Loading…
CIK 0001730126 • 6 13F filings • May 15, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("buckley-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $4.3M | 1.2%Prev: 1.2% | 27,097 SH | Increased-80 SH |
| ABBVIE INC | COM | $3.7M | 1.0%Prev: 1.0% | 16,148 SH | Decreased-111 SH |
| ADVANCED MICRO DEVICES INC | COM | $385K | 0.1%Prev: 0.1% | 1,800 SH | Increased |
| AGILYSYS INC | COM | $405K | 0.1%Prev: 0.1% | 3,408 SH | Increased |
| ALPHABET INC | CAP STK CL A | $26.9M | 7.1%Prev: 5.9% | 85,893 SH | Increased-2,563 SH |
| ALPHABET INC | CAP STK CL C | $2.3M | 0.6%Prev: 0.5% | 7,264 SH | Increased-140 SH |
| AMAZON COM INC | COM | $17.3M | 4.6%Prev: 4.5% | 75,119 SH | Increased-255 SH |
| AMERICAN EXPRESS CO | COM | $375K | 0.1%Prev: 0.1% | 1,013 SH | Increased-4 SH |
| AMGEN INC | COM | $10.9M | 2.9%Prev: 2.6% | 33,235 SH | Increased+87 SH |
| APPLE INC | COM | $42.1M | 11.2%Prev: 10.9% | 154,908 SH | Increased-1,614 SH |
| ARISTA NETWORKS INC | COM SHS | $1.3M | 0.4%Prev: 0.5% | 10,289 SH | Decreased-1,226 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $213K | 0.1% | 199 SH | New |
| AT&T INC | COM | $2.5M | 0.7%Prev: 0.8% | 99,738 SH | Decreased+314 SH |
| BANK AMERICA CORP | COM | $2.6M | 0.7%Prev: 0.7% | 46,504 SH | Increased-275 SH |
| BARRICK MNG CORP | COM SHS | $218K | 0.1% | 5,000 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $21.3M | 5.6%Prev: 5.7% | 42,341 SH | Increased+574 SH |
| BEST BUY INC | COM | $1.2M | 0.3%Prev: 0.4% | 18,565 SH | Decreased+20 SH |
| BLACK HILLS CORP | COM | $1.8M | 0.5%Prev: 0.4% | 26,531 SH | Increased+900 SH |
| BLACKROCK INC | COM | $767K | 0.2%Prev: 0.2% | 717 SH | Decreased+4 SH |
| BOEING CO | COM | $1.6M | 0.4%Prev: 0.4% | 7,385 SH | Increased+175 SH |
| BOSTON SCIENTIFIC CORP | COM | $261K | 0.1%Prev: 0.1% | 2,737 SH | Decreased |
| BOYD GAMING CORP | COM | $511K | 0.1%Prev: 0.1% | 6,000 SH | Decreased |
| BROADCOM INC | COM | $3.1M | 0.8%Prev: 0.9% | 8,961 SH | Decreased-695 SH |
| CARDINAL HEALTH INC | COM | $1.8M | 0.5%Prev: 0.4% | 8,546 SH | Increased+264 SH |
| CATERPILLAR INC | COM | $5.2M | 1.4%Prev: 1.2% | 8,995 SH | Increased-155 SH |
| CENCORA INC | COM | $1.6M | 0.4%Prev: 0.4% | 4,854 SH | Increased-75 SH |
| CHEVRON CORP NEW | COM | $18.3M | 4.9%Prev: 5.1% | 120,225 SH | Decreased+570 SH |
| CISCO SYS INC | COM | $9.8M | 2.6%Prev: 2.4% | 126,772 SH | Increased-3,113 SH |
| CITIGROUP INC | COM NEW | $2.2M | 0.6%Prev: 0.6% | 18,429 SH | Increased-2,655 SH |
| CME GROUP INC | COM | $863K | 0.2%Prev: 0.2% | 3,162 SH | Increased-11 SH |
| COCA COLA CO | COM | $247K | 0.1%Prev: 0.1% | 3,540 SH | Increased |
| CONSTELLATION ENERGY CORP | COM | $1.0M | 0.3%Prev: 0.3% | 2,931 SH | Increased-5 SH |
| COSTCO WHSL CORP NEW | COM | $12.1M | 3.2%Prev: 3.3% | 14,085 SH | Increased+1,079 SH |
| CRH PLC | ORD | $1.2M | 0.3%Prev: 0.3% | 9,546 SH | Increased-320 SH |
| DOW INC | COM | $997K | 0.3%Prev: 0.5% | 42,658 SH | Decreased-33,548 SH |
| DUPONT DE NEMOURS INC | COM | $1.3M | 0.3%Prev: 0.9% | 32,771 SH | Decreased-9,800 SH |
| EATON CORP PLC | SHS | $1.2M | 0.3%Prev: 0.4% | 3,794 SH | Decreased+10 SH |
| ELI LILLY & CO | COM | $812K | 0.2%Prev: 0.2% | 756 SH | Increased-5 SH |
| EMERSON ELEC CO | COM | $242K | 0.1%Prev: 0.1% | 1,823 SH | Increased+27 SH |
| EXXON MOBIL CORP | COM | $13.2M | 3.5%Prev: 3.4% | 109,682 SH | Increased-36 SH |
| FEDEX CORP | COM | $1.6M | 0.4%Prev: 0.3% | 5,475 SH | Increased+75 SH |
| GE AEROSPACE | COM NEW | $1.2M | 0.3%Prev: 0.4% | 3,951 SH | Decreased-451 SH |
| GE VERNOVA INC | COM | $275K | 0.1%Prev: 0.1% | 421 SH | Decreased-30 SH |
| GENERAL DYNAMICS CORP | COM | $349K | 0.1%Prev: 0.1% | 1,037 SH | Increased+37 SH |
| GOLDMAN SACHS GROUP INC | COM | $973K | 0.3%Prev: 0.2% | 1,107 SH | Increased+4 SH |
| HOME DEPOT INC | COM | $3.5M | 0.9%Prev: 1.2% | 10,047 SH | Decreased-324 SH |
| HONEYWELL INTL INC | COM | $1.3M | 0.3%Prev: 0.1% | 6,414 SH | Increased+4,504 SH |
| IDACORP INC | COM | $4.8M | 1.3%Prev: 1.4% | 37,805 SH | Decreased-200 SH |
| INVESCO LTD | SHS | $1.5M | 0.4% | 58,860 SH | New |
| JOHNSON & JOHNSON | COM | $12.3M | 3.3%Prev: 3.0% | 59,291 SH | Increased-297 SH |
| JPMORGAN CHASE & CO. | COM | $18.6M | 4.9%Prev: 5.0% | 57,864 SH | Increased-583 SH |
| KENVUE INC | COM | $1.7M | 0.4%Prev: 0.4% | 96,100 SH | Increased+100 SH |
| KROGER CO | COM | $1.4M | 0.4%Prev: 0.4% | 22,977 SH | Decreased+256 SH |
| LAM RESEARCH CORP | COM NEW | $1.5M | 0.4%Prev: 0.3% | 8,842 SH | Increased-132 SH |
| LINDE PLC | SHS | $1.0M | 0.3%Prev: 0.3% | 2,395 SH | Decreased-7 SH |
| LOCKHEED MARTIN CORP | COM | $2.0M | 0.5%Prev: 0.5% | 4,120 SH | Decreased+100 SH |
| LOWES COS INC | COM | $1.2M | 0.3%Prev: 0.3% | 4,793 SH | Decreased-9 SH |
| MARATHON PETE CORP | COM | $1.0M | 0.3%Prev: 0.4% | 6,300 SH | Decreased-500 SH |
| MARSH & MCLENNAN COS INC | COM | $618K | 0.2%Prev: 0.2% | 3,329 SH | Decreased-46 SH |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.4%Prev: 0.4% | 2,504 SH | Increased+20 SH |
| MCDONALDS CORP | COM | $1.4M | 0.4%Prev: 0.4% | 4,490 SH | Increased+120 SH |
| MCKESSON CORP | COM | $647K | 0.2%Prev: 0.3% | 789 SH | Decreased-403 SH |
| MEDTRONIC PLC | SHS | $935K | 0.2%Prev: 0.3% | 9,731 SH | Increased+34 SH |
| MERCK & CO INC | COM | $5.8M | 1.5%Prev: 1.3% | 55,053 SH | Increased-440 SH |
| META PLATFORMS INC | CL A | $288K | 0.1%Prev: 0.1% | 436 SH | Decreased+18 SH |
| MICROSOFT CORP | COM | $32.9M | 8.7%Prev: 9.7% | 67,999 SH | Decreased-193 SH |
| MORGAN STANLEY | COM NEW | $1.5M | 0.4%Prev: 0.4% | 8,678 SH | Increased-25 SH |
| MUELLER INDS INC | COM | $840K | 0.2%Prev: 0.2% | 7,316 SH | Increased-24 SH |
| NEXTERA ENERGY INC | COM | $6.1M | 1.6%Prev: 1.6% | 76,223 SH | Increased-244 SH |
| NVIDIA CORPORATION | COM | $5.4M | 1.4%Prev: 1.4% | 28,750 SH | Increased+753 SH |
| ONEOK INC NEW | COM | $1.4M | 0.4%Prev: 0.3% | 18,629 SH | Increased+3,395 SH |
| ORACLE CORP | COM | $1.8M | 0.5%Prev: 0.5% | 9,386 SH | Increased+3,170 SH |
| PARKER-HANNIFIN CORP | COM | $982K | 0.3%Prev: 0.2% | 1,117 SH | Increased-3 SH |
| PEPSICO INC | COM | $661K | 0.2%Prev: 0.2% | 4,604 SH | Decreased-222 SH |
| PFIZER INC | COM | $2.8M | 0.7%Prev: 0.7% | 113,061 SH | Increased+11,035 SH |
| PHILIP MORRIS INTL INC | COM | $866K | 0.2%Prev: 0.2% | 5,399 SH | Decreased-17 SH |
| PROCTER AND GAMBLE CO | COM | $8.5M | 2.3%Prev: 2.5% | 59,568 SH | Decreased+1,019 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $1.1M | 0.3% | 13,772 SH | New |
| REALTY INCOME CORP | COM | $498K | 0.1%Prev: 0.2% | 8,842 SH | Decreased-542 SH |
| RENAISSANCERE HLDGS LTD | COM | $260K | 0.1%Prev: 0.1% | 926 SH | Increased |
| RYDER SYS INC | COM | $1.6M | 0.4%Prev: 0.4% | 8,119 SH | Decreased-340 SH |
| SLB LIMITED | COM STK | $217K | 0.1% | 5,648 SH | New |
| SOLVENTUM CORP | COM SHS | $770K | 0.2%Prev: 0.3% | 9,712 SH | Decreased-3,368 SH |
| SOUTHWEST GAS HLDGS INC | COM | $408K | 0.1%Prev: 0.1% | 5,100 SH | Decreased-200 SH |
| SYNCHRONY FINANCIAL | COM | $1.6M | 0.4%Prev: 0.4% | 19,259 SH | Increased+50 SH |
| SYSCO CORP | COM | $1.3M | 0.4%Prev: 0.4% | 18,144 SH | Decreased+491 SH |
| T-MOBILE US INC | COM | $820K | 0.2%Prev: 0.3% | 4,039 SH | Decreased-48 SH |
| TARGA RES CORP | COM | $1.5M | 0.4%Prev: 0.4% | 8,055 SH | Increased+375 SH |
| TARGET CORP | COM | $1.4M | 0.4%Prev: 0.3% | 14,481 SH | Increased+1,322 SH |
| TESLA INC | COM | $1.5M | 0.4%Prev: 0.4% | 3,348 SH | Increased+19 SH |
| TEXAS INSTRS INC | COM | $1.3M | 0.4%Prev: 0.4% | 7,674 SH | Increased+571 SH |
| TJX COS INC NEW | COM | $2.8M | 0.7%Prev: 0.7% | 18,227 SH | Increased-197 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 0.4%Prev: 0.4% | 3,539 SH | Decreased-10 SH |
| UNION PAC CORP | COM | $948K | 0.3%Prev: 0.2% | 4,100 SH | Increased+854 SH |
| UNITEDHEALTH GROUP INC | COM | $975K | 0.3%Prev: 0.3% | 2,953 SH | Decreased-128 SH |
| VALERO ENERGY CORP | COM | $1.5M | 0.4%Prev: 0.4% | 9,244 SH | Decreased-130 SH |
| VISA INC | COM CL A | $1.6M | 0.4%Prev: 0.4% | 4,572 SH | Increased-13 SH |
| WASTE MGMT INC DEL | COM | $931K | 0.2%Prev: 0.3% | 4,236 SH | Decreased-15 SH |
| WEC ENERGY GROUP INC | COM | $939K | 0.2%Prev: 0.2% | 8,901 SH | Increased+2,287 SH |
| WELLS FARGO CO NEW | COM | $233K | 0.1%Prev: 0.1% | 2,500 SH | Increased |
| WELLTOWER INC | COM | $694K | 0.2% | 3,738 SH | New |
| WESTERN ALLIANCE BANCORP | COM | $207K | 0.1%Prev: 0.1% | 2,466 SH | Decreased-116 SH |
| WILLIAMS COS INC | COM | $1.4M | 0.4%Prev: 0.4% | 23,475 SH | Decreased-500 SH |
| 13F-HR |
| 0001172661-26-003164 |
| $404.3M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002989 | $334.1M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001762 | $391.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002084 | $321.5M | View |