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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$1.11 Million 0.35% of portfolio
4,550
Q1 2025 Added 1.56%
$81.8B
$1.06 Million 0.34% of portfolio
7,300
Q1 2025 Reduced 49.04%
$131B
$1.05 Million 0.33% of portfolio
3,860
Q1 2025 Reduced 3.14%
$16.6B
$1.04 Million 0.33% of portfolio
14,180
Q1 2025 Added 1.61%
$27.4B
$1.02 Million 0.32% of portfolio
19,295
Q1 2025 New
$38.4B
$1.01 Million 0.32% of portfolio
5,450
Q1 2025 Added 1.21%
$96.8B
$1.01 Million 0.32% of portfolio
2,318
Q1 2025 Added 4.18%
$83.5B
$968,000 0.31% of portfolio
14,840
Q1 2025 New
$115B
$913,000 0.29% of portfolio
10,167
Q1 2025 Added 2.23%
$45.4B
$915,000 0.29% of portfolio
8,770
Q1 2025 Added 15.47%
$264B
$875,000 0.28% of portfolio
5,516
Q1 2025 Added 5.07%
$99.3B
$885,000 0.28% of portfolio
3,336
Q1 2025 Added 1.71%
$1.11T
$862,000 0.27% of portfolio
3,329
Q1 2025 Added 0.6%
$115B
$854,000 0.27% of portfolio
3,501
Q1 2025 Added 0.37%
$433B
$851,000 0.27% of portfolio
6,087
Q1 2025 Reduced 19.54%
$88.9B
$814,000 0.26% of portfolio
35,850
Q1 2025 Reduced 59.7%
$182B
$778,000 0.25% of portfolio
5,195
Q1 2025 Reduced 14.51%
$142B
$804,000 0.25% of portfolio
3,405
Q1 2025 Added 2.53%
$200B
$743,000 0.24% of portfolio
2,384
Q1 2025 Reduced 0.17%
$33.6B
$749,000 0.24% of portfolio
6,873
Q1 2025 Added 2.74%
$94.4B
$716,000 0.23% of portfolio
3,097
Q1 2025 New
$21.1B
$688,000 0.22% of portfolio
21,814
Q1 2025 Added 28.73%
$211B
$655,000 0.21% of portfolio
1,200
Q2 2024 Reduced 7.69%
$95.2B
$613,000 0.19% of portfolio
3,042
Q1 2025 Added 2.7%
$20.3B
$598,000 0.19% of portfolio
4,032
Q1 2025 Added 3.12%
$87.4B
$579,000 0.18% of portfolio
954
Q1 2025 Added 3.36%
$34.7B
$579,000 0.18% of portfolio
9,992
Q1 2025 Added 2.93%
$720B
$498,000 0.16% of portfolio
603
Q1 2025 Added 10.44%
$4.64B
$409,000 0.13% of portfolio
5,700
Q3 2024 Reduced 5.0%
$152B
$396,000 0.13% of portfolio
3,929
Q1 2025 Reduced 7.73%
$8.06B
$394,000 0.12% of portfolio
6,000
Q3 2024 Reduced 2.44%
$224B
$272,000 0.09% of portfolio
1,013
Q1 2025 Reduced 6.55%
$77.1B
$272,000 0.09% of portfolio
1,000
Q4 2023 New
$1.44T
$238,000 0.08% of portfolio
414
Q1 2024 New
$311B
$253,000 0.08% of portfolio
3,540
Q1 2025 Added 2.91%
$1.79B
$249,000 0.08% of portfolio
3,500
Q3 2024 Reduced 45.85%
$289B
$215,000 0.07% of portfolio
3,000
Q4 2024 New
$10.8B
$215,000 0.07% of portfolio
898
Q1 2025 Reduced 2.81%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Solventum Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.83%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.13%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 50.21%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Added 2.63%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.69%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 12.74%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $315 Million
  • Prior Value $320 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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