Buckingham Strategic Partners Reduced Holdings in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWC
Russell Micro Cap ETF

ETFs
-370
- 7.03%
$112.21 - $129.46 $41.5K - $47.9K
4.89K $603K
SAN
Banco Santander, S.A.

Financial Services
-642
- 3.9%
$4.37 - $5.16 $2.81K - $3.31K
15.8K $80K
BSX
Boston Scientific Corp

Healthcare
-940
- 7.64%
$72.96 - $84.0 $68.6K - $79K
11.4K $952K
EXC
Exelon Corp

Utilities
-3.05K
- 13.97%
$34.24 - $40.55 $105K - $124K
18.8K $762K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-43
- 2.41%
$305.34 - $350.41 $13.1K - $15.1K
1.74K $600K
VTRS
Viatris Inc

Healthcare
-466
- 3.28%
$10.32 - $12.13 $4.81K - $5.65K
13.8K $159K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-125
- 2.95%
$71.19 - $76.59 $8.9K - $9.57K
4.11K $314K
IBB
Ishares Biotechnology ETF

ETFs
-66
- 2.97%
$135.09 - $149.47 $8.92K - $9.87K
2.15K $313K
EFG
Msci Eafe Growth ETF

ETFs
-110
- 2.91%
$96.84 - $108.77 $10.7K - $12K
3.67K $395K
MPW
Medical Properties Trust Inc

Real Estate
-1.7K
- 13.66%
$4.03 - $6.38 $6.85K - $10.8K
10.7K $62K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-54
- 0.76%
$42.66 - $45.18 $2.3K - $2.44K
7.09K $319K
DEO
Diageo PLC

Consumer Defensive
-239
- 7.47%
$120.02 - $140.77 $28.7K - $33.6K
2.96K $415K
NDAQ
Nasdaq, Inc.

Financial Services
-575
- 13.32%
$59.48 - $74.31 $34.2K - $42.7K
3.74K $273K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-98
- 2.02%
$57.85 - $64.92 $5.67K - $6.36K
4.75K $307K
ANET
Arista Networks, Inc.

Technology
-32
- 4.15%
$311.42 - $388.21 $9.97K - $12.4K
739 $283K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-215
- 3.39%
$55.06 - $62.25 $11.8K - $13.4K
6.13K $377K
COOK
Traeger, Inc.

Consumer Cyclical
-16
- 0.15%
$2.15 - $3.92 $34.4 - $62.7
10.9K $40K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-34
- 1.92%
$127.29 - $141.5 $4.33K - $4.81K
1.74K $242K
ZTS
Zoetis Inc.

Healthcare
-150
- 7.08%
$172.58 - $196.48 $25.9K - $29.5K
1.97K $384K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-71
- 1.35%
$50.02 - $54.5 $3.55K - $3.87K
5.19K $282K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-36
- 0.5%
$28.02 - $32.68 $1.01K - $1.18K
7.24K $233K
A
Agilent Technologies, Inc.

Healthcare
-103
- 5.48%
$125.42 - $148.48 $12.9K - $15.3K
1.78K $263K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-91
- 0.94%
$31.15 - $35.67 $2.83K - $3.25K
9.62K $337K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.98K
- 6.54%
$25.45 - $29.53 $50.3K - $58.4K
28.3K $824K
TSN
Tyson Foods, Inc.

Consumer Defensive
-6
- 0.06%
$55.91 - $65.87 $335 - $395
9.69K $577K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-79
- 1.06%
$36.99 - $40.84 $2.92K - $3.23K
7.36K $300K
MDT
Medtronic PLC

Healthcare
-932
- 9.79%
$76.84 - $91.03 $71.6K - $84.8K
8.59K $773K
TTD
Trade Desk, Inc.

Technology
-87
- 2.94%
$83.08 - $110.79 $7.23K - $9.64K
2.87K $314K
DGRO
Ishares Core Dividend Growth E

ETFs
-83
- 1.27%
$57.47 - $62.76 $4.77K - $5.21K
6.47K $405K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-14
- 0.09%
$45.87 - $48.53 $642 - $679
15K $721K
XLI
Industrial Sector Spdr

ETFs
-38
- 1.55%
$120.56 - $135.44 $4.58K - $5.15K
2.42K $327K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-929
- 2.05%
$6.71 - $8.78 $6.23K - $8.16K
44.5K $366K
ATI
Allegheny Technologies Inc

Industrials
-9.9K
- 16.39%
$54.26 - $67.71 $537K - $670K
50.5K $3.38M
AON
Aon PLC

Financial Services
-252
- 11.14%
$293.16 - $351.06 $73.9K - $88.5K
2.01K $695K
VTR
Ventas, Inc.

Real Estate
-574
- 10.54%
$50.88 - $65.33 $29.2K - $37.5K
4.87K $312K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.12K
- 4.41%
$33.67 - $37.71 $71.3K - $79.9K
45.9K $1.72M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.24K
- 6.64%
$87.56 - $95.49 $196K - $214K
31.6K $3.01M
IMKTA
Ingles Markets Inc

Consumer Defensive
-103
- 1.46%
$67.82 - $81.05 $6.99K - $8.35K
6.97K $520K
ICE
Intercontinental Exchange, Inc.

Financial Services
-19
- 1.18%
$136.93 - $162.81 $2.6K - $3.09K
1.59K $254K
WAT
Waters Corp

Healthcare
-63
- 7.52%
$282.7 - $359.89 $17.8K - $22.7K
775 $278K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-2
- 0.06%
$141.31 - $161.48 $283 - $323
3.4K $546K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-37
- 0.6%
$175.46 - $203.3 $6.49K - $7.52K
6.16K $1.25M
AN
Autonation, Inc.

Consumer Cyclical
-104
- 3.29%
$156.14 - $190.72 $16.2K - $19.8K
3.06K $546K
OKE
Oneok Inc

Energy
-265
- 3.66%
$78.62 - $95.27 $20.8K - $25.2K
6.97K $635K
BK
Bank Of New York Mellon Corp

Financial Services
-462
- 6.88%
$59.54 - $72.17 $27.5K - $33.3K
6.26K $449K
VHT
Vanguard Health Care ETF

ETFs
-38
- 0.97%
$261.88 - $288.1 $9.95K - $10.9K
3.86K $1.09M
KR
Kroger CO

Consumer Defensive
-263
- 2.71%
$50.43 - $57.3 $13.3K - $15.1K
9.43K $540K
FNDX
Schwab Fundamental U S Large C

ETFs
-532
- 2.71%
$65.36 - $71.76 $34.8K - $38.2K
19.1K $1.37M
PHM
Pultegroup Inc

Consumer Cyclical
-166
- 6.66%
$103.95 - $144.98 $17.3K - $24.1K
2.33K $333K
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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