Buckley Wealth Management, LLC Portfolio Holdings

Buckley Wealth Management, LLC

  • $315 Million
  • Q1 2025

Buckley Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $315 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.3M, Microsoft Corp with a value of $26.9M, Berkshire Hathaway Inc Class B with a value of $20.8M, Chevron Corp with a value of $19.5M, and Jpmorgan Chase & CO with a value of $15M.

Examining the 13F form we can see an decrease of $4.84M in the current position value, from $320M to 315M.

Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
Technology: $79.2 Million
Financial Services: $51.1 Million
Healthcare: $39.7 Million
Energy: $39.3 Million
Consumer Cyclical: $27 Million
Consumer Defensive: $24.5 Million
Communication Services: $18.7 Million
Industrials: $17.3 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$35.3 Million 11.2% of portfolio
158,969
Q1 2025 Reduced 0.29%
$3.39T
$26.9 Million 8.52% of portfolio
71,576
Q1 2025 Added 1.56%
$694B
$20.8 Million 6.61% of portfolio
39,138
Q1 2025 Reduced 1.82%
$278B
$19.5 Million 6.2% of portfolio
116,825
Q1 2025 Reduced 0.92%
$785B
$15 Million 4.75% of portfolio
61,021
Q1 2025 Reduced 3.43%
$2.09T
$14.7 Million 4.67% of portfolio
77,368
Q1 2025 Added 0.81%
$993B
$13.3 Million 4.22% of portfolio
86,012
Q1 2025 Added 1.1%
$451B
$13.1 Million 4.15% of portfolio
109,974
Q1 2025 Reduced 0.17%
$146B
$10.3 Million 3.25% of portfolio
32,918
Q1 2025 Reduced 1.64%
$396B
$9.94 Million 3.15% of portfolio
59,950
Q1 2025 Reduced 2.11%
$454B
$9.52 Million 3.02% of portfolio
10,065
Q1 2025 Reduced 0.45%
$387B
$9.15 Million 2.9% of portfolio
53,684
Q1 2025 Reduced 0.74%
$261B
$8.25 Million 2.61% of portfolio
133,619
Q1 2025 Reduced 9.25%
$193B
$5.35 Million 1.7% of portfolio
59,650
Q1 2025 Reduced 0.83%
$84.6B
$4.22 Million 1.34% of portfolio
28,727
Q1 2025 Reduced 2.05%
$21.2B
$4.09 Million 1.3% of portfolio
117,071
Q1 2025 Added 11.96%
$390B
$3.83 Million 1.21% of portfolio
10,443
Q1 2025 Reduced 0.57%
$147B
$3.82 Million 1.21% of portfolio
53,915
Q1 2025 Added 39.72%
$34.7B
$3.49 Million 1.11% of portfolio
46,792
Q1 2025 Added 2.79%
$325B
$3.44 Million 1.09% of portfolio
16,415
Q1 2025 Added 0.2%
$337B
$3.05 Million 0.97% of portfolio
28,118
Q1 2025 Added 58.86%
$187B
$3.03 Million 0.96% of portfolio
9,190
Q4 2024 Reduced 1.68%
$198B
$2.86 Million 0.91% of portfolio
101,000
Q1 2025 Reduced 14.7%
$128B
$2.7 Million 0.86% of portfolio
106,609
Q1 2025 Added 1.46%
$155B
$2.43 Million 0.77% of portfolio
19,924
Q1 2025 Added 0.57%
$145B
$2.38 Million 0.75% of portfolio
10,196
Q1 2025 Added 1.73%
$359B
$1.97 Million 0.62% of portfolio
47,198
Q1 2025 Reduced 1.09%
$92.6B
$1.93 Million 0.61% of portfolio
11,517
Q1 2025 Reduced 9.59%
$273B
$1.77 Million 0.56% of portfolio
3,379
Q1 2025 Added 1.35%
$123B
$1.7 Million 0.54% of portfolio
3,800
Q1 2025 Added 4.11%
$597B
$1.65 Million 0.52% of portfolio
4,702
Q1 2025 Added 0.38%
$49.3B
$1.62 Million 0.51% of portfolio
23,957
Q1 2025 Added 6.95%
$147B
$1.56 Million 0.5% of portfolio
22,017
Q1 2025 Reduced 0.61%
$167B
$1.58 Million 0.5% of portfolio
5,570
Q1 2025 Added 0.81%
$40.4B
$1.56 Million 0.5% of portfolio
11,332
Q1 2025 Added 0.13%
$37.5B
$1.53 Million 0.49% of portfolio
7,650
Q1 2025 Reduced 5.96%
$71.6B
$1.45 Million 0.46% of portfolio
24,220
Q1 2025 Reduced 14.37%
$177B
$1.39 Million 0.44% of portfolio
7,124
Q1 2025 Added 1.21%
$38.3B
$1.39 Million 0.44% of portfolio
14,020
Q1 2025 Reduced 0.57%
$36.7B
$1.37 Million 0.44% of portfolio
18,289
Q1 2025 Added 0.56%
$556B
$1.39 Million 0.44% of portfolio
2,545
Q1 2025 Added 0.99%
$99.4B
$1.39 Million 0.44% of portfolio
4,122
Q1 2025 Added 2.05%
$234B
$1.36 Million 0.43% of portfolio
4,361
Q1 2025 Added 0.81%
$7.96B
$1.27 Million 0.4% of portfolio
8,815
Q1 2025 Reduced 7.89%
$52.3B
$1.26 Million 0.4% of portfolio
9,515
Q1 2025 Added 14.98%
$253B
$1.22 Million 0.39% of portfolio
6,090
Q1 2025 Added 7.88%
$302B
$1.2 Million 0.38% of portfolio
4,501
Q1 2025 Reduced 17.11%
$224B
$1.16 Million 0.37% of portfolio
9,985
Q1 2025 Added 2.04%
$1.02T
$1.16 Million 0.37% of portfolio
7,395
Q1 2025 Reduced 6.66%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $315 Million
  • Prior Value $320 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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