Filed: 5/15/2025ACC: 0001172661-25-002084
📋 What this filing means
BUCKLEY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $321.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$321.46M
Total AUM (reported)
2.20M
Total Shares
Allocation by class
COM$269.88M84.0%
CL B NEW$20.84M6.5%
CAP STK CL A$13.30M4.1%
COM NEW$4.73M1.5%
SHS$4.58M1.4%
COM CL A$1.65M0.5%
CL A$1.63M0.5%
Portfolio Concentration
Top 3$83.02M25.8%
4–10$95.81M29.8%
11–25$70.87M22.0%
Rest$71.76M22.3%
Top 3 weight
25.8%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 2.20M
Sole
Full voting authority
2.20M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:
APPLE INC
SOLEShares158.97K
TypeSH
Market value$35.31M
10.98%
Sole
158.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares71.58K
TypeSH
Market value$26.87M
8.36%
Sole
71.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.14K
TypeSH
Market value$20.84M
6.48%
Sole
39.14K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares116.83K
TypeSH
Market value$19.54M
6.08%
Sole
116.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares61.02K
TypeSH
Market value$14.97M
4.66%
Sole
61.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares77.37K
TypeSH
Market value$14.72M
4.58%
Sole
77.37K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares86.01K
TypeSH
Market value$13.30M
4.14%
Sole
86.01K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares109.97K
TypeSH
Market value$13.08M
4.07%
Sole
109.97K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares32.92K
TypeSH
Market value$10.26M
3.19%
Sole
32.92K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.95K
TypeSH
Market value$9.94M
3.09%
Sole
59.95K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares10.06K
TypeSH
Market value$9.52M
2.96%
Sole
10.06K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares53.68K
TypeSH
Market value$9.15M
2.85%
Sole
53.68K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares133.62K
TypeSH
Market value$8.25M
2.57%
Sole
133.62K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares59.65K
TypeSH
Market value$5.35M
1.67%
Sole
59.65K
Shared
0.00
None
0.00
3M CO
SOLEShares28.73K
TypeSH
Market value$4.22M
1.31%
Sole
28.73K
Shared
0.00
None
0.00
DOW INC
SOLEShares117.07K
TypeSH
Market value$4.09M
1.27%
Sole
117.07K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares35.09K
TypeSH
Market value$4.08M
1.27%
Sole
35.09K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.44K
TypeSH
Market value$3.83M
1.19%
Sole
10.44K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares53.91K
TypeSH
Market value$3.82M
1.19%
Sole
53.91K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares46.79K
TypeSH
Market value$3.49M
1.09%
Sole
46.79K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.41K
TypeSH
Market value$3.44M
1.07%
Sole
16.41K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28.12K
TypeSH
Market value$3.05M
0.95%
Sole
28.12K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares9.19K
TypeSH
Market value$3.03M
0.94%
Sole
9.19K
Shared
0.00
None
0.00
AT&T INC
SOLEShares101K
TypeSH
Market value$2.86M
0.89%
Sole
101K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares106.61K
TypeSH
Market value$2.70M
0.84%
Sole
106.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 158.97K | SH | $35.31M 10.98% | 158.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 71.58K | SH | $26.87M 8.36% | 71.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.14K | SH | $20.84M 6.48% | 39.14K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 116.83K | SH | $19.54M 6.08% | 116.83K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 61.02K | SH | $14.97M 4.66% | 61.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 77.37K | SH | $14.72M 4.58% | 77.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 86.01K | SH | $13.30M 4.14% | 86.01K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 109.97K | SH | $13.08M 4.07% | 109.97K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 32.92K | SH | $10.26M 3.19% | 32.92K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 59.95K | SH | $9.94M 3.09% | 59.95K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 10.06K | SH | $9.52M 2.96% | 10.06K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 53.68K | SH | $9.15M 2.85% | 53.68K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 133.62K | SH | $8.25M 2.57% | 133.62K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 59.65K | SH | $5.35M 1.67% | 59.65K | 0.00 | 0.00 |
3M COSOLE | COM | 28.73K | SH | $4.22M 1.31% | 28.73K | 0.00 | 0.00 |
DOW INCSOLE | COM | 117.07K | SH | $4.09M 1.27% | 117.07K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 35.09K | SH | $4.08M 1.27% | 35.09K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.44K | SH | $3.83M 1.19% | 10.44K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 53.91K | SH | $3.82M 1.19% | 53.91K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 46.79K | SH | $3.49M 1.09% | 46.79K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.41K | SH | $3.44M 1.07% | 16.41K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.12K | SH | $3.05M 0.95% | 28.12K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 9.19K | SH | $3.03M 0.94% | 9.19K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 101K | SH | $2.86M 0.89% | 101K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 106.61K | SH | $2.70M 0.84% | 106.61K | 0.00 | 0.00 |
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