Buckingham Strategic Partners Incresed Positions in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.77K
+ 4.99%
$58.03 - $65.37 $509K - $573K
185K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.88K
+ 4.73%
$77.02 - $85.06 $453K - $500K
130K $11M
HD
Home Depot, Inc.

Consumer Cyclical
1.35K
+ 11.76%
$333.64 - $405.2 $450K - $546K
12.8K $5.19M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
26.7K
+ 13.71%
$27.15 - $30.78 $726K - $823K
222K $6.75M
JPM
Jpmorgan Chase & CO

Financial Services
3.99K
+ 8.78%
$194.9 - $224.8 $777K - $896K
49.4K $10.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.24K
+ 42.14%
$801.83 - $917.05 $993K - $1.14M
4.18K $3.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.33K
+ 9.09%
$517.38 - $573.86 $689K - $764K
16K $9.17M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
21.4K
+ 35.84%
$46.5 - $49.42 $996K - $1.06M
81.1K $3.99M
IAU
Ishares Gold Trust

ETFs
22.6K
+ 316.47%
$44.06 - $50.5 $995K - $1.14M
29.7K $1.48M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.61K
+ 5.44%
$73.43 - $80.37 $412K - $451K
109K $8.74M
DE
Deere & CO

Industrials
2.14K
+ 47.28%
$344.84 - $418.0 $737K - $893K
6.65K $2.78M
JNJ
Johnson & Johnson

Healthcare
2.99K
+ 8.63%
$145.48 - $167.38 $434K - $500K
37.6K $6.09M
AEE
Ameren Corp

Utilities
9.55K
+ 86.75%
$70.45 - $87.46 $673K - $835K
20.6K $1.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.83K
+ 21.92%
$285.48 - $330.24 $808K - $935K
15.8K $5.07M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.1K
+ 125.41%
$50.85 - $53.88 $919K - $973K
32.5K $1.74M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.79K
+ 26.57%
$75.88 - $83.21 $743K - $815K
46.6K $3.88M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.56K
+ 312.14%
$98.99 - $101.51 $947K - $971K
12.6K $1.28M
NEE
Nextera Energy Inc

Utilities
5.8K
+ 16.98%
$69.9 - $84.97 $406K - $493K
40K $3.38M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.82K
+ 204.12%
$101.72 - $112.94 $796K - $883K
11.7K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
699
+ 5.24%
$245.82 - $304.51 $172K - $213K
14K $4.27M
CAT
Caterpillar Inc

Industrials
1.21K
+ 17.6%
$316.8 - $391.12 $383K - $473K
8.08K $3.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.8K
+ 38.94%
$53.41 - $57.9 $686K - $744K
45.8K $2.65M
USB
Us Bancorp \De\

Financial Services
9.38K
+ 13.77%
$39.04 - $47.23 $366K - $443K
77.5K $3.54M
SO
Southern CO

Utilities
6.93K
+ 40.48%
$77.0 - $90.52 $533K - $627K
24K $2.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
242
+ 0.94%
$475.2 - $527.7 $115K - $128K
26K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 0.2%
$520.18 - $576.82 $28.1K - $31.1K
27.2K $15.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
+ 11.44%
$36.98 - $41.55 $466K - $523K
123K $5.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.48K
+ 9.28%
$96.25 - $101.98 $527K - $559K
64.5K $6.53M
EPD
Enterprise Products Partners L.P.

Energy
26.1K
+ 196.42%
$27.88 - $30.0 $729K - $784K
39.4K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.1K
+ 44.07%
$49.93 - $51.15 $702K - $719K
46K $2.35M
UNH
Unitedhealth Group Inc

Healthcare
420
+ 6.49%
$488.01 - $604.18 $205K - $254K
6.89K $4.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.36K
+ 287.03%
$79.29 - $84.02 $663K - $703K
11.3K $944K
MA
Mastercard Inc

Financial Services
363
+ 3.71%
$429.6 - $500.99 $156K - $182K
10.1K $5.01M
BMY
Bristol Myers Squibb CO

Healthcare
5.63K
+ 14.52%
$39.66 - $51.75 $223K - $291K
44.4K $2.3M
PG
Procter & Gamble CO

Consumer Defensive
2.63K
+ 9.84%
$160.76 - $177.82 $423K - $468K
29.4K $5.09M
LLY
Eli Lilly & CO

Healthcare
994
+ 7.71%
$772.14 - $960.02 $768K - $954K
13.9K $12.3M
BNDX
Vanguard Total International B

ETFs
11K
+ 22.98%
$48.42 - $50.35 $531K - $552K
58.7K $2.95M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.72K
+ 3.73%
$60.13 - $68.17 $163K - $185K
75.5K $5.11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.1K
+ 289.81%
$44.66 - $49.15 $586K - $645K
17.6K $831K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 6.24%
$101.25 - $127.45 $139K - $175K
23.4K $2.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
255
+ 0.68%
$162.83 - $179.16 $41.5K - $45.7K
37.7K $6.76M
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 0.69%
$213.3 - $270.78 $16.9K - $21.4K
11.5K $3.11M
CVX
Chevron Corp

Energy
6.32K
+ 17.23%
$137.88 - $161.97 $871K - $1.02M
43K $6.33M
DUK
Duke Energy Corp

Utilities
1.91K
+ 8.29%
$99.35 - $117.71 $190K - $225K
24.9K $2.88M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.2K
+ 226.85%
$25.19 - $25.5 $560K - $567K
32K $816K
KO
Coca Cola CO

Consumer Defensive
3.71K
+ 10.35%
$62.69 - $73.01 $233K - $271K
39.6K $2.84M
PSA
Public Storage

Real Estate
1.38K
+ 183.36%
$283.13 - $365.01 $390K - $503K
2.13K $774K
NOC
Northrop Grumman Corp

Industrials
607
+ 24.2%
$423.73 - $533.14 $257K - $324K
3.12K $1.64M
AVGO
Broadcom Inc.

Technology
11.8K
+ 1131.93%
$136.27 - $1745.86 $1.61M - $20.6M
12.8K $2.22M
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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