Buckingham Strategic Partners Purchases in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
2.28K
+ 51.86%
$97.14 - $115.57 $222K - $264K
6.68K $744K
ALLE
Allegion PLC

Industrials
2.4K
New
$123.79 - $135.5 $297K - $325K
2.4K $313K
KMX
Carmax Inc

Consumer Cyclical
4.14K
+ 163.68%
$69.25 - $89.19 $287K - $369K
6.67K $519K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24K
+ 13.8%
$21.23 - $23.75 $509K - $570K
198K $4.26M
DVN
Devon Energy Corp

Energy
8.36K
New
$33.15 - $38.55 $277K - $322K
8.36K $312K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.41K
+ 4.81%
$61.2 - $68.24 $148K - $165K
52.5K $3.47M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.23K
+ 12.19%
$56.63 - $59.39 $296K - $311K
48.1K $2.77M
KLAC
Kla Corp

Technology
458
New
$636.62 - $777.63 $292K - $356K
458 $311K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.73K
+ 26.37%
$91.76 - $103.26 $342K - $385K
17.9K $1.65M
RDVY
First Trust Rising Dividend Ac

ETFs
5.34K
+ 92.17%
$57.22 - $63.39 $306K - $339K
11.1K $652K
ARCC
Ares Capital Corp

Financial Services
13.9K
New
$21.28 - $23.81 $296K - $331K
13.9K $308K
JBL
Jabil Inc

Technology
2.27K
New
$130.51 - $173.33 $296K - $393K
2.27K $308K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
12.6K
+ 143.28%
$28.45 - $41.08 $358K - $517K
21.4K $647K
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.28K
+ 34.29%
$111.51 - $128.61 $366K - $422K
12.9K $1.47M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.31K
New
$92.71 - $107.38 $306K - $355K
3.31K $306K
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.36K
+ 28.36%
$40.27 - $42.11 $256K - $268K
28.8K $1.21M
TRMB
Trimble Inc.

Technology
4.59K
New
$65.52 - $77.49 $301K - $356K
4.59K $301K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.2K
+ 51.08%
$30.73 - $32.26 $315K - $330K
30.3K $930K
WPC
W. P. Carey Inc.

Real Estate
3.92K
+ 63.64%
$53.5 - $65.05 $210K - $255K
10.1K $635K
EVRG
Evergy, Inc.

Utilities
3.87K
+ 86.36%
$59.9 - $69.52 $232K - $269K
8.35K $575K
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.64K
New
$28.11 - $32.0 $271K - $308K
9.64K $296K
KD
Kyndryl Holdings, Inc.

Technology
9.4K
New
$31.32 - $43.45 $295K - $409K
9.4K $295K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.98K
+ 30.03%
$42.38 - $43.28 $296K - $302K
30.2K $1.29M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.53K
New
$46.83 - $56.05 $259K - $310K
5.53K $294K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.7K
+ 88.69%
$175.5 - $209.86 $299K - $357K
3.62K $656K
ATMP
Barclays Bank PLC

ETFs
9.55K
New
$28.79 - $31.68 $275K - $303K
9.55K $292K
GBDC
Golub Capital Bdc, Inc.

Financial Services
19.3K
New
$14.46 - $15.96 $279K - $308K
19.3K $292K
STLD
Steel Dynamics Inc

Basic Materials
2.97K
New
N/A
2.97K $291K
MNST
Monster Beverage Corp

Consumer Defensive
4.98K
New
$46.16 - $58.58 $230K - $291K
4.98K $291K
OMC
Omnicom Group Inc.

Communication Services
3.5K
New
$79.43 - $88.34 $278K - $309K
3.5K $290K
STE
Steris PLC

Healthcare
1.28K
New
$202.46 - $232.74 $259K - $297K
1.28K $289K
UL
Unilever PLC

Consumer Defensive
4.49K
+ 60.04%
$54.72 - $60.29 $246K - $271K
12K $712K
MCK
Mckesson Corp

Healthcare
294
+ 33.87%
$566.21 - $672.99 $166K - $198K
1.16K $782K
XLE
Energy Sector Spdr

ETFs
2.46K
+ 34.32%
$85.7 - $93.96 $211K - $231K
9.63K $899K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
7.22K
New
$37.37 - $42.55 $270K - $307K
7.22K $285K
ZION
Zions Bancorporation, National Association

Financial Services
6.18K
+ 114.38%
$47.0 - $59.03 $290K - $365K
11.6K $577K
HYG
Ishares Tr

ETFs
3.61K
New
$78.51 - $80.11 $283K - $289K
3.61K $284K
ADI
Analog Devices Inc

Technology
1.48K
+ 113.87%
$201.56 - $243.82 $298K - $360K
2.78K $559K
EVR
Evercore Inc.

Financial Services
1.42K
New
$190.28 - $291.27 $270K - $413K
1.42K $283K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.25K
+ 50.34%
$80.53 - $147.57 $101K - $184K
3.73K $492K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2.48K
New
$111.29 - $123.42 $276K - $306K
2.48K $282K
AVSD
American Centy ETF Tr Avantis

ETFs
4.69K
New
$54.89 - $62.11 $258K - $291K
4.69K $281K
SCI
Service Corp International

Consumer Cyclical
3.5K
New
$75.99 - $84.16 $266K - $295K
3.5K $280K
TMUS
T Mobile Us, Inc.

Communication Services
532
+ 18.33%
$211.3 - $272.83 $112K - $145K
3.44K $916K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.54K
New
$28.27 - $29.28 $270K - $279K
9.54K $276K
ZI
Zoom Info Technologies Inc.

Technology
27.6K
New
$9.43 - $12.01 $261K - $332K
27.6K $276K
PLD
Prologis, Inc.

Real Estate
2.22K
+ 56.73%
$103.59 - $124.04 $230K - $276K
6.14K $686K
NXPI
Nxp Semiconductors N.V.

Technology
1.43K
New
$189.99 - $245.86 $272K - $352K
1.43K $271K
ROP
Roper Technologies Inc

Industrials
460
New
$502.71 - $593.81 $231K - $273K
460 $271K
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
Track This Portfolio

Track Buckingham Strategic Partners Portfolio

Follow Buckingham Strategic Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email