Buckley-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BYD",
  "BSX",
  "FERG",
  "GD",
  "HD",
  "MCD",
  "UNP",
  "STC",
  "IDA",
  "META",
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "ANET",
  "KR",
  "ORCL",
  "OKE",
  "PYPL",
  "PEP",
  "PGR",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "O",
  "TXN",
  "TGT",
  "TJX",
  "TRGP",
  "DD",
  null,
  "TT",
  "R",
  "SWX",
  "WEC",
  "WM",
  "CAH",
  "AMZN",
  "VLO",
  "V",
  "WFC",
  "WMB",
  "SOLV",
  "RNR",
  "SYY",
  "MCK",
  "EXR",
  "SYF",
  "FDX",
  "BAC",
  "BRK-B",
  "BBY",
  "CVX",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CEG",
  "CRBG",
  "COST",
  "CRH",
  "NEE",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 96
Total Value: 321461654
Accession Number: 0001172661-25-002084
Form Type: 13F-HR
CIK: buckley-wealth-management
Manager Name: Buckley-Wealth-Management

Data Enrichment

99% identified

95 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $321.5M total value

96 positions • $321.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AbbVie Inc.

Shares:16.4K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$321.5M)

NVIDIA CORP

Shares:28.1K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$321.5M)

CATERPILLAR INC

Shares:9.2K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$321.5M)

AT&T INC.

Shares:101.0K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$321.5M)

PFIZER INC

Shares:106.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$321.5M)

TJX COMPANIES INC /DE/

Shares:19.9K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$321.5M)

LOWES COMPANIES INC

Shares:10.2K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$321.5M)

BANK OF AMERICA CORP /DE/

Shares:47.2K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$321.5M)

Broadcom Inc.

Shares:11.5K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$321.5M)

UNITEDHEALTH GROUP INC

Shares:3.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$321.5M)

LOCKHEED MARTIN CORP

Shares:3.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$321.5M)

VISA INC.

Shares:4.7K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.5M)

KROGER CO

Shares:24.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.5M)

PROGRESSIVE CORP/OH/

Shares:5.6K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.5M)

CITIGROUP INC

Shares:22.0K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.5M)

CARDINAL HEALTH INC

Shares:11.3K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$321.5M)

Targa Resources Corp.

Shares:7.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$321.5M)

03073E105

Shares:5.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$321.5M)

WILLIAMS COMPANIES, INC.

Shares:24.2K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$321.5M)

Mastercard Inc

Shares:2.5K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$321.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	16.4K	QoQ +0.20% (+33) YoY +2.08% (+336)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$321.5M)	QoQ +18.14% (+$528.2K) YoY +17.46% (+$511.3K)
NVIDIA CORP(NVDAcusip67066G104)	28.1K	QoQ +58.85% (+10.4K) YoY +856.39% (+25.2K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$321.5M)	QoQ +28.20% (+$670.5K) YoY +14.71% (+$391.0K)
CATERPILLAR INC(CATcusip149123101)	9.2K	QoQ 0.00% (-0) YoY -1.67% (-157)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$321.5M)	QoQ -9.08% (-$302.9K) YoY -11.50% (-$394.2K)
AT&T INC.(Tcusip00206R102)	101.0K	QoQ -14.69% (-17.4K) YoY -24.45% (-32.7K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$321.5M)	QoQ +5.94% (-$160.3K) YoY +21.38% (-$503.2K)
PFIZER INC(PFEcusip717081103)	106.6K	QoQ +1.45% (-1.5K) YoY -30.57% (-47.0K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$321.5M)	QoQ -3.09% (-$86.2K) YoY -36.60% (-$1.6M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	19.9K	QoQ +0.57% (+113) YoY +9.01% (+1.6K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$321.5M)	QoQ +1.39% (+$33.4K) YoY +30.92% (+$573.2K)
LOWES COMPANIES INC(LOWcusip548661107)	10.2K	QoQ +1.72% (-173) YoY +7.75% (-734)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$321.5M)	QoQ -3.86% (-$95.7K) YoY -1.33% (-$32.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	47.2K	QoQ -1.08% (-518) YoY +1.46% (+680)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$321.5M)	QoQ -6.08% (-$127.5K) YoY +11.65% (+$205.6K)
Broadcom Inc.(AVGOcusip11135F101)	11.5K	QoQ -9.58% (-1.2K) YoY +898.87% (+10.4K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$321.5M)	QoQ -34.70% (-$1.0M) YoY +26.12% (+$399.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.4K	QoQ +1.34% (+45) YoY +3.68% (+120)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$321.5M)	QoQ +4.93% (+$83.2K) YoY +9.77% (+$157.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.8K	QoQ +4.10% (-150) YoY -0.39% (-15)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$321.5M)	QoQ -4.29% (-$76.2K) YoY -2.18% (-$37.8K)
VISA INC.(Vcusip92826C839)	4.7K	QoQ +0.38% (+18) YoY +3.15% (+144)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.5M)	QoQ +11.31% (+$167.5K) YoY +29.54% (+$375.8K)
KROGER CO(KRcusip501044101)	24.0K	QoQ +6.95% (+1.6K) YoY +7.38% (+1.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.5M)	QoQ +18.38% (+$251.9K) YoY +27.23% (+$347.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	5.6K	QoQ +0.81% (+45) YoY NEW(+5.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.5M)	QoQ +19.07% (+$252.5K) YoY NEW(+$1.6M)
CITIGROUP INC(Ccusip172967424)	22.0K	QoQ -0.60% (-135) YoY +537.80% (+18.6K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.5M)	QoQ +0.23% (-$3.7K) YoY +615.96% (+$1.3M)
CARDINAL HEALTH INC(CAHcusip14149Y108)	11.3K	QoQ +0.13% (+15) YoY +2.48% (+275)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$321.5M)	QoQ +16.64% (+$222.7K) YoY +26.18% (+$323.9K)
Targa Resources Corp.(TRGPcusip87612G101)	7.7K	QoQ -5.96% (-485) YoY NEW(+7.7K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$321.5M)	QoQ +5.61% (-$81.5K) YoY NEW(+$1.5M)
(cusip03073E105)✕	5.5K	QoQ +1.20% (+65) YoY +1.96% (+105)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$321.5M)	QoQ +25.26% (+$305.7K) YoY +16.69% (+$216.8K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	24.2K	QoQ -14.37% (-4.1K) YoY -19.14% (-5.7K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$321.5M)	QoQ -5.44% (-$83.4K) YoY +23.98% (-$280.0K)
Mastercard Inc(MAcusip57636Q104)	2.5K	QoQ +0.99% (+25) YoY +3.45% (+85)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$321.5M)	QoQ +5.12% (+$68.0K) YoY +17.75% (+$210.3K)