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Buckley Wealth Management, LLC

Portfolio Manager
Buckley Wealth Management, LLC
Performance
+4.94% (2025 Q4)
AUM (13F)
$391.85M
# of Holdings
103
Performance Rank
Allocation (Top 20)
72.7%

Buckley Wealth Management, LLC Holdings Map

Top 50 Buckley Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.06%155.3K$39.4M
+0.26%(+410)
2025-Q1: 159.0K shares2025-Q2: 157.5K shares2025-Q3: 156.5K shares2025-Q4: 154.9K shares2026-Q1: 155.3K shares
$46.88(+536.06%)
2026-03-31
MSFT
MICROSOFT CORP
6.59%69.8K$25.8M
+2.64%(+1.79K)
2025-Q1: 71.6K shares2025-Q2: 69.3K shares2025-Q3: 68.2K shares2025-Q4: 68.0K shares2026-Q1: 69.8K shares
$125.61(+225.95%)
2026-03-31
CVX
CHEVRON CORPORATION
6.24%118.1K$24.4M
-1.74%(-2.10K)
2025-Q1: 116.8K shares2025-Q2: 120.6K shares2025-Q3: 119.7K shares2025-Q4: 120.2K shares2026-Q1: 118.1K shares
$109.20(+70.91%)
2026-03-31
GOOGL
ALPHABET INC
6.22%84.8K$24.4M
-1.31%(-1.13K)
2025-Q1: 86.0K shares2025-Q2: 85.7K shares2025-Q3: 88.5K shares2025-Q4: 85.9K shares2026-Q1: 84.8K shares
$62.90(+537.66%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.39%44.1K$21.1M
+4.17%(+1.76K)
2025-Q1: 39.1K shares2025-Q2: 39.3K shares2025-Q3: 41.8K shares2025-Q4: 42.3K shares2026-Q1: 44.1K shares
$231.28(+109.30%)
2026-03-31
XOM
EXXON MOBIL CORP
4.62%106.6K$18.1M
-2.78%(-3.05K)
2025-Q1: 110.0K shares2025-Q2: 108.3K shares2025-Q3: 109.7K shares2025-Q4: 109.7K shares2026-Q1: 106.6K shares
$83.80(+82.31%)
2026-03-31
JPM
JPMORGAN CHASE & CO
4.51%60.1K$17.7M
+3.86%(+2.23K)
2025-Q1: 61.0K shares2025-Q2: 59.0K shares2025-Q3: 58.4K shares2025-Q4: 57.9K shares2026-Q1: 60.1K shares
$116.30(+157.87%)
2026-03-31
AMZN
AMAZON COM INC
4.22%79.3K$16.5M
+5.62%(+4.22K)
2025-Q1: 77.4K shares2025-Q2: 75.7K shares2025-Q3: 75.4K shares2025-Q4: 75.1K shares2026-Q1: 79.3K shares
$79.93(+234.31%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.69%59.1K$14.5M
-0.28%(-167)
2025-Q1: 60.0K shares2025-Q2: 60.8K shares2025-Q3: 59.6K shares2025-Q4: 59.3K shares2026-Q1: 59.1K shares
$144.21(+60.05%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.62%14.2K$14.2M
+1.02%(+144)
2025-Q1: 10.1K shares2025-Q2: 9.9K shares2025-Q3: 13.0K shares2025-Q4: 14.1K shares2026-Q1: 14.2K shares
$422.19(+146.63%)
2026-03-31

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