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

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%
$158B
$8.72 Million 2.72% of portfolio
33,468
Q4 2024 Added 33.15%
$219B
$5.98 Million 1.87% of portfolio
60,150
Q4 2024 Reduced 2.48%
$27.1B
$4.2 Million 1.31% of portfolio
104,561
Q4 2024 Added 40.32%
$424B
$4.09 Million 1.28% of portfolio
10,503
Q4 2024 Reduced 1.08%
$82.7B
$3.79 Million 1.18% of portfolio
29,327
Q4 2024 Reduced 0.21%
$38.2B
$3.47 Million 1.08% of portfolio
45,520
Q4 2024 Reduced 1.02%
$192B
$3.33 Million 1.04% of portfolio
9,190
Q4 2024 Reduced 1.68%
$95.2B
$2.95 Million 0.92% of portfolio
12,738
Q4 2024 Reduced 0.08%
$337B
$2.91 Million 0.91% of portfolio
16,382
Q4 2024 Reduced 0.73%
$145B
$2.79 Million 0.87% of portfolio
105,075
Q4 2024 Reduced 15.76%
$137B
$2.77 Million 0.86% of portfolio
38,588
Q4 2024 Added 0.29%
$177B
$2.7 Million 0.84% of portfolio
118,400
Q4 2024 Reduced 1.66%
$159B
$2.47 Million 0.77% of portfolio
10,023
Q4 2024 Added 0.34%
$145B
$2.39 Million 0.75% of portfolio
19,811
Q4 2024 Added 1.35%
$333B
$2.38 Million 0.74% of portfolio
17,700
Q4 2024 Added 0.57%
$375B
$2.1 Million 0.65% of portfolio
47,716
Q4 2024 Added 0.04%
$76.7B
$2 Million 0.62% of portfolio
14,325
Q4 2024 Added 0.53%
$81.2B
$1.78 Million 0.56% of portfolio
88,949
Q4 2024 Reduced 30.75%
$117B
$1.77 Million 0.55% of portfolio
3,650
Q4 2024 Reduced 0.54%
$499B
$1.69 Million 0.53% of portfolio
3,334
Q4 2024 Added 1.77%
$156B
$1.56 Million 0.49% of portfolio
22,152
Q4 2024 Added 0.39%
$68.4B
$1.53 Million 0.48% of portfolio
28,285
Q4 2024 Reduced 6.12%
$1.15T
$1.51 Million 0.47% of portfolio
7,923
Q3 2024 Reduced 2.46%
$83.5B
$1.49 Million 0.47% of portfolio
4,039
Q4 2024 Added 2.38%
$7.92B
$1.5 Million 0.47% of portfolio
9,570
Q4 2024 Reduced 0.93%
$574B
$1.48 Million 0.46% of portfolio
4,684
Q4 2024 Reduced 23.65%
$46.7B
$1.45 Million 0.45% of portfolio
8,135
Q4 2024 Reduced 18.04%
$44.1B
$1.42 Million 0.44% of portfolio
14,100
Q4 2024 Reduced 2.66%
$46.7B
$1.37 Million 0.43% of portfolio
22,400
Q4 2024 Added 0.11%
$35.6B
$1.39 Million 0.43% of portfolio
18,188
Q4 2024 Added 0.83%
$177B
$1.37 Million 0.43% of portfolio
7,039
Q4 2024 Added 0.36%
$33.3B
$1.34 Million 0.42% of portfolio
11,317
Q4 2024 Reduced 0.66%
$1.11T
$1.34 Million 0.42% of portfolio
3,309
Q4 2024 Reduced 7.02%
$146B
$1.32 Million 0.41% of portfolio
5,525
Q4 2024 Reduced 0.9%
$127B
$1.32 Million 0.41% of portfolio
3,985
Q4 2024 Reduced 0.87%
$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%

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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