Buckley Wealth Management, LLC Portfolio Holdings by Sector

Buckley Wealth Management, LLC

$315 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$35,311 11.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$32,622 10.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ MRK ABBV PFE LLY 6 stocks	$32,189 10.21% of portfolio	3	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$27,719 8.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$20,844 6.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C WFC 4 stocks	$18,714 5.93% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14,720 4.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$14,693 4.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST TGT 2 stocks	$10,434 3.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$9,148 2.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA NEE WEC 3 stocks	$8,649 2.74% of portfolio	2	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$8,245 2.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN INTC 4 stocks	$7,175 2.28% of portfolio	2	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$6,205 1.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA SYF PYPL AXP 5 stocks	$5,302 1.68% of portfolio	4	1	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP WMB OKE 3 stocks	$4,371 1.39% of portfolio	-	3	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$4,218 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$4,088 1.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T TMUS 2 stocks	$4,056 1.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$3,494 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH ABC MCK 3 stocks	$3,399 1.08% of portfolio	2	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$3,030 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN PH 3 stocks	$2,846 0.9% of portfolio	2	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$2,777 0.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2,426 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO MPC 2 stocks	$2,319 0.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT GD 2 stocks	$1,969 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR STC 2 stocks	$1,825 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS GS 2 stocks	$1,819 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1,621 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$1,388 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$1,372 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1,362 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT BSX 2 stocks	$1,309 0.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$1,267 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$1,109 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY 1 stocks	$1,043 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1,031 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$885 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$875 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$862 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$854 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$804 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$743 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$716 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services CRBG 1 stocks	$688 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$613 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR 1 stocks	$598 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$579 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities SWX 1 stocks	$409 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical BYD 1 stocks	$394 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Reinsurance \| Financial Services RNR 1 stocks	$215 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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Buckley Wealth Management, LLC Portfolio Holdings by Sector

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