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
PFG
Principal Financial Group Inc

Financial Services
-1.12K
- 20.52%
$69.56 - $86.19 $77.6K - $96.1K
4.32K $343K
RMD
Resmed Inc

Healthcare
-688
- 37.35%
$204.54 - $258.0 $141K - $178K
1.15K $297K
DUK
Duke Energy Corp

Utilities
-93
- 0.36%
$112.46 - $124.05 $10.5K - $11.5K
25.8K $3.05M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.66K
- 27.74%
$86.13 - $108.53 $143K - $180K
4.32K $469K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-2.84K
- 2.92%
$46.39 - $47.84 $132K - $136K
94.3K $4.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.82K
- 11.17%
$58.41 - $72.69 $574K - $714K
78.1K $5.68M
FICO
Fair Isaac Corp

Technology
-54
- 21.77%
$1503.62 - $2206.01 $81.2K - $119K
194 $354K
PSX
Phillips 66

Energy
-430
- 3.54%
$92.87 - $125.73 $39.9K - $54.1K
11.7K $1.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.39K
- 8.06%
$29.82 - $30.19 $101K - $102K
38.7K $1.17M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.09K
- 11.61%
$18.94 - $21.67 $77.5K - $88.7K
31.2K $659K
SUI
Sun Communities Inc

Real Estate
-500
- 3.57%
$114.62 - $132.25 $57.3K - $66.1K
13.5K $1.71M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 36.0%
$82.17 - $99.96 $97K - $118K
2.1K $206K
SNY
Sanofi

Healthcare
-137
- 1.13%
$47.62 - $55.44 $6.52K - $7.6K
11.9K $577K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-3.41K
- 13.26%
$24.96 - $25.5 $85.1K - $87K
22.3K $568K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-2.63K
- 25.69%
$34.58 - $34.88 $90.9K - $91.7K
7.6K $265K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.63K
- 22.6%
$24.54 - $25.07 $89.2K - $91.1K
12.4K $311K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.53K
- 33.63%
$59.24 - $71.39 $90.5K - $109K
3.02K $214K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-141
- 3.78%
$99.37 - $134.05 $14K - $18.9K
3.59K $406K
VST
Vistra Corp.

Utilities
-2K
- 50.48%
$98.07 - $195.04 $196K - $390K
1.96K $380K
IVZ
Invesco Ltd.

Financial Services
-6.38K
- 21.35%
$12.14 - $15.77 $77.4K - $101K
23.5K $370K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-886
- 15.95%
$41.37 - $53.28 $36.7K - $47.2K
4.67K $208K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.09K
- 12.04%
$79.56 - $82.92 $86.8K - $90.5K
7.97K $661K
NBHC
National Bank Holdings Corp

Financial Services
-182
- 0.17%
$33.92 - $38.84 $6.17K - $7.07K
107K $4.02M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.85K
- 33.42%
$47.63 - $60.01 $88K - $111K
3.68K $218K
UHS
Universal Health Services Inc

Healthcare
-334
- 14.38%
$157.05 - $197.94 $52.5K - $66.1K
1.99K $360K
UMC
United Microelectronics Corp

Technology
-12.3K
- 33.24%
$6.12 - $8.32 $75.2K - $102K
24.7K $188K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1.1K
- 1.63%
$53.27 - $54.27 $58.4K - $59.5K
66.1K $3.55M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.71K
- 8.06%
$16.93 - $17.81 $79.8K - $83.9K
53.8K $957K
TIP
Ishares Tr Tips Bd ETF

ETFs
-410
- 2.08%
$107.93 - $110.97 $44.3K - $45.5K
19.3K $2.13M
ENB
Enbridge Inc

Energy
-1.96K
- 8.21%
$41.09 - $47.16 $80.6K - $92.5K
21.9K $994K
ATMP
Barclays Bank PLC

ETFs
-1.65K
- 17.26%
$26.46 - $31.17 $43.6K - $51.4K
7.9K $231K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1K
- 3.49%
$37.08 - $42.26 $37.2K - $42.4K
27.7K $1.15M
VLO
Valero Energy Corp

Energy
-582
- 5.52%
$104.69 - $141.77 $60.9K - $82.5K
9.97K $1.34M
SLV
I Shares Silver Trust

ETFs
-2.85K
- 12.52%
$27.08 - $33.74 $77.2K - $96.1K
19.9K $653K
ENFR
Alerian Energy Infrastructure

ETFs
-1.34K
- 11.28%
$28.49 - $33.44 $38.2K - $44.9K
10.6K $340K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.13K
- 1.53%
$77.94 - $79.5 $88.3K - $90.1K
72.9K $5.8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-532
- 8.86%
$109.83 - $131.67 $58.4K - $70K
5.48K $694K
WM
Waste Management Inc

Industrials
-51
- 0.38%
$216.47 - $242.1 $11K - $12.3K
13.2K $3.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-108
- 0.08%
$51.14 - $57.0 $5.52K - $6.16K
143K $8.16M
PKG
Packaging Corp Of America

Consumer Cyclical
-128
- 5.62%
$175.97 - $201.36 $22.5K - $25.8K
2.15K $404K
TALO
Talos Energy Inc.

Energy
-402
- 1.19%
$6.38 - $9.56 $2.56K - $3.84K
33.3K $282K
XLP
Consumer Staples Sector Spdr

ETFs
-570
- 8.33%
N/A
6.27K $476K
WAT
Waters Corp

Healthcare
-64
- 6.03%
$307.71 - $366.67 $19.7K - $23.5K
998 $348K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-448
- 5.72%
$105.23 - $109.61 $47.1K - $49.1K
7.38K $808K
RSG
Republic Services, Inc.

Industrials
-194
- 11.51%
$227.2 - $258.07 $44.1K - $50.1K
1.49K $367K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-882
- 1.49%
$45.2 - $46.6 $39.9K - $41.1K
58.2K $2.7M
RF
Regions Financial Corp

Financial Services
-4.21K
- 12.63%
$18.34 - $23.52 $77.1K - $98.9K
29.1K $684K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.21K
- 4.08%
$26.18 - $26.93 $31.7K - $32.6K
28.5K $761K
HYG
Ishares Tr

ETFs
-556
- 15.4%
$75.75 - $80.65 $42.1K - $44.8K
3.05K $246K
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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