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
VLO
Valero Energy Corp

Energy
4.46K
+ 129.99%
$118.59 - $144.02 $528K - $642K
7.88K $966K
OKE
Oneok Inc

Energy
4.36K
+ 62.58%
$92.28 - $117.05 $403K - $511K
11.3K $1.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.23K
+ 11.31%
$94.43 - $105.47 $305K - $341K
31.8K $3.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.79K
+ 45.22%
$176.42 - $186.91 $493K - $522K
8.97K $1.6M
RTX
Raytheon Technologies Corp

Industrials
4.81K
+ 37.71%
$114.45 - $127.21 $551K - $612K
17.6K $2.03M
KMB
Kimberly Clark Corp

Consumer Defensive
4.2K
+ 59.76%
$130.37 - $146.09 $547K - $613K
11.2K $1.47M
AVRE
American Centy ETF Tr Avantis
13.1K
+ 83.5%
$41.03 - $46.91 $539K - $616K
28.9K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
5.61K
+ 69.91%
$87.44 - $102.5 $491K - $575K
13.6K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.67K
+ 3.66%
$442.29 - $483.08 $737K - $805K
47.2K $21.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
292
+ 1.85%
$316.94 - $357.88 $92.5K - $105K
16K $5.51M
MKC
Mccormick & CO Inc

Consumer Defensive
5.95K
+ 69.1%
$73.97 - $84.09 $440K - $500K
14.5K $1.11M
ASML
Asml Holding Nv

Technology
659
+ 156.9%
$658.43 - $872.27 $434K - $575K
1.08K $747K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.37K
+ 9.92%
$61.68 - $67.87 $393K - $432K
70.5K $4.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.1K
+ 155.48%
$55.73 - $66.16 $340K - $404K
10K $604K
EPD
Enterprise Products Partners L.P.

Energy
9.1K
+ 23.07%
$28.66 - $34.43 $261K - $313K
48.6K $1.52M
TGT
Target Corp

Consumer Defensive
3.55K
+ 69.16%
$121.59 - $160.69 $431K - $570K
8.68K $1.17M
MDU
Mdu Resources Group Inc

Industrials
24.1K
+ 308.38%
$15.1 - $30.28 $364K - $731K
32K $575K
SO
Southern CO

Utilities
6.5K
+ 27.04%
$81.5 - $94.15 $530K - $612K
30.5K $2.51M
CMI
Cummins Inc

Industrials
867
+ 52.96%
$324.93 - $383.42 $282K - $332K
2.5K $872K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.06K
+ 68.56%
$173.13 - $258.09 $184K - $274K
2.61K $601K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.35K
+ 27.46%
$124.61 - $133.96 $292K - $314K
10.9K $1.4M
PFE
Pfizer Inc

Healthcare
21.5K
+ 20.93%
$24.8 - $30.19 $534K - $650K
124K $3.3M
ENB
Enbridge Inc

Energy
6.43K
+ 37.97%
$40.4 - $43.92 $260K - $282K
23.4K $990K
PH
Parker Hannifin Corp

Industrials
462
+ 37.96%
$621.74 - $709.46 $287K - $328K
1.68K $1.07M
IWM
Ishares Russell 2000 ETF

ETFs
1.35K
+ 7.04%
$216.13 - $242.4 $291K - $326K
20.5K $4.52M
SCHO
Schwab Short Term Us Treasury

ETFs
36K
+ 156.9%
$24.06 - $48.88 $866K - $1.76M
58.9K $1.42M
CCL
Carnival Corp

Consumer Cyclical
7.87K
+ 51.63%
$17.34 - $26.8 $136K - $211K
23.1K $575K
UAL
United Airlines Holdings, Inc.

Industrials
1.22K
+ 28.05%
$55.62 - $102.44 $67.7K - $125K
5.56K $539K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.48K
+ 15.07%
$104.01 - $115.38 $362K - $402K
26.6K $2.81M
DGRO
Ishares Core Dividend Growth E

ETFs
4.84K
+ 74.75%
$60.73 - $64.94 $294K - $314K
11.3K $693K
XLC
Select Sector Spdr Tr Communic

ETFs
2.74K
+ 78.16%
$89.66 - $102.16 $245K - $280K
6.24K $604K
C
Citigroup Inc

Financial Services
2.27K
+ 14.0%
$61.31 - $72.5 $139K - $165K
18.5K $1.3M
KEY
Keycorp

Financial Services
14.2K
+ 40.28%
$16.21 - $19.97 $231K - $284K
49.6K $849K
EMR
Emerson Electric CO

Industrials
1.13K
+ 14.64%
$108.13 - $134.33 $122K - $152K
8.83K $1.09M
GPN
Global Payments Inc

Industrials
2.07K
+ 99.0%
$97.57 - $119.38 $202K - $247K
4.16K $466K
MRVL
Marvell Technology, Inc.

Technology
540
+ 11.3%
$70.31 - $124.78 $38K - $67.4K
5.32K $587K
NFG
National Fuel Gas CO

Energy
3.86K
+ 106.81%
$58.89 - $64.23 $227K - $248K
7.47K $453K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.57K
+ 12.12%
$49.79 - $51.14 $277K - $285K
51.5K $2.58M
SPYG
Spdr Portfolio

ETFs
2.11K
+ 29.54%
$81.74 - $91.38 $172K - $193K
9.25K $812K
NOC
Northrop Grumman Corp

Industrials
854
+ 27.42%
$466.52 - $543.88 $398K - $464K
3.97K $1.86M
AMGN
Amgen Inc

Healthcare
2.26K
+ 36.32%
$258.78 - $328.31 $586K - $743K
8.5K $2.21M
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
+ 8.11%
$118.38 - $133.06 $225K - $253K
25.3K $3.05M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
8.42K
+ 46.46%
$24.66 - $27.63 $208K - $233K
26.5K $671K
TMUS
T Mobile Us, Inc.

Communication Services
756
+ 35.21%
$206.1 - $246.94 $156K - $187K
2.9K $640K
AMT
American Tower Corp

Real Estate
1.41K
+ 107.74%
$179.4 - $232.01 $252K - $326K
2.71K $497K
MDT
Medtronic PLC

Healthcare
3.51K
+ 40.91%
$79.61 - $92.24 $280K - $324K
12.1K $966K
DAL
Delta Air Lines, Inc.

Industrials
1.98K
+ 28.01%
$47.46 - $65.77 $94K - $130K
9.05K $547K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.06K
+ 33.73%
$87.25 - $95.52 $180K - $197K
8.18K $723K
VGT
Vanguard Information Technolog

ETFs
41
+ 0.92%
$571.78 - $647.97 $23.4K - $26.6K
4.48K $2.78M
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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