SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Buckley Wealth Management, LLC

CIK 0001730126 · 10100 WEST CHARLESTON BLVD., SUITE 213, LAS VEGAS, NV, 89135 · 7028051010

Reported Value
$321M
Q1 2025
Positions
96
Filings on Record
30
2019–present window
Filed
May 15, 2025
original filing

Summary

Buckley Wealth Management, LLC reported $321M in U.S.-listed holdings across 96 positions for Q1 2025.

Its largest position, AAPL, represents 11.0% of the portfolio.

Compared with Q4 2024, the fund opened 4 new positions and exited 9.

Portfolio Metrics

Turnover
+6.1%
vs prior filed quarter
Top-10 Concentration
+56.0%
share of reported value
Largest Position
+11.0%
Apple
New / Exited
4 / 9
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $194MQ4 ’18Q1 ’19: $211MQ2 ’19: $214MQ3 ’19: $204MQ4 ’19: $220MQ4 ’19Q1 ’20: $184MQ2 ’20: $220MQ3 ’20: $223MQ4 ’20: $244MQ4 ’20Q1 ’21: $270MQ2 ’21: $291MQ3 ’21: $309MQ4 ’21: $343MQ4 ’21Q1 ’22: $369MQ2 ’22: $311MQ3 ’22: $271MQ4 ’22: $275MQ4 ’22Q1 ’23: $272MQ2 ’23: $294MQ3 ’23: $267MQ4 ’23: $288MQ4 ’23Q1 ’24: $312MQ2 ’24: $316MQ3 ’24: $325MQ4 ’24: $327MQ4 ’24Q1 ’25: $321MQ2 ’25: $334MQ3 ’25: $365MQ4 ’25: $377MQ4 ’25Q1 ’26: $392Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 97.7%Other: 2.0%REIT: 0.4%
  • Common Stock · 97.7% · $314M
  • Other · 2.0% · $6M
  • REIT · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SYFSYNCHRONY FINANCIALNEW+19.3K19.3K+$1M$1M
PYPLPAYPAL HLDGS INCNEW+14.8K14.8K+$968,310$968,310
ANETARISTA NETWORKS INCNEW+11.1K11.1K+$860,803$860,803
WMWASTE MGMT INC DELNEW+3.1K3.1K+$716,986$716,986
QCOMQUALCOMM INCSOLD OUT−7.3K0−$1M$0
MDLZMONDELEZ INTL INCSOLD OUT−10.5K0−$627,882$0
GEVGE VERNOVA INCSOLD OUT−8670−$285,182$0
EMREMERSON ELEC COSOLD OUT−1.8K0−$224,189$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

95 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AAPLAPPLE INChistory →COM10.98%$35M159.0K
2MSFTMICROSOFT CORPhistory →COM8.36%$27M71.6K
3BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW6.48%$21M39.1K
4CHVCHEVRON CORP NEWhistory →COM6.08%$20M116.8K
5JPMJPMORGAN CHASE & CO.history →COM4.66%$15M61.0K
6AMZNAMAZON COM INChistory →COM4.58%$15M77.4K
7GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.50%$14M93.4K
8EXMOCEXXON MOBIL CORPhistory →COM4.07%$13M110.0K
9AMGNAMGEN INChistory →COM3.19%$10M32.9K
10JNJJOHNSON & JOHNSONhistory →COM3.09%$10M60.0K
11COSTCOSTCO WHSL CORP NEWhistory →COM2.96%$10M10.1K
12PGPROCTER AND GAMBLE COhistory →COM2.85%$9M53.7K
13CSCOCISCO SYS INChistory →COM2.57%$8M133.6K
14MRKMERCK & CO INChistory →COM1.67%$5M59.6K
15MMM3M COhistory →COM1.31%$4M28.7K
16DOWDOW INChistory →COM1.27%$4M117.1K
17IDAIDACORP INChistory →COM1.27%$4M35.1K
18HDHOME DEPOT INChistory →COM1.19%$4M10.4K
19NEENEXTERA ENERGY INChistory →COM1.19%$4M53.9K
20DWDPEURDUPONT DE NEMOURS INChistory →COM1.09%$3M46.8K
21ABBVABBVIE INChistory →COM1.07%$3M16.4K
22NVDANVIDIA CORPORATIONCOM0.95%$3M28.1K
23CATCATERPILLAR INCCOM0.94%$3M9.2K
24TAT&T INCCOM0.89%$3M101.0K
25PFEPFIZER INCCOM0.84%$3M106.6K
26TJXTJX COS INC NEWCOM0.75%$2M19.9K
27LOWLOWES COS INCCOM0.74%$2M10.2K
28BACBANK AMERICA CORPCOM0.61%$2M47.2K
29AVGOBROADCOM INCCOM0.60%$2M11.5K
30UNHUNITEDHEALTH GROUP INCCOM0.55%$2M3.4K
31LMTLOCKHEED MARTIN CORPCOM0.53%$2M3.8K
32VVISA INCCOM CL A0.51%$2M4.7K
33KRKROGER COCOM0.50%$2M24.0K
34PGRPROGRESSIVE CORPCOM0.49%$2M5.6K
35TRVCCITIGROUP INCCOM NEW0.49%$2M22.0K
36CAHCARDINAL HEALTH INCCOM0.49%$2M11.3K
37TRGPTARGA RES CORPCOM0.48%$2M7.7K
38ABGCENCORA INCCOM0.47%$2M5.5K
39WMBWILLIAMS COS INCCOM0.45%$1M24.2K
40MAMASTERCARD INCORPORATEDCL A0.43%$1M2.5K
41OKEONEOK INC NEWCOM0.43%$1M14.0K
42TRANE TECHNOLOGIES PLCSHS0.43%$1M4.1K
43SYYSYSCO CORPCOM0.43%$1M18.3K
44MCDMCDONALDS CORPCOM0.42%$1M4.4K
45TXNTEXAS INSTRS INCCOM0.40%$1M7.1K
46RRYDER SYS INCCOM0.39%$1M8.8K
47VLOVALERO ENERGY CORPCOM0.39%$1M9.5K
48LINDE PLCSHS0.38%$1M2.6K
49GE AEROSPACECOM NEW0.38%$1M6.1K
50TMUST-MOBILE US INCCOM0.37%$1M4.5K
51DWDMORGAN STANLEYCOM NEW0.36%$1M10.0K
52FDXFEDEX CORPCOM0.35%$1M4.5K
53MPCMARATHON PETE CORPCOM0.33%$1M7.3K
54EATON CORP PLCSHS0.33%$1M3.9K
55BBYBEST BUY INCCOM0.32%$1M14.2K
56SYFSYNCHRONY FINANCIALCOM0.32%$1M19.3K
57ELVELEVANCE HEALTH INCCOM0.31%$1M2.3K
58PYPLPAYPAL HLDGS INCCOM0.30%$968,31014.8K
59DYHTARGET CORPCOM0.28%$915,2378.8K
60MEDTRONIC PLCSHS0.28%$913,60710.2K
61CMECME GROUP INCCOM0.28%$885,0073.3K
624I1PHILIP MORRIS INTL INCCOM0.27%$875,5555.5K
63TSLATESLA INCCOM0.27%$862,7443.3K
64ANETARISTA NETWORKS INCCOM SHS0.27%$860,80311.1K
65MRSHMARSH & MCLENNAN COS INCCOM0.27%$854,3493.5K
66ORCLORACLE CORPCOM0.26%$851,0236.1K
67MCKMCKESSON CORPCOM0.26%$829,1241.2K
68FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW0.25%$819,0965.1K
69INTCINTEL CORPCOM0.25%$814,15435.9K
70CRH PLCORD0.25%$806,3339.2K
71UNPUNION PAC CORPCOM0.25%$804,3973.4K
72LRCXLAM RESEARCH CORPCOM NEW0.24%$786,10510.8K
73PEPPEPSICO INCCOM0.24%$778,9385.2K
74WECWEC ENERGY GROUP INCCOM0.23%$749,0206.9K
75ACCENTURE PLC IRELANDSHS CLASS A0.23%$743,9032.4K
76BLKBLACKROCK INCCOM0.22%$718,378759
77WMWASTE MGMT INC DELCOM0.22%$716,9863.1K
78CRBGCOREBRIDGE FINL INCCOM0.21%$688,66821.8K
79GSGOLDMAN SACHS GROUP INCCOM0.20%$655,5481.2K
80CEGCONSTELLATION ENERGY CORPCOM0.19%$613,3583.0K
81EXREXTRA SPACE STORAGE INCCOM0.19%$598,7124.0K
82PHPARKER-HANNIFIN CORPCOM0.18%$579,889954
83OREALTY INCOME CORPCOM0.18%$579,63610.0K
84LLYELI LILLY & COCOM0.15%$498,024603
85SOLVSOLVENTUM CORPCOM SHS0.14%$454,2636.0K
86SWXSOUTHWEST GAS HLDGS INCCOM0.13%$409,2605.7K
87BSXBOSTON SCIENTIFIC CORPCOM0.12%$396,3583.9K
88BYDBOYD GAMING CORPCOM0.12%$394,9806.0K
89GDGENERAL DYNAMICS CORPCOM0.08%$272,5801.0K
90AXPAMERICAN EXPRESS COCOM0.08%$272,5481.0K
91KOCOCA COLA COCOM0.08%$253,5353.5K
92STCSTEWART INFORMATION SVCS CORCOM0.08%$249,7253.5K
93METAMETA PLATFORMS INCCL A0.07%$238,613414
94RENAISSANCERE HLDGS LTDCOM0.07%$215,520898
95WFCWELLS FARGO CO NEWCOM0.07%$215,3703.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$392M103May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$377M103Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$365M102Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$334M108Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$321M96May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$327M101Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$325M97Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$316M101Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$312M105Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$288M101Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$267M96Oct 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$294M127Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$272M100Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$275M105Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$271M111Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$311M139Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$369M156May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$343M125Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$309M128Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$291M129Jul 27, 202113F-HRchanges · EDGAR ↗
Q1 2021$270M125Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$244M120Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$223M110Oct 19, 202013F-HRchanges · EDGAR ↗
Q2 2020$220M122Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$184M122Apr 10, 202013F-HRchanges · EDGAR ↗
Q4 2019$220M133Jan 16, 202013F-HRchanges · EDGAR ↗
Q3 2019$204M133Oct 11, 201913F-HRchanges · EDGAR ↗
Q2 2019$214M150Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$211M146Apr 11, 201913F-HRchanges · EDGAR ↗
Q4 2018$194M137Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.