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
MKL
Markel Corp

Financial Services
-72
- 20.93%
$1423.66 - $1663.21 $103K - $120K
272 $428K
EFG
Msci Eafe Growth ETF

ETFs
-210
- 0.45%
$97.17 - $106.25 $20.4K - $22.3K
46.2K $4.73M
ICF
Ishares Tr

ETFs
-1.36K
- 4.82%
$52.54 - $57.29 $71.6K - $78K
26.9K $1.54M
PLD
Prologis, Inc.

Real Estate
-348
- 12.46%
$101.88 - $127.92 $35.5K - $44.5K
2.45K $274K
YUM
Yum Brands Inc

Consumer Cyclical
-74
- 0.61%
$131.96 - $143.19 $9.77K - $10.6K
12K $1.59M
DVN
Devon Energy Corp

Energy
-1.03K
- 8.13%
$45.56 - $54.51 $46.9K - $56.1K
11.6K $552K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.29K
- 10.99%
$6.99 - $8.79 $30K - $37.7K
34.8K $258K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
-6.87K
- 26.51%
$11.01 - $11.56 $75.6K - $79.4K
19K $217K
SYK
Stryker Corp

Healthcare
-76
- 2.86%
$324.3 - $354.67 $24.6K - $27K
2.58K $878K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.47K
- 10.06%
$46.84 - $47.46 $68.9K - $69.8K
13.2K $622K
NGG
National Grid PLC

Utilities
-71
- 1.28%
$55.5 - $73.31 $3.94K - $5.21K
5.47K $310K
MS
Morgan Stanley

Financial Services
-903
- 12.91%
$86.19 - $101.53 $77.8K - $91.7K
6.09K $592K
ZTS
Zoetis Inc.

Healthcare
-510
- 9.7%
$145.54 - $178.83 $74.2K - $91.2K
4.75K $823K
EEM
Ishares Msci Emerging Markets

ETFs
-7.75K
- 4.43%
$39.71 - $43.79 $308K - $339K
167K $7.12M
SO
Southern CO

Utilities
-3.41K
- 9.97%
$67.77 - $80.71 $231K - $275K
30.8K $2.39M
XLV
Select Sector Spdr Fund Health

ETFs
-376
- 7.53%
$138.43 - $147.09 $52K - $55.3K
4.62K $673K
CLX
Clorox CO

Consumer Defensive
-39
- 1.12%
$128.21 - $151.65 $5K - $5.91K
3.46K $471K
XLY
Select Sector Spdr Consumer Di

ETFs
-322
- 13.2%
$169.76 - $184.45 $54.7K - $59.4K
2.12K $386K
EOG
Eog Resources Inc

Energy
-464
- 22.06%
$118.24 - $137.95 $54.9K - $64K
1.64K $206K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-410
- 1.45%
$39.75 - $43.06 $16.3K - $17.7K
27.8K $1.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.09K
- 9.45%
$87.04 - $101.61 $356K - $416K
39.2K $3.95M
VCR
Vanguard Consumer Discretionar

ETFs
-169
- 11.43%
$292.03 - $315.87 $49.4K - $53.4K
1.31K $409K
GS
Goldman Sachs Group Inc

Financial Services
-317
- 13.16%
$389.49 - $470.41 $123K - $149K
2.09K $945K
TTD
Trade Desk, Inc.

Technology
-1.01K
- 25.99%
$77.3 - $99.25 $77.8K - $99.8K
2.86K $279K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.01K
- 4.12%
$55.18 - $59.2 $166K - $178K
69.9K $4.14M
BP
Bp PLC

Energy
-553
- 2.41%
$34.89 - $39.65 $19.3K - $21.9K
22.4K $808K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.28K
- 2.94%
$34.12 - $36.71 $43.7K - $47K
42.3K $1.51M
PAYX
Paychex Inc

Industrials
-248
- 4.09%
$117.39 - $126.98 $29.1K - $31.5K
5.82K $690K
PFE
Pfizer Inc

Healthcare
-3.13K
- 2.06%
$25.26 - $29.6 $79.1K - $92.7K
149K $4.17M
PFG
Principal Financial Group Inc

Financial Services
-118
- 2.12%
$76.66 - $86.01 $9.05K - $10.1K
5.44K $426K
ASML
Asml Holding Nv

Technology
-72
- 15.65%
$852.84 - $1068.86 $61.4K - $77K
388 $396K
DTE
Dte Energy CO

Utilities
-310
- 2.52%
$103.2 - $117.18 $32K - $36.3K
12K $1.33M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-151
- 0.49%
$89.19 - $93.47 $13.5K - $14.1K
30.5K $2.83M
BHP
Bhp Group LTD

Basic Materials
-758
- 16.89%
$55.0 - $61.63 $41.7K - $46.7K
3.73K $212K
SPG
Simon Property Group Inc

Real Estate
-241
- 11.3%
$140.18 - $153.78 $33.8K - $37.1K
1.89K $287K
NVO
Novo Nordisk A S

Healthcare
-938
- 15.14%
$122.71 - $146.91 $115K - $138K
5.26K $750K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-801
- 4.35%
$51.1 - $52.24 $40.9K - $41.8K
17.6K $916K
IWC
Russell Micro Cap ETF

ETFs
-110
- 2.78%
$109.35 - $119.81 $12K - $13.2K
3.84K $437K
SOFI
So Fi Technologies, Inc.

Financial Services
-4.32K
- 25.78%
$6.32 - $7.89 $27.3K - $34.1K
12.4K $82K
WIT
Wipro LTD

Technology
-8.07K
- 29.89%
$5.12 - $6.1 $41.3K - $49.2K
18.9K $115K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-528
- 11.42%
$62.61 - $66.18 $33.1K - $34.9K
4.1K $266K
OMC
Omnicom Group Inc.

Communication Services
-50
- 1.05%
$88.41 - $97.66 $4.42K - $4.88K
4.71K $422K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-463
- 4.2%
$64.45 - $70.67 $29.8K - $32.7K
10.5K $704K
PWR
Quanta Services, Inc.

Industrials
-98
- 4.32%
$243.26 - $283.43 $23.8K - $27.8K
2.17K $551K
VEU
Vanguard Ftse All World Ex Us

ETFs
-595
- 0.46%
$56.22 - $60.47 $33.5K - $36K
129K $7.56M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-780
- 2.18%
$51.14 - $51.64 $39.9K - $40.3K
34.9K $1.8M
INTU
Intuit Inc

Technology
-112
- 2.05%
$562.97 - $670.27 $63.1K - $75.1K
5.35K $3.51M
JCI
Johnson Controls International PLC

Industrials
-603
- 10.07%
$60.47 - $73.9 $36.5K - $44.6K
5.39K $358K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.65K
- 18.58%
$27.2 - $30.7 $44.9K - $50.7K
7.23K $213K
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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