Buckley Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Buckley Wealth Management, LLC reported 96 stock positions worth $321.5 million. Its top holding was Apple (AAPL) at 11.0% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Berkshire Hathaway Class B (BRK.B, 6.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 9, added to 48 and reduced 36. The biggest buy was Nextera Energy (NEE, shares +40%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Las Vegas, NV
- CIK
- 0001730126
- Portfolio Value
- $321.5M (Q1 2025)
- SEC Filing
- 0001172661-25-002084 ↗ filed May 15, 2025
Holdings Value
Holdings 96 stocks · $321.5M
| AAPL Apple Inc. | 10.98% | 158,969 | $35.3M | Reduce -0.3% |
| MSFT Microsoft Corp. | 8.36% | 71,576 | $26.9M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.48% | 39,138 | $20.8M | Reduce -1.8% |
| CVX Chevron Corp. | 6.08% | 116,825 | $19.5M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 4.66% | 61,021 | $15.0M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 4.58% | 77,368 | $14.7M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 4.14% | 86,012 | $13.3M | Add +1.1% |
| XOM Exxon Mobil Corp. | 4.07% | 109,974 | $13.1M | Reduce -0.2% |
| AMGN Amgen Inc. | 3.19% | 32,918 | $10.3M | Reduce -1.6% |
| JNJ Johnson & Johnson | 3.09% | 59,950 | $9.9M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 2.96% | 10,065 | $9.5M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 2.85% | 53,684 | $9.1M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 2.56% | 133,619 | $8.2M | Reduce -9.3% |
| MRK Merck & Co. Inc. | 1.67% | 59,650 | $5.4M | Reduce -0.8% |
| MMM 3M Co. | 1.31% | 28,727 | $4.2M | Reduce -2.0% |
| DOW Dow Inc. | 1.27% | 117,071 | $4.1M | Add +12.0% |
| IDA Idacorp Inc. | 1.27% | 35,090 | $4.1M | Reduce -1.4% |
| HD Home Depot Inc. | 1.19% | 10,443 | $3.8M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 1.19% | 53,915 | $3.8M | Add +39.7% |
| DD Dupont DE Nemours Inc. | 1.09% | 46,792 | $3.5M | Add +2.8% |
| ABBV Abbvie Inc. | 1.07% | 16,415 | $3.4M | Add +0.2% |
| NVDA Nvidia Corp. | 0.95% | 28,118 | $3.0M | Add +58.9% |
| CAT Caterpillar Inc. | 0.94% | 9,190 | $3.0M | No change |
| T AT&T Inc. | 0.89% | 101,000 | $2.9M | Reduce -14.7% |
| PFE Pfizer Inc. | 0.84% | 106,609 | $2.7M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.75% | 19,924 | $2.4M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.74% | 10,196 | $2.4M | Add +1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 47,198 | $2.0M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.60% | 11,517 | $1.9M | Reduce -9.6% |
| UNH Unitedhealth Group Inc. | 0.55% | 3,379 | $1.8M | Add +1.4% |
| LMT Lockheed Martin Corp. | 0.53% | 3,800 | $1.7M | Add +4.1% |
| V Visa Inc. Class A | 0.51% | 4,702 | $1.6M | Add +0.4% |
| KR Kroger Co. | 0.50% | 23,957 | $1.6M | Add +7.0% |
| PGR Progressive Corp. | 0.49% | 5,570 | $1.6M | Add +0.8% |
| C Citigroup Inc. | 0.49% | 22,017 | $1.6M | Reduce -0.6% |
| CAH Cardinal Health Inc. | 0.49% | 11,332 | $1.6M | Add +0.1% |
| TRGP Targa Resources Corp. | 0.48% | 7,650 | $1.5M | Reduce -6.0% |
| COR Cencora Inc. | 0.47% | 5,450 | $1.5M | Add +1.2% |
| WMB Williams Cos Inc. | 0.45% | 24,220 | $1.4M | Reduce -14.4% |
| MA Mastercard Inc. Class A | 0.43% | 2,545 | $1.4M | Add +1.0% |
| OKE Oneok Inc. | 0.43% | 14,020 | $1.4M | Reduce -0.6% |
| TT Trane Technologies PLC | 0.43% | 4,122 | $1.4M | Add +2.0% |
| SYY Sysco Corp. | 0.43% | 18,289 | $1.4M | Add +0.6% |
| MCD McDonald's Corp. | 0.42% | 4,361 | $1.4M | Add +0.8% |
| TXN Texas Instruments Inc. | 0.40% | 7,124 | $1.3M | Add +1.2% |
| R Ryder System Inc. | 0.39% | 8,815 | $1.3M | Reduce -7.9% |
| VLO Valero Energy Corp. | 0.39% | 9,515 | $1.3M | Add +15.0% |
| LIN Linde PLC | 0.38% | 2,641 | $1.2M | Reduce -50.2% |
| GE General Electric filed as GE AEROSPACE | 0.38% | 6,090 | $1.2M | Add +7.9% |
| TMUS T-Mobile US Inc. | 0.37% | 4,501 | $1.2M | Reduce -17.1% |
| MS Morgan Stanley | 0.36% | 9,985 | $1.2M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.36% | 7,395 | $1.2M | Reduce -6.7% |
| FDX FedEx Corp. | 0.34% | 4,550 | $1.1M | Add +1.6% |
| MPC Marathon Petroleum Corp. | 0.33% | 7,300 | $1.1M | Reduce -49.0% |
| ETN Eaton Corp. PLC | 0.33% | 3,860 | $1.0M | Reduce -3.1% |
| BBY Best Buy Co. Inc. | 0.32% | 14,180 | $1.0M | Add +1.6% |
| SYF Synchrony Financial | 0.32% | 19,295 | $1.0M | New |
| ELV Elevance Health Inc. | 0.31% | 2,318 | $1.0M | Add +4.2% |
| PYPL PayPal Holdings Inc. | 0.30% | 14,840 | $968K | New |
| TGT Target Corp. | 0.28% | 8,770 | $915K | Add +15.5% |
| MDT Medtronic PLC | 0.28% | 10,167 | $914K | Add +2.2% |
| CME Cme Group Inc. | 0.28% | 3,336 | $885K | Add +1.7% |
| PM Philip Morris International | 0.27% | 5,516 | $876K | Add +5.1% |
| TSLA Tesla Inc. | 0.27% | 3,329 | $863K | Add +0.6% |
| ANET Arista Networks Inc. | 0.27% | 11,110 | $861K | New |
| MRSH Marsh & McLennan Cos | 0.27% | 3,501 | $854K | Add +0.4% |
| ORCL Oracle Corp. | 0.26% | 6,087 | $851K | Reduce -19.5% |
| MCK McKesson Corp. | 0.26% | 1,232 | $829K | Reduce -0.2% |
| FERG Ferguson Enterprises Inc. | 0.25% | 5,112 | $819K | Add +2.7% |
| INTC Intel Corp. | 0.25% | 35,850 | $814K | Reduce -59.7% |
| CRH CRH PLC | 0.25% | 9,166 | $806K | Add +2.6% |
| UNP Union Pacific Corp. | 0.25% | 3,405 | $804K | Add +2.5% |
| LRCX Lam Research Corp. | 0.24% | 10,813 | $786K | Add +12.7% |
| PEP Pepsico Inc. | 0.24% | 5,195 | $779K | Reduce -14.5% |
| WEC WEC Energy Group Inc. | 0.23% | 6,873 | $749K | Add +2.7% |
| ACN Accenture PLC Class A | 0.23% | 2,384 | $744K | Reduce -0.2% |
| BLK BlackRock Inc. | 0.22% | 759 | $718K | Add +3.1% |
| WM Waste Management Inc. | 0.22% | 3,097 | $717K | New |
| CRBG Corebridge Financial Inc. | 0.21% | 21,814 | $689K | Add +28.7% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,200 | $656K | No change |
| CEG Constellation Energy | 0.19% | 3,042 | $613K | Add +2.7% |
| EXR Extra Space Storage Inc. | 0.19% | 4,032 | $599K | Add +3.1% |
| PH Parker Hannifin Corp. | 0.18% | 954 | $580K | Add +3.4% |
| O Realty Income Corp. | 0.18% | 9,992 | $580K | Add +2.9% |
| LLY Eli Lilly & Co. | 0.15% | 603 | $498K | Add +10.4% |
| SOLV Solventum Corp. | 0.14% | 5,974 | $454K | Reduce -0.8% |
| SWX Southwest Gas Holdings Inc. | 0.13% | 5,700 | $409K | No change |
| BSX Boston Scientific Corp. | 0.12% | 3,929 | $396K | Reduce -7.7% |
| BYD Boyd Gaming Corp. | 0.12% | 6,000 | $395K | No change |
| GD General Dynamics Corp. | 0.08% | 1,000 | $273K | No change |
| AXP American Express Co. | 0.08% | 1,013 | $273K | Reduce -6.5% |
| KO The Coca-Cola Co. | 0.08% | 3,540 | $254K | Add +2.9% |
| STC Stewart Information Services | 0.08% | 3,500 | $250K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 414 | $239K | No change |
| RNR Renaissancere Holdings Ltd. | 0.07% | 898 | $216K | Reduce -2.8% |
| WFC Wells Fargo & Co. | 0.07% | 3,000 | $215K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.3% | 10.98% | −1.24 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.34 |
| AVGO Broadcom Inc. | Reduce -9.6% | 0.60% | −0.30 |
| LIN Linde PLC | Reduce -50.2% | 0.38% | −0.30 |
| INTC Intel Corp. | Reduce -59.7% | 0.25% | −0.29 |
| MPC Marathon Petroleum Corp. | Reduce -49.0% | 0.33% | −0.28 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 1.67% | −0.17 |
| ORCL Oracle Corp. | Reduce -19.5% | 0.26% | −0.12 |
| CSCO Cisco Systems Inc. | Reduce -9.3% | 2.56% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -6.7% | 0.36% | −0.10 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -3.1% | 0.33% | −0.08 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.07 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.07 |
| WAL Western Alliance Bancorp | Sold out | 0.00% | −0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.07 |
| R Ryder System Inc. | Reduce -7.9% | 0.39% | −0.07 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -0.6% | 1.19% | −0.06 |
| PEP Pepsico Inc. | Reduce -14.5% | 0.24% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.61% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.2% | 0.23% | −0.03 |
| WMB Williams Cos Inc. | Reduce -14.4% | 0.45% | −0.02 |
| AXP American Express Co. | Reduce -6.5% | 0.08% | −0.01 |
| RNR Renaissancere Holdings Ltd. | Reduce -2.8% | 0.07% | −0.00 |
| OKE Oneok Inc. | Reduce -0.6% | 0.43% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -17.1% | 0.37% | +0.01 |
| BSX Boston Scientific Corp. | Reduce -7.7% | 0.12% | +0.01 |
| C Citigroup Inc. | Reduce -0.6% | 0.49% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 4.66% | +0.02 |
| SOLV Solventum Corp. | Reduce -0.8% | 0.14% | +0.02 |
| TRGP Targa Resources Corp. | Reduce -6.0% | 0.48% | +0.03 |
| MCK McKesson Corp. | Reduce -0.2% | 0.26% | +0.04 |
| T AT&T Inc. | Reduce -14.7% | 0.89% | +0.06 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 2.85% | +0.07 |
| IDA Idacorp Inc. | Reduce -1.4% | 1.27% | +0.08 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 2.96% | +0.12 |
| MMM 3M Co. | Reduce -2.0% | 1.31% | +0.15 |
| JNJ Johnson & Johnson | Reduce -2.1% | 3.09% | +0.38 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 4.07% | +0.44 |
| AMGN Amgen Inc. | Reduce -1.6% | 3.19% | +0.52 |
| CVX Chevron Corp. | Reduce -0.9% | 6.08% | +0.85 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 6.48% | +0.95 |
Portfolio Buys Q4 2024 → Q1 2025
| NEE Nextera Energy Inc. | Add +39.7% | 1.19% | +0.34 |
| SYF Synchrony Financial | New | 0.32% | +0.32 |
| PYPL PayPal Holdings Inc. | New | 0.30% | +0.30 |
| ANET Arista Networks Inc. | New | 0.27% | +0.27 |
| WM Waste Management Inc. | New | 0.22% | +0.22 |
| NVDA Nvidia Corp. | Add +58.9% | 0.95% | +0.22 |
| ABBV Abbvie Inc. | Add +0.2% | 1.07% | +0.18 |
| COR Cencora Inc. | Add +1.2% | 0.47% | +0.10 |
| GE General Electric | Add +7.9% | 0.38% | +0.09 |
| KR Kroger Co. | Add +7.0% | 0.50% | +0.09 |
| PGR Progressive Corp. | Add +0.8% | 0.49% | +0.09 |
| VLO Valero Energy Corp. | Add +15.0% | 0.39% | +0.08 |
| PM Philip Morris International | Add +5.1% | 0.27% | +0.08 |
| CAH Cardinal Health Inc. | Add +0.1% | 0.49% | +0.08 |
| ELV Elevance Health Inc. | Add +4.2% | 0.31% | +0.06 |
| V Visa Inc. Class A | Add +0.4% | 0.51% | +0.06 |
| CRBG Corebridge Financial Inc. | Add +28.7% | 0.21% | +0.06 |
| CME Cme Group Inc. | Add +1.7% | 0.28% | +0.04 |
| MDT Medtronic PLC | Add +2.2% | 0.28% | +0.04 |
| WEC WEC Energy Group Inc. | Add +2.7% | 0.23% | +0.04 |
| MCD McDonald's Corp. | Add +0.8% | 0.42% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +0.4% | 0.27% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +1.4% | 0.55% | +0.03 |
| LRCX Lam Research Corp. | Add +12.7% | 0.24% | +0.03 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.43% | +0.03 |
| LLY Eli Lilly & Co. | Add +10.4% | 0.15% | +0.03 |
| DD Dupont DE Nemours Inc. | Add +2.8% | 1.09% | +0.02 |
| TJX TJX Companies Inc. | Add +0.6% | 0.75% | +0.02 |
| O Realty Income Corp. | Add +2.9% | 0.18% | +0.02 |
| UNP Union Pacific Corp. | Add +2.5% | 0.25% | +0.02 |
| KO The Coca-Cola Co. | Add +2.9% | 0.08% | +0.01 |
| EXR Extra Space Storage Inc. | Add +3.1% | 0.19% | +0.01 |
| SYY Sysco Corp. | Add +0.6% | 0.43% | +0.00 |
| PH Parker Hannifin Corp. | Add +3.4% | 0.18% | +0.00 |
| CRH CRH PLC | Add +2.6% | 0.25% | −0.00 |
| TXN Texas Instruments Inc. | Add +1.2% | 0.40% | −0.01 |
| BLK BlackRock Inc. | Add +3.1% | 0.22% | −0.01 |
| FERG Ferguson Enterprises Inc. | Add +2.7% | 0.25% | −0.01 |
| CEG Constellation Energy | Add +2.7% | 0.19% | −0.01 |
| DOW Dow Inc. | Add +12.0% | 1.27% | −0.01 |
| PFE Pfizer Inc. | Add +1.5% | 0.84% | −0.01 |
| MS Morgan Stanley | Add +2.0% | 0.36% | −0.01 |
| LMT Lockheed Martin Corp. | Add +4.1% | 0.53% | −0.01 |
| LOW Lowe's Cos Inc. | Add +1.7% | 0.74% | −0.02 |
| TT Trane Technologies PLC | Add +2.0% | 0.43% | −0.02 |
| TGT Target Corp. | Add +15.5% | 0.28% | −0.03 |
| FDX FedEx Corp. | Add +1.6% | 0.34% | −0.04 |
| BBY Best Buy Co. Inc. | Add +1.6% | 0.32% | −0.04 |
| TSLA Tesla Inc. | Add +0.6% | 0.27% | −0.14 |
| AMZN Amazon.com Inc. | Add +0.8% | 4.58% | −0.58 |
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 |