Latest Buckingham Strategic Partners Stock Portfolio
Buckingham Strategic Partners Performance:
2024 Q3: 1.37%YTD: 4.45%2023: 5.45%
Performance for 2024 Q3 is 1.37%, and YTD is 4.45%, and 2023 is 5.45%.
About Buckingham Strategic Partners and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BUCKINGHAM STRATEGIC PARTNERS, LLC reported an equity portfolio of $4.7 Billions as of 30 Sep, 2024.
The top stock holdings of BUCKINGHAM STRATEGIC PARTNERS, LLC are DFAC, IJR, BOB. The fund has invested 9.5% of it's portfolio in DIMENSIONAL ETF TRUST and 8.1% of portfolio in ISHARES TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (BGLD), CALERES INC (CAL) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in BARCLAYS BANK PLC, ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). BUCKINGHAM STRATEGIC PARTNERS, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and NATIONAL BK HLDGS CORP (NBHC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL).
The top stock holdings of BUCKINGHAM STRATEGIC PARTNERS, LLC are DFAC, IJR, BOB. The fund has invested 9.5% of it's portfolio in DIMENSIONAL ETF TRUST and 8.1% of portfolio in ISHARES TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (BGLD), CALERES INC (CAL) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in BARCLAYS BANK PLC, ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). BUCKINGHAM STRATEGIC PARTNERS, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and NATIONAL BK HLDGS CORP (NBHC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL).
Buckingham Strategic Partners Annual Return Estimates Vs S&P 500
Our best estimate is that BUCKINGHAM STRATEGIC PARTNERS, LLC made a return of 1.37% in the last quarter. In trailing 12 months, it's portfolio return was 6.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 12,341,500 |
| ishares tr | 11,643,700 |
| ishares tr | 5,036,460 |
| national bk hldgs corp | 4,496,320 |
| pimco etf tr | 3,666,950 |
| spdr ser tr | 2,585,890 |
| dimensional etf trust | 2,350,140 |
| vanguard intl equity index f | 1,906,720 |
New stocks bought by Buckingham Strategic Partners
Additions
| Ticker | % Inc. |
|---|---|
| vanguard scottsdale fds | 5,954 |
| dimensional etf trust | 4,650 |
| dimensional etf trust | 2,169 |
| spdr ser tr | 1,149 |
| manager directed portfolios | 1,012 |
| ishares tr | 663 |
| dimensional etf trust | 342 |
| spdr gold tr | 333 |
Additions to existing portfolio by Buckingham Strategic Partners
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -56.48 |
| invesco qqq tr | -52.8 |
| first tr value line divid in | -50.48 |
| ishares tr | -49.91 |
| target corp | -42.01 |
| dimensional etf trust | -39.51 |
| wisdomtree tr | -31.76 |
| vanguard index fds | -30.81 |
Buckingham Strategic Partners reduced stake in above stock
Sold off
Sector Distribution
BUCKINGHAM STRATEGIC PARTNERS, LLC has about 84.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84.8 |
| Technology | 4.5 |
| Financial Services | 2.3 |
| Healthcare | 1.8 |
| Industrials | 1.6 |
| Consumer Defensive | 1.2 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
BUCKINGHAM STRATEGIC PARTNERS, LLC has about 14.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84.8 |
| MEGA-CAP | 7.5 |
| LARGE-CAP | 6.8 |
Stocks belong to which Index?
About 13.3% of the stocks held by BUCKINGHAM STRATEGIC PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 86.1 |
| S&P 500 | 13.3 |
Buckingham Strategic Partners Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Buckingham Strategic Partners
BUCKINGHAM STRATEGIC PARTNERS, LLC has 748 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. LPLA proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for BUCKINGHAM STRATEGIC PARTNERS, LLC last quarter.
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.80 | 366,516 | 85,398,600 | added | 6.97 | ||
| AAXJ | ishares tr | 0.33 | 268,826 | 15,465,600 | reduced | -3.76 | ||
| AAXJ | ishares tr | 0.24 | 97,350 | 11,643,700 | new | |||
| AAXJ | ishares tr | 0.11 | 75,479 | 5,109,960 | added | 3.73 | ||
| AAXJ | ishares tr | 0.11 | 47,428 | 5,036,460 | new | |||
| AAXJ | ishares tr | 0.07 | 31,171 | 3,386,180 | added | 663 | ||
| AAXJ | ishares tr | 0.05 | 27,761 | 2,465,780 | added | 2.51 | ||
| AAXJ | ishares tr | 0.04 | 32,470 | 1,744,330 | added | 125 | ||
| AAXJ | ishares tr | 0.03 | 24,584 | 1,294,620 | added | 18.42 | ||
| AAXJ | ishares tr | 0.02 | 11,569 | 1,108,540 | reduced | -4.61 | ||
| AAXJ | ishares tr | 0.02 | 31,258 | 1,038,740 | reduced | -15.75 | ||
| AAXJ | ishares tr | 0.01 | 4,893 | 603,474 | reduced | -7.03 | ||
| AAXJ | ishares tr | 0.01 | 4,264 | 509,819 | reduced | -13.7 | ||
| AAXJ | ishares tr | 0.01 | 3,671 | 395,246 | reduced | -2.91 | ||
| ABBV | abbvie inc | 0.14 | 33,925 | 6,699,610 | added | 12.1 | ||
| ABT | abbott labs | 0.06 | 25,056 | 2,856,750 | added | 9.14 | ||
| ACES | alps etf tr | 0.02 | 17,643 | 831,519 | added | 289 | ||
| ACN | accenture plc ireland | 0.05 | 6,906 | 2,441,170 | added | 3.17 | ||
| ACWF | ishares tr | 0.04 | 38,098 | 1,921,330 | added | 4.11 | ||
| ACWF | ishares tr | 0.03 | 34,932 | 1,410,560 | added | 30.93 | ||