Buckley Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Buckley Wealth Management, LLC reported 97 stock positions worth $324.6 million. Its top holding was Apple (AAPL) at 11.8% of the portfolio, followed by Microsoft (MSFT, 9.4%) and Berkshire Hathaway Class B (BRK.B, 5.8%). Compared with Q2 2024, it opened 3 new positions, sold out of 7, added to 53 and reduced 33. The biggest buy was a new position in Best Buy (BBY) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001730126
- Portfolio Value
- $324.6M (Q3 2024)
- SEC Filing
- 0001085146-24-004994 ↗ filed Oct 18, 2024
Holdings Value
Holdings 97 stocks · $324.6M
| AAPL Apple Inc. | 11.75% | 163,769 | $38.2M | Reduce -3.0% |
| MSFT Microsoft Corp. | 9.40% | 70,931 | $30.5M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.75% | 40,565 | $18.7M | Reduce -2.0% |
| CVX Chevron Corp. | 5.29% | 116,676 | $17.2M | Add +2.6% |
| AMZN Amazon.com Inc. | 4.47% | 77,893 | $14.5M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 4.43% | 86,626 | $14.4M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 4.15% | 63,834 | $13.5M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 3.79% | 104,976 | $12.3M | Add +2.4% |
| JNJ Johnson & Johnson | 2.91% | 58,269 | $9.4M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 2.91% | 54,454 | $9.4M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 2.81% | 10,302 | $9.1M | Reduce -3.8% |
| AMGN Amgen Inc. | 2.49% | 25,135 | $8.1M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 2.48% | 151,042 | $8.0M | Reduce -5.3% |
| MRK Merck & Co. Inc. | 2.16% | 61,680 | $7.0M | Reduce -2.4% |
| HD Home Depot Inc. | 1.33% | 10,618 | $4.3M | Reduce -6.3% |
| DD Dupont DE Nemours Inc. | 1.26% | 45,990 | $4.1M | Add +0.1% |
| DOW Dow Inc. | 1.25% | 74,516 | $4.1M | Add +1.8% |
| MMM 3M Co. | 1.24% | 29,389 | $4.0M | Reduce -0.5% |
| IDA Idacorp Inc. | 1.13% | 35,590 | $3.7M | Reduce -5.8% |
| CAT Caterpillar Inc. | 1.13% | 9,347 | $3.7M | Reduce -0.1% |
| PFE Pfizer Inc. | 1.11% | 124,726 | $3.6M | Reduce -12.3% |
| ABBV Abbvie Inc. | 1.00% | 16,502 | $3.3M | Add +0.9% |
| NEE Nextera Energy Inc. | 1.00% | 38,476 | $3.3M | Reduce -1.5% |
| INTC Intel Corp. | 0.93% | 128,443 | $3.0M | Reduce -18.5% |
| LOW Lowe's Cos Inc. | 0.83% | 9,989 | $2.7M | Add +5.5% |
| T AT&T Inc. | 0.82% | 120,400 | $2.6M | Reduce -8.6% |
| LIN Linde PLC | 0.78% | 5,289 | $2.5M | Add +2.6% |
| MPC Marathon Petroleum Corp. | 0.72% | 14,250 | $2.3M | Add +6.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.71% | 19,547 | $2.3M | Add +2.8% |
| AVGO Broadcom Inc. | 0.68% | 12,748 | $2.2M | Add +21.9% |
| LMT Lockheed Martin Corp. | 0.66% | 3,670 | $2.1M | Reduce -2.9% |
| NVDA Nvidia Corp. | 0.66% | 17,599 | $2.1M | Reduce -16.1% |
| UNH Unitedhealth Group Inc. | 0.59% | 3,276 | $1.9M | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 47,696 | $1.9M | Add +4.8% |
| V Visa Inc. Class A | 0.52% | 6,135 | $1.7M | Add +35.1% |
| TT Trane Technologies PLC | 0.47% | 3,945 | $1.5M | Add +4.3% |
| TRGP Targa Resources Corp. | 0.45% | 9,925 | $1.5M | Add +0.7% |
| TXN Texas Instruments Inc. | 0.45% | 7,014 | $1.4M | Add +0.0% |
| BBY Best Buy Co. Inc. | 0.45% | 13,990 | $1.4M | New |
| PGR Progressive Corp. | 0.44% | 5,575 | $1.4M | Add +1.1% |
| R Ryder System Inc. | 0.43% | 9,660 | $1.4M | Add +1.1% |
| SYY Sysco Corp. | 0.43% | 18,038 | $1.4M | Add +9.1% |
| C Citigroup Inc. | 0.43% | 22,067 | $1.4M | Add +539.3% |
| WMB Williams Cos Inc. | 0.42% | 30,130 | $1.4M | Add +0.3% |
| ETN Eaton Corp. PLC | 0.41% | 4,020 | $1.3M | Add +1.1% |
| MCD McDonald's Corp. | 0.41% | 4,356 | $1.3M | Add +9.0% |
| GOOG Alphabet Inc. Class C | 0.41% | 7,923 | $1.3M | Reduce -2.5% |
| OKE Oneok Inc. | 0.41% | 14,485 | $1.3M | Add +1.1% |
| KR Kroger Co. | 0.39% | 22,375 | $1.3M | Add +1.3% |
| CAH Cardinal Health Inc. | 0.39% | 11,392 | $1.3M | Add +3.7% |
| ORCL Oracle Corp. | 0.39% | 7,370 | $1.3M | Add +63.8% |
| MA Mastercard Inc. Class A | 0.38% | 2,515 | $1.2M | Add +2.2% |
| COR Cencora Inc. | 0.37% | 5,345 | $1.2M | Add +1.5% |
| ELV Elevance Health Inc. | 0.36% | 2,225 | $1.2M | Add +0.5% |
| TGT Target Corp. | 0.35% | 7,345 | $1.1M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 5,995 | $1.1M | Add +2.0% |
| TMUS T-Mobile US Inc. | 0.34% | 5,368 | $1.1M | Add +3.8% |
| QCOM Qualcomm Inc. | 0.34% | 6,421 | $1.1M | Reduce -18.4% |
| FDX FedEx Corp. | 0.34% | 3,975 | $1.1M | Add +1.0% |
| PEP Pepsico Inc. | 0.31% | 5,946 | $1.0M | Add +3.2% |
| MS Morgan Stanley | 0.31% | 9,689 | $1.0M | Add +2.9% |
| FERG Ferguson Enterprises Inc. | 0.30% | 4,925 | $978K | Add +4.2% |
| VLO Valero Energy Corp. | 0.30% | 7,235 | $977K | Add +5.1% |
| TSLA Tesla Inc. | 0.29% | 3,559 | $931K | No change |
| MDT Medtronic PLC | 0.27% | 9,683 | $872K | Add +2.2% |
| ACN Accenture PLC Class A | 0.25% | 2,334 | $825K | Reduce -14.2% |
| CRH CRH PLC | 0.25% | 8,698 | $807K | Add +2.7% |
| UNP Union Pacific Corp. | 0.25% | 3,243 | $799K | Add +4.0% |
| MRSH Marsh & McLennan Cos | 0.23% | 3,401 | $759K | Add +4.2% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 10,241 | $754K | Add +1.9% |
| CEG Constellation Energy | 0.23% | 2,897 | $753K | Add +56.4% |
| CME Cme Group Inc. | 0.22% | 3,239 | $715K | Add +3.4% |
| EXR Extra Space Storage Inc. | 0.21% | 3,811 | $687K | Add +1.9% |
| CDW CDW Corp. | 0.21% | 3,028 | $685K | Add +4.3% |
| WEC WEC Energy Group Inc. | 0.19% | 6,503 | $625K | Add +2.8% |
| PM Philip Morris International | 0.19% | 5,059 | $614K | Add +7.1% |
| O Realty Income Corp. | 0.18% | 9,450 | $599K | Add +1.9% |
| MCK McKesson Corp. | 0.18% | 1,205 | $596K | Reduce -24.9% |
| GS Goldman Sachs Group Inc. | 0.18% | 1,200 | $594K | No change |
| PH Parker Hannifin Corp. | 0.18% | 900 | $569K | New |
| BMY Bristol-Myers Squibb Co. | 0.15% | 9,622 | $498K | Reduce -32.4% |
| LLY Eli Lilly & Co. | 0.14% | 527 | $467K | Add +7.5% |
| SWX Southwest Gas Holdings Inc. | 0.13% | 5,700 | $420K | Reduce -5.0% |
| SOLV Solventum Corp. | 0.13% | 6,030 | $420K | Reduce -16.3% |
| BSX Boston Scientific Corp. | 0.12% | 4,791 | $401K | No change |
| BYD Boyd Gaming Corp. | 0.12% | 6,000 | $388K | Reduce -2.4% |
| GEV GE Vernova Inc. | 0.10% | 1,277 | $326K | Reduce -12.2% |
| AMD Advanced Micro Devices | 0.09% | 1,850 | $304K | Add +8.8% |
| GD General Dynamics Corp. | 0.09% | 1,000 | $302K | No change |
| AXP American Express Co. | 0.09% | 1,097 | $298K | Reduce -3.5% |
| WAL Western Alliance Bancorp | 0.08% | 3,142 | $272K | New |
| STC Stewart Information Services | 0.08% | 3,500 | $262K | Reduce -45.9% |
| STZ Constellation Brands Inc. Class A | 0.08% | 1,000 | $258K | No change |
| RNR Renaissancere Holdings Ltd. | 0.08% | 924 | $252K | No change |
| KO The Coca-Cola Co. | 0.08% | 3,440 | $247K | Reduce -24.4% |
| META Meta Platforms Inc. Class A | 0.07% | 414 | $237K | No change |
| CMCSA Comcast Corp. Class A | 0.07% | 5,346 | $223K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.0% | 9.40% | −0.75 |
| INTC Intel Corp. | Reduce -18.5% | 0.93% | −0.62 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 4.43% | −0.61 |
| MRK Merck & Co. Inc. | Reduce -2.4% | 2.16% | −0.32 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.29 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.28 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.26 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.24 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.18 |
| NVDA Nvidia Corp. | Reduce -16.1% | 0.66% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -18.4% | 0.34% | −0.16 |
| PFE Pfizer Inc. | Reduce -12.3% | 1.11% | −0.15 |
| NXST Nexstar Media Group Inc. | Sold out | 0.00% | −0.15 |
| MCK McKesson Corp. | Reduce -24.9% | 0.18% | −0.11 |
| AMGN Amgen Inc. | Reduce -4.0% | 2.49% | −0.10 |
| AIG American International Group | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -3.8% | 2.81% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.41% | −0.06 |
| STC Stewart Information Services | Reduce -45.9% | 0.08% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -32.4% | 0.15% | −0.03 |
| KO The Coca-Cola Co. | Reduce -24.4% | 0.08% | −0.02 |
| ACN Accenture PLC Class A | Reduce -14.2% | 0.25% | −0.01 |
| SWX Southwest Gas Holdings Inc. | Reduce -5.0% | 0.13% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 2.91% | +0.01 |
| AXP American Express Co. | Reduce -3.5% | 0.09% | +0.01 |
| SOLV Solventum Corp. | Reduce -16.3% | 0.13% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 4.15% | +0.01 |
| BYD Boyd Gaming Corp. | Reduce -2.4% | 0.12% | +0.01 |
| IDA Idacorp Inc. | Reduce -5.8% | 1.13% | +0.01 |
| T AT&T Inc. | Reduce -8.6% | 0.82% | +0.02 |
| GEV GE Vernova Inc. | Reduce -12.2% | 0.10% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -5.3% | 2.48% | +0.07 |
| HD Home Depot Inc. | Reduce -6.3% | 1.33% | +0.09 |
| LMT Lockheed Martin Corp. | Reduce -2.9% | 0.66% | +0.10 |
| NEE Nextera Energy Inc. | Reduce -1.5% | 1.00% | +0.13 |
| CAT Caterpillar Inc. | Reduce -0.1% | 1.13% | +0.14 |
| JNJ Johnson & Johnson | Reduce -1.6% | 2.91% | +0.16 |
| MMM 3M Co. | Reduce -0.5% | 1.24% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 5.75% | +0.42 |
| AAPL Apple Inc. | Reduce -3.0% | 11.75% | +0.48 |
Portfolio Buys Q2 2024 → Q3 2024
| BBY Best Buy Co. Inc. | New | 0.45% | +0.45 |
| C Citigroup Inc. | Add +539.3% | 0.43% | +0.36 |
| ORCL Oracle Corp. | Add +63.8% | 0.39% | +0.19 |
| PH Parker Hannifin Corp. | New | 0.18% | +0.18 |
| LOW Lowe's Cos Inc. | Add +5.5% | 0.83% | +0.17 |
| AVGO Broadcom Inc. | Add +21.9% | 0.68% | +0.14 |
| V Visa Inc. Class A | Add +35.1% | 0.52% | +0.14 |
| ABBV Abbvie Inc. | Add +0.9% | 1.00% | +0.11 |
| CEG Constellation Energy | Add +56.4% | 0.23% | +0.11 |
| DD Dupont DE Nemours Inc. | Add +0.1% | 1.26% | +0.09 |
| MCD McDonald's Corp. | Add +9.0% | 0.41% | +0.09 |
| WAL Western Alliance Bancorp | New | 0.08% | +0.08 |
| TT Trane Technologies PLC | Add +4.3% | 0.47% | +0.08 |
| PGR Progressive Corp. | Add +1.1% | 0.44% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 0.59% | +0.07 |
| LIN Linde PLC | Add +2.6% | 0.78% | +0.06 |
| SYY Sysco Corp. | Add +9.1% | 0.43% | +0.06 |
| R Ryder System Inc. | Add +1.1% | 0.43% | +0.06 |
| TMUS T-Mobile US Inc. | Add +3.8% | 0.34% | +0.05 |
| GE General Electric | Add +2.0% | 0.35% | +0.05 |
| TRGP Targa Resources Corp. | Add +0.7% | 0.45% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.4% | 3.79% | +0.05 |
| CRH CRH PLC | Add +2.7% | 0.25% | +0.05 |
| CAH Cardinal Health Inc. | Add +3.7% | 0.39% | +0.05 |
| KR Kroger Co. | Add +1.3% | 0.39% | +0.05 |
| TJX TJX Companies Inc. | Add +2.8% | 0.71% | +0.04 |
| MA Mastercard Inc. Class A | Add +2.2% | 0.38% | +0.04 |
| PM Philip Morris International | Add +7.1% | 0.19% | +0.04 |
| OKE Oneok Inc. | Add +1.1% | 0.41% | +0.04 |
| WEC WEC Energy Group Inc. | Add +2.8% | 0.19% | +0.04 |
| MDT Medtronic PLC | Add +2.2% | 0.27% | +0.03 |
| O Realty Income Corp. | Add +1.9% | 0.18% | +0.03 |
| EXR Extra Space Storage Inc. | Add +1.9% | 0.21% | +0.03 |
| CME Cme Group Inc. | Add +3.4% | 0.22% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +1.9% | 0.23% | +0.02 |
| DOW Dow Inc. | Add +1.8% | 1.25% | +0.02 |
| UNP Union Pacific Corp. | Add +4.0% | 0.25% | +0.02 |
| MS Morgan Stanley | Add +2.9% | 0.31% | +0.02 |
| WMB Williams Cos Inc. | Add +0.3% | 0.42% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +4.2% | 0.23% | +0.02 |
| ETN Eaton Corp. PLC | Add +1.1% | 0.41% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.0% | 0.45% | +0.01 |
| TGT Target Corp. | Add +1.0% | 0.35% | +0.01 |
| FERG Ferguson Enterprises Inc. | Add +4.2% | 0.30% | +0.01 |
| PEP Pepsico Inc. | Add +3.2% | 0.31% | +0.01 |
| BAC Bank of America Corp. | Add +4.8% | 0.58% | +0.01 |
| AMD Advanced Micro Devices | Add +8.8% | 0.09% | +0.01 |
| CDW CDW Corp. | Add +4.3% | 0.21% | +0.01 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.14% | +0.00 |
| COR Cencora Inc. | Add +1.5% | 0.37% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 104 | $404.3M | AAPL, GOOGL, MSFT, BRK.B, JPM |
| Q1 2026 | 103 | $391.8M | AAPL, MSFT, CVX, GOOGL, BRK.B |
| Q4 2025 | 103 | $377.2M | AAPL, MSFT, GOOGL, BRK.B, JPM |
| Q3 2025 | 102 | $365.2M | AAPL, MSFT, GOOGL, BRK.B, CVX |
| Q2 2025 | 108 | $334.1M | MSFT, AAPL, BRK.B, CVX, JPM |
| Q1 2025 | 96 | $321.5M | AAPL, MSFT, BRK.B, CVX, JPM |
| Q4 2024 | 101 | $326.6M | AAPL, MSFT, BRK.B, CVX, AMZN |
| Q3 2024 | 97 | $324.6M | AAPL, MSFT, BRK.B, CVX, AMZN |
| Q2 2024 | 101 | $315.5M | AAPL, MSFT, CVX, BRK.B, GOOGL |
| Q1 2024 | 105 | $311.9M | MSFT, AAPL, CVX, BRK.B, AMZN |