Buckley Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Buckley Wealth Management
Buckley Wealth Management holds 101 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $40M | 159k | 250.42 | |
| Microsoft Corporation (MSFT) | 9.1 | $30M | 71k | 421.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $18M | 40k | 453.28 | |
| Chevron Corporation (CVX) | 5.2 | $17M | 118k | 144.84 | |
| Amazon (AMZN) | 5.2 | $17M | 77k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $16M | 85k | 189.30 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $15M | 63k | 239.71 | |
| Exxon Mobil Corporation (XOM) | 3.6 | $12M | 110k | 107.57 | |
| Costco Wholesale Corporation (COST) | 2.8 | $9.3M | 10k | 916.27 | |
| Procter & Gamble Company (PG) | 2.8 | $9.1M | 54k | 167.65 | |
| Johnson & Johnson (JNJ) | 2.7 | $8.9M | 61k | 144.62 | |
| Amgen (AMGN) | 2.7 | $8.7M | 34k | 260.64 | |
| Cisco Systems (CSCO) | 2.7 | $8.7M | 147k | 59.20 | |
| Merck & Co (MRK) | 1.8 | $6.0M | 60k | 99.48 | |
| Dow (DOW) | 1.3 | $4.2M | 105k | 40.13 | |
| Home Depot (HD) | 1.3 | $4.1M | 11k | 388.99 | |
| Ida (IDA) | 1.2 | $3.9M | 36k | 109.28 | |
| 3M Company (MMM) | 1.2 | $3.8M | 29k | 129.09 | |
| Dupont De Nemours (DD) | 1.1 | $3.5M | 46k | 76.25 | |
| Caterpillar (CAT) | 1.0 | $3.3M | 9.2k | 362.76 | |
| Broadcom (AVGO) | 0.9 | $3.0M | 13k | 231.84 | |
| Abbvie (ABBV) | 0.9 | $2.9M | 16k | 177.70 | |
| Pfizer (PFE) | 0.9 | $2.8M | 105k | 26.53 | |
| Nextera Energy (NEE) | 0.8 | $2.8M | 39k | 71.69 | |
| At&t (T) | 0.8 | $2.7M | 118k | 22.77 | |
| Lowe's Companies (LOW) | 0.8 | $2.5M | 10k | 246.80 | |
| TJX Companies (TJX) | 0.7 | $2.4M | 20k | 120.81 | |
| NVIDIA Corporation (NVDA) | 0.7 | $2.4M | 18k | 134.29 | |
| Linde SHS (LIN) | 0.7 | $2.2M | 5.3k | 418.68 | |
| Bank of America Corporation (BAC) | 0.6 | $2.1M | 48k | 43.95 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $2.0M | 14k | 139.50 | |
| Intel Corporation (INTC) | 0.5 | $1.8M | 89k | 20.05 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $1.8M | 3.7k | 485.94 | |
| UnitedHealth (UNH) | 0.5 | $1.7M | 3.3k | 505.86 | |
| Citigroup Com New (C) | 0.5 | $1.6M | 22k | 70.39 | |
| Williams Companies (WMB) | 0.5 | $1.5M | 28k | 54.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 7.9k | 190.44 | |
| Ryder System (R) | 0.5 | $1.5M | 9.6k | 156.86 | |
| Trane Technologies SHS (TT) | 0.5 | $1.5M | 4.0k | 369.35 | |
| Visa Com Cl A (V) | 0.5 | $1.5M | 4.7k | 316.04 | |
| Targa Res Corp (TRGP) | 0.4 | $1.5M | 8.1k | 178.50 | |
| Oneok (OKE) | 0.4 | $1.4M | 14k | 100.40 | |
| SYSCO Corporation (SYY) | 0.4 | $1.4M | 18k | 76.46 | |
| Kroger (KR) | 0.4 | $1.4M | 22k | 61.15 | |
| Cardinal Health (CAH) | 0.4 | $1.3M | 11k | 118.27 | |
| Tesla Motors (TSLA) | 0.4 | $1.3M | 3.3k | 403.84 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.5k | 526.58 | |
| Progressive Corporation (PGR) | 0.4 | $1.3M | 5.5k | 239.61 | |
| Eaton Corp SHS (ETN) | 0.4 | $1.3M | 4.0k | 331.87 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.3M | 7.0k | 187.51 | |
| Oracle Corporation (ORCL) | 0.4 | $1.3M | 7.6k | 166.64 | |
| FedEx Corporation (FDX) | 0.4 | $1.3M | 4.5k | 281.33 | |
| McDonald's Corporation (MCD) | 0.4 | $1.3M | 4.3k | 289.90 | |
| Morgan Stanley Com New (MS) | 0.4 | $1.2M | 9.8k | 125.72 | |
| AmerisourceBergen (COR) | 0.4 | $1.2M | 5.4k | 224.68 | |
| Metropcs Communications (TMUS) | 0.4 | $1.2M | 5.4k | 220.73 | |
| Best Buy (BBY) | 0.4 | $1.2M | 14k | 85.80 | |
| Qualcomm (QCOM) | 0.3 | $1.1M | 7.3k | 153.62 | |
| Target Corporation (TGT) | 0.3 | $1.0M | 7.6k | 135.18 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.0M | 8.3k | 122.59 | |
| Ge Aerospace Com New (GE) | 0.3 | $942k | 5.6k | 166.79 | |
| Pepsi (PEP) | 0.3 | $924k | 6.1k | 152.06 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $864k | 5.0k | 173.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $840k | 2.4k | 351.79 | |
| CRH Ord (CRH) | 0.3 | $826k | 8.9k | 92.52 | |
| Anthem (ELV) | 0.3 | $821k | 2.2k | 368.90 | |
| Medtronic SHS (MDT) | 0.2 | $794k | 9.9k | 79.88 | |
| Cme (CME) | 0.2 | $762k | 3.3k | 232.23 | |
| Union Pacific Corporation (UNP) | 0.2 | $757k | 3.3k | 228.04 | |
| Blackrock (BLK) | 0.2 | $755k | 736.00 | 1025.11 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $741k | 3.5k | 212.41 | |
| McKesson Corporation (MCK) | 0.2 | $704k | 1.2k | 569.91 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $693k | 9.6k | 72.23 | |
| Goldman Sachs (GS) | 0.2 | $687k | 1.2k | 572.62 | |
| Constellation Energy (CEG) | 0.2 | $663k | 3.0k | 223.71 | |
| Philip Morris International (PM) | 0.2 | $632k | 5.3k | 120.35 | |
| Wec Energy Group (WEC) | 0.2 | $629k | 6.7k | 94.04 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $628k | 11k | 59.73 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $587k | 923.00 | 636.03 | |
| Extra Space Storage (EXR) | 0.2 | $585k | 3.9k | 149.60 | |
| Realty Income (O) | 0.2 | $519k | 9.7k | 53.41 | |
| Corebridge Finl (CRBG) | 0.2 | $507k | 17k | 29.93 | |
| Boyd Gaming Corporation (BYD) | 0.1 | $435k | 6.0k | 72.54 | |
| Eli Lilly & Co. (LLY) | 0.1 | $422k | 546.00 | 772.00 | |
| Southwest Gas Corporation (SWX) | 0.1 | $403k | 5.7k | 70.71 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $398k | 6.0k | 66.06 | |
| Boston Scientific Corporation (BSX) | 0.1 | $380k | 4.3k | 89.32 | |
| American Express Company (AXP) | 0.1 | $322k | 1.1k | 296.79 | |
| Ge Vernova (GEV) | 0.1 | $285k | 867.00 | 328.93 | |
| General Dynamics Corporation (GD) | 0.1 | $264k | 1.0k | 263.49 | |
| Meta Platforms Cl A (META) | 0.1 | $242k | 414.00 | 585.51 | |
| Stewart Information Services Corporation (STC) | 0.1 | $236k | 3.5k | 67.49 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $230k | 924.00 | 248.81 | |
| Emerson Electric (EMR) | 0.1 | $224k | 1.8k | 123.93 | |
| Advanced Micro Devices (AMD) | 0.1 | $224k | 1.9k | 120.79 | |
| Constellation Brands Cl A (STZ) | 0.1 | $221k | 1.0k | 221.00 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $216k | 2.6k | 83.54 | |
| Coca-Cola Company (KO) | 0.1 | $214k | 3.4k | 62.26 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $213k | 2.6k | 81.58 | |
| Wells Fargo & Company (WFC) | 0.1 | $211k | 3.0k | 70.24 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $201k | 5.3k | 37.53 |
