Buckingham Strategic Partners Portfolio Holdings

Buckingham Strategic Partners

  • $5.48 Billion
  • Q4 2024

Buckingham Strategic Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.48 Billion distributed in 770 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $557M, Ishares Core S&P Total U.S. St with a value of $475M, Vanguard Intermediate Term Tre with a value of $276M, Dimensional ETF Tr U S Target with a value of $268M, and American Centy ETF Tr Avantis with a value of $204M.

Examining the 13F form we can see an increase of $1.11B in the current position value, from $4.37B to 5.48B.

Buckingham Strategic Partners is based out at Saint Louis, MO

Below you can find more details about Buckingham Strategic Partners portfolio as well as his latest detailed transactions.

Portfolio value $5.48 Billion
ETFs: $4.5 Billion
Technology: $269 Million
Financial Services: $171 Million
Healthcare: $81.7 Million
Consumer Cyclical: $76.9 Million
Industrials: $71.2 Million
Communication Services: $57.5 Million
Consumer Defensive: $57.3 Million
Other: $72.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.25 Million 0.04% of portfolio
103,474
Q4 2024 Reduced 16.69%
$0
$2.03 Million 0.04% of portfolio
179,969
Q4 2024 New
$0
$2.19 Million 0.04% of portfolio
188,018
Q4 2024 New
$0
$1.84 Million 0.03% of portfolio
150,962
Q4 2024 New
$0
$1.91 Million 0.03% of portfolio
155,524
Q4 2024 New
$0
$1.44 Million 0.03% of portfolio
113,395
Q4 2024 New
$0
$516,000 0.01% of portfolio
34,470
Q4 2024 New
$0
$784,000 0.01% of portfolio
18,679
Q4 2024 New
$0
$296,000 0.01% of portfolio
12,493
Q4 2024 Added 16.75%
$0
$578,000 0.01% of portfolio
31,521
Q4 2024 Reduced 20.23%
$0
$429,000 0.01% of portfolio
49,156
Q4 2024 New
$0
$294,000 0.01% of portfolio
20,449
Q4 2024 Reduced 0.99%
$0
$304,000 0.01% of portfolio
20,333
Q4 2024 Added 0.04%
$0
$87,000 0.0% of portfolio
10,000
Q3 2024 New
$29.7M
$34,000 0.0% of portfolio
53,186
Q3 2024 New
$0
$222,000 0.0% of portfolio
25,913
Q4 2024 Added 39.4%
$0
$249,000 0.0% of portfolio
25,822
Q3 2024 New
$0
$108,000 0.0% of portfolio
25,229
Q4 2024 Added 21.85%
$43.3M
$29,000 0.0% of portfolio
11,000
Q1 2023 New
$0
$179,000 0.0% of portfolio
17,768
Q3 2024 New
$0
$94,000 0.0% of portfolio
16,575
Q3 2024 New
$0
$271,000 0.0% of portfolio
32,194
Q4 2024 Reduced 0.59%
$0
$115,000 0.0% of portfolio
16,141
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 770
  • Current Value $5.48 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 141 stocks
  • Additional Purchases 358 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 257 stocks
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