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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
+10.21%
1 Year Est. Return
+34.93%
3 Year Est. Return
+87.98%
5 Year Est. Return
+124.43%
10 Year Est. Return
–
AUM
$365M
AUM Growth
+$31.1M
Cap. Flow
+$1.22M
Cap. Flow %
0.33%
Top 10 Hldgs %
56.59%
Holding
109
New
1
Increased
28
Reduced
62
Closed
7

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$2.99M
2
KVUE icon
Kenvue
KVUE
+$1.96M
3
BA icon
Boeing
BA
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
BKH icon
Black Hills Corp
BKH
+$989K

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$1.3M
2
ELV icon
Elevance Health
ELV
+$902K
3
ACN icon
Accenture
ACN
+$791K
4
MSFT icon
Microsoft
MSFT
+$557K
5
AVGO icon
Broadcom
AVGO
+$510K

Sector Composition

Rank Sector Weight
1 Technology 27.19%
2 Financials 15.63%
3 Healthcare 10.67%
4 Energy 10.34%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$39.9M 10.91%
156,522
-1,007
-0.6% -$227K
MSFT icon
2
Microsoft
MSFT
$3.81T
$35.3M 9.67%
68,192
-1,092
-2% -$557K
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.24T
$21.5M 5.89%
88,456
+2,739
+3% +$574K
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.08T
$21M 5.75%
41,767
+2,441
+6% +$1.18M
CVX icon
5
Chevron
CVX
$396B
$18.6M 5.09%
119,655
-970
-0.8% -$150K
JPM icon
6
JPMorgan Chase
JPM
$951B
$18.4M 5.05%
58,447
-503
-0.9% -$150K
AMZN icon
7
Amazon
AMZN
$2.87T
$16.5M 4.53%
75,374
-350
-0.5% -$79.2K
XOM icon
8
ExxonMobil
XOM
$644B
$12.4M 3.39%
109,718
+1,460
+1% +$162K
COST icon
9
Costco
COST
$419B
$12M 3.3%
13,006
+3,116
+32% +$2.99M
JNJ icon
10
Johnson & Johnson
JNJ
$646B
$11M 3.03%
59,588
-1,169
-2% -$200K
AMGN icon
11
Amgen
AMGN
$234B
$9.35M 2.56%
33,148
-145
-0.4% -$42.1K
PG icon
12
Procter & Gamble
PG
$334B
$9M 2.46%
58,549
+1,565
+3% +$244K
CSCO icon
13
Cisco
CSCO
$433B
$8.89M 2.43%
129,885
-1,783
-1% -$122K
NEE icon
14
NextEra Energy
NEE
$171B
$5.77M 1.58%
76,467
+5,946
+8% +$434K
NVDA icon
15
NVIDIA
NVDA
$5.25T
$5.22M 1.43%
27,997
-586
-2% -$102K
IDA icon
16
Idacorp
IDA
$7.85B
$5.02M 1.38%
38,005
-1,000
-3% -$124K
MRK icon
17
Merck
MRK
$366B
$4.66M 1.28%
55,493
-1,857
-3% -$153K
CAT icon
18
Caterpillar
CAT
$368B
$4.37M 1.2%
9,150
-40
-0.4% -$17.1K
MMM icon
19
3M
MMM
$89.9B
$4.22M 1.15%
27,177
-250
-0.9% -$38.5K
HD icon
20
Home Depot
HD
$329B
$4.2M 1.15%
10,371
-61
-0.6% -$24K
ABBV icon
21
AbbVie
ABBV
$451B
$3.76M 1.03%
16,259
-96
-0.6% -$19.5K
DD icon
22
DuPont de Nemours
DD
$18.5B
$3.32M 0.91%
33,915
-2,168
-6% -$204K
AVGO icon
23
Broadcom
AVGO
$1.75T
$3.19M 0.87%
9,656
-1,664
-15% -$510K
T icon
24
AT&T
T
$178B
$2.81M 0.77%
99,424
-1,576
-2% -$44.8K
TJX icon
25
TJX Companies
TJX
$149B
$2.66M 0.73%
18,424
-1,291
-7% -$172K
1
2 3 4 5

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SWM
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WKWM
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PWM
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TAM
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MSCM
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MA
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Buckley Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Buckley Wealth Management held 109 positions worth $365M, up 9.3% from $334M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Buckley Wealth Management's Q3 2025 filing shows 1 new, 28 increased, 62 reduced and 7 closed positions. Its largest new stake was Kenvue: 96,000 shares worth $1.56M. The largest sale was Lowe's Companies, an estimated $1.3M.

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

  • Buckley Wealth Management's largest Q3 2025 buy was Kenvue: 96,000 shares worth $1.56M.
  • Buckley Wealth Management added most to Costco in Q3 2025, an estimated $2.99M increase.
  • Buckley Wealth Management's biggest Q3 2025 reduction was Lowe's Companies, cutting an estimated $1.3M.
  • Buckley Wealth Management fully exited Elevance Health in Q3 2025, selling an estimated $902K.
  • Buckley Wealth Management's ten largest holdings make up 57% of its $365M portfolio in Q3 2025.
  • Buckley Wealth Management opened 1 new position and closed 7 in Q3 2025.
  • Buckley Wealth Management's portfolio value rose 9.3% quarter-over-quarter to $365M.

Based on Buckley Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.