Buckley Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investors and financial enthusiasts eagerly await the release of 13F filings each quarter as it offers valuable insights into the changes made by the world's top investment firms. In this article, we will analyze the holdings of Buckley Wealth Management, LLC for Q1 2023 and compare them with their Q2 2023 holdings. As the investment landscape continues to evolve, understanding these changes can provide valuable guidance for other investors.

Apple Inc (AAPL)

In Q1 2023, Buckley Wealth Management held 185,564 shares of Apple Inc (AAPL), with a total value of $30,599,000. However, in Q2 2023, their holdings decreased to 180,013 shares, worth $34,917,000. This represents a 14.1% change, reflecting a slight reduction in their stake in Apple.

Microsoft Corp (MSFT)

Buckley Wealth Management's holdings in Microsoft Corp (MSFT) increased from 76,388 shares, valued at $22,022,000 in Q1 2023, to 77,740 shares, valued at $26,473,000 in Q2 2023. This change of 20.2% indicates their continued confidence in the growth prospects of Microsoft.

Chevron Corp New (CVX)

With 113,580 shares of Chevron Corp New (CVX) worth $18,531,000 in Q1 2023, Buckley Wealth Management experienced a minor decrease of 4% in their holdings in Q2 2023. Their Q2 2023 holdings stood at 113,070 shares, with a value of $17,791,000.

Berkshire Hathaway Inc Del (BRK-B)

Buckley Wealth Management maintained a consistent position in Berkshire Hathaway Inc Del (BRK-B), with 42,701 shares worth $13,184,000 in both Q1 2023 and Q2 2023.

Alphabet Inc (GOOGL)

The investment firm slightly increased its holdings in Alphabet Inc (GOOGL) from 90,907 shares valued at $9,429,000 in Q1 2023 to 93,393 shares valued at $11,179,000 in Q2 2023. This reflects an 18.6% increase in their stake.

Amazon Com Inc (AMZN)

In Q1 2023, Buckley Wealth Management held 79,832 shares of Amazon Com Inc (AMZN), worth $8,245,000. However, their position slightly decreased to 79,732 shares, with a value of $10,393,000 in Q2 2023. This change represents a 26% increase in the value of their holdings.

JPMorgan Chase & Co (JPM)

JPMorgan Chase & Co (JPM) witnessed a minor decrease in Buckley Wealth Management's holdings. In Q1 2023, the firm held 69,768 shares, valued at $9,091,000. In Q2 2023, their holdings decreased to 69,517 shares, valued at $10,110,000.

Procter and Gamble Co (PG)

Buckley Wealth Management experienced a slight decrease of 0.9% in their holdings of Procter and Gamble Co (PG). In Q1 2023, they held 60,444 shares worth $8,987,000, which decreased to 58,721 shares valued at $8,910,000 in Q2 2023.

Exxon Mobil Corp (XOM)

The investment firm witnessed a 1.2% decrease in their holdings of Exxon Mobil Corp (XOM). In Q1 2023, they held 82,137 shares worth $9,007,000, which decreased to 83,005 shares valued at $8,902,000 in Q2 2023.

Cisco Sys Inc (CSCO)

Buckley Wealth Management experienced a slight decrease of 3% in their holdings of Cisco Sys Inc (CSCO). In Q1 2023, they held 174,418 shares worth $9,117,000, which decreased to 170,864 shares valued at $8,840,000 in Q2 2023.

Johnson & Johnson (JNJ)

Buckley Wealth Management increased its holdings in Johnson & Johnson (JNJ) from 47,989 shares worth $7,438,000 in Q1 2023 to 48,601 shares worth $8,044,000 in Q2 2023. This reflects an 8.1% increase in their stake.

These are just some of the changes in Buckley Wealth Management's holdings for Q1 2023 and Q2 2023. As with any investment activity, it's important to consider these changes within the context of the overall investment strategy of the firm and market conditions. Analyzing 13F filings can provide valuable insights into the minds of the top investment firms, helping individuals make more informed investment decisions.

Please note that the data presented here is based on the publicly available 13F filings and is subject to change as new information becomes available.