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
DELL
Dell Technologies Inc.

Technology
-1.06K
- 32.73%
$111.96 - $144.21 $119K - $153K
2.18K $250K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.93K
- 19.93%
$57.14 - $64.54 $110K - $125K
7.76K $445K
IYH
Ishares Tr

ETFs
-1.58K
- 27.81%
$57.53 - $65.24 $90.8K - $103K
4.1K $238K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-22.2K
- 49.86%
$7.33 - $12.37 $163K - $274K
22.3K $236K
GLW
Corning Inc

Technology
-3.52K
- 22.03%
$44.11 - $49.76 $155K - $175K
12.5K $592K
HII
Huntington Ingalls Industries, Inc.

Industrials
-97
- 6.77%
$184.96 - $264.65 $17.9K - $25.7K
1.34K $252K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4K
- 12.54%
N/A
27.9K $878K
PAYX
Paychex Inc

Industrials
-1.09K
- 20.18%
$135.86 - $148.73 $148K - $162K
4.3K $603K
SHW
Sherwin Williams CO

Basic Materials
-112
- 5.76%
$338.75 - $399.71 $37.9K - $44.8K
1.83K $622K
BDX
Becton Dickinson & CO

Healthcare
-341
- 12.11%
$220.02 - $243.75 $75K - $83.1K
2.48K $561K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-2.28K
- 32.18%
$43.44 - $45.05 $99.1K - $103K
4.81K $208K
VPU
Vanguard Utilities ETF

ETFs
-542
- 29.59%
$160.52 - $179.11 $87K - $97.1K
1.29K $210K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.25K
- 16.47%
$100.18 - $109.1 $125K - $137K
6.35K $665K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1.29K
- 1.86%
$52.19 - $52.87 $67.2K - $68.1K
68.1K $3.56M
KR
Kroger CO

Consumer Defensive
-2.21K
- 23.41%
$55.21 - $63.3 $122K - $140K
7.22K $441K
DGX
Quest Diagnostics Inc

Healthcare
-708
- 32.78%
N/A
1.45K $199K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.04K
- 6.57%
$40.15 - $42.9 $81.9K - $87.5K
29K $1.17M
MSI
Motorola Solutions, Inc.

Technology
-215
- 30.98%
$449.08 - $504.6 $96.6K - $108K
479 $221K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.35K
- 24.77%
$49.25 - $53.57 $66.6K - $72.5K
4.11K $203K
IWC
Russell Micro Cap ETF

ETFs
-916
- 18.72%
$120.3 - $138.84 $110K - $127K
3.98K $518K
DEO
Diageo PLC

Consumer Defensive
-353
- 11.93%
$118.0 - $139.88 $41.7K - $49.4K
2.61K $331K
GILD
Gilead Sciences, Inc.

Healthcare
-1.48K
- 22.94%
$83.95 - $97.9 $124K - $145K
4.96K $457K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-40
- 0.42%
$75.65 - $83.47 $3.03K - $3.34K
9.55K $727K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-1.22K
- 15.27%
$60.24 - $63.08 $73.3K - $76.7K
6.75K $408K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-554
- 8.75%
$70.1 - $76.53 $38.8K - $42.4K
5.78K $408K
LDOS
Leidos Holdings, Inc.

Technology
-150
- 5.31%
$143.17 - $201.39 $21.5K - $30.2K
2.67K $385K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.5K
- 9.62%
$89.97 - $98.59 $135K - $148K
14.1K $1.34M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-244
- 0.94%
$63.15 - $75.4 $15.4K - $18.4K
25.6K $1.64M
HPE
Hewlett Packard Enterprise CO

Technology
-4.52K
- 14.85%
$19.31 - $23.95 $87.3K - $108K
25.9K $553K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-217
- 1.9%
$31.24 - $37.15 $6.78K - $8.06K
11.2K $360K
CLX
Clorox CO

Consumer Defensive
-369
- 6.4%
$156.51 - $169.74 $57.8K - $62.6K
5.4K $876K
CMC
Commercial Metals CO

Basic Materials
-4
- 0.03%
$49.22 - $63.32 $197 - $253
11.6K $577K
VDE
Vanguard Energy ETF

ETFs
-464
- 11.73%
$116.67 - $136.78 $54.1K - $63.5K
3.49K $423K
SVC
Service Properties Trust

Real Estate
-8.41K
- 43.61%
$2.33 - $4.92 $19.6K - $41.4K
10.9K $27K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.79K
- 12.35%
$25.25 - $26.34 $45.1K - $47K
12.7K $320K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.62K
- 9.19%
$46.48 - $51.32 $75.4K - $83.2K
16K $771K
GOLD
Barrick Gold Corp

Basic Materials
-363
- 2.92%
$15.23 - $21.19 $5.53K - $7.69K
12.1K $186K
VTR
Ventas, Inc.

Real Estate
-570
- 11.7%
$57.73 - $66.48 $32.9K - $37.9K
4.3K $253K
CNP
Centerpoint Energy Inc

Utilities
-3.09K
- 17.7%
$28.58 - $32.66 $88.4K - $101K
14.4K $456K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-700
- 7.27%
$31.92 - $36.14 $22.3K - $25.3K
8.92K $284K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.71K
- 10.38%
$24.61 - $25.12 $42K - $42.9K
14.7K $364K
COLB
Columbia Banking System, Inc.

Financial Services
-4.31K
- 5.48%
$25.29 - $32.01 $109K - $138K
74.4K $2.01M
VAW
Vanguard Materials ETF

ETFs
-90
- 7.65%
$186.91 - $215.32 $16.8K - $19.4K
1.09K $204K
ZION
Zions Bancorporation, National Association

Financial Services
-1.74K
- 24.38%
$45.62 - $61.73 $79.5K - $108K
5.4K $293K
ACWI
Ishares Msci Acwi ETF

ETFs
-299
- 7.01%
$117.05 - $123.03 $35K - $36.8K
3.97K $465K
DVA
Davita Inc.

Healthcare
-120
- 6.69%
$139.81 - $167.96 $16.8K - $20.2K
1.67K $250K
HL
Hecla Mining CO

Basic Materials
-888
- 4.35%
$4.86 - $7.53 $4.32K - $6.69K
19.5K $95K
AFL
Aflac Inc

Financial Services
-95
- 2.66%
$100.37 - $115.27 $9.54K - $11K
3.48K $359K
OXY
Occidental Petroleum Corp

Energy
-374
- 4.72%
$45.36 - $55.91 $17K - $20.9K
7.56K $373K
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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