Long-term investor
Buckley Wealth Management, LLC @buckleywealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730126).
Record
- Tracked since 2025-06-30 (434 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +13.2% · 1 year +23.7% · all +23.7%
- Max drawdown 0.0% · Sharpe 2.01 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.0% · long · since 2025-06-30
- GOOGL · 7.5% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- BRK-B · 5.7% · long · since 2025-06-30
- JPM · 4.9% · long · since 2025-06-30
- CVX · 4.8% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- JNJ · 3.7% · long · since 2025-06-30
- CSCO · 3.4% · long · since 2025-06-30
- COST · 3.2% · long · since 2025-06-30
- AMGN · 2.9% · long · since 2025-06-30
- PG · 2.3% · long · since 2025-06-30
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