Sponsored

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

Currently, Buckley Wealth Management, LLC holds 103 types of securities in its portfolio with a total value $391.8M. In the most recent quarter, they have increased their positions in GEHC (+27.9K shares, valued at $2.0M), LUV (+32.8K shares, valued at $1.2M), TRGP (+4.4K shares, valued at $1.1M); decreased their positions in ORCL (-6.9K shares, valued at $1.0M), XOM (-3.1K shares, valued at $518.1K), CVX (-2.1K shares, valued at $433.7K); initiated new positions in GEHC (+27.9K shares, valued at $2.0M), LUV (+32.8K shares, valued at $1.2M), N/A (+14.6K shares, valued at $811.5K).

1M P&L

+12.6M+3.93%

3M P&L

+19.0M+6.05%

HY P&L

+36.4M+12.25%

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 Electronics42.1M

14.0%

2Software - Infrastructure34.7M

11.5%

3Oil & Gas Integrated31.5M

10.5%

Top Industries by Stock Count

1Drug Manufacturers - General5 stocks

6.0%

2Credit Services4 stocks

4.8%

3Semiconductors3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC155.3K shares0.26%2026-03-312026-05-13

MSFT MICROSOFT CORP69.8K shares2.64%2026-03-312026-05-13

CVX CHEVRON CORPORATION118.1K shares-1.74%2026-03-312026-05-13

ALPHABET INC ALPHABET INC84.8K shares-1.31%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL44.1K shares4.17%2026-03-312026-05-13

XOM EXXON MOBIL CORP106.6K shares-2.78%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO60.1K shares3.86%2026-03-312026-05-13

AMZN AMAZON COM INC79.3K shares5.62%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON59.1K shares-0.28%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION14.2K shares1.02%2026-03-312026-05-13

AMGN AMGEN INC33.1K shares-0.40%2026-03-312026-05-13

CSCO CISCO SYS INC124.5K shares-1.81%2026-03-312026-05-13

PG PROCTER & GAMBLE CO60.3K shares1.15%2026-03-312026-05-13

NEE NEXTERA ENERGY INC77.7K shares1.88%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC54.6K shares-0.91%2026-03-312026-05-13

CAT CATERPILLAR INC8.9K shares-0.56%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION32.8K shares14.22%2026-03-312026-05-13

IDA IDACORP INC37.8K shares0.00%2026-03-312026-05-13

MMM 3M CO26.7K shares-1.59%2026-03-312026-05-13

ABBV ABBVIE INC16.4K shares1.43%2026-03-312026-05-13

HD HOME DEPOT INC10.3K shares2.22%2026-03-312026-05-13

TRGP TARGA RES CORP12.5K shares55.23%2026-03-312026-05-13

PFE PFIZER INC110.0K shares-2.70%2026-03-312026-05-13

T AT&T INC99.7K shares0.00%2026-03-312026-05-13

Sponsored

TJX TJX COS INC NEW18.1K shares-0.89%2026-03-312026-05-13

BROADCOM INC BROADCOM INC9.3K shares3.97%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP4.2K shares2.43%2026-03-312026-05-13

BAC BANK AMERICA CORP45.5K shares-2.11%2026-03-312026-05-13

VLO VALERO ENERGY CORP8.5K shares-8.38%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP9.4K shares5.90%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.9K shares-4.47%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I27.9K sharesnew addition2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC17.3K shares-6.05%2026-03-312026-05-13

FDX FEDEX CORP5.2K shares-4.57%2026-03-312026-05-13

BKH BLACK HILLS CORP25.5K shares-3.77%2026-03-312026-05-13

V VISA INC5.8K shares27.10%2026-03-312026-05-13

OKE ONEOK INC NEW19.3K shares3.52%2026-03-312026-05-13

TGT TARGET CORP14.1K shares-2.53%2026-03-312026-05-13

WMB WILLIAMS COS INC23.5K shares0.04%2026-03-312026-05-13

KVUE KENVUE INC96.1K shares0.00%2026-03-312026-05-13

Sponsored

R RYDER SYS INC8.1K shares-0.55%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC3.9K shares11.02%2026-03-312026-05-13

KR KROGER CO22.3K shares-2.93%2026-03-312026-05-13

BA BOEING CO8.1K shares9.48%2026-03-312026-05-13

DOW DOW HLDGS INC37.9K shares-11.14%2026-03-312026-05-13

TXN TEXAS INSTRS INC8.1K shares5.64%2026-03-312026-05-13

CAH CARDINAL HEALTH INC7.4K shares-12.93%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC13.6K shares-1.45%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY9.5K shares9.41%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC4.3K shares14.50%2026-03-312026-05-13

MPC MARATHON PETE CORP6.3K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP4.7K shares4.90%2026-03-312026-05-13

HON HONEYWELL INTL INC6.4K shares0.00%2026-03-312026-05-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC31.5K shares-3.91%2026-03-312026-05-13

CENCORA INC CENCORA INC4.5K shares-6.80%2026-03-312026-05-13

SYY SYSCO CORP19.8K shares9.31%2026-03-312026-05-13

Sponsored

IVZ INVESCO LTD57.0K shares-3.23%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC10.8K shares5.11%2026-03-312026-05-13

LINDE PLC LINDE PLC2.7K shares11.15%2026-03-312026-05-13

BBY BEST BUY INC20.1K shares8.43%2026-03-312026-05-13

SYF SYNCHRONY FINANCIAL19.2K shares-0.29%2026-03-312026-05-13

MA MASTERCARD INCORPORATED2.6K shares2.20%2026-03-312026-05-13

TSLA TESLA INC3.3K shares0.00%2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO32.8K sharesnew addition2026-03-312026-05-13

Sponsored

LOW LOWES COS INC5.2K shares9.14%2026-03-312026-05-13

UNP UNION PAC CORP4.8K shares17.54%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.9K shares11.21%2026-03-312026-05-13

WM WASTE MGMT INC DEL4.9K shares15.75%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.3K shares12.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE3.7K shares-5.57%2026-03-312026-05-13

MLI MUELLER INDS INC9.6K shares30.60%2026-03-312026-05-13

CME CME GROUP INC3.5K shares11.29%2026-03-312026-05-13

Sponsored

PM PHILIP MORRIS INTL INC6.1K shares13.19%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-03-312026-05-13

TMUS T-MOBILE US INC4.5K shares10.27%2026-03-312026-05-13

PEP PEPSICO INC6.0K shares30.67%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP3.3K shares13.07%2026-03-312026-05-13

CRH PLC CRH PLC8.6K shares-9.54%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC10.3K shares6.32%2026-03-312026-05-13

WELL WELLTOWER INC4.4K shares16.51%2026-03-312026-05-13

Sponsored

GSK PLC GSK PLC14.6K sharesnew addition2026-03-312026-05-13

LLY ELI LILLY & CO863 shares14.15%2026-03-312026-05-13

MCK MCKESSON CORP907 shares14.96%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC787 shares9.76%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC3.7K shares11.63%2026-03-312026-05-13

O REALTY INCOME CORP10.4K shares17.97%2026-03-312026-05-13

SOLV SOLVENTUM CORP9.7K shares0.00%2026-03-312026-05-13

NPFI NUSHARES ETF TR19.9K sharesnew addition2026-03-312026-05-13

Sponsored

BYD BOYD GAMING CORP6.0K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC2.1K shares16.67%2026-03-312026-05-13

SWX SOUTHWEST GAS HLDGS INC4.9K shares-3.92%2026-03-312026-05-13

ORCL ORACLE CORP2.4K shares-73.94%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-2.70%2026-03-312026-05-13

GEV GE VERNOVA INC386 shares-8.31%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.0K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO2.2K shares21.89%2026-03-312026-05-13

Sponsored

KO COCA COLA CO3.6K shares1.67%2026-03-312026-05-13

RNR RENAISSANCERE HLDGS LTD926 shares0.00%2026-03-312026-05-13

META META PLATFORMS INC428 shares-1.83%2026-03-312026-05-13

AGYS AGILYSYS INC3.4K shares0.00%2026-03-312026-05-13

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GROUP2.7K sharesnew addition2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP5.0K shares0.00%2026-03-312026-05-13

AAPL

APPLE INC

0.26%

Shares155.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.64%

Shares69.8K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-1.74%

Shares118.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.31%

Shares84.8K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

4.17%

Shares44.1K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-2.78%

Shares106.6K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

3.86%

Shares60.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

5.62%

Shares79.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-0.28%

Shares59.1K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

1.02%

Shares14.2K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.40%

Shares33.1K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-1.81%

Shares124.5K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

1.15%

Shares60.3K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

1.88%

Shares77.7K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-0.91%

Shares54.6K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-0.56%

Shares8.9K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

14.22%

Shares32.8K

Event2026-03-31

Filed2026-05-13

IDA

IDACORP INC

0.00%

Shares37.8K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

-1.59%

Shares26.7K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

1.43%

Shares16.4K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

2.22%

Shares10.3K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

55.23%

Shares12.5K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-2.70%

Shares110.0K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.00%

Shares99.7K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-0.89%

Shares18.1K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

3.97%

Shares9.3K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

2.43%

Shares4.2K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-2.11%

Shares45.5K

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP

-8.38%

Shares8.5K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

5.90%

Shares9.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-4.47%

Shares6.9K

Event2026-03-31

Filed2026-05-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

New

Shares27.9K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

-6.05%

Shares17.3K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

-4.57%

Shares5.2K

Event2026-03-31

Filed2026-05-13

BKH

BLACK HILLS CORP

-3.77%

Shares25.5K

Event2026-03-31

Filed2026-05-13

VISA INC

27.10%

Shares5.8K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

3.52%

Shares19.3K

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORP

-2.53%

Shares14.1K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

0.04%

Shares23.5K

Event2026-03-31

Filed2026-05-13

KVUE

KENVUE INC

0.00%

Shares96.1K

Event2026-03-31

Filed2026-05-13

RYDER SYS INC

-0.55%

Shares8.1K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

11.02%

Shares3.9K

Event2026-03-31

Filed2026-05-13

KROGER CO

-2.93%

Shares22.3K

Event2026-03-31

Filed2026-05-13

BOEING CO

9.48%

Shares8.1K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

-11.14%

Shares37.9K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

5.64%

Shares8.1K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

-12.93%

Shares7.4K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC

-1.45%

Shares13.6K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

9.41%

Shares9.5K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

14.50%

Shares4.3K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

4.90%

Shares4.7K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

DUPONT DE NEMOURS INC

-3.91%

Shares31.5K

Event2026-03-31

Filed2026-05-13

CENCORA INC

-6.80%

Shares4.5K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP

9.31%

Shares19.8K

Event2026-03-31

Filed2026-05-13

IVZ

INVESCO LTD

-3.23%

Shares57.0K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC

5.11%

Shares10.8K

Event2026-03-31

Filed2026-05-13

LINDE PLC

11.15%

Shares2.7K

Event2026-03-31

Filed2026-05-13

BBY

BEST BUY INC

8.43%

Shares20.1K

Event2026-03-31

Filed2026-05-13

SYF

SYNCHRONY FINANCIAL

-0.29%

Shares19.2K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

2.20%

Shares2.6K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

LUV

SOUTHWEST AIRLS CO

New

Shares32.8K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

9.14%

Shares5.2K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

17.54%

Shares4.8K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

11.21%

Shares9.9K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

15.75%

Shares4.9K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

12.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-5.57%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MLI

MUELLER INDS INC

30.60%

Shares9.6K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

11.29%

Shares3.5K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

13.19%

Shares6.1K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

10.27%

Shares4.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

30.67%

Shares6.0K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

13.07%

Shares3.3K

Event2026-03-31

Filed2026-05-13

CRH PLC

-9.54%

Shares8.6K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

6.32%

Shares10.3K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC

16.51%

Shares4.4K

Event2026-03-31

Filed2026-05-13

GSK PLC

New

Shares14.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

14.15%

Shares863

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

14.96%

Shares907

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

9.76%

Shares787

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

11.63%

Shares3.7K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

17.97%

Shares10.4K

Event2026-03-31

Filed2026-05-13

SOLV

SOLVENTUM CORP

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-13

NPFI

NUSHARES ETF TR

New

Shares19.9K

Event2026-03-31

Filed2026-05-13

BYD

BOYD GAMING CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

16.67%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SWX

SOUTHWEST GAS HLDGS INC

-3.92%

Shares4.9K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-73.94%

Shares2.4K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

-2.70%

Shares1.0K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

-8.31%

Shares386

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

21.89%

Shares2.2K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

1.67%

Shares3.6K

Event2026-03-31

Filed2026-05-13

RNR

RENAISSANCERE HLDGS LTD

0.00%

Shares926

Event2026-03-31

Filed2026-05-13