Titelia

Holdings of Buckley Wealth Management, LLC

95 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.3 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Financials 13.7 %
  • Health care 12.2 %
  • Communication 7.9 %
  • Consumer staples 7.8 %
  • Consumer discretionary 7.4 %
  • Energy 7.4 %
  • Industrials 6.4 %
  • Utilities 2.5 %
  • Materials 0.5 %
  • Real estate 0.4 %
  • Unattributed 10.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US94382.8M $99.79 %
2GB1811.5K $0.21 %

Positions

RankCompanySharesValueWeight
1Apple Inc 155,31839.4M $
2Microsoft Corp 69,79425.8M $
3Chevron Corp 118,12924.4M $
4Alphabet Inc 84,76424.4M $
5Berkshire Hathaway Inc 44,10521.1M $
6Exxon Mobil Corp 106,62818.1M $
7JPMorgan Chase & Co 60,09517.7M $
8Amazon.com Inc 79,34116.5M $
9Johnson & Johnson 59,12414.5M $
10Costco Wholesale Corp 14,22914.2M $
11Amgen Inc 33,10211.6M $
12Cisco Systems, Inc. 124,4819.7M $
13Procter & Gamble Co/The 60,2538.7M $
14NextEra Energy Inc 77,6577.2M $
15Merck & Co Inc 54,5536.6M $
16Caterpillar Inc 8,9456.3M $
17NVIDIA Corp 32,8385.7M $
18IDACORP Inc 37,8055.4M $
193M Co 26,6673.9M $
20AbbVie Inc 16,3793.6M $
21Home Depot Inc/The 10,2703.4M $
22Targa Resources Corp 12,5043.1M $
23Pfizer Inc 110,0103.1M $
24AT&T Inc 99,7382.9M $
25TJX Cos Inc/The 18,0642.9M $
26Broadcom Inc 9,3172.9M $
27Lockheed Martin Corp 4,2202.6M $
28Bank of America Corp 45,5242.2M $
29Valero Energy Corp 8,4692.1M $
30Lam Research Corp 9,3642M $
31Alphabet Inc 6,9392M $
32GE HealthCare Technologies Inc 27,8862M $
33Citigroup Inc 17,3142M $
34FedEx Corp 5,2251.9M $
35Black Hills Corp 25,5311.8M $
36Visa Inc 5,8111.8M $
37ONEOK Inc 19,2841.7M $
38Target Corp 14,1141.7M $
39Williams Cos Inc/The 23,4851.7M $
40Kenvue Inc 96,1041.7M $
41Ryder System Inc 8,0741.7M $
42Kroger Co/The 22,3041.6M $
43Boeing Co/The 8,0851.6M $
44Dow Inc 37,9081.6M $
45Texas Instruments Inc 8,1071.6M $
46Cardinal Health, Inc. 7,4411.6M $
47Qnity Electronics Inc 13,5721.6M $
48Morgan Stanley 9,4951.6M $
49Marathon Petroleum Corp 6,3001.5M $
50McDonald's Corp. 4,7101.5M $
51Honeywell International Inc 6,4141.4M $
52DuPont de Nemours Inc 31,4911.4M $
53Cencora Inc 4,5241.4M $
54Sysco Corp 19,8341.4M $
55Arista Networks Inc 10,8151.3M $
56Best Buy Co Inc 20,1301.3M $
57Synchrony Financial 19,2041.3M $
58Mastercard Inc 2,5591.3M $
59Tesla Inc 3,3481.2M $
60Southwest Airlines Co 32,8351.2M $
61Lowe's Cos Inc 5,2311.2M $
62Union Pacific Corp 4,8191.2M $
63WEC Energy Group Inc 9,8991.1M $
64Waste Management Inc 4,9031.1M $
65Parker-Hannifin Corp 1,2511.1M $
66General Electric Co 3,7311.1M $
67Mueller Industries Inc 9,5551.1M $
68CME Group Inc 3,5191M $
69Philip Morris International Inc. 6,1111M $
70Goldman Sachs Group Inc/The 1,107936.5K $
71T-Mobile US Inc 4,454935.7K $
72PepsiCo Inc 6,016934.4K $
73Constellation Energy Corp. 3,314925.4K $
74Welltower Inc 4,355861K $
75GSK PLC 14,580811.5K $
76Eli Lilly & Co 863794.7K $
77McKesson Corp 907785.6K $
78Blackrock Inc 787757.8K $
79Marsh & McLennan Cos Inc 3,716644.5K $
80Realty Income Corp 10,431641.1K $
81Solventum Corp 9,712634.2K $
82Nuveen Preferred And Income ET 19,936513.7K $
83Boyd Gaming Corp 6,000494.3K $
84Advanced Micro Devices Inc 2,100427.2K $
85Southwest Gas Holdings Inc 4,900425.8K $
86Oracle Corp 2,446359.8K $
87General Dynamics Corp 1,009346.3K $
88GE Vernova Inc 386337.1K $
89American Express Co 1,013306.4K $
90Emerson Electric Co. 2,222291.1K $
91Coca-Cola Co/The 3,599275.6K $
92Meta Platforms Inc 428244.9K $
93Agilysys Inc 3,408242.4K $
94Newmont Corp 2,000216.5K $
95Public Service Enterprise Group Inc 2,661215.4K $