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
FV
First Trust Dorsey Wright Focu

ETFs
3.73K
New
$52.41 - $57.79 $195K - $215K
3.73K $213K
VIS
Vanguard Industrial ETF

ETFs
905
New
$232.2 - $244.04 $210K - $221K
905 $212K
WES
Western Midstream Partners, LP

Energy
5.27K
New
$34.05 - $39.73 $179K - $209K
5.27K $209K
CFG
Citizens Financial Group Inc

Financial Services
5.75K
New
$32.41 - $37.16 $186K - $213K
5.75K $206K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20.5K
+ 5401.32%
$62.41 - $3427.61 $1.28M - $70.2M
20.9K $1.31M
VRT
Vertiv Holdings CO

Industrials
2.35K
New
$75.01 - $106.17 $176K - $249K
2.35K $203K
OGN
Organon & Co.

Healthcare
9.74K
New
$17.45 - $21.96 $170K - $214K
9.74K $201K
NTAP
Net App, Inc.

Technology
1.56K
New
$97.91 - $129.03 $153K - $202K
1.56K $201K
CCL
Carnival Corp

Consumer Cyclical
10.6K
New
$13.9 - $18.72 $147K - $198K
10.6K $198K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
229
+ 12.85%
$392.81 - $485.53 $90K - $111K
2.01K $942K
WMB
Williams Companies, Inc.

Energy
3.38K
+ 24.72%
$37.58 - $43.11 $127K - $146K
17K $724K
NOW
Service Now, Inc.

Technology
153
+ 5.29%
$643.29 - $786.67 $98.4K - $120K
3.05K $2.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.97K
+ 10.42%
$87.78 - $94.67 $261K - $281K
31.5K $2.89M
C
Citigroup Inc

Financial Services
2.94K
+ 38.18%
$57.02 - $64.74 $168K - $190K
10.6K $675K
ORCC
Owl Rock Capital Corp

Financial Services
14K
New
N/A
14K $186K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
491
+ 68.67%
$286.24 - $337.0 $141K - $165K
1.21K $402K
CRS
Carpenter Technology Corp

Industrials
172
+ 4.02%
$71.19 - $112.36 $12.2K - $19.3K
4.45K $487K
MO
Altria Group, Inc.

Consumer Defensive
2.63K
+ 9.24%
$40.75 - $46.83 $107K - $123K
31K $1.41M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.93K
+ 4.95%
$31.14 - $34.36 $91.2K - $101K
62.1K $2.08M
WEN
Wendy'S CO

Consumer Cyclical
10.1K
New
$16.4 - $20.14 $165K - $203K
10.1K $171K
XLF
Financial Sector Spdr

ETFs
4.55K
+ 25.49%
$39.59 - $42.49 $180K - $193K
22.4K $921K
ELV
Elevance Health, Inc.

Healthcare
243
+ 15.08%
$497.49 - $547.8 $121K - $133K
1.85K $1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.21K
+ 9.32%
$94.27 - $104.77 $114K - $127K
14.2K $1.47M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
820
+ 22.15%
$169.52 - $183.86 $139K - $151K
4.52K $828K
EPD
Enterprise Products Partners L.P.

Energy
6.1K
+ 8.4%
$27.74 - $29.88 $169K - $182K
78.8K $2.28M
CEG
Constellation Energy Corp

Utilities
153
+ 1.81%
$180.9 - $231.27 $27.7K - $35.4K
8.6K $1.72M
AZN
Astrazeneca PLC

Healthcare
961
+ 11.97%
$66.81 - $80.83 $64.2K - $77.7K
8.99K $700K
MCK
Mckesson Corp

Healthcare
86
+ 3.83%
$518.81 - $607.81 $44.6K - $52.3K
2.33K $1.36M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.1K
+ 37.1%
$127.68 - $150.38 $141K - $166K
4.07K $591K
PK
Park Hotels & Resorts Inc.

Real Estate
10.4K
New
$14.63 - $17.77 $152K - $184K
10.4K $155K
GD
General Dynamics Corp

Industrials
228
+ 1.97%
$281.11 - $300.23 $64.1K - $68.5K
11.8K $3.43M
PAA
Plains All American Pipeline LP

Energy
8K
+ 26.06%
$16.55 - $18.88 $132K - $151K
38.7K $691K
LYFT
Lyft, Inc.

Technology
10.8K
New
$13.33 - $19.52 $144K - $210K
10.8K $151K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.6K
New
$12.6 - $13.67 $146K - $159K
11.6K $150K
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.01%
$104.94 - $113.51 $840 - $908
69.9K $7.87M
CNHI
Cnh Industrial N.V.

Industrials
14.6K
New
$0.0 - $13.13 $0 - $191K
14.6K $147K
CME
Cme Group Inc.

Financial Services
1.05K
+ 32.08%
$194.1 - $216.77 $204K - $228K
4.32K $849K
VHT
Vanguard Health Care ETF

ETFs
609
+ 15.04%
$252.83 - $269.37 $154K - $164K
4.66K $1.24M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.43K
+ 47.18%
$25.39 - $27.96 $113K - $124K
13.8K $380K
PINS
Pinterest, Inc.

Communication Services
503
+ 4.28%
$32.4 - $44.98 $16.3K - $22.6K
12.2K $539K
XEL
Xcel Energy Inc

Utilities
2.56K
+ 13.6%
$52.53 - $56.74 $134K - $145K
21.4K $1.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
787
+ 10.28%
$108.69 - $119.84 $85.5K - $94.3K
8.45K $1.01M
MPWR
Monolithic Power Systems Inc

Technology
30
+ 4.29%
$591.52 - $852.56 $17.7K - $25.6K
730 $599K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.69K
+ 19.44%
$76.22 - $82.36 $129K - $139K
10.4K $817K
TCS
Container Store Group, Inc.

Consumer Cyclical
224K
New
$0.52 - $1.16 $117K - $260K
224K $120K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.17K
+ 37.09%
$37.62 - $40.69 $119K - $129K
11.7K $458K
MSI
Motorola Solutions, Inc.

Technology
213
+ 18.19%
$336.0 - $390.36 $71.6K - $83.1K
1.38K $534K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
8
+ 1.83%
$801.02 - $1085.0 $6.41K - $8.68K
446 $483K
AMD
Advanced Micro Devices Inc

Technology
1.65K
+ 19.14%
$144.27 - $183.34 $239K - $303K
10.3K $1.67M
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
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