Filed: 2/10/2025ACC: 0001730126-25-000003
📋 What this filing means
BUCKLEY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $326.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$326.64M
Total AUM (reported)
2.24M
Total Shares
Allocation by class
COM$273.47M83.7%
CL B NEW$18.07M5.5%
CAP STK CL A$16.10M4.9%
SHS$6.04M1.8%
COM NEW$4.42M1.4%
CL A$2.62M0.8%
CAP STK CL C$1.51M0.5%
Portfolio Concentration
Top 3$87.70M26.8%
4–10$95.35M29.2%
11–25$69.16M21.2%
Rest$74.44M22.8%
Top 3 weight
26.8%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings101
Rows:
APPLE INC
SOLEShares159.43K
TypeSH
Market value$39.92M
12.22%
Sole
0.00
Shared
0.00
None
159.43K
MICROSOFT CORP
SOLEShares70.47K
TypeSH
Market value$29.70M
9.09%
Sole
0.00
Shared
0.00
None
70.47K
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.86K
TypeSH
Market value$18.07M
5.53%
Sole
0.00
Shared
0.00
None
39.86K
CHEVRON CORP NEW
SOLEShares117.91K
TypeSH
Market value$17.08M
5.23%
Sole
0.00
Shared
0.00
None
117.91K
AMAZON COM INC
SOLEShares76.75K
TypeSH
Market value$16.84M
5.15%
Sole
0.00
Shared
0.00
None
76.75K
ALPHABET INC
SOLEShares85.07K
TypeSH
Market value$16.10M
4.93%
Sole
0.00
Shared
0.00
None
85.07K
JPMORGAN CHASE & CO
SOLEShares63.19K
TypeSH
Market value$15.15M
4.64%
Sole
0.00
Shared
0.00
None
63.19K
EXXON MOBIL CORP
SOLEShares110.16K
TypeSH
Market value$11.85M
3.63%
Sole
0.00
Shared
0.00
None
110.16K
COSTCO WHSL CORP NEW
SOLEShares10.11K
TypeSH
Market value$9.26M
2.84%
Sole
0.00
Shared
0.00
None
10.11K
PROCTER AND GAMBLE CO
SOLEShares54.08K
TypeSH
Market value$9.07M
2.78%
Sole
0.00
Shared
0.00
None
54.08K
JOHNSON & JOHNSON
SOLEShares61.24K
TypeSH
Market value$8.86M
2.71%
Sole
0.00
Shared
0.00
None
61.24K
AMGEN INC
SOLEShares33.47K
TypeSH
Market value$8.72M
2.67%
Sole
0.00
Shared
0.00
None
33.47K
CISCO SYS INC
SOLEShares147.24K
TypeSH
Market value$8.72M
2.67%
Sole
0.00
Shared
0.00
None
147.24K
MERCK & CO INC
SOLEShares60.15K
TypeSH
Market value$5.98M
1.83%
Sole
0.00
Shared
0.00
None
60.15K
DOW INC
SOLEShares104.56K
TypeSH
Market value$4.20M
1.28%
Sole
0.00
Shared
0.00
None
104.56K
HOME DEPOT INC
SOLEShares10.50K
TypeSH
Market value$4.09M
1.25%
Sole
0.00
Shared
0.00
None
10.50K
IDACORP INC
SOLEShares35.59K
TypeSH
Market value$3.89M
1.19%
Sole
0.00
Shared
0.00
None
35.59K
3M CO
SOLEShares29.33K
TypeSH
Market value$3.79M
1.16%
Sole
0.00
Shared
0.00
None
29.33K
DUPONT DE NEMOURS INC
SOLEShares45.52K
TypeSH
Market value$3.47M
1.06%
Sole
0.00
Shared
0.00
None
45.52K
CATERPILLAR INC
SOLEShares9.19K
TypeSH
Market value$3.33M
1.02%
Sole
0.00
Shared
0.00
None
9.19K
BROADCOM INC
SOLEShares12.74K
TypeSH
Market value$2.95M
0.90%
Sole
0.00
Shared
0.00
None
12.74K
ABBVIE INC
SOLEShares16.38K
TypeSH
Market value$2.91M
0.89%
Sole
0.00
Shared
0.00
None
16.38K
PFIZER INC
SOLEShares105.08K
TypeSH
Market value$2.79M
0.85%
Sole
0.00
Shared
0.00
None
105.08K
NEXTERA ENERGY INC
SOLEShares38.59K
TypeSH
Market value$2.77M
0.85%
Sole
0.00
Shared
0.00
None
38.59K
AT&T INC
SOLEShares118.40K
TypeSH
Market value$2.70M
0.83%
Sole
0.00
Shared
0.00
None
118.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 159.43K | SH | $39.92M 12.22% | 0.00 | 0.00 | 159.43K |
MICROSOFT CORPSOLE | COM | 70.47K | SH | $29.70M 9.09% | 0.00 | 0.00 | 70.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.86K | SH | $18.07M 5.53% | 0.00 | 0.00 | 39.86K |
CHEVRON CORP NEWSOLE | COM | 117.91K | SH | $17.08M 5.23% | 0.00 | 0.00 | 117.91K |
AMAZON COM INCSOLE | COM | 76.75K | SH | $16.84M 5.15% | 0.00 | 0.00 | 76.75K |
ALPHABET INCSOLE | CAP STK CL A | 85.07K | SH | $16.10M 4.93% | 0.00 | 0.00 | 85.07K |
JPMORGAN CHASE & COSOLE | COM | 63.19K | SH | $15.15M 4.64% | 0.00 | 0.00 | 63.19K |
EXXON MOBIL CORPSOLE | COM | 110.16K | SH | $11.85M 3.63% | 0.00 | 0.00 | 110.16K |
COSTCO WHSL CORP NEWSOLE | COM | 10.11K | SH | $9.26M 2.84% | 0.00 | 0.00 | 10.11K |
PROCTER AND GAMBLE COSOLE | COM | 54.08K | SH | $9.07M 2.78% | 0.00 | 0.00 | 54.08K |
JOHNSON & JOHNSONSOLE | COM | 61.24K | SH | $8.86M 2.71% | 0.00 | 0.00 | 61.24K |
AMGEN INCSOLE | COM | 33.47K | SH | $8.72M 2.67% | 0.00 | 0.00 | 33.47K |
CISCO SYS INCSOLE | COM | 147.24K | SH | $8.72M 2.67% | 0.00 | 0.00 | 147.24K |
MERCK & CO INCSOLE | COM | 60.15K | SH | $5.98M 1.83% | 0.00 | 0.00 | 60.15K |
DOW INCSOLE | COM | 104.56K | SH | $4.20M 1.28% | 0.00 | 0.00 | 104.56K |
HOME DEPOT INCSOLE | COM | 10.50K | SH | $4.09M 1.25% | 0.00 | 0.00 | 10.50K |
IDACORP INCSOLE | COM | 35.59K | SH | $3.89M 1.19% | 0.00 | 0.00 | 35.59K |
3M COSOLE | COM | 29.33K | SH | $3.79M 1.16% | 0.00 | 0.00 | 29.33K |
DUPONT DE NEMOURS INCSOLE | COM | 45.52K | SH | $3.47M 1.06% | 0.00 | 0.00 | 45.52K |
CATERPILLAR INCSOLE | COM | 9.19K | SH | $3.33M 1.02% | 0.00 | 0.00 | 9.19K |
BROADCOM INCSOLE | COM | 12.74K | SH | $2.95M 0.90% | 0.00 | 0.00 | 12.74K |
ABBVIE INCSOLE | COM | 16.38K | SH | $2.91M 0.89% | 0.00 | 0.00 | 16.38K |
PFIZER INCSOLE | COM | 105.08K | SH | $2.79M 0.85% | 0.00 | 0.00 | 105.08K |
NEXTERA ENERGY INCSOLE | COM | 38.59K | SH | $2.77M 0.85% | 0.00 | 0.00 | 38.59K |
AT&T INCSOLE | COM | 118.40K | SH | $2.70M 0.83% | 0.00 | 0.00 | 118.40K |
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