Buckingham Strategic Partners Portfolio Holdings

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024

Buckingham Strategic Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.48 Billion distributed in 770 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $557M, Ishares Core S&P Total U.S. St with a value of $475M, Vanguard Intermediate Term Tre with a value of $276M, Dimensional ETF Tr U S Target with a value of $268M, and American Centy ETF Tr Avantis with a value of $204M.

Examining the 13F form we can see an increase of $1.11B in the current position value, from $4.37B to 5.48B.

Buckingham Strategic Partners is based out at Saint Louis, MO

Below you can find more details about Buckingham Strategic Partners portfolio as well as his latest detailed transactions.

Portfolio value $5.48 Billion
ETFs: $4.5 Billion
Technology: $269 Million
Financial Services: $171 Million
Healthcare: $81.7 Million
Consumer Cyclical: $76.9 Million
Industrials: $71.2 Million
Communication Services: $57.5 Million
Consumer Defensive: $57.3 Million
Other: $72.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$93.4 Million 1.7% of portfolio
372,938
Q4 2024 Added 1.75%
$2.99T
$55.5 Million 1.01% of portfolio
131,683
Q4 2024 Added 41.34%
$292B
$42.5 Million 0.78% of portfolio
316,713
Q4 2024 Added 9.79%
$27.5B
$34.1 Million 0.62% of portfolio
104,529
Q4 2024 Reduced 29.6%
$2.12T
$28.3 Million 0.52% of portfolio
129,055
Q4 2024 Added 7.86%
$150B
$25.3 Million 0.46% of portfolio
70,397
Q4 2024 Reduced 1.17%
$645B
$21.4 Million 0.39% of portfolio
47,181
Q4 2024 Added 3.66%
$1.41T
$16.3 Million 0.3% of portfolio
27,677
Q4 2024 Added 71.92%
$738B
$15.9 Million 0.29% of portfolio
66,209
Q4 2024 Added 34.0%
$77.6B
$15.1 Million 0.28% of portfolio
65,252
Q4 2024 Added 407.84%
$439B
$13.5 Million 0.25% of portfolio
125,546
Q4 2024 Added 16.01%
$212B
$12.4 Million 0.23% of portfolio
81,576
Q4 2024 Added 152.3%
$1.03T
$12.1 Million 0.22% of portfolio
63,888
Q4 2024 Added 39.84%
$881B
$11.7 Million 0.21% of portfolio
28,980
Q4 2024 Added 24.19%
$577B
$10.6 Million 0.19% of portfolio
33,568
Q4 2024 Added 42.17%
$883B
$9.37 Million 0.17% of portfolio
12,135
Q4 2024 Reduced 12.57%
$464B
$8.94 Million 0.16% of portfolio
9,755
Q4 2024 Added 133.6%
$261B
$8.2 Million 0.15% of portfolio
90,798
Q4 2024 Reduced 61.37%
$396B
$8.1 Million 0.15% of portfolio
20,812
Q4 2024 Added 62.4%
$115B
$7.6 Million 0.14% of portfolio
22,913
Q4 2024 Reduced 25.25%
$295B
$7.77 Million 0.14% of portfolio
53,632
Q4 2024 Added 24.75%
$436B
$7.62 Million 0.14% of portfolio
45,756
Q4 2024 Added 44.01%
$374B
$6.65 Million 0.12% of portfolio
37,396
Q4 2024 Added 10.23%
$225B
$6.51 Million 0.12% of portfolio
29,607
Q4 2024 Added 49.24%
$414B
$6.29 Million 0.11% of portfolio
37,498
Q4 2024 Added 27.64%
$533B
$5.88 Million 0.11% of portfolio
11,176
Q4 2024 Added 10.21%
$445B
$5.48 Million 0.1% of portfolio
10,832
Q4 2024 Added 57.12%
$339B
$5.37 Million 0.1% of portfolio
122,234
Q4 2024 Added 31.73%
$199B
$4.77 Million 0.09% of portfolio
42,815
Q4 2024 Added 39.05%
$180B
$4.86 Million 0.09% of portfolio
121,440
Q4 2024 Added 32.33%
$150B
$5.04 Million 0.09% of portfolio
22,123
Q4 2024 Added 46.6%
$66.4B
$4.84 Million 0.09% of portfolio
101,171
Q4 2024 Added 30.53%
$121B
$5.05 Million 0.09% of portfolio
10,402
Q4 2024 Reduced 1.51%
$432B
$4.8 Million 0.09% of portfolio
33,204
Q4 2024 Reduced 11.65%
$441B
$4.29 Million 0.08% of portfolio
4,811
Q4 2024 Added 56.2%
$236B
$4.47 Million 0.08% of portfolio
44,894
Q4 2024 Added 17.28%
$72.9B
$4.42 Million 0.08% of portfolio
22,923
Q4 2024 Reduced 27.22%
$1.52B
$4.6 Million 0.08% of portfolio
106,816
Q4 2024 Added 0.01%
$179B
$4.22 Million 0.08% of portfolio
11,623
Q4 2024 Added 43.87%
$263B
$4.08 Million 0.07% of portfolio
68,904
Q4 2024 Added 30.39%
$303B
$4.05 Million 0.07% of portfolio
64,978
Q4 2024 Added 64.15%
$292B
$3.74 Million 0.07% of portfolio
11,189
Q4 2024 Added 137.41%
$88B
$3.69 Million 0.07% of portfolio
13,232
Q4 2024 Added 17.13%
$237B
$3.05 Million 0.06% of portfolio
25,327
Q4 2024 Added 8.11%
$177B
$3.41 Million 0.06% of portfolio
17,515
Q4 2024 Added 384.38%
$146B
$3.3 Million 0.06% of portfolio
124,346
Q4 2024 Added 20.93%
$113B
$3.52 Million 0.06% of portfolio
35,523
Q4 2024 Added 47.97%
$100B
$3.06 Million 0.06% of portfolio
58,564
Q4 2024 Added 117.57%
$281B
$3.45 Million 0.06% of portfolio
49,050
Q4 2024 Added 9.8%

Summary

  • Portfolio
  • No. of Stocks 770
  • Current Value $5.48 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 141 stocks
  • Additional Purchases 358 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 257 stocks
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