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
$99.7B
$1.31 Million 0.37% of portfolio
6,800
Q2 2025 Reduced 6.85%
$224B
$1.33 Million 0.37% of portfolio
4,370
Q3 2025 Added 0.67%
$328B
$1.32 Million 0.37% of portfolio
4,402
Q3 2025 Reduced 26.2%
$68.9B
$1.27 Million 0.36% of portfolio
5,400
Q3 2025 Added 18.68%
$39.2B
$1.29 Million 0.36% of portfolio
7,680
Q3 2025 Added 0.52%
$140B
$1.21 Million 0.34% of portfolio
4,802
Q3 2025 Reduced 52.38%
$41.4B
$1.18 Million 0.33% of portfolio
13,159
Q3 2025 Added 50.05%
$31.5B
$1.11 Million 0.31% of portfolio
15,234
Q3 2025 Added 8.66%
$71.6B
$1.07 Million 0.3% of portfolio
15,925
Q3 2025 Added 7.31%
$300B
$1.06 Million 0.3% of portfolio
3,081
Q3 2025 Reduced 7.97%
$111B
$966,000 0.27% of portfolio
2,936
Q3 2025 Reduced 3.2%
$269B
$978,000 0.27% of portfolio
4,087
Q3 2025 Reduced 10.65%
$128B
$923,000 0.26% of portfolio
9,697
Q3 2025 Reduced 2.58%
$121B
$920,000 0.26% of portfolio
1,192
Q3 2025 Reduced 2.3%
$85.9B
$938,000 0.26% of portfolio
4,251
Q3 2025 Added 1.6%
$38.4B
$912,000 0.26% of portfolio
4,929
Q3 2025 Reduced 8.38%
$237B
$878,000 0.25% of portfolio
5,416
Q3 2025 Reduced 0.5%
$107B
$849,000 0.24% of portfolio
1,120
Q3 2025 Added 2.38%
$100B
$857,000 0.24% of portfolio
3,173
Q3 2025 Reduced 3.08%
$136B
$767,000 0.22% of portfolio
3,246
Q3 2025 Reduced 4.19%
$6.08B
$742,000 0.21% of portfolio
7,340
Q3 2025 Added 1.8%
$35B
$757,000 0.21% of portfolio
6,614
Q3 2025 Reduced 3.06%
$89.7B
$680,000 0.19% of portfolio
3,375
Q3 2025 Reduced 2.99%
$204B
$677,000 0.19% of portfolio
4,826
Q3 2025 Reduced 4.89%
$18.8B
$689,000 0.19% of portfolio
21,522
Q3 2025 Reduced 2.51%
$971B
$580,000 0.16% of portfolio
761
Q3 2025 Reduced 6.28%
$35.1B
$570,000 0.16% of portfolio
9,384
Q3 2025 Reduced 3.12%
$17.8B
$533,000 0.15% of portfolio
3,783
Q3 2025 Reduced 3.2%
$8.52B
$518,000 0.15% of portfolio
6,000
Q3 2024 Reduced 2.44%
$5.45B
$415,000 0.12% of portfolio
5,300
Q3 2025 Reduced 7.02%
$132B
$402,000 0.11% of portfolio
1,910
Q2 2025 New
$3.25B
$358,000 0.1% of portfolio
3,408
Q2 2025 New
$94.5B
$341,000 0.1% of portfolio
1,000
Q4 2023 New
$1.37T
$306,000 0.09% of portfolio
418
Q2 2025 Added 0.97%
$255B
$337,000 0.09% of portfolio
1,017
Q3 2025 Added 0.39%
$388B
$291,000 0.08% of portfolio
1,800
Q3 2025 Reduced 7.69%
$147B
$267,000 0.08% of portfolio
2,737
Q3 2025 Reduced 28.85%
$306B
$234,000 0.07% of portfolio
3,540
Q1 2025 Added 2.91%
$75.4B
$235,000 0.07% of portfolio
1,796
Q3 2025 Added 2.22%
$11.5B
$235,000 0.07% of portfolio
926
Q3 2025 Added 3.12%
$143B
$238,000 0.07% of portfolio
7,100
Q3 2025 Reduced 60.56%
$317B
$209,000 0.06% of portfolio
2,500
Q2 2025 Reduced 16.67%
$8.51B
$223,000 0.06% of portfolio
2,582
Q2 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.36%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 18.03%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.65%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.73%
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Added 10.8%

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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