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
VUSB
Vanguard Bd Index Fds
-314
- 3.06%
N/A
9.94K $0
Fidelity Wise Origin Bitcoin
-154
- 3.26%
N/A
4.57K $0
Canadian Pacific Kansas City
-53
- 0.89%
N/A
5.92K $0
SNV
Synovus Financial Corp

Financial Services
-4
- 0.06%
$33.9 - $40.19 $136 - $161
6.83K $274K
MFC
Manulife Financial Corp

Financial Services
-1.29K
- 5.88%
$22.78 - $26.69 $29.4K - $34.5K
20.7K $550K
CHKP
Check Point Software Technologies LTD

Technology
-2
- 0.12%
$146.79 - $165.0 $294 - $330
1.73K $285K
AFL
Aflac Inc

Financial Services
-533
- 3.66%
$79.64 - $90.43 $42.4K - $48.2K
14K $1.25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-300
- 4.27%
$32.03 - $37.24 $9.61K - $11.2K
6.72K $228K
DDOG
Datadog, Inc.

Technology
-16
- 0.91%
$108.84 - $131.45 $1.74K - $2.1K
1.73K $224K
LHX
L3 Harris Technologies, Inc.

Industrials
-152
- 4.15%
$200.34 - $226.69 $30.5K - $34.5K
3.52K $789K
APD
Air Products & Chemicals, Inc.

Basic Materials
-117
- 4.28%
$227.76 - $285.31 $26.6K - $33.4K
2.62K $675K
CBSH
Commerce Bancshares Inc

Financial Services
-57
- 0.7%
$51.23 - $57.08 $2.92K - $3.25K
8.12K $452K
UL
Unilever PLC

Consumer Defensive
-324
- 3.79%
$46.47 - $56.38 $15.1K - $18.3K
8.23K $452K
JPM
Jpmorgan Chase & CO

Financial Services
-526
- 0.78%
$180.08 - $204.79 $94.7K - $108K
66.7K $13.5M
GLW
Corning Inc

Technology
-785
- 7.83%
$30.91 - $40.21 $24.3K - $31.6K
9.25K $359K
MTTR
Matterport, Inc.

Technology
-2.46K
- 12.91%
$1.74 - $4.8 $4.28K - $11.8K
16.6K $74K
IYW
Ishares Dj Us Tech ETF

ETFs
-97
- 3.15%
$124.75 - $153.46 $12.1K - $14.9K
2.99K $449K
MRNA
Moderna, Inc.

Healthcare
-13
- 0.45%
$101.21 - $166.61 $1.32K - $2.17K
2.89K $343K
SHEL
Shell PLC

Energy
-101
- 1.25%
$67.92 - $74.17 $6.86K - $7.49K
7.97K $574K
REZ
Ishares Tr Residential And Mul

ETFs
-54
- 0.62%
$68.06 - $77.1 $3.68K - $4.16K
8.72K $671K
WFC
Wells Fargo & Company

Financial Services
-521
- 0.98%
$56.41 - $62.34 $29.4K - $32.5K
52.5K $3.12M
PLTR
Palantir Technologies Inc.

Technology
-1.01K
- 3.18%
$20.47 - $25.82 $20.7K - $26.1K
30.8K $779K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-443
- 1.08%
$60.69 - $66.83 $26.9K - $29.6K
40.4K $2.68M
TER
Teradyne, Inc

Technology
-77
- 3.26%
$95.97 - $151.75 $7.39K - $11.7K
2.28K $338K
TDG
Trans Digm Group Inc

Industrials
-4
- 0.21%
$1187.7 - $1362.3 $4.75K - $5.45K
1.91K $2.44M
TT
Trane Technologies PLC

Industrials
-149
- 3.14%
$288.27 - $345.38 $43K - $51.5K
4.59K $1.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
-77
- 0.58%
$81.38 - $94.58 $6.27K - $7.28K
13.2K $1.24M
TMUS
T Mobile Us, Inc.

Communication Services
-44
- 0.57%
$159.79 - $180.69 $7.03K - $7.95K
7.7K $1.36M
FSLR
First Solar, Inc.

Technology
-27
- 1.44%
$166.73 - $300.71 $4.5K - $8.12K
1.85K $418K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.83K
- 3.13%
$24.67 - $27.2 $168K - $186K
211K $5.61M
RTX
Raytheon Technologies Corp

Industrials
-115
- 0.28%
$97.55 - $108.44 $11.2K - $12.5K
40.7K $4.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-495
- 0.57%
$57.57 - $63.3 $28.5K - $31.3K
86.9K $5.46M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-4.04K
- 1.82%
$28.28 - $31.13 $114K - $126K
218K $6.69M
LMT
Lockheed Martin Corp

Industrials
-215
- 1.1%
$447.57 - $471.51 $96.2K - $101K
19.2K $8.99M
OEF
Ishares S&P 100 ETF

ETFs
-180
- 1.63%
$234.68 - $265.99 $42.2K - $47.9K
10.9K $2.87M
NEE
Nextera Energy Inc

Utilities
-7.95K
- 7.73%
$61.7 - $80.02 $491K - $636K
95K $6.72M
ADI
Analog Devices Inc

Technology
-208
- 3.15%
$183.36 - $240.16 $38.1K - $50K
6.39K $1.46M
SLV
I Shares Silver Trust

ETFs
-1.51K
- 2.57%
$22.86 - $29.27 $34.5K - $44.1K
57.2K $1.52M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.54K
- 2.17%
$58.7 - $64.78 $325K - $359K
250K $16.1M
TXN
Texas Instruments Inc

Technology
-761
- 4.3%
$159.68 - $202.54 $122K - $154K
16.9K $3.29M
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 0.28%
$88.6 - $104.24 $5.49K - $6.46K
22.4K $2.27M
KO
Coca Cola CO

Consumer Defensive
-4.16K
- 1.9%
$58.06 - $64.15 $241K - $267K
215K $13.7M
AMGN
Amgen Inc

Healthcare
-251
- 1.93%
$262.75 - $319.31 $66K - $80.1K
12.8K $3.99M
LRCX
Lam Research Corp

Technology
-90
- 2.14%
$868.07 - $1089.58 $78.1K - $98.1K
4.12K $4.38M
WMT
Walmart Inc.

Consumer Defensive
-10.7K
- 7.81%
$58.85 - $68.9 $630K - $737K
126K $8.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.29K
- 4.34%
$79.31 - $93.31 $261K - $307K
72.5K $6.71M
PANW
Palo Alto Networks Inc

Technology
-137
- 2.03%
$265.2 - $340.82 $36.3K - $46.7K
6.61K $2.24M
IWV
Ishares Russell 3000 ETF

ETFs
-380
- 0.73%
$283.16 - $309.9 $108K - $118K
51.5K $15.9M
ANET
Arista Networks, Inc.

Technology
-133
- 1.68%
$245.47 - $350.48 $32.6K - $46.6K
7.79K $2.73M
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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