Buckingham Strategic Partners Reduced Holdings in Q2 2025

Buckingham Strategic Partners

  • $7.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.9K
- 23.86%
$212.1 - $244.27 $402K - $463K
6.05K $1.32M
QCOM
Qualcomm Inc

Technology
-4.23K
- 31.09%
$124.66 - $159.48 $528K - $675K
9.38K $1.49M
TMUS
T Mobile Us, Inc.

Communication Services
-2.06K
- 60.0%
$220.99 - $268.54 $455K - $553K
1.37K $327K
NFG
National Fuel Gas CO

Energy
-7.71K
- 65.59%
$73.0 - $86.01 $563K - $663K
4.05K $342K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.58K
- 19.84%
$320.42 - $424.58 $1.79M - $2.37M
22.5K $9.57M
FVD
First Tr Value Line Divid Inde

ETFs
-13.1K
- 36.07%
$40.62 - $45.12 $531K - $590K
23.2K $1.04M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-23.5K
- 42.8%
$23.32 - $24.45 $548K - $575K
31.4K $767K
DHR
Danaher Corp

Healthcare
-2.41K
- 23.97%
$174.64 - $205.16 $420K - $494K
7.64K $1.51M
CAT
Caterpillar Inc

Industrials
-3.38K
- 25.91%
$273.94 - $388.21 $925K - $1.31M
9.66K $3.75M
HD
Home Depot, Inc.

Consumer Cyclical
-1.48K
- 6.29%
$335.24 - $380.78 $497K - $565K
22.1K $8.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.79K
- 19.33%
$90.56 - $109.49 $525K - $634K
24.2K $2.64M
SHEL
Shell PLC

Energy
-6.34K
- 43.95%
$59.75 - $73.05 $379K - $463K
8.09K $569K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1.91K
- 70.26%
$224.32 - $326.09 $429K - $624K
810 $264K
MTB
M&T Bank Corp

Financial Services
-2.99K
- 38.21%
$156.58 - $193.99 $468K - $579K
4.83K $937K
MO
Altria Group, Inc.

Consumer Defensive
-6.46K
- 12.38%
$55.56 - $60.91 $359K - $394K
45.7K $2.68M
CL
Colgate Palmolive CO

Consumer Defensive
-4.58K
- 37.53%
$87.57 - $96.0 $401K - $440K
7.63K $693K
KO
Coca Cola CO

Consumer Defensive
-5.27K
- 7.53%
$68.37 - $73.9 $360K - $389K
64.7K $4.57M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.19K
- 35.85%
$121.58 - $136.74 $388K - $436K
5.71K $775K
CMCSA
Comcast Corp

Communication Services
-9.69K
- 16.51%
$32.84 - $36.72 $318K - $356K
49K $1.75M
HUN
Huntsman Corp

Basic Materials
-20.5K
- 54.19%
$10.28 - $15.52 $210K - $318K
17.3K $180K
SF
Stifel Financial Corp

Financial Services
-4.65K
- 64.79%
$76.49 - $103.78 $355K - $482K
2.53K $262K
DTE
Dte Energy CO

Utilities
-2.59K
- 35.76%
$127.39 - $139.49 $330K - $362K
4.66K $616K
HUBS
Hubspot Inc

Technology
-656
- 48.06%
$487.07 - $672.24 $320K - $441K
709 $394K
MKC
Mccormick & CO Inc

Consumer Defensive
-3.33K
- 17.73%
$71.11 - $82.25 $237K - $274K
15.5K $1.17M
BP
Bp PLC

Energy
-6.05K
- 12.08%
$26.11 - $33.81 $158K - $204K
44K $1.32M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-5.35K
- 21.57%
$66.87 - $79.47 $357K - $425K
19.4K $1.54M
CMF
Ishares California Muni Bond E

ETFs
-6.15K
- 51.3%
$54.52 - $56.7 $335K - $349K
5.84K $325K
XLF
Financial Sector Spdr

ETFs
-8.37K
- 23.77%
$43.92 - $52.37 $367K - $438K
26.8K $1.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.46K
- 9.93%
$468.22 - $566.51 $684K - $827K
13.2K $7.5M
ADP
Automatic Data Processing Inc

Industrials
-1.21K
- 10.27%
$276.76 - $326.81 $335K - $395K
10.6K $3.26M
SWK
Stanley Black & Decker, Inc.

Industrials
-3.77K
- 42.45%
$55.86 - $76.98 $211K - $290K
5.11K $346K
PRU
Prudential Financial Inc

Financial Services
-2.9K
- 58.65%
$95.12 - $112.71 $276K - $327K
2.05K $219K
SNA
Snap On Inc

Industrials
-885
- 43.88%
$292.36 - $342.2 $259K - $303K
1.13K $352K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-5.07K
- 31.99%
$70.44 - $86.87 $357K - $441K
10.8K $936K
VTV
Vanguard Value ETF

ETFs
-4.05K
- 4.02%
$153.67 - $176.74 $622K - $715K
96.7K $17.1M
GRMN
Garmin LTD

Technology
-1.29K
- 25.01%
$173.63 - $218.07 $223K - $281K
3.86K $805K
MRVL
Marvell Technology, Inc.

Technology
-7.23K
- 44.7%
$49.38 - $79.97 $357K - $578K
8.94K $692K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-51.9K
- 82.61%
$5.03 - $6.1 $261K - $317K
10.9K $66K
AMP
Ameriprise Financial Inc

Financial Services
-741
- 31.79%
$422.19 - $533.73 $313K - $395K
1.59K $848K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-2.31K
- 11.02%
$64.31 - $75.93 $148K - $175K
18.6K $1.27M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-5.12K
- 26.17%
$47.42 - $51.67 $243K - $265K
14.4K $733K
AEP
American Electric Power CO Inc

Utilities
-1.71K
- 10.13%
$98.59 - $109.11 $168K - $186K
15.2K $1.57M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-1.13K
- 9.41%
$54.08 - $68.32 $61K - $77.1K
10.9K $596K
VTR
Ventas, Inc.

Real Estate
-2.88K
- 25.6%
$62.45 - $70.08 $180K - $202K
8.38K $529K
TGT
Target Corp

Consumer Defensive
-1.82K
- 16.78%
$88.76 - $105.77 $162K - $193K
9.03K $891K
VIG
Vanguard Dividend Appreciation

ETFs
-1.28K
- 1.79%
N/A
70.4K $12.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.26K
- 7.34%
$47.89 - $48.65 $252K - $256K
66.4K $3.23M
CVS
Cvs Health Corp

Healthcare
-3.58K
- 25.2%
$60.04 - $70.18 $215K - $251K
10.6K $732K
WU
Western Union CO

Financial Services
-19.1K
- 62.79%
$8.37 - $10.63 $160K - $203K
11.3K $95K
Activity Summary
Buys All Purchases 719 New Holdings 211 Increased Positions 508 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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