Buckley Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
102
Total value ($000)
$365,237
Net value change ($000)
+31,087 (9.3%)
New positions
1
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,535 23.3%
GOOGL 6,398 42.4%
COST 2,247 22.9%
BRK-B 1,894 9.9%
JNJ 1,768 19.0%
KVUE 1,558 NEW
JPM 1,346 7.9%
BA 1,330 588.5%
CVX 1,309 7.6%
BKH 1,084 219.0%
Top Reduces (Value $000, Stocks/ETFs)
LOW -1,030 -46.0%
ELV -902 -100.0%
ACN -791 -100.0%
DOW -779 -30.8%
CAH -561 -30.1%
CSCO -248 -2.7%
FBTC -245 -100.0%
ASML -240 -100.0%
STC -228 -100.0%
GE -211 -13.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type