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
VV
Vanguard Large Cap ETF

ETFs
250
+ 0.69%
$227.27 - $251.65 $56.8K - $62.9K
36.3K $9.06M
AR
Antero Resources Corp

Energy
12.8K
New
$28.86 - $35.63 $370K - $457K
12.8K $418K
ACWI
Ishares Msci Acwi ETF

ETFs
2.61K
+ 4.83%
$104.54 - $112.83 $273K - $294K
56.6K $6.36M
OZK
Bank Ozk

Financial Services
9.8K
New
$37.85 - $49.21 $371K - $482K
9.8K $401K
OKE
Oneok Inc

Energy
4.67K
+ 36.12%
$76.92 - $83.01 $359K - $387K
17.6K $1.43M
CAG
Conagra Brands Inc.

Consumer Defensive
13.8K
New
$28.34 - $31.57 $390K - $435K
13.8K $391K
UNH
Unitedhealth Group Inc

Healthcare
50
+ 0.2%
$439.2 - $524.63 $22K - $26.2K
25.1K $12.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
231
+ 2.49%
$127.7 - $179.69 $29.5K - $41.5K
9.5K $1.65M
PRCT
Procept Bio Robotics Corp

Healthcare
2.46K
+ 12.01%
$45.73 - $69.19 $113K - $170K
23K $1.4M
MPLX
Mplx LP

Energy
9.12K
New
$39.66 - $42.59 $362K - $388K
9.12K $388K
FRPT
Freshpet, Inc.

Consumer Defensive
70
+ 0.26%
$103.84 - $132.06 $7.27K - $9.24K
26.6K $3.44M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
4.18K
New
$77.8 - $104.98 $325K - $438K
4.18K $351K
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.7K
+ 8.87%
$24.08 - $25.86 $426K - $457K
217K $5.34M
BAC
Bank Of America Corp

Financial Services
2.32K
+ 1.67%
$34.68 - $40.02 $80.6K - $93K
142K $5.64M
XLK
Technology Sector Spdr

ETFs
448
+ 3.26%
$192.53 - $231.41 $86.3K - $104K
14.2K $3.21M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.2K
New
$98.05 - $107.78 $313K - $345K
3.2K $341K
DHI
Horton D R Inc

Consumer Cyclical
2.7K
+ 162.92%
$139.4 - $161.88 $376K - $437K
4.35K $613K
UFPI
Ufp Industries Inc

Basic Materials
3.04K
New
$109.28 - $124.0 $332K - $377K
3.04K $340K
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 5.86%
$3414.82 - $4014.38 $120K - $141K
632 $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
594
+ 36.78%
$282.64 - $390.43 $168K - $232K
2.21K $846K
VXF
Vanguard Extended Market ETF

ETFs
2.06K
+ 64.21%
$161.82 - $174.44 $333K - $359K
5.26K $887K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.9K
New
$24.54 - $25.28 $317K - $326K
12.9K $323K
WTM
White Mountains Insurance Group LTD

Financial Services
165
+ 29.68%
$1688.8 - $1871.4 $279K - $309K
721 $1.31M
HPQ
Hp Inc

Technology
4.31K
+ 12.86%
$27.62 - $38.36 $119K - $165K
37.8K $1.32M
GLD
Spdr Gold Trust

ETFs
433
+ 1.86%
$207.82 - $224.56 $90K - $97.2K
23.8K $5.11M
HUM
Humana Inc

Healthcare
794
New
$302.09 - $373.65 $240K - $297K
794 $296K
EME
Emcor Group, Inc.

Industrials
793
New
$328.63 - $398.69 $261K - $316K
793 $289K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.47K
New
$49.78 - $53.44 $272K - $292K
5.47K $289K
WCC
Wesco International Inc

Industrials
1.82K
New
$152.52 - $191.18 $278K - $349K
1.82K $288K
AXP
American Express CO

Financial Services
648
+ 2.04%
$217.5 - $243.08 $141K - $158K
32.4K $7.51M
MEDP
Medpace Holdings, Inc.

Healthcare
655
New
$372.0 - $424.34 $244K - $278K
655 $269K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.16K
+ 60.47%
$36.61 - $38.62 $262K - $277K
19K $718K
HPE
Hewlett Packard Enterprise CO

Technology
5.84K
+ 14.93%
$16.44 - $21.84 $95.9K - $127K
44.9K $950K
ET
Energy Transfer LP

Energy
13.6K
+ 21.47%
$15.1 - $16.25 $205K - $221K
77K $1.25M
PCG
Pg&E Corp

Utilities
13.6K
+ 94.89%
$16.03 - $18.92 $219K - $258K
28K $489K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.64K
New
$141.04 - $165.42 $232K - $272K
1.64K $249K
SNOW
Snowflake Inc.

Technology
1.85K
New
$124.21 - $165.04 $229K - $304K
1.85K $249K
TROW
Price T Rowe Group Inc

Financial Services
2.16K
New
$108.72 - $120.3 $235K - $259K
2.16K $248K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.36K
+ 7.55%
$54.72 - $58.75 $239K - $256K
62.1K $3.56M
VMC
Vulcan Materials CO

Basic Materials
960
New
$244.64 - $272.07 $235K - $261K
960 $238K
CORT
Corcept Therapeutics Inc

Healthcare
355
+ 1.14%
$22.21 - $34.48 $7.88K - $12.2K
31.4K $1.02M
EVRG
Evergy, Inc.

Utilities
4.37K
New
$49.56 - $55.74 $216K - $243K
4.37K $231K
MU
Micron Technology Inc

Technology
1.25K
+ 26.95%
$106.77 - $153.45 $134K - $192K
5.89K $775K
ENB
Enbridge Inc

Energy
6.66K
+ 41.17%
$32.97 - $37.83 $220K - $252K
22.8K $812K
FMC
Fmc Corp

Basic Materials
3.89K
New
$54.38 - $67.53 $211K - $263K
3.89K $223K
SLP
Simulations Plus, Inc.

Healthcare
4.55K
New
$38.46 - $50.95 $175K - $232K
4.55K $221K
NTRA
Natera, Inc.

Healthcare
2.02K
New
$85.28 - $112.6 $172K - $228K
2.02K $218K
SMLR
Semler Scientific, Inc.

Healthcare
6.36K
New
$21.03 - $40.57 $134K - $258K
6.36K $218K
DHR
Danaher Corp

Healthcare
867
+ 10.94%
$235.51 - $267.98 $204K - $232K
8.79K $2.2M
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