Buckingham Strategic Partners Portfolio Holdings

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024

Buckingham Strategic Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.48 Billion distributed in 770 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 $557M, Ishares Core S&P Total U.S. St with a value of $475M, Vanguard Intermediate Term Tre with a value of $276M, Dimensional ETF Tr U S Target with a value of $268M, and American Centy ETF Tr Avantis with a value of $204M.

Examining the 13F form we can see an increase of $1.11B in the current position value, from $4.37B to 5.48B.

Buckingham Strategic Partners is based out at Saint Louis, MO

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

Portfolio value $5.48 Billion
ETFs: $4.5 Billion
Technology: $269 Million
Financial Services: $171 Million
Healthcare: $81.7 Million
Consumer Cyclical: $76.9 Million
Industrials: $71.2 Million
Communication Services: $57.5 Million
Consumer Defensive: $57.3 Million
Other: $72.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$557 Million 10.16% of portfolio
16,090,152
Q4 2024 Added 22.76%
$0
$475 Million 8.66% of portfolio
3,690,939
Q4 2024 Added 20.88%
$0
$276 Million 5.03% of portfolio
4,755,119
Q4 2024 Added 27.53%
$0
$268 Million 4.9% of portfolio
4,820,280
Q4 2024 Added 34.42%
$0
$204 Million 3.72% of portfolio
3,136,007
Q4 2024 Added 24.61%
$0
$191 Million 3.48% of portfolio
5,376,491
Q4 2024 Added 29.03%
$0
$186 Million 3.4% of portfolio
4,556,275
Q4 2024 Added 31.37%
$0
$174 Million 3.17% of portfolio
2,695,603
Q4 2024 Added 18.53%
$0
$140 Million 2.55% of portfolio
2,978,368
Q4 2024 Added 47.2%
$0
$135 Million 2.46% of portfolio
5,141,465
Q4 2024 Added 30.13%
$0
$130 Million 2.36% of portfolio
2,676,073
Q4 2024 Added 25.62%
$0
$112 Million 2.04% of portfolio
1,155,398
Q4 2024 Added 42.39%
$0
$109 Million 2.0% of portfolio
1,714,150
Q4 2024 Added 28.32%
$0
$95.5 Million 1.74% of portfolio
3,840,874
Q4 2024 Added 32.17%
$0
$93.3 Million 1.7% of portfolio
321,790
Q4 2024 Added 10.17%
$3.94T
$93.4 Million 1.7% of portfolio
372,938
Q4 2024 Added 1.75%
$0
$57.6 Million 1.05% of portfolio
1,703,733
Q4 2024 Added 25.12%
$3.09T
$55.5 Million 1.01% of portfolio
131,683
Q4 2024 Added 41.34%
$0
$51.5 Million 0.94% of portfolio
1,976,668
Q4 2024 Added 1,717.49%
$0
$49.2 Million 0.9% of portfolio
1,765,494
Q4 2024 Added 1,291.13%
$0
$46.8 Million 0.85% of portfolio
718,615
Q4 2024 Added 20.02%
$0
$42.7 Million 0.78% of portfolio
553,233
Q4 2024 Added 0.31%
$347B
$42.5 Million 0.78% of portfolio
316,713
Q4 2024 Added 9.79%
$0
$41.5 Million 0.76% of portfolio
1,644,071
Q4 2024 Added 31.03%
$0
$41.8 Million 0.76% of portfolio
778,567
Q4 2024 Added 12.69%
$0
$39.9 Million 0.73% of portfolio
1,460,444
Q4 2024 Added 1,021.06%
$30.6B
$34.1 Million 0.62% of portfolio
104,529
Q4 2024 Reduced 29.6%
$0
$30.2 Million 0.55% of portfolio
631,705
Q4 2024 Added 30.52%
$0
$29.9 Million 0.55% of portfolio
738,330
Q4 2024 Added 8.12%
$2.31T
$28.3 Million 0.52% of portfolio
129,055
Q4 2024 Added 7.86%
$0
$28.4 Million 0.52% of portfolio
972,531
Q4 2024 Added 40.54%
$0
$26.4 Million 0.48% of portfolio
271,875
Q4 2024 Added 41.76%
$0
$26.5 Million 0.48% of portfolio
133,476
Q4 2024 Added 30.31%
$147B
$25.3 Million 0.46% of portfolio
70,397
Q4 2024 Reduced 1.17%
$0
$22.4 Million 0.41% of portfolio
468,347
Q4 2024 Added 84.2%
$0
$22.1 Million 0.4% of portfolio
719,160
Q4 2024 Added 19.87%
$0
$21.4 Million 0.39% of portfolio
364,767
Q4 2024 Added 20.41%
$628B
$21.4 Million 0.39% of portfolio
47,181
Q4 2024 Added 3.66%
$0
$19.5 Million 0.36% of portfolio
1,052,148
Q4 2024 Added 757.22%
$0
$19.6 Million 0.36% of portfolio
373,553
Q4 2024 Added 38.96%
$0
$19.2 Million 0.35% of portfolio
743,986
Q4 2024 Added 8.68%
$0
$17.3 Million 0.32% of portfolio
296,741
Q4 2024 Reduced 2.94%
$1.56T
$16.3 Million 0.3% of portfolio
27,677
Q4 2024 Added 71.92%
$0
$16.5 Million 0.3% of portfolio
28,113
Q4 2024 Added 3.26%
$819B
$15.9 Million 0.29% of portfolio
66,209
Q4 2024 Added 34.0%
$0
$15.9 Million 0.29% of portfolio
66,228
Q4 2024 Reduced 3.28%
$92.6B
$15.1 Million 0.28% of portfolio
65,252
Q4 2024 Added 407.84%
$0
$15.3 Million 0.28% of portfolio
37,397
Q4 2024 Added 8.44%
$0
$15.4 Million 0.28% of portfolio
605,365
Q4 2024 Added 7.98%

Summary

  • Portfolio
  • No. of Stocks 770
  • Current Value $5.48 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 141 stocks
  • Additional Purchases 358 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 257 stocks
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