Buckley Wealth Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Buckley Wealth Management, LLC reported 105 stock positions worth $311.9 million. Its top holding was Microsoft (MSFT) at 9.8% of the portfolio, followed by Apple (AAPL, 9.2%) and Chevron (CVX, 5.8%). Compared with Q4 2023, it opened 8 new positions, sold out of 4, added to 25 and reduced 64. The biggest buy was Idacorp (IDA, shares +273%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001730126
Portfolio Value
$311.9M (Q1 2024)
SEC Filing
0001085146-24-001842 ↗ filed Apr 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $311.9M $311.9M Q1 2024 Q2 2024: $315.5M Q2 2024 Q3 2024: $324.6M Q3 2024 Q4 2024: $326.6M Q4 2024 Q1 2025: $321.5M Q1 2025 Q2 2025: $334.1M Q2 2025 Q3 2025: $365.2M Q3 2025 Q4 2025: $377.2M Q4 2025 Q1 2026: $391.8M Q1 2026 Q2 2026: $404.3M Q2 2026

Holdings 105 stocks · $311.9M
MSFT Microsoft Corp. 9.76% 72,325 $30.4M Reduce -2.3%
AAPL Apple Inc. 9.23% 167,778 $28.8M Reduce -0.5%
CVX Chevron Corp. 5.76% 113,928 $18.0M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 5.57% 41,276 $17.4M Reduce -1.0%
AMZN Amazon.com Inc. 4.47% 77,366 $14.0M Reduce -1.8%
GOOGL Alphabet Inc. Class A 4.29% 88,725 $13.4M Reduce -1.2%
JPM JPMorgan Chase & Co. 4.17% 64,851 $13.0M Reduce -2.7%
XOM Exxon Mobil Corp. 3.87% 103,786 $12.1M Add +11.1%
PG The Procter & Gamble Co. 2.98% 57,326 $9.3M Reduce -2.5%
JNJ Johnson & Johnson 2.80% 55,139 $8.7M Add +2.7%
MRK Merck & Co. Inc. 2.69% 63,523 $8.4M Reduce -0.6%
CSCO Cisco Systems Inc. 2.58% 161,515 $8.1M Reduce -1.9%
COST Costco Wholesale Corp. 2.52% 10,709 $7.8M Reduce -4.7%
AMGN Amgen Inc. 2.39% 26,268 $7.5M Reduce -0.8%
INTC Intel Corp. 2.18% 154,043 $6.8M Add +15.9%
HD Home Depot Inc. 1.40% 11,393 $4.4M Reduce -3.2%
DOW Dow Inc. 1.37% 73,576 $4.3M Reduce -3.5%
PFE Pfizer Inc. 1.37% 153,564 $4.3M Reduce -0.4%
IDA Idacorp Inc. 1.14% 38,425 $3.6M Add +273.1%
DD Dupont DE Nemours Inc. 1.12% 45,511 $3.5M Add +3.4%
CAT Caterpillar Inc. 1.10% 9,347 $3.4M Reduce -0.3%
MMM 3M Co. 1.02% 29,889 $3.2M Add +36.7%
MPC Marathon Petroleum Corp. 0.97% 15,060 $3.0M Reduce -7.1%
ABBV Abbvie Inc. 0.94% 16,079 $2.9M Reduce -1.1%
NVDA Nvidia Corp. 0.85% 2,940 $2.7M Reduce -3.2%
NEE Nextera Energy Inc. 0.80% 39,262 $2.5M Add +18.1%
LIN Linde PLC 0.78% 5,212 $2.4M Reduce -3.1%
LOW Lowe's Cos Inc. 0.77% 9,462 $2.4M Reduce -2.4%
T AT&T Inc. 0.75% 133,700 $2.4M Reduce -2.9%
NEM Newmont Corp. 0.73% 63,715 $2.3M Add +2.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.59% 18,276 $1.9M Reduce -1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.57% 46,518 $1.8M Reduce -1.2%
LMT Lockheed Martin Corp. 0.56% 3,815 $1.7M Reduce -1.3%
UNH Unitedhealth Group Inc. 0.52% 3,259 $1.6M Reduce -12.2%
AVGO Broadcom Inc. 0.49% 1,153 $1.5M Add +0.7%
GE General Electric 0.48% 8,545 $1.5M Reduce -2.2%
TGT Target Corp. 0.45% 7,915 $1.4M Reduce -2.0%
ETN Eaton Corp. PLC 0.44% 4,395 $1.4M Reduce -1.5%
GOOG Alphabet Inc. Class C 0.42% 8,623 $1.3M Reduce -10.8%
COR Cencora Inc. 0.42% 5,345 $1.3M Reduce -7.0%
QCOM Qualcomm Inc. 0.41% 7,545 $1.3M Reduce -1.6%
KR Kroger Co. 0.41% 22,310 $1.3M New
V Visa Inc. Class A 0.41% 4,558 $1.3M Reduce -2.4%
VLO Valero Energy Corp. 0.40% 7,395 $1.3M Reduce -0.1%
SYY Sysco Corp. 0.40% 15,427 $1.3M Reduce -0.4%
CAH Cardinal Health Inc. 0.40% 11,057 $1.2M Reduce -2.5%
MA Mastercard Inc. Class A 0.38% 2,460 $1.2M Reduce -1.2%
WMB Williams Cos Inc. 0.37% 29,955 $1.2M Reduce -1.0%
R Ryder System Inc. 0.37% 9,495 $1.1M Reduce -1.0%
TT Trane Technologies PLC 0.37% 3,794 $1.1M Reduce -2.9%
JNPR Juniper Networks Inc. 0.36% 30,640 $1.1M Add +0.5%
OKE Oneok Inc. 0.36% 14,115 $1.1M Reduce -0.3%
ELV Elevance Health Inc. 0.36% 2,162 $1.1M Add +0.8%
FDX FedEx Corp. 0.35% 3,805 $1.1M Add +1.5%
PEP Pepsico Inc. 0.34% 5,972 $1.0M Reduce -2.1%
ACN Accenture PLC Class A 0.33% 2,999 $1.0M Reduce -2.7%
FERG Ferguson Jersey Ltd. 0.33% 4,740 $1.0M Reduce -3.3%
TXN Texas Instruments Inc. 0.33% 5,900 $1.0M Add +1.1%
MSCI MSCI Inc. 0.33% 1,830 $1.0M No change
MCD McDonald's Corp. 0.32% 3,535 $997K Reduce -0.3%
MS Morgan Stanley 0.28% 9,388 $884K Add +1.4%
MCK McKesson Corp. 0.28% 1,608 $863K Add +3.1%
BMY Bristol-Myers Squibb Co. 0.27% 15,732 $853K Reduce -5.2%
MDT Medtronic PLC 0.27% 9,577 $835K Reduce -2.4%
TMUS T-Mobile US Inc. 0.27% 5,072 $828K Add +3.2%
NXPI NXP Semiconductors NV 0.26% 3,295 $816K Reduce -2.3%
WBA Walgreens Boots Alliance Inc. 0.26% 37,335 $810K Add +2.1%
UNP Union Pacific Corp. 0.25% 3,125 $769K Reduce -8.7%
CDW CDW Corp. 0.24% 2,911 $745K Reduce -2.7%
LRCX Lam Research Corp. 0.24% 764 $742K Reduce -2.4%
CRH CRH PLC 0.23% 8,493 $733K New
HUM Humana Inc. 0.23% 2,050 $711K Add +3.8%
MDLZ Mondelez International Inc. Class A 0.23% 10,081 $706K Reduce -3.3%
CME Cme Group Inc. 0.22% 3,144 $677K Add +0.9%
MRSH Marsh & McLennan Cos 0.22% 3,273 $674K Reduce -2.9%
TSLA Tesla Inc. 0.20% 3,559 $626K Add +2.9%
CVS CVS Health Corp. 0.20% 7,724 $616K Add +4.8%
BLK BlackRock Finance Inc. 0.19% 703 $586K Add +1.7%
ORCL Oracle Corp. 0.18% 4,489 $564K Reduce -2.2%
EXR Extra Space Storage Inc. 0.18% 3,751 $551K Add +1.4%
GS Goldman Sachs Group Inc. 0.17% 1,300 $543K Reduce -7.1%
WEC WEC Energy Group Inc. 0.17% 6,331 $520K Reduce -0.3%
O Realty Income Corp. 0.16% 9,276 $502K Add +3.8%
NXST Nexstar Media Group Inc. 0.15% 2,801 $483K Add +4.4%
SWX Southwest Gas Holdings Inc. 0.15% 6,000 $457K Reduce -7.7%
PM Philip Morris International 0.14% 4,677 $429K Reduce -0.7%
STC Stewart Information Services 0.13% 6,463 $420K No change
BYD Boyd Gaming Corp. 0.13% 6,150 $414K Reduce -0.7%
LLY Eli Lilly & Co. 0.12% 493 $384K New
AIG American International Group 0.11% 4,500 $352K No change
CEG Constellation Energy 0.11% 1,851 $342K New
BSX Boston Scientific Corp. 0.11% 4,805 $329K Reduce -19.4%
CMCSA Comcast Corp. Class A 0.10% 7,251 $314K Reduce -8.9%
AMD Advanced Micro Devices 0.09% 1,600 $289K No change
GD General Dynamics Corp. 0.09% 1,000 $282K No change
STZ Constellation Brands Inc. Class A 0.09% 1,000 $272K No change
KO The Coca-Cola Co. 0.09% 4,440 $272K No change
AXP American Express Co. 0.08% 1,151 $262K Reduce -7.0%
EMR Emerson Electric Co. 0.08% 2,084 $236K Reduce -4.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,790 $219K New
C Citigroup Inc. 0.07% 3,452 $218K New
RNR Renaissancere Holdings Ltd. 0.07% 924 $217K New
PYPL PayPal Holdings Inc. 0.07% 3,160 $212K Reduce -3.1%
WAL Western Alliance Bancorp 0.06% 3,142 $202K No change
META Meta Platforms Inc. Class A 0.06% 414 $201K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.5% 9.23% −2.05
PARAA Paramount Global Class B Sold out 0.00% −0.38
CSCO Cisco Systems Inc. Reduce -1.9% 2.58% −0.30
AMGN Amgen Inc. Reduce -0.8% 2.39% −0.25
FNF Fidelity National Financial Sold out 0.00% −0.21
PFE Pfizer Inc. Reduce -0.4% 1.37% −0.17
UNH Unitedhealth Group Inc. Reduce -12.2% 0.52% −0.16
HON Honeywell International Inc. Sold out 0.00% −0.15
CVX Chevron Corp. Reduce -0.1% 5.76% −0.14
DOW Dow Inc. Reduce -3.5% 1.37% −0.08
BA The Boeing Co. Sold out 0.00% −0.08
GOOGL Alphabet Inc. Class A Reduce -1.2% 4.29% −0.06
COST Costco Wholesale Corp. Reduce -4.7% 2.52% −0.06
GOOG Alphabet Inc. Class C Reduce -10.8% 0.42% −0.05
LMT Lockheed Martin Corp. Reduce -1.3% 0.56% −0.05
T AT&T Inc. Reduce -2.9% 0.75% −0.05
MCD McDonald's Corp. Reduce -0.3% 0.32% −0.05
UNP Union Pacific Corp. Reduce -8.7% 0.25% −0.05
ACN Accenture PLC Class A Reduce -2.7% 0.33% −0.04
MDLZ Mondelez International Inc. Class A Reduce -3.3% 0.23% −0.04
PEP Pepsico Inc. Reduce -2.1% 0.34% −0.02
BMY Bristol-Myers Squibb Co. Reduce -5.2% 0.27% −0.02
CMCSA Comcast Corp. Class A Reduce -8.9% 0.10% −0.02
WEC WEC Energy Group Inc. Reduce -0.3% 0.17% −0.02
R Ryder System Inc. Reduce -1.0% 0.37% −0.02
PM Philip Morris International Reduce -0.7% 0.14% −0.02
HD Home Depot Inc. Reduce -3.2% 1.40% −0.01
BSX Boston Scientific Corp. Reduce -19.4% 0.11% −0.01
V Visa Inc. Class A Reduce -2.4% 0.41% −0.01
GS Goldman Sachs Group Inc. Reduce -7.1% 0.17% −0.01
MDT Medtronic PLC Reduce -2.4% 0.27% −0.01
TJX TJX Companies Inc. Reduce -1.9% 0.59% −0.01
PG The Procter & Gamble Co. Reduce -2.5% 2.98% −0.01
NXPI NXP Semiconductors NV Reduce -2.3% 0.26% −0.01
MRSH Marsh & McLennan Cos Reduce -2.9% 0.22% −0.01
BYD Boyd Gaming Corp. Reduce -0.7% 0.13% −0.00
PYPL PayPal Holdings Inc. Reduce -3.1% 0.07% −0.00
CAH Cardinal Health Inc. Reduce -2.5% 0.40% −0.00
EMR Emerson Electric Co. Reduce -4.3% 0.08% +0.00
CDW CDW Corp. Reduce -2.7% 0.24% +0.00
SWX Southwest Gas Holdings Inc. Reduce -7.7% 0.15% +0.00
FERG Ferguson Jersey Ltd. Reduce -3.3% 0.33% +0.00
AXP American Express Co. Reduce -7.0% 0.08% +0.00
COR Cencora Inc. Reduce -7.0% 0.42% +0.01
SYY Sysco Corp. Reduce -0.4% 0.40% +0.01
WMB Williams Cos Inc. Reduce -1.0% 0.37% +0.01
LIN Linde PLC Reduce -3.1% 0.78% +0.01
MA Mastercard Inc. Class A Reduce -1.2% 0.38% +0.01
ORCL Oracle Corp. Reduce -2.2% 0.18% +0.01
BAC Bank of America Corp. Reduce -1.2% 0.57% +0.01

Portfolio Buys Q4 2023 → Q1 2024
IDA Idacorp Inc. Add +273.1% 1.14% +0.79
XOM Exxon Mobil Corp. Add +11.1% 3.87% +0.63
KR Kroger Co. New 0.41% +0.41
CRH CRH PLC New 0.23% +0.23
MMM 3M Co. Add +36.7% 1.02% +0.19
LLY Eli Lilly & Co. New 0.12% +0.12
CEG Constellation Energy New 0.11% +0.11
NEE Nextera Energy Inc. Add +18.1% 0.80% +0.10
DIS The Walt Disney Co. New 0.07% +0.07
C Citigroup Inc. New 0.07% +0.07
RNR Renaissancere Holdings Ltd. New 0.07% +0.07
META Meta Platforms Inc. Class A New 0.06% +0.06
JNPR Juniper Networks Inc. Add +0.5% 0.36% +0.05
AVGO Broadcom Inc. Add +0.7% 0.49% +0.05
MCK McKesson Corp. Add +3.1% 0.28% +0.03
FDX FedEx Corp. Add +1.5% 0.35% +0.02
NXST Nexstar Media Group Inc. Add +4.4% 0.15% +0.01
ELV Elevance Health Inc. Add +0.8% 0.36% +0.01
CVS CVS Health Corp. Add +4.8% 0.20% −0.00
BLK BlackRock Finance Inc. Add +1.7% 0.19% −0.01
TMUS T-Mobile US Inc. Add +3.2% 0.27% −0.01
CME Cme Group Inc. Add +0.9% 0.22% −0.01
TXN Texas Instruments Inc. Add +1.1% 0.33% −0.02
MS Morgan Stanley Add +1.4% 0.28% −0.02
O Realty Income Corp. Add +3.8% 0.16% −0.02
EXR Extra Space Storage Inc. Add +1.4% 0.18% −0.03
DD Dupont DE Nemours Inc. Add +3.4% 1.12% −0.06
WBA Walgreens Boots Alliance Inc. Add +2.1% 0.26% −0.07
HUM Humana Inc. Add +3.8% 0.23% −0.09
TSLA Tesla Inc. Add +2.9% 0.20% −0.10
JNJ Johnson & Johnson Add +2.7% 2.80% −0.12
INTC Intel Corp. Add +15.9% 2.18% −0.14
NEM Newmont Corp. Add +2.8% 0.73% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 104$404.3MAAPL, GOOGL, MSFT, BRK.B, JPM
Q1 2026 103$391.8MAAPL, MSFT, CVX, GOOGL, BRK.B
Q4 2025 103$377.2MAAPL, MSFT, GOOGL, BRK.B, JPM
Q3 2025 102$365.2MAAPL, MSFT, GOOGL, BRK.B, CVX
Q2 2025 108$334.1MMSFT, AAPL, BRK.B, CVX, JPM
Q1 2025 96$321.5MAAPL, MSFT, BRK.B, CVX, JPM
Q4 2024 101$326.6MAAPL, MSFT, BRK.B, CVX, AMZN
Q3 2024 97$324.6MAAPL, MSFT, BRK.B, CVX, AMZN
Q2 2024 101$315.5MAAPL, MSFT, CVX, BRK.B, GOOGL
Q1 2024 105$311.9MMSFT, AAPL, CVX, BRK.B, AMZN