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
O
Realty Income Corp

Real Estate
-3.95K
- 27.27%
$51.67 - $58.49 $204K - $231K
10.5K $610K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.37K
- 0.91%
$50.17 - $51.45 $68.7K - $70.5K
149K $7.5M
JEF
Jefferies Financial Group Inc.

Financial Services
-701
- 14.58%
$52.22 - $81.31 $36.6K - $57K
4.11K $219K
KEY
Keycorp

Financial Services
-5.99K
- 12.08%
$15.15 - $18.3 $90.7K - $110K
43.6K $696K
AEE
Ameren Corp

Utilities
-2.76K
- 24.54%
$86.87 - $103.67 $239K - $286K
8.48K $850K
WRB
Berkley W R Corp

Financial Services
-6.59K
- 25.42%
$56.7 - $71.27 $373K - $469K
19.3K $1.38M
GIS
General Mills Inc

Consumer Defensive
-1.75K
- 25.31%
$57.56 - $65.3 $101K - $114K
5.17K $309K
LHX
L3 Harris Technologies, Inc.

Industrials
-584
- 16.55%
$194.65 - $222.86 $114K - $130K
2.94K $616K
SHW
Sherwin Williams CO

Basic Materials
-401
- 21.9%
$330.16 - $365.55 $132K - $147K
1.43K $499K
SOXX
Ishares Semiconductor ETF

ETFs
-341
- 19.15%
$188.17 - $235.81 $64.2K - $80.4K
1.44K $270K
CPK
Chesapeake Utilities Corp

Utilities
-1.13K
- 18.57%
$116.55 - $130.37 $132K - $148K
4.97K $638K
ACWI
Ishares Msci Acwi ETF

ETFs
-826
- 20.83%
$115.16 - $124.13 $95.1K - $103K
3.14K $365K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-4.14K
- 7.01%
$24.07 - $24.5 $99.6K - $101K
54.9K $1.33M
MBB
Ishares Tr

ETFs
-1.34K
- 10.26%
$90.37 - $94.08 $121K - $126K
11.7K $1.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.89K
- 20.82%
$50.48 - $51.04 $95.2K - $96.2K
7.17K $363K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-4.64K
- 18.14%
$60.74 - $73.87 $282K - $343K
20.9K $1.55M
IEF
Ishares Barclays

ETFs
-1.2K
- 14.9%
$91.17 - $95.39 $110K - $115K
6.87K $655K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.53K
- 4.58%
$51.26 - $52.53 $78.6K - $80.6K
32K $1.65M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.75K
- 28.39%
$34.83 - $37.52 $95.9K - $103K
6.94K $251K
URI
United Rentals, Inc.

Industrials
-27
- 3.06%
$594.17 - $789.56 $16K - $21.3K
854 $535K
CPRT
Copart Inc

Consumer Cyclical
-1.21K
- 7.74%
$52.3 - $59.83 $63.1K - $72.2K
14.4K $814K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-2.84K
- 1.11%
$23.87 - $24.35 $67.9K - $69.3K
253K $6.06M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-1.49K
- 12.69%
$34.5 - $38.9 $51.3K - $57.8K
10.2K $354K
VFH
Vanguard Financial ETF

ETFs
-689
- 16.98%
$114.07 - $127.34 $78.6K - $87.7K
3.37K $402K
VDE
Vanguard Energy ETF

ETFs
-815
- 23.34%
$119.14 - $132.76 $97.1K - $108K
2.68K $347K
DEO
Diageo PLC

Consumer Defensive
-169
- 6.48%
$104.79 - $126.12 $17.7K - $21.3K
2.44K $255K
VCR
Vanguard Consumer Discretionar

ETFs
-22
- 1.61%
$318.51 - $391.75 $7.01K - $8.62K
1.35K $438K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.67K
- 20.31%
$51.66 - $57.94 $86.2K - $96.6K
6.55K $360K
FTGC
First Trust Global Tactical CO

ETFs
-3.58K
- 31.11%
$23.95 - $25.86 $85.7K - $92.6K
7.92K $202K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.42K
- 4.0%
$21.75 - $24.28 $30.9K - $34.5K
34.1K $752K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-2.76K
- 21.07%
N/A
10.3K $233K
XLI
Industrial Sector Spdr

ETFs
-433
- 13.69%
$128.78 - $141.67 $55.8K - $61.3K
2.73K $357K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.39%
$524.81 - $672.19 $4.2K - $5.38K
2.03K $1.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.45K
- 1.71%
$81.83 - $82.73 $119K - $120K
83.4K $6.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-31
- 0.09%
$25.58 - $29.24 $793 - $906
33.2K $869K
LNT
Alliant Energy Corp

Utilities
-1.22K
- 22.17%
$56.66 - $66.04 $68.9K - $80.3K
4.27K $274K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-429
- 1.43%
$90.0 - $96.32 $38.6K - $41.3K
29.5K $2.72M
GPC
Genuine Parts CO

Consumer Cyclical
-449
- 19.05%
$115.91 - $129.02 $52K - $57.9K
1.91K $227K
REET
Ishares Global Reit ETF

ETFs
-2.39K
- 4.89%
$23.24 - $25.16 $55.6K - $60.2K
46.5K $1.13M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-135
- 7.0%
$161.03 - $235.53 $21.7K - $31.8K
1.79K $297K
PPG
Ppg Industries Inc

Basic Materials
-66
- 1.96%
$107.44 - $124.29 $7.09K - $8.2K
3.3K $360K
RMD
Resmed Inc

Healthcare
-136
- 6.88%
$219.7 - $257.65 $29.9K - $35K
1.84K $412K
PEG
Public Service Enterprise Group Inc

Utilities
-262
- 3.75%
$78.2 - $90.39 $20.5K - $23.7K
6.72K $553K
PAVE
Global X Fds Us Infrastructure

ETFs
-428
- 6.7%
$37.31 - $43.82 $16K - $18.8K
5.96K $224K
SYY
Sysco Corp

Consumer Defensive
-296
- 3.81%
$70.0 - $77.13 $20.7K - $22.8K
7.47K $560K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-10
- 0.17%
$117.4 - $131.02 $1.17K - $1.31K
5.97K $715K
VLUE
Ishares Msci Usa Value Factor

ETFs
-537
- 2.02%
$104.89 - $113.56 $56.3K - $61K
26.1K $2.78M
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
-262
- 3.49%
$46.49 - $51.75 $12.2K - $13.6K
7.25K $342K
XLC
Select Sector Spdr Tr Communic

ETFs
-260
- 4.17%
$94.84 - $105.31 $24.7K - $27.4K
5.98K $576K
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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