Buckingham Strategic Partners
Latest statistics and disclosures from Buckingham Strategic Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, ITOT, BSVO, DFAT, DFIV, and represent 37.09% of Buckingham Strategic Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$199M), BSVO (+$142M), DFUV (+$76M), DFIV (+$70M), ITOT (+$60M), DFAT (+$57M), AVDV (+$50M), DFEM (+$38M), DFUS (+$37M), VTI (+$36M).
- Started 236 new stock positions in BIIB, RGLD, ALL, CWI, HSY, ROST, SAN, LEN, AEE, TER.
- Reduced shares in these 10 stocks: VGIT (-$78M), VTIP (-$42M), BSV (-$35M), DFSD (-$15M), IEI (-$11M), QQQ (-$9.0M), DFGR (-$8.7M), SHY (-$6.0M), AGG, SPIB.
- Sold out of its positions in AGNC, AWK, AVB, Community West Bancshares, DHY, DFAR, DFNM, DFIP, FSCO, FTCS.
- Buckingham Strategic Partners was a net buyer of stock by $1.3B.
- Buckingham Strategic Partners has $3.5B in assets under management (AUM), dropping by 65.89%.
- Central Index Key (CIK): 0001868872
Tip: Access up to 7 years of quarterly data
Positions held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Buckingham Strategic Partners
Buckingham Strategic Partners holds 603 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Buckingham Strategic Partners has 603 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Buckingham Strategic Partners March 31, 2024 positions
- Download the Buckingham Strategic Partners March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 11.7 | $404M | +97% | 13M | 31.95 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 7.7 | $268M | +28% | 2.3M | 115.30 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 7.5 | $258M | +122% | 12M | 21.27 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.9 | $203M | +38% | 3.7M | 54.43 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.3 | $150M | +86% | 4.1M | 36.75 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.1 | $141M | +115% | 3.4M | 40.90 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.6 | $124M | +32% | 1.9M | 67.02 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.5 | $121M | +70% | 1.8M | 65.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $89M | +68% | 341k | 259.90 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.1 | $73M | +57% | 2.9M | 25.44 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.0 | $69M | +120% | 2.7M | 25.49 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.9 | $67M | +126% | 1.2M | 56.98 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.9 | $66M | +63% | 701k | 93.71 |
|
| Apple (AAPL) | 1.7 | $60M | +72% | 348k | 171.48 |
|
| Microsoft Corporation (MSFT) | 1.2 | $43M | +119% | 102k | 420.72 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.1 | $38M | +123% | 1.4M | 27.19 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.1 | $38M | +90% | 601k | 62.34 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $36M | +9% | 700k | 51.60 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $33M | -70% | 562k | 58.55 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $27M | +62% | 528k | 50.17 |
|
| Stryker Corporation (SYK) | 0.8 | $26M | +8% | 74k | 357.87 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $26M | +17% | 705k | 36.54 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $24M | +195% | 27k | 903.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $20M | +262% | 48k | 420.53 |
|
| Amazon (AMZN) | 0.6 | $20M | +158% | 111k | 180.38 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $19M | +45% | 584k | 31.61 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $17M | -71% | 345k | 47.89 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $16M | +349% | 179k | 89.50 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $16M | +688% | 275k | 57.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $16M | +130% | 288k | 54.40 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $16M | +131% | 518k | 30.22 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $15M | +177% | 482k | 30.10 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $14M | -9% | 73k | 191.88 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $14M | +40% | 510k | 26.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $13M | +24% | 25k | 525.76 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $12M | +309% | 35k | 344.20 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $12M | +336% | 444k | 26.75 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $11M | +263% | 439k | 24.72 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $11M | +41% | 66k | 162.86 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.3 | $11M | -59% | 227k | 47.04 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $11M | +1832% | 113k | 92.72 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $10M | +166% | 90k | 116.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $10M | -11% | 45k | 228.59 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $10M | +237% | 53k | 193.67 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $10M | -77% | 133k | 76.67 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.3 | $9.8M | 286k | 34.41 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $9.8M | +384% | 13k | 778.02 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $9.6M | +138% | 119k | 80.63 |
|
| Eaton Corp SHS (ETN) | 0.3 | $9.4M | +1162% | 30k | 312.68 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $9.0M | +592% | 109k | 82.97 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $9.0M | +569% | 119k | 75.98 |
|
| Meta Platforms Cl A (META) | 0.3 | $8.9M | +420% | 18k | 485.61 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $8.8M | +612% | 139k | 63.74 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $8.8M | +125% | 245k | 35.84 |
|
| Visa Com Cl A (V) | 0.2 | $8.2M | +271% | 30k | 279.09 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $8.1M | +52% | 193k | 41.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.9M | -18% | 17k | 480.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $7.9M | +107% | 52k | 150.93 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $7.8M | +26% | 130k | 60.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $7.7M | +11% | 97k | 79.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $7.6M | +27% | 15k | 523.13 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $7.6M | -15% | 180k | 42.23 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $7.4M | +98% | 41k | 182.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.3M | +1253% | 15k | 504.60 |
|
| Pepsi (PEP) | 0.2 | $6.6M | +522% | 38k | 175.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $6.5M | +116% | 42k | 152.26 |
|
| Merck & Co (MRK) | 0.2 | $6.4M | +305% | 49k | 131.95 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $6.2M | +22% | 25k | 249.87 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $6.2M | 218k | 28.23 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $6.1M | +1014% | 101k | 60.17 |
|
| Abbvie (ABBV) | 0.2 | $5.9M | +244% | 32k | 182.10 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.8M | +88% | 34k | 169.38 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $5.5M | +350% | 35k | 158.81 |
|
| Home Depot (HD) | 0.2 | $5.4M | +142% | 14k | 383.63 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $5.4M | NEW | 191k | 28.40 |
|
| Chevron Corporation (CVX) | 0.2 | $5.4M | +149% | 34k | 157.74 |
|
| Johnson & Johnson (JNJ) | 0.2 | $5.4M | +140% | 34k | 158.19 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $5.4M | +1188% | 21k | 260.73 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $5.3M | +124% | 82k | 64.26 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $5.2M | -27% | 72k | 72.63 |
|
| UnitedHealth (UNH) | 0.1 | $5.0M | +295% | 10k | 494.71 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $5.0M | +80% | 8.9k | 556.41 |
|
| Broadcom (AVGO) | 0.1 | $4.8M | +605% | 3.6k | 1325.92 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $4.7M | +306% | 14k | 337.07 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.7M | +99% | 29k | 162.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $4.5M | +587% | 75k | 60.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.5M | +197% | 9.4k | 481.62 |
|
| Tesla Motors (TSLA) | 0.1 | $4.5M | +113% | 26k | 175.79 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $4.5M | +195% | 71k | 63.33 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.5M | +21% | 9.8k | 454.90 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $4.4M | +126% | 21k | 210.30 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $4.4M | -12% | 65k | 67.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $4.4M | +162% | 59k | 74.22 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $4.3M | +608% | 14k | 300.10 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.2M | +147% | 103k | 41.08 |
|
| Caterpillar (CAT) | 0.1 | $4.2M | +318% | 11k | 366.43 |
|
| General Dynamics Corporation (GD) | 0.1 | $4.2M | +370% | 15k | 282.50 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.2M | +133% | 15k | 281.97 |
|
| Union Pacific Corporation (UNP) | 0.1 | $4.1M | +345% | 17k | 245.93 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $3.9M | +1011% | 101k | 39.02 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $3.9M | +120% | 5.3k | 732.68 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.9M | +136% | 32k | 121.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.9M | +69% | 63k | 61.05 |
|
| Boeing Company (BA) | 0.1 | $3.8M | +331% | 20k | 193.00 |
|
| Walt Disney Company (DIS) | 0.1 | $3.7M | +156% | 30k | 122.36 |
|
| ConocoPhillips (COP) | 0.1 | $3.7M | +766% | 29k | 127.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.6M | +75% | 20k | 179.11 |
|
| PNC Financial Services (PNC) | 0.1 | $3.6M | +27% | 22k | 161.61 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $3.4M | +94% | 54k | 64.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.4M | +77% | 30k | 110.52 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $3.3M | NEW | 65k | 51.17 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.3M | +320% | 26k | 125.62 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $3.2M | +252% | 60k | 54.08 |
|
| At&t (T) | 0.1 | $3.2M | +188% | 184k | 17.60 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.2M | +113% | 85k | 37.92 |
|
| Lowe's Companies (LOW) | 0.1 | $3.2M | +36% | 12k | 254.74 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $3.1M | +85% | 11k | 286.64 |
|
| Verizon Communications (VZ) | 0.1 | $3.1M | +165% | 74k | 41.96 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $3.1M | -5% | 68k | 45.31 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $3.1M | +362% | 34k | 90.44 |
|
| Cisco Systems (CSCO) | 0.1 | $3.0M | +154% | 60k | 49.91 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $3.0M | +62% | 27k | 110.50 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.9M | NEW | 66k | 44.70 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.9M | +750% | 59k | 50.10 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.9M | +336% | 25k | 113.66 |
|
| International Business Machines (IBM) | 0.1 | $2.9M | +84% | 15k | 190.97 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $2.8M | +3% | 26k | 108.31 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $2.7M | +34% | 48k | 57.03 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.7M | 11k | 252.31 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.7M | +12% | 36k | 75.40 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $2.7M | +817% | 75k | 35.80 |
|
| salesforce (CRM) | 0.1 | $2.7M | +663% | 8.9k | 301.18 |
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.1 | $2.7M | -13% | 58k | 46.28 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | +395% | 4.4k | 581.32 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.6M | -26% | 44k | 58.65 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.6M | +197% | 14k | 186.82 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.5M | +41% | 24k | 102.76 |
|
| Intel Corporation (INTC) | 0.1 | $2.5M | +69% | 56k | 44.17 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $2.5M | +30% | 32k | 76.19 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $2.4M | +57% | 98k | 25.06 |
|
| Honeywell International (HON) | 0.1 | $2.4M | +63% | 12k | 205.26 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $2.4M | NEW | 50k | 47.48 |
|
| Philip Morris International (PM) | 0.1 | $2.4M | +491% | 26k | 91.62 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.4M | NEW | 65k | 36.19 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.3M | +133% | 40k | 57.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.3M | +81% | 6.7k | 346.69 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $2.3M | +63% | 4.8k | 478.67 |
|
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.1 | $2.3M | +260% | 64k | 35.47 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.2M | -35% | 19k | 116.84 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.2M | +105% | 23k | 96.71 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.2M | -21% | 29k | 77.31 |
|
| Pfizer (PFE) | 0.1 | $2.2M | +137% | 79k | 27.75 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $2.1M | NEW | 44k | 47.44 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | +218% | 38k | 54.23 |
|
| Netflix (NFLX) | 0.1 | $2.1M | +41% | 3.4k | 607.42 |
|
| Nextera Energy (NEE) | 0.1 | $2.1M | +79% | 32k | 63.91 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $2.1M | NEW | 69k | 29.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.1M | +68% | 3.9k | 524.52 |
|
| Sun Communities (SUI) | 0.1 | $2.0M | +7% | 16k | 128.59 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.0M | +69% | 33k | 61.53 |
|
| Deere & Company (DE) | 0.1 | $2.0M | +64% | 4.8k | 410.83 |
|
| TJX Companies (TJX) | 0.1 | $1.9M | +18% | 19k | 101.42 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.9M | +108% | 23k | 84.44 |
|
| Ishares Tr Residential Mult (REZ) | 0.1 | $1.9M | NEW | 26k | 72.07 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.9M | +118% | 15k | 123.19 |
|
| Waste Management (WM) | 0.1 | $1.8M | +51% | 8.6k | 213.16 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $1.8M | NEW | 37k | 49.22 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $1.8M | -15% | 94k | 19.07 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.8M | +225% | 8.6k | 208.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.8M | -71% | 18k | 97.94 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.8M | +64% | 7.0k | 249.74 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $1.8M | +220% | 49k | 35.61 |
|
| Amgen (AMGN) | 0.1 | $1.8M | +225% | 6.2k | 284.34 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $1.7M | NEW | 31k | 55.50 |
|
| Bank Ozk (OZK) | 0.0 | $1.7M | +2% | 38k | 45.46 |
|
| HEICO Corporation (HEI) | 0.0 | $1.7M | -6% | 8.8k | 190.97 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.7M | -27% | 34k | 49.19 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $1.6M | +152% | 7.3k | 225.93 |
|
| Danaher Corporation (DHR) | 0.0 | $1.6M | +113% | 6.5k | 249.72 |
|
| Coca-Cola Company (KO) | 0.0 | $1.6M | +168% | 26k | 61.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.6M | NEW | 33k | 49.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $1.6M | +35% | 46k | 35.19 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.6M | +130% | 17k | 91.39 |
|
| Qualcomm (QCOM) | 0.0 | $1.6M | +154% | 9.2k | 169.32 |
|
| Phillips 66 (PSX) | 0.0 | $1.6M | +477% | 9.6k | 163.35 |
|
| Consolidated Edison (ED) | 0.0 | $1.6M | +393% | 17k | 90.81 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $1.6M | +42% | 27k | 58.11 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.5M | +203% | 9.7k | 155.91 |
|
| Hershey Company (HSY) | 0.0 | $1.5M | NEW | 7.8k | 194.53 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.5M | +286% | 13k | 114.15 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.5M | +11% | 17k | 90.05 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.5M | NEW | 11k | 131.38 |
|
| General Electric Com New (GE) | 0.0 | $1.5M | +249% | 8.4k | 175.55 |
|
| Chubb (CB) | 0.0 | $1.5M | NEW | 5.6k | 259.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.4M | +90% | 33k | 43.35 |
|
| Te Connectivity SHS (TEL) | 0.0 | $1.4M | NEW | 9.8k | 145.25 |
|
| Camtek Ord (CAMT) | 0.0 | $1.4M | 17k | 83.77 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.4M | +113% | 8.0k | 174.22 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $1.4M | +31% | 36k | 38.47 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $1.4M | +28% | 4.8k | 288.04 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.4M | +171% | 7.5k | 180.52 |
|
| BP Sponsored Adr (BP) | 0.0 | $1.4M | +304% | 36k | 37.68 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $1.3M | +61% | 12k | 107.51 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | +98% | 5.4k | 239.77 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.3M | +36% | 8.7k | 148.65 |
|
| Altria (MO) | 0.0 | $1.3M | +382% | 30k | 43.62 |
|
| American Express Company (AXP) | 0.0 | $1.3M | +167% | 5.7k | 227.70 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $1.3M | +3% | 19k | 67.39 |
|
| Emerson Electric (EMR) | 0.0 | $1.3M | +433% | 11k | 113.43 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $1.3M | NEW | 14k | 87.23 |
|
| Comerica Incorporated (CMA) | 0.0 | $1.3M | +129% | 23k | 54.99 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | +169% | 18k | 70.01 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.2M | +186% | 29k | 42.12 |
|
| Ametek (AME) | 0.0 | $1.2M | NEW | 6.7k | 182.90 |
|
| Medtronic SHS (MDT) | 0.0 | $1.2M | +163% | 14k | 87.15 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.2M | -10% | 53k | 22.77 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $1.2M | -63% | 19k | 65.21 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.2M | -83% | 15k | 81.78 |
|
| Dimensional Etf Trust International (DFSI) | 0.0 | $1.2M | -16% | 36k | 33.67 |
|
| Citigroup Com New (C) | 0.0 | $1.2M | +58% | 19k | 63.24 |
|
| Intuit (INTU) | 0.0 | $1.2M | +62% | 1.8k | 650.33 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $1.2M | NEW | 40k | 29.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $1.2M | -15% | 13k | 92.42 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $1.2M | NEW | 34k | 34.29 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.1M | +185% | 5.6k | 201.50 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.0 | $1.1M | +18% | 9.3k | 119.30 |
|
| Southern Company (SO) | 0.0 | $1.1M | +137% | 15k | 71.74 |
|
| L3harris Technologies (LHX) | 0.0 | $1.1M | +37% | 5.1k | 213.12 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.1M | +164% | 21k | 51.28 |
|
| American Electric Power Company (AEP) | 0.0 | $1.1M | +65% | 13k | 86.10 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.1M | +79% | 3.9k | 270.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.0M | +30% | 7.7k | 136.05 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $1.0M | NEW | 27k | 39.23 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.0M | +70% | 2.6k | 399.22 |
|
| Microchip Technology (MCHP) | 0.0 | $1.0M | +299% | 11k | 89.72 |
|
| Nike CL B (NKE) | 0.0 | $1.0M | +193% | 11k | 94.00 |
|
| 3M Company (MMM) | 0.0 | $1.0M | +84% | 9.5k | 106.08 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0M | +52% | 7.8k | 129.35 |
|
| Paccar (PCAR) | 0.0 | $999k | NEW | 8.1k | 123.89 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $995k | +12% | 12k | 80.22 |
|
| Ecolab (ECL) | 0.0 | $985k | NEW | 4.3k | 230.90 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $980k | -73% | 11k | 86.48 |
|
| Realty Income (O) | 0.0 | $979k | +42% | 18k | 54.10 |
|
| Yum! Brands (YUM) | 0.0 | $974k | +324% | 7.0k | 138.67 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $973k | +140% | 7.8k | 125.33 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $948k | +217% | 5.1k | 187.37 |
|
| Constellation Energy (CEG) | 0.0 | $942k | +60% | 5.1k | 184.86 |
|
| Public Service Enterprise (PEG) | 0.0 | $936k | +25% | 14k | 66.78 |
|
| Oneok (OKE) | 0.0 | $936k | +120% | 12k | 80.18 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $933k | +8% | 9.2k | 101.41 |
|
Past Filings by Buckingham Strategic Partners
SEC 13F filings are viewable for Buckingham Strategic Partners going back to 2021
- Buckingham Strategic Partners 2024 Q1 filed May 15, 2024
- Buckingham Strategic Partners 2023 Q4 filed Feb. 14, 2024
- Buckingham Strategic Partners 2023 Q3 filed Nov. 15, 2023
- Buckingham Strategic Partners 2023 Q2 filed Aug. 14, 2023
- Buckingham Strategic Partners 2023 Q1 filed May 15, 2023
- Buckingham Strategic Partners 2022 Q4 filed Feb. 14, 2023
- Buckingham Strategic Partners 2022 Q3 filed Nov. 14, 2022
- Buckingham Strategic Partners 2022 Q2 filed Aug. 12, 2022
- Buckingham Strategic Partners 2022 Q1 filed May 10, 2022
- Buckingham Strategic Partners 2021 Q4 filed Feb. 10, 2022