Buckley Wealth Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Buckley Wealth Management, LLC reported 101 stock positions worth $315.5 million. Its top holding was Apple (AAPL) at 11.3% of the portfolio, followed by Microsoft (MSFT, 10.2%) and Chevron (CVX, 5.6%). Compared with Q1 2024, it opened 2 new positions, sold out of 8, added to 28 and reduced 60. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale an exit from Newmont (NEM).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001730126
Portfolio Value
$315.5M (Q2 2024)
SEC Filing
0001085146-24-003197 ↗ filed Jul 24, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $311.9M Q1 2024 Q2 2024: $315.5M $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 101 stocks · $315.5M
AAPL Apple Inc. 11.27% 168,849 $35.6M Add +0.6%
MSFT Microsoft Corp. 10.15% 71,661 $32.0M Reduce -0.9%
CVX Chevron Corp. 5.63% 113,666 $17.8M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 5.33% 41,376 $16.8M Add +0.2%
GOOGL Alphabet Inc. Class A 5.04% 87,286 $15.9M Reduce -1.6%
AMZN Amazon.com Inc. 4.74% 77,451 $15.0M Add +0.1%
JPM JPMorgan Chase & Co. 4.13% 64,502 $13.0M Reduce -0.5%
XOM Exxon Mobil Corp. 3.74% 102,548 $11.8M Reduce -1.2%
PG The Procter & Gamble Co. 2.90% 55,453 $9.1M Reduce -3.3%
COST Costco Wholesale Corp. 2.88% 10,704 $9.1M Reduce -0.1%
JNJ Johnson & Johnson 2.74% 59,242 $8.7M Add +7.4%
AMGN Amgen Inc. 2.59% 26,185 $8.2M Reduce -0.3%
MRK Merck & Co. Inc. 2.48% 63,180 $7.8M Reduce -0.5%
CSCO Cisco Systems Inc. 2.40% 159,521 $7.6M Reduce -1.2%
INTC Intel Corp. 1.55% 157,553 $4.9M Add +2.3%
PFE Pfizer Inc. 1.26% 142,222 $4.0M Reduce -7.4%
HD Home Depot Inc. 1.24% 11,332 $3.9M Reduce -0.5%
DOW Dow Inc. 1.23% 73,176 $3.9M Reduce -0.5%
DD Dupont DE Nemours Inc. 1.17% 45,963 $3.7M Add +1.0%
IDA Idacorp Inc. 1.12% 37,790 $3.5M Reduce -1.6%
CAT Caterpillar Inc. 0.99% 9,352 $3.1M Add +0.1%
MMM 3M Co. 0.96% 29,539 $3.0M Reduce -1.2%
ABBV Abbvie Inc. 0.89% 16,354 $2.8M Add +1.7%
NEE Nextera Energy Inc. 0.88% 39,066 $2.8M Reduce -0.5%
NVDA Nvidia Corp. 0.82% 20,965 $2.6M Reduce -28.7%
T AT&T Inc. 0.80% 131,700 $2.5M Reduce -1.5%
MPC Marathon Petroleum Corp. 0.73% 13,360 $2.3M Reduce -11.3%
LIN Linde PLC 0.72% 5,154 $2.3M Reduce -1.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.66% 19,018 $2.1M Add +4.1%
LOW Lowe's Cos Inc. 0.66% 9,465 $2.1M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.57% 45,533 $1.8M Reduce -2.1%
LMT Lockheed Martin Corp. 0.56% 3,781 $1.8M Reduce -0.9%
AVGO Broadcom Inc. 0.53% 1,046 $1.7M Reduce -9.3%
UNH Unitedhealth Group Inc. 0.52% 3,213 $1.6M Reduce -1.4%
QCOM Qualcomm Inc. 0.50% 7,866 $1.6M Add +4.3%
GOOG Alphabet Inc. Class C 0.47% 8,123 $1.5M Reduce -5.8%
TXN Texas Instruments Inc. 0.43% 7,011 $1.4M Add +18.8%
WMB Williams Cos Inc. 0.40% 30,045 $1.3M Add +0.3%
TRGP Targa Resources Corp. 0.40% 9,860 $1.3M New
ETN Eaton Corp. PLC 0.40% 3,975 $1.2M Reduce -9.6%
TT Trane Technologies PLC 0.39% 3,784 $1.2M Reduce -0.3%
ELV Elevance Health Inc. 0.38% 2,213 $1.2M Add +2.4%
V Visa Inc. Class A 0.38% 4,540 $1.2M Reduce -0.4%
COR Cencora Inc. 0.38% 5,265 $1.2M Reduce -1.5%
R Ryder System Inc. 0.38% 9,555 $1.2M Add +0.6%
SYY Sysco Corp. 0.37% 16,538 $1.2M Add +7.2%
FDX FedEx Corp. 0.37% 3,935 $1.2M Add +3.4%
OKE Oneok Inc. 0.37% 14,320 $1.2M Add +1.4%
PGR Progressive Corp. 0.36% 5,515 $1.1M New
KR Kroger Co. 0.35% 22,090 $1.1M Reduce -1.0%
MA Mastercard Inc. Class A 0.34% 2,460 $1.1M No change
CAH Cardinal Health Inc. 0.34% 10,987 $1.1M Reduce -0.6%
VLO Valero Energy Corp. 0.34% 6,885 $1.1M Reduce -6.9%
TGT Target Corp. 0.34% 7,270 $1.1M Reduce -8.2%
MCD McDonald's Corp. 0.32% 3,996 $1.0M Add +13.0%
PEP Pepsico Inc. 0.30% 5,760 $950K Reduce -3.5%
MCK McKesson Corp. 0.30% 1,605 $937K Reduce -0.2%
GE General Electric filed as GE AEROSPACE 0.30% 5,875 $934K Reduce -31.3%
MS Morgan Stanley 0.29% 9,419 $915K Add +0.3%
MSCI MSCI Inc. 0.29% 1,900 $915K Add +3.8%
FERG Ferguson Jersey Ltd. 0.29% 4,726 $915K Reduce -0.3%
TMUS T-Mobile US Inc. 0.29% 5,171 $911K Add +1.9%
NXPI NXP Semiconductors NV 0.28% 3,287 $884K Reduce -0.2%
ACN Accenture PLC Class A 0.26% 2,719 $825K Reduce -9.3%
LRCX Lam Research Corp. 0.26% 761 $810K Reduce -0.4%
WBA Walgreens Boots Alliance Inc. 0.24% 62,985 $762K Add +68.7%
MDT Medtronic PLC 0.24% 9,477 $746K Reduce -1.0%
UNP Union Pacific Corp. 0.22% 3,118 $705K Reduce -0.2%
TSLA Tesla Inc. 0.22% 3,559 $704K No change
MRSH Marsh & McLennan Cos 0.22% 3,263 $688K Reduce -0.3%
MDLZ Mondelez International Inc. Class A 0.21% 10,055 $658K Reduce -0.3%
CDW CDW Corp. 0.21% 2,904 $650K Reduce -0.2%
ORCL Oracle Corp. 0.20% 4,500 $635K Add +0.3%
CRH CRH PLC 0.20% 8,467 $635K Reduce -0.3%
CME Cme Group Inc. 0.20% 3,134 $616K Reduce -0.3%
BMY Bristol-Myers Squibb Co. 0.19% 14,232 $591K Reduce -9.5%
EXR Extra Space Storage Inc. 0.18% 3,740 $581K Reduce -0.3%
BLK BlackRock Finance Inc. 0.18% 703 $553K No change
GS Goldman Sachs Group Inc. 0.17% 1,200 $543K Reduce -7.7%
WEC WEC Energy Group Inc. 0.16% 6,329 $497K Reduce -0.0%
O Realty Income Corp. 0.16% 9,274 $490K Reduce -0.0%
PM Philip Morris International 0.15% 4,724 $479K Add +1.0%
NXST Nexstar Media Group Inc. 0.15% 2,800 $465K Reduce -0.0%
LLY Eli Lilly & Co. 0.14% 490 $444K Reduce -0.6%
SWX Southwest Gas Holdings Inc. 0.13% 6,000 $422K No change
STC Stewart Information Services 0.13% 6,463 $401K No change
SOLV Solventum Corp. 0.12% 7,207 $381K Reduce -3.5%
CEG Constellation Energy 0.12% 1,852 $371K Add +0.1%
BSX Boston Scientific Corp. 0.12% 4,791 $369K Reduce -0.3%
BYD Boyd Gaming Corp. 0.11% 6,150 $339K No change
GD General Dynamics Corp. 0.09% 1,000 $290K No change
KO The Coca-Cola Co. 0.09% 4,547 $289K Add +2.4%
AMD Advanced Micro Devices 0.09% 1,700 $276K Add +6.3%
AXP American Express Co. 0.08% 1,137 $263K Reduce -1.2%
AIG American International Group 0.08% 3,500 $260K Reduce -22.2%
STZ Constellation Brands Inc. Class A 0.08% 1,000 $257K No change
GEV GE Vernova Inc. 0.08% 1,454 $249K Reduce -31.9%
C Citigroup Inc. 0.07% 3,452 $219K No change
CMCSA Comcast Corp. Class A 0.07% 5,346 $209K Reduce -26.3%
META Meta Platforms Inc. Class A 0.07% 414 $209K No change

Show all 101 holdings

Portfolio Sells Q1 2024 → Q2 2024
NEM Newmont Corp. Sold out 0.00% −0.73
JNPR Juniper Networks Inc. Sold out 0.00% −0.36
MPC Marathon Petroleum Corp. Reduce -11.3% 0.73% −0.24
HUM Humana Inc. Sold out 0.00% −0.23
MRK Merck & Co. Inc. Reduce -0.5% 2.48% −0.21
CVS CVS Health Corp. Sold out 0.00% −0.20
GE General Electric Reduce -31.3% 0.30% −0.18
CSCO Cisco Systems Inc. Reduce -1.2% 2.40% −0.18
HD Home Depot Inc. Reduce -0.5% 1.24% −0.17
DOW Dow Inc. Reduce -0.5% 1.23% −0.14
CVX Chevron Corp. Reduce -0.2% 5.63% −0.13
XOM Exxon Mobil Corp. Reduce -1.2% 3.74% −0.13
TGT Target Corp. Reduce -8.2% 0.34% −0.11
PFE Pfizer Inc. Reduce -7.4% 1.26% −0.11
BMY Bristol-Myers Squibb Co. Reduce -9.5% 0.19% −0.09
PG The Procter & Gamble Co. Reduce -3.3% 2.90% −0.08
EMR Emerson Electric Co. Sold out 0.00% −0.08
ACN Accenture PLC Class A Reduce -9.3% 0.26% −0.07
DIS The Walt Disney Co. Sold out 0.00% −0.07
PYPL PayPal Holdings Inc. Sold out 0.00% −0.07
WAL Western Alliance Bancorp Sold out 0.00% −0.06
VLO Valero Energy Corp. Reduce -6.9% 0.34% −0.06
MMM 3M Co. Reduce -1.2% 0.96% −0.06
LIN Linde PLC Reduce -1.1% 0.72% −0.06
KR Kroger Co. Reduce -1.0% 0.35% −0.06
CAH Cardinal Health Inc. Reduce -0.6% 0.34% −0.05
ETN Eaton Corp. PLC Reduce -9.6% 0.40% −0.05
FERG Ferguson Jersey Ltd. Reduce -0.3% 0.29% −0.04
COR Cencora Inc. Reduce -1.5% 0.38% −0.04
GEV GE Vernova Inc. Reduce -31.9% 0.08% −0.04
CMCSA Comcast Corp. Class A Reduce -26.3% 0.07% −0.03
PEP Pepsico Inc. Reduce -3.5% 0.30% −0.03
CRH CRH PLC Reduce -0.3% 0.20% −0.03
CDW CDW Corp. Reduce -0.2% 0.21% −0.03
MDT Medtronic PLC Reduce -1.0% 0.24% −0.03
NVDA Nvidia Corp. Reduce -28.7% 0.82% −0.03
AIG American International Group Reduce -22.2% 0.08% −0.03
JPM JPMorgan Chase & Co. Reduce -0.5% 4.13% −0.03
V Visa Inc. Class A Reduce -0.4% 0.38% −0.03
IDA Idacorp Inc. Reduce -1.6% 1.12% −0.03
UNP Union Pacific Corp. Reduce -0.2% 0.22% −0.02
CME Cme Group Inc. Reduce -0.3% 0.20% −0.02
MDLZ Mondelez International Inc. Class A Reduce -0.3% 0.21% −0.02
WEC WEC Energy Group Inc. Reduce -0.0% 0.16% −0.01
NXST Nexstar Media Group Inc. Reduce -0.0% 0.15% −0.01
SOLV Solventum Corp. Reduce -3.5% 0.12% −0.01
O Realty Income Corp. Reduce -0.0% 0.16% −0.01
GS Goldman Sachs Group Inc. Reduce -7.7% 0.17% −0.00
AXP American Express Co. Reduce -1.2% 0.08% −0.00
UNH Unitedhealth Group Inc. Reduce -1.4% 0.52% +0.00

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +0.6% 11.27% +2.05
TRGP Targa Resources Corp. New 0.40% +0.40
PGR Progressive Corp. New 0.36% +0.36
AMZN Amazon.com Inc. Add +0.1% 4.74% +0.27
TXN Texas Instruments Inc. Add +18.8% 0.43% +0.10
QCOM Qualcomm Inc. Add +4.3% 0.50% +0.09
TJX TJX Companies Inc. Add +4.1% 0.66% +0.07
DD Dupont DE Nemours Inc. Add +1.0% 1.17% +0.05
WMB Williams Cos Inc. Add +0.3% 0.40% +0.03
TMUS T-Mobile US Inc. Add +1.9% 0.29% +0.02
ELV Elevance Health Inc. Add +2.4% 0.38% +0.02
ORCL Oracle Corp. Add +0.3% 0.20% +0.02
FDX FedEx Corp. Add +3.4% 0.37% +0.02
PM Philip Morris International Add +1.0% 0.15% +0.01
R Ryder System Inc. Add +0.6% 0.38% +0.01
CEG Constellation Energy Add +0.1% 0.12% +0.01
OKE Oneok Inc. Add +1.4% 0.37% +0.01
MS Morgan Stanley Add +0.3% 0.29% +0.01
KO The Coca-Cola Co. Add +2.4% 0.09% +0.00
MCD McDonald's Corp. Add +13.0% 0.32% +0.00
AMD Advanced Micro Devices Add +6.3% 0.09% −0.01
WBA Walgreens Boots Alliance Inc. Add +68.7% 0.24% −0.02
SYY Sysco Corp. Add +7.2% 0.37% −0.03
MSCI MSCI Inc. Add +3.8% 0.29% −0.04
ABBV Abbvie Inc. Add +1.7% 0.89% −0.05
JNJ Johnson & Johnson Add +7.4% 2.74% −0.05
CAT Caterpillar Inc. Add +0.1% 0.99% −0.11
LOW Lowe's Cos Inc. Add +0.0% 0.66% −0.11
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 5.33% −0.23
INTC Intel Corp. Add +2.3% 1.55% −0.64

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