Buckley Wealth Management, LLC Portfolio Holdings
Q3 2025•102 long positions•$365.2M portfolio value
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Holding109 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $39.9M 10.91% | -$256.4K Sold | 0.001% 156.5K shares | 157.5K → 156.5K −$256.4K | -0.64% | $3.78T Mega Cap | Q4 2017 Held for 8 years | |
Software - Infrastructure Technology | $35.3M 9.67% | -$565.6K Sold | 0.001% 68.2K shares | 69.3K → 68.2K −$565.6K | -1.58% | $3.85T Mega Cap | Q4 2017 Held for 8 years | |
Internet Content & Information Communication Services | $21.5M 5.89% | +$665.9K Bought | 0.001% 88.5K shares | 85.7K → 88.5K +$665.9K | +3.2% | $2.95T Mega Cap | Q4 2017 Held for 8 years | |
Insurance - Diversified Financial Services | $21.0M 5.75% | +$1.2M Bought | 0.002% 41.8K shares | 39.3K → 41.8K +$1.2M | +6.21% | $1.08T Mega Cap | Q4 2019 Held for 6 years | |
Oil & Gas Integrated Energy | $18.6M 5.09% | -$150.6K Sold | 0.006% 119.7K shares | 120.6K → 119.7K −$150.6K | -0.8% | $312.88B Mega Cap | Q4 2017 Held for 8 years | |
Banks - Diversified Financial Services | $18.4M 5.05% | -$158.7K Sold | 0.002% 58.4K shares | 59.0K → 58.4K −$158.7K | -0.85% | $867.35B Mega Cap | Q4 2017 Held for 8 years | |
Specialty Retail Consumer Cyclical | $16.5M 4.53% | -$76.8K Sold | 0.001% 75.4K shares | 75.7K → 75.4K −$76.8K | -0.46% | $2.34T Mega Cap | Q4 2017 Held for 8 years | |
Oil & Gas Integrated Energy | $12.4M 3.39% | +$164.6K Bought | 0.003% 109.7K shares | 108.3K → 109.7K +$164.6K | +1.35% | $480.68B Mega Cap | Q4 2017 Held for 8 years | |
Discount Stores Consumer Defensive | $12.0M 3.3% | +$2.9M Bought | 0.003% 13.0K shares | 9.9K → 13.0K +$2.9M | +31.51% | $410.27B Mega Cap | Q4 2017 Held for 8 years | |
Drug Manufacturers - General Healthcare | $11.0M 3.03% | -$216.8K Sold | 0.002% 59.6K shares | 60.8K → 59.6K −$216.8K | -1.92% | $446.55B Mega Cap | Q4 2017 Held for 8 years | |
Drug Manufacturers - General Healthcare | $9.4M 2.56% | -$40.9K Sold | 0.006% 33.1K shares | 33.3K → 33.1K −$40.9K | -0.44% | $151.93B Large Cap | Q4 2017 Held for 8 years | |
Household & Personal Products Consumer Defensive | $9.0M 2.46% | +$240.5K Bought | 0.003% 58.5K shares | 57.0K → 58.5K +$240.5K | +2.75% | $359.62B Mega Cap | Q4 2017 Held for 8 years | |
Communication Equipment Technology | $8.9M 2.43% | -$122.0K Sold | 0.003% 129.9K shares | 131.7K → 129.9K −$122.0K | -1.35% | $270.48B Mega Cap | Q4 2017 Held for 8 years | |
Regulated Electric Utilities | $5.8M 1.58% | +$448.9K Bought | 0.004% 76.5K shares | 70.5K → 76.5K +$448.9K | +8.43% | $155.46B Large Cap | Q4 2017 Held for 8 years | |
Semiconductors Technology | $5.2M 1.43% | -$109.3K Sold | 0.0% 28.0K shares | 28.6K → 28.0K −$109.3K | -2.05% | $4.54T Mega Cap | Q4 2021 Held for 4 years | |
Regulated Electric Utilities | $5.0M 1.38% | -$132.2K Sold | 0.07% 38.0K shares | 39.0K → 38.0K −$132.2K | -2.56% | $7.1B Mid Cap | Q1 2021 Held for 4y 9m | |
Drug Manufacturers - General Healthcare | $4.7M 1.28% | -$155.9K Sold | 0.002% 55.5K shares | 57.4K → 55.5K −$155.9K | -3.24% | $209.64B Mega Cap | Q4 2017 Held for 8 years | |
Agricultural - Machinery Industrials | $4.4M 1.2% | -$19.1K Sold | 0.002% 9.2K shares | 9.2K → 9.2K −$19.1K | -0.44% | $223.53B Mega Cap | Q3 2020 Held for 5y 3m | |
Conglomerates Industrials | $4.2M 1.15% | -$38.8K Sold | 0.005% 27.2K shares | 27.4K → 27.2K −$38.8K | -0.91% | $82.7B Large Cap | Q4 2017 Held for 8 years | |
Home Improvement Consumer Cyclical | $4.2M 1.15% | -$24.7K Sold | 0.001% 10.4K shares | 10.4K → 10.4K −$24.7K | -0.58% | $403.32B Mega Cap | Q4 2017 Held for 8 years | |
Drug Manufacturers - General Healthcare | $3.8M 1.03% | -$22.2K Sold | 0.001% 16.3K shares | 16.4K → 16.3K −$22.2K | -0.59% | $409.03B Mega Cap | Q4 2017 Held for 8 years | |
Chemicals - Specialty Basic Materials | $3.3M 0.908% | -$212.0K Sold | 0.01% 42.6K shares | 45.3K → 42.6K −$212.0K | -6.01% | $32.6B Large Cap | Q4 2017 Held for 8 years | |
Semiconductors Technology | $3.2M 0.872% | -$549.0K Sold | 0.0% 9.7K shares | 11.3K → 9.7K −$549.0K | -14.7% | $1.56T Mega Cap | Q4 2017 Held for 8 years | |
Telecommunications Services Communication Services | $2.8M 0.769% | -$44.5K Sold | 0.001% 99.4K shares | 101.0K → 99.4K −$44.5K | -1.56% | $201.93B Mega Cap | Q4 2017 Held for 8 years | |
Apparel - Retail Consumer Cyclical | $2.7M 0.729% | -$186.6K Sold | 0.002% 18.4K shares | 19.7K → 18.4K −$186.6K | -6.55% | $160.86B Large Cap | Q3 2018 Held for 7y 3m | |
Drug Manufacturers - General Healthcare | $2.6M 0.712% | +$154.2K Bought | 0.002% 102.0K shares | 96.0K → 102.0K +$154.2K | +6.3% | $144.87B Large Cap | Q4 2017 Held for 8 years | |
Banks - Diversified Financial Services | $2.4M 0.661% | -$25.1K Sold | 0.001% 46.8K shares | 47.3K → 46.8K −$25.1K | -1.03% | $382.12B Mega Cap | Q4 2017 Held for 8 years | |
Banks - Diversified Financial Services | $2.1M 0.586% | -$80.5K Sold | 0.001% 21.1K shares | 21.9K → 21.1K −$80.5K | -3.62% | $186.85B Large Cap | Q1 2024 Held for 1y 9m | |
Aerospace & Defense Industrials | $2.0M 0.549% | +$109.8K Bought | 0.002% 4.0K shares | 3.8K → 4.0K +$109.8K | +5.79% | $116.55B Large Cap | Q4 2017 Held for 8 years | |
Internet Content & Information Communication Services | $1.8M 0.494% | +$2.2K Bought | 0.0% 7.4K shares | 7.4K → 7.4K +$2.2K | +0.12% | $2.95T Mega Cap | Q4 2017 Held for 8 years | |
Software - Infrastructure Technology | $1.7M 0.479% | -$22.8K Sold | 0.0% 6.2K shares | 6.3K → 6.2K −$22.8K | -1.29% | $801.76B Mega Cap | Q4 2017 Held for 8 years | |
Chemicals Basic Materials | $1.7M 0.478% | -$440.1K Sold | 0.011% 76.2K shares | 95.4K → 76.2K −$440.1K | -20.12% | $16.3B Large Cap | Q2 2019 Held for 6y 6m | |
Computer Hardware Technology | $1.7M 0.459% | +$59.0K Bought | 0.001% 11.5K shares | 11.1K → 11.5K +$59.0K | +3.65% | $183.14B Large Cap | Q1 2025 Held for 9 months | |
Oil & Gas Refining & Marketing Energy | $1.6M 0.437% | -$18.9K Sold | 0.003% 9.4K shares | 9.5K → 9.4K −$18.9K | -1.17% | $52.9B Large Cap | Q1 2022 Held for 3y 9m | |
Rental & Leasing Services Industrials | $1.6M 0.437% | -$62.4K Sold | 0.021% 8.5K shares | 8.8K → 8.5K −$62.4K | -3.77% | $7.7B Mid Cap | Q4 2017 Held for 8 years | |
Diversified Utilities Utilities | $1.6M 0.432% | +$1.0M Bought | 0.035% 25.6K shares | 8.8K → 25.6K +$1.0M | +190.57% | $4.5B Mid Cap | Q2 2025 Held for 6 months | |
Financial - Credit Services Financial Services | $1.6M 0.429% | -$33.8K Sold | 0.0% 4.6K shares | 4.7K → 4.6K −$33.8K | -2.11% | $662.60B Mega Cap | Q4 2017 Held for 8 years | |
Household & Personal Products Consumer Defensive | $1.6M 0.427% | +$1.6M New | 0.005% 96.0K shares | 0 → 96.0K +$1.6M | New | $31.1B Large Cap | Q3 2025 Held for 3 months | |
Aerospace & Defense Industrials | $1.6M 0.426% | +$1.3M Bought | 0.001% 7.2K shares | 1.1K → 7.2K +$1.3M | +567.59% | $163.20B Large Cap | Q2 2025 Held for 6 months | |
Medical - Distribution Healthcare | $1.5M 0.422% | -$141.0K Sold | — 4.9K shares | 5.4K → 4.9K −$141.0K | -8.38% | — — | Q4 2022 Held for 3 years | |
Grocery Stores Consumer Defensive | $1.5M 0.419% | -$66.5K Sold | 0.003% 22.7K shares | 23.7K → 22.7K −$66.5K | -4.16% | $44.7B Large Cap | Q1 2024 Held for 1y 9m | |
Oil & Gas Midstream Energy | $1.5M 0.416% | -$10.5K Sold | 0.002% 24.0K shares | 24.1K → 24.0K −$10.5K | -0.68% | $77.4B Large Cap | Q2 2022 Held for 3y 6m | |
Construction Industrials | $1.5M 0.41% | +$26.6K Bought | 0.002% 3.5K shares | 3.5K → 3.5K +$26.6K | +1.81% | $93.9B Large Cap | Q4 2017 Held for 8 years | |
Auto - Manufacturers Consumer Cyclical | $1.5M 0.405% | — | 0.0% 3.3K shares | — | — | $1.48T Mega Cap | Q4 2020 Held for 5 years | |
Food Distribution Consumer Defensive | $1.5M 0.398% | +$30.8K Bought | 0.004% 17.7K shares | 17.3K → 17.7K +$30.8K | +2.16% | $39.4B Large Cap | Q4 2017 Held for 8 years | |
Industrial - Machinery Industrials | $1.4M 0.388% | -$24.7K Sold | 0.001% 3.8K shares | 3.9K → 3.8K −$24.7K | -1.71% | $145.70B Large Cap | Q4 2023 Held for 2 years | |
Financial - Credit Services Financial Services | $1.4M 0.387% | -$26.2K Sold | 0.0% 2.5K shares | 2.5K → 2.5K −$26.2K | -1.82% | $514.21B Mega Cap | Q2 2018 Held for 7y 6m | |
Specialty Retail Consumer Cyclical | $1.4M 0.384% | +$330.1K Bought | 0.009% 18.5K shares | 14.2K → 18.5K +$330.1K | +30.78% | $15.9B Large Cap | Q3 2024 Held for 1y 3m | |
Financial - Capital Markets Financial Services | $1.4M 0.379% | -$37.4K Sold | 0.001% 8.7K shares | 8.9K → 8.7K −$37.4K | -2.63% | $253.75B Mega Cap | Q4 2017 Held for 8 years | |
Financial - Credit Services Financial Services | $1.4M 0.374% | -$6.1K Sold | 0.005% 19.2K shares | 19.3K → 19.2K −$6.1K | -0.45% | $26.4B Large Cap | Q1 2025 Held for 9 months |
