Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKLEY WEALTH MANAGEMENT LLC | 01-18-2024 | 12-31-2023 | 101 | 288,054,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $32,467,489 | 168,636 | 0.01 | 0.01 | -534 | -0.32 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $27,821,695 | 73,986 | 0.01 | 0.01 | -533 | -0.72 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 3 | $17,010,505 | 114,042 | 0.01 | 0.01 | 4,685 | 4.28 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $14,869,869 | 41,692 | 0.01 | 0.01 | -150 | -0.36 | 12-31-2023 |
