Buckingham Strategic Partners Incresed Positions in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
5.4K
+ 12.62%
$96.87 - $114.0 $523K - $616K
48.2K $4.76M
CRBU
Caribou Biosciences, Inc.

Healthcare
935
+ 7.71%
$0.88 - $1.88 $823 - $1.76K
13.1K $11K
NTAP
Net App, Inc.

Technology
603
+ 27.88%
$87.84 - $126.3 $53K - $76.2K
2.77K $242K
XYLD
Global X Fds S&P 500 Covered C

ETFs
513
+ 4.11%
$39.02 - $42.89 $20K - $22K
13K $513K
A
Agilent Technologies, Inc.

Healthcare
176
+ 9.68%
$116.69 - $152.6 $20.5K - $26.9K
1.99K $233K
IWY
Ishares Tr Russell 200 Growth

ETFs
123
+ 7.54%
$210.19 - $243.33 $25.9K - $29.9K
1.75K $369K
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.31%
$250.16 - $278.79 $1K - $1.12K
1.28K $323K
KKR
Kkr & Co. Inc.

Financial Services
2.39K
+ 25.61%
$108.17 - $167.07 $259K - $400K
11.7K $1.36M
DELL
Dell Technologies Inc.

Technology
287
+ 13.18%
$90.34 - $124.66 $25.9K - $35.8K
2.46K $224K
MDU
Mdu Resources Group Inc

Industrials
438
+ 1.37%
$16.45 - $18.61 $7.21K - $8.15K
32.4K $547K
WDAY
Workday, Inc.

Technology
15
+ 1.07%
$233.53 - $277.82 $3.5K - $4.17K
1.42K $331K
SOFI
So Fi Technologies, Inc.

Financial Services
3.67K
+ 17.84%
$11.18 - $18.03 $41K - $66.1K
24.2K $281K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
658
+ 9.19%
$47.25 - $67.02 $31.1K - $44.1K
7.82K $371K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
82
+ 1.29%
$96.93 - $109.51 $7.95K - $8.98K
6.43K $629K
GPN
Global Payments Inc

Industrials
204
+ 4.9%
$92.18 - $113.03 $18.8K - $23.1K
4.37K $427K
TGT
Target Corp

Consumer Defensive
2.18K
+ 25.12%
$103.65 - $142.5 $226K - $311K
10.9K $1.13M
RF
Regions Financial Corp

Financial Services
755
+ 2.32%
$20.84 - $24.77 $15.7K - $18.7K
33.3K $723K
SASR
Sandy Spring Bancorp Inc

Financial Services
35
+ 0.47%
$27.6 - $35.08 $966 - $1.23K
7.42K $207K
HPQ
Hp Inc

Technology
878
+ 5.72%
$27.69 - $34.72 $24.3K - $30.5K
16.2K $449K
IJK
Ishares S&P Midcap 400 Growth

ETFs
287
+ 2.59%
$81.62 - $96.63 $23.4K - $27.7K
11.4K $947K
CADE
Cadence Bank

Financial Services
622
+ 3.1%
$29.1 - $35.93 $18.1K - $22.3K
20.7K $627K
VOT
Vanguard Mid Cap Growth Index

ETFs
104
+ 1.03%
$237.72 - $276.98 $24.7K - $28.8K
10.2K $2.51M
PII
Polaris Inc.

Consumer Cyclical
671
+ 11.02%
$40.9 - $58.36 $27.4K - $39.2K
6.76K $276K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
123
+ 0.98%
$14.67 - $22.01 $1.8K - $2.71K
12.7K $195K
APP
App Lovin Corp

Technology
125
+ 6.06%
$238.08 - $510.13 $29.8K - $63.8K
2.19K $579K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.96K
+ 7.0%
$102.49 - $119.96 $201K - $235K
30K $3.13M
IWS
Ishares Russell Midcap Value E

ETFs
113
+ 0.28%
$122.59 - $135.24 $13.9K - $15.3K
39.8K $5.02M
COLB
Columbia Banking System, Inc.

Financial Services
908
+ 1.22%
$23.89 - $28.84 $21.7K - $26.2K
75.3K $1.88M
XLK
Technology Sector Spdr

ETFs
522
+ 4.64%
$206.38 - $242.18 $108K - $126K
11.8K $2.43M
ORCL
Oracle Corp

Technology
6.97K
+ 15.24%
$139.81 - $186.47 $975K - $1.3M
52.7K $7.37M
IJS
Ishares S&P Smallcap 600 Value

ETFs
26
+ 0.11%
$96.3 - $112.23 $2.5K - $2.92K
24K $2.34M
VBR
Vanguard Small Cap Value ETF

ETFs
7.07K
+ 5.3%
$183.02 - $207.75 $1.29M - $1.47M
141K $26.2M
IWN
Ishares Russell2000 Val ETF

ETFs
2.31K
+ 4.37%
$149.27 - $169.4 $344K - $391K
55.1K $8.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.99K
+ 6.49%
$247.97 - $296.33 $494K - $590K
32.7K $8.23M
USB
Us Bancorp \De\

Financial Services
4.56K
+ 4.5%
$40.92 - $50.9 $186K - $232K
106K $4.46M
VUG
Vanguard Growth ETF

ETFs
2.7K
+ 7.21%
$369.1 - $427.61 $995K - $1.15M
40.1K $14.9M
NBHC
National Bank Holdings Corp

Financial Services
288
+ 0.27%
$38.11 - $44.09 $11K - $12.7K
107K $4.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.56K
+ 5.88%
$360.07 - $417.26 $562K - $651K
28.1K $10.2M
CRM
Salesforce, Inc.

Technology
503
+ 4.5%
$268.36 - $359.95 $135K - $181K
11.7K $3.14M
ETN
Eaton Corp PLC

Industrials
1.92K
+ 8.37%
$271.83 - $371.23 $521K - $712K
24.8K $6.75M
GOOGL
Alphabet Inc.

Communication Services
5.31K
+ 8.31%
$154.33 - $206.19 $819K - $1.09M
69.2K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.39K
+ 15.16%
$222.15 - $428.22 $976K - $1.88M
33.4K $8.65M
AVGO
Broadcom Inc.

Technology
5.86K
+ 8.98%
$167.43 - $244.7 $981K - $1.43M
71.1K $11.9M
NVDA
Nvidia Corp

Technology
42.7K
+ 13.49%
$106.98 - $149.43 $4.57M - $6.39M
359K $39M
MSFT
Microsoft Corp

Technology
2.52K
+ 1.92%
$375.39 - $447.2 $947K - $1.13M
134K $50.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
95.1K
+ 1.97%
$50.44 - $58.1 $4.8M - $5.53M
4.92M $253M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
284K
+ 1.76%
$32.42 - $36.13 $9.2M - $10.3M
16.4M $540M
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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