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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$39.9 Million 12.47% of portfolio
159,432
Q4 2024 Reduced 2.65%
$3.07T
$29.7 Million 9.28% of portfolio
70,474
Q4 2024 Reduced 0.64%
$614B
$18.1 Million 5.64% of portfolio
39,863
Q4 2024 Reduced 1.73%
$305B
$17.1 Million 5.33% of portfolio
117,910
Q4 2024 Added 1.06%
$2.38T
$16.8 Million 5.26% of portfolio
76,748
Q4 2024 Reduced 1.47%
$1.11T
$16.1 Million 5.03% of portfolio
85,073
Q4 2024 Reduced 1.79%
$795B
$15.1 Million 4.73% of portfolio
63,187
Q4 2024 Reduced 1.01%
$462B
$11.8 Million 3.7% of portfolio
110,156
Q4 2024 Added 4.93%
$470B
$9.26 Million 2.89% of portfolio
10,111
Q4 2024 Reduced 1.85%
$397B
$9.07 Million 2.83% of portfolio
54,084
Q4 2024 Reduced 0.68%
$403B
$8.86 Million 2.77% of portfolio
61,241
Q4 2024 Added 5.1%
$258B
$8.72 Million 2.72% of portfolio
147,237
Q4 2024 Reduced 2.52%
$219B
$5.98 Million 1.87% of portfolio
60,150
Q4 2024 Reduced 2.48%
$424B
$4.09 Million 1.28% of portfolio
10,503
Q4 2024 Reduced 1.08%
$337B
$2.91 Million 0.91% of portfolio
16,382
Q4 2024 Reduced 0.73%
$333B
$2.38 Million 0.74% of portfolio
17,700
Q4 2024 Added 0.57%
$499B
$1.69 Million 0.53% of portfolio
3,334
Q4 2024 Added 1.77%
$1.15T
$1.51 Million 0.47% of portfolio
7,923
Q3 2024 Reduced 2.46%
$574B
$1.48 Million 0.46% of portfolio
4,684
Q4 2024 Reduced 23.65%
$1.11T
$1.34 Million 0.42% of portfolio
3,309
Q4 2024 Reduced 7.02%
$539B
$1.33 Million 0.41% of portfolio
2,520
Q4 2024 Added 0.2%
$482B
$1.26 Million 0.39% of portfolio
7,565
Q4 2024 Added 2.65%
$227B
$1.25 Million 0.39% of portfolio
4,326
Q4 2024 Reduced 0.69%
$233B
$1.23 Million 0.38% of portfolio
9,785
Q4 2024 Added 0.99%
$318B
$1.2 Million 0.37% of portfolio
5,430
Q4 2024 Added 1.15%
$224B
$941,000 0.29% of portfolio
5,645
Q4 2024 Reduced 5.84%
$244B
$840,000 0.26% of portfolio
2,388
Q4 2024 Added 2.31%
$222B
$687,000 0.21% of portfolio
1,200
Q2 2024 Reduced 7.69%
$227B
$631,000 0.2% of portfolio
5,250
Q4 2024 Added 3.78%
$826B
$421,000 0.13% of portfolio
546
Q4 2024 Added 3.61%
$232B
$321,000 0.1% of portfolio
1,084
Q4 2024 Reduced 1.19%
$1.61T
$244,000 0.08% of portfolio
414
Q1 2024 New
$300B
$210,000 0.07% of portfolio
3,000
Q4 2024 New
$279B
$214,000 0.07% of portfolio
3,440
Q3 2024 Reduced 24.35%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $320 Million
  • Prior Value $319 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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