Buckingham Strategic Wealth, LLC Incresed Positions in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PRCT
Procept Bio Robotics Corp

Healthcare
2.46K
+ 12.01%
$45.73 - $69.19 $113K - $170K
23K $1.4M
DOV
Dover Corp

Industrials
2.01K
+ 89.39%
$168.61 - $187.55 $338K - $376K
4.25K $766K
FRPT
Freshpet, Inc.

Consumer Defensive
70
+ 0.26%
$103.84 - $132.06 $7.27K - $9.24K
26.6K $3.44M
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
DHI
Horton D R Inc

Consumer Cyclical
2.7K
+ 162.92%
$139.4 - $161.88 $376K - $437K
4.35K $613K
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
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
AXP
American Express CO

Financial Services
648
+ 2.04%
$217.5 - $243.08 $141K - $158K
32.4K $7.51M
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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.36K
+ 7.55%
$54.72 - $58.75 $239K - $256K
62.1K $3.56M
CORT
Corcept Therapeutics Inc

Healthcare
355
+ 1.14%
$22.21 - $34.48 $7.88K - $12.2K
31.4K $1.02M
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
DHR
Danaher Corp

Healthcare
867
+ 10.94%
$235.51 - $267.98 $204K - $232K
8.79K $2.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
20.5K
+ 5401.32%
$62.41 - $3427.61 $1.28M - $70.2M
20.9K $1.31M
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.97K
+ 10.42%
$87.78 - $94.67 $261K - $281K
31.5K $2.89M
NOW
Service Now, Inc.

Technology
153
+ 5.29%
$643.29 - $786.67 $98.4K - $120K
3.05K $2.4M
C
Citigroup Inc

Financial Services
2.94K
+ 38.18%
$57.02 - $64.74 $168K - $190K
10.6K $675K
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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.93K
+ 4.95%
$31.14 - $34.36 $91.2K - $101K
62.1K $2.08M
MO
Altria Group, Inc.

Consumer Defensive
2.63K
+ 9.24%
$40.75 - $46.83 $107K - $123K
31K $1.41M
ELV
Elevance Health, Inc.

Healthcare
243
+ 15.08%
$497.49 - $547.8 $121K - $133K
1.85K $1M
XLF
Financial Sector Spdr

ETFs
4.55K
+ 25.49%
$39.59 - $42.49 $180K - $193K
22.4K $921K
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
ROST
Ross Stores, Inc.

Consumer Cyclical
1.1K
+ 37.1%
$127.68 - $150.38 $141K - $166K
4.07K $591K
MCK
Mckesson Corp

Healthcare
86
+ 3.83%
$518.81 - $607.81 $44.6K - $52.3K
2.33K $1.36M
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
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.01%
$104.94 - $113.51 $840 - $908
69.9K $7.87M
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
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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