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BWM

Buckley Wealth Management Portfolio holdings

AUM $404M
1-Year Est. Return 34.93%
This Fund
S&P 500
This Quarter Est. Return
+6.1%
1 Year Est. Return
+34.93%
3 Year Est. Return
+87.98%
5 Year Est. Return
+124.43%
10 Year Est. Return
–
AUM
$334M
AUM Growth
+$12.7M
Cap. Flow
+$1.62M
Cap. Flow %
0.48%
Top 10 Hldgs %
54.68%
Holding
109
New
13
Increased
19
Reduced
56
Closed
1

Top Buys

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$1.15M
2
SOLV icon
Solventum
SOLV
+$578K
3
MLI icon
Mueller Industries
MLI
+$544K
4
PG icon
Procter & Gamble
PG
+$539K
5
CVX icon
Chevron
CVX
+$536K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$995K
2
FERG icon
Ferguson
FERG
+$819K
3
DOW icon
Dow Inc
DOW
+$630K
4
JPM icon
JPMorgan Chase
JPM
+$528K
5
INTC icon
Intel
INTC
+$370K

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Financials 16.06%
3 Healthcare 11.31%
4 Energy 10.58%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
51
Morgan Stanley
MS
$336B
$1.26M 0.38%
8,938
-1,047
-10% -$129K
LIN icon
52
Linde
LIN
$222B
$1.23M 0.37%
2,621
-20
-0.8% -$9.13K
OKE icon
53
Oneok
OKE
$60.5B
$1.14M 0.34%
14,020
– –
ANET icon
54
Arista Networks
ANET
$235B
$1.14M 0.34%
11,110
– –
MPC icon
55
Marathon Petroleum
MPC
$101B
$1.13M 0.34%
6,800
-500
-7% -$75K
PYPL icon
56
PayPal
PYPL
$52.4B
$1.1M 0.33%
14,840
– –
TMUS icon
57
T-Mobile US
TMUS
$196B
$1.09M 0.33%
4,574
+73
+2% +$17.8K
SOLV icon
58
Solventum
SOLV
$14.9B
$1.07M 0.32%
14,142
+8,168
+137% +$578K
LRCX icon
59
Lam Research
LRCX
$384B
$1.07M 0.32%
10,948
+135
+1% +$10.7K
TSLA icon
60
Tesla
TSLA
$1.39T
$1.06M 0.32%
3,329
– –
UNH icon
61
UnitedHealth
UNH
$349B
$1.04M 0.31%
3,348
-31
-0.9% -$11.8K
FDX icon
62
FedEx
FDX
$77.7B
$1.03M 0.31%
4,550
– –
PM icon
63
Philip Morris
PM
$296B
$991K 0.3%
5,443
-73
-1% -$12.5K
CEG icon
64
Constellation Energy
CEG
$97.1B
$979K 0.29%
3,033
-9
-0.3% -$2.38K
WM icon
65
Waste Management
WM
$90B
$957K 0.29%
4,184
+1,087
+35% +$252K
BBY icon
66
Best Buy
BBY
$18.8B
$952K 0.28%
14,180
– –
CME icon
67
CME Group
CME
$96B
$902K 0.27%
3,274
-62
-2% -$16.9K
ELV icon
68
Elevance Health
ELV
$86.4B
$902K 0.27%
2,318
– –
MCK icon
69
McKesson
MCK
$99.5B
$894K 0.27%
1,220
-12
-1% -$8.47K
MDT icon
70
Medtronic
MDT
$120B
$868K 0.26%
9,954
-213
-2% -$18.1K
TGT icon
71
Target
TGT
$72.2B
$865K 0.26%
8,770
– –
CRH icon
72
CRH
CRH
$63B
$817K 0.24%
8,904
-262
-3% -$23.9K
ACN icon
73
Accenture
ACN
$112B
$791K 0.24%
2,645
+261
+11% +$79.5K
CRBG icon
74
Corebridge Financial
CRBG
$14.5B
$784K 0.23%
22,076
+262
+1% +$8.15K
GS icon
75
Goldman Sachs
GS
$297B
$781K 0.23%
1,103
-97
-8% -$56.2K
1 2
3
4 5

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SWM
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WKWM
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PWM
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MSCM
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MA
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ACM
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Buckley Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Buckley Wealth Management held 109 positions worth $334M, up 3.9% from $321M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Buckley Wealth Management's Q2 2025 filing shows 13 new, 19 increased, 56 reduced and 1 closed positions. Its largest new stake was Mueller Industries: 14,420 shares worth $573K. The largest sale was Microsoft, an estimated $995K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

  • Buckley Wealth Management's largest Q2 2025 buy was Mueller Industries: 14,420 shares worth $573K.
  • Buckley Wealth Management added most to NextEra Energy in Q2 2025, an estimated $1.15M increase.
  • Buckley Wealth Management's biggest Q2 2025 reduction was Microsoft, cutting an estimated $995K.
  • Buckley Wealth Management fully exited Ferguson in Q2 2025, selling an estimated $819K.
  • Buckley Wealth Management's ten largest holdings make up 55% of its $334M portfolio in Q2 2025.
  • Buckley Wealth Management opened 13 new positions and closed 1 in Q2 2025.
  • Buckley Wealth Management's portfolio value rose 3.9% quarter-over-quarter to $334M.

Based on Buckley Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.