Buckingham Strategic Partners New Holdings in Q4 2024

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
529K
New
$22.63 - $47.53 $12M - $25.1M
529K $12M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
354K
New
$28.25 - $31.75 $10M - $11.2M
354K $10.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
88.4K
New
$79.93 - $88.06 $7.06M - $7.78M
88.4K $7.07M
SPTL
Spdr Portfolio Long Term Treas

ETFs
226K
New
$26.05 - $29.17 $5.9M - $6.6M
226K $5.93M
AVES
American Centy ETF Tr Avantis

ETFs
93.1K
New
$46.2 - $53.09 $4.3M - $4.94M
93.1K $4.3M
IDV
Ishares Tr

ETFs
87.1K
New
$27.03 - $29.92 $2.35M - $2.61M
87.1K $2.38M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
188K
New
$11.39 - $12.41 $2.14M - $2.33M
188K $2.19M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
35.6K
New
$55.86 - $60.21 $1.99M - $2.14M
35.6K $2.04M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
180K
New
$11.1 - $12.03 $2M - $2.17M
180K $2.03M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
156K
New
$12.1 - $13.52 $1.88M - $2.1M
156K $1.91M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
18.2K
New
$86.65 - $94.9 $1.58M - $1.73M
18.2K $1.58M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
113K
New
$11.18 - $13.68 $1.27M - $1.55M
113K $1.44M
KKR
Kkr & Co. Inc.

Financial Services
9.35K
New
$129.87 - $162.87 $1.21M - $1.52M
9.35K $1.38M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.36M
FLRN
Spdr Bloomberg Investment Grad

ETFs
36.3K
New
$30.67 - $30.84 $1.11M - $1.12M
36.3K $1.12M
SEIC
Sei Investments CO

Financial Services
12.4K
New
$69.36 - $86.58 $857K - $1.07M
12.4K $1.02M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
18.6K
New
$52.0 - $55.66 $967K - $1.03M
18.6K $993K
VMC
Vulcan Materials CO

Basic Materials
3.67K
New
$237.95 - $292.31 $873K - $1.07M
3.67K $944K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.5K
New
$45.17 - $47.23 $924K - $966K
20.5K $927K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
18.7K
New
$39.86 - $46.0 $745K - $859K
18.7K $784K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.1K
New
$45.38 - $46.88 $777K - $803K
17.1K $781K
TYL
Tyler Technologies Inc

Technology
1.29K
New
$576.64 - $635.69 $745K - $821K
1.29K $745K
HES
Hess Corp

Energy
5.51K
New
$127.66 - $148.65 $704K - $819K
5.51K $733K
CADE
Cadence Bank

Financial Services
20K
New
$30.54 - $39.29 $612K - $787K
20K $690K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
25.1K
New
$19.44 - $28.35 $489K - $713K
25.1K $646K
JPIB
Jpmorgan International Bond Op

ETFs
13.4K
New
$47.26 - $48.47 $634K - $650K
13.4K $633K
USTB
Victory Portfolios Ii Victorys

ETFs
12.3K
New
$50.06 - $50.85 $616K - $626K
12.3K $617K
DLR
Digital Realty Trust, Inc.

Real Estate
3.25K
New
$156.46 - $195.69 $508K - $635K
3.25K $575K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
15.5K
New
$35.07 - $36.08 $544K - $559K
15.5K $556K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.61K
New
$198.04 - $221.51 $517K - $578K
2.61K $549K
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.5K
New
$40.86 - $43.42 $510K - $542K
12.5K $523K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.8K
New
$146.47 - $191.01 $410K - $535K
2.8K $521K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
34.5K
New
$14.98 - $16.73 $516K - $577K
34.5K $516K
SNY
Sanofi

Healthcare
10.4K
New
$45.89 - $57.31 $478K - $597K
10.4K $502K
FTV
Fortive Corp

Technology
6.63K
New
$71.16 - $79.68 $472K - $528K
6.63K $497K
WMB
Williams Companies, Inc.

Energy
8.76K
New
$46.37 - $59.74 $406K - $523K
8.76K $473K
SPGI
S&P Global Inc.

Financial Services
900
New
$480.36 - $529.17 $432K - $476K
900 $448K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
11.7K
New
$36.74 - $40.43 $431K - $474K
11.7K $432K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
49.2K
New
$8.57 - $9.34 $421K - $459K
49.2K $429K
AA
Alcoa Corp

Basic Materials
11.3K
New
$36.62 - $47.42 $413K - $535K
11.3K $426K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
17.3K
New
$23.02 - $23.23 $399K - $403K
17.3K $400K
HUM
Humana Inc

Healthcare
1.52K
New
$233.89 - $304.18 $356K - $463K
1.52K $386K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.5K
New
$107.41 - $115.71 $376K - $405K
3.5K $386K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.63K
New
$216.72 - $244.71 $353K - $399K
1.63K $383K
XYL
Xylem Inc.

Industrials
3.29K
New
$116.02 - $137.45 $381K - $452K
3.29K $381K
JEF
Jefferies Financial Group Inc.

Financial Services
4.81K
New
$61.95 - $81.75 $298K - $393K
4.81K $376K
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
7.51K
New
$48.16 - $51.58 $362K - $387K
7.51K $371K
APO
Apollo Global Management, Inc.

Financial Services
2.25K
New
$131.36 - $178.61 $295K - $402K
2.25K $371K
IBN
Icici Bank LTD

Financial Services
12.3K
New
$28.69 - $31.9 $353K - $392K
12.3K $367K
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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