Buckingham Strategic Partners Purchases in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
18.2K
New
$86.65 - $94.9 $1.58M - $1.73M
18.2K $1.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.04K
+ 15.16%
$264.18 - $304.19 $1.07M - $1.23M
30.7K $8.6M
UNH
Unitedhealth Group Inc

Healthcare
3.94K
+ 57.12%
$485.52 - $625.25 $1.91M - $2.46M
10.8K $5.48M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
28K
+ 508.81%
$51.58 - $52.91 $1.45M - $1.48M
33.5K $1.73M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
113K
New
$11.18 - $13.68 $1.27M - $1.55M
113K $1.44M
CVX
Chevron Corp

Energy
10.6K
+ 24.75%
$141.15 - $162.53 $1.5M - $1.73M
53.6K $7.77M
KKR
Kkr & Co. Inc.

Financial Services
9.35K
New
$129.87 - $162.87 $1.21M - $1.52M
9.35K $1.38M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.36M
UNP
Union Pacific Corp

Industrials
7.03K
+ 46.6%
$223.15 - $249.32 $1.57M - $1.75M
22.1K $5.04M
USB
Us Bancorp \De\

Financial Services
23.7K
+ 30.53%
$43.98 - $53.66 $1.04M - $1.27M
101K $4.84M
CSCO
Cisco Systems, Inc.

Technology
16.1K
+ 30.39%
$52.45 - $60.02 $842K - $964K
68.9K $4.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.6K
+ 463.51%
$49.03 - $53.35 $1.16M - $1.26M
28.7K $1.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
16.1K
+ 39.4%
$69.3 - $74.3 $1.12M - $1.2M
57.1K $4.08M
KO
Coca Cola CO

Consumer Defensive
25.4K
+ 64.15%
$61.74 - $71.71 $1.57M - $1.82M
65K $4.05M
PG
Procter & Gamble CO

Consumer Defensive
8.12K
+ 27.64%
$161.05 - $179.7 $1.31M - $1.46M
37.5K $6.29M
PLTR
Palantir Technologies Inc.

Technology
3.61K
+ 16.0%
$36.46 - $82.38 $131K - $297K
26.1K $1.98M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.55K
+ 125.21%
$501.29 - $612.85 $1.28M - $1.56M
4.58K $2.38M
ITW
Illinois Tool Works Inc

Industrials
4.54K
+ 137.58%
$253.56 - $278.5 $1.15M - $1.26M
7.84K $1.99M
FLRN
Spdr Bloomberg Investment Grad

ETFs
36.3K
New
$30.67 - $30.84 $1.11M - $1.12M
36.3K $1.12M
EOG
Eog Resources Inc

Energy
8.66K
+ 320.47%
$118.22 - $136.54 $1.02M - $1.18M
11.4K $1.39M
CAT
Caterpillar Inc

Industrials
3.54K
+ 43.87%
$360.37 - $416.88 $1.28M - $1.48M
11.6K $4.22M
ADP
Automatic Data Processing Inc

Industrials
3.22K
+ 48.31%
$280.08 - $307.97 $901K - $991K
9.88K $2.89M
SEIC
Sei Investments CO

Financial Services
12.4K
New
$69.36 - $86.58 $857K - $1.07M
12.4K $1.02M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.97K
+ 43.34%
$172.07 - $207.36 $683K - $823K
13.1K $2.59M
COP
Conocophillips

Energy
11.5K
+ 47.97%
$95.12 - $114.72 $1.1M - $1.32M
35.5K $3.52M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
18.6K
New
$52.0 - $55.66 $967K - $1.03M
18.6K $993K
DHR
Danaher Corp

Healthcare
4.96K
+ 151.2%
$226.16 - $274.52 $1.12M - $1.36M
8.24K $1.89M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.34K
+ 198.51%
$278.19 - $315.36 $928K - $1.05M
5.02K $1.44M
VMC
Vulcan Materials CO

Basic Materials
3.67K
New
$237.95 - $292.31 $873K - $1.07M
3.67K $944K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.5K
New
$45.17 - $47.23 $924K - $966K
20.5K $927K
WFC
Wells Fargo & Company

Financial Services
4.38K
+ 9.8%
$54.98 - $77.35 $241K - $339K
49.1K $3.45M
HTLF
Heartland Financial Usa Inc

Financial Services
13K
+ 50.07%
$54.47 - $69.06 $709K - $899K
39K $2.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17.3K
+ 206.34%
$55.45 - $61.08 $957K - $1.05M
25.6K $1.42M
NOW
Service Now, Inc.

Technology
709
+ 78.08%
$867.18 - $1148.42 $615K - $814K
1.62K $1.71M
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.8K
+ 116.88%
$37.12 - $41.23 $994K - $1.1M
49.7K $1.84M
CB
Chubb LTD

Financial Services
3.3K
+ 215.06%
$271.57 - $301.89 $896K - $996K
4.83K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
1.94K
+ 17.13%
$246.06 - $292.59 $476K - $566K
13.2K $3.69M
MA
Mastercard Inc

Financial Services
1.04K
+ 10.21%
$491.3 - $536.15 $508K - $555K
11.2K $5.88M
IXUS
Ishares Tr

ETFs
19.4K
+ 30.99%
$65.95 - $72.56 $1.28M - $1.41M
82K $5.42M
IVV
Ishares Core S&P 500 ETF

ETFs
887
+ 3.26%
$570.51 - $610.59 $506K - $542K
28.1K $16.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.7K
+ 24.06%
$32.65 - $33.68 $936K - $966K
148K $4.84M
XOM
Exxon Mobil Corp

Energy
17.3K
+ 16.01%
$105.51 - $125.37 $1.83M - $2.17M
126K $13.5M
PANW
Palo Alto Networks Inc

Technology
7.38K
+ 214.26%
$181.96 - $405.9 $1.34M - $3M
10.8K $1.97M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
18.7K
New
$39.86 - $46.0 $745K - $859K
18.7K $784K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.1K
New
$45.38 - $46.88 $777K - $803K
17.1K $781K
SUB
Ishares Short Term National Mu

ETFs
7.58K
+ 15.98%
$104.94 - $106.2 $795K - $805K
55K $5.8M
UPS
United Parcel Service Inc

Industrials
6.68K
+ 73.55%
$122.65 - $138.35 $819K - $924K
15.8K $1.99M
TYL
Tyler Technologies Inc

Technology
1.29K
New
$576.64 - $635.69 $745K - $821K
1.29K $745K
EFG
Msci Eafe Growth ETF

ETFs
8.01K
+ 218.31%
$96.83 - $106.88 $776K - $857K
11.7K $1.13M
Activity Summary
Buys All Purchases 499 New Holdings 141 Increased Positions 358 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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