Buckley Wealth Management, LLC Portfolio Holdings
Buckley Wealth Management, LLC
- $320 Million
- Q4 2024
Buckley Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $320 Million distributed in 101 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 $29.7M, Berkshire Hathaway Inc Class B with a value of $18.1M, Chevron Corp with a value of $17.1M, and Amazon Com Inc with a value of $16.8M.
Examining the 13F form we can see an increase of $996K in the current position value, from $319M to 320M.
Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$320 Million
Technology: $90.3 Million
Financial Services: $46.1 Million
Healthcare: $36.4 Million
Energy: $36.3 Million
Consumer Cyclical: $30 Million
Consumer Defensive: $24.7 Million
Communication Services: $21.9 Million
Industrials: $17.2 Million
Other: $17.1 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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