Buckingham Strategic Partners Portfolio Holdings

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024

Buckingham Strategic Partners has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.37 Billion distributed in 752 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 $449M, Ishares Core S&P Total U.S. St with a value of $384M, Vanguard Intermediate Term Tre with a value of $225M, Dimensional ETF Tr U S Target with a value of $199M, and American Centy ETF Tr Avantis with a value of $178M.

Examining the 13F form we can see an increase of $859M in the current position value, from $3.51B to 4.37B.

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 $4.37 Billion
ETFs: $3.54 Billion
Technology: $214 Million
Financial Services: $138 Million
Healthcare: $85.8 Million
Industrials: $73.1 Million
Consumer Cyclical: $60 Million
Consumer Defensive: $58.5 Million
Communication Services: $39.1 Million
Other: $74.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$449 Million 10.28% of portfolio
13,106,777
Q3 2024 Reduced 0.53%
$0
$384 Million 8.77% of portfolio
3,053,463
Q3 2024 Added 9.18%
$0
$225 Million 5.15% of portfolio
3,728,583
Q3 2024 Added 309.13%
$0
$199 Million 4.56% of portfolio
3,586,109
Q3 2024 Reduced 2.94%
$0
$178 Million 4.07% of portfolio
2,516,627
Q3 2024 Added 16.69%
$0
$161 Million 3.68% of portfolio
2,274,142
Q3 2024 Added 7.36%
$0
$159 Million 3.63% of portfolio
4,166,846
Q3 2024 Reduced 1.18%
$0
$145 Million 3.31% of portfolio
3,468,171
Q3 2024 Reduced 0.52%
$0
$111 Million 2.54% of portfolio
3,950,987
Q3 2024 Added 14.96%
$0
$105 Million 2.4% of portfolio
2,130,215
Q3 2024 Added 304.98%
$0
$96.6 Million 2.21% of portfolio
2,023,289
Q3 2024 Added 342.4%
$0
$83.1 Million 1.9% of portfolio
1,335,882
Q3 2024 Added 6.57%
$0
$82.7 Million 1.89% of portfolio
292,072
Q3 2024 Reduced 10.62%
$0
$78.5 Million 1.8% of portfolio
2,905,980
Q3 2024 Reduced 2.78%
$0
$77.9 Million 1.78% of portfolio
811,420
Q3 2024 Added 3.73%
$0
$47.8 Million 1.09% of portfolio
1,646,285
Q3 2024 Added 5.79%
$0
$43.4 Million 0.99% of portfolio
551,547
Q3 2024 Added 235.29%
$0
$38.8 Million 0.89% of portfolio
598,728
Q3 2024 Added 0.12%
$0
$37.1 Million 0.85% of portfolio
690,875
Q3 2024 Added 0.57%
$0
$34.8 Million 0.8% of portfolio
1,254,774
Q3 2024 Added 49.42%
$0
$27.1 Million 0.62% of portfolio
682,867
Q3 2024 Reduced 4.01%
$0
$25.6 Million 0.58% of portfolio
484,006
Q3 2024 Added 0.81%
$0
$22 Million 0.5% of portfolio
691,973
Q3 2024 Added 19.13%
$0
$20.6 Million 0.47% of portfolio
102,427
Q3 2024 Reduced 11.97%
$0
$19.6 Million 0.45% of portfolio
302,941
Q3 2024 Added 8.85%
$0
$19.3 Million 0.44% of portfolio
684,550
Q3 2024 Added 2.11%
$0
$18.2 Million 0.42% of portfolio
191,791
Q3 2024 Added 4.18%
$0
$18.5 Million 0.42% of portfolio
599,963
Q3 2024 Added 14.36%
$0
$18 Million 0.41% of portfolio
305,730
Q3 2024 Added 5,954.06%
$0
$16.2 Million 0.37% of portfolio
68,472
Q3 2024 Reduced 7.72%
$0
$15.9 Million 0.36% of portfolio
90,995
Q3 2024 Reduced 1.22%
$0
$15.7 Million 0.36% of portfolio
27,226
Q3 2024 Added 0.2%
$0
$15.4 Million 0.35% of portfolio
560,618
Q3 2024 Added 15.41%
$0
$15.5 Million 0.35% of portfolio
268,826
Q3 2024 Reduced 3.76%
$0
$13.7 Million 0.31% of portfolio
25,968
Q3 2024 Added 0.94%
$0
$13.2 Million 0.3% of portfolio
126,911
Q3 2024 Added 11.93%
$0
$13.2 Million 0.3% of portfolio
34,485
Q3 2024 Reduced 4.27%
$0
$12.3 Million 0.28% of portfolio
254,254
Q3 2024 New
$0
$11.6 Million 0.27% of portfolio
97,350
Q3 2024 New
$0
$12 Million 0.27% of portfolio
184,681
Q3 2024 Added 4.99%
$0
$11 Million 0.25% of portfolio
130,274
Q3 2024 Added 4.73%
$0
$10.7 Million 0.24% of portfolio
159,277
Q3 2024 Added 8.36%
$0
$9.89 Million 0.23% of portfolio
206,656
Q3 2024 Reduced 6.09%
$0
$8.99 Million 0.21% of portfolio
119,713
Q3 2024 Added 26.61%
$0
$9.03 Million 0.21% of portfolio
240,484
Q3 2024 Reduced 0.25%
$0
$9.17 Million 0.21% of portfolio
15,980
Q3 2024 Added 9.09%
$0
$8.66 Million 0.2% of portfolio
99,754
Q3 2024 Reduced 5.84%
$0
$8.74 Million 0.2% of portfolio
108,758
Q3 2024 Added 5.44%
$0
$8.69 Million 0.2% of portfolio
110,918
Q3 2024 Added 99.28%

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $4.37 Billion
  • Prior Value $3.51 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 142 stocks
  • Additional Purchases 398 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
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