Buckley Wealth Management
Latest statistics and disclosures from Buckley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, BRK.B, CVX, and represent 37.31% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: COST, KVUE, BA, BRK.B, BKH, GOOGL, NEE, TGT, BBY, PG.
- Started 1 new stock position in KVUE.
- Reduced shares in these 10 stocks: LOW, ELV, , MSFT, AVGO, GE, DOW, CAH, INTC, LRCX.
- Sold out of its positions in ELV, ECAT, FBTC, RRR, STC, ACN, ASML.
- Buckley Wealth Management was a net buyer of stock by $487k.
- Buckley Wealth Management has $365M in assets under management (AUM), dropping by 9.30%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 102 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.9 | $40M | 157k | 254.63 |
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| Microsoft Corporation (MSFT) | 9.7 | $35M | 68k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $22M | +3% | 89k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $21M | +6% | 42k | 502.74 |
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| Chevron Corporation (CVX) | 5.1 | $19M | 120k | 155.29 |
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| JPMorgan Chase & Co. (JPM) | 5.0 | $18M | 58k | 315.43 |
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| Amazon (AMZN) | 4.5 | $17M | 75k | 219.57 |
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| Exxon Mobil Corporation (XOM) | 3.4 | $12M | 110k | 112.75 |
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| Costco Wholesale Corporation (COST) | 3.3 | $12M | +31% | 13k | 925.61 |
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| Johnson & Johnson (JNJ) | 3.0 | $11M | 60k | 185.42 |
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| Amgen (AMGN) | 2.6 | $9.4M | 33k | 282.20 |
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| Procter & Gamble Company (PG) | 2.5 | $9.0M | +2% | 59k | 153.65 |
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| Cisco Systems (CSCO) | 2.4 | $8.9M | 130k | 68.42 |
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| Nextera Energy (NEE) | 1.6 | $5.8M | +8% | 77k | 75.49 |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.2M | -2% | 28k | 186.58 |
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| Ida (IDA) | 1.4 | $5.0M | -2% | 38k | 132.15 |
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| Merck & Co (MRK) | 1.3 | $4.7M | -3% | 56k | 83.93 |
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| Caterpillar (CAT) | 1.2 | $4.4M | 9.2k | 477.15 |
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| 3M Company (MMM) | 1.2 | $4.2M | 27k | 155.18 |
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| Home Depot (HD) | 1.2 | $4.2M | 10k | 405.19 |
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| Abbvie (ABBV) | 1.0 | $3.8M | 16k | 231.54 |
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| Dupont De Nemours (DD) | 0.9 | $3.3M | -6% | 43k | 77.90 |
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| Broadcom (AVGO) | 0.9 | $3.2M | -14% | 9.7k | 329.90 |
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| At&t (T) | 0.8 | $2.8M | 99k | 28.24 |
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| TJX Companies (TJX) | 0.7 | $2.7M | -6% | 18k | 144.54 |
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| Pfizer (PFE) | 0.7 | $2.6M | +6% | 102k | 25.48 |
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| Bank of America Corporation (BAC) | 0.7 | $2.4M | 47k | 51.59 |
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| Citigroup Com New (C) | 0.6 | $2.1M | -3% | 21k | 101.50 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $2.0M | +5% | 4.0k | 499.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | 7.4k | 243.55 |
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| Oracle Corporation (ORCL) | 0.5 | $1.7M | 6.2k | 281.24 |
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| Dow (DOW) | 0.5 | $1.7M | -20% | 76k | 22.93 |
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| Arista Networks Com Shs (ANET) | 0.5 | $1.7M | +3% | 12k | 145.71 |
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| Valero Energy Corporation (VLO) | 0.4 | $1.6M | 9.4k | 170.26 |
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| Ryder System (R) | 0.4 | $1.6M | -3% | 8.5k | 188.64 |
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| Black Hills Corporation (BKH) | 0.4 | $1.6M | +190% | 26k | 61.59 |
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| Visa Com Cl A (V) | 0.4 | $1.6M | -2% | 4.6k | 341.38 |
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| Kenvue (KVUE) | 0.4 | $1.6M | NEW | 96k | 16.23 |
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| Boeing Company (BA) | 0.4 | $1.6M | +567% | 7.2k | 215.83 |
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| AmerisourceBergen (COR) | 0.4 | $1.5M | -8% | 4.9k | 312.53 |
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| Kroger (KR) | 0.4 | $1.5M | -4% | 23k | 67.41 |
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| Williams Companies (WMB) | 0.4 | $1.5M | 24k | 63.35 |
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| Trane Technologies SHS (TT) | 0.4 | $1.5M | 3.5k | 421.96 |
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| Tesla Motors (TSLA) | 0.4 | $1.5M | 3.3k | 444.72 |
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| SYSCO Corporation (SYY) | 0.4 | $1.5M | +2% | 18k | 82.34 |
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| Eaton Corp SHS (ETN) | 0.4 | $1.4M | 3.8k | 374.25 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.4M | 2.5k | 568.82 |
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| Best Buy (BBY) | 0.4 | $1.4M | +30% | 19k | 75.62 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.4M | -2% | 8.7k | 158.96 |
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| Synchrony Financial (SYF) | 0.4 | $1.4M | 19k | 71.05 |
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| Progressive Corporation (PGR) | 0.4 | $1.4M | 5.5k | 246.95 |
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| McDonald's Corporation (MCD) | 0.4 | $1.3M | 4.4k | 303.90 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.3M | -26% | 4.4k | 300.82 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $1.3M | 6.8k | 192.74 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.1k | 183.73 |
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| Cardinal Health (CAH) | 0.4 | $1.3M | -25% | 8.3k | 156.96 |
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| Targa Res Corp (TRGP) | 0.4 | $1.3M | 7.7k | 167.54 |
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| FedEx Corporation (FDX) | 0.3 | $1.3M | +18% | 5.4k | 235.81 |
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| Lowe's Companies (LOW) | 0.3 | $1.2M | -52% | 4.8k | 251.31 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.2M | -18% | 9.0k | 133.90 |
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| CRH Ord (CRH) | 0.3 | $1.2M | +10% | 9.9k | 119.90 |
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| Target Corporation (TGT) | 0.3 | $1.2M | +50% | 13k | 89.70 |
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| Linde SHS (LIN) | 0.3 | $1.1M | -8% | 2.4k | 475.00 |
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| Oneok (OKE) | 0.3 | $1.1M | +8% | 15k | 72.97 |
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| Paypal Holdings (PYPL) | 0.3 | $1.1M | +7% | 16k | 67.06 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | -7% | 3.1k | 345.30 |
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| Metropcs Communications (TMUS) | 0.3 | $978k | -10% | 4.1k | 239.38 |
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| Constellation Energy (CEG) | 0.3 | $966k | -3% | 2.9k | 329.07 |
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| Solventum Corp Com Shs (SOLV) | 0.3 | $955k | -7% | 13k | 73.00 |
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| Waste Management (WM) | 0.3 | $939k | 4.3k | 220.83 |
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| Medtronic SHS (MDT) | 0.3 | $924k | -2% | 9.7k | 95.24 |
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| McKesson Corporation (MCK) | 0.3 | $921k | -2% | 1.2k | 772.54 |
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| Philip Morris International (PM) | 0.2 | $879k | 5.4k | 162.20 |
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| Goldman Sachs (GS) | 0.2 | $878k | 1.1k | 796.35 |
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| Cme (CME) | 0.2 | $857k | -3% | 3.2k | 270.19 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $849k | +2% | 1.1k | 758.15 |
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| Blackrock (BLK) | 0.2 | $831k | -2% | 713.00 | 1165.87 |
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| Union Pacific Corporation (UNP) | 0.2 | $767k | -4% | 3.2k | 236.37 |
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| Wec Energy Group (WEC) | 0.2 | $758k | -3% | 6.6k | 114.59 |
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| Mueller Industries (MLI) | 0.2 | $742k | 7.3k | 101.11 |
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| Corebridge Finl (CRBG) | 0.2 | $690k | -2% | 22k | 32.05 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $680k | -2% | 3.4k | 201.53 |
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| Pepsi (PEP) | 0.2 | $678k | -4% | 4.8k | 140.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $581k | -6% | 761.00 | 763.00 |
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| Realty Income (O) | 0.2 | $571k | -3% | 9.4k | 60.79 |
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| Extra Space Storage (EXR) | 0.1 | $533k | -3% | 3.8k | 140.94 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $519k | 6.0k | 86.45 |
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| Southwest Gas Corporation (SWX) | 0.1 | $415k | -7% | 5.3k | 78.34 |
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| Honeywell International (HON) | 0.1 | $402k | 1.9k | 210.50 |
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| Agilysys (AGYS) | 0.1 | $359k | 3.4k | 105.25 |
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| General Dynamics Corporation (GD) | 0.1 | $341k | 1.0k | 341.00 |
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| American Express Company (AXP) | 0.1 | $338k | 1.0k | 332.16 |
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| Meta Platforms Cl A (META) | 0.1 | $307k | 418.00 | 734.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $291k | -7% | 1.8k | 161.79 |
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| Ge Vernova (GEV) | 0.1 | $277k | -26% | 451.00 | 614.90 |
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| Boston Scientific Corporation (BSX) | 0.1 | $267k | -28% | 2.7k | 97.63 |
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| Intel Corporation (INTC) | 0.1 | $238k | -60% | 7.1k | 33.55 |
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| Emerson Electric (EMR) | 0.1 | $236k | +2% | 1.8k | 131.18 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $235k | +3% | 926.00 | 253.93 |
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| Coca-Cola Company (KO) | 0.1 | $235k | 3.5k | 66.32 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $224k | 2.6k | 86.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $210k | 2.5k | 83.82 |
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Past Filings by Buckley Wealth Management
SEC 13F filings are viewable for Buckley Wealth Management going back to 2017
- Buckley Wealth Management 2025 Q3 filed Nov. 14, 2025
- Buckley Wealth Management 2025 Q2 filed Aug. 11, 2025
- Buckley Wealth Management 2025 Q1 filed May 15, 2025
- Buckley Wealth Management 2024 Q4 filed Feb. 10, 2025
- Buckley Wealth Management 2024 Q3 filed Oct. 18, 2024
- Buckley Wealth Management 2024 Q2 filed July 24, 2024
- Buckley Wealth Management 2024 Q1 filed April 16, 2024
- Buckley Wealth Management 2023 Q4 filed Jan. 18, 2024
- Buckley Wealth Management 2023 Q3 filed Oct. 13, 2023
- Buckley Wealth Management 2023 Q2 filed July 12, 2023
- Buckley Wealth Management 2023 Q1 filed April 14, 2023
- Buckley Wealth Management 2022 Q4 filed Feb. 10, 2023
- Buckley Wealth Management 2022 Q3 filed Nov. 14, 2022
- Buckley Wealth Management 2022 Q2 filed Aug. 4, 2022
- Buckley Wealth Management 2022 Q1 filed May 6, 2022
- Buckley Wealth Management 2021 Q4 filed Feb. 2, 2022