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BUCKLEY WEALTH MANAGEMENT, LLC 13F portfolio summary

BUCKLEY WEALTH MANAGEMENT, LLC of BUCKLEY WEALTH MANAGEMENT, LLC has 102 current stock holdings with a reported portfolio value of $391.8M. The portfolio 1 year return is +18.72%. Top holdings include NPFI (0.00%), AAPL (10.09%), MSFT (6.61%), CVX (6.26%), GOOGL (6.24%).

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BUCKLEY WEALTH MANAGEMENT, LLC

BUCKLEY WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

BUCKLEY WEALTH MANAGEMENT, LLC runs BUCKLEY WEALTH MANAGEMENT, LLC and currently holds 102 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $391.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BUCKLEY WEALTH MANAGEMENT, LLC ranks #703 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BUCKLEY WEALTH MANAGEMENT, LLC's portfolio at BUCKLEY WEALTH MANAGEMENT, LLC has delivered returns of +18.72%. Their 3-year annualized return is +52.64%. Looking at the 5-year horizon, BUCKLEY WEALTH MANAGEMENT, LLC has achieved +68.42% annualized returns at BUCKLEY WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.72%
#715/1000
3 Year
+52.64%
#790/1000
5 Year
+68.42%
#546/1000

Portfolio Value

$391.85M

Alpha Score

47.1

#703 of 1000

Holdings

102

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change