Buckley Wealth Management, LLC Portfolio Holdings
Buckley Wealth Management, LLC
- $356 Million
- Q3 2025
Buckley Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $356 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.9M, Microsoft Corp with a value of $35.3M, Alphabet Inc. with a value of $21.5M, Berkshire Hathaway Inc Class B with a value of $21M, and Chevron Corp with a value of $18.6M.
Examining the 13F form we can see an increase of $29.1M in the current position value, from $327M to 356M.
Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
Technology: $96.5 Million
Financial Services: $56.2 Million
Energy: $37.8 Million
Healthcare: $37.4 Million
Consumer Cyclical: $29.3 Million
Communication Services: $27.4 Million
Consumer Defensive: $27 Million
Industrials: $23.5 Million
Other: $20.7 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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