Fund HoldingsBuckley Wealth Management, LLC

Total Portfolio Value
$334.15M
Total Bought
$15.27M
Total Sold
$29.64M
Net Transaction
-$14.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)069,284+69,284034,46310.31%+34,463
JPMORGAN CHASE & CO.(JPM)61,02158,950-2,07114,96817,0905.11%+2,122
AMAZON COM INC(AMZN)075,724+75,724016,6134.97%+16,613
ALPHABET INC(GOOG)085,717+85,717015,1064.52%+15,106
NVIDIA CORPORATION(NVDA)28,11828,583+4653,0474,5161.35%+1,468
BROADCOM INC(AVGO)11,51711,320-1971,9283,1210.93%+1,192
NEXTERA ENERGY INC(NEE)53,91570,521+16,6063,8224,8961.47%+1,074
CISCO SYS INC(CSCO)133,619131,668-1,9518,2469,1352.73%+889
SOLVENTUM CORP(SOLV)5,97414,142+8,1684541,0730.32%+618
MUELLER INDS INC(MLI)07,210+7,21005730.17%+573
CATERPILLAR INC(CAT)9,1909,19003,0313,5681.07%+537
ORACLE CORP(ORCL)6,0876,297+2108511,3770.41%+526
BLACK HILLS CORP08,821+8,82104950.15%+495
HONEYWELL INTL INC(HON)01,910+1,91004450.13%+445
IDACORP INC(IDA)35,09039,005+3,9154,0784,5031.35%+425
AGILYSYS INC(AGYS)03,408+3,40803910.12%+391
CONSTELLATION ENERGY CORP(CEG)3,0423,033-96139790.29%+366
GE VERNOVA INC(GEV)0617+61703260.10%+326
EATON CORP PLC(ETN)3,8603,850-101,0491,3740.41%+325
GE AEROSPACE(GE)6,0905,965-1251,2191,5350.46%+316
CARDINAL HEALTH INC(CAH)11,33211,076-2561,5611,8610.56%+300
CITIGROUP INC(C)22,01721,877-1401,5631,8620.56%+299
LAM RESEARCH CORP(LRCX)10,81310,948+1357861,0660.32%+280
ADVANCED MICRO DEVICES INC(AMD)01,950+1,95002770.08%+277
ARISTA NETWORKS INC(ANET)11,11011,11008611,1370.34%+276
COSTCO WHSL CORP NEW(COST)10,0659,890-1759,5199,7912.93%+272
BANK AMERICA CORP47,19847,265+671,9702,2370.67%+267
SYNCHRONY FINANCIAL(SYF)19,29519,29501,0211,2880.39%+266
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,610+2,61002450.07%+245
WASTE MGMT INC DEL(WM)3,0974,184+1,0877179570.29%+240
ASML HOLDING N V
N Y REGISTRY SHS
0299+29902400.07%+240
EMERSON ELEC CO(EMR)01,757+1,75702340.07%+234
BOEING CO(BA)01,080+1,08002260.07%+226
RED ROCK RESORTS INC(RRR)04,050+4,05002110.06%+211
WESTERN ALLIANCE BANCORP(WAL)02,582+2,58202010.06%+201
TEXAS INSTRS INC(TXN)7,1247,119-51,2801,4780.44%+198
TESLA INC(TSLA)3,3293,32908631,0570.32%+195
PARKER-HANNIFIN CORP(PH)9541,094+1405807640.23%+184
BLACKROCK ESG CAP ALLC TERM(ECAT)010,000+10,00001610.05%+161
ALPHABET INC(GOOG)7,3957,39501,1551,3120.39%+156
TRANE TECHNOLOGIES PLC(TT)4,1223,486-6361,3891,5250.46%+136
ELI LILLY & CO(LLY)603812+2094986330.19%+135
PAYPAL HLDGS INC(PYPL)14,84014,84009681,1030.33%+135
RYDER SYS INC(R)8,8158,790-251,2681,3980.42%+130
GOLDMAN SACHS GROUP INC(GS)1,2001,103-976567810.23%+125
PHILIP MORRIS INTL INC(PM)5,5165,443-738769910.30%+116
CENCORA INC5,4505,380-701,5161,6130.48%+98
COREBRIDGE FINL INC(CRBD)21,81422,076+2626897840.23%+95
MORGAN STANLEY(MS)9,9858,938-1,0471,1651,2590.38%+94
KROGER CO(KR)23,95723,707-2501,6221,7010.51%+79
BOYD GAMING CORP(BYD)6,0006,00003954690.14%+74
META PLATFORMS INC(META)414418+42393090.09%+70
WILLIAMS COS INC(WMB)24,22024,140-801,4471,5160.45%+69
AT&T INC(T)101,000101,00002,8562,9230.87%+67
MARATHON PETE CORP(MPC)7,3006,800-5001,0641,1300.34%+66
MCKESSON CORP(MCK)1,2321,220-128298940.27%+65
LOCKHEED MARTIN CORP(LMT)3,8003,80001,6971,7600.53%+62
BLACKROCK INC(BLK)759733-267187690.23%+51
AMERICAN EXPRESS CO(AXP)1,0131,01302733230.10%+51
ACCENTURE PLC IRELAND
SHS CLASS A
2,3842,645+2617447910.24%+47
MASTERCARD INCORPORATED(MA)2,5452,530-151,3951,4220.43%+27
GENERAL DYNAMICS CORP(GD)1,0001,00002732920.09%+19
VALERO ENERGY CORP(VLO)9,5159,485-301,2571,2750.38%+18
CME GROUP INC(CME)3,3363,274-628859020.27%+17
BOSTON SCIENTIFIC CORP(BSX)3,9293,847-823964130.12%+17
VISA INC(V)4,7024,684-181,6481,6630.50%+15
SOUTHWEST GAS HLDGS INC(SWX)5,7005,70004094240.13%+15
CRH PLC
ORD
9,1668,904-2628068170.24%+11
TJX COS INC NEW(TJX)19,92419,715-2092,4272,4350.73%+8
RENAISSANCERE HLDGS LTD(RNR)89889802162180.07%+3
LINDE PLC(LIN)2,6412,621-201,2301,2300.37%-0
HOME DEPOT INC(HD)10,44310,432-113,8273,8251.14%-2
COCA COLA CO(KO)3,5403,54002542500.07%-3
WELLS FARGO CO NEW(WFC)3,0002,500-5002152000.06%-15
REALTY INCOME CORP(O)9,9929,686-3065805580.17%-22
STEWART INFORMATION SVCS COR(STC)3,5003,50002502280.07%-22
EXTRA SPACE STORAGE INC(EXR)4,0323,908-1245995760.17%-23
UNION PAC CORP(UNP)3,4053,388-178047800.23%-25
WEC ENERGY GROUP INC(WEC)6,8736,823-507497110.21%-38
3M CO(MMM)28,72727,427-1,3004,2194,1751.25%-43
MEDTRONIC PLC(MDT)10,1679,954-2139148680.26%-46
TARGET CORP(TGT)8,7708,77009158650.26%-50
SYSCO CORP(SYY)18,28917,279-1,0101,3721,3090.39%-64
PROCTER AND GAMBLE CO(PG)53,68456,984+3,3009,1499,0792.72%-70
FEDEX CORP(FDX)4,5504,55001,1091,0340.31%-75
BEST BUY INC(BBY)14,18014,18001,0449520.28%-92
MARSH & MCLENNAN COS INC(MRSH)3,5013,479-228547610.23%-94
MCDONALDS CORP(MCD)4,3614,341-201,3621,2680.38%-94
ELEVANCE HEALTH INC(ELV)2,3182,31801,0089020.27%-107
PROGRESSIVE CORP(PGR)5,5705,505-651,5761,4690.44%-107
PEPSICO INC(PEP)5,1955,074-1217796700.20%-109
T-MOBILE US INC(TMUS)4,5014,574+731,2001,0900.33%-111
LOWES COS INC(LOW)10,19610,083-1132,3782,2370.67%-141
TARGA RES CORP(TRGP)7,6507,640-101,5341,3300.40%-204
ONEOK INC NEW(OKE)14,02014,02001,3911,1440.34%-247
PFIZER INC(PFE)106,60995,976-10,6332,7012,3260.70%-375
DUPONT DE NEMOURS INC(DD)46,79245,292-1,5003,4943,1070.93%-388
ABBVIE INC(ABBV)16,41516,355-603,4393,0360.91%-403
INTEL CORP(INTC)35,85018,000-17,8508144030.12%-411
JOHNSON & JOHNSON(JNJ)59,95060,757+8079,9429,2812.78%-661
Page 1 of 1