Buckley Wealth Management, LLC Portfolio Holdings
Buckley Wealth Management, LLC
- $315 Million
- Q1 2025
Buckley Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $315 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.3M, Microsoft Corp with a value of $26.9M, Berkshire Hathaway Inc Class B with a value of $20.8M, Chevron Corp with a value of $19.5M, and Jpmorgan Chase & CO with a value of $15M.
Examining the 13F form we can see an decrease of $4.84M in the current position value, from $320M to 315M.
Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$315 Million
Technology: $79.2 Million
Financial Services: $51.1 Million
Healthcare: $39.7 Million
Energy: $39.3 Million
Consumer Cyclical: $27 Million
Consumer Defensive: $24.5 Million
Communication Services: $18.7 Million
Industrials: $17.3 Million
Other: $18.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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