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
ELV
Elevance Health, Inc.

Healthcare
345
+ 40.02%
$500.12 - $562.29 $173K - $194K
1.21K $627K
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.44K
+ 10.99%
$29.58 - $30.31 $131K - $135K
44.9K $1.36M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.71K
+ 59.85%
$71.9 - $79.86 $123K - $137K
4.58K $363K
MAR
Marriott International Inc

Consumer Cyclical
302
+ 2.75%
$211.35 - $255.11 $63.8K - $77K
11.3K $2.81M
AZN
Astrazeneca PLC

Healthcare
1.94K
+ 46.63%
$76.67 - $87.62 $149K - $170K
6.09K $474K
RFV
Invesco Exchange Traded Fd Tr

ETFs
675
+ 6.56%
$108.97 - $119.83 $73.6K - $80.9K
11K $1.3M
ALL
Allstate Corp

Financial Services
376
+ 14.9%
$158.43 - $192.86 $59.6K - $72.5K
2.9K $549K
VGT
Vanguard Information Technolog

ETFs
172
+ 4.03%
$514.43 - $606.85 $88.5K - $104K
4.44K $2.6M
GS
Goldman Sachs Group Inc

Financial Services
122
+ 6.31%
$459.02 - $510.25 $56K - $62.3K
2.06K $1.02M
MS
Morgan Stanley

Financial Services
1.08K
+ 25.28%
$92.07 - $106.96 $99.5K - $116K
5.36K $558K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
339
+ 10.91%
$72.18 - $107.33 $24.5K - $36.4K
3.45K $365K
XLV
Select Sector Spdr Fund Health

ETFs
745
+ 22.53%
$143.3 - $157.24 $107K - $117K
4.05K $623K
TMUS
T Mobile Us, Inc.

Communication Services
434
+ 25.34%
$175.14 - $206.36 $76K - $89.6K
2.15K $443K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
692
+ 8.81%
$113.45 - $126.18 $78.5K - $87.3K
8.55K $1.08M
GILD
Gilead Sciences, Inc.

Healthcare
576
+ 9.83%
$66.59 - $83.99 $38.4K - $48.4K
6.43K $539K
FICO
Fair Isaac Corp

Technology
14
+ 5.74%
$1496.51 - $1947.38 $21K - $27.3K
258 $501K
FSK
Fs Kkr Capital Corp

Financial Services
6.69K
+ 5.69%
$18.74 - $20.43 $125K - $137K
124K $2.45M
DD
Du Pont De Nemours, Inc.

Basic Materials
864
+ 14.1%
$77.22 - $89.49 $66.7K - $77.3K
6.99K $623K
HBAN
Huntington Bancshares Inc

Financial Services
7.12K
+ 57.33%
$12.84 - $15.15 $91.4K - $108K
19.5K $287K
KHC
Kraft Heinz CO

Consumer Defensive
2.95K
+ 47.32%
$31.86 - $36.13 $94.1K - $107K
9.19K $322K
HPE
Hewlett Packard Enterprise CO

Technology
6.72K
+ 28.29%
$16.1 - $21.44 $108K - $144K
30.5K $623K
KIM
Kimco Realty Corp

Real Estate
3.51K
+ 34.27%
$19.24 - $24.06 $67.5K - $84.4K
13.7K $319K
WRB
Berkley W R Corp

Financial Services
8.47K
+ 51.22%
$51.54 - $79.62 $436K - $674K
25K $1.42M
RDVY
First Trust Rising Dividend Ac

ETFs
1.32K
+ 14.2%
$53.68 - $59.24 $70.6K - $78K
10.6K $626K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.5K
+ 4.11%
$49.07 - $50.44 $73.8K - $75.8K
38.1K $1.92M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
366
+ 8.29%
$125.95 - $142.04 $46.1K - $52K
4.78K $679K
MKC
Mccormick & CO Inc

Consumer Defensive
273
+ 3.28%
$69.44 - $84.76 $19K - $23.1K
8.6K $708K
AMGN
Amgen Inc

Healthcare
182
+ 3.01%
$309.38 - $337.38 $56.3K - $61.4K
6.23K $2.01M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
23
+ 0.08%
$69.61 - $79.56 $1.6K - $1.83K
27.7K $2.17M
VV
Vanguard Large Cap ETF

ETFs
157
+ 2.9%
$236.92 - $263.4 $37.2K - $41.4K
5.57K $1.47M
CPK
Chesapeake Utilities Corp

Utilities
20
+ 0.33%
$106.02 - $124.17 $2.12K - $2.48K
6.16K $764K
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.24%
$71.09 - $89.44 $1.42K - $1.79K
8.45K $746K
SNA
Snap On Inc

Industrials
229
+ 15.27%
$255.35 - $289.77 $58.5K - $66.4K
1.73K $501K
HIG
Hartford Financial Services Group, Inc.

Financial Services
289
+ 6.59%
$98.71 - $117.61 $28.5K - $34K
4.67K $549K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
711
+ 8.01%
$75.63 - $84.89 $53.8K - $60.4K
9.59K $807K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.49K
+ 8.75%
$30.61 - $34.92 $45.6K - $52K
18.5K $638K
CARR
Carrier Global Corp

Industrials
180
+ 3.38%
$61.9 - $80.88 $11.1K - $14.6K
5.5K $442K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
599
+ 16.89%
$119.93 - $131.26 $71.8K - $78.6K
4.15K $540K
CTAS
Cintas Corp

Industrials
2.36K
+ 306.49%
$201.38 - $819.83 $475K - $1.93M
3.13K $644K
LHX
L3 Harris Technologies, Inc.

Industrials
89
+ 1.45%
$221.96 - $243.27 $19.8K - $21.7K
6.23K $1.48M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 13.39%
$3305.62 - $4268.05 $56.2K - $72.6K
144 $606K
NVS
Novartis Ag

Healthcare
719
+ 32.49%
$106.13 - $120.89 $76.3K - $86.9K
2.93K $337K
LDOS
Leidos Holdings, Inc.

Technology
365
+ 14.85%
$142.66 - $163.02 $52.1K - $59.5K
2.82K $460K
DAL
Delta Air Lines, Inc.

Industrials
1.65K
+ 30.38%
$37.32 - $51.8 $61.5K - $85.4K
7.07K $359K
TSCO
Tractor Supply CO

Consumer Cyclical
192
+ 8.84%
$251.95 - $290.93 $48.4K - $55.9K
2.36K $687K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.03K
+ 48.06%
$92.56 - $99.46 $95.3K - $102K
3.17K $304K
ITW
Illinois Tool Works Inc

Industrials
66
+ 2.04%
$233.14 - $263.97 $15.4K - $17.4K
3.3K $864K
EVRG
Evergy, Inc.

Utilities
573
+ 8.36%
$52.46 - $62.01 $30.1K - $35.5K
7.43K $460K
CI
Cigna Corp

Healthcare
171
+ 7.22%
$319.12 - $367.1 $54.6K - $62.8K
2.54K $880K
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
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