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
BNDX
Vanguard Total International B

ETFs
40.3K
+ 127.87%
$48.33 - $49.5 $1.95M - $1.99M
71.7K $3.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
58.2K
+ 325.95%
$33.98 - $39.84 $1.98M - $2.32M
76K $2.6M
JNJ
Johnson & Johnson

Healthcare
7.31K
+ 22.01%
$142.06 - $167.7 $1.04M - $1.23M
40.5K $6.72M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 100.0%
$663000.0 - $801950.0 $1.33M - $1.6M
4 $3.19M
AVEM
American Centy ETF Tr Avantis

ETFs
21.9K
+ 6.0%
$57.11 - $62.4 $1.25M - $1.36M
387K $23.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
38.6K
+ 188.54%
$44.68 - $46.49 $1.72M - $1.79M
59K $2.73M
CVX
Chevron Corp

Energy
3.42K
+ 6.37%
$146.71 - $167.97 $501K - $574K
57K $9.54M
COP
Conocophillips

Energy
14.8K
+ 41.64%
$88.6 - $105.85 $1.31M - $1.57M
50.3K $5.28M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.6K
+ 41.2%
$77.7 - $78.94 $1.68M - $1.71M
74K $5.84M
XOM
Exxon Mobil Corp

Energy
1.69K
+ 1.34%
$105.44 - $118.93 $178K - $201K
127K $15.1M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
19.9K
+ 344.11%
$69.81 - $78.9 $1.39M - $1.57M
25.7K $2M
GE
General Electric CO

Industrials
5.28K
+ 33.81%
$168.59 - $212.13 $890K - $1.12M
20.9K $4.18M
PM
Philip Morris International Inc.

Consumer Defensive
3.65K
+ 14.39%
$117.15 - $158.79 $427K - $579K
29K $4.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.37K
+ 15.34%
$507.05 - $563.67 $2.22M - $2.46M
32.9K $16.9M
AVIV
American Centy ETF Tr Avantis
13.5K
+ 8.39%
$51.51 - $58.54 $695K - $790K
174K $9.89M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
20.6K
+ 7.3%
$26.71 - $31.58 $551K - $651K
303K $9.18M
UNH
Unitedhealth Group Inc

Healthcare
2.52K
+ 23.22%
$461.52 - $548.18 $1.16M - $1.38M
13.3K $6.99M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.15K
+ 102.07%
$168.16 - $186.21 $1.54M - $1.7M
18.1K $3.1M
VNQ
Vanguard Specialized Funds Van

ETFs
13.8K
+ 8.56%
$85.55 - $94.34 $1.18M - $1.3M
175K $15.8M
RTX
Raytheon Technologies Corp

Industrials
8.91K
+ 50.74%
$114.1 - $135.66 $1.02M - $1.21M
26.5K $3.51M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
+ 10.76%
$33.84 - $37.77 $820K - $915K
249K $9.08M
AMD
Advanced Micro Devices Inc

Technology
15.7K
+ 125.28%
$96.63 - $129.55 $1.52M - $2.03M
28.2K $2.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.3K
+ 44.92%
$126.11 - $135.06 $1.3M - $1.39M
33.2K $4.28M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.3K
+ 61.53%
$47.59 - $48.35 $1.3M - $1.32M
71.7K $3.47M
VRSN
Verisign Inc

Technology
4.93K
+ 370.42%
$205.1 - $254.74 $1.01M - $1.26M
6.27K $1.59M
COST
Costco Wholesale Corp

Consumer Defensive
1.08K
+ 11.05%
$890.62 - $1076.86 $960K - $1.16M
10.8K $10.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
+ 89.13%
$53.6 - $58.97 $1.3M - $1.43M
51.6K $2.83M
EEM
Ishares Msci Emerging Markets

ETFs
24.9K
+ 28.26%
$40.81 - $45.34 $1.02M - $1.13M
113K $4.94M
AVRE
American Centy ETF Tr Avantis
28.3K
+ 97.89%
$40.62 - $44.31 $1.15M - $1.25M
57.1K $2.46M
NOC
Northrop Grumman Corp

Industrials
2.09K
+ 52.76%
$433.45 - $513.82 $908K - $1.08M
6.06K $3.1M
FTNT
Fortinet, Inc.

Technology
12.5K
+ 68.97%
$92.49 - $114.57 $1.16M - $1.43M
30.7K $2.95M
PANW
Palo Alto Networks Inc

Technology
7.88K
+ 72.81%
$167.82 - $208.28 $1.32M - $1.64M
18.7K $3.19M
VGSH
Vanguard

ETFs
18.2K
+ 6.13%
$58.07 - $58.69 $1.06M - $1.07M
315K $18.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.5K
+ 8.25%
$100.34 - $100.68 $1.16M - $1.16M
151K $15.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.26K
+ 27.13%
$169.43 - $182.84 $1.23M - $1.33M
34K $5.9M
RBLX
Roblox Corp

Communication Services
20.1K
+ 419.35%
$53.77 - $75.47 $1.08M - $1.52M
24.9K $1.45M
SNOW
Snowflake Inc.

Technology
8.1K
+ 373.8%
$146.16 - $192.78 $1.18M - $1.56M
10.3K $1.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
51.5K
+ 223.76%
$23.16 - $27.04 $1.19M - $1.39M
74.4K $1.74M
ECL
Ecolab Inc.

Basic Materials
4.26K
+ 124.36%
$229.72 - $269.82 $978K - $1.15M
7.68K $1.95M
GM
General Motors CO

Consumer Cyclical
25.5K
+ 279.41%
$45.22 - $54.92 $1.15M - $1.4M
34.6K $1.63M
CNC
Centene Corp

Healthcare
18.1K
+ 404.2%
$55.93 - $65.89 $1.01M - $1.19M
22.6K $1.37M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
21.7K
+ 28.75%
$46.18 - $47.84 $1M - $1.04M
97.2K $4.62M
BX
Blackstone Inc.

Financial Services
8.22K
+ 357.77%
$136.53 - $186.74 $1.12M - $1.53M
10.5K $1.47M
ABNB
Airbnb, Inc.

Consumer Cyclical
8.92K
+ 547.91%
$119.38 - $161.42 $1.06M - $1.44M
10.5K $1.26M
CSCO
Cisco Systems, Inc.

Technology
13.8K
+ 20.08%
$58.74 - $64.87 $813K - $897K
82.7K $5.11M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
19.7K
+ 185.76%
$47.08 - $50.67 $927K - $998K
30.3K $1.52M
WPM
Wheaton Precious Metals Corp.

Basic Materials
9.35K
+ 74.6%
$55.75 - $77.63 $521K - $726K
21.9K $1.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.88K
+ 17.21%
$95.85 - $99.25 $851K - $881K
60.4K $5.98M
DFIS
Dimensional ETF Tr Dimensional

ETFs
32.6K
+ 30.04%
$23.92 - $26.89 $781K - $878K
141K $3.65M
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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