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CIK: 0001730126
Total reported value
$404.3M
$404.3M
96 檔
29.1%
The Q1 2025 SEC filing reveals that Buckley Wealth Management, LLC held a total portfolio value of $404.3M, covering 96 public equity positions.
In Q1 2025, Buckley Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.98% | +0.95% | -0.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.36% | +0.06% | +1.56% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.48% | +0.27% | -1.82% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 6.08% | -1.45% | -0.92% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.66% | +0.35% | -3.43% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.58% | +0.44% | +0.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.14% | +1.33% | +1.10% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 4.07% | -4.62% | EXIT | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 3.19% | -0.03% | -1.64% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.09% | +0.01% | -2.11% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.96% | -0.46% | -0.46% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | +0.04% | -0.74% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.57% | +0.92% | -9.25% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.67% | +0.43% | -0.83% | |
| 15 | MMM | 3m Co | Stock-Industrials | 1.31% | +0.09% | -2.05% | |
| 16 | DOW | Dow Inc | Stock-Materials | 1.27% | -0.22% | +11.96% | |
| 17 | IDA | Idacorp Inc | Stock-Utilities | 1.27% | +0.03% | -1.40% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | +0.04% | -0.57% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.19% | — | +39.72% | |
| 20 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.09% | -0.37% | EXIT | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.10% | +0.20% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.21% | +58.86% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.49% | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.89% | -0.16% | -14.70% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 0.84% | -0.16% | +1.46% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.07% | +0.57% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.04% | +1.73% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | — | -1.09% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.16% | -9.59% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | — | +1.35% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.11% | +4.11% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.07% | +0.38% | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.50% | -0.11% | +6.95% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.49% | — | +0.81% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.49% | -0.03% | -0.61% | |
| 36 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.49% | +0.02% | +0.13% | |
| 37 | TRGP | Targa Resources CORP | Stock-Energy | 0.48% | -0.08% | -5.96% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.47% | -0.05% | +1.21% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.45% | -0.03% | -14.37% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.33% | EXIT | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.43% | -0.04% | -0.57% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.43% | +0.08% | +2.06% | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.43% | +0.06% | +0.56% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.06% | +0.81% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.18% | +1.21% | |
| 46 | R | Ryder System Inc | Stock-Industrials | 0.39% | +0.08% | -7.89% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.39% | -0.14% | +14.98% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.38% | +0.02% | -50.21% | |
| 49 | GE | General Electric | Stock-Industrials | 0.38% | +0.13% | +7.88% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.37% | -0.08% | -17.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | CVX | Chevron CORP | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | AMGN | Amgen Inc | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 14 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 15 | MMM | 3m Co | — | NEW | New buy |
| 16 | DOW | Dow Inc | — | NEW | New buy |
| 17 | IDA | Idacorp Inc | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 20 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 21 | ABBV | Abbvie Inc | — | NEW | New buy |
| 22 | NVDA | Nvidia CORP | — | NEW | New buy |
| 23 | CAT | Caterpillar Inc | — | NEW | New buy |
| 24 | T | At&t Inc | — | NEW | New buy |
| 25 | PFE | Pfizer Inc | — | NEW | New buy |
| 26 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 27 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 28 | BAC | Bank Of America CORP | — | NEW | New buy |
| 29 | AVGO | Broadcom Inc | — | NEW | New buy |
| 30 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 33 | KR | Kroger Co | — | NEW | New buy |
| 34 | PGR | Progressive CORP | — | NEW | New buy |
| 35 | C | Citigroup Inc | — | NEW | New buy |
| 36 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 37 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 38 | COR | Cencora Inc | — | NEW | New buy |
| 39 | WMB | Williams Cos Inc | — | NEW | New buy |
| 40 | MA | Mastercard Inc - A | — | NEW | New buy |
| 41 | OKE | Oneok Inc | — | NEW | New buy |
| 42 | TT | Trane Technologies plc | — | NEW | New buy |
| 43 | SYY | Sysco CORP | — | NEW | New buy |
| 44 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 45 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 46 | R | Ryder System Inc | — | NEW | New buy |
| 47 | VLO | Valero Energy CORP | — | NEW | New buy |
| 48 | LIN | Linde plc | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | TMUS | T-mobile US Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 96 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, BRK-B) accounted for 29.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $35.3M
During Q1 2025, Buckley Wealth Management, LLC's top holdings by market value included AAPL (11.0%)、MSFT (8.4%)、BRK-B (6.5%). The largest single position, AAPL, represented 11.0% of total portfolio value.
In Q1 2025, Buckley Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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