Buckingham Strategic Partners Portfolio Holdings

Buckingham Strategic Partners

  • $3.18 Billion
  • Q1 2024

Buckingham Strategic Partners has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.18 Billion distributed in 603 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $404M, Ishares Core S&P Total U.S. St with a value of $268M, Dimensional ETF Tr U S Target with a value of $203M, Dimensional ETF Tr with a value of $150M, and Dimensional ETF Tr Us Marketwi with a value of $141M.

Examining the 13F form we can see an increase of $1.24B in the current position value, from $1.95B to 3.18B.

Buckingham Strategic Partners is based out at Saint Louis, MO

Below you can find more details about Buckingham Strategic Partners portfolio as well as his latest detailed transactions.

Portfolio value $3.18 Billion
ETFs: $2.49 Billion
Technology: $179 Million
Financial Services: $84.6 Million
Healthcare: $84.3 Million
Industrials: $65.9 Million
Consumer Cyclical: $56.1 Million
Consumer Defensive: $38.4 Million
Communication Services: $37.1 Million
Other: $61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$404 Million 12.69% of portfolio
12,638,112
Q1 2024 Added 97.1%
$0
$268 Million 8.41% of portfolio
2,320,751
Q1 2024 Added 28.61%
$0
$203 Million 6.39% of portfolio
3,735,668
Q1 2024 Added 38.71%
$0
$150 Million 4.71% of portfolio
4,079,196
Q1 2024 Added 86.83%
$0
$141 Million 4.43% of portfolio
3,446,126
Q1 2024 Added 115.82%
$0
$124 Million 3.91% of portfolio
1,851,366
Q1 2024 Added 32.7%
$0
$121 Million 3.81% of portfolio
1,839,960
Q1 2024 Added 70.63%
$0
$88.5 Million 2.78% of portfolio
340,550
Q1 2024 Added 68.54%
$0
$72.6 Million 2.28% of portfolio
2,853,176
Q1 2024 Added 57.79%
$0
$69 Million 2.17% of portfolio
2,706,785
Q1 2024 Added 120.84%
$0
$66.5 Million 2.09% of portfolio
1,166,359
Q1 2024 Added 126.12%
$0
$65.7 Million 2.07% of portfolio
701,263
Q1 2024 Added 63.33%
$3.09T
$59.6 Million 1.88% of portfolio
347,834
Q1 2024 Added 72.53%
$3.09T
$43.1 Million 1.35% of portfolio
102,395
Q1 2024 Added 119.06%
$0
$37.5 Million 1.18% of portfolio
601,426
Q1 2024 Added 90.2%
$0
$37.7 Million 1.18% of portfolio
1,385,955
Q1 2024 Added 123.08%
$0
$32.9 Million 1.03% of portfolio
561,588
Q1 2024 Reduced 70.31%
$0
$26.5 Million 0.83% of portfolio
528,333
Q1 2024 Added 62.73%
$129B
$26.4 Million 0.83% of portfolio
73,841
Q1 2024 Added 8.44%
$0
$25.8 Million 0.81% of portfolio
705,308
Q1 2024 Added 17.83%
$2.73T
$24.1 Million 0.76% of portfolio
26,665
Q1 2024 Added 195.92%
$539B
$20.1 Million 0.63% of portfolio
47,711
Q1 2024 Added 262.33%
$1.8T
$20 Million 0.63% of portfolio
110,961
Q1 2024 Added 158.73%
$0
$18.5 Million 0.58% of portfolio
584,403
Q1 2024 Added 45.69%
$0
$16.5 Million 0.52% of portfolio
344,796
Q1 2024 Reduced 71.76%
$0
$15.9 Million 0.5% of portfolio
274,509
Q1 2024 Added 688.41%
$0
$16 Million 0.5% of portfolio
179,143
Q1 2024 Added 349.72%
$0
$15.7 Million 0.49% of portfolio
287,893
Q1 2024 Added 130.09%
$0
$15.7 Million 0.49% of portfolio
518,105
Q1 2024 Added 131.2%
$0
$14.5 Million 0.46% of portfolio
482,165
Q1 2024 Added 177.19%
$0
$14 Million 0.44% of portfolio
72,702
Q1 2024 Reduced 9.78%
$0
$13.7 Million 0.43% of portfolio
510,326
Q1 2024 Added 40.36%
$0
$12.9 Million 0.41% of portfolio
24,624
Q1 2024 Added 24.08%
$0
$11.9 Million 0.38% of portfolio
34,674
Q1 2024 Added 309.71%
$0
$11.9 Million 0.37% of portfolio
443,608
Q1 2024 Added 336.64%
$0
$10.8 Million 0.34% of portfolio
438,688
Q1 2024 Added 263.81%
$0
$10.7 Million 0.34% of portfolio
65,804
Q1 2024 Added 41.82%
$0
$10.7 Million 0.34% of portfolio
226,741
Q1 2024 Reduced 59.01%
$0
$10.5 Million 0.33% of portfolio
112,889
Q1 2024 Added 1,832.7%
$594B
$10.6 Million 0.33% of portfolio
52,789
Q1 2024 Added 237.5%
$489B
$10.4 Million 0.33% of portfolio
89,557
Q1 2024 Added 166.3%
$0
$10.4 Million 0.33% of portfolio
45,430
Q1 2024 Reduced 11.09%
$0
$10.2 Million 0.32% of portfolio
132,761
Q1 2024 Reduced 77.27%
$779B
$9.8 Million 0.31% of portfolio
12,598
Q1 2024 Added 384.91%
$0
$9.59 Million 0.3% of portfolio
118,956
Q1 2024 Added 138.62%
$133B
$9.35 Million 0.29% of portfolio
29,906
Q1 2024 Added 1,162.92%
$0
$8.79 Million 0.28% of portfolio
245,154
Q1 2024 Added 125.85%
$1.05T
$8.87 Million 0.28% of portfolio
18,275
Q1 2024 Added 420.51%
$0
$9.05 Million 0.28% of portfolio
109,063
Q1 2024 Added 592.82%

Summary

  • Portfolio
  • No. of Stocks 603
  • Current Value $3.18 Billion
  • Prior Value $1.95 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 236 stocks
  • Additional Purchases 298 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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