Buckingham Strategic Wealth, LLC Reduced Holdings in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.05K
- 10.36%
$73.13 - $75.43 $516K - $532K
61K $4.57M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.45K
- 2.46%
$176.58 - $186.7 $255K - $270K
57.4K $10.4M
MUB
Ishares National Muni Bond ETF

ETFs
-3.89K
- 3.32%
$105.37 - $107.16 $410K - $417K
113K $12.1M
GPC
Genuine Parts CO

Consumer Cyclical
-2.05K
- 13.42%
$136.7 - $163.38 $280K - $334K
13.2K $1.83M
CSCO
Cisco Systems, Inc.

Technology
-3.52K
- 2.49%
$45.52 - $50.04 $160K - $176K
138K $6.55M
VGSH
Vanguard

ETFs
-8.33K
- 3.61%
$57.55 - $58.0 $479K - $483K
222K $12.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.34K
- 2.91%
$146.03 - $158.93 $195K - $212K
44.5K $6.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.85K
- 1.88%
$75.69 - $81.19 $140K - $151K
96.5K $7.51M
ITW
Illinois Tool Works Inc

Industrials
-475
- 3.89%
$235.01 - $265.23 $112K - $126K
11.7K $2.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.86K
- 9.59%
$49.55 - $50.44 $439K - $447K
83.5K $4.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.7K
- 2.54%
$102.13 - $110.88 $173K - $188K
65.3K $6.96M
BIBL
Northern Lts Fd Tr Iv

ETFs
-6.4K
- 3.18%
$36.1 - $38.73 $231K - $248K
195K $7.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.39K
- 1.85%
$56.43 - $60.79 $135K - $145K
127K $7.41M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.25K
- 46.06%
$55.23 - $58.55 $401K - $425K
8.5K $489K
MMM
3 M CO

Industrials
-3.36K
- 17.72%
$90.54 - $105.26 $304K - $354K
15.6K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.67K
- 1.79%
$37.19 - $39.82 $211K - $226K
312K $12M
V
Visa Inc.

Financial Services
-43
- 0.18%
$262.47 - $281.5 $11.3K - $12.1K
23.9K $6.26M
MA
Mastercard Inc

Financial Services
-37
- 0.4%
$441.1 - $479.43 $16.3K - $17.7K
9.23K $4.07M
SYY
Sysco Corp

Consumer Defensive
-1.07K
- 3.47%
$70.69 - $80.57 $75.7K - $86.3K
29.8K $2.13M
QDF
Flexshares Quality Dividend In

ETFs
-6.68K
- 5.96%
$62.12 - $67.45 $415K - $450K
105K $7M
ACN
Accenture PLC

Technology
-296
- 4.57%
$281.76 - $339.17 $83.4K - $100K
6.18K $1.88M
VZ
Verizon Communications Inc

Communication Services
-6.63K
- 5.54%
$38.6 - $42.84 $256K - $284K
113K $4.66M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.85K
- 34.07%
$67.82 - $72.36 $329K - $351K
9.38K $650K
COP
Conocophillips

Energy
-707
- 3.3%
$109.39 - $133.52 $77.3K - $94.4K
20.7K $2.37M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.72K
- 5.24%
$12.1 - $19.54 $20.8K - $33.5K
31K $375K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-238
- 22.86%
$956.61 - $1140.21 $228K - $271K
803 $848K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.24K
- 0.85%
$76.09 - $82.16 $94.3K - $102K
145K $11.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-11.9K
- 12.88%
$142.05 - $197.88 $1.7M - $2.36M
80.7K $16M
CAH
Cardinal Health Inc

Healthcare
-1.54K
- 12.79%
$94.75 - $112.06 $146K - $172K
10.5K $1.03M
CMCSA
Comcast Corp

Communication Services
-2.1K
- 3.98%
$36.9 - $42.28 $77.5K - $88.8K
50.7K $1.99M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.84K
- 6.47%
$71.74 - $75.86 $204K - $216K
41.1K $3.05M
HSIC
Henry Schein Inc

Healthcare
-2.18K
- 16.8%
$64.09 - $74.74 $139K - $163K
10.8K $690K
BX
Blackstone Inc.

Financial Services
-982
- 4.5%
$116.13 - $132.0 $114K - $130K
20.8K $2.58M
CSX
Csx Corp

Industrials
-859
- 1.21%
$32.18 - $36.78 $27.6K - $31.6K
70.2K $2.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.13K
- 5.25%
$85.39 - $90.42 $182K - $193K
38.5K $3.4M
CVX
Chevron Corp

Energy
-1.36K
- 2.9%
$152.57 - $166.33 $207K - $226K
45.4K $7.11M
FAST
Fastenal CO

Industrials
-349
- 1.98%
$62.84 - $76.63 $21.9K - $26.7K
17.3K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.6K
- 27.75%
$70.55 - $72.66 $254K - $261K
9.36K $674K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-526
- 6.28%
$377.31 - $399.95 $198K - $210K
7.85K $3.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.53K
- 9.93%
$124.6 - $132.46 $191K - $203K
13.9K $1.76M
TM
Toyota Motor Corp

Consumer Cyclical
-262
- 6.15%
$193.58 - $246.99 $50.7K - $64.7K
4K $819K
IAU
Ishares Gold Trust

ETFs
-7.7K
- 14.34%
$42.46 - $45.89 $327K - $353K
46K $2.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.28K
- 21.93%
$100.29 - $100.75 $229K - $230K
8.12K $817K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.25K
- 7.63%
$109.44 - $118.4 $137K - $148K
15.1K $1.71M
EMR
Emerson Electric CO

Industrials
-779
- 1.92%
$105.97 - $115.59 $82.6K - $90K
39.9K $4.39M
RWO
Spdr Dow Jones Global Real Est

ETFs
-3.36K
- 5.56%
$39.55 - $42.66 $133K - $143K
57K $2.37M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.32K
- 7.96%
$46.84 - $47.32 $202K - $204K
50K $2.36M
IEFA
Ishares Tr

ETFs
-1.19K
- 1.45%
$70.77 - $76.19 $84.3K - $90.7K
80.9K $5.88M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-11
- 0.14%
$103.43 - $135.91 $1.14K - $1.5K
7.94K $848K
Activity Summary
Buys All Purchases 384 New Holdings 56 Increased Positions 328 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 35 Puts 3
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