Top 50 Buckley Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.06% | 155.3K | $39.4M | +0.26%(+410) | $46.88(+536.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.59% | 69.8K | $25.8M | +2.64%(+1.79K) | $125.61(+225.95%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 6.24% | 118.1K | $24.4M | -1.74%(-2.10K) | $109.20(+70.91%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.22% | 84.8K | $24.4M | -1.31%(-1.13K) | $62.90(+537.66%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.39% | 44.1K | $21.1M | +4.17%(+1.76K) | $231.28(+109.30%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 4.62% | 106.6K | $18.1M | -2.78%(-3.05K) | $83.80(+82.31%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.51% | 60.1K | $17.7M | +3.86%(+2.23K) | $116.30(+157.87%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.22% | 79.3K | $16.5M | +5.62%(+4.22K) | $79.93(+234.31%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.69% | 59.1K | $14.5M | -0.28%(-167) | $144.21(+60.05%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.62% | 14.2K | $14.2M | +1.02%(+144) | $422.19(+146.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.87% | +59.61% |
| Top 20 Holdings Unweighted | +13.66% | +46.84% |
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