Buckley Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 96Value: $321.5MLatest: 2025Q1

Buckley Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 96 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:159.0K

Value:$35.3M

% of Portfolio:11.0% ($35.3M/$321.5M)

MICROSOFT CORP

MSFT|594918104

Shares:71.6K

Value:$26.9M

% of Portfolio:8.4% ($26.9M/$321.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:39.1K

Value:$20.8M

% of Portfolio:6.5% ($20.8M/$321.5M)

CHEVRON CORP

CVX|166764100

Shares:116.8K

Value:$19.5M

% of Portfolio:6.1% ($19.5M/$321.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:61.0K

Value:$15.0M

% of Portfolio:4.7% ($15.0M/$321.5M)

AMAZON COM INC

AMZN|023135106

Shares:77.4K

Value:$14.7M

% of Portfolio:4.6% ($14.7M/$321.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:86.0K

Value:$13.3M

% of Portfolio:4.1% ($13.3M/$321.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:110.0K

Value:$13.1M

% of Portfolio:4.1% ($13.1M/$321.5M)

AMGEN INC

AMGN|031162100

Shares:32.9K

Value:$10.3M

% of Portfolio:3.2% ($10.3M/$321.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:60.0K

Value:$9.9M

% of Portfolio:3.1% ($9.9M/$321.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:10.1K

Value:$9.5M

% of Portfolio:3.0% ($9.5M/$321.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:53.7K

Value:$9.1M

% of Portfolio:2.8% ($9.1M/$321.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:133.6K

Value:$8.2M

% of Portfolio:2.6% ($8.2M/$321.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:59.6K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$321.5M)

3M CO

MMM|88579Y101

Shares:28.7K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$321.5M)

DOW INC.

DOW|260557103

Shares:117.1K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$321.5M)

IDACORP INC

IDA|451107106

Shares:35.1K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$321.5M)

HOME DEPOT, INC.

HD|437076102

Shares:10.4K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$321.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:53.9K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$321.5M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:46.8K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$321.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	159.0K	QoQ -0.29% (-463) YoY -5.25% (-8.8K)	All Managers (Combined)	$35.3M	11.0% ($35.3M/$321.5M)	QoQ -11.55% (-$4.6M) YoY +22.73% (-$6.5M)
MICROSOFT CORP(MSFTcusip594918104)	71.6K	QoQ +1.56% (-1.1K) YoY -1.03% (-749)	All Managers (Combined)	$26.9M	8.4% ($26.9M/$321.5M)	QoQ -9.54% (-$2.8M) YoY -11.69% (-$3.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	39.1K	QoQ -1.81% (-725) YoY -5.17% (-2.1K)	All Managers (Combined)	$20.8M	6.5% ($20.8M/$321.5M)	QoQ +15.35% (-$2.8M) YoY +20.08% (-$3.5M)
CHEVRON CORP(CVXcusip166764100)	116.8K	QoQ -0.92% (-1.1K) YoY +2.54% (+2.9K)	All Managers (Combined)	$19.5M	6.1% ($19.5M/$321.5M)	QoQ +14.43% (-$2.5M) YoY +8.75% (+$1.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	61.0K	QoQ -3.42% (-2.2K) YoY -5.90% (-3.8K)	All Managers (Combined)	$15.0M	4.7% ($15.0M/$321.5M)	QoQ -1.17% (-$178.1K) YoY +15.23% (-$2.0M)
AMAZON COM INC(AMZNcusip023135106)	77.4K	QoQ +0.80% (-620) YoY 0.00% (+2)	All Managers (Combined)	$14.7M	4.6% ($14.7M/$321.5M)	QoQ -12.57% (-$2.1M) YoY +5.48% (+$764.8K)
Alphabet Inc.(GOOGLcusip02079K305)	86.0K	QoQ +1.10% (-939) YoY -3.05% (-2.7K)	All Managers (Combined)	$13.3M	4.1% ($13.3M/$321.5M)	QoQ -17.40% (-$2.8M) YoY -0.67% (-$90.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	110.0K	QoQ -0.16% (-182) YoY +5.96% (+6.2K)	All Managers (Combined)	$13.1M	4.1% ($13.1M/$321.5M)	QoQ +10.37% (-$1.2M) YoY +8.41% (+$1.0M)
AMGEN INC(AMGNcusip031162100)	32.9K	QoQ -1.64% (-550) YoY +25.31% (+6.7K)	All Managers (Combined)	$10.3M	3.2% ($10.3M/$321.5M)	QoQ +17.56% (-$1.5M) YoY +37.31% (+$2.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	60.0K	QoQ -2.10% (-1.3K) YoY +8.72% (+4.8K)	All Managers (Combined)	$9.9M	3.1% ($9.9M/$321.5M)	QoQ +12.25% (-$1.1M) YoY +13.98% (+$1.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	10.1K	QoQ -0.45% (-46) YoY -6.01% (-644)	All Managers (Combined)	$9.5M	3.0% ($9.5M/$321.5M)	QoQ +2.74% (-$254.6K) YoY +21.32% (-$1.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	53.7K	QoQ -0.73% (-400) YoY -6.35% (-3.6K)	All Managers (Combined)	$9.1M	2.8% ($9.1M/$321.5M)	QoQ +0.90% (-$81.6K) YoY -1.63% (-$152.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	133.6K	QoQ -9.24% (-13.6K) YoY -17.27% (-27.9K)	All Managers (Combined)	$8.2M	2.6% ($8.2M/$321.5M)	QoQ -5.40% (-$470.8K) YoY +2.28% (-$184.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	59.6K	QoQ -0.83% (-500) YoY -6.09% (-3.9K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$321.5M)	QoQ -10.52% (-$629.5K) YoY -36.12% (-$3.0M)
3M CO(MMMcusip88579Y101)	28.7K	QoQ -2.04% (-600) YoY -3.88% (-1.2K)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$321.5M)	QoQ +11.43% (-$433.0K) YoY +33.07% (-$1.0M)
DOW INC.(DOWcusip260557103)	117.1K	QoQ +11.96% (-12.5K) YoY +59.11% (-43.5K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$321.5M)	QoQ -2.57% (-$107.9K) YoY -4.08% (-$174.1K)
IDACORP INC(IDAcusip451107106)	35.1K	QoQ -1.40% (-500) YoY -8.67% (-3.3K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$321.5M)	QoQ +4.85% (-$188.9K) YoY +14.25% (-$508.9K)
HOME DEPOT, INC.(HDcusip437076102)	10.4K	QoQ -0.57% (-60) YoY -8.33% (-950)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$321.5M)	QoQ -6.32% (-$258.3K) YoY -12.42% (-$543.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	53.9K	QoQ +39.71% (+15.3K) YoY +37.32% (+14.7K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$321.5M)	QoQ +38.16% (+$1.1M) YoY +52.31% (+$1.3M)
DuPont de Nemours, Inc.(DDcusip26614N102)	46.8K	QoQ +2.79% (+1.3K) YoY +2.81% (+1.3K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$321.5M)	QoQ +0.67% (+$23.5K) YoY +0.14% (+$5.1K)