Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BUCKLEY WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 19, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
85,474 |
$16,917k |
|
|
MICROSOFT CORP (594918104)
|
98,642 |
$13,214k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
43,240 |
$9,217k |
|
|
Amazon.com Inc (023135106)
|
4,618 |
$8,745k |
|
|
Chevron Corp (166764100)
|
67,695 |
$8,424k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
63,695 |
$7,121k |
|
|
CISCO SYSTEMS INC (17275R102)
|
129,821 |
$7,105k |
|
|
ALPHABET INC (02079K305)
|
6,277 |
$6,797k |
|
|
MERCK & CO INC (58933Y105)
|
79,357 |
$6,654k |
|
|
PFIZER INC (717081103)
|
145,490 |
$6,303k |
|
|
JOHNSON & JOHNSON (478160104)
|
43,651 |
$6,080k |
|
|
Exxon Mobil Corp (30231G102)
|
78,921 |
$6,048k |
|
|
AT&T INC (00206R102)
|
168,699 |
$5,653k |
|
|
AMGEN INC (031162100)
|
25,225 |
$4,648k |
|
|
INTEL CORP (458140100)
|
91,389 |
$4,375k |
|
|
Lockheed Martin Corp (539830109)
|
9,545 |
$3,470k |
|
|
PROCTER & GAMBLE CO (742718109)
|
31,031 |
$3,403k |
|
|
CVS HEALTH CORP (126650100)
|
59,890 |
$3,263k |
|
|
ConocoPhillips (20825C104)
|
51,104 |
$3,117k |
|
|
COSTCO WHSL CORP (22160K105)
|
11,540 |
$3,050k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
47,049 |
$2,688k |
|
|
Boeing Co/The (097023105)
|
7,140 |
$2,599k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
9,850 |
$2,403k |
|
|
GILEAD SCIENCES INC (375558103)
|
33,895 |
$2,290k |
|
|
Bank of America Corp. (060505104)
|
57,063 |
$1,655k |
|
|
PHILIP MORRIS INTL (718172109)
|
20,822 |
$1,635k |
|
|
TEXAS INSTRUMENTS (882508104)
|
13,792 |
$1,583k |
|
|
QUALCOMM INC (747525103)
|
20,289 |
$1,543k |
|
|
STEWART INFORMATION SERVICES (860372101)
|
38,000 |
$1,539k |
|
|
American Express Co. (025816109)
|
9,512 |
$1,174k |
|
|
ORACLE CORP (68389X105)
|
20,255 |
$1,154k |
|
|
Phillips 66 (718546104)
|
11,830 |
$1,107k |
|
|
Alphabet Inc (02079K107)
|
954 |
$1,031k |
|
|
PayPal Holdings Inc (70450Y103)
|
8,985 |
$1,028k |
|
|
SYSCO CORP (871829107)
|
13,664 |
$966k |
|
|
COMCAST CORP (20030N101)
|
21,509 |
$909k |
|
|
DuPont de Nemours Inc (26614N102)
|
11,839 |
$889k |
|
|
MORGAN STANLEY (617446448)
|
19,968 |
$875k |
|
|
Occidental Petroleum Corp (674599105)
|
17,374 |
$874k |
|
|
MASTERCARD INC (57636Q104)
|
3,286 |
$869k |
|
|
MSCI INC (55354G100)
|
3,570 |
$852k |
|
|
Marathon Petroleum Corp (56585A102)
|
14,961 |
$836k |
|
|
HOME DEPOT INC (437076102)
|
3,966 |
$825k |
|
|
FORD MOTOR CO (345370860)
|
79,495 |
$813k |
|
|
MCDONALDS CORP (580135101)
|
3,895 |
$809k |
|
|
DISNEY WALT CO (254687106)
|
5,773 |
$806k |
|
|
DUKE ENERGY CORP (26441C204)
|
9,021 |
$796k |
|
|
NIKE INC (654106103)
|
9,255 |
$777k |
|
|
MEDTRONIC PLC (G5960L103)
|
7,943 |
$774k |
|
|
ANSYS Inc (03662Q105)
|
3,775 |
$773k |
|
|
PEPSICO INC (713448108)
|
5,794 |
$760k |
|
|
FISERV INC (337738108)
|
8,210 |
$748k |
|
|
BROADCOM INC (11135F101)
|
2,591 |
$746k |
|
|
TARGET CORPORATION (87612E106)
|
8,575 |
$743k |
|
|
WELLS FARGO CO NEW (949746101)
|
15,663 |
$741k |
|
|
salesforce.com Inc (79466L302)
|
4,846 |
$735k |
|
|
Illumina Inc (452327109)
|
1,950 |
$718k |
|
|
TJX COMPANIES INC (872540109)
|
13,520 |
$715k |
|
|
ONEOK Inc (682680103)
|
10,095 |
$695k |
|
|
Dow Inc (260557103)
|
13,874 |
$684k |
|
|
ABC (03073E105)
|
7,930 |
$676k |
|
|
DISCOVERY INC (25470F302)
|
23,740 |
$675k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,641 |
$673k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
11,369 |
$672k |
|
|
WYNN RESORTS LTD (983134107)
|
5,350 |
$663k |
|
|
ZIONS BANCORPORATION N.A. (989701107)
|
13,840 |
$636k |
|
|
Ryder System Inc W/rts (783549108)
|
10,795 |
$629k |
|
|
NEXTERA ENERGY INC (65339F101)
|
3,020 |
$619k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
13,140 |
$619k |
|
|
CELGENE CORP (151020104)
|
6,604 |
$610k |
|
|
Archer-Daniels-Midland Co (039483102)
|
14,775 |
$603k |
|
|
LOWES CO (548661107)
|
5,946 |
$600k |
|
|
CHUBB LIMITED (H1467J104)
|
4,062 |
$598k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,215 |
$596k |
|
|
GENERAL DYNAMICS (369550108)
|
3,275 |
$595k |
|
|
KROGER CO (501044101)
|
27,065 |
$588k |
|
|
C H Robinson Worldwide (12541W209)
|
6,880 |
$580k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
10,205 |
$558k |
|
|
COCA-COLA CO (191216100)
|
10,788 |
$549k |
|
|
BOYD GAMING CORP (103304101)
|
20,358 |
$548k |
|
|
PNC FINL SVCS GRP (693475105)
|
3,805 |
$522k |
|
|
3M CO (88579Y101)
|
3,007 |
$521k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
7,155 |
$513k |
|
|
FIDELITY NATL INFO (31620M106)
|
4,026 |
$494k |
|
|
VISA INC COM CL A (92826C839)
|
2,797 |
$485k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
2,884 |
$471k |
|
|
NORDSTROM INC (655664100)
|
14,720 |
$469k |
|
|
MONDELEZ INTL INC (609207105)
|
8,650 |
$466k |
|
|
RAYTHEON (755111507)
|
2,675 |
$465k |
|
|
ALTRIA GROUP INC (02209S103)
|
9,785 |
$463k |
|
|
ABBVIE INC (00287Y109)
|
6,234 |
$453k |
|
|
Packaging Corp of America (695156109)
|
4,715 |
$449k |
|
|
HONEYWELL INTL INC (438516106)
|
2,518 |
$440k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,190 |
$440k |
|
|
UNION PAC CORP (907818108)
|
2,515 |
$425k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
3,826 |
$424k |
|
|
ANTHEM INC (036752103)
|
1,500 |
$423k |
|
|
Teladoc Health Inc (87918A105)
|
6,345 |
$421k |
|
|
TRAVELERS CO(THE) (89417E109)
|
2,772 |
$414k |
|
|
Caterpillar Inc (149123101)
|
2,994 |
$408k |
|
|
LILLY ELI & CO (532457108)
|
3,662 |
$406k |
|
|
CME GROUP INC (12572Q105)
|
2,037 |
$395k |
|
|
Bristol-Myers Squibb Co (110122108)
|
8,610 |
$390k |
|
|
STANLEY BLACK&DECKR (854502101)
|
2,656 |
$384k |
|
|
BECTON DICKINSON (075887109)
|
1,521 |
$383k |
|
|
DISCOVER FINL SVCS (254709108)
|
4,885 |
$379k |
|
|
MARSH & MCLENNAN COS (571748102)
|
3,729 |
$372k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
2,891 |
$366k |
|
|
Deere & Co (244199105)
|
2,210 |
$366k |
|
|
INSPERITY INC COM (45778Q107)
|
2,943 |
$359k |
|
|
HCA HEALTHCARE (40412C101)
|
2,618 |
$354k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
4,246 |
$354k |
|
|
BIOGEN INC (09062X103)
|
1,509 |
$353k |
|
|
IDACORP INC (451107106)
|
3,502 |
$352k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
8,451 |
$352k |
|
|
AMPHENOL CORPORATION (032095101)
|
3,600 |
$345k |
|
|
ALLERGAN PLC (G0177J108)
|
2,035 |
$341k |
|
|
Linde PLC (G5494J103)
|
1,691 |
$340k |
|
|
NORTHROP GRUMMAN CO (666807102)
|
1,050 |
$339k |
|
|
METLIFE INC (59156R108)
|
6,786 |
$337k |
|
|
WESTERN ALLIANCE BANCORP (957638109)
|
7,212 |
$323k |
|
|
IAC INTERACTIVECORP (44919P508)
|
1,454 |
$316k |
|
|
SOUTHWEST GAS CORP (844895102)
|
3,500 |
$314k |
|
|
MGM RESORTS INTERNATIONAL (552953101)
|
10,500 |
$300k |
|
|
ISHARES (464287556)
|
2,700 |
$295k |
|
|
EXPEDIA GROUP INC (30212P303)
|
2,221 |
$295k |
|
|
ABBOTT LABS (002824100)
|
3,500 |
$294k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
29,600 |
$292k |
|
|
EXELON CORP (30161N101)
|
6,063 |
$291k |
|
|
CARNIVAL CORP (143658300)
|
6,145 |
$286k |
|
|
Facebook Inc (30303M102)
|
1,439 |
$278k |
|
|
CITIGROUP INC (172967424)
|
3,943 |
$276k |
|
|
BlackRock, Inc. (09247X101)
|
565 |
$265k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
1,705 |
$255k |
|
|
CRISPR Therapeutics AG (H17182108)
|
5,000 |
$236k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
2,071 |
$231k |
|
|
BEST BUY INC (086516101)
|
3,316 |
$231k |
|
|
Valero Energy Corp (91913Y100)
|
2,650 |
$227k |
|
|
VANGUARD GROUP (921908844)
|
1,889 |
$218k |
|
|
GOLDEN ENTERTAINMENT INC (381013101)
|
15,175 |
$212k |
|
|
ABIOMED INC (003654100)
|
800 |
$208k |
|
|
AABA (021346101)
|
3,000 |
$208k |
|
|
TOTAL SA (89151E109)
|
3,710 |
$207k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
4,864 |
$207k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,000 |
$205k |
|
|
Intercontinental Exchange Inc (45866F104)
|
2,345 |
$202k |
|
|
GENERAL ELECTRIC CO (369604103)
|
16,455 |
$173k |
|
|
CLEVELAND CLIFFS INC (185899101)
|
15,000 |
$160k |
|
|
ENCANA CORP (292505104)
|
18,439 |
$95k |
|
|
NOKIA CORP (654902204)
|
17,879 |
$90k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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