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, JPM, and represent 37.60% of Buckley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVZ, Q, COST, HON, WELL, ORCL, BRK.B, PFE, OKE, WEC.
- Started 6 new stock positions in WELL, B, ASML, IVZ, Q, SLB.
- Reduced shares in these 10 stocks: PGR, PYPL, GOOGL, DOW, CRBG, , AAPL, DD, MCK, C.
- Sold out of its positions in CRBG, EXR, INTC, PYPL, PGR.
- Buckley Wealth Management was a net seller of stock by $-532k.
- Buckley Wealth Management has $377M in assets under management (AUM), dropping by 3.27%.
- Central Index Key (CIK): 0001730126
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Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 103 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.2 | $42M | 155k | 271.86 |
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| Microsoft Corporation (MSFT) | 8.7 | $33M | 68k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $27M | -2% | 86k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $21M | 42k | 502.65 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $19M | 58k | 322.22 |
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| Chevron Corporation (CVX) | 4.9 | $18M | 120k | 152.41 |
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| Amazon (AMZN) | 4.6 | $17M | 75k | 230.82 |
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| Exxon Mobil Corporation (XOM) | 3.5 | $13M | 110k | 120.34 |
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| Johnson & Johnson (JNJ) | 3.3 | $12M | 59k | 206.95 |
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| Costco Wholesale Corporation (COST) | 3.2 | $12M | +8% | 14k | 862.38 |
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| Amgen (AMGN) | 2.9 | $11M | 33k | 327.31 |
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| Cisco Systems (CSCO) | 2.6 | $9.8M | -2% | 127k | 77.03 |
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| Procter & Gamble Company (PG) | 2.3 | $8.5M | 60k | 143.31 |
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| Nextera Energy (NEE) | 1.6 | $6.1M | 76k | 80.28 |
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| Merck & Co (MRK) | 1.5 | $5.8M | 55k | 105.26 |
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| NVIDIA Corporation (NVDA) | 1.4 | $5.4M | +2% | 29k | 186.50 |
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| Caterpillar (CAT) | 1.4 | $5.2M | 9.0k | 572.87 |
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| Ida (IDA) | 1.3 | $4.8M | 38k | 126.56 |
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| 3M Company (MMM) | 1.2 | $4.3M | 27k | 160.10 |
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| Abbvie (ABBV) | 1.0 | $3.7M | 16k | 228.49 |
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| Home Depot (HD) | 0.9 | $3.5M | -3% | 10k | 344.10 |
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| Broadcom (AVGO) | 0.8 | $3.1M | -7% | 9.0k | 346.13 |
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| Pfizer (PFE) | 0.7 | $2.8M | +10% | 113k | 24.90 |
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| TJX Companies (TJX) | 0.7 | $2.8M | 18k | 153.61 |
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| Bank of America Corporation (BAC) | 0.7 | $2.6M | 47k | 55.00 |
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| At&t (T) | 0.7 | $2.5M | 100k | 24.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.3M | 7.3k | 313.80 |
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| Citigroup Com New (C) | 0.6 | $2.2M | -12% | 18k | 116.69 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $2.0M | +2% | 4.1k | 483.67 |
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| Black Hills Corporation (BKH) | 0.5 | $1.8M | +3% | 27k | 69.42 |
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| Oracle Corporation (ORCL) | 0.5 | $1.8M | +50% | 9.4k | 194.91 |
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| Cardinal Health (CAH) | 0.5 | $1.8M | +3% | 8.5k | 205.52 |
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| Kenvue (KVUE) | 0.4 | $1.7M | 96k | 17.25 |
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| AmerisourceBergen (COR) | 0.4 | $1.6M | 4.9k | 337.75 |
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| Synchrony Financial (SYF) | 0.4 | $1.6M | 19k | 83.43 |
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| Visa Com Cl A (V) | 0.4 | $1.6M | 4.6k | 350.71 |
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| Boeing Company (BA) | 0.4 | $1.6M | +2% | 7.4k | 217.12 |
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| FedEx Corporation (FDX) | 0.4 | $1.6M | 5.5k | 288.86 |
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| Ryder System (R) | 0.4 | $1.6M | -4% | 8.1k | 191.39 |
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| Invesco SHS (IVZ) | 0.4 | $1.5M | NEW | 59k | 26.27 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.5M | 8.7k | 177.53 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.5M | 8.8k | 171.18 |
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| Tesla Motors (TSLA) | 0.4 | $1.5M | 3.3k | 449.72 |
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| Valero Energy Corporation (VLO) | 0.4 | $1.5M | 9.2k | 162.79 |
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| Targa Res Corp (TRGP) | 0.4 | $1.5M | +4% | 8.1k | 184.50 |
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| Kroger (KR) | 0.4 | $1.4M | 23k | 62.48 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.4M | 2.5k | 570.89 |
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| Target Corporation (TGT) | 0.4 | $1.4M | +10% | 15k | 97.75 |
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| Williams Companies (WMB) | 0.4 | $1.4M | -2% | 24k | 60.11 |
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| Trane Technologies SHS (TT) | 0.4 | $1.4M | 3.5k | 389.20 |
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| McDonald's Corporation (MCD) | 0.4 | $1.4M | +2% | 4.5k | 305.64 |
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| Oneok (OKE) | 0.4 | $1.4M | +22% | 19k | 73.50 |
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| Arista Networks Com Shs (ANET) | 0.4 | $1.3M | -10% | 10k | 131.03 |
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| SYSCO Corporation (SYY) | 0.4 | $1.3M | +2% | 18k | 73.69 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | +8% | 7.7k | 173.49 |
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| Dupont De Nemours (DD) | 0.3 | $1.3M | -23% | 33k | 40.20 |
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| Honeywell International (HON) | 0.3 | $1.3M | +235% | 6.4k | 195.09 |
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| Best Buy (BBY) | 0.3 | $1.2M | 19k | 66.93 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.2M | -10% | 4.0k | 308.03 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.2M | 3.8k | 318.51 |
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| CRH Ord (CRH) | 0.3 | $1.2M | -3% | 9.5k | 124.80 |
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| Lowe's Companies (LOW) | 0.3 | $1.2M | 4.8k | 241.16 |
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| Qnity Electronics Common Stock (Q) | 0.3 | $1.1M | NEW | 14k | 81.65 |
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| Constellation Energy (CEG) | 0.3 | $1.0M | 2.9k | 353.27 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.0M | -7% | 6.3k | 162.63 |
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| Linde SHS (LIN) | 0.3 | $1.0M | 2.4k | 426.39 |
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| Dow (DOW) | 0.3 | $997k | -44% | 43k | 23.38 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $982k | 1.1k | 878.96 |
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| UnitedHealth (UNH) | 0.3 | $975k | -4% | 3.0k | 330.11 |
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| Goldman Sachs (GS) | 0.3 | $973k | 1.1k | 879.00 |
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| Union Pacific Corporation (UNP) | 0.3 | $948k | +26% | 4.1k | 231.32 |
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| Wec Energy Group (WEC) | 0.2 | $939k | +34% | 8.9k | 105.46 |
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| Medtronic SHS (MDT) | 0.2 | $935k | 9.7k | 96.06 |
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| Waste Management (WM) | 0.2 | $931k | 4.2k | 219.71 |
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| Philip Morris International (PM) | 0.2 | $866k | 5.4k | 160.40 |
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| Cme (CME) | 0.2 | $864k | 3.2k | 273.08 |
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| Mueller Industries (MLI) | 0.2 | $840k | 7.3k | 114.80 |
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| Metropcs Communications (TMUS) | 0.2 | $820k | 4.0k | 203.04 |
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| Eli Lilly & Co. (LLY) | 0.2 | $813k | 756.00 | 1074.68 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $770k | -25% | 9.7k | 79.24 |
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| Blackrock (BLK) | 0.2 | $767k | 717.00 | 1070.34 |
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| Welltower Inc Com reit (WELL) | 0.2 | $694k | NEW | 3.7k | 185.61 |
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| Pepsi (PEP) | 0.2 | $661k | -4% | 4.6k | 143.52 |
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| McKesson Corporation (MCK) | 0.2 | $647k | -33% | 789.00 | 820.29 |
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| Marsh & McLennan Companies | 0.2 | $618k | 3.3k | 185.52 |
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| Boyd Gaming Corporation (BYD) | 0.1 | $511k | 6.0k | 85.24 |
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| Realty Income (O) | 0.1 | $498k | -5% | 8.8k | 56.37 |
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| Southwest Gas Corporation (SWX) | 0.1 | $408k | -3% | 5.1k | 80.02 |
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| Agilysys (AGYS) | 0.1 | $405k | 3.4k | 118.84 |
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| Advanced Micro Devices (AMD) | 0.1 | $386k | 1.8k | 214.16 |
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| American Express Company (AXP) | 0.1 | $375k | 1.0k | 369.95 |
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| General Dynamics Corporation (GD) | 0.1 | $349k | +3% | 1.0k | 336.66 |
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| Meta Platforms Cl A (META) | 0.1 | $288k | +4% | 436.00 | 660.09 |
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| Ge Vernova (GEV) | 0.1 | $275k | -6% | 421.00 | 653.57 |
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| Boston Scientific Corporation (BSX) | 0.1 | $261k | 2.7k | 95.35 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $260k | 926.00 | 281.16 |
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| Coca-Cola Company (KO) | 0.1 | $248k | 3.5k | 69.91 |
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| Emerson Electric (EMR) | 0.1 | $242k | 1.8k | 132.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $233k | 2.5k | 93.20 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $218k | NEW | 5.0k | 43.55 |
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| SLB Com Stk (SLB) | 0.1 | $217k | NEW | 5.6k | 38.38 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $213k | NEW | 199.00 | 1069.86 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $207k | -4% | 2.5k | 84.07 |
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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 Q4 filed Feb. 12, 2026
- 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