Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKLEY WEALTH MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 101 | 315,519,241 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $35,562,976 | 168,849 | 0.01 | 0.01 | 213 | 0.13 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $32,028,884 | 71,661 | 0.01 | 0.01 | -2,325 | -3.14 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 3 | $17,779,636 | 113,666 | 0.01 | 0.01 | -376 | -0.33 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $16,831,757 | 41,376 | 0.01 | 0.01 | -316 | -0.76 | 06-30-2024 |
