Buckley Wealth Management, LLC

RIA/Wealth

Buckley Wealth Management, LLC is a RIA/Wealth based in Miami Beach, FL led by Brian Joseph Buckley, reporting $583.2M in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.

Managing PartnerBrian Joseph Buckley

Portfolio Value: $365.2M
Positions: 102
Top Holding: AAPL at 10.91%
Last Reported: Q3 2025

Address1111 Lincoln Road, Suite 610, Miami Beach, FL, 33139, United States

Top Holdings

Largest long holdings in Buckley Wealth Management, LLC's portfolio (56.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$39.9M	10.91%	-$256.4K Sold	0.00% 156.5K shares	Q4 2017 Held for 8 years
2 Microsoft MSFT	Software - Infrastructure Technology	$35.3M	9.67%	-$565.6K Sold	0.00% 68.2K shares	Q4 2017 Held for 8 years
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$21.5M	5.89%	+$665.9K Bought	0.00% 88.5K shares	Q4 2017 Held for 8 years
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$21.0M	5.75%	+$1.2M Bought	0.00% 41.8K shares	Q4 2019 Held for 6 years
5 Chevron CVX	Oil & Gas Integrated Energy	$18.6M	5.09%	-$150.6K Sold	0.01% 119.7K shares	Q4 2017 Held for 8 years
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$18.4M	5.05%	-$158.7K Sold	0.00% 58.4K shares	Q4 2017 Held for 8 years
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$16.5M	4.53%	-$76.8K Sold	0.00% 75.4K shares	Q4 2017 Held for 8 years
8 Exxon Mobil XOM	Oil & Gas Integrated Energy	$12.4M	3.39%	+$164.6K Bought	0.00% 109.7K shares	Q4 2017 Held for 8 years
9 Costco Wholesale COST	Discount Stores Consumer Defensive	$12.0M	3.30%	+$2.9M Bought	0.00% 13.0K shares	Q4 2017 Held for 8 years
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$11.0M	3.03%	-$216.8K Sold	0.00% 59.6K shares	Q4 2017 Held for 8 years

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Buckley Wealth Management, LLC's latest filing

See all changes

GthenC

Market Value

$365.2M

Prior: $334.1M

Q/Q Change

+9.3%

+$31.1M

Net Flows % of MV

+0.133%

Turnover Ratio

3.0%

New Purchases

1 stocks

$1.6M

Added To

28 stocks

+$9.6M

Sold Out Of

7 stocks

$2.8M

Reduced Holdings

62 stocks

-$7.9M

Increased Positions

Position	Shares Δ	Change
1 Kenvue KVUE	New	0 → 96.0K +$1.6M
2 Boeing BA	+567.59%	1.1K → 7.2K +$1.3M
3 Black Hills BKH	+190.57%	8.8K → 25.6K +$1.0M
4 Target TGT	+50.05%	8.8K → 13.2K +$393.7K
5 Costco Wholesale COST	+31.51%	9.9K → 13.0K +$2.9M

Decreased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	Sold	2.3K → 0 −$901.6K
2 Accenture ACN	Sold	2.6K → 0 −$790.6K
3 Fidelity Wise Origin Bitcoin Fund FBTC	Sold	2.6K → 0 −$245.3K
4 ASML ASML ASML	Sold	299.0 → 0 −$239.6K
5 Stewart Information Services STC	Sold	3.5K → 0 −$227.9K