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