Buckley Wealth Management, LLC Portfolio Holdings

Buckley Wealth Management, LLC

  • $327 Million
  • Q2 2025

Buckley Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $327 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $34.5M, Apple Inc. with a value of $32.3M, Berkshire Hathaway Inc Class B with a value of $19.1M, Chevron Corp with a value of $17.3M, and Jpmorgan Chase & CO with a value of $17.1M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $315M to 327M.

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

Portfolio value $327 Million
Technology: $88.4 Million
Financial Services: $52.9 Million
Healthcare: $36.1 Million
Energy: $35.3 Million
Consumer Cyclical: $29.1 Million
Consumer Defensive: $24.7 Million
Communication Services: $20.7 Million
Industrials: $20.6 Million
Other: $18.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.6B
$1.14 Million 0.35% of portfolio
14,020
Q1 2025 Reduced 0.57%
$96.1B
$1.13 Million 0.35% of portfolio
6,800
Q2 2025 Reduced 6.85%
$77.6B
$1.1 Million 0.34% of portfolio
14,840
Q1 2025 New
$298B
$1.09 Million 0.33% of portfolio
4,574
Q2 2025 Added 1.62%
$1.4T
$1.06 Million 0.32% of portfolio
3,329
Q1 2025 Added 0.6%
$323B
$1.04 Million 0.32% of portfolio
3,348
Q2 2025 Reduced 0.92%
$61.4B
$1.03 Million 0.32% of portfolio
4,550
Q1 2025 Added 1.56%
$38.4B
$996,000 0.3% of portfolio
5,380
Q2 2025 Reduced 1.28%
$108B
$978,000 0.3% of portfolio
3,033
Q2 2025 Reduced 0.3%
$251B
$991,000 0.3% of portfolio
5,443
Q2 2025 Reduced 1.32%
$90.6B
$957,000 0.29% of portfolio
4,184
Q2 2025 Added 35.1%
$17B
$951,000 0.29% of portfolio
14,180
Q1 2025 Added 1.61%
$97.1B
$902,000 0.28% of portfolio
3,274
Q2 2025 Reduced 1.86%
$77.5B
$901,000 0.28% of portfolio
2,318
Q1 2025 Added 4.18%
$127B
$867,000 0.27% of portfolio
9,954
Q2 2025 Reduced 2.1%
$111B
$893,000 0.27% of portfolio
1,220
Q2 2025 Reduced 0.97%
$145B
$779,000 0.24% of portfolio
3,388
Q2 2025 Reduced 0.5%
$20.7B
$783,000 0.24% of portfolio
22,076
Q2 2025 Added 1.2%
$155B
$790,000 0.24% of portfolio
2,645
Q2 2025 Added 10.95%
$272B
$780,000 0.24% of portfolio
1,103
Q2 2025 Reduced 8.08%
$97.4B
$764,000 0.23% of portfolio
1,094
Q2 2025 Added 14.68%
$100B
$760,000 0.23% of portfolio
3,479
Q2 2025 Reduced 0.63%
$36.1B
$710,000 0.22% of portfolio
6,823
Q2 2025 Reduced 0.73%
$193B
$669,000 0.2% of portfolio
5,074
Q2 2025 Reduced 2.33%
$725B
$632,000 0.19% of portfolio
812
Q2 2025 Added 34.66%
$5.75B
$572,000 0.18% of portfolio
7,210
Q2 2025 New
$18.9B
$576,000 0.18% of portfolio
3,908
Q2 2025 Reduced 3.08%
$37.5B
$558,000 0.17% of portfolio
9,686
Q2 2025 Reduced 3.06%
$4.01B
$494,000 0.15% of portfolio
8,821
Q2 2025 New
$9.24B
$469,000 0.14% of portfolio
6,000
Q3 2024 Reduced 2.44%
$142B
$444,000 0.14% of portfolio
1,910
Q2 2025 New
$140B
$413,000 0.13% of portfolio
3,847
Q2 2025 Reduced 2.09%
$5.25B
$424,000 0.13% of portfolio
5,700
Q3 2024 Reduced 5.0%
$138B
$403,000 0.12% of portfolio
18,000
Q2 2025 Reduced 49.79%
$2.6B
$390,000 0.12% of portfolio
3,408
Q2 2025 New
$248B
$323,000 0.1% of portfolio
1,013
Q1 2025 Reduced 6.55%
$93.6B
$291,000 0.09% of portfolio
1,000
Q4 2023 New
$1.65T
$308,000 0.09% of portfolio
418
Q2 2025 Added 0.97%
$287B
$250,000 0.08% of portfolio
3,540
Q1 2025 Added 2.91%
$261B
$276,000 0.08% of portfolio
1,950
Q2 2025 New
$11.1B
$218,000 0.07% of portfolio
898
Q1 2025 Reduced 2.81%
$385B
$239,000 0.07% of portfolio
299
Q2 2025 New
$129B
$226,000 0.07% of portfolio
1,080
Q2 2025 New
$77.6B
$234,000 0.07% of portfolio
1,757
Q2 2025 New
$2B
$227,000 0.07% of portfolio
3,500
Q3 2024 Reduced 45.85%
$9.44B
$201,000 0.06% of portfolio
2,582
Q2 2025 New
$318B
$200,000 0.06% of portfolio
2,500
Q2 2025 Reduced 16.67%
$3.57B
$210,000 0.06% of portfolio
4,050
Q2 2025 New
$0
$160,000 0.05% of portfolio
10,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $327 Million
  • Prior Value $315 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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