Buckingham Strategic Wealth, LLC Portfolio Holdings

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

Buckingham Strategic Wealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $8.98 Billion distributed in 805 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 $1.2B, Dimensional ETF Tr U S Target with a value of $645M, Dimensional ETF Tr Us Marketwi with a value of $567M, Dimensional ETF Tr U S Equity with a value of $468M, and Ishares Core S&P Total U.S. St with a value of $424M.

Examining the 13F form we can see an increase of $170M in the current position value, from $8.81B to 8.98B.

Buckingham Strategic Wealth, LLC is based out at Clayton, MO

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

Portfolio value $8.98 Billion
ETFs: $7.33 Billion
Technology: $359 Million
Communication Services: $187 Million
Financial Services: $168 Million
Industrials: $161 Million
Consumer Cyclical: $141 Million
Healthcare: $134 Million
Consumer Defensive: $106 Million
Other: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Billion 13.39% of portfolio
37,304,289
Q2 2024 Reduced 1.2%
$0
$645 Million 7.18% of portfolio
12,437,755
Q2 2024 Reduced 1.65%
$0
$567 Million 6.31% of portfolio
14,427,184
Q2 2024 Reduced 0.55%
$0
$468 Million 5.21% of portfolio
7,957,417
Q2 2024 Added 3.94%
$0
$424 Million 4.72% of portfolio
3,568,902
Q2 2024 Added 11.82%
$0
$401 Million 4.47% of portfolio
11,169,824
Q2 2024 Reduced 1.02%
$0
$385 Million 4.28% of portfolio
6,603,169
Q2 2024 Added 9.57%
$0
$286 Million 3.18% of portfolio
11,234,134
Q2 2024 Reduced 2.59%
$0
$204 Million 2.27% of portfolio
762,645
Q2 2024 Added 0.58%
$0
$168 Million 1.87% of portfolio
2,580,173
Q2 2024 Added 13.94%
$0
$164 Million 1.82% of portfolio
2,724,127
Q2 2024 Reduced 0.08%
$0
$155 Million 1.73% of portfolio
1,729,579
Q2 2024 Reduced 1.27%
$0
$151 Million 1.68% of portfolio
2,301,998
Q2 2024 Added 11.54%
$4.09T
$126 Million 1.4% of portfolio
596,531
Q2 2024 Reduced 4.3%
$0
$117 Million 1.3% of portfolio
2,400,318
Q2 2024 Added 8.53%
$0
$115 Million 1.28% of portfolio
209,830
Q2 2024 Reduced 1.54%
$0
$106 Million 1.18% of portfolio
3,959,902
Q2 2024 Added 24.66%
$0
$97.6 Million 1.09% of portfolio
2,077,571
Q2 2024 Added 31.79%
$3.25T
$89.8 Million 1.0% of portfolio
200,865
Q2 2024 Added 2.27%
$0
$84.8 Million 0.94% of portfolio
3,149,744
Q2 2024 Added 13.0%
$1.32T
$67 Million 0.75% of portfolio
132,946
Q2 2024 Reduced 1.32%
$0
$67.2 Million 0.75% of portfolio
2,099,693
Q2 2024 Added 12.83%
$2.29T
$63.8 Million 0.71% of portfolio
330,228
Q2 2024 Reduced 0.11%
$0
$63.8 Million 0.71% of portfolio
1,291,556
Q2 2024 Added 2.84%
$0
$61.8 Million 0.69% of portfolio
1,153,964
Q2 2024 Added 2.06%
$0
$62 Million 0.69% of portfolio
1,654,643
Q2 2024 Reduced 0.65%
$0
$57.1 Million 0.64% of portfolio
1,196,198
Q2 2024 Added 29.49%
$0
$55.2 Million 0.61% of portfolio
2,098,783
Q2 2024 Added 18.46%
$1.14T
$50.1 Million 0.56% of portfolio
274,908
Q2 2024 Added 0.53%
$0
$50.4 Million 0.56% of portfolio
950,885
Q2 2024 Reduced 1.79%
$0
$48.3 Million 0.54% of portfolio
418,437
Q2 2024 Added 2.71%
$590B
$44.9 Million 0.5% of portfolio
110,261
Q2 2024 Added 0.28%
$0
$42.7 Million 0.48% of portfolio
1,482,678
Q2 2024 Added 21.94%
$1.17T
$43.1 Million 0.48% of portfolio
235,086
Q2 2024 Reduced 0.83%
$0
$41.9 Million 0.47% of portfolio
1,413,867
Q2 2024 Added 6.61%
$0
$39.8 Million 0.44% of portfolio
109,062
Q2 2024 Reduced 0.46%
$0
$39.2 Million 0.44% of portfolio
72,099
Q2 2024 Added 0.29%
$0
$37.8 Million 0.42% of portfolio
207,143
Q2 2024 Reduced 3.02%
$336B
$36.9 Million 0.41% of portfolio
298,957
Q2 2024 Added 1,014.93%
$0
$33.1 Million 0.37% of portfolio
1,258,776
Q2 2024 Added 13.66%
$0
$33.2 Million 0.37% of portfolio
550,771
Q2 2024 Added 0.3%
$573M
$33.6 Million 0.37% of portfolio
838,249
Q1 2024 Added 0.33%
$0
$33.5 Million 0.37% of portfolio
765,199
Q2 2024 Reduced 0.6%
$52.9B
$32.1 Million 0.36% of portfolio
602,940
Q2 2024 Reduced 2.85%
$0
$30.4 Million 0.34% of portfolio
60,719
Q2 2024 Added 1.25%
$0
$30.3 Million 0.34% of portfolio
336,405
Q2 2024 Added 1.36%
$0
$30.1 Million 0.34% of portfolio
488,195
Q2 2024 Reduced 0.28%
$398B
$30.6 Million 0.34% of portfolio
185,505
Q2 2024 Reduced 3.9%
$0
$27.4 Million 0.31% of portfolio
92,177
Q2 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 805
  • Current Value $8.98 Billion
  • Prior Value $8.81 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 56 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 314 stocks
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