Buckingham Strategic Partners Purchases in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTLF
Heartland Financial Usa Inc

Financial Services
2.24K
+ 9.41%
$43.37 - $58.97 $97K - $132K
26K $1.47M
MSFT
Microsoft Corp

Technology
4.41K
+ 4.96%
$395.15 - $467.56 $1.74M - $2.06M
93.2K $40.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.12K
New
$48.4 - $50.91 $393K - $413K
8.12K $410K
ACN
Accenture PLC

Technology
212
+ 3.17%
$295.44 - $355.81 $62.6K - $75.4K
6.91K $2.44M
CEG
Constellation Energy Corp

Utilities
127
+ 2.02%
$167.08 - $262.86 $21.2K - $33.4K
6.4K $1.66M
ADP
Automatic Data Processing Inc

Industrials
642
+ 10.67%
$233.44 - $279.45 $150K - $179K
6.66K $1.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.49K
New
$44.83 - $47.42 $381K - $403K
8.49K $400K
PFE
Pfizer Inc

Healthcare
10.7K
+ 11.58%
$27.7 - $31.39 $296K - $335K
103K $2.98M
RMD
Resmed Inc

Healthcare
1.63K
New
$186.94 - $252.92 $304K - $411K
1.63K $396K
DVY
Ishares Tr

ETFs
1.21K
+ 7.44%
$119.99 - $135.74 $145K - $165K
17.5K $2.36M
REZ
Ishares Tr Residential And Mul

ETFs
679
+ 2.51%
$76.42 - $91.19 $51.9K - $61.9K
27.8K $2.47M
IEF
Ishares Barclays

ETFs
3.5K
+ 46.34%
$92.67 - $99.14 $325K - $347K
11.1K $1.09M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.25K
+ 30.93%
$35.7 - $41.13 $295K - $339K
34.9K $1.41M
ET
Energy Transfer LP

Energy
23.2K
+ 190.84%
$15.43 - $16.44 $359K - $382K
35.4K $568K
HYMU
Blackrock ETF Tr Ii High Yield
15.2K
+ 67.77%
$22.51 - $23.25 $341K - $353K
37.5K $870K
AEP
American Electric Power CO Inc

Utilities
1.59K
+ 12.12%
$87.11 - $104.95 $138K - $167K
14.7K $1.51M
SHV
Ishares Tr

ETFs
3.21K
New
$110.05 - $110.63 $353K - $355K
3.21K $355K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.14K
+ 5.16%
$95.81 - $109.03 $110K - $125K
23.3K $2.51M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
14K
New
$25.04 - $25.21 $351K - $354K
14K $353K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
14.1K
New
$24.07 - $24.62 $339K - $347K
14.1K $346K
CDNS
Cadence Design Systems Inc

Technology
1.58K
+ 69.81%
$246.84 - $321.11 $389K - $506K
3.84K $1.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.66K
+ 2.68%
$48.51 - $52.86 $80.6K - $87.9K
63.8K $3.37M
SWK
Stanley Black & Decker, Inc.

Industrials
1.82K
+ 38.88%
$77.75 - $110.17 $142K - $201K
6.5K $716K
IWD
Ishares Russell 1000 Val ETF

ETFs
345
+ 1.91%
$173.36 - $189.8 $59.8K - $65.5K
18.4K $3.49M
ENFR
Alerian Energy Infrastructure

ETFs
12.1K
New
$26.22 - $28.65 $316K - $346K
12.1K $340K
BX
Blackstone Inc.

Financial Services
514
+ 5.77%
$120.77 - $159.66 $62.1K - $82.1K
9.43K $1.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.56K
New
$50.52 - $50.95 $331K - $334K
6.56K $333K
GE
General Electric CO

Industrials
178
+ 1.77%
$156.66 - $189.66 $27.9K - $33.8K
10.2K $1.93M
XEL
Xcel Energy Inc

Utilities
5.07K
New
$52.11 - $65.3 $264K - $331K
5.07K $331K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.19K
+ 115.87%
$89.91 - $101.33 $287K - $323K
5.95K $583K
PPG
Ppg Industries Inc

Basic Materials
2.48K
New
$118.32 - $134.55 $293K - $334K
2.48K $328K
HEI
Heico Corp

Industrials
14
+ 0.16%
$220.59 - $267.96 $3.09K - $3.75K
8.59K $2.25M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.66K
+ 29.6%
$53.17 - $58.71 $248K - $273K
20.4K $1.18M
CPT
Camden Property Trust

Real Estate
2.64K
New
$107.5 - $126.88 $283K - $334K
2.64K $325K
PLTR
Palantir Technologies Inc.

Technology
2.19K
+ 10.74%
$24.09 - $37.95 $52.7K - $83K
22.5K $838K
VPU
Vanguard Utilities ETF

ETFs
1.83K
New
$146.64 - $174.54 $269K - $320K
1.83K $318K
ITA
Ishares Tr

ETFs
2.13K
New
$131.58 - $149.64 $280K - $318K
2.13K $318K
WEC
Wec Energy Group, Inc.

Utilities
3.25K
New
$77.68 - $96.19 $252K - $313K
3.25K $312K
AVRE
American Centy ETF Tr Avantis
5.14K
+ 48.52%
$40.95 - $48.28 $211K - $248K
15.7K $741K
WELL
Welltower Inc.

Real Estate
1.67K
+ 43.13%
$104.0 - $129.74 $173K - $216K
5.53K $707K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.6K
+ 57.02%
$19.78 - $23.53 $209K - $249K
29.1K $674K
AMT
American Tower Corp

Real Estate
1.31K
New
$192.27 - $242.73 $251K - $317K
1.31K $303K
ENB
Enbridge Inc

Energy
6.1K
+ 56.39%
$35.27 - $41.18 $215K - $251K
16.9K $687K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.8K
+ 20.08%
$22.38 - $23.66 $242K - $256K
64.6K $1.52M
K
Kellogg CO

Consumer Defensive
3.73K
New
$56.19 - $80.81 $210K - $302K
3.73K $301K
PEP
Pepsico Inc

Consumer Defensive
823
+ 2.61%
$161.9 - $179.3 $133K - $148K
32.3K $5.5M
AXP
American Express CO

Financial Services
179
+ 2.81%
$225.92 - $271.17 $40.4K - $48.5K
6.55K $1.78M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.54K
+ 50.53%
$57.22 - $80.08 $145K - $203K
7.56K $590K
CLX
Clorox CO

Consumer Defensive
1.06K
+ 22.6%
$131.73 - $166.97 $140K - $177K
5.77K $939K
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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