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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
+1.24%
1 Year Est. Return
+34.93%
3 Year Est. Return
+87.98%
5 Year Est. Return
+124.43%
10 Year Est. Return
–
AUM
$327M
AUM Growth
+$2.01M
Cap. Flow
+$1.77M
Cap. Flow %
0.54%
Top 10 Hldgs %
56.04%
Holding
103
New
6
Increased
44
Reduced
37
Closed
2

Top Buys

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$2.47M
2
DOW icon
Dow Inc
DOW
+$1.4M
3
BLK icon
Blackrock
BLK
+$747K
4
LRCX icon
Lam Research
LRCX
+$727K
5
XOM icon
ExxonMobil
XOM
+$606K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.02M
2
INTC icon
Intel
INTC
+$890K
3
CDW icon
CDW
CDW
+$685K
4
PFE icon
Pfizer
PFE
+$533K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

Rank Sector Weight
1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.62T
$39.9M 12.22%
159,432
-4,337
-3% -$1.02M
MSFT icon
2
Microsoft
MSFT
$3.6T
$29.7M 9.09%
70,474
-457
-0.6% -$195K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.07T
$18.1M 5.53%
39,863
-702
-2% -$324K
CVX icon
4
Chevron
CVX
$404B
$17.1M 5.23%
117,910
+1,234
+1% +$189K
AMZN icon
5
Amazon
AMZN
$2.87T
$16.8M 5.15%
76,748
-1,145
-1% -$234K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.22T
$16.1M 4.93%
85,073
-1,553
-2% -$272K
JPM icon
7
JPMorgan Chase
JPM
$950B
$15.1M 4.64%
63,187
-647
-1% -$151K
XOM icon
8
ExxonMobil
XOM
$678B
$11.8M 3.63%
110,156
+5,180
+5% +$606K
COST icon
9
Costco
COST
$424B
$9.26M 2.84%
10,111
-191
-2% -$177K
PG icon
10
Procter & Gamble
PG
$336B
$9.07M 2.78%
54,084
-370
-0.7% -$63K
JNJ icon
11
Johnson & Johnson
JNJ
$659B
$8.86M 2.71%
61,241
+2,972
+5% +$461K
AMGN icon
12
Amgen
AMGN
$239B
$8.72M 2.67%
33,468
+8,333
+33% +$2.47M
CSCO icon
13
Cisco
CSCO
$436B
$8.72M 2.67%
147,237
-3,805
-3% -$217K
MRK icon
14
Merck
MRK
$376B
$5.98M 1.83%
60,150
-1,530
-2% -$158K
DOW icon
15
Dow Inc
DOW
$22.9B
$4.2M 1.28%
104,561
+30,045
+40% +$1.4M
HD icon
16
Home Depot
HD
$343B
$4.09M 1.25%
10,503
-115
-1% -$47K
IDA icon
17
Idacorp
IDA
$8.14B
$3.89M 1.19%
35,590
– –
MMM icon
18
3M
MMM
$93.2B
$3.79M 1.16%
29,327
-62
-0.2% -$8.13K
DD icon
19
DuPont de Nemours
DD
$18.9B
$3.47M 1.06%
36,264
-375
-1% -$39K
CAT icon
20
Caterpillar
CAT
$375B
$3.33M 1.02%
9,190
-157
-2% -$60.9K
AVGO icon
21
Broadcom
AVGO
$1.72T
$2.95M 0.9%
12,738
-10
-0.1% -$1.85K
ABBV icon
22
AbbVie
ABBV
$470B
$2.91M 0.89%
16,382
-120
-0.7% -$22.1K
PFE icon
23
Pfizer
PFE
$161B
$2.79M 0.85%
105,075
-19,651
-16% -$533K
NEE icon
24
NextEra Energy
NEE
$179B
$2.77M 0.85%
38,588
+112
+0.3% +$8.7K
T icon
25
AT&T
T
$172B
$2.7M 0.83%
118,400
-2,000
-2% -$45K
1
2 3 4 5

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RGC
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SWM
Seaside Wealth Management Carlsbad, California $405M AUM 21.43% 1-Year Est. Return
WKWM
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PWM
Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return
MSCM
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MA
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ACM
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Buckley Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Buckley Wealth Management held 103 positions worth $327M, up 0.62% from $325M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Buckley Wealth Management's Q4 2024 filing shows 6 new, 44 increased, 37 reduced and 2 closed positions. Its largest new stake was Blackrock: 736 shares worth $754K. The largest sale was Apple, an estimated $1.02M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • Buckley Wealth Management's largest Q4 2024 buy was Blackrock: 736 shares worth $754K.
  • Buckley Wealth Management added most to Amgen in Q4 2024, an estimated $2.47M increase.
  • Buckley Wealth Management's biggest Q4 2024 reduction was Apple, cutting an estimated $1.02M.
  • Buckley Wealth Management fully exited CDW in Q4 2024, selling an estimated $685K.
  • Buckley Wealth Management's ten largest holdings make up 56% of its $327M portfolio in Q4 2024.
  • Buckley Wealth Management opened 6 new positions and closed 2 in Q4 2024.
  • Buckley Wealth Management's portfolio value rose 0.62% quarter-over-quarter to $327M.

Based on Buckley Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.