Buckingham Strategic Wealth, LLC Options Holdings

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MMM
3 M CO

Industrials
CALL
$10,000
100
Q2 2024
New holding
QCOM
Qualcomm Inc

Technology
CALL
$19,000
100
Q2 2024
New holding
PFE
Pfizer Inc

Healthcare
CALL
$363,000
13K
Q1 2024
Reduced 13.33%
PANW
Palo Alto Networks Inc

Technology
CALL
$33,000
100
Q2 2024
New holding
ORCL
Oracle Corp

Technology
CALL
$14,000
100
Q2 2024
New holding
OXY
Occidental Petroleum Corp

Energy
CALL
$6,000
100
Q2 2024
New holding
NVDA
Nvidia Corp

Technology
PUT
$12,000
100
Q2 2024
New holding
NVO
Novo Nordisk A S

Healthcare
CALL
$28,000
200
Q2 2024
New holding
NSC
Norfolk Southern Corp

Industrials
PUT
$21,000
100
Q2 2024
New holding
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
CALL
$4,000
300
Q2 2024
New holding
VGT
Vanguard Information Technolog

ETFs
CALL
$57,000
100
Q2 2024
New holding
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
CALL
$50,000
100
Q2 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$19,000
100
Q2 2024
New holding
TGT
Target Corp

Consumer Defensive
PUT
$14,000
100
Q2 2024
New holding
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
CALL
$17,000
100
Q2 2024
New holding
SBUX
Starbucks Corp

Consumer Cyclical
CALL
$7,000
100
Q2 2024
New holding
SHOP
Shopify Inc.

Technology
CALL
$6,000
100
Q2 2024
New holding
XLK
Technology Sector Spdr

ETFs
CALL
$22,000
100
Q2 2024
New holding
NFLX
Netflix Inc

Communication Services
CALL
$67,000
100
Q2 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$44,000
100
Q2 2024
New holding
CRWD
Crowd Strike Holdings, Inc.

Technology
CALL
$38,000
100
Q2 2024
New holding
COST
Costco Wholesale Corp

Consumer Defensive
CALL
$84,000
100
Q2 2024
New holding
AVGO
Broadcom Inc.

Technology
CALL
$160,000
100
Q2 2024
New holding
BMY
Bristol Myers Squibb CO

Healthcare
CALL
$4,000
100
Q2 2024
New holding
BSX
Boston Scientific Corp

Healthcare
CALL
$7,000
100
Q2 2024
New holding
AAPL
Apple Inc.

Technology
CALL
$42,000
200
Q2 2024
New holding
AMGN
Amgen Inc

Healthcare
CALL
$31,000
100
Q2 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$115,000
600
Q2 2024
New holding
DELL
Dell Technologies Inc.

Technology
CALL
$13,000
100
Q2 2024
New holding
LLY
Eli Lilly & CO

Healthcare
CALL
$90,000
100
Q2 2024
New holding
MU
Micron Technology Inc

Technology
CALL
$26,000
200
Q2 2024
New holding
MCK
Mckesson Corp

Healthcare
CALL
$58,000
100
Q2 2024
New holding
MCD
Mcdonalds Corp

Consumer Cyclical
CALL
$25,000
100
Q2 2024
New holding
LRCX
Lam Research Corp

Technology
CALL
$106,000
100
Q2 2024
New holding
KR
Kroger CO

Consumer Defensive
CALL
$14,000
300
Q2 2024
New holding
TLT
Ishares Barclays 20+ Year Trea

ETFs
CALL
$9,000
100
Q1 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$47,000
100
Q2 2024
New holding
HON
Honeywell International Inc

Industrials
CALL
$42,000
200
Q2 2024
New holding
WMT
Walmart Inc.

Consumer Defensive
CALL
$6,000
100
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 805
  • Current Value $8.98 Billion
  • Prior Value $8.81 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 56 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 314 stocks
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