgen Inc, Sells Union Pacific Corp, Anthem Inc, Johnson Controls International PLC

Investment company Buckley Wealth Management, LLC buys CVS Health Corp, Salesforce.com Inc, Amgen Inc, The Kroger Co, PNC Financial Services Group Inc, Linde PLC, Citigroup Inc, Expedia Group Inc, Valero Energy Corp, FedEx Corp, Altaba Inc, Alibaba Group Holding, Total SA, Vanguard Div Appreciation, Medtronic PLC, Ryder System Inc, Schlumberger, Encana Corp, MetLife Inc, CME Group Inc, Carnival Corp, Bristol-Myers Squibb Company, sells Union Pacific Corp, Anthem Inc, Johnson Controls International PLC, NVIDIA Corp, Red Rock Resorts Inc, General Electric Co, International Business Machines Corp, Delta Air Lines Inc, Abbott Laboratories, Marsh & McLennan Inc, Realty Income Corp, Honeywell International Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Buckley Wealth Management, LLC. As of 2019Q1, Buckley Wealth Management, LLC owns 147 stocks with a total value of $211 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) - 87,070 shares, 7.83% of the total portfolio. Shares reduced by 4.5%
  2. Microsoft Corp (MSFT) - 101,619 shares, 5.68% of the total portfolio. Shares reduced by 3.09%
  3. Berkshire Hathaway Inc (BRK.B) - 43,277 shares, 4.12% of the total portfolio. Shares added by 1.45%
  4. Amazon.com Inc (AMZN) - 4,578 shares, 3.86% of the total portfolio. Shares reduced by 13.1%
  5. Chevron Corp (CVX) - 65,088 shares, 3.80% of the total portfolio. Shares reduced by 3.67%
New Purchase: Salesforce.com Inc (CRM)

Buckley Wealth Management, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $130.4 and $166.95, with an estimated average price of $154.74. The stock is now traded at around $160.73. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,556 shares as of .

New Purchase: The Kroger Co (KR)

Buckley Wealth Management, LLC initiated holding in The Kroger Co. The purchase prices were between $23.99 and $29.8, with an estimated average price of $27.46. The stock is now traded at around $25.74. The impact to a portfolio due to this purchase was 0.27%. The holding were 22,925 shares as of .

New Purchase: PNC Financial Services Group Inc (PNC)

Buckley Wealth Management, LLC initiated holding in PNC Financial Services Group Inc. The purchase prices were between $116.91 and $131.88, with an estimated average price of $123.74. The stock is now traded at around $128.72. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,696 shares as of .

New Purchase: Linde PLC (LIN)

Buckley Wealth Management, LLC initiated holding in Linde PLC. The purchase prices were between $152.29 and $176.63, with an estimated average price of $165.92. The stock is now traded at around $179.85. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,656 shares as of .

New Purchase: Citigroup Inc (C)

Buckley Wealth Management, LLC initiated holding in Citigroup Inc. The purchase prices were between $52.06 and $65.93, with an estimated average price of $61.99. The stock is now traded at around $65.91. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,968 shares as of .

New Purchase: Expedia Group Inc (EXPE)

Buckley Wealth Management, LLC initiated holding in Expedia Group Inc. The purchase prices were between $108.52 and $130.8, with an estimated average price of $121.31. The stock is now traded at around $124.59. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,197 shares as of .

Added: CVS Health Corp (CVS)

Buckley Wealth Management, LLC added to a holding in CVS Health Corp by 316.94%. The purchase prices were between $52.36 and $69.88, with an estimated average price of $61.96. The stock is now traded at around $52.69. The impact to a portfolio due to this purchase was 0.91%. The holding were 47,089 shares as of .

Added: Amgen Inc (AMGN)

Buckley Wealth Management, LLC added to a holding in Amgen Inc by 20.55%. The purchase prices were between $180.87 and $203.88, with an estimated average price of $191.19. The stock is now traded at around $192.11. The impact to a portfolio due to this purchase was 0.33%. The holding were 21,822 shares as of .

Added: Medtronic PLC (MDT)

Buckley Wealth Management, LLC added to a holding in Medtronic PLC by 24.43%. The purchase prices were between $82.45 and $93.79, with an estimated average price of $89.53. The stock is now traded at around $87.60. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,853 shares as of .

Added: Ryder System Inc (R)

Buckley Wealth Management, LLC added to a holding in Ryder System Inc by 24.97%. The purchase prices were between $48.15 and $64.55, with an estimated average price of $58.42. The stock is now traded at around $65.20. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,860 shares as of .

Added: Schlumberger Ltd (SLB)

Buckley Wealth Management, LLC added to a holding in Schlumberger Ltd by 25.48%. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $45.31. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,101 shares as of .

Added: MetLife Inc (MET)

Buckley Wealth Management, LLC added to a holding in MetLife Inc by 37.50%. The purchase prices were between $40.87 and $45.72, with an estimated average price of $44.19. The stock is now traded at around $45.28. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,065 shares as of .

Sold Out: Anthem Inc (ANTM)

Buckley Wealth Management, LLC sold out a holding in Anthem Inc. The sale prices were between $248.42 and $317.42, with an estimated average price of $288.79.

Sold Out: Johnson Controls International PLC (JCI)

Buckley Wealth Management, LLC sold out a holding in Johnson Controls International PLC. The sale prices were between $29.65 and $36.96, with an estimated average price of $34.22.

Sold Out: NVIDIA Corp (NVDA)

Buckley Wealth Management, LLC sold out a holding in NVIDIA Corp. The sale prices were between $127.99 and $183.94, with an estimated average price of $154.95.

Sold Out: Delta Air Lines Inc (DAL)

Buckley Wealth Management, LLC sold out a holding in Delta Air Lines Inc. The sale prices were between $45.61 and $51.82, with an estimated average price of $49.61.

Reduced: Union Pacific Corp (UNP)

Buckley Wealth Management, LLC reduced to a holding in Union Pacific Corp by 64.23%. The sale prices were between $132.68 and $171.33, with an estimated average price of $160.69. The stock is now traded at around $166.67. The impact to a portfolio due to this sale was -0.97%. Buckley Wealth Management, LLC still held 7,602 shares as of .

Reduced: Red Rock Resorts Inc (RRR)

Buckley Wealth Management, LLC reduced to a holding in Red Rock Resorts Inc by 65.4%. The sale prices were between $20.31 and $29.37, with an estimated average price of $25.76. The stock is now traded at around $27.27. The impact to a portfolio due to this sale was -0.16%. Buckley Wealth Management, LLC still held 7,935 shares as of .

Reduced: General Electric Co (GE)

Buckley Wealth Management, LLC reduced to a holding in General Electric Co by 30.78%. The sale prices were between $7.28 and $10.88, with an estimated average price of $9.4. The stock is now traded at around $9.12. The impact to a portfolio due to this sale was -0.13%. Buckley Wealth Management, LLC still held 74,781 shares as of .

Reduced: International Business Machines Corp (IBM)

Buckley Wealth Management, LLC reduced to a holding in International Business Machines Corp by 35.24%. The sale prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $143.78. The impact to a portfolio due to this sale was -0.11%. Buckley Wealth Management, LLC still held 3,537 shares as of .



Here is the complete portfolio of Buckley Wealth Management, LLC. Also check out:

1. Buckley Wealth Management, LLC's Undervalued Stocks
2. Buckley Wealth Management, LLC's Top Growth Companies, and
3. Buckley Wealth Management, LLC's High Yield stocks
4. Stocks that Buckley Wealth Management, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK