Latest Buckley Wealth Management, LLC Stock Portfolio

Buckley Wealth Management, LLC Performance:

2025 Q3: 8.87%YTD: 11.55%2024: 14.95%

Performance for 2025 Q3 is 8.87%, and YTD is 11.55%, and 2024 is 14.95%.

About Buckley Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Buckley Wealth Management, LLC is a hedge fund based in LAS VEGAS, NV. On 09-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $485.2 Millions. In it's latest 13F Holdings report, Buckley Wealth Management, LLC reported an equity portfolio of $365.2 Millions as of 30 Sep, 2025.

The top stock holdings of Buckley Wealth Management, LLC are AAPL, MSFT, GOOG. The fund has invested 10.9% of it's portfolio in APPLE INC and 9.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ELEVANCE HEALTH INC (ELV), ACCENTURE PLC IRELAND (ACN) and FIDELITY WISE ORIGIN BITCOIN stocks. They significantly reduced their stock positions in INTEL CORP (INTC), LOWES COS INC (LOW) and BOSTON SCIENTIFIC CORP (BSX). Buckley Wealth Management, LLC opened new stock positions in KENVUE INC. The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), BLACK HILLS CORP (BKH) and TARGET CORP (TGT).

Buckley Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buckley Wealth Management, LLC made a return of 8.87% in the last quarter. In trailing 12 months, it's portfolio return was 11.64%.

New Buys

Ticker	$ Bought
kenvue inc	1,558,080

New stocks bought by Buckley Wealth Management, LLC

Additions

Ticker	% Inc.
boeing co	567
black hills corp	190
target corp	50.05
costco whsl corp new	31.51
best buy inc	30.78
fedex corp	18.68
crh plc	10.8
oneok inc new	8.66

Additions to existing portfolio by Buckley Wealth Management, LLC

Reductions

Ticker	% Reduced
intel corp	-60.56
lowes cos inc	-52.38
boston scientific corp	-28.85
ge vernova inc	-26.9
ge aerospace	-26.2
cardinal health inc	-25.23
dow inc	-20.12
lam research corp	-18.03

Buckley Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blackrock esg cap allc term	-160,600
red rock resorts inc	-210,722
stewart information svcs cor	-227,850
accenture plc ireland	-790,564
fidelity wise origin bitcoin	-245,314
elevance health inc	-901,609
asml holding n v	-239,616

Buckley Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buckley Wealth Management, LLC has about 27.2% of it's holdings in Technology sector.

Sector	%
Technology	27.2
Energy	10.3
Healthcare	10
Financial Services	9.7
Consumer Cyclical	8
Communication Services	7.5
Consumer Defensive	7.4
Others	7.2
Industrials	6.4
Utilities	4
Basic Materials	2

Market Cap. Distribution

Buckley Wealth Management, LLC has about 90.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	63.4
LARGE-CAP	26.7
UNALLOCATED	7.1
MID-CAP	2.9

Stocks belong to which Index?

About 89.4% of the stocks held by Buckley Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.4
Others	9.8

Top 5 Winners (%)		%
ANET	arista networks inc	41.4 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.3 %
GOOG	alphabet inc	37.1 %
INTC	intel corp	34.7 %

Top 5 Winners ($)		$
AAPL	apple inc	7.8 M
GOOG	alphabet inc	5.8 M
JNJ	johnson & johnson	2.0 M
JPM	jpmorgan chase & co.	1.5 M
CVX	chevron corp new	1.5 M

Top 5 Losers (%)		%
DOW	dow inc	-12.1 %
TXN	texas instrs inc	-11.5 %
PM	philip morris intl inc	-10.9 %
OKE	oneok inc new	-10.2 %
HON	honeywell intl inc	-9.6 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-0.7 M
PG	procter and gamble co	-0.3 M
DOW	dow inc	-0.3 M
TXN	texas instrs inc	-0.2 M
OKE	oneok inc new	-0.1 M

Buckley Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buckley Wealth Management, LLC

Buckley Wealth Management, LLC has 102 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Buckley Wealth Management, LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	10.91	156,522	39,855,100	reduced	-0.64

ABBV	abbvie inc	1.03	16,259	3,764,610	reduced	-0.59

ABC	cencora inc	0.42	4,929	1,540,460	reduced	-8.38

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

AGYS	agilysys inc	0.10	3,408	358,692	unchanged	0.00

AMD	advanced micro devices inc	0.08	1,800	291,222	reduced	-7.69

AMGN	amgen inc	2.56	33,148	9,354,370	reduced	-0.44

AMZN	amazon com inc	4.53	75,374	16,549,900	reduced	-0.46

ANET	arista networks inc	0.46	11,515	1,677,850	added	3.65

AVGO	broadcom inc	0.87	9,656	3,185,540	reduced	-14.7

AXP	american express co	0.09	1,017	337,807	added	0.39

BA	boeing co	0.43	7,210	1,556,130	added	567

BAC	bank america corp	0.66	46,779	2,413,350	reduced	-1.03

BBY	best buy inc	0.38	18,545	1,402,370	added	30.78

BKH	black hills corp	0.43	25,631	1,578,590	added	190

BSX	boston scientific corp	0.07	2,737	267,213	reduced	-28.85

BYD	boyd gaming corp	0.14	6,000	518,700	unchanged	0.00

C	citigroup inc	0.59	21,084	2,140,030	reduced	-3.62

CAH	cardinal health inc	0.36	8,282	1,299,920	reduced	-25.23

CAT	caterpillar inc	1.20	9,150	4,365,920	reduced	-0.44