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
$539B
$4.07 Million 0.05% of portfolio
9,232
Q2 2024 Reduced 0.4%
$82.7B
$4.39 Million 0.05% of portfolio
39,860
Q2 2024 Reduced 1.92%
$143B
$4.74 Million 0.05% of portfolio
15,119
Q2 2024 Added 0.83%
$187B
$4.14 Million 0.05% of portfolio
9,301
Q2 2024 Added 1.78%
$179B
$4.66 Million 0.05% of portfolio
112,943
Q2 2024 Reduced 5.54%
$215B
$4.09 Million 0.05% of portfolio
40,712
Q2 2024 Reduced 0.28%
$143B
$4.17 Million 0.05% of portfolio
149,025
Q2 2024 Reduced 2.06%
$90.6B
$4.38 Million 0.05% of portfolio
18,120
Q1 2024 Added 12.16%
$200B
$4.44 Million 0.05% of portfolio
232,506
Q2 2024 Added 3.73%
$11.3B
$4.12 Million 0.05% of portfolio
76,081
Q2 2024 Added 1.53%
$13.6B
$4.38 Million 0.05% of portfolio
4,117
Q2 2024 Reduced 2.14%
$220B
$4.18 Million 0.05% of portfolio
42,070
Q2 2024 Added 2.81%
$57.6B
$4.69 Million 0.05% of portfolio
10,976
Q2 2024 Added 3.11%
$160B
$3.88 Million 0.04% of portfolio
18,187
Q2 2024 Reduced 7.75%
$217B
$3.51 Million 0.04% of portfolio
5,346
Q2 2024 Reduced 2.05%
$177B
$3.29 Million 0.04% of portfolio
16,925
Q2 2024 Reduced 4.3%
$3.35B
$3.44 Million 0.04% of portfolio
26,587
Q2 2024 Added 0.26%
$159B
$3.99 Million 0.04% of portfolio
12,765
Q2 2024 Reduced 1.93%
$74.5B
$3.2 Million 0.04% of portfolio
23,397
Q2 2024 Added 0.2%
$91.1B
$3.59 Million 0.04% of portfolio
12,046
Q2 2024 Reduced 21.14%
$82.4B
$3.43 Million 0.04% of portfolio
11,825
Q2 2024 Added 1.97%
$79.8B
$2.78 Million 0.03% of portfolio
11,747
Q2 2024 Reduced 3.89%
$88.6B
$2.88 Million 0.03% of portfolio
9,374
Q2 2024 Reduced 4.28%
$140B
$2.36 Million 0.03% of portfolio
10,683
Q2 2024 Added 5.84%
$69.4B
$2.28 Million 0.03% of portfolio
78,809
Q2 2024 Added 8.4%
$276B
$2.27 Million 0.03% of portfolio
22,440
Q2 2024 Reduced 0.28%
$131B
$2.46 Million 0.03% of portfolio
2,980
Q2 2024 Added 3.15%
$44.4B
$2.65 Million 0.03% of portfolio
19,175
Q2 2024 Reduced 6.62%
$7.84B
$2.28 Million 0.03% of portfolio
27,894
Q2 2024 Added 49.66%
$100B
$2.39 Million 0.03% of portfolio
30,778
Q2 2024 Reduced 9.97%
$70.1B
$2.35 Million 0.03% of portfolio
70,191
Q2 2024 Reduced 1.21%
$225B
$2.5 Million 0.03% of portfolio
632
Q2 2024 Added 5.86%
$113B
$2.58 Million 0.03% of portfolio
20,825
Q2 2024 Reduced 4.5%
$310B
$3.12 Million 0.03% of portfolio
52,487
Q2 2024 Reduced 0.98%
$120B
$2.37 Million 0.03% of portfolio
20,714
Q2 2024 Reduced 3.3%
$128B
$2.94 Million 0.03% of portfolio
12,297
Q2 2024 Reduced 2.13%
$32.7B
$2.73 Million 0.03% of portfolio
7,790
Q2 2024 Reduced 1.68%
$2.58B
$2.99 Million 0.03% of portfolio
109,669
Q2 2024 Reduced 10.32%
$145B
$2.99 Million 0.03% of portfolio
13,193
Q2 2024 Reduced 12.0%
$147B
$3.12 Million 0.03% of portfolio
15,034
Q2 2024 Added 1.33%
$168B
$2.35 Million 0.03% of portfolio
9,939
Q2 2024 Added 12.1%
$82.8B
$2.44 Million 0.03% of portfolio
1,910
Q2 2024 Reduced 0.21%
$205B
$2.4 Million 0.03% of portfolio
3,045
Q2 2024 Added 5.29%
$264B
$1.39 Million 0.02% of portfolio
13,016
Q2 2024 Reduced 15.0%
$89.4B
$1.79 Million 0.02% of portfolio
10,322
Q2 2024 Added 1.59%
$86.2B
$1.6 Million 0.02% of portfolio
15,611
Q2 2024 Reduced 17.72%
$59.9B
$2.2 Million 0.02% of portfolio
56,706
Q2 2024 Added 1.04%
$36.3B
$1.43 Million 0.02% of portfolio
17,587
Q2 2024 Added 36.12%
$17.7B
$1.83 Million 0.02% of portfolio
13,198
Q2 2024 Reduced 13.42%

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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