Buckingham Strategic Wealth, LLC Portfolio Holdings

Buckingham Strategic Wealth, LLC

  • $8.81 Billion
  • Q1 2024

Buckingham Strategic Wealth, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.81 Billion distributed in 762 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 $1.21B, Dimensional ETF Tr U S Target with a value of $688M, Dimensional ETF Tr Us Marketwi with a value of $593M, Dimensional ETF Tr U S Equity with a value of $436M, and Dimensional ETF Tr with a value of $415M.

Examining the 13F form we can see an increase of $1B in the current position value, from $7.81B to 8.81B.

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 $8.81 Billion
ETFs: $7.19 Billion
Technology: $315 Million
Financial Services: $181 Million
Industrials: $177 Million
Communication Services: $169 Million
Consumer Cyclical: $142 Million
Healthcare: $133 Million
Consumer Defensive: $106 Million
Other: $102 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.21 Billion 13.69% of portfolio
37,755,608
Q1 2024 Added 0.68%
$0
$688 Million 7.81% of portfolio
12,646,874
Q1 2024 Reduced 0.38%
$0
$593 Million 6.73% of portfolio
14,506,375
Q1 2024 Added 0.97%
$0
$436 Million 4.95% of portfolio
7,655,694
Q1 2024 Added 26.72%
$0
$415 Million 4.71% of portfolio
11,285,243
Q1 2024 Added 2.35%
$0
$368 Million 4.18% of portfolio
3,191,672
Q1 2024 Added 23.22%
$0
$353 Million 4.0% of portfolio
6,026,378
Q1 2024 Added 13.45%
$0
$293 Million 3.33% of portfolio
11,533,051
Q1 2024 Reduced 0.98%
$0
$197 Million 2.24% of portfolio
758,229
Q1 2024 Added 0.88%
$0
$170 Million 1.93% of portfolio
2,726,444
Q1 2024 Added 4.28%
$0
$164 Million 1.86% of portfolio
1,751,825
Q1 2024 Added 0.3%
$0
$149 Million 1.69% of portfolio
2,264,571
Q1 2024 Added 30.69%
$0
$139 Million 1.57% of portfolio
2,063,888
Q1 2024 Added 22.14%
$0
$113 Million 1.28% of portfolio
1,472,724
Q1 2024 Reduced 0.26%
$0
$112 Million 1.27% of portfolio
213,105
Q1 2024 Added 0.68%
$3.09T
$107 Million 1.21% of portfolio
623,317
Q1 2024 Reduced 5.1%
$3.09T
$82.6 Million 0.94% of portfolio
196,407
Q1 2024 Reduced 4.25%
$0
$81 Million 0.92% of portfolio
3,176,612
Q1 2024 Added 69.94%
$0
$75.8 Million 0.86% of portfolio
2,787,303
Q1 2024 Added 32.13%
$0
$74.2 Million 0.84% of portfolio
1,576,380
Q1 2024 Added 68.64%
$1.05T
$65.4 Million 0.74% of portfolio
134,726
Q1 2024 Reduced 5.94%
$0
$63 Million 0.71% of portfolio
1,255,893
Q1 2024 Added 3.02%
$0
$60.9 Million 0.69% of portfolio
1,665,420
Q1 2024 Reduced 1.26%
$1.8T
$59.6 Million 0.68% of portfolio
330,590
Q1 2024 Reduced 13.12%
$0
$58.8 Million 0.67% of portfolio
1,860,862
Q1 2024 Added 147.89%
$0
$58.3 Million 0.66% of portfolio
1,130,623
Q1 2024 Added 5.36%
$0
$52.7 Million 0.6% of portfolio
968,193
Q1 2024 Reduced 1.41%
$0
$47.2 Million 0.54% of portfolio
407,402
Q1 2024 Added 1.09%
$0
$47.7 Million 0.54% of portfolio
1,771,767
Q1 2024 Added 144.89%
$539B
$46.2 Million 0.52% of portfolio
109,954
Q1 2024 Added 1.71%
$0
$44.4 Million 0.5% of portfolio
923,790
Q1 2024 Added 30.93%
$1.03T
$41.3 Million 0.47% of portfolio
273,468
Q1 2024 Reduced 0.39%
$0
$41 Million 0.47% of portfolio
213,604
Q1 2024 Reduced 0.05%
$578M
$40.4 Million 0.46% of portfolio
838,249
Q1 2024 Added 0.33%
$0
$40.1 Million 0.45% of portfolio
1,326,231
Q1 2024 Added 88.01%
$41.6B
$39.2 Million 0.44% of portfolio
620,619
Q1 2024 New
$0
$37.6 Million 0.43% of portfolio
71,894
Q1 2024 Reduced 2.15%
$0
$36.9 Million 0.42% of portfolio
109,561
Q1 2024 Added 4.59%
$0
$36.6 Million 0.42% of portfolio
1,215,861
Q1 2024 Added 88.65%
$1.06T
$36.1 Million 0.41% of portfolio
237,042
Q1 2024 Added 0.37%
$0
$33.1 Million 0.38% of portfolio
549,132
Q1 2024 Added 0.22%
$390B
$31.3 Million 0.36% of portfolio
193,030
Q1 2024 Reduced 5.1%
$0
$32.2 Million 0.36% of portfolio
769,830
Q1 2024 Added 11.28%
$0
$31 Million 0.35% of portfolio
489,583
Q1 2024 Reduced 0.2%
$0
$29.6 Million 0.34% of portfolio
1,107,448
Q1 2024 Added 33.19%
$0
$29.7 Million 0.34% of portfolio
331,887
Q1 2024 Reduced 4.87%
$0
$28.8 Million 0.33% of portfolio
59,967
Q1 2024 Added 6.04%
$0
$29.4 Million 0.33% of portfolio
180,778
Q1 2024 Reduced 7.07%
$0
$26.5 Million 0.3% of portfolio
461,346
Q1 2024 Reduced 1.8%

Summary

  • Portfolio
  • No. of Stocks 762
  • Current Value $8.81 Billion
  • Prior Value $7.81 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 69 stocks
  • Additional Purchases 363 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 266 stocks
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