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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.4K
+ 3.71%
$42.5 - $46.71 $528K - $580K
347K $15.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.53K
+ 78.31%
$120.24 - $134.3 $1.03M - $1.15M
19.4K $2.37M
KO
Coca Cola CO

Consumer Defensive
4.94K
+ 7.6%
$60.81 - $72.32 $300K - $357K
69.9K $5.01M
TRV
Travelers Companies, Inc.

Financial Services
3.1K
+ 54.05%
$232.43 - $265.13 $721K - $822K
8.84K $2.34M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.5K
+ 69.55%
$50.82 - $52.7 $890K - $923K
42.7K $2.24M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.87K
+ 56.19%
$378.71 - $442.54 $710K - $829K
5.21K $2.26M
HUM
Humana Inc

Healthcare
3.46K
+ 226.85%
$249.11 - $303.11 $861K - $1.05M
4.98K $1.32M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.62K
+ 23.55%
$182.82 - $196.21 $845K - $907K
24.3K $4.57M
META
Meta Platforms, Inc.

Communication Services
2.24K
+ 8.09%
$576.36 - $736.67 $1.29M - $1.65M
29.9K $17.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.3K
+ 107.54%
$75.32 - $84.77 $774K - $871K
19.8K $1.62M
MMM
3 M CO

Industrials
3.91K
+ 24.07%
$129.7 - $155.12 $506K - $606K
20.1K $2.96M
IWV
Ishares Russell 3000 ETF

ETFs
3.2K
+ 33.91%
$313.1 - $349.83 $1M - $1.12M
12.6K $4.01M
QCOM
Qualcomm Inc

Technology
5.6K
+ 69.83%
$151.94 - $175.86 $851K - $984K
13.6K $2.09M
VB
Vanguard Small Cap ETF

ETFs
9.26K
+ 13.98%
$217.89 - $252.64 $2.02M - $2.34M
75.5K $16.7M
ELV
Elevance Health, Inc.

Healthcare
1.76K
+ 205.14%
$365.9 - $436.25 $643K - $766K
2.61K $1.14M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.8K
+ 45.85%
$49.6 - $50.28 $782K - $792K
50.1K $2.52M
C
Citigroup Inc

Financial Services
11.3K
+ 60.82%
$67.23 - $84.63 $757K - $953K
29.8K $2.11M
AIG
American International Group, Inc.

Financial Services
8.48K
+ 224.08%
$70.5 - $86.94 $598K - $737K
12.3K $1.07M
EEMV
Ishares Msci Emerging Markets

ETFs
13.4K
+ 254.09%
$57.07 - $59.29 $766K - $795K
18.7K $1.09M
CB
Chubb LTD

Financial Services
2.17K
+ 44.8%
$257.71 - $301.99 $558K - $654K
7K $2.11M
T
At&T Inc.

Communication Services
1.38K
+ 1.05%
$21.56 - $28.28 $29.7K - $39K
133K $3.75M
XLRE
Select Sector Spdr Tr Real Est

ETFs
17.9K
+ 165.38%
$39.18 - $43.52 $702K - $779K
28.7K $1.2M
ISRG
Intuitive Surgical Inc

Healthcare
1.63K
+ 75.84%
$476.63 - $610.45 $776K - $994K
3.78K $1.87M
CME
Cme Group Inc.

Financial Services
2.61K
+ 156.25%
$225.82 - $266.54 $590K - $696K
4.28K $1.14M
MA
Mastercard Inc

Financial Services
909
+ 8.13%
$504.67 - $576.31 $459K - $524K
12.1K $6.62M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.43K
+ 28.05%
$168.84 - $202.89 $1.09M - $1.3M
29.4K $5.16M
FTI
Technip Fmc PLC

Energy
21.9K
+ 285.74%
$25.3 - $32.57 $553K - $712K
29.5K $935K
CMCSA
Comcast Corp

Communication Services
19.9K
+ 51.16%
$33.19 - $38.23 $659K - $760K
58.7K $2.17M
ADP
Automatic Data Processing Inc

Industrials
1.9K
+ 19.24%
$286.85 - $318.64 $545K - $605K
11.8K $3.6M
TT
Trane Technologies PLC

Industrials
2.28K
+ 104.35%
$332.0 - $400.86 $757K - $914K
4.47K $1.5M
MRK
Merck & Co., Inc.

Healthcare
12.6K
+ 28.1%
$83.01 - $101.02 $1.05M - $1.27M
57.5K $5.16M
REZ
Ishares Tr Residential And Mul

ETFs
6.41K
+ 24.73%
$78.21 - $88.48 $501K - $567K
32.3K $2.79M
TSN
Tyson Foods, Inc.

Consumer Defensive
9.98K
+ 128.61%
$54.27 - $63.81 $542K - $637K
17.7K $1.13M
AXS
Axis Capital Holdings LTD

Financial Services
6.51K
+ 236.6%
$85.54 - $100.24 $557K - $652K
9.26K $928K
VHT
Vanguard Health Care ETF

ETFs
2.47K
+ 137.74%
$254.06 - $273.83 $628K - $677K
4.27K $1.13M
WEN
Wendy'S CO

Consumer Cyclical
45.4K
+ 444.97%
$14.17 - $16.17 $643K - $733K
55.6K $812K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.16K
+ 237.59%
$97.38 - $104.52 $599K - $643K
8.75K $893K
ADBE
Adobe Inc.

Technology
2.57K
+ 43.93%
$377.84 - $464.11 $970K - $1.19M
8.41K $3.23M
FSK
Fs Kkr Capital Corp

Financial Services
33.2K
+ 32.07%
$20.47 - $24.06 $679K - $798K
137K $2.86M
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.3K
+ 24.71%
$36.91 - $41.03 $453K - $504K
62K $2.46M
DUK
Duke Energy Corp

Utilities
2.26K
+ 9.54%
$105.87 - $121.97 $239K - $276K
25.9K $3.16M
NFLX
Netflix Inc

Communication Services
438
+ 9.1%
$828.4 - $1058.6 $363K - $464K
5.25K $4.89M
CI
Cigna Corp

Healthcare
1.36K
+ 46.29%
$274.49 - $329.0 $374K - $448K
4.3K $1.42M
BKNG
Booking Holdings Inc.

Consumer Cyclical
166
+ 36.4%
$4295.4 - $5141.88 $713K - $854K
622 $2.87M
AVSF
American Centy ETF Tr Avantis

ETFs
12.1K
+ 21.87%
$45.96 - $46.74 $557K - $566K
67.5K $3.15M
PLTR
Palantir Technologies Inc.

Technology
4.39K
+ 16.8%
$64.98 - $124.62 $285K - $547K
30.5K $2.58M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
10.4K
+ 104.21%
$50.99 - $55.74 $529K - $578K
20.3K $1.11M
IXUS
Ishares Tr

ETFs
3.95K
+ 4.82%
$65.06 - $72.31 $257K - $286K
85.9K $6M
ALL
Allstate Corp

Financial Services
2.66K
+ 185.73%
$180.99 - $210.18 $481K - $558K
4.09K $846K
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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