BUCKLEY WEALTH MANAGEMENT, LLC

PrivateCIK: 1730126
Location

LAS VEGAS, NV

103
Positions
$391.85M
Total AUM (reported)
2.36M
Total Shares

Allocation by class

TOTAL AUM$391.85M103 positions
COM$319.72M81.6%
CAP STK CL A$24.37M6.2%
CL B NEW$21.14M5.4%
SHS$6.80M1.7%
COM NEW$6.59M1.7%
COMMON STOCK$3.55M0.9%
COM SHS$2.17M0.6%

Portfolio Concentration

Top 322.9%4–1032.3%11–2521.5%Rest23.4%TOP 1055.2%0%100%
Top 3$89.70M22.9%
4–10$126.44M32.3%
11–25$84.11M21.5%
Rest$91.60M23.4%

Top 3 weight

22.9%

Top 10 weight

55.2%

Voting Authority Distribution

Total shares with voting rights: 2.36M

Sole

Full voting authority

2.36M

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)

Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:

APPLE INC

SOLE
COM
Shares155.32K
TypeSH
Market value$39.42M
10.06%
Sole
155.32K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares69.79K
TypeSH
Market value$25.84M
6.59%
Sole
69.79K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares118.13K
TypeSH
Market value$24.44M
6.24%
Sole
118.13K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares84.76K
TypeSH
Market value$24.37M
6.22%
Sole
84.76K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares44.10K
TypeSH
Market value$21.14M
5.39%
Sole
44.10K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares106.63K
TypeSH
Market value$18.09M
4.62%
Sole
106.63K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares60.09K
TypeSH
Market value$17.68M
4.51%
Sole
60.09K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares79.34K
TypeSH
Market value$16.52M
4.22%
Sole
79.34K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares59.12K
TypeSH
Market value$14.45M
3.69%
Sole
59.12K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares14.23K
TypeSH
Market value$14.18M
3.62%
Sole
14.23K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares33.10K
TypeSH
Market value$11.65M
2.97%
Sole
33.10K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares124.48K
TypeSH
Market value$9.66M
2.46%
Sole
124.48K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares60.25K
TypeSH
Market value$8.70M
2.22%
Sole
60.25K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares77.66K
TypeSH
Market value$7.21M
1.84%
Sole
77.66K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares54.55K
TypeSH
Market value$6.61M
1.69%
Sole
54.55K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares8.95K
TypeSH
Market value$6.34M
1.62%
Sole
8.95K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares32.84K
TypeSH
Market value$5.73M
1.46%
Sole
32.84K
Shared
0.00
None
0.00

IDACORP INC

SOLE
COM
Shares37.80K
TypeSH
Market value$5.40M
1.38%
Sole
37.80K
Shared
0.00
None
0.00

3M CO

SOLE
COM
Shares26.67K
TypeSH
Market value$3.87M
0.99%
Sole
26.67K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares16.38K
TypeSH
Market value$3.56M
0.91%
Sole
16.38K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares10.27K
TypeSH
Market value$3.38M
0.86%
Sole
10.27K
Shared
0.00
None
0.00

TARGA RES CORP

SOLE
COM
Shares12.50K
TypeSH
Market value$3.14M
0.80%
Sole
12.50K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares110.01K
TypeSH
Market value$3.09M
0.79%
Sole
110.01K
Shared
0.00
None
0.00

AT&T INC

SOLE
COM
Shares99.74K
TypeSH
Market value$2.89M
0.74%
Sole
99.74K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares18.06K
TypeSH
Market value$2.88M
0.74%
Sole
18.06K
Shared
0.00
None
0.00
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