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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ONEOK INC /NEW/

Shares:14.0K

Value:$1.4M

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

Trane Technologies plc

Shares:4.1K

Value:$1.4M

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

SYSCO CORP

Shares:18.3K

Value:$1.4M

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

MCDONALDS CORP

Shares:4.4K

Value:$1.4M

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

TEXAS INSTRUMENTS INC

Shares:7.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$321.5M)

RYDER SYSTEM INC

Shares:8.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$321.5M)

VALERO ENERGY CORP/TX

Shares:9.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$321.5M)

LINDE PLC

Shares:2.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$321.5M)

GENERAL ELECTRIC CO

Shares:6.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$321.5M)

T-Mobile US, Inc.

Shares:4.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$321.5M)

MORGAN STANLEY

Shares:10.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$321.5M)

Alphabet Inc.

Shares:7.4K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$321.5M)

FEDEX CORP

Shares:4.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$321.5M)

Marathon Petroleum Corp

Shares:7.3K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$321.5M)

Eaton Corp plc

Shares:3.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$321.5M)

BEST BUY CO INC

Shares:14.2K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$321.5M)

Synchrony Financial

Shares:19.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$321.5M)

Elevance Health, Inc.

Shares:2.3K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$321.5M)

PayPal Holdings, Inc.

Shares:14.8K

Value:$968.3K

% of Portfolio:0.3% ($968.3K/$321.5M)

TARGET CORP

Shares:8.8K

Value:$915.2K

% of Portfolio:0.3% ($915.2K/$321.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ONEOK INC /NEW/(OKEcusip682680103)	14.0K	QoQ -0.56% (-80) YoY -0.67% (-95)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$321.5M)	QoQ -1.73% (-$24.6K) YoY +22.92% (-$259.5K)
Trane Technologies plc(TTcusipG8994E103)	4.1K	QoQ +2.05% (-83) YoY +8.64% (+328)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$321.5M)	QoQ -6.90% (-$103.0K) YoY +21.93% (+$249.8K)
SYSCO CORP(SYYcusip871829107)	18.3K	QoQ +0.55% (-101) YoY +18.55% (+2.9K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$321.5M)	QoQ -1.31% (-$18.2K) YoY +9.58% (+$120.0K)
MCDONALDS CORP(MCDcusip580135101)	4.4K	QoQ +0.80% (+35) YoY +23.36% (+826)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$321.5M)	QoQ +8.62% (+$108.2K) YoY +36.67% (+$365.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	7.1K	QoQ +1.20% (-85) YoY +20.74% (+1.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$321.5M)	QoQ -3.00% (-$39.7K) YoY +24.55% (+$252.3K)
RYDER SYSTEM INC(Rcusip783549108)	8.8K	QoQ -7.88% (-755) YoY -7.16% (-680)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$321.5M)	QoQ -15.55% (-$233.5K) YoY +11.08% (-$126.5K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	9.5K	QoQ +14.98% (+1.2K) YoY +28.66% (-2.1K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$321.5M)	QoQ +23.87% (+$242.2K) YoY -0.44% (-$5.6K)
LINDE PLC(LINcusipG54950103)	2.6K	QoQ -50.20% (-2.7K) YoY -49.32% (-2.6K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$321.5M)	QoQ -44.62% (-$990.9K) YoY -49.18% (-$1.2M)
GENERAL ELECTRIC CO(GEcusip369604301)	6.1K	QoQ +7.88% (+445) YoY -28.73% (-2.5K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$321.5M)	QoQ +29.46% (+$277.4K) YoY -18.73% (-$281.0K)
T-Mobile US, Inc.(TMUScusip872590104)	4.5K	QoQ -17.10% (-929) YoY -11.25% (-571)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$321.5M)	QoQ +0.15% (-$1.9K) YoY +45.00% (-$372.6K)
MORGAN STANLEY(MScusip617446448)	10.0K	QoQ +2.04% (-200) YoY +6.35% (+597)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$321.5M)	QoQ -5.30% (-$65.2K) YoY +31.78% (+$281.0K)
Alphabet Inc.(GOOGcusip02079K107)	7.4K	QoQ -6.66% (-528) YoY -14.24% (-1.2K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$321.5M)	QoQ -23.43% (-$353.5K) YoY -12.00% (-$157.6K)
FEDEX CORP(FDXcusip31428X106)	4.5K	QoQ +1.56% (-70) YoY +19.57% (+745)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$321.5M)	QoQ -11.99% (-$151.2K) YoY +0.61% (+$6.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	7.3K	QoQ -49.04% (-7.0K) YoY -51.52% (-7.8K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$321.5M)	QoQ -46.77% (-$934.8K) YoY -64.95% (-$2.0M)
Eaton Corp plc(ETNcusipG29183103)	3.9K	QoQ -3.13% (-125) YoY -12.17% (-535)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$321.5M)	QoQ -20.66% (-$273.2K) YoY -23.64% (-$325.0K)
BEST BUY CO INC(BBYcusip086516101)	14.2K	QoQ +1.61% (-225) YoY NEW(+14.2K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$321.5M)	QoQ -12.82% (-$153.5K) YoY NEW(+$1.0M)
Synchrony Financial(SYFcusip87165B103)	19.3K	QoQ NEW(+19.3K) YoY NEW(+19.3K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$321.5M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Elevance Health, Inc.(ELVcusip036752103)	2.3K	QoQ +4.17% (+93) YoY +7.21% (-156)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$321.5M)	QoQ +22.83% (+$187.4K) YoY -10.06% (-$112.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	14.8K	QoQ NEW(+14.8K) YoY +369.62% (+11.7K)	All Managers (Combined)	$968.3K	0.3% ($968.3K/$321.5M)	QoQ NEW(+$968.3K) YoY +357.42% (+$756.6K)
TARGET CORP(TGTcusip87612E106)	8.8K	QoQ +15.47% (-1.2K) YoY +10.80% (-855)	All Managers (Combined)	$915.2K	0.3% ($915.2K/$321.5M)	QoQ -10.85% (-$111.5K) YoY -34.74% (-$487.4K)