Buckingham Strategic Wealth, LLC Purchases in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
377K
+ 11.82%
$108.78 - $119.23 $41M - $45M
3.57M $424M
DFUS
Dimensional ETF Tr U S Equity

ETFs
302K
+ 3.94%
$53.83 - $59.14 $16.2M - $17.8M
7.96M $468M
VGIT
Vanguard Intermediate Term Tre

ETFs
577K
+ 9.57%
$57.14 - $58.53 $33M - $33.8M
6.6M $385M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
783K
+ 24.66%
$24.84 - $27.2 $19.5M - $21.3M
3.96M $106M
DFSD
Dimensional ETF Tr Short Durat

ETFs
501K
+ 31.79%
$46.64 - $47.15 $23.4M - $23.6M
2.08M $97.6M
AVDV
American Centy ETF Tr Avantis

ETFs
316K
+ 13.94%
$63.81 - $68.36 $20.1M - $21.6M
2.58M $168M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
272K
+ 29.49%
$47.4 - $48.0 $12.9M - $13.1M
1.2M $57.1M
NVDA
Nvidia Corp

Technology
272K
+ 1014.93%
$118.11 - $1224.4 $32.1M - $333M
299K $36.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
238K
+ 11.54%
$64.09 - $68.74 $15.3M - $16.4M
2.3M $151M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
189K
+ 8.53%
$47.74 - $48.54 $9M - $9.15M
2.4M $117M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 0.53%
$150.53 - $185.41 $217K - $267K
275K $50.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
239K
+ 12.83%
$29.72 - $32.4 $7.1M - $7.74M
2.1M $67.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
327K
+ 18.46%
$25.66 - $27.34 $8.39M - $8.94M
2.1M $55.2M
MSFT
Microsoft Corp

Technology
4.46K
+ 2.27%
$389.33 - $452.85 $1.74M - $2.02M
201K $89.8M
VTI
Vanguard Total Stock Market Et

ETFs
4.42K
+ 0.58%
$245.23 - $269.4 $1.08M - $1.19M
763K $204M
DFSV
Dimensional ETF Tr Dimensional

ETFs
267K
+ 21.94%
$27.81 - $30.13 $7.42M - $8.04M
1.48M $42.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
151K
+ 13.66%
$25.73 - $27.44 $3.89M - $4.15M
1.26M $33.1M
IEMG
Ishares Inc

ETFs
23.3K
+ 2.06%
$50.02 - $54.95 $1.17M - $1.28M
1.15M $61.8M
LLY
Eli Lilly & CO

Healthcare
104
+ 0.5%
$724.87 - $909.04 $75.4K - $94.5K
20.8K $18.8M
PEN
Penumbra Inc

Healthcare
11.3K
New
$172.27 - $223.95 $1.94M - $2.53M
11.3K $2.03M
COST
Costco Wholesale Corp

Consumer Defensive
644
+ 5.26%
$704.88 - $870.75 $454K - $561K
12.9K $11M
DFAI
Dimensional ETF Tr

ETFs
87.6K
+ 6.61%
$28.93 - $30.91 $2.54M - $2.71M
1.41M $41.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 3.13%
$414.65 - $485.21 $470K - $550K
37.4K $17.9M
SHV
Ishares Tr

ETFs
14.8K
+ 11.24%
$110.04 - $110.51 $1.63M - $1.64M
147K $16.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 0.29%
$495.16 - $548.49 $102K - $112K
72.1K $39.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
752
+ 1.25%
$455.1 - $504.28 $342K - $379K
60.7K $30.4M
NYF
Ishares New York Muni Bond ETF

ETFs
28.1K
New
$52.78 - $53.61 $1.48M - $1.51M
28.1K $1.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11K
+ 2.71%
$113.43 - $115.88 $1.25M - $1.28M
418K $48.3M
VUG
Vanguard Growth ETF

ETFs
98
+ 0.27%
$322.46 - $377.11 $31.6K - $37K
36.2K $13.5M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
36.6K
+ 34.74%
$26.31 - $27.9 $963K - $1.02M
142K $3.88M
VGT
Vanguard Information Technolog

ETFs
1.06K
+ 17.48%
$479.9 - $588.82 $508K - $623K
7.11K $4.1M
CMF
Ishares California Muni Bond E

ETFs
16.5K
+ 46.64%
$56.38 - $57.26 $928K - $942K
51.8K $2.94M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.65K
+ 9.09%
$87.24 - $97.37 $580K - $648K
79.8K $7.71M
VEA
Vanguard Ftse Developed Market

ETFs
35.7K
+ 2.84%
$47.83 - $51.21 $1.71M - $1.83M
1.29M $63.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11K
+ 179.18%
$60.18 - $70.42 $663K - $776K
17.2K $1.2M
ORCL
Oracle Corp

Technology
1.24K
+ 3.32%
$113.75 - $144.64 $141K - $179K
38.5K $5.44M
PSN
Parsons Corp

Industrials
9.26K
+ 49.66%
$74.01 - $84.28 $685K - $780K
27.9K $2.28M
MTD
Mettler Toledo International Inc

Healthcare
512
New
$1188.54 - $1530.55 $609K - $784K
512 $715K
WASH
Washington Trust Bancorp Inc

Financial Services
25.6K
New
$24.23 - $27.77 $619K - $710K
25.6K $700K
ADBE
Adobe Inc.

Technology
588
+ 8.03%
$439.02 - $555.54 $258K - $327K
7.91K $4.39M
AVUS
American Centy ETF Tr Avantis

ETFs
4.52K
+ 1.36%
$84.59 - $90.63 $382K - $409K
336K $30.3M
AVDE
American Centy ETF Tr Avantis

ETFs
11.7K
+ 10.78%
$61.17 - $65.29 $717K - $766K
121K $7.5M
DFAR
Dimensional ETF Tr Dimensional

ETFs
26.7K
+ 13.87%
$20.41 - $22.23 $545K - $594K
219K $4.85M
AMAT
Applied Materials Inc

Technology
1.07K
+ 12.1%
$189.46 - $247.83 $203K - $266K
9.94K $2.35M
T
At&T Inc.

Communication Services
8.36K
+ 3.73%
$16.09 - $19.11 $134K - $160K
233K $4.44M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.57K
+ 29.46%
$154.56 - $173.19 $397K - $445K
11.3K $1.93M
ISRG
Intuitive Surgical Inc

Healthcare
163
+ 1.78%
$366.34 - $445.11 $59.7K - $72.6K
9.3K $4.14M
KLAC
Kla Corp

Technology
91
+ 3.15%
$628.16 - $863.31 $57.2K - $78.6K
2.98K $2.46M
HEI
Heico Corp

Industrials
1.96K
New
$187.69 - $228.95 $368K - $449K
1.96K $438K
Activity Summary
Buys All Purchases 384 New Holdings 56 Increased Positions 328 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 35 Puts 3
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email