Buckley Wealth Management, LLC Portfolio Holdings

Buckley Wealth Management, LLC

  • $356 Million
  • Q3 2025

Buckley Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $356 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.9M, Microsoft Corp with a value of $35.3M, Alphabet Inc. with a value of $21.5M, Berkshire Hathaway Inc Class B with a value of $21M, and Chevron Corp with a value of $18.6M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $327M to 356M.

Below you can find more details about Buckley Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
Technology: $96.5 Million
Financial Services: $56.2 Million
Energy: $37.8 Million
Healthcare: $37.4 Million
Consumer Cyclical: $29.3 Million
Communication Services: $27.4 Million
Consumer Defensive: $27 Million
Industrials: $23.5 Million
Other: $20.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$39.9 Million 11.2% of portfolio
156,522
Q3 2025 Reduced 0.64%
$3.78T
$35.3 Million 9.93% of portfolio
68,192
Q3 2025 Reduced 1.58%
$1.65T
$21.5 Million 6.04% of portfolio
88,456
Q3 2025 Added 3.2%
$662B
$21 Million 5.9% of portfolio
41,767
Q3 2025 Added 6.21%
$303B
$18.6 Million 5.22% of portfolio
119,655
Q3 2025 Reduced 0.8%
$881B
$18.4 Million 5.18% of portfolio
58,447
Q3 2025 Reduced 0.85%
$2.39T
$16.5 Million 4.65% of portfolio
75,374
Q3 2025 Reduced 0.46%
$490B
$12.4 Million 3.48% of portfolio
109,718
Q3 2025 Added 1.35%
$404B
$12 Million 3.38% of portfolio
13,006
Q3 2025 Added 31.51%
$522B
$11 Million 3.1% of portfolio
59,588
Q3 2025 Reduced 1.92%
$183B
$9.35 Million 2.63% of portfolio
33,148
Q3 2025 Reduced 0.44%
$346B
$9 Million 2.53% of portfolio
58,549
Q3 2025 Added 2.75%
$319B
$8.89 Million 2.5% of portfolio
129,885
Q3 2025 Reduced 1.35%
$168B
$5.77 Million 1.62% of portfolio
76,467
Q3 2025 Added 8.43%
$465B
$5.22 Million 1.47% of portfolio
27,997
Q3 2025 Reduced 2.05%
$6.49B
$5.02 Million 1.41% of portfolio
38,005
Q3 2025 Reduced 2.56%
$291B
$4.37 Million 1.23% of portfolio
9,150
Q3 2025 Reduced 0.44%
$91.4B
$4.22 Million 1.19% of portfolio
27,177
Q3 2025 Reduced 0.91%
$367B
$4.2 Million 1.18% of portfolio
10,371
Q3 2025 Reduced 0.58%
$414B
$3.76 Million 1.06% of portfolio
16,259
Q3 2025 Reduced 0.59%
$19.9B
$3.32 Million 0.93% of portfolio
42,571
Q3 2025 Reduced 6.01%
$139B
$3.19 Million 0.9% of portfolio
9,656
Q3 2025 Reduced 14.7%
$181B
$2.81 Million 0.79% of portfolio
99,424
Q3 2025 Reduced 1.56%
$170B
$2.66 Million 0.75% of portfolio
18,424
Q3 2025 Reduced 6.55%
$141B
$2.6 Million 0.73% of portfolio
102,026
Q3 2025 Added 6.3%
$413B
$2.41 Million 0.68% of portfolio
46,779
Q3 2025 Reduced 1.03%
$190B
$2.14 Million 0.6% of portfolio
21,084
Q3 2025 Reduced 3.62%
$123B
$2.01 Million 0.56% of portfolio
4,020
Q3 2025 Added 5.79%
$1.74T
$1.8 Million 0.51% of portfolio
7,404
Q3 2025 Added 0.12%
$593B
$1.75 Million 0.49% of portfolio
6,216
Q3 2025 Reduced 1.29%
$16.1B
$1.75 Million 0.49% of portfolio
76,206
Q3 2025 Reduced 20.12%
$8.26B
$1.6 Million 0.45% of portfolio
8,459
Q3 2025 Reduced 3.77%
$70.1B
$1.6 Million 0.45% of portfolio
9,374
Q3 2025 Reduced 1.17%
$533B
$1.57 Million 0.44% of portfolio
4,585
Q3 2025 Reduced 2.11%
$114B
$1.56 Million 0.44% of portfolio
7,210
Q3 2025 Added 567.59%
$4.55B
$1.58 Million 0.44% of portfolio
25,631
Q3 2025 Added 190.57%
$47.8B
$1.53 Million 0.43% of portfolio
22,721
Q3 2025 Reduced 4.16%
$74.3B
$1.52 Million 0.43% of portfolio
23,975
Q3 2025 Reduced 0.68%
$1.29T
$1.48 Million 0.42% of portfolio
3,329
Q1 2025 Added 0.6%
$96.9B
$1.5 Million 0.42% of portfolio
3,549
Q3 2025 Added 1.81%
$37.9B
$1.45 Million 0.41% of portfolio
17,653
Q3 2025 Added 2.16%
$140B
$1.42 Million 0.4% of portfolio
3,784
Q3 2025 Reduced 1.71%
$512B
$1.41 Million 0.4% of portfolio
2,484
Q3 2025 Reduced 1.82%
$270B
$1.38 Million 0.39% of portfolio
8,703
Q3 2025 Reduced 2.63%
$177B
$1.38 Million 0.39% of portfolio
7,103
Q3 2025 Reduced 0.22%
$17B
$1.4 Million 0.39% of portfolio
18,545
Q3 2025 Added 30.78%
$132B
$1.36 Million 0.38% of portfolio
5,495
Q3 2025 Reduced 0.18%
$32.9B
$1.36 Million 0.38% of portfolio
19,209
Q3 2025 Reduced 0.45%
$53.8B
$1.3 Million 0.37% of portfolio
8,282
Q3 2025 Reduced 25.23%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $356 Million
  • Prior Value $327 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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