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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
MSFT icon
1
Microsoft
MSFT
$3.6T
$34.5M 10.31%
69,284
-2,292
-3% -$995K
AAPL icon
2
Apple
AAPL
$4.62T
$32.3M 9.67%
157,529
-1,440
-0.9% -$291K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.07T
$19.1M 5.72%
39,326
+188
+0.5% +$95.5K
CVX icon
4
Chevron
CVX
$404B
$17.3M 5.17%
120,625
+3,800
+3% +$536K
JPM icon
5
JPMorgan Chase
JPM
$950B
$17.1M 5.11%
58,950
-2,071
-3% -$528K
AMZN icon
6
Amazon
AMZN
$2.87T
$16.6M 4.97%
75,724
-1,644
-2% -$325K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$15.1M 4.52%
85,717
-295
-0.3% -$48.3K
XOM icon
8
ExxonMobil
XOM
$678B
$11.7M 3.49%
108,258
-1,716
-2% -$183K
COST icon
9
Costco
COST
$424B
$9.79M 2.93%
9,890
-175
-2% -$174K
AMGN icon
10
Amgen
AMGN
$239B
$9.3M 2.78%
33,293
+375
+1% +$106K
JNJ icon
11
Johnson & Johnson
JNJ
$659B
$9.28M 2.78%
60,757
+807
+1% +$124K
CSCO icon
12
Cisco
CSCO
$436B
$9.14M 2.73%
131,668
-1,951
-1% -$120K
PG icon
13
Procter & Gamble
PG
$336B
$9.08M 2.72%
56,984
+3,300
+6% +$539K
NEE icon
14
NextEra Energy
NEE
$179B
$4.9M 1.47%
70,521
+16,606
+31% +$1.15M
MRK icon
15
Merck
MRK
$376B
$4.54M 1.36%
57,350
-2,300
-4% -$183K
NVDA icon
16
NVIDIA
NVDA
$5.27T
$4.52M 1.35%
28,583
+465
+2% +$58.5K
IDA icon
17
Idacorp
IDA
$8.14B
$4.5M 1.35%
39,005
+3,915
+11% +$454K
MMM icon
18
3M
MMM
$93.2B
$4.18M 1.25%
27,427
-1,300
-5% -$186K
HD icon
19
Home Depot
HD
$343B
$3.82M 1.14%
10,432
-11
-0.1% -$3.98K
CAT icon
20
Caterpillar
CAT
$375B
$3.57M 1.07%
9,190
– –
AVGO icon
21
Broadcom
AVGO
$1.72T
$3.12M 0.93%
11,320
-197
-2% -$42.8K
DD icon
22
DuPont de Nemours
DD
$18.9B
$3.11M 0.93%
36,083
-1,195
-3% -$99.3K
ABBV icon
23
AbbVie
ABBV
$470B
$3.04M 0.91%
16,355
-60
-0.4% -$11.2K
T icon
24
AT&T
T
$172B
$2.92M 0.87%
101,000
– –
DOW icon
25
Dow Inc
DOW
$22.9B
$2.53M 0.76%
95,401
-21,670
-19% -$630K
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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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.