MondegarAI
Buckley Wealth Management, LLC

Q4 2024 · 13F-HR

Buckley Wealth Management, LLCholdings as filed

Filed 2025-02-10 · accession 0001730126-25-000003

$326.6M
Reported value
101
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$39.9M12.2%159,432CommonNONE
594918104MSFTMICROSOFT CORP$29.7M9.09%70,474CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$18.1M5.53%39,863CommonNONE
166764100CVXCHEVRON CORP NEW$17.1M5.23%117,910CommonNONE
023135106AMZNAMAZON COM INC$16.8M5.15%76,748CommonNONE
02079K305GOOGLALPHABET INC$16.1M4.93%85,073CommonNONE
46625H100JPMJPMORGAN CHASE & CO$15.1M4.64%63,187CommonNONE
30231G102XOMEXXON MOBIL CORP$11.8M3.63%110,156CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$9.3M2.84%10,111CommonNONE
742718109PGPROCTER AND GAMBLE CO$9.1M2.78%54,084CommonNONE
478160104JNJJOHNSON & JOHNSON$8.9M2.71%61,241CommonNONE
031162100AMGNAMGEN INC$8.7M2.67%33,468CommonNONE
17275R102CSCOCISCO SYS INC$8.7M2.67%147,237CommonNONE
58933Y105MRKMERCK & CO INC$6.0M1.83%60,150CommonNONE
260557103DOWDOW INC$4.2M1.28%104,561CommonNONE
437076102HDHOME DEPOT INC$4.1M1.25%10,503CommonNONE
451107106IDAIDACORP INC$3.9M1.19%35,590CommonNONE
88579Y101MMM3M CO$3.8M1.16%29,327CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3.5M1.06%45,520CommonNONE
149123101CATCATERPILLAR INC$3.3M1.02%9,190CommonNONE
11135F101AVGOBROADCOM INC$3.0M0.90%12,738CommonNONE
00287Y109ABBVABBVIE INC$2.9M0.89%16,382CommonNONE
717081103PFEPFIZER INC$2.8M0.85%105,075CommonNONE
65339F101NEENEXTERA ENERGY INC$2.8M0.85%38,588CommonNONE
00206R102TAT&T INC$2.7M0.83%118,400CommonNONE
548661107LOWLOWES COS INC$2.5M0.76%10,023CommonNONE
872540109TJXTJX COS INC NEW$2.4M0.73%19,811CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M0.73%17,700CommonNONE
G54950103LINLINDE PLC$2.2M0.68%5,304CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.64%47,716CommonNONE
56585A102MPCMARATHON PETE CORP$2.0M0.61%14,325CommonNONE
458140100INTCINTEL CORP$1.8M0.55%88,949CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.8M0.54%3,650CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.52%3,334CommonNONE
172967424CCITIGROUP INC$1.6M0.48%22,152CommonNONE
969457100WMBWILLIAMS COS INC$1.5M0.47%28,285CommonNONE
02079K107GOOGALPHABET INC$1.5M0.46%7,923CommonNONE
783549108RRYDER SYS INC$1.5M0.46%9,570CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.46%4,039CommonNONE
92826C839VVISA INC$1.5M0.45%4,684CommonNONE
87612G101TRGPTARGA RES CORP$1.5M0.44%8,135CommonNONE
682680103OKEONEOK INC NEW$1.4M0.43%14,100CommonNONE
871829107SYYSYSCO CORP$1.4M0.43%18,188CommonNONE
501044101KRKROGER CO$1.4M0.42%22,400CommonNONE
14149Y108CAHCARDINAL HEALTH INC$1.3M0.41%11,317CommonNONE
88160R101TSLATESLA INC$1.3M0.41%3,309CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.41%2,520CommonNONE
743315103PGRPROGRESSIVE CORP$1.3M0.41%5,525CommonNONE
G29183103ETNEATON CORP PLC$1.3M0.40%3,985CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.40%7,039CommonNONE
68389X105ORCLORACLE CORP$1.3M0.39%7,565CommonNONE
31428X106FDXFEDEX CORP$1.3M0.39%4,480CommonNONE
580135101MCDMCDONALDS CORP$1.3M0.38%4,326CommonNONE
617446448MSMORGAN STANLEY$1.2M0.38%9,785CommonNONE
03073E105CORCENCORA INC$1.2M0.37%5,385CommonNONE
872590104TMUST-MOBILE US INC$1.2M0.37%5,430CommonNONE
086516101BBYBEST BUY INC$1.2M0.37%13,955CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.34%7,290CommonNONE
87612E106TGTTARGET CORP$1.0M0.31%7,595CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.0M0.31%8,275CommonNONE
369604301GEGE AEROSPACE$941,5300.29%5,645CommonNONE
713448108PEPPEPSICO INC$924,0690.28%6,077CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$864,0310.26%4,978CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$840,0750.26%2,388CommonNONE
G25508105CRHCRH PLC$826,2960.25%8,931CommonNONE
036752103ELVELEVANCE HEALTH INC$820,8030.25%2,225CommonNONE
G5960L103MDTMEDTRONIC PLC$794,4070.24%9,945CommonNONE
12572Q105CMECME GROUP INC$761,7140.23%3,280CommonNONE
907818108UNPUNION PAC CORP$757,3210.23%3,321CommonNONE
09290D101BLKBLACKROCK INC$754,4810.23%736CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$740,8860.23%3,488CommonNONE
58155Q103MCKMCKESSON CORP$703,8390.22%1,235CommonNONE
512807306LRCXLAM RESEARCH CORP$692,7580.21%9,591CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$687,1440.21%1,200CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$662,6290.20%2,962CommonNONE
718172109PMPHILIP MORRIS INTL INC$631,8380.19%5,250CommonNONE
92939U106WECWEC ENERGY GROUP INC$629,1280.19%6,690CommonNONE
609207105MDLZMONDELEZ INTL INC$627,8820.19%10,512CommonNONE
701094104PHPARKER-HANNIFIN CORP$587,0560.18%923CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$584,9360.18%3,910CommonNONE
756109104OREALTY INCOME CORP$518,5040.16%9,708CommonNONE
21871X109CRBGCOREBRIDGE FINL INC$507,1940.16%16,946CommonNONE
103304101BYDBOYD GAMING CORP$435,2400.13%6,000CommonNONE
532457108LLYELI LILLY & CO$421,5120.13%546CommonNONE
844895102SWXSOUTHWEST GAS HLDGS INC$403,0470.12%5,700CommonNONE
83444M101SOLVSOLVENTUM CORP$397,9450.12%6,024CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$380,3250.12%4,258CommonNONE
025816109AXPAMERICAN EXPRESS CO$321,7200.10%1,084CommonNONE
36828A101GEVGE VERNOVA INC$285,1820.09%867CommonNONE
369550108GDGENERAL DYNAMICS CORP$263,4900.08%1,000CommonNONE
30303M102METAMETA PLATFORMS INC$242,4010.07%414CommonNONE
860372101STCSTEWART INFORMATION SVCS COR$236,2150.07%3,500CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$229,9000.07%924CommonNONE
291011104EMREMERSON ELEC CO$224,1890.07%1,809CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$223,4620.07%1,850CommonNONE
21036P108STZCONSTELLATION BRANDS INC$221,0000.07%1,000CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$215,7000.07%2,582CommonNONE
191216100KOCOCA COLA CO$214,1740.07%3,440CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$212,9240.07%2,610CommonNONE
949746101WMT2WELLS FARGO CO NEW$210,7200.06%3,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$200,6350.06%5,346CommonNONE

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.