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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.34B
$3.38 Million 0.08% of portfolio
50,489
Q3 2024 Reduced 16.39%
$2.34B
$2.06 Million 0.05% of portfolio
78,722
Q3 2024 Added 0.2%
$5.64B
$1.63 Million 0.04% of portfolio
37,980
Q3 2024 Added 0.23%
$7.42B
$1.71 Million 0.04% of portfolio
25,830
Q3 2024 Reduced 5.7%
$2.84B
$1.47 Million 0.03% of portfolio
26,005
Q3 2024 Added 9.41%
$3.19B
$1.1 Million 0.03% of portfolio
13,078
Q3 2024 New
$3.43B
$1.36 Million 0.03% of portfolio
17,000
Q4 2021 New
$8.7B
$1.38 Million 0.03% of portfolio
22,959
Q3 2024 Added 0.9%
$2.24B
$764,000 0.02% of portfolio
6,155
Q3 2024 Added 0.33%
$8.5B
$225,000 0.01% of portfolio
1,414
Q3 2024 New
$3.59B
$414,000 0.01% of portfolio
23,644
Q3 2024 Added 23.0%
$8.62B
$337,000 0.01% of portfolio
7,144
Q3 2024 Added 1.52%
$6.6B
$640,000 0.01% of portfolio
11,648
Q3 2024 Reduced 9.89%
$9.56B
$317,000 0.01% of portfolio
2,262
Q3 2024 Added 21.35%
$8.98B
$251,000 0.01% of portfolio
605
Q3 2024 New
$8.82B
$298,000 0.01% of portfolio
9,348
Q3 2024 Added 0.97%
$9B
$248,000 0.01% of portfolio
2,862
Q3 2024 Added 8.33%
$2.21B
$313,000 0.01% of portfolio
6,652
Q3 2024 Added 402.8%
$2.22B
$316,000 0.01% of portfolio
6,178
Q3 2024 Added 0.49%
$9.61B
$448,000 0.01% of portfolio
5,703
Q3 2024 Reduced 12.92%
$3.39B
$239,000 0.01% of portfolio
4,881
Q3 2024 New
$3.53B
$267,000 0.01% of portfolio
14,750
Q3 2024 Added 1.12%
$7.92B
$378,000 0.01% of portfolio
1,432
Q3 2024 Added 24.63%
$3.16B
$224,000 0.01% of portfolio
2,874
Q3 2024 Reduced 0.35%
$5.6B
$274,000 0.01% of portfolio
1,719
Q3 2024 Added 482.71%
$2.64B
$294,000 0.01% of portfolio
13,052
Q3 2024 Added 16.54%
$3.55B
$224,000 0.01% of portfolio
2,702
Q3 2024 Reduced 4.93%
$8.81B
$430,000 0.01% of portfolio
5,843
Q3 2024 Reduced 8.77%
$3.82B
$201,000 0.0% of portfolio
2,701
Q3 2024 New
$9.52B
$202,000 0.0% of portfolio
1,162
Q3 2024 Reduced 11.16%
$3.16B
$136,000 0.0% of portfolio
20,410
Q3 2024 Added 8.21%
$4.58B
$200,000 0.0% of portfolio
5,311
Q3 2024 New
$2.79B
$43,000 0.0% of portfolio
10,195
Q3 2024 New
$3.83B
$214,000 0.0% of portfolio
7,826
Q3 2024 New
$5.21B
$208,000 0.0% of portfolio
2,201
Q3 2024 New
$5.57B
$218,000 0.0% of portfolio
3,613
Q3 2024 New
$9.26B
$218,000 0.0% of portfolio
1,903
Q3 2024 New
$7.85B
$163,000 0.0% of portfolio
22,987
Q3 2024 Reduced 13.04%
$2.34B
$62,000 0.0% of portfolio
10,743
Q3 2024 Reduced 13.66%

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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