Buckingham Strategic Wealth, LLC Portfolio Holdings

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

Buckingham Strategic Wealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $8.98 Billion distributed in 805 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.2B, Dimensional ETF Tr U S Target with a value of $645M, Dimensional ETF Tr Us Marketwi with a value of $567M, Dimensional ETF Tr U S Equity with a value of $468M, and Ishares Core S&P Total U.S. St with a value of $424M.

Examining the 13F form we can see an increase of $170M in the current position value, from $8.81B to 8.98B.

Buckingham Strategic Wealth, LLC is based out at Clayton, MO

Below you can find more details about Buckingham Strategic Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.98 Billion
ETFs: $7.33 Billion
Technology: $359 Million
Communication Services: $187 Million
Financial Services: $168 Million
Industrials: $161 Million
Consumer Cyclical: $141 Million
Healthcare: $134 Million
Consumer Defensive: $106 Million
Other: $101 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$126 Million 1.4% of portfolio
596,531
Q2 2024 Reduced 4.3%
$3.09T
$89.8 Million 1.0% of portfolio
200,865
Q2 2024 Added 2.27%
$1.54T
$67 Million 0.75% of portfolio
132,946
Q2 2024 Reduced 1.32%
$2.42T
$63.8 Million 0.71% of portfolio
330,228
Q2 2024 Reduced 0.11%
$1.2T
$50.1 Million 0.56% of portfolio
274,908
Q2 2024 Added 0.53%
$615B
$44.9 Million 0.5% of portfolio
110,261
Q2 2024 Added 0.28%
$1.25T
$43.1 Million 0.48% of portfolio
235,086
Q2 2024 Reduced 0.83%
$299B
$36.9 Million 0.41% of portfolio
298,957
Q2 2024 Added 1,014.93%
$573M
$33.6 Million 0.37% of portfolio
838,249
Q1 2024 Added 0.33%
$57.6B
$32.1 Million 0.36% of portfolio
602,940
Q2 2024 Reduced 2.85%
$393B
$30.6 Million 0.34% of portfolio
185,505
Q2 2024 Reduced 3.9%
$445B
$24.8 Million 0.28% of portfolio
215,126
Q2 2024 Added 0.12%
$59.1B
$20.5 Million 0.23% of portfolio
95,588
Q2 2024 Reduced 2.31%
$771B
$18.8 Million 0.21% of portfolio
20,767
Q2 2024 Added 0.5%
$1.28T
$16 Million 0.18% of portfolio
80,746
Q2 2024 Reduced 12.88%
$325B
$15.5 Million 0.17% of portfolio
90,391
Q2 2024 Reduced 2.25%
$784B
$13.5 Million 0.15% of portfolio
66,707
Q2 2024 Reduced 0.78%
$275B
$13.7 Million 0.15% of portfolio
214,680
Q2 2024 Reduced 1.9%
$507B
$12.8 Million 0.14% of portfolio
25,088
Q2 2024 Added 0.2%
$398B
$12.6 Million 0.14% of portfolio
86,032
Q2 2024 Reduced 4.66%
$61B
$11.8 Million 0.13% of portfolio
20,862
Q2 2024 Added 0.11%
$89.6B
$11.3 Million 0.13% of portfolio
7,013
Q2 2024 Reduced 2.2%
$434B
$11 Million 0.12% of portfolio
12,890
Q2 2024 Added 5.26%
$208B
$10.8 Million 0.12% of portfolio
65,206
Q2 2024 Reduced 9.09%
$422B
$10.4 Million 0.12% of portfolio
17
Q2 2024 Reduced 5.56%
$422B
$10.9 Million 0.12% of portfolio
31,573
Q2 2024 Reduced 2.41%
$170B
$10 Million 0.11% of portfolio
22,444
Q2 2024 Reduced 10.24%
$212B
$9.91 Million 0.11% of portfolio
38,887
Q2 2024 Added 2.72%
$266B
$8.55 Million 0.1% of portfolio
126,229
Q2 2024 Reduced 7.81%
$224B
$9.24 Million 0.1% of portfolio
88,934
Q2 2024 Added 0.53%
$79.8B
$9.17 Million 0.1% of portfolio
296,235
Q2 2024 Added 5.07%
$121B
$8.99 Million 0.1% of portfolio
19,243
Q2 2024 Reduced 1.1%
$194B
$7.71 Million 0.09% of portfolio
38,702
Q2 2024 Reduced 0.06%
$105B
$7.66 Million 0.09% of portfolio
42,061
Q2 2024 Added 1.48%
$435B
$7 Million 0.08% of portfolio
10,378
Q2 2024 Reduced 0.86%
$96.9B
$6.83 Million 0.08% of portfolio
90,612
Q2 2024 Added 1.43%
$237B
$7.51 Million 0.08% of portfolio
32,415
Q2 2024 Added 2.04%
$292B
$7.11 Million 0.08% of portfolio
45,440
Q2 2024 Reduced 2.9%
$141B
$6.72 Million 0.07% of portfolio
94,952
Q2 2024 Reduced 7.73%
$196B
$6.38 Million 0.07% of portfolio
19,162
Q2 2024 Reduced 2.29%
$71B
$6.73 Million 0.07% of portfolio
169,497
Q2 2024 Reduced 0.16%
$559B
$6.26 Million 0.07% of portfolio
23,866
Q2 2024 Reduced 0.18%
$249B
$6.55 Million 0.07% of portfolio
137,913
Q2 2024 Reduced 2.49%
$372B
$5.64 Million 0.06% of portfolio
141,728
Q2 2024 Added 1.67%
$229B
$5.05 Million 0.06% of portfolio
29,219
Q2 2024 Added 2.99%
$72.3B
$5.72 Million 0.06% of portfolio
58,945
Q2 2024 Reduced 9.62%
$459B
$5.44 Million 0.06% of portfolio
38,505
Q2 2024 Added 3.32%
$203B
$4.39 Million 0.05% of portfolio
7,909
Q2 2024 Added 8.03%
$144B
$4.37 Million 0.05% of portfolio
11,689
Q2 2024 Reduced 22.58%

Summary

  • Portfolio
  • No. of Stocks 805
  • Current Value $8.98 Billion
  • Prior Value $8.81 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 56 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 314 stocks
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