Investor Details
| Filer Name: | BUCKLEY WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1730126 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 101 |
| Portfolio Value: | $0.33B |
Buckley Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 159,432 | $40M | 12.22% | -2.6% | - |
| MSFT | US | MICROSOFT CORP | 70,474 | $30M | 9.09% | -0.6% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 39,863 | $18M | 5.53% | -1.7% | - |
| CVX | US | CHEVRON CORP | 117,910 | $17M | 5.23% | 1.1% | - |
| AMZN | US | AMAZON.COM INC | 76,748 | $17M | 5.15% | -1.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 85,073 | $16M | 4.93% | -1.8% | - |
| JPM | US | JPMORGAN CHASE & CO | 63,187 | $15M | 4.64% | -1.0% | - |
| XOM | US | EXXON MOBIL CORP | 110,156 | $12M | 3.63% | 4.9% | - |
| COST | US | COSTCO WHOLESALE CORP | 10,111 | $9M | 2.84% | -1.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 54,084 | $9M | 2.78% | -0.7% | - |
| JNJ | US | JOHNSON & JOHNSON | 61,241 | $9M | 2.71% | 5.1% | - |
| AMGN | US | AMGEN INC | 33,468 | $9M | 2.67% | 33.2% | - |
| CSCO | US | CISCO SYSTEMS INC | 147,237 | $9M | 2.67% | -2.5% | - |
| MRK | US | MERCK & CO. INC. | 60,150 | $6M | 1.83% | -2.5% | - |
| DOW | US | DOW INC | 104,561 | $4M | 1.28% | 40.3% | - |
| HD | US | HOME DEPOT INC | 10,503 | $4M | 1.25% | -1.1% | - |
| IDA | US | IDACORP INC | 35,590 | $4M | 1.19% | - | - |
| MMM | US | 3M CO | 29,327 | $4M | 1.16% | -0.2% | - |
| DD | US | DUPONT DE NEMOURS INC | 45,520 | $3M | 1.06% | -1.0% | - |
| CAT | US | CATERPILLAR INC | 9,190 | $3M | 1.02% | -1.7% | - |