BW
| |
Buckley Wealth Management, LLC13F | |
| Buckley Wealth Management, LLC | |
| Last update 2025-05-15 | 96 Stocks (4 new) |
| Value $321.00 Mil | Turnover 3 % |
Buckley Wealth Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 158,969 | 35,311.7 | -0.29% | 10.980 | -0.04% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 71,576 | 26,868.9 | +1.56% | 8.360 | +0.13% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
BRK.B | Berkshire Hathaway Inc | 39,138 | 20,844.0 | -1.82% | 6.480 | -0.10% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
CVX | Chevron Corp | 116,825 | 19,543.7 | -0.92% | 6.080 | -0.05% | 0.010 | +10.61% | +6.01% | 305,065.2 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 61,021 | 14,968.5 | -3.43% | 4.660 | -0.16% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
AMZN | Amazon.com Inc | 77,368 | 14,720.0 | +0.81% | 4.580 | +0.04% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 86,012 | 13,301.0 | +1.10% | 4.140 | +0.05% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
XOM | Exxon Mobil Corp | 109,974 | 13,079.2 | -0.17% | 4.070 | -0.01% | 0.000 | +1.14% | +2.74% | 467,768.2 | Oil & Gas | |
AMGN | Amgen Inc | 32,918 | 10,255.6 | -1.64% | 3.190 | -0.04% | 0.010 | +10.77% | +19.28% | 164,371.4 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 59,950 | 9,942.2 | -2.11% | 3.090 | -0.06% | 0.000 | +7.37% | +18.05% | 404,051.9 | Drug Manufacturers |
Buckley Wealth Management, LLC's Historical Top Holdings Breakdowns
Buckley Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.35% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 58.86% | 28,118 | 10,418 | |
LIN | Linde PLC | 2025-03-31 | Reduce Reduce | -0.34% | 412.91 ($450.21) 468.77 | $472.02 | 4.84% | Reduce -50.21% | 2,641 | -2,663 | |
NEE | NextEra Energy Inc | 2025-03-31 | Add Add | +0.34% | 66.96 ($70.58) 76.16 | $77.54 | 9.86% | Add 39.72% | 53,915 | 15,327 | |
QCOM | Qualcomm Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 151.94 ($163) 175.86 | $157.99 | -3.07% | Sold Out | 0 | -7,290 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.33% | 19.1 ($21.88) 27.39 | $23.24 | 6.22% | Reduce -59.7% | 35,850 | -53,099 | |
SYF | Synchrony Financial | 2025-03-31 | New Buy New Buy | +0.32% | 51.9 ($61.84) 70.63 | $70.66 | 14.26% | New holding | 19,295 | 19,295 | |
MPC | Marathon Petroleum Corp | 2025-03-31 | Reduce Reduce | -0.30% | 134.72 ($147.98) 159.03 | $175.25 | 18.43% | Reduce -49.04% | 7,300 | -7,025 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | New Buy New Buy | +0.30% | 65.15 ($77.89) 91.81 | $76.00 | -2.43% | New holding | 14,840 | 14,840 | |
ANET | Arista Networks Inc | 2025-03-31 | New Buy New Buy | +0.27% | 77.48 ($101.39) 129.82 | $109.78 | 8.27% | New holding | 11,110 | 11,110 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Reduce Reduce | -0.25% | 58.74 ($61.57) 64.87 | $68.16 | 10.70% | Reduce -9.25% | 133,619 | -13,618 |
Buckley Wealth Management, LLC Total Holding History ($B)
Buckley Wealth Management, LLC's Asset Allocation
Buckley Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Buckley Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Buckley Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Buckley Wealth Management, LLC's Holdings Heat Map
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Buckley Wealth Management, LLC's Holdings Bubble Chart
Buckley Wealth Management, LLC News
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