Buckingham Strategic Partners Sells in Q2 2025

Buckingham Strategic Partners

  • $7.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-136K
- 89.72%
$100.35 - $100.71 $13.6M - $13.7M
15.6K $1.57M
AAPL
Apple Inc.

Technology
-20.7K
- 4.65%
$172.42 - $223.89 $3.57M - $4.63M
424K $87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-178K
- 12.18%
$24.32 - $27.87 $4.32M - $4.95M
1.28M $33.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-192K
- 44.56%
$22.68 - $23.28 $4.36M - $4.48M
239K $5.56M
UNH
Unitedhealth Group Inc

Healthcare
-4.16K
- 31.18%
$274.35 - $599.47 $1.14M - $2.49M
9.19K $2.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.47K
- 6.99%
$483.48 - $539.8 $1.68M - $1.88M
46.2K $22.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-73.4K
- 9.56%
$46.77 - $47.89 $3.43M - $3.51M
694K $32.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-92K
- 2.87%
$49.57 - $50.27 $4.56M - $4.62M
3.12M $157M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-196K
- 10.15%
$23.55 - $27.67 $4.61M - $5.42M
1.73M $48M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-41.5K
- 6.72%
$77.74 - $78.78 $3.23M - $3.27M
576K $45.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-99.7K
- 55.41%
$25.48 - $27.78 $2.54M - $2.77M
80.2K $2.13M
COST
Costco Wholesale Corp

Consumer Defensive
-3.28K
- 30.29%
$908.13 - $1056.85 $2.98M - $3.47M
7.55K $7.48M
RTX
Raytheon Technologies Corp

Industrials
-17.5K
- 65.92%
$113.75 - $148.48 $1.99M - $2.59M
9.03K $1.32M
PEP
Pepsico Inc

Consumer Defensive
-4.73K
- 5.53%
$128.02 - $151.37 $606K - $717K
80.9K $10.7M
COP
Conocophillips

Energy
-12.9K
- 25.62%
$82.66 - $106.1 $1.07M - $1.37M
37.4K $3.36M
LLY
Eli Lilly & CO

Healthcare
-1.54K
- 9.93%
$713.71 - $898.95 $1.1M - $1.38M
14K $10.9M
XOM
Exxon Mobil Corp

Energy
-3.19K
- 2.5%
$99.93 - $119.04 $318K - $379K
124K $13.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.83K
- 55.59%
$390.26 - $489.06 $1.1M - $1.38M
2.26K $915K
SHV
Ishares Tr

ETFs
-14K
- 64.88%
$110.06 - $110.46 $1.54M - $1.55M
7.6K $838K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19.9K
- 51.16%
$72.96 - $90.39 $1.45M - $1.8M
19K $1.7M
CVX
Chevron Corp

Energy
-473
- 0.83%
$133.73 - $168.51 $63.3K - $79.7K
56.6K $8.1M
MAR
Marriott International Inc

Consumer Cyclical
-6.7K
- 56.41%
$211.12 - $274.14 $1.41M - $1.84M
5.18K $1.41M
NOC
Northrop Grumman Corp

Industrials
-2.5K
- 41.22%
$456.3 - $540.39 $1.14M - $1.35M
3.56K $1.78M
TXN
Texas Instruments Inc

Technology
-6.58K
- 36.88%
N/A
11.3K $2.19M
BX
Blackstone Inc.

Financial Services
-9.16K
- 87.09%
$120.07 - $151.11 $1.1M - $1.38M
1.36K $202K
UNP
Union Pacific Corp

Industrials
-4.91K
- 27.51%
$208.27 - $238.46 $1.02M - $1.17M
12.9K $2.98M
CRM
Salesforce, Inc.

Technology
-4.14K
- 35.42%
$236.26 - $291.15 $978K - $1.21M
7.55K $2.06M
SO
Southern CO

Utilities
-10.3K
- 32.17%
$84.91 - $92.56 $874K - $953K
21.7K $1.99M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-16.5K
- 56.61%
$50.39 - $60.05 $832K - $992K
12.7K $760K
AXP
American Express CO

Financial Services
-4.03K
- 46.97%
$231.39 - $318.98 $933K - $1.29M
4.55K $1.45M
KKR
Kkr & Co. Inc.

Financial Services
-7.75K
- 66.02%
$92.79 - $134.29 $719K - $1.04M
3.99K $530K
CLX
Clorox CO

Consumer Defensive
-4.84K
- 53.91%
$118.01 - $148.69 $572K - $720K
4.14K $497K
CB
Chubb LTD

Financial Services
-2.53K
- 36.18%
$274.32 - $302.46 $695K - $766K
4.47K $1.29M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.85K
- 11.81%
$82.21 - $83.12 $810K - $819K
73.5K $6.09M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-31.7K
- 12.56%
$23.36 - $24.11 $741K - $765K
221K $5.27M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.23K
- 34.08%
$285.55 - $321.23 $636K - $716K
4.31K $1.26M
VZ
Verizon Communications Inc

Communication Services
-12.4K
- 10.84%
$41.67 - $45.62 $519K - $568K
102K $4.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.72K
- 19.45%
$166.82 - $194.23 $787K - $917K
19.5K $3.8M
GOOGL
Alphabet Inc.

Communication Services
-12.5K
- 18.08%
$144.7 - $178.6 $1.81M - $2.23M
56.7K $9.99M
HUM
Humana Inc

Healthcare
-2.48K
- 49.72%
$224.93 - $295.04 $557K - $730K
2.5K $611K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-12.2K
- 8.23%
$49.12 - $50.93 $601K - $624K
137K $6.8M
ED
Consolidated Edison Inc

Utilities
-5.06K
- 28.98%
$98.05 - $113.3 $496K - $573K
12.4K $1.24M
V
Visa Inc.

Financial Services
-2.39K
- 6.57%
$308.27 - $373.31 $736K - $891K
34K $12.1M
NMRK
Newmark Group, Inc.

Real Estate
-54.5K
- 69.22%
$10.09 - $12.35 $550K - $673K
24.2K $294K
LOW
Lowes Companies Inc

Consumer Cyclical
-2.46K
- 24.7%
$210.83 - $235.28 $519K - $579K
7.51K $1.67M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-17.7K
- 3.65%
$24.14 - $25.43 $426K - $449K
466K $11.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.4K
- 63.4%
$63.54 - $68.5 $597K - $644K
5.43K $365K
ELV
Elevance Health, Inc.

Healthcare
-1.31K
- 50.19%
$372.27 - $452.69 $488K - $593K
1.3K $506K
HES
Hess Corp

Energy
-3.63K
- 62.0%
$126.32 - $161.29 $458K - $585K
2.22K $308K
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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