Buckley Wealth Management, LLC
Buckley Wealth Management, LLC is a registered investment advisory firm headquartered in Las Vegas, Nevada. Founded in 2017, the firm provides financial planning and wealth management services primarily to individuals, including high-net-worth clients, as well as charitable organizations and select businesses. With a team of 5 employees, the firm emphasizes personalized advice and careful planning tailored to each client's unique circumstances.
Investment Strategy
Buckley Wealth Management offers comprehensive portfolio management services focusing on disciplined, long-term investing. The firm prioritizes risk-controlled growth through diversified holdings in equities, primarily large-cap stocks, and occasionally fixed-income and alternative assets. The strategy is grounded in understanding clients' specific financial situations, ongoing communication, and periodic portfolio rebalancing to help clients meet their long-term financial objectives.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.31% | $34.5M | 69,284 | $120.14 | $497.41 | +$7.6M |
A AAPL | APPLE INC | 9.67% | $32.3M | 157,529 | $46.57 | $205.17 | -$3.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.72% | $19.1M | 39,326 | $201.43 | $485.77 | -$1.7M |
C CVX | CHEVRON CORP NEW | 5.17% | $17.3M | 120,625 | $104.81 | $143.19 | -$2.3M |
J JPM | JPMORGAN CHASE & CO. | 5.11% | $17.1M | 58,950 | $107.88 | $289.91 | +$2.1M |