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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.14K
+ 19.64%
$209.89 - $233.24 $240K - $266K
6.96K $1.48M
SOFI
So Fi Technologies, Inc.

Financial Services
2.91K
+ 16.5%
$7.63 - $16.88 $22.2K - $49.2K
20.6K $316K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
28.9K
+ 11.39%
$26.65 - $29.34 $769K - $847K
282K $7.65M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.99K
+ 36.31%
$88.59 - $94.57 $176K - $188K
7.46K $662K
CME
Cme Group Inc.

Financial Services
633
+ 60.98%
$221.17 - $246.02 $140K - $156K
1.67K $388K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
6.96K
+ 19.91%
$37.33 - $40.39 $260K - $281K
41.9K $1.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.24K
+ 6.75%
$183.23 - $199.79 $227K - $248K
19.6K $3.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.4K
+ 252.98%
$22.4 - $68.28 $570K - $1.74M
35.5K $823K
LNG
Cheniere Energy, Inc.

Energy
296
+ 13.65%
$181.07 - $225.92 $53.6K - $66.9K
2.46K $529K
SHOP
Shopify Inc.

Technology
4
+ 0.08%
$78.14 - $119.49 $313 - $478
5.14K $546K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.71K
+ 53.35%
$77.23 - $82.11 $132K - $141K
4.92K $382K
WEC
Wec Energy Group, Inc.

Utilities
1.43K
+ 44.0%
$92.94 - $101.82 $133K - $146K
4.68K $440K
PII
Polaris Inc.

Consumer Cyclical
3.39K
+ 125.39%
$56.74 - $83.06 $192K - $281K
6.09K $350K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.5K
+ 38.05%
$50.62 - $50.97 $126K - $127K
9.05K $459K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.21K
+ 15.25%
$75.1 - $82.99 $391K - $432K
39.4K $2.98M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
652
+ 19.19%
$159.11 - $178.39 $104K - $116K
4.05K $665K
MRK
Merck & Co., Inc.

Healthcare
6.61K
+ 17.28%
$96.31 - $114.76 $637K - $759K
44.9K $4.47M
AME
Ametek Inc

Industrials
249
+ 2.92%
$165.89 - $197.38 $41.3K - $49.1K
8.77K $1.58M
ED
Consolidated Edison Inc

Utilities
3.58K
+ 26.24%
$88.87 - $107.38 $318K - $384K
17.2K $1.54M
DECK
Deckers Outdoor Corp

Consumer Cyclical
198
+ 11.52%
$152.04 - $211.12 $30.1K - $41.8K
1.92K $389K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.4K
+ 54.07%
$34.42 - $35.88 $117K - $122K
9.7K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
398
+ 2.08%
$112.15 - $127.2 $44.6K - $50.6K
19.5K $2.36M
HMOP
Hartford Fds Exchange Traded T

ETFs
2.85K
+ 44.27%
$38.56 - $39.45 $110K - $113K
9.3K $359K
RSG
Republic Services, Inc.

Industrials
518
+ 49.15%
$198.0 - $218.75 $103K - $113K
1.57K $316K
NBHC
National Bank Holdings Corp

Financial Services
15
+ 0.01%
$40.09 - $51.24 $601 - $769
107K $4.6M
SNPS
Synopsys Inc

Technology
232
+ 44.36%
$485.36 - $588.0 $113K - $136K
755 $366K
ROST
Ross Stores, Inc.

Consumer Cyclical
639
+ 12.78%
$138.59 - $156.61 $88.6K - $100K
5.64K $853K
WRB
Berkley W R Corp

Financial Services
914
+ 3.66%
$56.48 - $64.94 $51.6K - $59.4K
25.9K $1.52M
WDAY
Workday, Inc.

Technology
313
+ 28.66%
$233.85 - $279.91 $73.2K - $87.6K
1.41K $362K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.3K
+ 234.27%
$27.54 - $83.04 $641K - $1.93M
33.2K $920K
IJS
Ishares S&P Smallcap 600 Value

ETFs
679
+ 2.91%
$104.59 - $118.05 $71K - $80.2K
24K $2.6M
EME
Emcor Group, Inc.

Industrials
179
+ 34.29%
$427.96 - $526.95 $76.6K - $94.3K
701 $318K
SKYY
First Trust Cloud Computing Et

ETFs
233
+ 6.1%
$99.98 - $130.46 $23.3K - $30.4K
4.05K $482K
CTAS
Cintas Corp

Industrials
901
+ 28.79%
$182.7 - $226.47 $165K - $204K
4.03K $736K
UL
Unilever PLC

Consumer Defensive
2.35K
+ 45.71%
$56.7 - $64.64 $133K - $152K
7.48K $424K
MBB
Ishares Tr

ETFs
1.52K
+ 13.14%
$91.26 - $95.82 $139K - $146K
13.1K $1.2M
NVS
Novartis Ag

Healthcare
1.47K
+ 50.07%
$96.78 - $117.18 $142K - $172K
4.4K $428K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.74K
+ 5.1%
$47.26 - $48.18 $129K - $132K
56.5K $2.68M
XLI
Industrial Sector Spdr

ETFs
749
+ 31.01%
$131.76 - $143.99 $98.7K - $108K
3.16K $416K
DUOL
Duolingo, Inc.

Technology
178
+ 23.89%
$278.75 - $373.03 $49.6K - $66.4K
923 $299K
BLDR
Builders First Source, Inc.

Industrials
1.06K
+ 78.25%
$142.93 - $198.25 $151K - $210K
2.41K $344K
RY
Royal Bank Of Canada

Financial Services
932
+ 11.86%
$119.72 - $128.02 $112K - $119K
8.79K $1.06M
YUM
Yum Brands Inc

Consumer Cyclical
735
+ 20.57%
$130.36 - $139.54 $95.8K - $103K
4.31K $577K
GLDM
World Gold Trust

ETFs
1.51K
+ 9.71%
$50.76 - $55.23 $76.7K - $83.5K
17.1K $887K
OZK
Bank Ozk

Financial Services
347
+ 0.91%
$41.39 - $50.55 $14.4K - $17.5K
38.3K $1.71M
PPG
Ppg Industries Inc

Basic Materials
882
+ 35.56%
$119.09 - $131.37 $105K - $116K
3.36K $401K
CAH
Cardinal Health Inc

Healthcare
95
+ 1.45%
$107.89 - $125.33 $10.2K - $11.9K
6.65K $786K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.55K
+ 19.61%
$67.29 - $73.38 $104K - $113K
9.43K $640K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
71
+ 4.09%
$340.59 - $380.5 $24.2K - $27K
1.81K $662K
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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