Buckingham Strategic Partners Purchases in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
14.4K
New
$62.84 - $73.29 $907K - $1.06M
14.4K $1.06M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
21.1K
New
$49.52 - $50.2 $1.04M - $1.06M
21.1K $1.06M
ABNB
Airbnb, Inc.

Consumer Cyclical
8.92K
+ 547.91%
$119.38 - $161.42 $1.06M - $1.44M
10.5K $1.26M
CSCO
Cisco Systems, Inc.

Technology
13.8K
+ 20.08%
$58.74 - $64.87 $813K - $897K
82.7K $5.11M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
19.7K
+ 185.76%
$47.08 - $50.67 $927K - $998K
30.3K $1.52M
WPM
Wheaton Precious Metals Corp.

Basic Materials
9.35K
+ 74.6%
$55.75 - $77.63 $521K - $726K
21.9K $1.7M
APH
Amphenol Corp

Technology
15.1K
New
$61.62 - $78.55 $933K - $1.19M
15.1K $993K
DFIS
Dimensional ETF Tr Dimensional

ETFs
32.6K
+ 30.04%
$23.92 - $26.89 $781K - $878K
141K $3.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.88K
+ 17.21%
$95.85 - $99.25 $851K - $881K
60.4K $5.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.4K
+ 3.71%
$42.5 - $46.71 $528K - $580K
347K $15.7M
KO
Coca Cola CO

Consumer Defensive
4.94K
+ 7.6%
$60.81 - $72.32 $300K - $357K
69.9K $5.01M
CVS
Cvs Health Corp

Healthcare
14.2K
New
$44.22 - $68.64 $627K - $974K
14.2K $961K
RGLD
Royal Gold Inc

Basic Materials
5.88K
New
$132.55 - $163.51 $779K - $961K
5.88K $960K
NMRK
Newmark Group, Inc.

Real Estate
78.7K
New
$11.84 - $14.69 $932K - $1.16M
78.7K $958K
TRV
Travelers Companies, Inc.

Financial Services
3.1K
+ 54.05%
$232.43 - $265.13 $721K - $822K
8.84K $2.34M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.5K
+ 69.55%
$50.82 - $52.7 $890K - $923K
42.7K $2.24M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.87K
+ 56.19%
$378.71 - $442.54 $710K - $829K
5.21K $2.26M
HUM
Humana Inc

Healthcare
3.46K
+ 226.85%
$249.11 - $303.11 $861K - $1.05M
4.98K $1.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.62K
+ 23.55%
$182.82 - $196.21 $845K - $907K
24.3K $4.57M
EIX
Edison International

Utilities
15.7K
New
$50.06 - $80.01 $784K - $1.25M
15.7K $923K
ETSY
Etsy Inc

Consumer Cyclical
19.5K
New
$44.4 - $57.29 $868K - $1.12M
19.5K $921K
META
Meta Platforms, Inc.

Communication Services
2.24K
+ 8.09%
$576.36 - $736.67 $1.29M - $1.65M
29.9K $17.2M
JCI
Johnson Controls International PLC

Industrials
11.3K
New
$76.12 - $90.6 $860K - $1.02M
11.3K $905K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.3K
+ 107.54%
$75.32 - $84.77 $774K - $871K
19.8K $1.62M
GRMN
Garmin LTD

Technology
3.93K
+ 322.41%
$204.55 - $241.93 $803K - $950K
5.15K $1.12M
MMM
3 M CO

Industrials
3.91K
+ 24.07%
$129.7 - $155.12 $506K - $606K
20.1K $2.96M
IWV
Ishares Russell 3000 ETF

ETFs
3.2K
+ 33.91%
$313.1 - $349.83 $1M - $1.12M
12.6K $4.01M
QCOM
Qualcomm Inc

Technology
5.6K
+ 69.83%
$151.94 - $175.86 $851K - $984K
13.6K $2.09M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
12K
New
$61.25 - $72.83 $734K - $873K
12K $847K
VB
Vanguard Small Cap ETF

ETFs
9.26K
+ 13.98%
$217.89 - $252.64 $2.02M - $2.34M
75.5K $16.7M
ELV
Elevance Health, Inc.

Healthcare
1.76K
+ 205.14%
$365.9 - $436.25 $643K - $766K
2.61K $1.14M
PCG
Pg&E Corp

Utilities
47.5K
New
$15.16 - $20.4 $720K - $969K
47.5K $816K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.8K
+ 45.85%
$49.6 - $50.28 $782K - $792K
50.1K $2.52M
C
Citigroup Inc

Financial Services
11.3K
+ 60.82%
$67.23 - $84.63 $757K - $953K
29.8K $2.11M
RL
Ralph Lauren Corp

Consumer Cyclical
3.66K
New
$215.68 - $286.74 $790K - $1.05M
3.66K $808K
AIG
American International Group, Inc.

Financial Services
8.48K
+ 224.08%
$70.5 - $86.94 $598K - $737K
12.3K $1.07M
EEMV
Ishares Msci Emerging Markets

ETFs
13.4K
+ 254.09%
$57.07 - $59.29 $766K - $795K
18.7K $1.09M
HUBS
Hubspot Inc

Technology
1.37K
New
$571.29 - $819.71 $780K - $1.12M
1.37K $779K
CB
Chubb LTD

Financial Services
2.17K
+ 44.8%
$257.71 - $301.99 $558K - $654K
7K $2.11M
T
At&T Inc.

Communication Services
1.38K
+ 1.05%
$21.56 - $28.28 $29.7K - $39K
133K $3.75M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.9K
+ 165.38%
$39.18 - $43.52 $702K - $779K
28.7K $1.2M
TTC
Toro CO

Industrials
10.4K
New
$71.86 - $87.28 $748K - $908K
10.4K $757K
ISRG
Intuitive Surgical Inc

Healthcare
1.63K
+ 75.84%
$476.63 - $610.45 $776K - $994K
3.78K $1.87M
CME
Cme Group Inc.

Financial Services
2.61K
+ 156.25%
$225.82 - $266.54 $590K - $696K
4.28K $1.14M
TER
Teradyne, Inc

Technology
9.01K
New
$82.6 - $140.0 $744K - $1.26M
9.01K $744K
MOH
Molina Healthcare, Inc.

Healthcare
2.26K
New
$266.57 - $333.27 $602K - $752K
2.26K $743K
MA
Mastercard Inc

Financial Services
909
+ 8.13%
$504.67 - $576.31 $459K - $524K
12.1K $6.62M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.43K
+ 28.05%
$168.84 - $202.89 $1.09M - $1.3M
29.4K $5.16M
DKNG
Draft Kings Inc.

Consumer Cyclical
22.3K
New
$33.21 - $53.49 $740K - $1.19M
22.3K $739K
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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