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
WPC
W. P. Carey Inc.

Real Estate
80
+ 2.08%
$53.32 - $60.11 $4.27K - $4.81K
3.93K $216K
IEF
Ishares Barclays

ETFs
5
+ 0.21%
$91.24 - $94.6 $456 - $473
2.34K $218K
APH
Amphenol Corp

Technology
2.11K
+ 70.37%
$67.16 - $136.4 $142K - $288K
5.11K $343K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
51
+ 1.48%
$82.22 - $94.12 $4.19K - $4.8K
3.5K $324K
ESGR
Enstar Group LTD

Financial Services
11
+ 0.77%
$276.68 - $314.83 $3.04K - $3.46K
1.43K $438K
LYB
Lyondell Basell Industries N.V.

Basic Materials
123
+ 5.01%
$93.54 - $105.86 $11.5K - $13K
2.58K $246K
RWR
Spdr Dow Jones Reit ETF

ETFs
1
+ 0.02%
$86.34 - $93.97 $86.3 - $94
5.17K $481K
DVY
Ishares Tr

ETFs
10
+ 0.37%
$115.73 - $125.75 $1.16K - $1.26K
2.69K $325K
INTF
Ishares Tr

ETFs
405
+ 1.36%
$28.57 - $30.77 $11.6K - $12.5K
30.1K $881K
FCF
First Commonwealth Financial Corp

Financial Services
22
+ 0.04%
$12.53 - $14.24 $276 - $313
58.9K $814K
PWV
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.43%
$54.01 - $56.78 $1.19K - $1.25K
5.15K $283K
TXT
Textron Inc

Industrials
212
+ 8.21%
$84.59 - $96.98 $17.9K - $20.6K
2.79K $239K
VDE
Vanguard Energy ETF

ETFs
191
+ 2.3%
$123.17 - $136.7 $23.5K - $26.1K
8.5K $1.08M
ES
Eversource Energy

Utilities
72
+ 1.55%
$56.71 - $61.92 $4.08K - $4.46K
4.73K $268K
OXY
Occidental Petroleum Corp

Energy
124
+ 1.29%
$59.48 - $69.26 $7.38K - $8.59K
9.76K $614K
GE
General Electric CO

Industrials
1.27K
+ 9.9%
$136.47 - $175.36 $173K - $222K
14.1K $2.23M
CMS
Cms Energy Corp

Utilities
134
+ 0.55%
$56.89 - $63.24 $7.62K - $8.47K
24.4K $1.45M
IJK
Ishares S&P Midcap 400 Growth

ETFs
131
+ 1.71%
$84.85 - $91.12 $11.1K - $11.9K
7.81K $688K
PH
Parker Hannifin Corp

Industrials
59
+ 6.91%
$502.63 - $566.67 $29.7K - $33.4K
913 $461K
TMO
Thermo Fisher Scientific Inc.

Healthcare
288
+ 4.71%
$541.52 - $599.02 $156K - $173K
6.4K $3.54M
IWS
Ishares Russell Midcap Value E

ETFs
80
+ 1.56%
$117.31 - $125.13 $9.38K - $10K
5.22K $630K
AZO
Autozone Inc

Consumer Cyclical
6
+ 3.17%
$2739.1 - $3170.04 $16.4K - $19K
195 $577K
CI
Cigna Corp

Healthcare
461
+ 8.75%
$330.57 - $364.08 $152K - $168K
5.73K $1.89M
WTW
Willis Towers Watson PLC

Financial Services
6
+ 0.37%
$249.68 - $273.44 $1.5K - $1.64K
1.61K $422K
MET
Metlife Inc

Financial Services
47
+ 0.78%
$68.55 - $74.22 $3.22K - $3.49K
6.08K $426K
CTRA
Coterra Energy Inc.

Energy
712
+ 2.16%
$26.62 - $28.52 $19K - $20.3K
33.7K $899K
HSY
Hershey CO

Consumer Defensive
418
+ 4.51%
$182.0 - $209.51 $76.1K - $87.6K
9.68K $1.78M
VOE
Vanguard Mid Cap Value Index F

ETFs
89
+ 1.38%
$146.82 - $155.77 $13.1K - $13.9K
6.55K $984K
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 0.67%
$279.2 - $321.33 $1.4K - $1.61K
752 $212K
KEYS
Keysight Technologies, Inc.

Technology
506
+ 10.57%
$135.22 - $160.14 $68.4K - $81K
5.29K $723K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
62
+ 0.34%
$30.34 - $32.53 $1.88K - $2.02K
18.2K $566K
DRI
Darden Restaurants Inc

Consumer Cyclical
7
+ 0.36%
$145.98 - $167.24 $1.02K - $1.17K
1.95K $295K
CTVA
Corteva, Inc.

Basic Materials
134
+ 1.35%
$51.18 - $57.83 $6.86K - $7.75K
10.1K $543K
CMI
Cummins Inc

Industrials
150
+ 3.62%
$266.48 - $302.86 $40K - $45.4K
4.29K $1.19M
RSP
Invesco S&P 500 Equal Weight E

ETFs
92
+ 1.02%
$159.21 - $168.37 $14.6K - $15.5K
9.15K $1.5M
SIRI
Sirius Xm Holdings Inc.

Communication Services
3.19K
+ 7.82%
$2.53 - $3.83 $8.07K - $12.2K
44K $124K
VLO
Valero Energy Corp

Energy
430
+ 5.55%
$148.38 - $183.39 $63.8K - $78.9K
8.18K $1.28M
DEO
Diageo PLC

Consumer Defensive
26
+ 1.26%
$126.08 - $149.08 $3.28K - $3.88K
2.1K $264K
EGHT
8 X8 Inc

Technology
2.14K
+ 2.14%
$1.88 - $2.97 $4.03K - $6.37K
102K $226K
KHC
Kraft Heinz CO

Consumer Defensive
64
+ 0.59%
$32.22 - $38.65 $2.06K - $2.47K
10.9K $352K
AVLV
American Centy ETF Tr Avantis
803
+ 1.12%
$60.74 - $64.14 $48.8K - $51.5K
72.2K $4.54M
AFRM
Affirm Holdings, Inc.

Technology
46
+ 0.6%
$28.72 - $36.02 $1.32K - $1.66K
7.74K $233K
DOW
Dow Inc.

Basic Materials
272
+ 1.89%
$52.96 - $59.99 $14.4K - $16.3K
14.6K $775K
EXC
Exelon Corp

Utilities
388
+ 1.64%
$34.61 - $38.73 $13.4K - $15K
24K $830K
PYPL
Pay Pal Holdings, Inc.

Financial Services
217
+ 2.75%
$58.03 - $67.92 $12.6K - $14.7K
8.1K $470K
ODFL
Old Dominion Freight Line, Inc.

Industrials
63
+ 3.64%
$168.53 - $224.69 $10.6K - $14.2K
1.8K $316K
SHOP
Shopify Inc.

Technology
698
+ 6.73%
$56.97 - $78.19 $39.8K - $54.6K
11.1K $730K
KR
Kroger CO

Consumer Defensive
661
+ 4.55%
$49.37 - $57.82 $32.6K - $38.2K
15.2K $758K
ALL
Allstate Corp

Financial Services
110
+ 1.56%
$157.07 - $175.41 $17.3K - $19.3K
7.15K $1.14M
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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