Buckingham Strategic Partners Purchases in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
3.11K
+ 62.68%
$89.14 - $117.41 $277K - $365K
8.06K $903K
USRT
Ishares Core U.S. Reit ETF

ETFs
7.68K
+ 110.34%
$55.14 - $60.29 $423K - $463K
14.6K $843K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.67K
New
$161.13 - $209.29 $430K - $558K
2.67K $441K
EQT
Eqt Corp

Energy
6.95K
+ 74.39%
$46.16 - $54.25 $321K - $377K
16.3K $870K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.86K
New
$88.0 - $115.5 $339K - $445K
3.86K $439K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
10.4K
New
$41.74 - $43.57 $434K - $453K
10.4K $438K
NVO
Novo Nordisk A S

Healthcare
6.29K
New
$69.3 - $90.95 $436K - $572K
6.29K $437K
MKC
Mccormick & CO Inc

Consumer Defensive
4.24K
+ 29.15%
$71.24 - $84.73 $302K - $359K
18.8K $1.55M
UHS
Universal Health Services Inc

Healthcare
2.32K
New
$163.99 - $193.27 $381K - $449K
2.32K $436K
NDAQ
Nasdaq, Inc.

Financial Services
5.73K
New
$72.17 - $83.76 $413K - $480K
5.73K $434K
AFG
American Financial Group Inc

Financial Services
3.31K
New
$119.82 - $138.45 $397K - $458K
3.31K $434K
MAT
Mattel Inc

Consumer Cyclical
22.3K
New
$17.73 - $21.94 $396K - $490K
22.3K $433K
CRBG
Corebridge Financial, Inc.

Financial Services
13.7K
New
$29.61 - $34.68 $407K - $476K
13.7K $433K
MAN
Manpower Group Inc.

Industrials
7.48K
New
$53.77 - $62.66 $402K - $468K
7.48K $432K
PEP
Pepsico Inc

Consumer Defensive
4.02K
+ 4.93%
$142.64 - $156.42 $573K - $629K
85.6K $12.8M
SO
Southern CO

Utilities
1.45K
+ 4.73%
$80.96 - $92.96 $117K - $134K
32K $2.94M
VLO
Valero Energy Corp

Energy
2.67K
+ 33.84%
$121.76 - $142.99 $325K - $381K
10.6K $1.39M
PSX
Phillips 66

Energy
2.71K
+ 28.7%
$113.93 - $131.55 $309K - $357K
12.2K $1.5M
EXR
Extra Space Storage Inc.

Real Estate
2.86K
New
$143.8 - $161.28 $412K - $462K
2.86K $424K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.59K
+ 3.19%
$56.51 - $62.98 $147K - $163K
83.9K $5.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
71.1K
+ 9.9%
$58.81 - $68.2 $4.18M - $4.85M
790K $47.2M
SCHW
Schwab Charles Corp

Financial Services
5.04K
+ 106.42%
$71.24 - $83.64 $359K - $421K
9.77K $765K
ORI
Old Republic International Corp

Financial Services
8.69K
+ 35.56%
$33.46 - $39.22 $291K - $341K
33.1K $1.3M
MRVL
Marvell Technology, Inc.

Technology
10.9K
+ 204.14%
$61.57 - $126.06 $668K - $1.37M
16.2K $995K
CBRE
Cbre Group, Inc.

Real Estate
3.09K
New
$121.79 - $147.13 $376K - $455K
3.09K $404K
AR
Antero Resources Corp

Energy
9.95K
New
$33.64 - $41.42 $335K - $412K
9.95K $402K
WCC
Wesco International Inc

Industrials
2.59K
New
$155.3 - $199.95 $402K - $517K
2.59K $401K
GL
Globe Life Inc.

Financial Services
3.05K
New
$111.2 - $131.72 $339K - $401K
3.05K $401K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.42K
New
$283.06 - $421.16 $401K - $596K
1.42K $400K
VV
Vanguard Large Cap ETF

ETFs
1.78K
+ 37.82%
$253.32 - $282.66 $451K - $504K
6.49K $1.67M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.1K
New
$24.05 - $24.86 $387K - $400K
16.1K $399K
AVES
American Centy ETF Tr Avantis

ETFs
6.51K
+ 6.99%
$44.71 - $48.65 $291K - $317K
99.6K $4.7M
ED
Consolidated Edison Inc

Utilities
252
+ 1.46%
$88.0 - $110.59 $22.2K - $27.9K
17.5K $1.93M
SUI
Sun Communities Inc

Real Estate
2.54K
+ 22.17%
$120.53 - $136.43 $306K - $347K
14K $1.8M
VIG
Vanguard Dividend Appreciation

ETFs
2.12K
+ 3.05%
N/A
71.7K $13.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.6K
New
$74.75 - $89.13 $344K - $410K
4.6K $384K
QDEL
Quidel Ortho Corp

Healthcare
10.9K
New
$34.78 - $47.61 $378K - $518K
10.9K $380K
EXC
Exelon Corp

Utilities
6.21K
+ 55.77%
$37.3 - $46.08 $232K - $286K
17.3K $799K
OHI
Omega Healthcare Investors Inc

Real Estate
9.96K
New
$35.7 - $38.33 $355K - $382K
9.96K $379K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.58K
+ 11.19%
$33.57 - $37.22 $255K - $282K
75.3K $2.7M
FIVE
Five Below, Inc

Consumer Cyclical
5.02K
New
$72.25 - $103.2 $363K - $518K
5.02K $376K
XRAY
Dentsply Sirona Inc.

Healthcare
25.1K
New
$14.93 - $20.31 $375K - $510K
25.1K $374K
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.11K
+ 16.96%
$38.22 - $41.19 $310K - $334K
55.9K $2.26M
CFG
Citizens Financial Group Inc

Financial Services
9.44K
+ 160.03%
$39.73 - $48.36 $375K - $457K
15.3K $628K
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 4.14%
$158.56 - $176.26 $246K - $274K
39.1K $6.65M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.55K
+ 73.71%
$106.31 - $123.73 $271K - $315K
6.01K $743K
NWSA
News Corp

Communication Services
13.4K
New
$26.29 - $30.49 $353K - $409K
13.4K $365K
PFE
Pfizer Inc

Healthcare
20.2K
+ 16.27%
$25.01 - $27.13 $506K - $549K
145K $3.66M
SAP
Sap Se

Technology
1.36K
New
$241.4 - $293.69 $329K - $400K
1.36K $365K
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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