Q1 2025 · 13F-HR
Buckley Wealth Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002084
$321.5M
Reported value
96
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $35.3M | 11.0% | 158,969 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $26.9M | 8.36% | 71,576 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.8M | 6.48% | 39,138 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $19.5M | 6.08% | 116,825 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $15.0M | 4.66% | 61,021 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $14.7M | 4.58% | 77,368 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $13.3M | 4.14% | 86,012 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $13.1M | 4.07% | 109,974 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $10.3M | 3.19% | 32,918 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $9.9M | 3.09% | 59,950 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $9.5M | 2.96% | 10,065 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $9.1M | 2.85% | 53,684 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $8.2M | 2.57% | 133,619 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $5.4M | 1.67% | 59,650 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $4.2M | 1.31% | 28,727 | Common | SOLE |
| 260557103 | DOW | DOW INC | $4.1M | 1.27% | 117,071 | Common | SOLE |
| 451107106 | IDA | IDACORP INC | $4.1M | 1.27% | 35,090 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $3.8M | 1.19% | 10,443 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $3.8M | 1.19% | 53,915 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $3.5M | 1.09% | 46,792 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.4M | 1.07% | 16,415 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.0M | 0.95% | 28,118 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $3.0M | 0.94% | 9,190 | Common | SOLE |
| 00206R102 | T | AT&T INC | $2.9M | 0.89% | 101,000 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.7M | 0.84% | 106,609 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $2.4M | 0.75% | 19,924 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $2.4M | 0.74% | 10,196 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.0M | 0.61% | 47,198 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.9M | 0.60% | 11,517 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.55% | 3,379 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $1.7M | 0.53% | 3,800 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.6M | 0.51% | 4,702 | Common | SOLE |
| 501044101 | KR | KROGER CO | $1.6M | 0.50% | 23,957 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $1.6M | 0.49% | 5,570 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $1.6M | 0.49% | 22,017 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $1.6M | 0.49% | 11,332 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $1.5M | 0.48% | 7,650 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $1.5M | 0.47% | 5,450 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $1.4M | 0.45% | 24,220 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.43% | 2,545 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.4M | 0.43% | 14,020 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $1.4M | 0.43% | 4,122 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $1.4M | 0.43% | 18,289 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.4M | 0.42% | 4,361 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.3M | 0.40% | 7,124 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $1.3M | 0.39% | 8,815 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $1.3M | 0.39% | 9,515 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.2M | 0.38% | 2,641 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.2M | 0.38% | 6,090 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $1.2M | 0.37% | 4,501 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $1.2M | 0.36% | 9,985 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.2M | 0.36% | 7,395 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $1.1M | 0.35% | 4,550 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $1.1M | 0.33% | 7,300 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.0M | 0.33% | 3,860 | Common | SOLE |
| 086516101 | BBY | BEST BUY INC | $1.0M | 0.32% | 14,180 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $1.0M | 0.32% | 19,295 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $1.0M | 0.31% | 2,318 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $968,310 | 0.30% | 14,840 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $915,237 | 0.28% | 8,770 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $913,607 | 0.28% | 10,167 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $885,007 | 0.28% | 3,336 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $875,555 | 0.27% | 5,516 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $862,744 | 0.27% | 3,329 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $860,803 | 0.27% | 11,110 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $854,349 | 0.27% | 3,501 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $851,023 | 0.26% | 6,087 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $829,124 | 0.26% | 1,232 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $819,096 | 0.25% | 5,112 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $814,154 | 0.25% | 35,850 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $806,333 | 0.25% | 9,166 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $804,397 | 0.25% | 3,405 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $786,105 | 0.24% | 10,813 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $778,938 | 0.24% | 5,195 | Common | SOLE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $749,020 | 0.23% | 6,873 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $743,903 | 0.23% | 2,384 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $718,378 | 0.22% | 759 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $716,986 | 0.22% | 3,097 | Common | SOLE |
| 21871X109 | CRBG | COREBRIDGE FINL INC | $688,668 | 0.21% | 21,814 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $655,548 | 0.20% | 1,200 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $613,358 | 0.19% | 3,042 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $598,712 | 0.19% | 4,032 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $579,889 | 0.18% | 954 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $579,636 | 0.18% | 9,992 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $498,024 | 0.15% | 603 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $454,263 | 0.14% | 5,974 | Common | SOLE |
| 844895102 | SWX | SOUTHWEST GAS HLDGS INC | $409,260 | 0.13% | 5,700 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $396,358 | 0.12% | 3,929 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $394,980 | 0.12% | 6,000 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $272,580 | 0.08% | 1,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $272,548 | 0.08% | 1,013 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $253,535 | 0.08% | 3,540 | Common | SOLE |
| 860372101 | STC | STEWART INFORMATION SVCS COR | $249,725 | 0.08% | 3,500 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $238,613 | 0.07% | 414 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $215,520 | 0.07% | 898 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $215,370 | 0.07% | 3,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.