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
AVES
American Centy ETF Tr Avantis

ETFs
6.51K
+ 6.99%
$44.71 - $48.65 $291K - $317K
99.6K $4.7M
ED
Consolidated Edison Inc

Utilities
252
+ 1.46%
$88.0 - $110.59 $22.2K - $27.9K
17.5K $1.93M
SUI
Sun Communities Inc

Real Estate
2.54K
+ 22.17%
$120.53 - $136.43 $306K - $347K
14K $1.8M
VIG
Vanguard Dividend Appreciation

ETFs
2.12K
+ 3.05%
N/A
71.7K $13.1M
EXC
Exelon Corp

Utilities
6.21K
+ 55.77%
$37.3 - $46.08 $232K - $286K
17.3K $799K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.58K
+ 11.19%
$33.57 - $37.22 $255K - $282K
75.3K $2.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
8.11K
+ 16.96%
$38.22 - $41.19 $310K - $334K
55.9K $2.26M
CFG
Citizens Financial Group Inc

Financial Services
9.44K
+ 160.03%
$39.73 - $48.36 $375K - $457K
15.3K $628K
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 4.14%
$158.56 - $176.26 $246K - $274K
39.1K $6.65M
PFE
Pfizer Inc

Healthcare
20.2K
+ 16.27%
$25.01 - $27.13 $506K - $549K
145K $3.66M
NOW
Service Now, Inc.

Technology
991
+ 61.29%
$783.83 - $1170.39 $777K - $1.16M
2.61K $2.08M
IBN
Icici Bank LTD

Financial Services
10.8K
+ 87.52%
$27.55 - $31.67 $296K - $341K
23.1K $726K
BK
Bank Of New York Mellon Corp

Financial Services
3.95K
+ 106.66%
$75.42 - $88.95 $298K - $352K
7.66K $642K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
851
+ 91.9%
$408.78 - $448.82 $348K - $382K
1.78K $746K
WELL
Welltower Inc.

Real Estate
1.27K
+ 22.21%
$124.05 - $156.86 $157K - $199K
6.97K $1.07M
D
Dominion Energy, Inc

Utilities
5.76K
+ 58.1%
$52.85 - $57.43 $304K - $331K
15.7K $878K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.8K
+ 110.78%
$122.86 - $137.9 $343K - $385K
5.32K $671K
GLW
Corning Inc

Technology
7.88K
+ 63.24%
$44.91 - $54.25 $354K - $428K
20.4K $931K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.67K
+ 32.9%
$56.12 - $68.15 $206K - $250K
14.8K $1.01M
BAC
Bank Of America Corp

Financial Services
14.6K
+ 11.95%
$39.61 - $47.74 $579K - $698K
137K $5.71M
TJX
Tjx Companies Inc

Consumer Cyclical
2.56K
+ 13.13%
$112.81 - $126.16 $289K - $323K
22.1K $2.69M
IDV
Ishares Tr

ETFs
508
+ 0.58%
$27.0 - $31.7 $13.7K - $16.1K
87.6K $2.72M
AEP
American Electric Power CO Inc

Utilities
472
+ 2.88%
$90.32 - $109.27 $42.6K - $51.6K
16.9K $1.84M
CTAS
Cintas Corp

Industrials
1.16K
+ 28.78%
$182.09 - $208.14 $211K - $241K
5.19K $1.07M
DE
Deere & CO

Industrials
102
+ 1.65%
$408.57 - $509.27 $41.7K - $51.9K
6.29K $2.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.93K
+ 73.83%
$192.82 - $222.1 $372K - $428K
4.54K $875K
HDB
Hdfc Bank LTD

Financial Services
4.73K
+ 112.17%
$58.06 - $66.85 $275K - $316K
8.95K $594K
ZS
Zscaler, Inc.

Technology
1.52K
+ 119.04%
$181.66 - $216.87 $276K - $329K
2.8K $554K
FNDF
Schwab Fundamental Intl Large

ETFs
5K
+ 10.31%
$32.9 - $37.45 $165K - $187K
53.5K $1.93M
FIX
Comfort Systems Usa Inc

Industrials
1.15K
+ 228.51%
$313.26 - $550.27 $362K - $635K
1.66K $534K
HWM
Howmet Aerospace Inc.

Industrials
1.96K
+ 64.19%
$110.79 - $139.39 $217K - $274K
5.02K $651K
RZV
Invesco Fd Tr

ETFs
3.91K
+ 71.29%
$96.48 - $115.16 $377K - $450K
9.38K $927K
NVS
Novartis Ag

Healthcare
2.28K
+ 51.86%
$97.14 - $115.57 $222K - $264K
6.68K $744K
KMX
Carmax Inc

Consumer Cyclical
4.14K
+ 163.68%
$69.25 - $89.19 $287K - $369K
6.67K $519K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24K
+ 13.8%
$21.23 - $23.75 $509K - $570K
198K $4.26M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.41K
+ 4.81%
$61.2 - $68.24 $148K - $165K
52.5K $3.47M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.23K
+ 12.19%
$56.63 - $59.39 $296K - $311K
48.1K $2.77M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.73K
+ 26.37%
$91.76 - $103.26 $342K - $385K
17.9K $1.65M
RDVY
First Trust Rising Dividend Ac

ETFs
5.34K
+ 92.17%
$57.22 - $63.39 $306K - $339K
11.1K $652K
ZTS
Zoetis Inc.

Healthcare
1.85K
+ 67.43%
$156.48 - $175.67 $289K - $324K
4.58K $754K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
12.6K
+ 143.28%
$28.45 - $41.08 $358K - $517K
21.4K $647K
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.28K
+ 34.29%
$111.51 - $128.61 $366K - $422K
12.9K $1.47M
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.36K
+ 28.36%
$40.27 - $42.11 $256K - $268K
28.8K $1.21M
EVRG
Evergy, Inc.

Utilities
3.87K
+ 86.36%
$59.9 - $69.52 $232K - $269K
8.35K $575K
WPC
W. P. Carey Inc.

Real Estate
3.92K
+ 63.64%
$53.5 - $65.05 $210K - $255K
10.1K $635K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.2K
+ 51.08%
$30.73 - $32.26 $315K - $330K
30.3K $930K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.98K
+ 30.03%
$42.38 - $43.28 $296K - $302K
30.2K $1.29M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.7K
+ 88.69%
$175.5 - $209.86 $299K - $357K
3.62K $656K
MCK
Mckesson Corp

Healthcare
294
+ 33.87%
$566.21 - $672.99 $166K - $198K
1.16K $782K
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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