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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$39.9 Million 11.2% of portfolio
156,522
Q3 2025 Reduced 0.64%
$3.78T
$35.3 Million 9.93% of portfolio
68,192
Q3 2025 Reduced 1.58%
$1.65T
$21.5 Million 6.04% of portfolio
88,456
Q3 2025 Added 3.2%
$662B
$21 Million 5.9% of portfolio
41,767
Q3 2025 Added 6.21%
$303B
$18.6 Million 5.22% of portfolio
119,655
Q3 2025 Reduced 0.8%
$881B
$18.4 Million 5.18% of portfolio
58,447
Q3 2025 Reduced 0.85%
$2.39T
$16.5 Million 4.65% of portfolio
75,374
Q3 2025 Reduced 0.46%
$490B
$12.4 Million 3.48% of portfolio
109,718
Q3 2025 Added 1.35%
$404B
$12 Million 3.38% of portfolio
13,006
Q3 2025 Added 31.51%
$522B
$11 Million 3.1% of portfolio
59,588
Q3 2025 Reduced 1.92%
$346B
$9 Million 2.53% of portfolio
58,549
Q3 2025 Added 2.75%
$319B
$8.89 Million 2.5% of portfolio
129,885
Q3 2025 Reduced 1.35%
$465B
$5.22 Million 1.47% of portfolio
27,997
Q3 2025 Reduced 2.05%
$235B
$4.66 Million 1.31% of portfolio
55,493
Q3 2025 Reduced 3.24%
$291B
$4.37 Million 1.23% of portfolio
9,150
Q3 2025 Reduced 0.44%
$367B
$4.2 Million 1.18% of portfolio
10,371
Q3 2025 Reduced 0.58%
$413B
$2.41 Million 0.68% of portfolio
46,779
Q3 2025 Reduced 1.03%
$1.74T
$1.8 Million 0.51% of portfolio
7,404
Q3 2025 Added 0.12%
$593B
$1.75 Million 0.49% of portfolio
6,216
Q3 2025 Reduced 1.29%
$533B
$1.57 Million 0.44% of portfolio
4,585
Q3 2025 Reduced 2.11%
$1.29T
$1.48 Million 0.42% of portfolio
3,329
Q1 2025 Added 0.6%
$512B
$1.41 Million 0.4% of portfolio
2,484
Q3 2025 Reduced 1.82%
$270B
$1.38 Million 0.39% of portfolio
8,703
Q3 2025 Reduced 2.63%
$224B
$1.33 Million 0.37% of portfolio
4,370
Q3 2025 Added 0.67%
$328B
$1.32 Million 0.37% of portfolio
4,402
Q3 2025 Reduced 26.2%
$300B
$1.06 Million 0.3% of portfolio
3,081
Q3 2025 Reduced 7.97%
$269B
$978,000 0.27% of portfolio
4,087
Q3 2025 Reduced 10.65%
$265B
$878,000 0.25% of portfolio
1,103
Q2 2025 Reduced 8.08%
$237B
$878,000 0.25% of portfolio
5,416
Q3 2025 Reduced 0.5%
$204B
$677,000 0.19% of portfolio
4,826
Q3 2025 Reduced 4.89%
$971B
$580,000 0.16% of portfolio
761
Q3 2025 Reduced 6.28%
$1.37T
$306,000 0.09% of portfolio
418
Q2 2025 Added 0.97%
$255B
$337,000 0.09% of portfolio
1,017
Q3 2025 Added 0.39%
$388B
$291,000 0.08% of portfolio
1,800
Q3 2025 Reduced 7.69%
$306B
$234,000 0.07% of portfolio
3,540
Q1 2025 Added 2.91%
$317B
$209,000 0.06% of portfolio
2,500
Q2 2025 Reduced 16.67%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $356 Million
  • Prior Value $327 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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