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
TRV
Travelers Companies, Inc.

Financial Services
170
+ 4.0%
$203.34 - $230.89 $34.6K - $39.3K
4.42K $899K
IWP
Ishares Russell Mid Cap Growth

ETFs
28
+ 0.13%
$105.7 - $113.43 $2.96K - $3.18K
21.9K $2.42M
AGCO
Agco Corp

Industrials
443
+ 8.56%
$97.88 - $125.37 $43.4K - $55.5K
5.62K $549K
AON
Aon PLC

Financial Services
5
+ 0.23%
$275.82 - $329.64 $1.38K - $1.65K
2.23K $653K
GWW
W.W. Grainger, Inc.

Industrials
15
+ 1.68%
$879.03 - $1014.83 $13.2K - $15.2K
908 $819K
HUBB
Hubbell Inc

Industrials
18
+ 0.91%
$365.48 - $424.4 $6.58K - $7.64K
2K $730K
VBK
Vanguard Small Cap Growth ETF

ETFs
17
+ 0.17%
$237.63 - $258.31 $4.04K - $4.39K
10.1K $2.53M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
44
+ 0.96%
$106.25 - $130.01 $4.68K - $5.72K
4.6K $499K
ROK
Rockwell Automation, Inc

Industrials
49
+ 0.68%
$254.39 - $288.52 $12.5K - $14.1K
7.28K $2M
AVIV
American Centy ETF Tr Avantis
288
+ 0.38%
$52.26 - $55.37 $15.1K - $15.9K
76.7K $4.02M
HAL
Halliburton CO

Energy
66
+ 0.3%
$32.92 - $41.24 $2.17K - $2.72K
22K $744K
CVS
Cvs Health Corp

Healthcare
1.95K
+ 16.46%
$53.63 - $79.56 $105K - $155K
13.8K $816K
CBRE
Cbre Group, Inc.

Real Estate
3
+ 0.02%
$84.9 - $96.51 $255 - $290
17.5K $1.56M
PPG
Ppg Industries Inc

Basic Materials
96
+ 1.17%
$124.9 - $143.38 $12K - $13.8K
8.28K $1.04M
SNA
Snap On Inc

Industrials
45
+ 0.96%
$258.91 - $294.63 $11.7K - $13.3K
4.73K $1.24M
TGT
Target Corp

Consumer Defensive
516
+ 5.83%
$141.16 - $177.82 $72.8K - $91.8K
9.36K $1.39M
XOM
Exxon Mobil Corp

Energy
265
+ 0.12%
$108.36 - $122.2 $28.7K - $32.4K
215K $24.8M
LOW
Lowes Companies Inc

Consumer Cyclical
589
+ 5.84%
$214.27 - $249.28 $126K - $147K
10.7K $2.36M
CPRT
Copart Inc

Consumer Cyclical
1.15K
+ 1.53%
$52.14 - $58.07 $59.7K - $66.5K
76.1K $4.12M
SBUX
Starbucks Corp

Consumer Cyclical
1.38K
+ 5.33%
$72.5 - $91.53 $99.8K - $126K
27.2K $2.12M
PSX
Phillips 66

Energy
91
+ 0.78%
$135.85 - $172.71 $12.4K - $15.7K
11.8K $1.66M
MPC
Marathon Petroleum Corp

Energy
162
+ 1.59%
$168.76 - $219.13 $27.3K - $35.5K
10.3K $1.79M
UPS
United Parcel Service Inc

Industrials
46
+ 0.2%
$134.2 - $152.27 $6.17K - $7K
23.4K $3.2M
EXAS
Exact Sciences Corp

Healthcare
5
+ 0.05%
$41.33 - $74.26 $207 - $371
10.2K $429K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.8K
+ 4.52%
$76.01 - $82.53 $894K - $970K
272K $21.3M
BA
Boeing CO

Industrials
612
+ 1.48%
$164.33 - $191.42 $101K - $117K
42.1K $7.66M
IBM
International Business Machines Corp

Technology
847
+ 2.99%
$164.43 - $190.9 $139K - $162K
29.2K $5.05M
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
+ 2.72%
$249.37 - $280.22 $257K - $289K
38.9K $9.91M
ABT
Abbott Laboratories

Healthcare
473
+ 0.53%
$100.73 - $112.44 $47.6K - $53.2K
88.9K $9.24M
DIS
Walt Disney CO

Communication Services
1.15K
+ 2.81%
$99.29 - $122.82 $114K - $141K
42.1K $4.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
307
+ 0.28%
$396.73 - $420.24 $122K - $129K
110K $44.9M
NKE
Nike, Inc.

Consumer Cyclical
1.28K
+ 1.43%
$75.37 - $97.18 $96.5K - $124K
90.6K $6.83M
INTC
Intel Corp

Technology
14.3K
+ 5.07%
$29.85 - $44.52 $427K - $636K
296K $9.17M
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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