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
ZTS
Zoetis Inc.

Healthcare
768
+ 39.02%
$162.24 - $194.42 $125K - $149K
2.74K $445K
NSC
Norfolk Southern Corp

Industrials
328
+ 27.27%
$230.6 - $277.0 $75.6K - $90.9K
1.53K $359K
HWM
Howmet Aerospace Inc.

Industrials
319
+ 11.65%
$99.72 - $120.09 $31.8K - $38.3K
3.06K $334K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.42K
+ 25.59%
$55.97 - $62.75 $79.4K - $89K
6.96K $398K
NEM
Newmont Corp

Basic Materials
4.18K
+ 68.8%
$37.0 - $58.68 $155K - $245K
10.2K $381K
RMD
Resmed Inc

Healthcare
352
+ 21.65%
$228.69 - $256.07 $80.5K - $90.1K
1.98K $452K
F
Ford Motor CO

Consumer Cyclical
10.6K
+ 13.77%
$9.69 - $11.4 $102K - $120K
87.3K $864K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7.32K
+ 39.4%
$8.51 - $9.15 $62.3K - $67K
25.9K $222K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.89K
+ 3.99%
$115.08 - $119.55 $448K - $465K
101K $11.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
475
+ 29.93%
$148.29 - $166.93 $70.4K - $79.3K
2.06K $307K
VXF
Vanguard Extended Market ETF

ETFs
170
+ 10.06%
$179.17 - $207.15 $30.5K - $35.2K
1.86K $353K
SAN
Banco Santander, S.A.

Financial Services
11.6K
+ 73.17%
$4.49 - $5.05 $52K - $58.5K
27.4K $125K
LDI
Loan Depot, Inc.

Financial Services
27.5K
+ 157.14%
$1.85 - $2.81 $50.9K - $77.3K
45K $91K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.55K
+ 7.07%
$17.65 - $18.18 $62.7K - $64.6K
53.7K $951K
EMLP
First Tr Exchange Traded Iv

ETFs
41
+ 0.21%
$33.69 - $38.24 $1.38K - $1.57K
19.7K $703K
LQD
Ishares Iboxx $ Investment Gra

ETFs
784
+ 11.36%
$106.56 - $113.11 $83.5K - $88.7K
7.69K $821K
IYW
Ishares Dj Us Tech ETF

ETFs
137
+ 6.33%
$148.14 - $166.23 $20.3K - $22.8K
2.3K $366K
AMAT
Applied Materials Inc

Technology
1.34K
+ 28.87%
$161.44 - $213.89 $216K - $286K
5.97K $970K
URI
United Rentals, Inc.

Industrials
158
+ 21.85%
$704.44 - $880.32 $111K - $139K
881 $620K
HBAN
Huntington Bancshares Inc

Financial Services
197
+ 1.01%
$14.18 - $18.2 $2.79K - $3.59K
19.7K $321K
TTD
Trade Desk, Inc.

Technology
99
+ 3.45%
$108.7 - $139.51 $10.8K - $13.8K
2.97K $348K
NUE
Nucor Corp

Basic Materials
1.64K
+ 34.92%
$115.78 - $167.74 $190K - $275K
6.34K $740K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.79K
+ 16.75%
$23.63 - $26.47 $42.3K - $47.4K
12.5K $296K
CWB
Spdr Bloomberg Convertible Sec

ETFs
351
+ 8.54%
$76.21 - $82.24 $26.7K - $28.9K
4.46K $347K
XLP
Consumer Staples Sector Spdr

ETFs
418
+ 9.08%
N/A
5.02K $381K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
29
+ 0.47%
$201.32 - $217.44 $5.84K - $6.31K
6.19K $1.28M
VTWV
Vanguard Russell 2000 Value Et

ETFs
234
+ 13.93%
$143.69 - $159.92 $33.6K - $37.4K
1.91K $276K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
218
+ 2.04%
$85.41 - $87.1 $18.6K - $19K
10.9K $941K
MBWM
Mercantile Bank Corp

Financial Services
6
+ 0.03%
$41.26 - $51.16 $248 - $307
22.2K $988K
CNC
Centene Corp

Healthcare
1.12K
+ 33.14%
$56.71 - $73.94 $63.2K - $82.4K
4.48K $271K
TT
Trane Technologies PLC

Industrials
152
+ 7.48%
$369.35 - $419.14 $56.1K - $63.7K
2.19K $807K
FTGC
First Trust Global Tactical CO

ETFs
488
+ 4.43%
$23.23 - $24.25 $11.3K - $11.8K
11.5K $275K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
9
+ 0.04%
$14.26 - $15.2 $128 - $137
20.3K $304K
WELL
Welltower Inc.

Real Estate
174
+ 3.15%
$123.11 - $139.3 $21.4K - $24.2K
5.7K $718K
VONE
Vanguard Russell 1000 ETF

ETFs
4
+ 0.32%
$257.18 - $277.76 $1.03K - $1.11K
1.27K $339K
ACA
Arcosa, Inc.

Industrials
55
+ 2.5%
$91.1 - $111.57 $5.01K - $6.14K
2.26K $218K
VRT
Vertiv Holdings CO

Industrials
97
+ 3.1%
N/A
3.23K $279K
IGBH
Ishares Interest Rate Hedged L

ETFs
233
+ 2.09%
$24.14 - $24.57 $5.62K - $5.72K
11.4K $276K
AEP
American Electric Power CO Inc

Utilities
1.71K
+ 11.66%
$90.91 - $102.21 $156K - $175K
16.4K $1.51M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
166
+ 3.49%
$63.23 - $66.65 $10.5K - $11.1K
4.92K $311K
DNN
Denison Mines Corp.

Energy
950
+ 7.0%
$1.8 - $2.39 $1.71K - $2.27K
14.5K $26K
MARA
Marathon Digital Holdings, Inc.

Financial Services
37
+ 0.28%
N/A
13.1K $295K
Annaly Capital Management In
37.2K
+ 361.2%
N/A
47.4K $0
AVGE
American Centy ETF Tr Avantis
386
+ 6.06%
N/A
6.76K $0
Ge Healthcare Technologies I
299
+ 9.85%
N/A
3.33K $0
Manager Directed Portfolios
29K
+ 12.13%
N/A
268K $0
DIV
Global X Superdividend Us ETF

ETFs
1
+ 0.01%
N/A
13.8K $236K
Ge Vernova Inc
854
+ 34.73%
N/A
3.31K $0
Ishares Bitcoin Trust ETF
2.33K
+ 17.45%
N/A
15.6K $0
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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