Buckley Wealth Management, LLC Diversified Active

Location: Las Vegas, NV

CIK: 0001730126 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $321M (100.0% shares, 0.0% debt)

Holdings (96)

AAPL APPLE INC 11.0%
Value $35.31M Shares 158,969 Est. Cost $90.81 Unrealized +154.1%
MSFT MICROSOFT CORP 8.4%
Value $26.87M Shares 71,576 Est. Cost $109.33 Unrealized +270.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 6.5%
Value $20.84M Shares 39,138 Est. Cost $196.19 Unrealized +147.8%
CVX CHEVRON CORP NEW 6.1%
Value $19.54M Shares 116,825 Est. Cost $82.36 Unrealized +82.7%
JPM JPMORGAN CHASE & CO. 4.7%
Value $14.97M Shares 61,021 Est. Cost $91.04 Unrealized +175.6%
AMZN AMAZON COM INC 4.6%
Value $14.72M Shares 77,368 Est. Cost $122.39 Unrealized +77.3%
GOOGL ALPHABET INC 4.1%
Value $13.3M Shares 86,012 Est. Cost $108.25 Unrealized +66.9%
XOM EXXON MOBIL CORP 4.1%
Value $13.08M Shares 109,974 Est. Cost $66.49 Unrealized +61.2%
AMGN AMGEN INC 3.2%
Value $10.26M Shares 32,918 Est. Cost $196.23 Unrealized +46.4%
JNJ JOHNSON & JOHNSON 3.1%
Value $9.942M Shares 59,950 Est. Cost $123.82 Unrealized +23.1%
COST COSTCO WHSL CORP NEW 3.0%
Value $9.519M Shares 10,065 Est. Cost $233.71 Unrealized +315.3%
PG PROCTER AND GAMBLE CO 2.8%
Value $9.149M Shares 53,684 Est. Cost $99.20 Unrealized +65.3%
CSCO CISCO SYS INC 2.6%
Value $8.246M Shares 133,619 Est. Cost $33.72 Unrealized +78.2%
MRK MERCK & CO INC 1.7%
Value $5.354M Shares 59,650 Est. Cost $47.36 Unrealized +90.3%
MMM 3M CO 1.3%
Value $4.219M Shares 28,727 Est. Cost $102.92 Unrealized +40.5%
DOW DOW INC 1.3%
Value $4.088M Shares 117,071 Est. Cost $41.59 Unrealized -13.5%
IDA IDACORP INC 1.3%
Value $4.078M Shares 35,090 Est. Cost $91.53 Unrealized +22.5%
HD HOME DEPOT INC 1.2%
Value $3.827M Shares 10,443 Est. Cost $231.70 Unrealized +64.3%
NEE NEXTERA ENERGY INC 1.2%
Value $3.822M Shares 53,915 Est. Cost $65.90 Unrealized +4.2%
DD DUPONT DE NEMOURS INC 1.1%
Value $3.494M Shares 46,792 Est. Cost $26.66 Unrealized +19.6%
ABBV ABBVIE INC 1.1%
Value $3.439M Shares 16,415 Est. Cost $85.44 Unrealized +121.7%
NVDA NVIDIA CORPORATION 0.9%
Value $3.047M Shares 28,118 Est. Cost $103.74 Unrealized +22.1%
CAT CATERPILLAR INC 0.9%
Value $3.031M Shares 9,190 Est. Cost $182.84 Unrealized +92.5%
T AT&T INC 0.9%
Value $2.856M Shares 101,000 Est. Cost $15.27 Unrealized +59.5%
PFE PFIZER INC 0.8%
Value $2.701M Shares 106,609 Est. Cost $24.97 Unrealized -1.0%
TJX TJX COS INC NEW 0.8%
Value $2.427M Shares 19,924 Est. Cost $61.32 Unrealized +95.9%
LOW LOWES COS INC 0.7%
Value $2.378M Shares 10,196 Est. Cost $139.25 Unrealized +73.8%
BAC BANK AMERICA CORP 0.6%
Value $1.97M Shares 47,198 Est. Cost $25.87 Unrealized +68.7%
AVGO BROADCOM INC 0.6%
Value $1.928M Shares 11,517 Est. Cost $147.39 Unrealized +42.4%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $1.77M Shares 3,379 Est. Cost $213.21 Unrealized +134.3%
LMT LOCKHEED MARTIN CORP 0.5%
Value $1.697M Shares 3,800 Est. Cost $260.91 Unrealized +71.8%
V VISA INC 0.5%
Value $1.648M Shares 4,702 Est. Cost $216.43 Unrealized +55.4%
KR KROGER CO 0.5%
Value $1.622M Shares 23,957 Est. Cost $48.36 Unrealized +28.8%
PGR PROGRESSIVE CORP 0.5%
Value $1.576M Shares 5,570 Est. Cost $192.93 Unrealized +27.1%
C CITIGROUP INC 0.5%
Value $1.563M Shares 22,017 Est. Cost $58.34 Unrealized +27.8%
CAH CARDINAL HEALTH INC 0.5%
Value $1.561M Shares 11,332 Est. Cost $48.61 Unrealized +159.0%
TRGP TARGA RES CORP 0.5%
Value $1.534M Shares 7,650 Est. Cost $113.18 Unrealized +72.0%
COR CENCORA INC 0.5%
Value $1.516M Shares 5,450 Est. Cost $75.39 Unrealized +231.0%
WMB WILLIAMS COS INC 0.5%
Value $1.447M Shares 24,220 Est. Cost $28.99 Unrealized +91.2%
MA MASTERCARD INCORPORATED 0.4%
Value $1.395M Shares 2,545 Est. Cost $228.76 Unrealized +136.9%
OKE ONEOK INC NEW 0.4%
Value $1.391M Shares 14,020 Est. Cost $28.24 Unrealized +236.3%
TT TRANE TECHNOLOGIES PLC 0.4%
Value $1.389M Shares 4,122 Est. Cost $158.04 Unrealized +127.2%
SYY SYSCO CORP 0.4%
Value $1.372M Shares 18,289 Est. Cost $57.37 Unrealized +24.3%
MCD MCDONALDS CORP 0.4%
Value $1.362M Shares 4,361 Est. Cost $181.29 Unrealized +61.6%
TXN TEXAS INSTRS INC 0.4%
Value $1.28M Shares 7,124 Est. Cost $115.42 Unrealized +57.9%
R RYDER SYS INC 0.4%
Value $1.268M Shares 8,815 Est. Cost $68.59 Unrealized +127.0%
VLO VALERO ENERGY CORP 0.4%
Value $1.257M Shares 9,515 Est. Cost $93.93 Unrealized +37.7%
LIN LINDE PLC 0.4%
Value $1.23M Shares 2,641 Est. Cost $327.62 Unrealized +35.7%
GE GE AEROSPACE 0.4%
Value $1.219M Shares 6,090 Est. Cost $97.96 Unrealized +99.8%
TMUS T-MOBILE US INC 0.4%
Value $1.2M Shares 4,501 Est. Cost $146.49 Unrealized +65.9%
MS MORGAN STANLEY 0.4%
Value $1.165M Shares 9,985 Est. Cost $74.27 Unrealized +69.5%
GOOG ALPHABET INC 0.4%
Value $1.155M Shares 7,395 Est. Cost $107.68 Unrealized +69.5%
FDX FEDEX CORP 0.3%
Value $1.109M Shares 4,550 Est. Cost $203.74 Unrealized +24.5%
MPC MARATHON PETE CORP 0.3%
Value $1.064M Shares 7,300 Est. Cost $72.42 Unrealized +100.4%
ETN EATON CORP PLC 0.3%
Value $1.049M Shares 3,860 Est. Cost $216.51 Unrealized +42.5%
BBY BEST BUY INC 0.3%
Value $1.044M Shares 14,180 Est. Cost $83.81 Unrealized -6.6%
SYF SYNCHRONY FINANCIAL 0.3%
Value $1.021M Shares 19,295 Est. Cost $60.90 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.3%
Value $1.008M Shares 2,318 Est. Cost $347.61 Unrealized +13.4%
PYPL PAYPAL HLDGS INC 0.3%
Value $968K Shares 14,840 Est. Cost $77.71 Unrealized 0.0%
TGT TARGET CORP 0.3%
Value $915K Shares 8,770 Est. Cost $102.24 Unrealized +17.6%
MDT MEDTRONIC PLC 0.3%
Value $914K Shares 10,167 Est. Cost $76.61 Unrealized +14.1%
CME CME GROUP INC 0.3%
Value $885K Shares 3,336 Est. Cost $171.34 Unrealized +41.5%
PM PHILIP MORRIS INTL INC 0.3%
Value $876K Shares 5,516 Est. Cost $76.39 Unrealized +79.3%
TSLA TESLA INC 0.3%
Value $863K Shares 3,329 Est. Cost $247.64 Unrealized +34.6%
ANET ARISTA NETWORKS INC 0.3%
Value $861K Shares 11,110 Est. Cost $101.39 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $854K Shares 3,501 Est. Cost $134.51 Unrealized +66.0%
ORCL ORACLE CORP 0.3%
Value $851K Shares 6,087 Est. Cost $105.07 Unrealized +53.8%
MCK MCKESSON CORP 0.3%
Value $829K Shares 1,232 Est. Cost $454.47 Unrealized +35.5%
FERG FERGUSON ENTERPRISES INC 0.3%
Value $819K Shares 5,112 Est. Cost $196.80 Unrealized -13.3%
INTC INTEL CORP 0.3%
Value $814K Shares 35,850 Est. Cost $40.37 Unrealized -45.8%
CRH CRH PLC 0.3%
Value $806K Shares 9,166 Est. Cost $76.02 Unrealized +28.4%
UNP UNION PAC CORP 0.3%
Value $804K Shares 3,405 Est. Cost $174.15 Unrealized +35.3%
LRCX LAM RESEARCH CORP 0.2%
Value $786K Shares 10,813 Est. Cost $75.33 Unrealized +3.7%
PEP PEPSICO INC 0.2%
Value $779K Shares 5,195 Est. Cost $129.61 Unrealized +10.7%
WEC WEC ENERGY GROUP INC 0.2%
Value $749K Shares 6,873 Est. Cost $76.77 Unrealized +29.3%
ACN ACCENTURE PLC IRELAND 0.2%
Value $744K Shares 2,384 Est. Cost $226.78 Unrealized +54.1%
BLK BLACKROCK INC 0.2%
Value $718K Shares 759 Est. Cost $990.17 Unrealized -2.9%
WM WASTE MGMT INC DEL 0.2%
Value $717K Shares 3,097 Est. Cost $218.39 Unrealized 0.0%
CRBG COREBRIDGE FINL INC 0.2%
Value $689K Shares 21,814 Est. Cost $30.13 Unrealized +4.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $656K Shares 1,200 Est. Cost $173.36 Unrealized +240.7%
CEG CONSTELLATION ENERGY CORP 0.2%
Value $613K Shares 3,042 Est. Cost $165.45 Unrealized +61.2%
EXR EXTRA SPACE STORAGE INC 0.2%
Value $599K Shares 4,032 Est. Cost $133.61 Unrealized +8.7%
PH PARKER-HANNIFIN CORP 0.2%
Value $580K Shares 954 Est. Cost $565.50 Unrealized +14.7%
O REALTY INCOME CORP 0.2%
Value $580K Shares 9,992 Est. Cost $54.29 Unrealized -3.1%
LLY ELI LILLY & CO 0.2%
Value $498K Shares 603 Est. Cost $729.50 Unrealized +13.3%
SOLV SOLVENTUM CORP 0.1%
Value $454K Shares 5,974 Est. Cost $60.70 Unrealized +22.7%
SWX SOUTHWEST GAS HLDGS INC 0.1%
Value $409K Shares 5,700 Est. Cost $74.34 Unrealized -0.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $396K Shares 3,929 Est. Cost $48.20 Unrealized +108.9%
BYD BOYD GAMING CORP 0.1%
Value $395K Shares 6,000 Est. Cost $29.42 Unrealized +147.1%
GD GENERAL DYNAMICS CORP 0.1%
Value $273K Shares 1,000 Est. Cost $234.24 Unrealized +9.2%
AXP AMERICAN EXPRESS CO 0.1%
Value $273K Shares 1,013 Est. Cost $156.99 Unrealized +86.3%
KO COCA COLA CO 0.1%
Value $254K Shares 3,540 Est. Cost $39.66 Unrealized +63.8%
STC STEWART INFORMATION SVCS COR 0.1%
Value $250K Shares 3,500 Est. Cost $40.50 Unrealized +67.1%
META META PLATFORMS INC 0.1%
Value $239K Shares 414 Est. Cost $443.21 Unrealized +45.1%
RNR RENAISSANCERE HLDGS LTD 0.1%
Value $216K Shares 898 Est. Cost $221.88 Unrealized +9.0%
WFC WELLS FARGO CO NEW 0.1%
Value $215K Shares 3,000 Est. Cost $66.67 Unrealized +10.5%