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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Buckingham Strategic Partners Portfolio

Follow Buckingham Strategic Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.