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
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.3K
+ 48.87%
$59.43 - $63.22 $196K - $208K
10K $608K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.46K
+ 29.84%
$25.81 - $28.52 $167K - $184K
28.1K $774K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4.17K
+ 61.72%
$45.88 - $46.8 $191K - $195K
10.9K $505K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.69K
+ 14.41%
$54.25 - $57.64 $200K - $213K
29.3K $1.61M
ZM
Zoom Video Communications, Inc.

Technology
2.98K
+ 88.6%
$72.23 - $88.64 $216K - $265K
6.35K $468K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.07K
+ 11.44%
$57.21 - $65.8 $462K - $531K
78.6K $4.59M
KMI
Kinder Morgan, Inc.

Energy
5.91K
+ 31.64%
$26.1 - $31.22 $154K - $185K
24.6K $702K
AJG
Arthur J. Gallagher & Co.

Financial Services
419
+ 58.6%
$275.89 - $345.24 $116K - $145K
1.13K $391K
NSC
Norfolk Southern Corp

Industrials
770
+ 50.29%
$227.69 - $259.76 $175K - $200K
2.3K $544K
CW
Curtiss Wright Corp

Industrials
647
+ 113.51%
$304.82 - $384.07 $197K - $248K
1.22K $386K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.77K
+ 10.48%
$468.34 - $539.52 $1.3M - $1.5M
29.2K $13.7M
BRBR
Bellring Brands, Inc.

Consumer Defensive
2.45K
+ 75.11%
$65.4 - $79.39 $160K - $195K
5.71K $425K
DFS
Discover Financial Services

Financial Services
1.07K
+ 79.1%
$152.99 - $203.25 $164K - $218K
2.43K $413K
UPS
United Parcel Service Inc

Industrials
3.93K
+ 24.93%
$109.66 - $136.26 $431K - $535K
19.7K $2.16M
OXY
Occidental Petroleum Corp

Energy
3.61K
+ 47.82%
$45.45 - $52.7 $164K - $190K
11.2K $551K
TIP
Ishares Tr Tips Bd ETF

ETFs
816
+ 4.31%
$106.22 - $111.09 $86.7K - $90.6K
19.7K $2.19M
AOA
Ishares Tr Core Aggressive All

ETFs
2.38K
+ 3.85%
$75.7 - $80.01 $180K - $191K
64.2K $4.91M
SNA
Snap On Inc

Industrials
530
+ 35.64%
$324.09 - $358.62 $172K - $190K
2.02K $679K
EME
Emcor Group, Inc.

Industrials
635
+ 90.58%
$361.16 - $535.99 $229K - $340K
1.34K $493K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.5K
+ 17.1%
$34.58 - $45.97 $51.9K - $69K
10.3K $472K
IWM
Ishares Russell 2000 ETF

ETFs
3.08K
+ 15.03%
$198.1 - $229.79 $610K - $707K
23.5K $4.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.65K
+ 5.87%
$554.06 - $615.85 $914K - $1.02M
29.8K $16.7M
CL
Colgate Palmolive CO

Consumer Defensive
1.53K
+ 14.31%
$85.68 - $97.5 $131K - $149K
12.2K $1.14M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.96K
+ 55.87%
$101.98 - $115.66 $200K - $226K
5.46K $559K
HOOD
Robinhood Markets, Inc.

Technology
3.31K
+ 43.07%
$35.63 - $65.28 $118K - $216K
11K $458K
DTE
Dte Energy CO

Utilities
368
+ 5.35%
$117.6 - $138.27 $43.3K - $50.9K
7.25K $1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.96K
+ 2.0%
$32.5 - $33.3 $96.2K - $98.6K
151K $5.01M
SRE
Sempra Energy

Utilities
3.03K
+ 103.45%
$67.85 - $87.67 $206K - $266K
5.96K $425K
MLI
Mueller Industries Inc

Industrials
2.38K
+ 64.41%
$76.14 - $82.67 $181K - $197K
6.08K $462K
SNY
Sanofi

Healthcare
1.67K
+ 16.01%
$48.15 - $59.42 $80.3K - $99.1K
12.1K $670K
DHR
Danaher Corp

Healthcare
1.81K
+ 21.91%
$201.62 - $250.59 $364K - $452K
10K $2.06M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.99K
+ 40.5%
$76.77 - $82.22 $153K - $164K
6.91K $548K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.28K
+ 58.02%
$123.11 - $130.57 $158K - $167K
3.49K $441K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.9K
+ 26.47%
$79.17 - $82.04 $150K - $156K
9.06K $740K
BDX
Becton Dickinson & CO

Healthcare
687
+ 27.75%
$222.79 - $249.08 $153K - $171K
3.16K $724K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.11K
+ 13.83%
$29.82 - $30.1 $152K - $154K
42.1K $1.27M
AZN
Astrazeneca PLC

Healthcare
1.64K
+ 32.6%
$65.37 - $77.96 $107K - $128K
6.68K $490K
DUOL
Duolingo, Inc.

Technology
546
+ 59.15%
$272.49 - $441.39 $149K - $241K
1.47K $456K
VST
Vistra Corp.

Utilities
1.72K
+ 76.96%
$108.49 - $191.89 $187K - $331K
3.96K $465K
PFG
Principal Financial Group Inc

Financial Services
1.53K
+ 39.33%
$76.34 - $89.04 $117K - $137K
5.43K $458K
HBAN
Huntington Bancshares Inc

Financial Services
12K
+ 60.54%
$14.28 - $17.39 $171K - $208K
31.7K $475K
TMO
Thermo Fisher Scientific Inc.

Healthcare
504
+ 11.0%
$497.6 - $606.74 $251K - $306K
5.09K $2.53M
AMAT
Applied Materials Inc

Technology
1.73K
+ 29.05%
$145.06 - $195.51 $252K - $339K
7.7K $1.12M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.19K
+ 52.79%
$39.65 - $43.35 $127K - $138K
9.24K $388K
FCX
Freeport Mcmoran Inc

Basic Materials
3.75K
+ 69.7%
$34.5 - $43.01 $130K - $161K
9.14K $346K
UMC
United Microelectronics Corp

Technology
17.8K
+ 93.0%
$5.69 - $7.15 $101K - $127K
37K $264K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.26K
+ 31.04%
$147.38 - $176.39 $185K - $222K
5.31K $804K
XLP
Consumer Staples Sector Spdr

ETFs
1.82K
+ 36.25%
N/A
6.84K $520K
WAT
Waters Corp

Healthcare
373
+ 54.14%
$362.16 - $417.28 $135K - $156K
1.06K $391K
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