Buckingham Strategic Partners Purchases in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.3K
+ 31.89%
$523.84 - $572.02 $1.2M - $1.31M
9.5K $5.41M
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
+ 8.36%
$60.09 - $67.67 $738K - $831K
159K $10.7M
ABBV
Abb Vie Inc.

Healthcare
3.66K
+ 12.1%
$163.84 - $199.33 $600K - $730K
33.9K $6.7M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
59.8K
New
$23.61 - $24.64 $1.41M - $1.47M
59.8K $1.46M
DFAR
Dimensional ETF Tr Dimensional

ETFs
56.6K
New
$21.91 - $26.03 $1.24M - $1.47M
56.6K $1.45M
DFIP
Dimensional ETF Tr Inflation P

ETFs
34.2K
New
$40.69 - $42.46 $1.39M - $1.45M
34.2K $1.44M
IBM
International Business Machines Corp

Technology
2.7K
+ 15.77%
$175.1 - $223.38 $473K - $604K
19.8K $4.39M
MMM
3 M CO

Industrials
7.87K
+ 81.72%
$99.69 - $139.42 $784K - $1.1M
17.5K $2.39M
META
Meta Platforms, Inc.

Communication Services
574
+ 3.7%
$453.41 - $572.44 $260K - $329K
16.1K $9.22M
AVLV
American Centy ETF Tr Avantis
16.7K
+ 18.05%
$60.05 - $65.83 $1M - $1.1M
109K $7.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.88K
+ 4.73%
$77.02 - $85.06 $453K - $500K
130K $11M
HD
Home Depot, Inc.

Consumer Cyclical
1.35K
+ 11.76%
$333.64 - $405.2 $450K - $546K
12.8K $5.19M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
26.7K
+ 13.71%
$27.15 - $30.78 $726K - $823K
222K $6.75M
HYD
Vaneck High Yield Muni ETF

ETFs
23.1K
New
$51.46 - $53.07 $1.19M - $1.23M
23.1K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
3.99K
+ 8.78%
$194.9 - $224.8 $777K - $896K
49.4K $10.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.24K
+ 42.14%
$801.83 - $917.05 $993K - $1.14M
4.18K $3.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.33K
+ 9.09%
$517.38 - $573.86 $689K - $764K
16K $9.17M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
21.4K
+ 35.84%
$46.5 - $49.42 $996K - $1.06M
81.1K $3.99M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
45K
New
$25.38 - $26.27 $1.14M - $1.18M
45K $1.18M
IAU
Ishares Gold Trust

ETFs
22.6K
+ 316.47%
$44.06 - $50.5 $995K - $1.14M
29.7K $1.48M
SCHO
Schwab Short Term Us Treasury

ETFs
22.9K
New
$47.93 - $49.06 $1.1M - $1.12M
22.9K $1.12M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.61K
+ 5.44%
$73.43 - $80.37 $412K - $451K
109K $8.74M
NHI
National Health Investors Inc

Real Estate
13.1K
New
$67.53 - $85.15 $883K - $1.11M
13.1K $1.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
20.6K
+ 8.86%
$26.43 - $29.86 $545K - $616K
253K $7.48M
DE
Deere & CO

Industrials
2.14K
+ 47.28%
$344.84 - $418.0 $737K - $893K
6.65K $2.78M
FMB
First Tr Exchange Traded Fd Ii

ETFs
20.8K
New
$51.0 - $52.05 $1.06M - $1.08M
20.8K $1.08M
JNJ
Johnson & Johnson

Healthcare
2.99K
+ 8.63%
$145.48 - $167.38 $434K - $500K
37.6K $6.09M
AEE
Ameren Corp

Utilities
9.55K
+ 86.75%
$70.45 - $87.46 $673K - $835K
20.6K $1.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.83K
+ 21.92%
$285.48 - $330.24 $808K - $935K
15.8K $5.07M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.1K
+ 125.41%
$50.85 - $53.88 $919K - $973K
32.5K $1.74M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.79K
+ 26.57%
$75.88 - $83.21 $743K - $815K
46.6K $3.88M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
23.1K
New
$41.95 - $43.42 $971K - $1M
23.1K $1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.56K
+ 312.14%
$98.99 - $101.51 $947K - $971K
12.6K $1.28M
NEE
Nextera Energy Inc

Utilities
5.8K
+ 16.98%
$69.9 - $84.97 $406K - $493K
40K $3.38M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.82K
+ 204.12%
$101.72 - $112.94 $796K - $883K
11.7K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
699
+ 5.24%
$245.82 - $304.51 $172K - $213K
14K $4.27M
CAT
Caterpillar Inc

Industrials
1.21K
+ 17.6%
$316.8 - $391.12 $383K - $473K
8.08K $3.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.8K
+ 38.94%
$53.41 - $57.9 $686K - $744K
45.8K $2.65M
USB
Us Bancorp \De\

Financial Services
9.38K
+ 13.77%
$39.04 - $47.23 $366K - $443K
77.5K $3.54M
SO
Southern CO

Utilities
6.93K
+ 40.48%
$77.0 - $90.52 $533K - $627K
24K $2.17M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
15.2K
New
$51.3 - $59.04 $781K - $899K
15.2K $837K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
242
+ 0.94%
$475.2 - $527.7 $115K - $128K
26K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 0.2%
$520.18 - $576.82 $28.1K - $31.1K
27.2K $15.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
+ 11.44%
$36.98 - $41.55 $466K - $523K
123K $5.05M
GLDM
World Gold Trust

ETFs
15.6K
New
$46.2 - $53.01 $719K - $825K
15.6K $811K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.48K
+ 9.28%
$96.25 - $101.98 $527K - $559K
64.5K $6.53M
PDI
Pimco Dynamic Income Fund

Financial Services
39.5K
New
$18.7 - $20.25 $739K - $800K
39.5K $800K
EPD
Enterprise Products Partners L.P.

Energy
26.1K
+ 196.42%
$27.88 - $30.0 $729K - $784K
39.4K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
+ 44.07%
$49.93 - $51.15 $702K - $719K
46K $2.35M
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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