Buckingham Strategic Partners Reduced Holdings in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
-11.7K
- 34.39%
$40.31 - $42.43 $473K - $498K
22.4K $907K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-10.2K
- 66.67%
$50.73 - $51.08 $518K - $522K
5.11K $259K
CDNS
Cadence Design Systems Inc

Technology
-2.08K
- 54.14%
$249.1 - $324.54 $517K - $674K
1.76K $528K
MCHP
Microchip Technology Inc

Technology
-3.99K
- 33.9%
$55.51 - $79.05 $221K - $315K
7.78K $445K
RZV
Invesco Fd Tr

ETFs
-4.64K
- 45.84%
$105.77 - $119.36 $490K - $553K
5.48K $610K
GPC
Genuine Parts CO

Consumer Cyclical
-3.1K
- 56.79%
$113.11 - $143.63 $350K - $445K
2.36K $275K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-5.24K
- 7.18%
$33.93 - $38.37 $178K - $201K
67.8K $2.33M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9.45K
- 46.59%
$40.06 - $45.21 $378K - $427K
10.8K $440K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-5.66K
- 6.97%
$46.69 - $49.2 $264K - $278K
75.5K $3.53M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-7.29K
- 22.44%
$51.33 - $53.74 $374K - $391K
25.2K $1.3M
CL
Colgate Palmolive CO

Consumer Defensive
-2.86K
- 21.13%
$90.22 - $102.31 $258K - $293K
10.7K $970K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.97K
- 4.47%
$81.68 - $82.93 $324K - $329K
84.8K $6.95M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-43.9K
- 29.6%
$229.85 - $335.91 $10.1M - $14.8M
105K $34.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-11.2K
- 35.86%
$31.23 - $33.51 $350K - $376K
20K $630K
AOR
Ishares Tr Core Growth Allocat

ETFs
-5.24K
- 10.89%
$57.32 - $59.66 $300K - $313K
42.9K $2.46M
SYK
Stryker Corp

Healthcare
-832
- 1.17%
$345.14 - $392.15 $287K - $326K
70.4K $25.3M
HSY
Hershey CO

Consumer Defensive
-1.33K
- 19.4%
$168.67 - $193.65 $224K - $258K
5.53K $936K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-2.78K
- 55.71%
$125.4 - $135.42 $348K - $376K
2.21K $276K
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.11K
- 36.46%
$80.13 - $83.77 $329K - $344K
7.17K $575K
REZ
Ishares Tr Residential And Mul

ETFs
-1.85K
- 6.66%
$79.04 - $89.77 $146K - $166K
25.9K $2.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.28K
- 8.25%
$70.63 - $78.23 $161K - $178K
25.4K $1.8M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-6.25K
- 55.92%
$49.36 - $53.72 $308K - $336K
4.93K $243K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-619
- 6.52%
$563.99 - $620.12 $349K - $384K
8.88K $5.06M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-620
- 1.22%
$62.71 - $68.47 $38.9K - $42.5K
50.1K $3.15M
EXC
Exelon Corp

Utilities
-7.68K
- 40.81%
$36.22 - $40.97 $278K - $314K
11.1K $419K
IEF
Ishares Barclays

ETFs
-2.99K
- 27.0%
$92.08 - $98.18 $275K - $293K
8.08K $746K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-806
- 46.54%
$417.69 - $450.94 $337K - $363K
926 $394K
RF
Regions Financial Corp

Financial Services
-14.7K
- 31.05%
$22.45 - $27.47 $329K - $402K
32.5K $765K
O
Realty Income Corp

Real Estate
-2.97K
- 17.03%
$51.76 - $64.71 $154K - $192K
14.5K $772K
AVSF
American Centy ETF Tr Avantis

ETFs
-5.87K
- 9.58%
$46.02 - $47.0 $270K - $276K
55.4K $2.56M
VB
Vanguard Small Cap ETF

ETFs
-2.24K
- 3.28%
$233.76 - $261.58 $525K - $587K
66.2K $15.9M
DUK
Duke Energy Corp

Utilities
-1.27K
- 5.08%
$105.76 - $120.76 $134K - $153K
23.7K $2.55M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.85K
- 52.35%
$99.2 - $108.47 $282K - $309K
2.59K $257K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.32K
- 4.97%
$38.37 - $42.82 $127K - $142K
63.4K $2.43M
VT
Vanguard Total World Stk Index

ETFs
-2.33K
- 12.36%
$117.09 - $123.07 $273K - $287K
16.5K $1.94M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.13K
- 6.99%
$189.5 - $206.17 $214K - $233K
15K $2.87M
SOXX
Ishares Semiconductor ETF

ETFs
-1.24K
- 40.97%
$211.27 - $239.8 $261K - $296K
1.78K $383K
ELV
Elevance Health, Inc.

Healthcare
-351
- 29.08%
$365.96 - $514.62 $128K - $181K
856 $316K
D
Dominion Energy, Inc

Utilities
-4.66K
- 31.97%
$52.63 - $60.92 $245K - $284K
9.91K $533K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-5.95K
- 39.77%
$46.07 - $48.17 $274K - $287K
9.01K $415K
CGGR
Capital Group Growth ETF Shs C

ETFs
-10K
- 35.93%
$34.49 - $39.24 $345K - $393K
17.9K $663K
MMM
3 M CO

Industrials
-1.27K
- 7.27%
$124.74 - $137.12 $159K - $174K
16.2K $2.09M
IAU
Ishares Gold Trust

ETFs
-5.72K
- 19.23%
$48.37 - $52.65 $276K - $301K
24K $1.19M
AVB
Avalonbay Communities Inc

Real Estate
-1.25K
- 48.62%
$216.28 - $237.81 $270K - $297K
1.32K $290K
BBY
Best Buy CO Inc

Consumer Cyclical
-2.16K
- 37.05%
$85.2 - $101.35 $184K - $219K
3.67K $314K
PSA
Public Storage

Real Estate
-500
- 23.5%
$289.33 - $360.21 $145K - $180K
1.63K $487K
DTE
Dte Energy CO

Utilities
-1.83K
- 20.97%
$117.04 - $129.77 $214K - $237K
6.88K $831K
RDVY
First Trust Rising Dividend Ac

ETFs
-4.78K
- 45.21%
$58.65 - $64.37 $281K - $308K
5.8K $342K
BA
Boeing CO

Industrials
-3.64K
- 24.72%
$138.14 - $180.72 $503K - $657K
11.1K $1.96M
Activity Summary
Buys All Purchases 499 New Holdings 141 Increased Positions 358 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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