Buckingham Strategic Partners Incresed Positions in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
87.7K
+ 12.69%
N/A
779K $41.8M
VEA
Vanguard Ftse Developed Market

ETFs
148K
+ 30.52%
$47.57 - $52.44 $7.03M - $7.75M
632K $30.2M
AVSC
American Centy ETF Tr Avantis
84.9K
+ 2023.9%
$52.7 - $59.57 $4.47M - $5.06M
89.1K $4.84M
GOOGL
Alphabet Inc.

Communication Services
18.2K
+ 39.84%
$161.86 - $196.66 $2.95M - $3.58M
63.9K $12.1M
IWS
Ishares Russell Midcap Value E

ETFs
33.3K
+ 521.66%
$128.08 - $140.32 $4.27M - $4.68M
39.7K $5.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.7K
+ 133.77%
$66.77 - $71.52 $4.05M - $4.34M
106K $7.31M
EFV
Msci Eafe Value ETF

ETFs
105K
+ 38.96%
$51.78 - $57.15 $5.42M - $5.99M
374K $19.6M
V
Visa Inc.

Financial Services
9.96K
+ 42.17%
$273.87 - $320.91 $2.73M - $3.19M
33.6K $10.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
41.5K
+ 291.17%
$89.9 - $100.66 $3.73M - $4.18M
55.7K $5.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
119K
+ 19.87%
$30.18 - $33.87 $3.6M - $4.04M
719K $22.1M
HYD
Vaneck High Yield Muni ETF

ETFs
68.5K
+ 296.31%
$51.09 - $53.06 $3.5M - $3.64M
91.7K $4.76M
GOOG
Alphabet Inc.

Communication Services
12.8K
+ 34.11%
$163.08 - $198.16 $2.09M - $2.53M
50.3K $9.58M
AVDE
American Centy ETF Tr Avantis

ETFs
65.6K
+ 41.2%
$60.9 - $66.69 $4M - $4.38M
225K $13.8M
IWN
Ishares Russell2000 Val ETF

ETFs
19.3K
+ 57.52%
$162.69 - $181.35 $3.13M - $3.49M
52.7K $8.66M
AVLV
American Centy ETF Tr Avantis
43.9K
+ 40.29%
$65.51 - $71.22 $2.88M - $3.13M
153K $10.2M
HD
Home Depot, Inc.

Consumer Cyclical
8K
+ 62.4%
$385.02 - $431.37 $3.08M - $3.45M
20.8K $8.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
58.6K
+ 91.91%
$51.09 - $55.27 $2.99M - $3.24M
122K $6.26M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
55.4K
+ 459.37%
$50.53 - $55.55 $2.8M - $3.08M
67.4K $3.44M
DFAU
Dimensional ETF Tr

ETFs
55.5K
+ 8.12%
$39.27 - $42.38 $2.18M - $2.35M
738K $29.9M
GLD
Spdr Gold Trust

ETFs
11.4K
+ 131.82%
$236.59 - $257.5 $2.7M - $2.94M
20.1K $4.86M
TXN
Texas Instruments Inc

Technology
13.9K
+ 384.38%
N/A
17.5K $3.41M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
53.6K
+ 384.5%
$50.02 - $51.24 $2.68M - $2.75M
67.6K $3.39M
MUB
Ishares National Muni Bond ETF

ETFs
25K
+ 80.16%
$105.78 - $108.7 $2.64M - $2.72M
56.2K $5.98M
CRM
Salesforce, Inc.

Technology
6.48K
+ 137.41%
$270.87 - $367.87 $1.75M - $2.38M
11.2K $3.74M
SHV
Ishares Tr

ETFs
20.4K
+ 634.63%
$109.92 - $110.57 $2.24M - $2.25M
23.6K $2.6M
ORCL
Oracle Corp

Technology
14K
+ 44.01%
$165.41 - $192.43 $2.31M - $2.69M
45.8K $7.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
48.5K
+ 571.27%
$45.07 - $47.1 $2.19M - $2.28M
57K $2.58M
IBM
International Business Machines Corp

Technology
9.77K
+ 49.24%
$204.9 - $238.04 $2M - $2.33M
29.6K $6.51M
VUG
Vanguard Growth ETF

ETFs
2.91K
+ 8.44%
$378.79 - $428.11 $1.1M - $1.25M
37.4K $15.3M
NFLX
Netflix Inc

Communication Services
1.73K
+ 56.2%
$687.65 - $936.56 $1.19M - $1.62M
4.81K $4.29M
AVEM
American Centy ETF Tr Avantis

ETFs
61.8K
+ 20.41%
$58.59 - $66.14 $3.62M - $4.09M
365K $21.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
22.6K
+ 493.16%
$78.43 - $87.17 $1.77M - $1.97M
27.1K $2.18M
DIS
Walt Disney CO

Communication Services
12K
+ 39.05%
$92.39 - $117.6 $1.11M - $1.41M
42.8K $4.77M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.77K
+ 201.1%
$241.48 - $274.89 $1.64M - $1.86M
10.1K $2.57M
BAC
Bank Of America Corp

Financial Services
29.4K
+ 31.73%
$39.22 - $47.77 $1.15M - $1.41M
122K $5.37M
MO
Altria Group, Inc.

Consumer Defensive
31.6K
+ 117.57%
$49.06 - $57.74 $1.55M - $1.83M
58.6K $3.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
312
+ 216.67%
$4100.99 - $5300.34 $1.28M - $1.65M
456 $2.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.53K
+ 9.75%
$521.84 - $558.82 $1.32M - $1.41M
28.5K $15.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.04K
+ 15.16%
$264.18 - $304.19 $1.07M - $1.23M
30.7K $8.6M
UNH
Unitedhealth Group Inc

Healthcare
3.94K
+ 57.12%
$485.52 - $625.25 $1.91M - $2.46M
10.8K $5.48M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
28K
+ 508.81%
$51.58 - $52.91 $1.45M - $1.48M
33.5K $1.73M
CVX
Chevron Corp

Energy
10.6K
+ 24.75%
$141.15 - $162.53 $1.5M - $1.73M
53.6K $7.77M
UNP
Union Pacific Corp

Industrials
7.03K
+ 46.6%
$223.15 - $249.32 $1.57M - $1.75M
22.1K $5.04M
USB
Us Bancorp \De\

Financial Services
23.7K
+ 30.53%
$43.98 - $53.66 $1.04M - $1.27M
101K $4.84M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.3K
+ 14.33%
$84.34 - $95.14 $1.21M - $1.36M
114K $9.95M
CSCO
Cisco Systems, Inc.

Technology
16.1K
+ 30.39%
$52.45 - $60.02 $842K - $964K
68.9K $4.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.6K
+ 463.51%
$49.03 - $53.35 $1.16M - $1.26M
28.7K $1.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
16.1K
+ 39.4%
$69.3 - $74.3 $1.12M - $1.2M
57.1K $4.08M
KO
Coca Cola CO

Consumer Defensive
25.4K
+ 64.15%
$61.74 - $71.71 $1.57M - $1.82M
65K $4.05M
Activity Summary
Buys All Purchases 499 New Holdings 141 Increased Positions 358 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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