Sponsored

The Analysis of Buckley Wealth Management, LLC's Holdings & P&L

Currently, Buckley Wealth Management, LLC holds 104 types of securities in its portfolio with a total value $404.3M. In the most recent quarter, they have increased their positions in MRK (+11.7K shares, valued at $1.5M), N/A (+9.7K shares, valued at $1.3M), N/A (+5.0K shares, valued at $1.1M); decreased their positions in CAT (-925 shares, valued at $985.0K), N/A (-8.0K shares, valued at $945.3K), VLO (-2.4K shares, valued at $636.8K); initiated new positions in N/A (+9.7K shares, valued at $1.3M), N/A (+5.0K shares, valued at $1.1M), N/A (+5.0K shares, valued at $1.1M).

1M P&L

+4.6M+1.43%

3M P&L

+22.8M+7.58%

HY P&L

+35.9M+12.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics44.5M

13.5%

2Drug Manufacturers - General39.1M

11.9%

3Internet Content & Information32.6M

9.9%

Top Industries by Stock Count

1Semiconductors6 stocks

6.9%

2Drug Manufacturers - General5 stocks

5.7%

3Aerospace & Defense4 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC153.8K shares-0.95%2026-06-302026-08-07

GOOGL ALPHABET INC85.4K shares0.73%2026-06-302026-08-07

MSFT MICROSOFT CORP72.1K shares3.31%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL45.7K shares3.61%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO60.0K shares-0.17%2026-06-302026-08-07

CVX CHEVRON CORPORATION116.9K shares-1.03%2026-06-302026-08-07

AMZN AMAZON COM INC79.0K shares-0.45%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON58.8K shares-0.47%2026-06-302026-08-07

Sponsored

CISCO SYS INC CISCO SYS INC116.4K shares-6.47%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION13.7K shares-3.94%2026-06-302026-08-07

AMGN AMGEN INC32.9K shares-0.76%2026-06-302026-08-07

PG PROCTER & GAMBLE CO62.4K shares3.58%2026-06-302026-08-07

MRK MERCK & CO INC66.3K shares21.50%2026-06-302026-08-07

CAT CATERPILLAR INC8.0K shares-10.34%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC84.6K shares8.91%2026-06-302026-08-07

NVDA NVIDIA CORPORATION33.8K shares2.82%2026-06-302026-08-07

Sponsored

IDA IDACORP INC37.6K shares-0.53%2026-06-302026-08-07

3M CO 3M CO26.9K shares0.94%2026-06-302026-08-07

ABBVIE INC ABBVIE INC16.3K shares-0.55%2026-06-302026-08-07

LRCX LAM RESEARCH CORP8.4K shares-9.95%2026-06-302026-08-07

BROADCOM INC BROADCOM INC9.6K shares3.41%2026-06-302026-08-07

HD HOME DEPOT INC10.3K shares0.00%2026-06-302026-08-07

TRGP TARGA RES CORP10.8K shares-13.27%2026-06-302026-08-07

TJX TJX COS INC NEW17.9K shares-0.97%2026-06-302026-08-07

Sponsored

PFE PFIZER INC106.1K shares-3.58%2026-06-302026-08-07

TXN TEXAS INSTRS INC7.9K shares-2.28%2026-06-302026-08-07

GEHC GE HEALTHCARE TECHNOLOGIES I36.9K shares32.25%2026-06-302026-08-07

T AT&T INC112.4K shares12.73%2026-06-302026-08-07

BAC BANK OF AMER CORP40.4K shares-11.22%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP4.3K shares2.37%2026-06-302026-08-07

Q QNITY ELECTRONICS INC12.9K shares-5.24%2026-06-302026-08-07

VISA INC VISA INC6.1K shares5.21%2026-06-302026-08-07

Sponsored

GOOG ALPHABET INC5.8K shares-15.71%2026-06-302026-08-07

R RYDER SYS INC7.7K shares-4.83%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC4.1K shares4.50%2026-06-302026-08-07

C CITIGROUP INC13.5K shares-21.77%2026-06-302026-08-07

LUV SOUTHWEST AIRLS CO36.6K shares11.54%2026-06-302026-08-07

BKH BLACK HILLS CORP25.0K shares-1.96%2026-06-302026-08-07

ANET ARISTA NETWORKS INC10.8K shares-0.60%2026-06-302026-08-07

KVUE KENVUE INC95.1K shares-1.04%2026-06-302026-08-07

Sponsored

ETN EATON CORP PLC4.2K shares-2.19%2026-06-302026-08-07

BA BOEING CO8.3K shares3.09%2026-06-302026-08-07

CAH CARDINAL HEALTH INC7.2K shares-3.21%2026-06-302026-08-07

SYY SYSCO CORP20.3K shares2.32%2026-06-302026-08-07

MS MORGAN STANLEY8.0K shares-15.32%2026-06-302026-08-07

TGT TARGET CORP12.8K shares-9.07%2026-06-302026-08-07

WMB WILLIAMS COS INC22.3K shares-5.19%2026-06-302026-08-07

BBY BEST BUY INC21.0K shares4.45%2026-06-302026-08-07

Sponsored

OKE ONEOK INC NEW18.6K shares-3.79%2026-06-302026-08-07

GE GE AEROSPACE4.3K shares15.01%2026-06-302026-08-07

VLO VALERO ENERGY CORP6.0K shares-28.87%2026-06-302026-08-07

IVZ INVESCO LTD57.2K shares0.40%2026-06-302026-08-07

MPC MARATHON PETE CORP5.8K shares-7.94%2026-06-302026-08-07

SYF SYNCHRONY FINANCIAL19.4K shares1.07%2026-06-302026-08-07

LIN LINDE PLC2.8K shares5.15%2026-06-302026-08-07

TSLA TESLA INC3.3K shares-0.33%2026-06-302026-08-07

Sponsored

UNP UNION PAC CORP5.1K shares4.88%2026-06-302026-08-07

FDX FEDEX CORP4.2K shares-18.76%2026-06-302026-08-07

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.7K sharesnew addition2026-06-302026-08-07

PH PARKER-HANNIFIN CORP1.3K shares5.12%2026-06-302026-08-07

COR CENCORA INC4.5K shares-1.55%2026-06-302026-08-07

MCD MCDONALDS CORP4.7K shares-1.27%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC6.9K shares12.53%2026-06-302026-08-07

MLI MUELLER INDS INC10.0K shares4.45%2026-06-302026-08-07

Sponsored

AMD ADVANCED MICRO DEVICES INC2.1K shares0.00%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC10.4K shares5.15%2026-06-302026-08-07

KR KROGER CO21.7K shares-2.80%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL5.1K shares4.55%2026-06-302026-08-07

LLY ELI LILLY & CO943 shares9.27%2026-06-302026-08-07

HONEYWELL INTL INC HONEYWELL INTL INC5.0K sharesnew addition2026-06-302026-08-07

LOW LOWES COS INC5.1K shares-2.85%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.0K sharesnew addition2026-06-302026-08-07

Sponsored

GSK PLC GSK PLC21.1K shares44.51%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K sharesnew addition2026-06-302026-08-07

WELL WELLTOWER INC4.6K shares5.03%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC1.0K shares-9.03%2026-06-302026-08-07

CRH CRH PLC9.0K shares3.97%2026-06-302026-08-07

PEP PEPSICO INC6.8K shares12.90%2026-06-302026-08-07

CEG CONSTELLATION ENERGY CORP3.4K shares3.41%2026-06-302026-08-07

CME CME GROUP INC3.6K shares3.27%2026-06-302026-08-07

Sponsored

BLK BLACKROCK INC830 shares5.46%2026-06-302026-08-07

MCK MCKESSON CORP987 shares8.82%2026-06-302026-08-07

DOW DOW HLDGS INC26.2K shares-30.86%2026-06-302026-08-07

O REALTY INCOME CORP11.0K shares5.03%2026-06-302026-08-07

SOLV SOLVENTUM CORP8.6K shares-11.58%2026-06-302026-08-07

TMUS T-MOBILE US INC3.8K shares-13.70%2026-06-302026-08-07

MMC MARSH & MCLENNAN COS INC3.8K shares3.58%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS2.0K sharesnew addition2026-06-302026-08-07

Sponsored

NPFI NUSHARES ETF TR20.9K shares5.02%2026-06-302026-08-07

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.1K sharesnew addition2026-06-302026-08-07

BYD BOYD GAMING CORP5.3K shares-12.50%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC339 sharesnew addition2026-06-302026-08-07

GD GENERAL DYNAMICS CORP1.0K shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP2.4K shares-2.74%2026-06-302026-08-07

GEV GE VERNOVA INC288 shares-25.39%2026-06-302026-08-07

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC2.1K sharesnew addition2026-06-302026-08-07

Sponsored

KO COCA COLA CO3.6K shares0.00%2026-06-302026-08-07

INTC INTEL CORP2.0K sharesnew addition2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC418 shares-2.34%2026-06-302026-08-07

SWX SOUTHWEST GAS HLDGS INC2.6K shares-45.92%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO655 shares-35.34%2026-06-302026-08-07

WFC WELLS FARGO & CO2.5K sharesnew addition2026-06-302026-08-07

WAL WESTERN ALLIANCE BANCORP2.5K sharesnew addition2026-06-302026-08-07

VIVO VIVOPOWER PLC14.0K sharesnew addition2026-06-302026-08-07

Sponsored

AAPL

APPLE INC

-0.95%

Shares153.8K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

0.73%

Shares85.4K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

3.31%

Shares72.1K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.61%

Shares45.7K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-0.17%

Shares60.0K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-1.03%

Shares116.9K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-0.45%

Shares79.0K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-0.47%

Shares58.8K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-6.47%

Shares116.4K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-3.94%

Shares13.7K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-0.76%

Shares32.9K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

3.58%

Shares62.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

21.50%

Shares66.3K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-10.34%

Shares8.0K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

8.91%

Shares84.6K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

2.82%

Shares33.8K

Event2026-06-30

Filed2026-08-07

IDA

IDACORP INC

-0.53%

Shares37.6K

Event2026-06-30

Filed2026-08-07

3M CO

0.94%

Shares26.9K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-0.55%

Shares16.3K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

-9.95%

Shares8.4K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

3.41%

Shares9.6K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-08-07

TRGP

TARGA RES CORP

-13.27%

Shares10.8K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-0.97%

Shares17.9K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-3.58%

Shares106.1K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

-2.28%

Shares7.9K

Event2026-06-30

Filed2026-08-07

GEHC

GE HEALTHCARE TECHNOLOGIES I

32.25%

Shares36.9K

Event2026-06-30

Filed2026-08-07

AT&T INC

12.73%

Shares112.4K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-11.22%

Shares40.4K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

2.37%

Shares4.3K

Event2026-06-30

Filed2026-08-07

QNITY ELECTRONICS INC

-5.24%

Shares12.9K

Event2026-06-30

Filed2026-08-07

VISA INC

5.21%

Shares6.1K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-15.71%

Shares5.8K

Event2026-06-30

Filed2026-08-07

RYDER SYS INC

-4.83%

Shares7.7K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

4.50%

Shares4.1K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-21.77%

Shares13.5K

Event2026-06-30

Filed2026-08-07

LUV

SOUTHWEST AIRLS CO

11.54%

Shares36.6K

Event2026-06-30

Filed2026-08-07

BKH

BLACK HILLS CORP

-1.96%

Shares25.0K

Event2026-06-30

Filed2026-08-07

ANET

ARISTA NETWORKS INC

-0.60%

Shares10.8K

Event2026-06-30

Filed2026-08-07

KVUE

KENVUE INC

-1.04%

Shares95.1K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

-2.19%

Shares4.2K

Event2026-06-30

Filed2026-08-07

BOEING CO

3.09%

Shares8.3K

Event2026-06-30

Filed2026-08-07

CAH

CARDINAL HEALTH INC

-3.21%

Shares7.2K

Event2026-06-30

Filed2026-08-07

SYY

SYSCO CORP

2.32%

Shares20.3K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-15.32%

Shares8.0K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

-9.07%

Shares12.8K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

-5.19%

Shares22.3K

Event2026-06-30

Filed2026-08-07

BBY

BEST BUY INC

4.45%

Shares21.0K

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

-3.79%

Shares18.6K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

15.01%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VLO

VALERO ENERGY CORP

-28.87%

Shares6.0K

Event2026-06-30

Filed2026-08-07

IVZ

INVESCO LTD

0.40%

Shares57.2K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

-7.94%

Shares5.8K

Event2026-06-30

Filed2026-08-07

SYF

SYNCHRONY FINANCIAL

1.07%

Shares19.4K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

5.15%

Shares2.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-0.33%

Shares3.3K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

4.88%

Shares5.1K

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

-18.76%

Shares4.2K

Event2026-06-30

Filed2026-08-07

DUPONT DE NEMOURS INC

New

Shares9.7K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

5.12%

Shares1.3K

Event2026-06-30

Filed2026-08-07

COR

CENCORA INC

-1.55%

Shares4.5K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-1.27%

Shares4.7K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

12.53%

Shares6.9K

Event2026-06-30

Filed2026-08-07

MLI

MUELLER INDS INC

4.45%

Shares10.0K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

5.15%

Shares10.4K

Event2026-06-30

Filed2026-08-07

KROGER CO

-2.80%

Shares21.7K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

4.55%

Shares5.1K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

9.27%

Shares943

Event2026-06-30

Filed2026-08-07

HONEYWELL INTL INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-2.85%

Shares5.1K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares5.0K

Event2026-06-30

Filed2026-08-07

GSK PLC

44.51%

Shares21.1K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

5.03%

Shares4.6K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-9.03%

Shares1.0K

Event2026-06-30

Filed2026-08-07

CRH

CRH PLC

3.97%

Shares9.0K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

12.90%

Shares6.8K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

3.41%

Shares3.4K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

3.27%

Shares3.6K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

5.46%

Shares830

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

8.82%

Shares987

Event2026-06-30

Filed2026-08-07

DOW

DOW HLDGS INC

-30.86%

Shares26.2K

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

5.03%

Shares11.0K

Event2026-06-30

Filed2026-08-07

SOLV

SOLVENTUM CORP

-11.58%

Shares8.6K

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-13.70%

Shares3.8K

Event2026-06-30

Filed2026-08-07

MMC

MARSH & MCLENNAN COS INC

3.58%

Shares3.8K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

NPFI

NUSHARES ETF TR

5.02%

Shares20.9K

Event2026-06-30

Filed2026-08-07

PALANTIR TECHNOLOGIES INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-07

BYD

BOYD GAMING CORP

-12.50%

Shares5.3K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

New

Shares339

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-2.74%

Shares2.4K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-25.39%

Shares288

Event2026-06-30

Filed2026-08-07

FEDEX FGHT HLDG CO INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-2.34%

Shares418

Event2026-06-30

Filed2026-08-07

SWX

SOUTHWEST GAS HLDGS INC

-45.92%

Shares2.6K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-35.34%

Shares655

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

WAL

WESTERN ALLIANCE BANCORP

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

VIVO

VIVOPOWER PLC

New

Shares14.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available