Buckingham Strategic Partners Reduced Holdings in Q1 2025

Buckingham Strategic Partners

  • $6.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-76K
- 4.31%
$24.91 - $29.02 $1.89M - $2.21M
1.69M $42.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-97.2K
- 18.37%
$22.46 - $23.26 $2.18M - $2.26M
432K $10M
GLD
Spdr Gold Trust

ETFs
-9.67K
- 48.2%
$243.19 - $288.14 $2.35M - $2.79M
10.4K $3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-8.12K
- 7.12%
$77.33 - $90.16 $628K - $732K
106K $8.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-18.1K
- 17.08%
$64.88 - $72.1 $1.18M - $1.31M
87.9K $5.78M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-46.6K
- 20.57%
$25.54 - $27.64 $1.19M - $1.29M
180K $4.9M
MAR
Marriott International Inc

Consumer Cyclical
-1.35K
- 10.23%
$237.01 - $304.45 $321K - $412K
11.9K $2.83M
HON
Honeywell International Inc

Industrials
-3.43K
- 37.69%
$202.75 - $226.52 $695K - $777K
5.67K $1.2M
UNP
Union Pacific Corp

Industrials
-4.28K
- 19.34%
$225.21 - $254.42 $964K - $1.09M
17.8K $4.22M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.19K
- 32.81%
$279.74 - $321.29 $893K - $1.03M
6.54K $2.04M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.87K
- 5.16%
$80.73 - $94.96 $232K - $273K
52.9K $4.39M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14.3K
- 25.16%
$44.72 - $46.25 $641K - $663K
42.6K $1.97M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.86K
- 15.73%
$222.66 - $268.42 $414K - $500K
9.97K $2.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
-896
- 1.71%
$114.9 - $139.6 $103K - $125K
51.5K $6.05M
F
Ford Motor CO

Consumer Cyclical
-53.1K
- 60.87%
$9.12 - $10.43 $485K - $554K
34.2K $342K
HSY
Hershey CO

Consumer Defensive
-3.07K
- 55.6%
$144.74 - $186.36 $445K - $573K
2.46K $419K
SUB
Ishares Short Term National Mu

ETFs
-4.59K
- 8.35%
$105.3 - $106.24 $484K - $488K
50.4K $5.32M
NEE
Nextera Energy Inc

Utilities
-6.06K
- 16.87%
$66.96 - $76.16 $406K - $461K
29.8K $2.12M
GLDM
World Gold Trust

ETFs
-9.92K
- 58.09%
$52.19 - $61.89 $518K - $614K
7.16K $442K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-144
- 1.1%
$165.25 - $224.62 $23.8K - $32.3K
13K $2.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.59K
- 4.39%
$56.17 - $59.71 $370K - $394K
144K $8.2M
ATI
Allegheny Technologies Inc

Industrials
-5.15K
- 10.07%
$50.0 - $65.86 $258K - $339K
46K $2.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.7K
- 14.94%
$49.25 - $50.66 $379K - $390K
43.8K $2.18M
SBUX
Starbucks Corp

Consumer Cyclical
-5.12K
- 37.51%
$91.75 - $115.81 $470K - $593K
8.53K $836K
CMA
Comerica Inc

Financial Services
-6.27K
- 50.62%
$56.11 - $68.38 $352K - $428K
6.11K $360K
SLV
I Shares Silver Trust

ETFs
-19.3K
- 45.84%
$26.93 - $31.32 $519K - $603K
22.8K $705K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-6.61K
- 23.02%
$48.06 - $53.73 $318K - $355K
22.1K $1.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-6.42K
- 18.03%
$55.41 - $60.74 $356K - $390K
29.2K $1.65M
FVD
First Tr Value Line Divid Inde

ETFs
-9.76K
- 21.21%
$42.61 - $45.51 $416K - $444K
36.3K $1.62M
HYD
Vaneck High Yield Muni ETF

ETFs
-5.95K
- 6.5%
$50.79 - $52.53 $302K - $313K
85.7K $4.39M
AZO
Autozone Inc

Consumer Cyclical
-151
- 44.41%
$3193.96 - $3828.11 $482K - $578K
189 $720K
PH
Parker Hannifin Corp

Industrials
-521
- 31.03%
$591.65 - $707.05 $308K - $368K
1.16K $703K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.06K
- 3.61%
$67.03 - $74.61 $138K - $154K
55K $3.74M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.37K
- 13.0%
$77.91 - $92.26 $185K - $219K
15.9K $1.26M
MU
Micron Technology Inc

Technology
-3.58K
- 45.14%
$86.89 - $109.38 $311K - $391K
4.35K $377K
PSA
Public Storage

Real Estate
-939
- 57.68%
$288.99 - $313.98 $271K - $295K
689 $206K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.06K
- 18.74%
$123.3 - $154.95 $130K - $164K
4.58K $585K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.35K
- 8.66%
$75.47 - $84.24 $177K - $198K
24.8K $1.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-47.9K
- 2.42%
$25.77 - $27.6 $1.24M - $1.32M
1.93M $51.3M
TYL
Tyler Technologies Inc

Technology
-447
- 34.6%
$553.41 - $646.74 $247K - $289K
845 $491K
PAYX
Paychex Inc

Industrials
-1.9K
- 44.04%
$136.06 - $154.52 $258K - $293K
2.41K $371K
SHV
Ishares Tr

ETFs
-1.97K
- 8.33%
$110.11 - $110.51 $216K - $217K
21.6K $2.39M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.14K
- 17.72%
$39.4 - $42.61 $203K - $219K
23.9K $964K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.2K
- 24.5%
$44.81 - $46.22 $188K - $194K
12.9K $582K
SKYY
First Trust Cloud Computing Et

ETFs
-1.27K
- 31.38%
$102.23 - $131.18 $130K - $167K
2.78K $284K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.42K
- 5.65%
$18.53 - $29.07 $26.3K - $41.3K
23.7K $449K
KR
Kroger CO

Consumer Defensive
-3.59K
- 49.63%
$58.36 - $67.72 $209K - $243K
3.64K $246K
EFG
Msci Eafe Growth ETF

ETFs
-2.26K
- 19.34%
$96.1 - $106.37 $217K - $240K
9.43K $942K
SEIC
Sei Investments CO

Financial Services
-1.67K
- 13.49%
$72.08 - $86.58 $120K - $144K
10.7K $830K
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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