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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Constellation Energy Corp

CEG|21037T109

Shares:3.0K

Value:$613.4K

% of Portfolio:0.2% ($613.4K/$321.5M)

Extra Space Storage Inc.

EXR|30225T102

Shares:4.0K

Value:$598.7K

% of Portfolio:0.2% ($598.7K/$321.5M)

Parker-Hannifin Corp

PH|701094104

Shares:954

Value:$579.9K

% of Portfolio:0.2% ($579.9K/$321.5M)

REALTY INCOME CORP

O|756109104

Shares:10.0K

Value:$579.6K

% of Portfolio:0.2% ($579.6K/$321.5M)

ELI LILLY & Co

LLY|532457108

Shares:603

Value:$498.0K

% of Portfolio:0.2% ($498.0K/$321.5M)

Solventum Corp

SOLV|83444M101

Shares:6.0K

Value:$454.3K

% of Portfolio:0.1% ($454.3K/$321.5M)

Southwest Gas Holdings, Inc.

SWX|844895102

Shares:5.7K

Value:$409.3K

% of Portfolio:0.1% ($409.3K/$321.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.9K

Value:$396.4K

% of Portfolio:0.1% ($396.4K/$321.5M)

BOYD GAMING CORP

BYD|103304101

Shares:6.0K

Value:$395.0K

% of Portfolio:0.1% ($395.0K/$321.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.0K

Value:$272.6K

% of Portfolio:0.1% ($272.6K/$321.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.0K

Value:$272.5K

% of Portfolio:0.1% ($272.5K/$321.5M)

COCA COLA CO

KO|191216100

Shares:3.5K

Value:$253.5K

% of Portfolio:0.1% ($253.5K/$321.5M)

STEWART INFORMATION SERVICES CORP

STC|860372101

Shares:3.5K

Value:$249.7K

% of Portfolio:0.1% ($249.7K/$321.5M)

Meta Platforms, Inc.

META|30303M102

Shares:414

Value:$238.6K

% of Portfolio:0.1% ($238.6K/$321.5M)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:898

Value:$215.5K

% of Portfolio:0.1% ($215.5K/$321.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.0K

Value:$215.4K

% of Portfolio:0.1% ($215.4K/$321.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Constellation Energy Corp(CEGcusip21037T109)	3.0K	QoQ +2.70% (-80) YoY +64.34% (+1.2K)	All Managers (Combined)	$613.4K	0.2% ($613.4K/$321.5M)	QoQ -7.43% (-$49.3K) YoY +79.26% (+$271.2K)
Extra Space Storage Inc.(EXRcusip30225T102)	4.0K	QoQ +3.12% (+122) YoY +7.49% (+281)	All Managers (Combined)	$598.7K	0.2% ($598.7K/$321.5M)	QoQ +2.35% (+$13.8K) YoY +8.58% (+$47.3K)
Parker-Hannifin Corp(PHcusip701094104)	954	QoQ +3.35% (-31) YoY NEW(+954)	All Managers (Combined)	$579.9K	0.2% ($579.9K/$321.5M)	QoQ -1.22% (-$7.2K) YoY NEW(+$579.9K)
REALTY INCOME CORP(Ocusip756109104)	10.0K	QoQ +2.92% (+284) YoY +7.71% (+716)	All Managers (Combined)	$579.6K	0.2% ($579.6K/$321.5M)	QoQ +11.79% (+$61.1K) YoY +15.50% (+$77.8K)
ELI LILLY & Co(LLYcusip532457108)	603	QoQ +10.43% (+57) YoY +22.31% (+110)	All Managers (Combined)	$498.0K	0.2% ($498.0K/$321.5M)	QoQ +18.15% (+$76.5K) YoY +29.85% (+$114.5K)
Solventum Corp(SOLVcusip83444M101)	6.0K	QoQ -0.83% (-50) YoY NEW(+6.0K)	All Managers (Combined)	$454.3K	0.1% ($454.3K/$321.5M)	QoQ +14.15% (-$56.3K) YoY NEW(+$454.3K)
Southwest Gas Holdings, Inc.(SWXcusip844895102)	5.7K	QoQ 0.00% (+0) YoY -5.00% (-300)	All Managers (Combined)	$409.3K	0.1% ($409.3K/$321.5M)	QoQ +1.54% (+$6.2K) YoY -10.40% (-$47.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.9K	QoQ -7.72% (-329) YoY -18.23% (-876)	All Managers (Combined)	$396.4K	0.1% ($396.4K/$321.5M)	QoQ +4.21% (-$16.0K) YoY +20.43% (-$67.3K)
BOYD GAMING CORP(BYDcusip103304101)	6.0K	QoQ 0.00% (-0) YoY -2.43% (-150)	All Managers (Combined)	$395.0K	0.1% ($395.0K/$321.5M)	QoQ -9.25% (-$40.3K) YoY -4.59% (-$19.0K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$272.6K	0.1% ($272.6K/$321.5M)	QoQ +3.44% (+$9.1K) YoY -3.50% (-$9.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.0K	QoQ -6.54% (-71) YoY -11.98% (-138)	All Managers (Combined)	$272.5K	0.1% ($272.5K/$321.5M)	QoQ -15.28% (-$49.2K) YoY +3.99% (-$10.5K)
COCA COLA CO(KOcusip191216100)	3.5K	QoQ +2.90% (+100) YoY -20.27% (-900)	All Managers (Combined)	$253.5K	0.1% ($253.5K/$321.5M)	QoQ +18.37% (+$39.4K) YoY -6.66% (-$18.1K)
STEWART INFORMATION SERVICES CORP(STCcusip860372101)	3.5K	QoQ 0.00% (+0) YoY -45.84% (-3.0K)	All Managers (Combined)	$249.7K	0.1% ($249.7K/$321.5M)	QoQ +5.71% (+$13.5K) YoY -40.60% (-$170.8K)
Meta Platforms, Inc.(METAcusip30303M102)	414	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$238.6K	0.1% ($238.6K/$321.5M)	QoQ -1.56% (-$3.8K) YoY +18.69% (+$37.6K)
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	898	QoQ -2.81% (-26) YoY -2.81% (-26)	All Managers (Combined)	$215.5K	0.1% ($215.5K/$321.5M)	QoQ -6.25% (-$14.4K) YoY -0.75% (-$1.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$215.4K	0.1% ($215.4K/$321.5M)	QoQ +2.20% (+$4.7K) YoY NEW(+$215.4K)