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
UL
Unilever PLC

Consumer Defensive
4.49K
+ 60.04%
$54.72 - $60.29 $246K - $271K
12K $712K
XLE
Energy Sector Spdr

ETFs
2.46K
+ 34.32%
$85.7 - $93.96 $211K - $231K
9.63K $899K
ZION
Zions Bancorporation, National Association

Financial Services
6.18K
+ 114.38%
$47.0 - $59.03 $290K - $365K
11.6K $577K
ADI
Analog Devices Inc

Technology
1.48K
+ 113.87%
$201.56 - $243.82 $298K - $360K
2.78K $559K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.25K
+ 50.34%
$80.53 - $147.57 $101K - $184K
3.73K $492K
TMUS
T Mobile Us, Inc.

Communication Services
532
+ 18.33%
$211.3 - $272.83 $112K - $145K
3.44K $916K
PLD
Prologis, Inc.

Real Estate
2.22K
+ 56.73%
$103.59 - $124.04 $230K - $276K
6.14K $686K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
120
+ 0.14%
$78.97 - $85.82 $9.48K - $10.3K
88.5K $7.34M
WMB
Williams Companies, Inc.

Energy
3.68K
+ 42.04%
$54.02 - $61.09 $199K - $225K
12.4K $743K
NUE
Nucor Corp

Basic Materials
2.05K
+ 32.28%
$114.48 - $142.52 $234K - $292K
8.39K $1.01M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.27K
+ 20.6%
$100.59 - $103.47 $229K - $235K
13.3K $1.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.39K
+ 41.37%
$82.81 - $92.93 $280K - $315K
11.6K $984K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
9.11K
+ 69.55%
$31.63 - $35.22 $288K - $321K
22.2K $709K
AMP
Ameriprise Financial Inc

Financial Services
694
+ 42.39%
$472.29 - $575.13 $328K - $399K
2.33K $1.13M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.24K
+ 4.88%
$63.07 - $73.5 $78K - $90.9K
26.6K $1.87M
SONY
Sony Group Corp

Technology
8.27K
+ 78.27%
$19.88 - $25.64 $164K - $212K
18.8K $478K
BMY
Bristol Myers Squibb CO

Healthcare
2.16K
+ 8.0%
$53.9 - $63.11 $117K - $137K
29.2K $1.78M
TFC
Truist Financial Corp

Financial Services
7.14K
+ 37.44%
$39.48 - $48.15 $282K - $344K
26.2K $1.08M
YUM
Yum Brands Inc

Consumer Cyclical
964
+ 22.38%
$123.25 - $162.53 $119K - $157K
5.27K $829K
ADT
Adt Inc.

Industrials
28.9K
+ 227.38%
$6.87 - $8.23 $198K - $238K
41.6K $338K
KMB
Kimberly Clark Corp

Consumer Defensive
874
+ 7.79%
$124.46 - $147.4 $109K - $129K
12.1K $1.72M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.91K
+ 68.9%
$47.79 - $59.89 $330K - $414K
16.9K $850K
VT
Vanguard Total World Stk Index

ETFs
2.31K
+ 14.0%
$115.08 - $123.97 $266K - $286K
18.8K $2.18M
COF
Capital One Financial Corp

Financial Services
1.34K
+ 95.72%
$163.87 - $209.82 $220K - $281K
2.74K $491K
FAST
Fastenal CO

Industrials
2.24K
+ 19.1%
$71.11 - $79.98 $159K - $179K
14K $1.08M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11K
+ 47.97%
$9.49 - $14.83 $105K - $163K
34K $462K
EOG
Eog Resources Inc

Energy
1.37K
+ 12.04%
$120.54 - $138.05 $165K - $189K
12.7K $1.63M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.1K
+ 53.44%
$142.8 - $176.36 $157K - $194K
3.16K $545K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.02K
+ 85.23%
$180.02 - $208.56 $183K - $212K
2.21K $458K
CRWD
Crowd Strike Holdings, Inc.

Technology
613
+ 36.17%
$308.86 - $455.36 $189K - $279K
2.31K $813K
BSX
Boston Scientific Corp

Healthcare
1.03K
+ 9.24%
$89.38 - $106.18 $92.4K - $110K
12.2K $1.23M
LMT
Lockheed Martin Corp

Industrials
1.43K
+ 13.79%
$423.19 - $506.29 $607K - $726K
11.8K $5.29M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.26K
+ 6.72%
$37.07 - $40.63 $158K - $173K
67.7K $2.66M
ITW
Illinois Tool Works Inc

Industrials
1.1K
+ 14.08%
$244.9 - $274.48 $270K - $303K
8.94K $2.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.29K
+ 47.51%
$85.29 - $92.57 $195K - $212K
7.11K $647K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.32K
+ 24.61%
$67.08 - $76.14 $156K - $177K
11.8K $866K
EW
Edwards Lifesciences Corp

Healthcare
3.2K
+ 76.18%
$67.95 - $76.19 $217K - $243K
7.39K $535K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.13K
+ 49.46%
$72.7 - $84.32 $227K - $264K
9.44K $705K
NEM
Newmont Corp

Basic Materials
2.27K
+ 22.15%
$37.79 - $48.39 $85.8K - $110K
12.5K $604K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.75K
+ 17.08%
$108.02 - $120.45 $297K - $331K
18.8K $2.07M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.63K
+ 4.68%
$156.61 - $168.02 $255K - $274K
36.4K $5.85M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.01K
+ 18.79%
$48.65 - $53.06 $146K - $160K
19K $988K
IVZ
Invesco Ltd.

Financial Services
16.2K
+ 118.43%
$14.82 - $19.34 $240K - $313K
29.9K $453K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.42K
+ 9.53%
$69.87 - $75.62 $169K - $183K
27.8K $2.01M
XLF
Financial Sector Spdr

ETFs
3.31K
+ 10.37%
$47.32 - $52.19 $156K - $173K
35.2K $1.75M
WFC
Wells Fargo & Company

Financial Services
1.81K
+ 3.69%
$66.78 - $81.42 $121K - $148K
50.9K $3.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.55K
+ 28.26%
$25.69 - $26.89 $168K - $176K
29.7K $799K
HES
Hess Corp

Energy
341
+ 6.19%
$135.42 - $160.52 $46.2K - $54.7K
5.85K $934K
SWK
Stanley Black & Decker, Inc.

Industrials
2.87K
+ 47.7%
$76.43 - $90.41 $219K - $259K
8.88K $683K
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
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