The Analysis of Buckley Wealth Management, LLC's Holdings
Currently, Buckley Wealth Management, LLC holds 103 types of securities in its portfolio with a total value $377.2M. In the most recent quarter, they have increased their positions in IVZ (+58.9K shares, valued at $1.5M), N/A (+13.8K shares, valued at $1.1M), COST (+1.1K shares, valued at $930.5K); decreased their positions in N/A (-2.6K shares, valued at $802.2K), DOW (-33.5K shares, valued at $784.4K), AAPL (-1.6K shares, valued at $438.8K); initiated new positions in IVZ (+58.9K shares, valued at $1.5M), N/A (+13.8K shares, valued at $1.1M), WELL (+3.7K shares, valued at $693.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC154.9K shares-1.03%2025-12-312026-02-12
MSFT MICROSOFT CORP68.0K shares-0.28%2025-12-312026-02-12 ALPHABET INC ALPHABET INC85.9K shares-2.90%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.57.9K shares-1.00%2025-12-312026-02-12 CVX CHEVRON CORP NEW120.2K shares0.48%2025-12-312026-02-12 AMZN AMAZON COM INC75.1K shares-0.34%2025-12-312026-02-12 XOM EXXON MOBIL CORP109.7K shares-0.03%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON59.3K shares-0.50%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW14.1K shares8.30%2025-12-312026-02-12 AMGN AMGEN INC33.2K shares0.26%2025-12-312026-02-12 CSCO CISCO SYS INC126.8K shares-2.40%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO59.6K shares1.74%2025-12-312026-02-12 NEE NEXTERA ENERGY INC76.2K shares-0.32%2025-12-312026-02-12 NVDA NVIDIA CORPORATION28.8K shares2.69%2025-12-312026-02-12 CAT CATERPILLAR INC9.0K shares-1.69%2025-12-312026-02-12 IDA IDACORP INC37.8K shares-0.53%2025-12-312026-02-12 MMM 3M CO27.1K shares-0.29%2025-12-312026-02-12 ABBV ABBVIE INC16.1K shares-0.68%2025-12-312026-02-12 HD HOME DEPOT INC10.0K shares-3.12%2025-12-312026-02-12 BROADCOM INC BROADCOM INC9.0K shares-7.20%2025-12-312026-02-12 PFE PFIZER INC113.1K shares10.82%2025-12-312026-02-12 TJX TJX COS INC NEW18.2K shares-1.07%2025-12-312026-02-12 BAC BANK AMERICA CORP46.5K shares-0.59%2025-12-312026-02-12 T AT&T INC99.7K shares0.32%2025-12-312026-02-12 ALPHABET INC ALPHABET INC7.3K shares-1.89%2025-12-312026-02-12 CITIGROUP INC CITIGROUP INC18.4K shares-12.59%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP4.1K shares2.49%2025-12-312026-02-12 BKH BLACK HILLS CORP26.5K shares3.51%2025-12-312026-02-12 ORCL ORACLE CORP9.4K shares51.00%2025-12-312026-02-12 CAH CARDINAL HEALTH INC8.5K shares3.19%2025-12-312026-02-12 KVUE KENVUE INC96.1K shares0.10%2025-12-312026-02-12 CENCORA INC CENCORA INC4.9K shares-1.52%2025-12-312026-02-12 SYF SYNCHRONY FINANCIAL19.3K shares0.26%2025-12-312026-02-12 V VISA INC4.6K shares-0.28%2025-12-312026-02-12 BA BOEING CO7.4K shares2.43%2025-12-312026-02-12 FDX FEDEX CORP5.5K shares1.39%2025-12-312026-02-12 R RYDER SYS INC8.1K shares-4.02%2025-12-312026-02-12 IVZ INVESCO LTD58.9K sharesnew addition2025-12-312026-02-12 MS MORGAN STANLEY8.7K shares-0.29%2025-12-312026-02-12 TSLA TESLA INC3.3K shares0.57%2025-12-312026-02-12 VLO VALERO ENERGY CORP9.2K shares-1.39%2025-12-312026-02-12 TRGP TARGA RES CORP8.1K shares4.88%2025-12-312026-02-12 KR KROGER CO23.0K shares1.13%2025-12-312026-02-12 MA MASTERCARD INCORPORATED2.5K shares0.81%2025-12-312026-02-12 TGT TARGET CORP14.5K shares10.05%2025-12-312026-02-12 WMB WILLIAMS COS INC23.5K shares-2.09%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC3.5K shares-0.28%2025-12-312026-02-12 MCD MCDONALDS CORP4.5K shares2.75%2025-12-312026-02-12 OKE ONEOK INC NEW18.6K shares22.29%2025-12-312026-02-12 SYY SYSCO CORP18.1K shares2.78%2025-12-312026-02-12 TXN TEXAS INSTRS INC7.7K shares8.04%2025-12-312026-02-12 HON HONEYWELL INTL INC6.4K shares235.81%2025-12-312026-02-12 BBY BEST BUY INC18.6K shares0.11%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE4.0K shares-10.25%2025-12-312026-02-12 CRH PLC CRH PLC9.5K shares-3.24%2025-12-312026-02-12 LOW LOWES COS INC4.8K shares-0.19%2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP2.9K shares-0.17%2025-12-312026-02-12 MPC MARATHON PETE CORP6.3K shares-7.35%2025-12-312026-02-12 LINDE PLC LINDE PLC2.4K shares-0.29%2025-12-312026-02-12 DOW DOW INC42.7K shares-44.02%2025-12-312026-02-12 PH PARKER-HANNIFIN CORP1.1K shares-0.27%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC3.0K shares-4.15%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC1.1K shares0.36%2025-12-312026-02-12 UNP UNION PAC CORP4.1K shares26.31%2025-12-312026-02-12 WM WASTE MGMT INC DEL4.2K shares-0.35%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC5.4K shares-0.31%2025-12-312026-02-12 CME CME GROUP INC3.2K shares-0.35%2025-12-312026-02-12 MLI MUELLER INDS INC7.3K shares-0.33%2025-12-312026-02-12 TMUS T-MOBILE US INC4.0K shares-1.17%2025-12-312026-02-12 LLY ELI LILLY & CO756 shares-0.66%2025-12-312026-02-12 SOLV SOLVENTUM CORP9.7K shares-25.75%2025-12-312026-02-12 WELL WELLTOWER INC3.7K sharesnew addition2025-12-312026-02-12 PEP PEPSICO INC4.6K shares-4.60%2025-12-312026-02-12 MCK MCKESSON CORP789 shares-33.81%2025-12-312026-02-12 MMC MARSH & MCLENNAN COS INC3.3K shares-1.36%2025-12-312026-02-12 BYD BOYD GAMING CORP6.0K shares0.00%2025-12-312026-02-12 O REALTY INCOME CORP8.8K shares-5.78%2025-12-312026-02-12 SWX SOUTHWEST GAS HLDGS INC5.1K shares-3.77%2025-12-312026-02-12 AGYS AGILYSYS INC3.4K shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC1.8K shares0.00%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO1.0K shares-0.39%2025-12-312026-02-12 META META PLATFORMS INC436 shares4.31%2025-12-312026-02-12 GEV GE VERNOVA INC421 shares-6.65%2025-12-312026-02-12 BSX BOSTON SCIENTIFIC CORP2.7K shares0.00%2025-12-312026-02-12 RNR RENAISSANCERE HLDGS LTD926 shares0.00%2025-12-312026-02-12 KO COCA COLA CO3.5K shares0.00%2025-12-312026-02-12 EMR EMERSON ELEC CO1.8K shares1.50%2025-12-312026-02-12 WFC WELLS FARGO CO NEW2.5K shares0.00%2025-12-312026-02-12 SLB SLB LIMITED5.6K sharesnew addition2025-12-312026-02-12 ASML ASML HOLDING N V199 sharesnew addition2025-12-312026-02-12 WAL WESTERN ALLIANCE BANCORP2.5K shares-4.49%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available