Buckingham Strategic Partners Purchases in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
25.6K
New
$27.8 - $29.26 $712K - $750K
25.6K $744K
UNH
Unitedhealth Group Inc

Healthcare
420
+ 6.49%
$488.01 - $604.18 $205K - $254K
6.89K $4.03M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14K
New
$50.15 - $51.27 $700K - $715K
14K $715K
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.3K
New
$51.58 - $53.79 $686K - $715K
13.3K $712K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.36K
+ 287.03%
$79.29 - $84.02 $663K - $703K
11.3K $944K
MA
Mastercard Inc

Financial Services
363
+ 3.71%
$429.6 - $500.99 $156K - $182K
10.1K $5.01M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.49K
New
$178.41 - $210.18 $623K - $734K
3.49K $693K
FTSL
First Trust Senior Ln Fund

ETFs
15K
New
$45.51 - $46.26 $684K - $696K
15K $690K
BMY
Bristol Myers Squibb CO

Healthcare
5.63K
+ 14.52%
$39.66 - $51.75 $223K - $291K
44.4K $2.3M
PG
Procter & Gamble CO

Consumer Defensive
2.63K
+ 9.84%
$160.76 - $177.82 $423K - $468K
29.4K $5.09M
LLY
Eli Lilly & CO

Healthcare
994
+ 7.71%
$772.14 - $960.02 $768K - $954K
13.9K $12.3M
BNDX
Vanguard Total International B

ETFs
11K
+ 22.98%
$48.42 - $50.35 $531K - $552K
58.7K $2.95M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.72K
+ 3.73%
$60.13 - $68.17 $163K - $185K
75.5K $5.11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.1K
+ 289.81%
$44.66 - $49.15 $586K - $645K
17.6K $831K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 6.24%
$101.25 - $127.45 $139K - $175K
23.4K $2.84M
CVNA
Carvana Co.

Consumer Cyclical
3.48K
New
$122.32 - $175.15 $426K - $610K
3.48K $605K
RSP
Invesco S&P 500 Equal Weight E

ETFs
255
+ 0.68%
$162.83 - $179.16 $41.5K - $45.7K
37.7K $6.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10K
New
$54.98 - $59.51 $550K - $596K
10K $595K
LOW
Lowes Companies Inc

Consumer Cyclical
79
+ 0.69%
$213.3 - $270.78 $16.9K - $21.4K
11.5K $3.11M
CVX
Chevron Corp

Energy
6.32K
+ 17.23%
$137.88 - $161.97 $871K - $1.02M
43K $6.33M
AVB
Avalonbay Communities Inc

Real Estate
2.57K
New
$200.95 - $234.65 $516K - $603K
2.57K $578K
DUK
Duke Energy Corp

Utilities
1.91K
+ 8.29%
$99.35 - $117.71 $190K - $225K
24.9K $2.88M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.2K
+ 226.85%
$25.19 - $25.5 $560K - $567K
32K $816K
KO
Coca Cola CO

Consumer Defensive
3.71K
+ 10.35%
$62.69 - $73.01 $233K - $271K
39.6K $2.84M
PSA
Public Storage

Real Estate
1.38K
+ 183.36%
$283.13 - $365.01 $390K - $503K
2.13K $774K
REET
Ishares Global Reit ETF

ETFs
20.8K
New
$23.07 - $27.17 $480K - $565K
20.8K $555K
NOC
Northrop Grumman Corp

Industrials
607
+ 24.2%
$423.73 - $533.14 $257K - $324K
3.12K $1.64M
AVGO
Broadcom Inc.

Technology
11.8K
+ 1131.93%
$136.27 - $1745.86 $1.61M - $20.6M
12.8K $2.22M
IWN
Ishares Russell2000 Val ETF

ETFs
252
+ 0.76%
$150.05 - $171.34 $37.8K - $43.2K
33.5K $5.59M
V
Visa Inc.

Financial Services
837
+ 3.68%
$253.74 - $291.56 $212K - $244K
23.6K $6.49M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.9K
New
$33.89 - $41.64 $438K - $538K
12.9K $514K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.53K
+ 13.89%
$60.84 - $67.51 $337K - $374K
45.4K $3.06M
SLV
I Shares Silver Trust

ETFs
18K
New
$24.33 - $29.38 $439K - $530K
18K $512K
MPC
Marathon Petroleum Corp

Energy
3.66K
+ 45.72%
$158.61 - $180.75 $581K - $662K
11.7K $1.9M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
10.7K
New
$45.77 - $47.35 $487K - $504K
10.7K $504K
VZ
Verizon Communications Inc

Communication Services
3.9K
+ 4.44%
$38.89 - $45.0 $152K - $175K
91.8K $4.12M
COLB
Columbia Banking System, Inc.

Financial Services
160
+ 0.2%
$19.13 - $26.99 $3.06K - $4.32K
78.7K $2.06M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.08K
+ 60.3%
$44.07 - $50.57 $356K - $408K
21.5K $1.09M
ABT
Abbott Laboratories

Healthcare
2.1K
+ 9.14%
$100.07 - $118.13 $210K - $248K
25.1K $2.86M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
18.1K
New
$24.59 - $27.83 $445K - $504K
18.1K $469K
CSCO
Cisco Systems, Inc.

Technology
3.29K
+ 6.64%
$44.74 - $53.22 $147K - $175K
52.8K $2.81M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.2K
+ 80.4%
$37.37 - $41.82 $382K - $427K
22.9K $950K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.61K
+ 39.76%
$147.95 - $191.05 $385K - $498K
9.16K $1.59M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
+ 7.58%
$181.06 - $197.17 $206K - $224K
16.1K $3.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.23K
+ 4.12%
$117.9 - $128.2 $145K - $158K
31.1K $3.99M
UNP
Union Pacific Corp

Industrials
590
+ 4.07%
$221.78 - $256.09 $131K - $151K
15.1K $3.72M
HSY
Hershey CO

Consumer Defensive
2.05K
+ 42.47%
$182.45 - $203.25 $373K - $416K
6.86K $1.32M
PGR
Progressive Corp

Financial Services
1.21K
+ 48.2%
$209.46 - $259.24 $253K - $313K
3.71K $940K
IEFA
Ishares Tr

ETFs
1.44K
+ 2.54%
$70.09 - $78.74 $101K - $114K
58.2K $4.54M
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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