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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$34.5 Million 10.55% of portfolio
69,284
Q2 2025 Reduced 3.2%
$4.09T
$32.3 Million 9.89% of portfolio
157,529
Q2 2025 Reduced 0.91%
$654B
$19.1 Million 5.85% of portfolio
39,326
Q2 2025 Added 0.48%
$304B
$17.3 Million 5.29% of portfolio
120,625
Q2 2025 Added 3.25%
$925B
$17.1 Million 5.23% of portfolio
58,950
Q2 2025 Reduced 3.39%
$2.24T
$16.6 Million 5.08% of portfolio
75,724
Q2 2025 Reduced 2.12%
$1.45T
$15.1 Million 4.62% of portfolio
85,717
Q2 2025 Reduced 0.34%
$470B
$11.7 Million 3.57% of portfolio
108,258
Q2 2025 Reduced 1.56%
$410B
$9.79 Million 3.0% of portfolio
9,890
Q2 2025 Reduced 1.74%
$485B
$9.28 Million 2.84% of portfolio
60,757
Q2 2025 Added 1.35%
$281B
$9.14 Million 2.8% of portfolio
131,668
Q2 2025 Reduced 1.46%
$364B
$9.08 Million 2.78% of portfolio
56,984
Q2 2025 Added 6.15%
$213B
$4.54 Million 1.39% of portfolio
57,350
Q2 2025 Reduced 3.86%
$465B
$4.52 Million 1.38% of portfolio
28,583
Q2 2025 Added 1.65%
$415B
$3.82 Million 1.17% of portfolio
10,432
Q2 2025 Reduced 0.11%
$252B
$3.57 Million 1.09% of portfolio
9,190
Q4 2024 Reduced 1.68%
$201B
$2.92 Million 0.89% of portfolio
101,000
Q1 2025 Reduced 14.7%
$414B
$2.24 Million 0.68% of portfolio
47,265
Q2 2025 Added 0.14%
$558B
$1.66 Million 0.51% of portfolio
4,684
Q2 2025 Reduced 0.38%
$329B
$1.54 Million 0.47% of portfolio
5,965
Q2 2025 Reduced 2.05%
$543B
$1.42 Million 0.43% of portfolio
2,530
Q2 2025 Reduced 0.59%
$758B
$1.38 Million 0.42% of portfolio
6,297
Q2 2025 Added 3.45%
$1.48T
$1.31 Million 0.4% of portfolio
7,395
Q1 2025 Reduced 6.66%
$269B
$1.26 Million 0.39% of portfolio
8,938
Q2 2025 Reduced 10.49%
$224B
$1.27 Million 0.39% of portfolio
4,341
Q2 2025 Reduced 0.46%
$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%
$251B
$991,000 0.3% of portfolio
5,443
Q2 2025 Reduced 1.32%
$272B
$780,000 0.24% of portfolio
1,103
Q2 2025 Reduced 8.08%
$725B
$632,000 0.19% of portfolio
812
Q2 2025 Added 34.66%
$248B
$323,000 0.1% of portfolio
1,013
Q1 2025 Reduced 6.55%
$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
$385B
$239,000 0.07% of portfolio
299
Q2 2025 New
$318B
$200,000 0.06% of portfolio
2,500
Q2 2025 Reduced 16.67%

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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