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BUCKLEY WEALTH MANAGEMENT, LLC
BUCKLEY WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
BUCKLEY WEALTH MANAGEMENT, LLC runs BUCKLEY WEALTH MANAGEMENT, LLC and currently holds 104 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $404.34M. Their top holdings are AAPL, GOOGL, MSFT, BRK-B, JPM. The top five represent 35.7% of reported portfolio weight. BUCKLEY WEALTH MANAGEMENT, LLC ranks #604 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BUCKLEY WEALTH MANAGEMENT, LLC initiated 6 new positions. They added to 42 existing positions. They trimmed 48 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 11.01% | $47.11 | $309.35 | +556.65% | Trimmed -0.95% |
 GOOGL ALPHABET INC | 7.55% | $67.27 | $344.82 | +412.59% | Added +0.73% |
 MSFT MICROSOFT CORP | 6.65% | $134.46 | $483.24 | +259.39% | Added +3.31% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 5.66% | $242.44 | $495.77 | +104.49% | Added +3.61% |
 JPM JPMORGAN CHASE & CO | 4.86% | $114.80 | $351.64 | +206.30% | Trimmed -0.17% |
 CVX CHEVRON CORPORATION | 4.79% | $105.04 | $205.26 | +95.41% | Trimmed -1.03% |
 AMZN AMAZON COM INC | 4.66% | $81.12 | $258.63 | +218.82% | Trimmed -0.45% |
 JNJ JOHNSON & JOHNSON | 3.70% | $145.73 | $270.30 | +85.48% | Trimmed -0.47% |
 CSCO CISCO SYS INC | 3.38% | $41.81 | $111.04 | +165.58% | Trimmed -6.47% |
 COST COSTCO WHOLESALE CORPORATION | 3.16% | $462.02 | $947.74 | +105.13% | Trimmed -3.94% |
Showing 1-10 of 104