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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$4.5 Million 0.1% of portfolio
106,801
Q3 2024 New
$799M
$970,000 0.02% of portfolio
22,207
Q3 2024 Reduced -0.0%
$1.72B
$226,000 0.01% of portfolio
3,924
Q3 2024 Added 0.54%
$666M
$271,000 0.01% of portfolio
22,819
Q3 2024 Added 11.71%
$1.04B
$520,000 0.01% of portfolio
6,971
Q3 2024 Reduced 1.46%
$374M
$18,000 0.0% of portfolio
11,280
Q2 2024 Added 2.55%
$768M
$37,000 0.0% of portfolio
11,027
Q3 2024 New
$349M
$40,000 0.0% of portfolio
10,929
Q3 2024 Reduced 0.15%
$1.96B
$24,000 0.0% of portfolio
13,568
Q1 2024 New
$457M
$87,000 0.0% of portfolio
19,293
Q3 2024 Added 55.18%

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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