Buckley Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance and investment, keeping up with the latest trends and changes in holdings is crucial. One way to gain insights into the buying and selling activities of institutional investors is through their regulatory filings, such as the Form 13F. Today, we will analyze the Q3 2023 and Q4 2023 13F holdings comparison of Buckley Wealth Management, LLC and explore the notable changes in their portfolio.

Apple Inc (AAPL)

Let's start with Apple Inc, one of the most prominent companies globally. Buckley Wealth Management, LLC held 169,170 shares of Apple in Q3 2023, which slightly decreased to 168,636 shares in Q4 2023, representing a 0.3% decrease. In terms of value, the holdings were valued at $28,963,000 in Q3 and increased to $32,467,000 in Q4, reflecting a 12.1% increase.

Microsoft Corp (MSFT)

Moving on to Microsoft Corp, Buckley Wealth Management, LLC held 74,519 shares in Q3 2023, which decreased marginally to 73,986 shares in Q4 2023, representing a 0.7% decrease. The value of the holdings also witnessed a slight drop from $23,529,000 in Q3 to $27,821,000 in Q4, reflecting an 18.2% decrease.

Chevron Corp New (CVX)

In the case of Chevron Corp New, Buckley Wealth Management, LLC experienced an increase in holdings. They held 109,357 shares in Q3 2023, which increased to 114,042 shares in Q4 2023, representing a 4.3% increase. However, the value of the holdings saw a decrease from $18,439,000 in Q3 to $17,010,000 in Q4, reflecting a 7.8% decrease.

Berkshire Hathaway Inc Del (BRK-B)

Buckley Wealth Management, LLC held 41,842 shares of Berkshire Hathaway Inc Del in both Q3 and Q4 2023. While the number of shares remained the same, the value of the holdings in Q3 was $14,657,000, which increased slightly to $14,869,000 in Q4, reflecting a 1.5% increase.

Alphabet Inc (GOOGL)

Moving on to Alphabet Inc, Buckley Wealth Management, LLC held 89,915 shares in Q3 2023, which slightly decreased to 89,773 shares in Q4 2023, representing a 0.1% decrease. However, the value of the holdings increased from $11,766,000 in Q3 to $12,540,000 in Q4, reflecting a 6.6% increase.

Amazon Com Inc (AMZN)

In the case of Amazon Com Inc, Buckley Wealth Management, LLC held 79,206 shares in Q3 2023, which decreased marginally to 78,786 shares in Q4 2023, representing a 0.5% decrease. However, the value of the holdings increased significantly from $10,068,000 in Q3 to $11,970,000 in Q4, reflecting an 18.9% increase.

These are just a few examples of the changes in holdings that Buckley Wealth Management, LLC experienced in their portfolio. As financial markets continue to evolve, it is essential to stay informed about these changes to make informed investment decisions. Remember, this analysis is based on public filings, and it is always recommended to consult with a professional financial advisor before making any investment decisions.

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