Buckley Wealth Management, LLC
104 holdingsFiling period: 2026-03-31Current AUM: $452.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 155.3K | $39.4M | $48.0M | 10.61% | +410 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 69.8K | $25.8M | $32.4M | 7.17% | +1.8K | 2026-03-31 |
| 3 | CVX | CHEVRON CORPORATION | 118.1K | $24.4M | $23.3M | 5.14% | -2,096 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 84.8K | $24.4M | $30.2M | 6.68% | -1,129 | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 44.1K | $21.1M | $21.1M | 4.67% | +1.8K | 2026-03-31 |
| 6 | XOM | EXXON MOBIL CORP | 106.6K | $18.1M | $16.6M | 3.67% | -3,054 | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 106.6K | $18.1M | $16.6M | 3.67% | -3,054 | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 60.1K | $17.7M | $21.1M | 4.67% | +2.2K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 79.3K | $16.5M | $21.5M | 4.76% | +4.2K | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 59.1K | $14.5M | $15.2M | 3.35% | -167 | 2026-03-31 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 14.2K | $14.2M | $13.5M | 3.00% | +144 | 2026-03-31 |
| 12 | AMGN | AMGEN INC | 33.1K | $11.6M | $12.7M | 2.82% | -133 | 2026-03-31 |
| 13 | CSCO | CISCO SYS INC | 124.5K | $9.7M | $14.4M | 3.19% | -2,291 | 2026-03-31 |
| 14 | PG | PROCTER & GAMBLE CO | 60.3K | $8.7M | $8.7M | 1.93% | +685 | 2026-03-31 |
| 15 | NEE | NEXTERA ENERGY INC | 77.7K | $7.2M | $6.7M | 1.49% | +1.4K | 2026-03-31 |
| 16 | MRK | MERCK & CO INC | 54.6K | $6.6M | $7.2M | 1.58% | -500 | 2026-03-31 |
| 17 | CAT | CATERPILLAR INC | 8.9K | $6.3M | $7.3M | 1.61% | -50 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 32.8K | $5.7M | $6.6M | 1.46% | +4.1K | 2026-03-31 |
| 19 | IDA | IDACORP INC | 37.8K | $5.4M | $5.4M | 1.19% | -- | 2026-03-31 |
| 20 | MMM | 3M CO | 26.7K | $3.9M | $4.7M | 1.04% | -430 | 2026-03-31 |
| 21 | ABBV | ABBVIE INC | 16.4K | $3.6M | $4.1M | 0.91% | +231 | 2026-03-31 |
| 22 | HD | HOME DEPOT INC | 10.3K | $3.4M | $3.4M | 0.75% | +223 | 2026-03-31 |
| 23 | TRGP | TARGA RES CORP | 12.5K | $3.1M | $3.4M | 0.75% | +4.4K | 2026-03-31 |
| 24 | PFE | PFIZER INC | 110.0K | $3.1M | $2.8M | 0.61% | -3,051 | 2026-03-31 |
| 25 | T | AT&T INC | 99.7K | $2.9M | $2.3M | 0.51% | -- | 2026-03-31 |
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