Buckingham Strategic Partners Purchases in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
113
+ 0.28%
$122.59 - $135.24 $13.9K - $15.3K
39.8K $5.02M
COLB
Columbia Banking System, Inc.

Financial Services
908
+ 1.22%
$23.89 - $28.84 $21.7K - $26.2K
75.3K $1.88M
XLK
Technology Sector Spdr

ETFs
522
+ 4.64%
$206.38 - $242.18 $108K - $126K
11.8K $2.43M
ORCL
Oracle Corp

Technology
6.97K
+ 15.24%
$139.81 - $186.47 $975K - $1.3M
52.7K $7.37M
IJS
Ishares S&P Smallcap 600 Value

ETFs
26
+ 0.11%
$96.3 - $112.23 $2.5K - $2.92K
24K $2.34M
VBR
Vanguard Small Cap Value ETF

ETFs
7.07K
+ 5.3%
$183.02 - $207.75 $1.29M - $1.47M
141K $26.2M
IWN
Ishares Russell2000 Val ETF

ETFs
2.31K
+ 4.37%
$149.27 - $169.4 $344K - $391K
55.1K $8.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.99K
+ 6.49%
$247.97 - $296.33 $494K - $590K
32.7K $8.23M
USB
Us Bancorp \De\

Financial Services
4.56K
+ 4.5%
$40.92 - $50.9 $186K - $232K
106K $4.46M
VUG
Vanguard Growth ETF

ETFs
2.7K
+ 7.21%
$369.1 - $427.61 $995K - $1.15M
40.1K $14.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.56K
+ 5.88%
$360.07 - $417.26 $562K - $651K
28.1K $10.2M
CRM
Salesforce, Inc.

Technology
503
+ 4.5%
$268.36 - $359.95 $135K - $181K
11.7K $3.14M
ETN
Eaton Corp PLC

Industrials
1.92K
+ 8.37%
$271.83 - $371.23 $521K - $712K
24.8K $6.75M
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 8.31%
$154.33 - $206.19 $819K - $1.09M
69.2K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.39K
+ 15.16%
$222.15 - $428.22 $976K - $1.88M
33.4K $8.65M
AVGO
Broadcom Inc.

Technology
5.86K
+ 8.98%
$167.43 - $244.7 $981K - $1.43M
71.1K $11.9M
NVDA
Nvidia Corp

Technology
42.7K
+ 13.49%
$106.98 - $149.43 $4.57M - $6.39M
359K $39M
MSFT
Microsoft Corp

Technology
2.52K
+ 1.92%
$375.39 - $447.2 $947K - $1.13M
134K $50.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
95.1K
+ 1.97%
$50.44 - $58.1 $4.8M - $5.53M
4.92M $253M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
284K
+ 1.76%
$32.42 - $36.13 $9.2M - $10.3M
16.4M $540M
Activity Summary
Buys All Purchases 821 New Holdings 273 Increased Positions 548 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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