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
TTE
Total Energies Se

Energy
-215
- 2.55%
$65.76 - $74.56 $14.1K - $16K
8.21K $547K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-329
- 14.14%
$170.63 - $199.67 $56.1K - $65.7K
2K $393K
VTRS
Viatris Inc

Healthcare
-962
- 6.08%
$10.05 - $12.02 $9.67K - $11.6K
14.9K $158K
BEP
Brookfield Renewable Partners L.P.

Utilities
-2K
- 15.86%
$20.01 - $28.6 $40K - $57.2K
10.6K $262K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-1.99K
- 8.82%
$20.0 - $21.51 $39.7K - $42.7K
20.5K $417K
PFF
Ishares Trust Ishares Pfd And

ETFs
-263
- 0.85%
$30.65 - $32.13 $8.06K - $8.45K
30.6K $964K
XLB
Select Sector Spdr Fd Material

ETFs
-93
- 2.3%
$88.28 - $93.06 $8.21K - $8.65K
3.96K $349K
GIB
Cgi Inc

Technology
-1
- 0.04%
$98.05 - $109.92 $98.1 - $110
2.31K $230K
XLP
Consumer Staples Sector Spdr

ETFs
-349
- 4.4%
$73.08 - $78.4 $25.5K - $27.4K
7.59K $581K
AEP
American Electric Power CO Inc

Utilities
-548
- 3.9%
$79.51 - $92.67 $43.6K - $50.8K
13.5K $1.18M
STZ
Constellation Brands, Inc.

Consumer Defensive
-46
- 5.56%
$243.97 - $268.34 $11.2K - $12.3K
782 $201K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-3
- 0.03%
$95.3 - $104.42 $286 - $313
9.36K $940K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-31
- 1.01%
$146.54 - $161.4 $4.54K - $5K
3.05K $473K
HBAN
Huntington Bancshares Inc

Financial Services
-835
- 5.05%
$12.34 - $14.26 $10.3K - $11.9K
15.7K $206K
AME
Ametek Inc

Industrials
-7
- 0.53%
$163.34 - $182.22 $1.14K - $1.28K
1.32K $219K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-282
- 6.57%
$76.35 - $77.35 $21.5K - $21.8K
4.01K $309K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-22
- 0.19%
$9.64 - $11.95 $212 - $263
11.4K $114K
HES
Hess Corp

Energy
-44
- 1.49%
$143.33 - $163.13 $6.31K - $7.18K
2.9K $428K
COF
Capital One Financial Corp

Financial Services
-33
- 2.19%
$133.7 - $148.87 $4.41K - $4.91K
1.47K $203K
ABC
Amerisourcebergen Corp

Healthcare
-107
- 8.91%
N/A
1.09K $202K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-209
- 2.85%
$47.37 - $50.09 $9.9K - $10.5K
7.14K $347K
INFY
Infosys LTD

Technology
-1.47K
- 11.56%
$16.51 - $18.63 $24.3K - $27.5K
11.3K $210K
XLU
Utilities Sector Spdr

ETFs
-487
- 7.47%
$62.77 - $72.87 $30.6K - $35.5K
6.03K $411K
ED
Consolidated Edison Inc

Utilities
-30
- 0.29%
$87.42 - $98.12 $2.62K - $2.94K
10.4K $925K
DFS
Discover Financial Services

Financial Services
-126
- 6.05%
$119.57 - $130.81 $15.1K - $16.5K
1.96K $255K
WEC
Wec Energy Group, Inc.

Utilities
-70
- 2.4%
$77.8 - $85.58 $5.45K - $5.99K
2.84K $222K
IR
Ingersoll Rand Inc.

Industrials
-3
- 0.08%
$86.72 - $96.28 $260 - $289
3.59K $325K
SCHW
Schwab Charles Corp

Financial Services
-619
- 2.62%
$70.03 - $78.9 $43.3K - $48.8K
23K $1.69M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-80
- 2.23%
$57.14 - $67.42 $4.57K - $5.39K
3.51K $204K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-168
- 0.47%
$11.3 - $11.9 $1.9K - $2K
35.3K $407K
ICLN
Ishares

ETFs
-176
- 1.1%
$13.02 - $15.08 $2.29K - $2.65K
15.9K $211K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-107
- 3.47%
$100.94 - $106.2 $10.8K - $11.4K
2.97K $311K
LNT
Alliant Energy Corp

Utilities
-305
- 3.44%
$47.4 - $52.12 $14.5K - $15.9K
8.56K $435K
KIND
Nextdoor Holdings, Inc.

Communication Services
-13.3K
- 25.43%
$1.93 - $2.78 $25.7K - $37.1K
39.1K $108K
SAN
Banco Santander, S.A.

Financial Services
-776
- 2.89%
$4.57 - $5.25 $3.55K - $4.07K
26.1K $120K
REI
Ring Energy, Inc.

Energy
-2.41K
- 15.71%
$1.54 - $2.12 $3.7K - $5.1K
12.9K $21K
IBB
Ishares Biotechnology ETF

ETFs
-60
- 2.45%
$124.64 - $139.96 $7.48K - $8.4K
2.39K $327K
RIO
Rio Tinto PLC

Basic Materials
-360
- 4.96%
$63.0 - $73.61 $22.7K - $26.5K
6.9K $454K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-130
- 3.21%
$196.29 - $215.75 $25.5K - $28K
3.92K $826K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.36K
- 6.62%
$123.89 - $141.67 $168K - $193K
19.2K $2.65M
VVV
Valvoline Inc

Energy
-13
- 0.25%
$39.54 - $44.77 $514 - $582
5.19K $224K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-46
- 1.12%
$68.82 - $88.54 $3.17K - $4.07K
4.05K $291K
NXPI
Nxp Semiconductors N.V.

Technology
-74
- 9.0%
$215.12 - $282.99 $15.9K - $20.9K
748 $201K
Veralto Corp
-130
- 5.49%
N/A
2.24K $0
Arcadium Lithium PLC
-96
- 0.61%
N/A
15.6K $0
Brookfield Corp
-829
- 12.35%
N/A
5.88K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-59.5K
- 58.23%
N/A
42.7K $0
Gsk PLC
-478
- 3.25%
N/A
14.2K $0
Ishares Bitcoin Tr
-403
- 5.85%
N/A
6.48K $0
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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