Buckingham Strategic Partners Purchases in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.81K
New
$35.45 - $40.33 $206K - $234K
5.81K $208K
AMGN
Amgen Inc

Healthcare
2.26K
+ 36.32%
$258.78 - $328.31 $586K - $743K
8.5K $2.21M
KMX
Carmax Inc

Consumer Cyclical
2.53K
New
$71.11 - $87.2 $180K - $221K
2.53K $206K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.31K
New
N/A
3.31K $206K
PNR
Pentair PLC

Industrials
2.05K
New
$95.0 - $109.21 $194K - $223K
2.05K $205K
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
+ 8.11%
$118.38 - $133.06 $225K - $253K
25.3K $3.05M
FCX
Freeport Mcmoran Inc

Basic Materials
5.39K
New
$38.08 - $50.82 $205K - $274K
5.39K $205K
IYR
Ishares Tr

ETFs
2.21K
New
$90.74 - $102.87 $201K - $228K
2.21K $205K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
862
New
$232.27 - $300.43 $200K - $259K
862 $202K
AJG
Arthur J. Gallagher & Co.

Financial Services
715
New
$278.49 - $315.16 $199K - $225K
715 $202K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
8.42K
+ 46.46%
$24.66 - $27.63 $208K - $233K
26.5K $671K
TMUS
T Mobile Us, Inc.

Communication Services
756
+ 35.21%
$206.1 - $246.94 $156K - $187K
2.9K $640K
AMT
American Tower Corp

Real Estate
1.41K
+ 107.74%
$179.4 - $232.01 $252K - $326K
2.71K $497K
MDT
Medtronic PLC

Healthcare
3.51K
+ 40.91%
$79.61 - $92.24 $280K - $324K
12.1K $966K
DAL
Delta Air Lines, Inc.

Industrials
1.98K
+ 28.01%
$47.46 - $65.77 $94K - $130K
9.05K $547K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.06K
+ 33.73%
$87.25 - $95.52 $180K - $197K
8.18K $723K
VGT
Vanguard Information Technolog

ETFs
41
+ 0.92%
$571.78 - $647.97 $23.4K - $26.6K
4.48K $2.78M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.14K
+ 19.64%
$209.89 - $233.24 $240K - $266K
6.96K $1.48M
SOFI
So Fi Technologies, Inc.

Financial Services
2.91K
+ 16.5%
$7.63 - $16.88 $22.2K - $49.2K
20.6K $316K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
28.9K
+ 11.39%
$26.65 - $29.34 $769K - $847K
282K $7.65M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.99K
+ 36.31%
$88.59 - $94.57 $176K - $188K
7.46K $662K
CME
Cme Group Inc.

Financial Services
633
+ 60.98%
$221.17 - $246.02 $140K - $156K
1.67K $388K
PATH
Ui Path, Inc.

Technology
12.4K
New
$11.95 - $15.5 $148K - $192K
12.4K $157K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
6.96K
+ 19.91%
$37.33 - $40.39 $260K - $281K
41.9K $1.57M
NU
Nu Holdings Ltd.

Financial Services
15.1K
New
$10.24 - $15.89 $155K - $241K
15.1K $156K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 6.75%
$183.23 - $199.79 $227K - $248K
19.6K $3.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.4K
+ 252.98%
$22.4 - $68.28 $570K - $1.74M
35.5K $823K
LNG
Cheniere Energy, Inc.

Energy
296
+ 13.65%
$181.07 - $225.92 $53.6K - $66.9K
2.46K $529K
SHOP
Shopify Inc.

Technology
4
+ 0.08%
$78.14 - $119.49 $313 - $478
5.14K $546K
AGNC
Agnc Investment Corp.

Real Estate
14.4K
New
$9.21 - $10.59 $132K - $152K
14.4K $132K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
996
+ 19.97%
$121.89 - $135.52 $121K - $135K
5.98K $747K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.71K
+ 53.35%
$77.23 - $82.11 $132K - $141K
4.92K $382K
WEC
Wec Energy Group, Inc.

Utilities
1.43K
+ 44.0%
$92.94 - $101.82 $133K - $146K
4.68K $440K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.5K
+ 38.05%
$50.62 - $50.97 $126K - $127K
9.05K $459K
AAL
American Airlines Group Inc.

Industrials
11.4K
New
N/A
11.4K $126K
PII
Polaris Inc.

Consumer Cyclical
3.39K
+ 125.39%
$56.74 - $83.06 $192K - $281K
6.09K $350K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.21K
+ 15.25%
$75.1 - $82.99 $391K - $432K
39.4K $2.98M
MRK
Merck & Co., Inc.

Healthcare
6.61K
+ 17.28%
$96.31 - $114.76 $637K - $759K
44.9K $4.47M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
652
+ 19.19%
$159.11 - $178.39 $104K - $116K
4.05K $665K
AME
Ametek Inc

Industrials
249
+ 2.92%
$165.89 - $197.38 $41.3K - $49.1K
8.77K $1.58M
ED
Consolidated Edison Inc

Utilities
3.58K
+ 26.24%
$88.87 - $107.38 $318K - $384K
17.2K $1.54M
DECK
Deckers Outdoor Corp

Consumer Cyclical
198
+ 11.52%
$152.04 - $211.12 $30.1K - $41.8K
1.92K $389K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.4K
+ 54.07%
$34.42 - $35.88 $117K - $122K
9.7K $336K
MNKD
Mannkind Corp

Healthcare
17.3K
New
$5.93 - $7.44 $103K - $129K
17.3K $111K
TJX
Tjx Companies Inc

Consumer Cyclical
398
+ 2.08%
$112.15 - $127.2 $44.6K - $50.6K
19.5K $2.36M
DC
Dakota Gold Corp.

Basic Materials
50K
New
$2.08 - $2.51 $104K - $125K
50K $109K
HMOP
Hartford Fds Exchange Traded T

ETFs
2.85K
+ 44.27%
$38.56 - $39.45 $110K - $113K
9.3K $359K
RSG
Republic Services, Inc.

Industrials
518
+ 49.15%
$198.0 - $218.75 $103K - $113K
1.57K $316K
NBHC
National Bank Holdings Corp

Financial Services
15
+ 0.01%
$40.09 - $51.24 $601 - $769
107K $4.6M
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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