Buckley Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Buckley Wealth Management, LLC reported 101 stock positions worth $326.6 million. Its top holding was Apple (AAPL) at 12.2% of the portfolio, followed by Microsoft (MSFT, 9.1%) and Berkshire Hathaway Class B (BRK.B, 5.5%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 44 and reduced 37. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Intel (INTC, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001730126
- Portfolio Value
- $326.6M (Q4 2024)
- SEC Filing
- 0001730126-25-000003 ↗ filed Feb 10, 2025
Holdings Value
Holdings 101 stocks · $326.6M
| AAPL Apple Inc. | 12.22% | 159,432 | $39.9M | Reduce -2.6% |
| MSFT Microsoft Corp. | 9.09% | 70,474 | $29.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.53% | 39,863 | $18.1M | Reduce -1.7% |
| CVX Chevron Corp. | 5.23% | 117,910 | $17.1M | Add +1.1% |
| AMZN Amazon.com Inc. | 5.15% | 76,748 | $16.8M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 4.93% | 85,073 | $16.1M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 4.64% | 63,187 | $15.1M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 3.63% | 110,156 | $11.8M | Add +4.9% |
| COST Costco Wholesale Corp. | 2.84% | 10,111 | $9.3M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 2.78% | 54,084 | $9.1M | Reduce -0.7% |
| JNJ Johnson & Johnson | 2.71% | 61,241 | $8.9M | Add +5.1% |
| AMGN Amgen Inc. | 2.67% | 33,468 | $8.7M | Add +33.1% |
| CSCO Cisco Systems Inc. | 2.67% | 147,237 | $8.7M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 1.83% | 60,150 | $6.0M | Reduce -2.5% |
| DOW Dow Inc. | 1.28% | 104,561 | $4.2M | Add +40.3% |
| HD Home Depot Inc. | 1.25% | 10,503 | $4.1M | Reduce -1.1% |
| IDA Idacorp Inc. | 1.19% | 35,590 | $3.9M | No change |
| MMM 3M Co. | 1.16% | 29,327 | $3.8M | Reduce -0.2% |
| DD Dupont DE Nemours Inc. | 1.06% | 45,520 | $3.5M | Reduce -1.0% |
| CAT Caterpillar Inc. | 1.02% | 9,190 | $3.3M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.90% | 12,738 | $3.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.89% | 16,382 | $2.9M | Reduce -0.7% |
| PFE Pfizer Inc. | 0.85% | 105,075 | $2.8M | Reduce -15.8% |
| NEE Nextera Energy Inc. | 0.85% | 38,588 | $2.8M | Add +0.3% |
| T AT&T Inc. | 0.83% | 118,400 | $2.7M | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.76% | 10,023 | $2.5M | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.73% | 19,811 | $2.4M | Add +1.4% |
| NVDA Nvidia Corp. | 0.73% | 17,700 | $2.4M | Add +0.6% |
| LIN Linde PLC | 0.68% | 5,304 | $2.2M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 47,716 | $2.1M | Add +0.0% |
| MPC Marathon Petroleum Corp. | 0.61% | 14,325 | $2.0M | Add +0.5% |
| INTC Intel Corp. | 0.55% | 88,949 | $1.8M | Reduce -30.8% |
| LMT Lockheed Martin Corp. | 0.54% | 3,650 | $1.8M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.52% | 3,334 | $1.7M | Add +1.8% |
| C Citigroup Inc. | 0.48% | 22,152 | $1.6M | Add +0.4% |
| WMB Williams Cos Inc. | 0.47% | 28,285 | $1.5M | Reduce -6.1% |
| GOOG Alphabet Inc. Class C | 0.46% | 7,923 | $1.5M | No change |
| R Ryder System Inc. | 0.46% | 9,570 | $1.5M | Reduce -0.9% |
| TT Trane Technologies PLC | 0.46% | 4,039 | $1.5M | Add +2.4% |
| V Visa Inc. Class A | 0.45% | 4,684 | $1.5M | Reduce -23.6% |
| TRGP Targa Resources Corp. | 0.44% | 8,135 | $1.5M | Reduce -18.0% |
| OKE Oneok Inc. | 0.43% | 14,100 | $1.4M | Reduce -2.7% |
| SYY Sysco Corp. | 0.43% | 18,188 | $1.4M | Add +0.8% |
| KR Kroger Co. | 0.42% | 22,400 | $1.4M | Add +0.1% |
| CAH Cardinal Health Inc. | 0.41% | 11,317 | $1.3M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.41% | 3,309 | $1.3M | Reduce -7.0% |
| MA Mastercard Inc. Class A | 0.41% | 2,520 | $1.3M | Add +0.2% |
| PGR Progressive Corp. | 0.41% | 5,525 | $1.3M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.40% | 3,985 | $1.3M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 0.40% | 7,039 | $1.3M | Add +0.4% |
| ORCL Oracle Corp. | 0.39% | 7,565 | $1.3M | Add +2.6% |
| FDX FedEx Corp. | 0.39% | 4,480 | $1.3M | Add +12.7% |
| MCD McDonald's Corp. | 0.38% | 4,326 | $1.3M | Reduce -0.7% |
| MS Morgan Stanley | 0.38% | 9,785 | $1.2M | Add +1.0% |
| COR Cencora Inc. | 0.37% | 5,385 | $1.2M | Add +0.8% |
| TMUS T-Mobile US Inc. | 0.37% | 5,430 | $1.2M | Add +1.1% |
| BBY Best Buy Co. Inc. | 0.37% | 13,955 | $1.2M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.34% | 7,290 | $1.1M | Add +13.5% |
| TGT Target Corp. | 0.31% | 7,595 | $1.0M | Add +3.4% |
| VLO Valero Energy Corp. | 0.31% | 8,275 | $1.0M | Add +14.4% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 5,645 | $942K | Reduce -5.8% |
| PEP Pepsico Inc. | 0.28% | 6,077 | $924K | Add +2.2% |
| FERG Ferguson Enterprises Inc. | 0.26% | 4,978 | $864K | Add +1.1% |
| ACN Accenture PLC Class A | 0.26% | 2,388 | $840K | Add +2.3% |
| CRH CRH PLC | 0.25% | 8,931 | $826K | Add +2.7% |
| ELV Elevance Health Inc. | 0.25% | 2,225 | $821K | No change |
| MDT Medtronic PLC | 0.24% | 9,945 | $794K | Add +2.7% |
| CME Cme Group Inc. | 0.23% | 3,280 | $762K | Add +1.3% |
| UNP Union Pacific Corp. | 0.23% | 3,321 | $757K | Add +2.4% |
| BLK BlackRock Inc. | 0.23% | 736 | $754K | New |
| MRSH Marsh & McLennan Cos | 0.23% | 3,488 | $741K | Add +2.6% |
| MCK McKesson Corp. | 0.22% | 1,235 | $704K | Add +2.5% |
| LRCX Lam Research Corp. | 0.21% | 9,591 | $693K | New |
| GS Goldman Sachs Group Inc. | 0.21% | 1,200 | $687K | No change |
| CEG Constellation Energy | 0.20% | 2,962 | $663K | Add +2.2% |
| PM Philip Morris International | 0.19% | 5,250 | $632K | Add +3.8% |
| WEC WEC Energy Group Inc. | 0.19% | 6,690 | $629K | Add +2.9% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 10,512 | $628K | Add +2.6% |
| PH Parker Hannifin Corp. | 0.18% | 923 | $587K | Add +2.6% |
| EXR Extra Space Storage Inc. | 0.18% | 3,910 | $585K | Add +2.6% |
| O Realty Income Corp. | 0.16% | 9,708 | $519K | Add +2.7% |
| CRBG Corebridge Financial Inc. | 0.16% | 16,946 | $507K | New |
| BYD Boyd Gaming Corp. | 0.13% | 6,000 | $435K | No change |
| LLY Eli Lilly & Co. | 0.13% | 546 | $422K | Add +3.6% |
| SWX Southwest Gas Holdings Inc. | 0.12% | 5,700 | $403K | No change |
| SOLV Solventum Corp. | 0.12% | 6,024 | $398K | Reduce -0.1% |
| BSX Boston Scientific Corp. | 0.12% | 4,258 | $380K | Reduce -11.1% |
| AXP American Express Co. | 0.10% | 1,084 | $322K | Reduce -1.2% |
| GEV GE Vernova Inc. | 0.09% | 867 | $285K | Reduce -32.1% |
| GD General Dynamics Corp. | 0.08% | 1,000 | $263K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 414 | $242K | No change |
| STC Stewart Information Services | 0.07% | 3,500 | $236K | No change |
| RNR Renaissancere Holdings Ltd. | 0.07% | 924 | $230K | No change |
| EMR Emerson Electric Co. | 0.07% | 1,809 | $224K | New |
| AMD Advanced Micro Devices | 0.07% | 1,850 | $223K | No change |
| STZ Constellation Brands Inc. Class A | 0.07% | 1,000 | $221K | No change |
| WAL Western Alliance Bancorp | 0.07% | 2,582 | $216K | Reduce -17.8% |
| KO The Coca-Cola Co. | 0.07% | 3,440 | $214K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 2,610 | $213K | New |
| WFC Wells Fargo & Co. | 0.06% | 3,000 | $211K | New |
Portfolio Sells Q3 2024 → Q4 2024
| INTC Intel Corp. | Reduce -30.8% | 0.55% | −0.38 |
| MRK Merck & Co. Inc. | Reduce -2.5% | 1.83% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.6% | 9.09% | −0.31 |
| PFE Pfizer Inc. | Reduce -15.8% | 0.85% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 5.53% | −0.22 |
| CDW CDW Corp. | Sold out | 0.00% | −0.21 |
| DD Dupont DE Nemours Inc. | Reduce -1.0% | 1.06% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 2.78% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -0.5% | 0.54% | −0.12 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.89% | −0.11 |
| CAT Caterpillar Inc. | Reduce -1.7% | 1.02% | −0.11 |
| BBY Best Buy Co. Inc. | Reduce -0.3% | 0.37% | −0.08 |
| MMM 3M Co. | Reduce -0.2% | 1.16% | −0.08 |
| HD Home Depot Inc. | Reduce -1.1% | 1.25% | −0.07 |
| V Visa Inc. Class A | Reduce -23.6% | 0.45% | −0.07 |
| GE General Electric | Reduce -5.8% | 0.29% | −0.06 |
| PGR Progressive Corp. | Reduce -0.9% | 0.41% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.38% | −0.02 |
| WAL Western Alliance Bancorp | Reduce -17.8% | 0.07% | −0.02 |
| GEV GE Vernova Inc. | Reduce -32.1% | 0.09% | −0.01 |
| TRGP Targa Resources Corp. | Reduce -18.0% | 0.44% | −0.01 |
| SOLV Solventum Corp. | Reduce -0.1% | 0.12% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -11.1% | 0.12% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 0.40% | −0.01 |
| AXP American Express Co. | Reduce -1.2% | 0.10% | +0.01 |
| T AT&T Inc. | Reduce -1.7% | 0.83% | +0.01 |
| CAH Cardinal Health Inc. | Reduce -0.7% | 0.41% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 2.84% | +0.02 |
| R Ryder System Inc. | Reduce -0.9% | 0.46% | +0.03 |
| OKE Oneok Inc. | Reduce -2.7% | 0.43% | +0.03 |
| WMB Williams Cos Inc. | Reduce -6.1% | 0.47% | +0.04 |
| TSLA Tesla Inc. | Reduce -7.0% | 0.41% | +0.12 |
| CSCO Cisco Systems Inc. | Reduce -2.5% | 2.67% | +0.19 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.90% | +0.23 |
| AAPL Apple Inc. | Reduce -2.6% | 12.22% | +0.47 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 4.64% | +0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 4.93% | +0.50 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 5.15% | +0.68 |
Portfolio Buys Q3 2024 → Q4 2024
| BLK BlackRock Inc. | New | 0.23% | +0.23 |
| LRCX Lam Research Corp. | New | 0.21% | +0.21 |
| AMGN Amgen Inc. | Add +33.1% | 2.67% | +0.18 |
| CRBG Corebridge Financial Inc. | New | 0.16% | +0.16 |
| NVDA Nvidia Corp. | Add +0.6% | 0.73% | +0.07 |
| EMR Emerson Electric Co. | New | 0.07% | +0.07 |
| MS Morgan Stanley | Add +1.0% | 0.38% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.06% | +0.06 |
| BAC Bank of America Corp. | Add +0.0% | 0.64% | +0.06 |
| C Citigroup Inc. | Add +0.4% | 0.48% | +0.05 |
| FDX FedEx Corp. | Add +12.7% | 0.39% | +0.05 |
| MCK McKesson Corp. | Add +2.5% | 0.22% | +0.03 |
| DOW Dow Inc. | Add +40.3% | 1.28% | +0.03 |
| TMUS T-Mobile US Inc. | Add +1.1% | 0.37% | +0.03 |
| TJX TJX Companies Inc. | Add +1.4% | 0.73% | +0.03 |
| KR Kroger Co. | Add +0.1% | 0.42% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.41% | +0.02 |
| CME Cme Group Inc. | Add +1.3% | 0.23% | +0.01 |
| VLO Valero Energy Corp. | Add +14.4% | 0.31% | +0.01 |
| QCOM Qualcomm Inc. | Add +13.5% | 0.34% | +0.01 |
| PH Parker Hannifin Corp. | Add +2.6% | 0.18% | +0.00 |
| CRH CRH PLC | Add +2.7% | 0.25% | +0.00 |
| PM Philip Morris International | Add +3.8% | 0.19% | +0.00 |
| ACN Accenture PLC Class A | Add +2.3% | 0.26% | +0.00 |
| WEC WEC Energy Group Inc. | Add +2.9% | 0.19% | −0.00 |
| COR Cencora Inc. | Add +0.8% | 0.37% | −0.00 |
| ORCL Oracle Corp. | Add +2.6% | 0.39% | −0.00 |
| MRSH Marsh & McLennan Cos | Add +2.6% | 0.23% | −0.01 |
| SYY Sysco Corp. | Add +0.8% | 0.43% | −0.01 |
| UNP Union Pacific Corp. | Add +2.4% | 0.23% | −0.01 |
| LLY Eli Lilly & Co. | Add +3.6% | 0.13% | −0.01 |
| TT Trane Technologies PLC | Add +2.4% | 0.46% | −0.02 |
| MDT Medtronic PLC | Add +2.7% | 0.24% | −0.03 |
| O Realty Income Corp. | Add +2.7% | 0.16% | −0.03 |
| PEP Pepsico Inc. | Add +2.2% | 0.28% | −0.03 |
| CEG Constellation Energy | Add +2.2% | 0.20% | −0.03 |
| EXR Extra Space Storage Inc. | Add +2.6% | 0.18% | −0.03 |
| FERG Ferguson Enterprises Inc. | Add +1.1% | 0.26% | −0.04 |
| TGT Target Corp. | Add +3.4% | 0.31% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Add +2.6% | 0.19% | −0.04 |
| TXN Texas Instruments Inc. | Add +0.4% | 0.40% | −0.04 |
| CVX Chevron Corp. | Add +1.1% | 5.23% | −0.06 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.52% | −0.07 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.76% | −0.08 |
| LIN Linde PLC | Add +0.3% | 0.68% | −0.10 |
| MPC Marathon Petroleum Corp. | Add +0.5% | 0.61% | −0.10 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.85% | −0.15 |
| XOM Exxon Mobil Corp. | Add +4.9% | 3.63% | −0.16 |
| JNJ Johnson & Johnson | Add +5.1% | 2.71% | −0.20 |
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 |