Buckingham Strategic Wealth, LLC Reduced Holdings in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
-2.16K
- 30.11%
$81.6 - $89.23 $176K - $193K
5.02K $440K
ADP
Automatic Data Processing Inc

Industrials
-267
- 2.13%
$237.3 - $254.02 $63.4K - $67.8K
12.3K $2.94M
BALL
Ball Corp

Consumer Cyclical
-2.5K
- 36.43%
$60.02 - $70.72 $150K - $177K
4.36K $261K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.26K
- 37.08%
$44.66 - $45.99 $190K - $196K
7.23K $329K
BNDX
Vanguard Total International B

ETFs
-3.75K
- 15.12%
$48.24 - $49.07 $181K - $184K
21K $1.02M
XT
Ishares Tr Exponential Technol

ETFs
-3.17K
- 34.33%
$54.45 - $59.72 $172K - $189K
6.06K $356K
MDT
Medtronic PLC

Healthcare
-515
- 2.91%
$78.71 - $87.02 $40.5K - $44.8K
17.2K $1.35M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.01K
- 1.32%
$34.2 - $36.64 $68.7K - $73.6K
150K $5.26M
FDX
Fedex Corp

Industrials
-820
- 13.46%
$245.11 - $299.84 $201K - $246K
5.27K $1.58M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.08K
- 1.33%
$33.97 - $36.16 $70.6K - $75.2K
154K $5.34M
KXI
Ishares Tr Global Consumer Sta

ETFs
-2.75K
- 35.27%
$58.02 - $62.89 $160K - $173K
5.06K $303K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.23K
- 32.08%
$121.57 - $132.2 $150K - $163K
2.61K $335K
CDNS
Cadence Design Systems Inc

Technology
-419
- 4.28%
$274.55 - $326.5 $115K - $137K
9.37K $2.88M
HON
Honeywell International Inc

Industrials
-1.53K
- 7.75%
$190.36 - $215.89 $291K - $330K
18.2K $3.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-770
- 2.58%
$114.71 - $121.51 $88.3K - $93.6K
29.1K $3.45M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.49K
- 5.88%
$112.27 - $120.96 $167K - $180K
23.8K $2.79M
EW
Edwards Lifesciences Corp

Healthcare
-1.04K
- 5.33%
$84.3 - $94.31 $87.5K - $97.9K
18.4K $1.7M
CL
Colgate Palmolive CO

Consumer Defensive
-6.28K
- 9.62%
$85.85 - $98.99 $539K - $621K
58.9K $5.72M
GILD
Gilead Sciences, Inc.

Healthcare
-1.79K
- 31.5%
$63.15 - $72.88 $113K - $131K
3.9K $267K
DG
Dollar General Corp

Consumer Defensive
-366
- 8.65%
$124.12 - $159.55 $45.4K - $58.4K
3.87K $511K
VIG
Vanguard Dividend Appreciation

ETFs
-764
- 0.72%
$173.33 - $185.29 $132K - $142K
106K $19.3M
VPU
Vanguard Utilities ETF

ETFs
-1.07K
- 35.54%
$136.04 - $157.94 $145K - $169K
1.94K $286K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.26K
- 3.72%
$52.82 - $57.21 $66.4K - $71.9K
32.5K $1.78M
WM
Waste Management Inc

Industrials
-663
- 7.54%
$200.55 - $213.34 $133K - $141K
8.13K $1.73M
CNI
Canadian National Railway CO

Industrials
-745
- 19.87%
$116.77 - $131.52 $87K - $98K
3K $354K
GIS
General Mills Inc

Consumer Defensive
-714
- 5.38%
$63.26 - $71.61 $45.2K - $51.1K
12.6K $794K
VOT
Vanguard Mid Cap Growth Index

ETFs
-246
- 2.05%
$218.75 - $234.97 $53.8K - $57.8K
11.7K $2.7M
RELY
Remitly Global, Inc.

Technology
-8
- 0.05%
$11.61 - $21.16 $92.9 - $169
15.1K $182K
IDXX
Idexx Laboratories Inc

Healthcare
-23
- 1.03%
$468.04 - $548.53 $10.8K - $12.6K
2.21K $1.08M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-2.81K
- 22.27%
$25.05 - $30.75 $70.3K - $86.3K
9.79K $268K
FISV
Fiserv Inc

Technology
-988
- 5.64%
N/A
16.5K $2.07M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.27K
- 10.34%
$18.53 - $20.2 $97.6K - $106K
45.7K $912K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-3.25K
- 14.07%
$30.89 - $32.89 $100K - $107K
19.8K $629K
F
Ford Motor CO

Consumer Cyclical
-4.52K
- 5.38%
$11.56 - $13.65 $52.3K - $61.8K
79.6K $997K
AMT
American Tower Corp

Real Estate
-420
- 3.71%
$171.0 - $200.41 $71.8K - $84.2K
10.9K $2.12M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-210
- 2.83%
$245.29 - $268.7 $51.5K - $56.4K
7.21K $1.89M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.79K
- 1.78%
$47.85 - $49.0 $85.6K - $87.7K
98.8K $4.82M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.6K
- 13.62%
$63.87 - $67.55 $102K - $108K
10.1K $679K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.77K
- 10.36%
$28.65 - $28.88 $108K - $109K
32.6K $940K
SLB
Schlumberger Limited

Energy
-766
- 8.44%
$43.0 - $55.22 $32.9K - $42.3K
8.31K $392K
XLE
Energy Sector Spdr

ETFs
-329
- 1.45%
$88.04 - $98.08 $29K - $32.3K
22.4K $2.04M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.1K
- 11.96%
$74.36 - $78.65 $81.4K - $86.1K
8.06K $617K
MKC
Mccormick & CO Inc

Consumer Defensive
-47
- 0.28%
$67.67 - $78.27 $3.18K - $3.68K
16.6K $1.18M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.31K
- 6.78%
$34.19 - $36.51 $78.9K - $84.2K
31.7K $1.11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.6K
- 7.4%
$39.75 - $43.15 $63.8K - $69.2K
20.1K $833K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-94
- 0.9%
$30.84 - $40.19 $2.9K - $3.78K
10.4K $319K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-664
- 15.19%
$173.58 - $198.8 $115K - $132K
3.71K $722K
NVS
Novartis Ag

Healthcare
-2.3K
- 15.0%
$92.57 - $107.37 $213K - $247K
13K $1.39M
RWX
Spdr Dow Jones International R

ETFs
-2.57K
- 15.65%
$23.94 - $25.98 $61.5K - $66.7K
13.8K $331K
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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