Buckingham Strategic Wealth, LLC
Filing Details
13F-HR • 2024-06-30
Filing Details
13F-HR • 2024-06-30- Report Date
- 2024-06-30
- Filing Date
- 2024-08-12
- Total Holdings
- 765
- Total Value
- 9134909663
- Accession Number
- 0001085146-24-003709
- Form Type
- 13F-HR
- CIK
- 0001542421
- Manager Name
- Buckingham Strategic Wealth, LLC
Data Enrichment
77% identified590 identified175 unidentified
Holdings
765 positions
Manager:
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Page 3 of 39
25434V799
Shares:
1258776(+13.7%)
Value:
$33.1B(+11.7%)
389637109
Shares:
602940(-2.8%)
Value:
$32.1B(-18.1%)
025072885
Shares:
336405(+1.4%)
Value:
$30.3B(+2.1%)
464288273
Shares:
488195(-0.3%)
Value:
$30.1B(-2.9%)
25434V302
Shares:
993107(-0.4%)
Value:
$25.7B(+4.3%)
464287457
Shares:
307168(-3.2%)
Value:
$25.1B(-3.4%)
47804J206
Shares:
447352(-3.0%)
Value:
$24.6B(-7.0%)
78464A300
Shares:
271971(+4.5%)
Value:
$21.3B(-1.4%)
464288158
Shares:
197126(-8.8%)
Value:
$20.6B(-9.0%)
46435G409
Shares:
668393(-1.9%)
Value:
$18.3B(-4.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
550.8K | YoY- | All Managers (Combined) | $33.2M | YoY- | |
(cusip25434V799)✕ | 1.3M | YoY- | All Managers (Combined) | $33.1M | YoY- |
(cusip389637109)✕ | 602.9K | YoY- | All Managers (Combined) | $32.1M | YoY- |
185.5K | YoY- | All Managers (Combined) | $30.6M | YoY- | |
(cusip025072885)✕ | 336.4K | YoY- | All Managers (Combined) | $30.3M | YoY- |
(cusip464288273)✕ | 488.2K | YoY- | All Managers (Combined) | $30.1M | YoY- |
92.2K | QoQ -0.34% (-323)YoY- | All Managers (Combined) | $27.4M | YoY- | |
166.6K | YoY- | All Managers (Combined) | $26.7M | YoY- | |
(cusip25434V302)✕ | 993.1K | YoY- | All Managers (Combined) | $25.7M | YoY- |
(cusip464287457)✕ | 307.2K | YoY- | All Managers (Combined) | $25.1M | YoY- |
Exxon Mobil Corp(XOMcusip30231G102) | 215.1K | QoQ +0.12% (-265)YoY- | All Managers (Combined) | $24.8M | YoY- |
(cusip47804J206)✕ | 447.4K | YoY- | All Managers (Combined) | $24.6M | YoY- |
114.5K | YoY- | All Managers (Combined) | $23.2M | YoY- | |
(cusip78464A300)✕ | 272.0K | YoY- | All Managers (Combined) | $21.3M | YoY- |
(cusip464288158)✕ | 197.1K | YoY- | All Managers (Combined) | $20.6M | YoY- |
289.6K | YoY- | All Managers (Combined) | $19.6M | YoY- | |
105.6K | QoQ -0.71% (-764)YoY- | All Managers (Combined) | $19.3M | YoY- | |
312.1K | QoQ -0.20% (-656)YoY- | All Managers (Combined) | $19.1M | YoY- | |
227.4K | YoY- | All Managers (Combined) | $19.0M | YoY- | |
(cusip46435G409)✕ | 668.4K | YoY- | All Managers (Combined) | $18.3M | YoY- |