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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.01B
$1.31 Million 0.01% of portfolio
721
Q2 2024 Added 29.68%
$0
$630,000 0.01% of portfolio
5,223
Q2 2024 Added 1.56%
$0
$1.13 Million 0.01% of portfolio
27,843
Q2 2024 Reduced 1.45%
$0
$916,000 0.01% of portfolio
17,616
Q2 2024 Reduced 4.35%
$625M
$700,000 0.01% of portfolio
25,551
Q2 2024 New
$116B
$942,000 0.01% of portfolio
2,011
Q2 2024 Added 12.85%
$0
$704,000 0.01% of portfolio
10,549
Q2 2024 Reduced 4.2%
$71.5B
$724,000 0.01% of portfolio
17,036
Q2 2024 Added 24.72%
$0
$688,000 0.01% of portfolio
7,810
Q2 2024 Added 1.71%
$0
$617,000 0.01% of portfolio
8,058
Q2 2024 Reduced 11.96%
$0
$526,000 0.01% of portfolio
2,993
Q2 2023 Reduced 3.95%
$0
$674,000 0.01% of portfolio
9,363
Q2 2024 Reduced 27.75%
$0
$1.02 Million 0.01% of portfolio
21,038
Q2 2024 Reduced 15.12%
$38.3B
$1.14 Million 0.01% of portfolio
21,354
Q2 2024 Added 13.6%
$29.6B
$723,000 0.01% of portfolio
5,292
Q2 2024 Added 10.57%
$0
$1.24 Million 0.01% of portfolio
13,230
Q2 2024 Reduced 0.58%
$0
$1.09 Million 0.01% of portfolio
3,470
Q4 2023 Added 1.17%
$0
$912,000 0.01% of portfolio
45,686
Q2 2024 Reduced 10.34%
$47.5B
$551,000 0.01% of portfolio
2,169
Q2 2024 Reduced 4.32%
$0
$481,000 0.01% of portfolio
5,167
Q2 2024 Added 0.02%
$45.1B
$591,000 0.01% of portfolio
8,023
Q2 2024 Added 2.94%
$58.4B
$1.12 Million 0.01% of portfolio
3,882
Q2 2024 Added 5.69%
$46.2B
$735,000 0.01% of portfolio
6,277
Q2 2024 Added 3.05%
$0
$940,000 0.01% of portfolio
32,587
Q2 2024 Reduced 10.36%
$28.5B
$1.04 Million 0.01% of portfolio
8,278
Q2 2024 Added 1.17%
$82.4B
$473,000 0.01% of portfolio
3,048
Q2 2024 Reduced 1.01%
$12.3B
$691,000 0.01% of portfolio
38,695
Q2 2024 Added 26.06%
$17.2B
$539,000 0.01% of portfolio
12,247
Q2 2024 Added 4.28%
$41.9B
$489,000 0.01% of portfolio
28,021
Q2 2024 Added 94.89%
$0
$833,000 0.01% of portfolio
20,070
Q2 2024 Reduced 7.4%
$0
$1.17 Million 0.01% of portfolio
14,650
Q2 2024 Reduced 7.7%
$3.59B
$465,000 0.01% of portfolio
7,671
Q2 2024 Added 2.14%
$101B
$454,000 0.01% of portfolio
6,898
Q2 2024 Reduced 4.96%
$0
$1.13 Million 0.01% of portfolio
12,279
Q2 2024 Reduced 35.08%
$20.2B
$515,000 0.01% of portfolio
4,993
Q1 2024 Reduced 11.31%
$0
$921,000 0.01% of portfolio
22,412
Q2 2024 Added 25.49%
$0
$581,000 0.01% of portfolio
7,588
Q2 2024 Reduced 4.4%
$0
$673,000 0.01% of portfolio
4,620
Q2 2024 Reduced 7.53%
$29.3B
$578,000 0.01% of portfolio
7,605
Q2 2024 Added 2.78%
$234B
$574,000 0.01% of portfolio
7,966
Q2 2024 Reduced 1.25%
$124B
$730,000 0.01% of portfolio
11,065
Q2 2024 Added 6.73%
$0
$679,000 0.01% of portfolio
10,147
Q2 2024 Reduced 13.62%
$0
$1.11 Million 0.01% of portfolio
31,726
Q2 2024 Reduced 6.78%
$19B
$1.24 Million 0.01% of portfolio
4,732
Q2 2024 Added 0.96%
$0
$629,000 0.01% of portfolio
19,826
Q2 2024 Reduced 14.07%
$60.2B
$1.18 Million 0.01% of portfolio
7,406
Q1 2024 Reduced 9.72%
$169B
$464,000 0.01% of portfolio
4,365
Q2 2024 Added 9.81%
$48.4B
$591,000 0.01% of portfolio
4,072
Q2 2024 Added 37.1%
$98B
$470,000 0.01% of portfolio
8,104
Q2 2024 Added 2.75%

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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