Buckingham Strategic Partners Purchases in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
49.2K
New
$8.57 - $9.34 $421K - $459K
49.2K $429K
AA
Alcoa Corp

Basic Materials
11.3K
New
$36.62 - $47.42 $413K - $535K
11.3K $426K
MKC
Mccormick & CO Inc

Consumer Defensive
5.95K
+ 69.1%
$73.97 - $84.09 $440K - $500K
14.5K $1.11M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
17.3K
New
$23.02 - $23.23 $399K - $403K
17.3K $400K
ASML
Asml Holding Nv

Technology
659
+ 156.9%
$658.43 - $872.27 $434K - $575K
1.08K $747K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.37K
+ 9.92%
$61.68 - $67.87 $393K - $432K
70.5K $4.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.5K
New
$107.41 - $115.71 $376K - $405K
3.5K $386K
HUM
Humana Inc

Healthcare
1.52K
New
$233.89 - $304.18 $356K - $463K
1.52K $386K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.63K
New
$216.72 - $244.71 $353K - $399K
1.63K $383K
XYL
Xylem Inc.

Industrials
3.29K
New
$116.02 - $137.45 $381K - $452K
3.29K $381K
JEF
Jefferies Financial Group Inc.

Financial Services
4.81K
New
$61.95 - $81.75 $298K - $393K
4.81K $376K
EPD
Enterprise Products Partners L.P.

Energy
9.1K
+ 23.07%
$28.66 - $34.43 $261K - $313K
48.6K $1.52M
TGT
Target Corp

Consumer Defensive
3.55K
+ 69.16%
$121.59 - $160.69 $431K - $570K
8.68K $1.17M
APO
Apollo Global Management, Inc.

Financial Services
2.25K
New
$131.36 - $178.61 $295K - $402K
2.25K $371K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
7.51K
New
$48.16 - $51.58 $362K - $387K
7.51K $371K
IBN
Icici Bank LTD

Financial Services
12.3K
New
$28.69 - $31.9 $353K - $392K
12.3K $367K
XLY
Select Sector Spdr Consumer Di

ETFs
1.63K
New
$194.8 - $239.43 $318K - $391K
1.63K $366K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.5K
New
$238.25 - $261.28 $358K - $393K
1.5K $364K
MDU
Mdu Resources Group Inc

Industrials
24.1K
+ 308.38%
$15.1 - $30.28 $364K - $731K
32K $575K
SCHW
Schwab Charles Corp

Financial Services
4.74K
New
$63.31 - $82.85 $300K - $392K
4.74K $350K
CFFN
Capitol Federal Financial, Inc.

Financial Services
58.9K
New
$5.54 - $7.18 $327K - $423K
58.9K $348K
SO
Southern CO

Utilities
6.5K
+ 27.04%
$81.5 - $94.15 $530K - $612K
30.5K $2.51M
CMI
Cummins Inc

Industrials
867
+ 52.96%
$324.93 - $383.42 $282K - $332K
2.5K $872K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.93K
New
$138.3 - $192.95 $267K - $372K
1.93K $340K
SNOW
Snowflake Inc.

Technology
2.17K
New
$109.65 - $186.51 $238K - $404K
2.17K $334K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.06K
+ 68.56%
$173.13 - $258.09 $184K - $274K
2.61K $601K
INFY
Infosys LTD

Technology
14.9K
New
$20.71 - $23.42 $308K - $348K
14.9K $325K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.35K
+ 27.46%
$124.61 - $133.96 $292K - $314K
10.9K $1.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13K
New
$24.94 - $26.14 $324K - $340K
13K $324K
PFE
Pfizer Inc

Healthcare
21.5K
+ 20.93%
$24.8 - $30.19 $534K - $650K
124K $3.3M
VST
Vistra Corp.

Utilities
2.24K
New
$115.74 - $166.61 $259K - $373K
2.24K $308K
ENB
Enbridge Inc

Energy
6.43K
+ 37.97%
$40.4 - $43.92 $260K - $282K
23.4K $990K
EQX
Equinox Gold Corp.

Basic Materials
60K
New
$4.97 - $6.41 $298K - $385K
60K $301K
IWM
Ishares Russell 2000 ETF

ETFs
1.35K
+ 7.04%
$216.13 - $242.4 $291K - $326K
20.5K $4.52M
PH
Parker Hannifin Corp

Industrials
462
+ 37.96%
$621.74 - $709.46 $287K - $328K
1.68K $1.07M
CCL
Carnival Corp

Consumer Cyclical
7.87K
+ 51.63%
$17.34 - $26.8 $136K - $211K
23.1K $575K
SCHO
Schwab Short Term Us Treasury

ETFs
36K
+ 156.9%
$24.06 - $48.88 $866K - $1.76M
58.9K $1.42M
MLI
Mueller Industries Inc

Industrials
3.7K
New
$71.2 - $95.34 $263K - $353K
3.7K $293K
UAL
United Airlines Holdings, Inc.

Industrials
1.22K
+ 28.05%
$55.62 - $102.44 $67.7K - $125K
5.56K $539K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.48K
+ 15.07%
$104.01 - $115.38 $362K - $402K
26.6K $2.81M
XLC
Select Sector Spdr Tr Communic

ETFs
2.74K
+ 78.16%
$89.66 - $102.16 $245K - $280K
6.24K $604K
DGRO
Ishares Core Dividend Growth E

ETFs
4.84K
+ 74.75%
$60.73 - $64.94 $294K - $314K
11.3K $693K
C
Citigroup Inc

Financial Services
2.27K
+ 14.0%
$61.31 - $72.5 $139K - $165K
18.5K $1.3M
HOOD
Robinhood Markets, Inc.

Technology
7.69K
New
$22.33 - $43.2 $172K - $332K
7.69K $286K
RBLX
Roblox Corp

Communication Services
4.8K
New
$39.86 - $61.45 $191K - $295K
4.8K $277K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
12.6K
New
$16.43 - $22.77 $207K - $286K
12.6K $277K
VRSN
Verisign Inc

Technology
1.33K
New
$176.68 - $206.96 $235K - $276K
1.33K $275K
ZM
Zoom Video Communications, Inc.

Technology
3.37K
New
$67.21 - $89.03 $226K - $300K
3.37K $274K
HDB
Hdfc Bank LTD

Financial Services
4.22K
New
$59.45 - $68.01 $251K - $287K
4.22K $269K
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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