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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$205M
$97,000 0.0% of portfolio
142,934
Q1 2024 New
$297M
$226,000 0.0% of portfolio
102,144
Q2 2024 Added 2.14%
$200M
$20,000 0.0% of portfolio
15,980
Q2 2024 New
$159M
$24,000 0.0% of portfolio
14,954
Q4 2023 New
$198M
$152,000 0.0% of portfolio
11,094
Q3 2023 Added 2.0%
$101M
$64,000 0.0% of portfolio
36,800
Q1 2024 New
$61.8M
$29,000 0.0% of portfolio
13,234
Q4 2021 Added 23.29%
$164M
$21,000 0.0% of portfolio
12,904
Q2 2024 Reduced 15.71%

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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