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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
+0.51%
1 Year Est. Return
+34.93%
3 Year Est. Return
+87.98%
5 Year Est. Return
+124.43%
10 Year Est. Return
–
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
-$2.07M
Cap. Flow %
-0.65%
Top 10 Hldgs %
55.63%
Holding
105
New
4
Increased
48
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.32M
2
SYF icon
Synchrony
SYF
+$1.19M
3
PYPL icon
PayPal
PYPL
+$1.16M
4
ANET icon
Arista Networks
ANET
+$1.13M
5
NEE icon
NextEra Energy
NEE
+$1.08M

Top Sells

Rank Stock Value
1
LIN icon
Linde
LIN
+$1.2M
2
INTC icon
Intel
INTC
+$1.16M
3
QCOM icon
Qualcomm
QCOM
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.04M
5
CSCO icon
Cisco
CSCO
+$838K

Sector Composition

Rank Sector Weight
1 Technology 25.12%
2 Financials 16.14%
3 Healthcare 12.64%
4 Energy 12.23%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.62T
$35.3M 10.98%
158,969
-463
-0.3% -$107K
MSFT icon
2
Microsoft
MSFT
$3.6T
$26.9M 8.36%
71,576
+1,102
+2% +$449K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.07T
$20.8M 6.48%
39,138
-725
-2% -$352K
CVX icon
4
Chevron
CVX
$404B
$19.5M 6.08%
116,825
-1,085
-0.9% -$170K
JPM icon
5
JPMorgan Chase
JPM
$950B
$15M 4.66%
61,021
-2,166
-3% -$552K
AMZN icon
6
Amazon
AMZN
$2.87T
$14.7M 4.58%
77,368
+620
+0.8% +$135K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$13.3M 4.14%
86,012
+939
+1% +$170K
XOM icon
8
ExxonMobil
XOM
$678B
$13.1M 4.07%
109,974
-182
-0.2% -$20.1K
AMGN icon
9
Amgen
AMGN
$239B
$10.3M 3.19%
32,918
-550
-2% -$162K
JNJ icon
10
Johnson & Johnson
JNJ
$659B
$9.94M 3.09%
59,950
-1,291
-2% -$202K
COST icon
11
Costco
COST
$424B
$9.52M 2.96%
10,065
-46
-0.5% -$44.8K
PG icon
12
Procter & Gamble
PG
$336B
$9.15M 2.85%
53,684
-400
-0.7% -$67K
CSCO icon
13
Cisco
CSCO
$436B
$8.25M 2.57%
133,619
-13,618
-9% -$838K
MRK icon
14
Merck
MRK
$376B
$5.35M 1.67%
59,650
-500
-0.8% -$46.7K
MMM icon
15
3M
MMM
$93.2B
$4.22M 1.31%
28,727
-600
-2% -$88.2K
DOW icon
16
Dow Inc
DOW
$22.9B
$4.09M 1.27%
117,071
+12,510
+12% +$480K
IDA icon
17
Idacorp
IDA
$8.14B
$4.08M 1.27%
35,090
-500
-1% -$56K
HD icon
18
Home Depot
HD
$343B
$3.83M 1.19%
10,443
-60
-0.6% -$23.4K
NEE icon
19
NextEra Energy
NEE
$179B
$3.82M 1.19%
53,915
+15,327
+40% +$1.08M
DD icon
20
DuPont de Nemours
DD
$18.9B
$3.49M 1.09%
37,278
+1,014
+3% +$98.9K
ABBV icon
21
AbbVie
ABBV
$470B
$3.44M 1.07%
16,415
+33
+0.2% +$6.42K
NVDA icon
22
NVIDIA
NVDA
$5.27T
$3.05M 0.95%
28,118
+10,418
+59% +$1.32M
CAT icon
23
Caterpillar
CAT
$375B
$3.03M 0.94%
9,190
– –
T icon
24
AT&T
T
$172B
$2.86M 0.89%
101,000
-17,400
-15% -$438K
PFE icon
25
Pfizer
PFE
$161B
$2.7M 0.84%
106,609
+1,534
+1% +$40.1K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Buckley Wealth Management held 105 positions worth $321M, down 1.6% from $327M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Buckley Wealth Management's Q1 2025 filing shows 4 new, 48 increased, 36 reduced and 9 closed positions. Its largest new stake was Synchrony: 19,295 shares worth $1.02M. The largest sale was Linde, an estimated $1.2M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • Buckley Wealth Management's largest Q1 2025 buy was Synchrony: 19,295 shares worth $1.02M.
  • Buckley Wealth Management added most to NVIDIA in Q1 2025, an estimated $1.32M increase.
  • Buckley Wealth Management's biggest Q1 2025 reduction was Linde, cutting an estimated $1.2M.
  • Buckley Wealth Management fully exited Qualcomm in Q1 2025, selling an estimated $1.12M.
  • Buckley Wealth Management's ten largest holdings make up 56% of its $321M portfolio in Q1 2025.
  • Buckley Wealth Management opened 4 new positions and closed 9 in Q1 2025.
  • Buckley Wealth Management's portfolio value fell 1.6% quarter-over-quarter to $321M.

Based on Buckley Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.