Buckingham Strategic Wealth, LLC
Investment Portfolio & 13F Holdings Analysis
About
BUCKINGHAM STRATEGIC WEALTH, LLC is an institutional investment manager that filed its latest Form 13F for 2024Q2, reporting 765 holdings worth $9.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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:
Search and click to pin securities to the top
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25434V609
Shares:
12437755(-1.6%)
Value:
$645.1B(-6.3%)
02072L532
Shares:
29161409(+5.4%)
Value:
$594.1B(+1.0%)
25434V724
Shares:
14427184(-0.5%)
Value:
$566.6B(-4.5%)
25434V401
Shares:
7957417(+3.9%)
Value:
$468.3B(+7.3%)
25434V807
Shares:
11169824(-1.0%)
Value:
$401.4B(-3.2%)
025072802
Shares:
2580173(+13.9%)
Value:
$167.6B(+12.4%)
25434V500
Shares:
2724127(-0.1%)
Value:
$163.7B(-3.7%)
025072877
Shares:
1729579(-1.3%)
Value:
$155.2B(-5.5%)
46435G326
Shares:
2301998(+11.5%)
Value:
$151.1B(+9.1%)
922020805
Shares:
2400318(+8.5%)
Value:
$116.5B(+10.0%)
25434V732
Shares:
3959902(+24.6%)
Value:
$105.8B(+30.7%)
25434V864
Shares:
2077571(+31.8%)
Value:
$97.6B(+31.7%)
25434V781
Shares:
3149744(+13.0%)
Value:
$84.7B(+11.8%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 37.3M | YoY- | All Managers (Combined) | $1.2B | YoY- | |
(cusip25434V609)✕ | 12.4M | YoY- | All Managers (Combined) | $645.1M | YoY- |
(cusip02072L532)✕ | 29.2M | YoY- | All Managers (Combined) | $594.1M | YoY- |
(cusip25434V724)✕ | 14.4M | YoY- | All Managers (Combined) | $566.6M | YoY- |
(cusip25434V401)✕ | 8.0M | YoY- | All Managers (Combined) | $468.3M | YoY- |
| 3.6M | YoY- | All Managers (Combined) | $423.9M | YoY- | |
(cusip25434V807)✕ | 11.2M | YoY- | All Managers (Combined) | $401.4M | YoY- |
| 6.6M | YoY- | All Managers (Combined) | $384.5M | YoY- | |
| 11.2M | YoY- | All Managers (Combined) | $285.6M | YoY- | |
| 762.6K | YoY- | All Managers (Combined) | $204.0M | YoY- | |
(cusip025072802)✕ | 2.6M | YoY- | All Managers (Combined) | $167.6M | YoY- |
(cusip25434V500)✕ | 2.7M | YoY- | All Managers (Combined) | $163.7M | YoY- |
(cusip025072877)✕ | 1.7M | YoY- | All Managers (Combined) | $155.2M | YoY- |
(cusip46435G326)✕ | 2.3M | YoY- | All Managers (Combined) | $151.1M | YoY- |
(cusip922020805)✕ | 2.4M | YoY- | All Managers (Combined) | $116.5M | YoY- |
| 209.8K | YoY- | All Managers (Combined) | $114.8M | YoY- | |
| 1.5M | YoY- | All Managers (Combined) | $111.6M | YoY- | |
(cusip25434V732)✕ | 4.0M | YoY- | All Managers (Combined) | $105.8M | YoY- |
(cusip25434V864)✕ | 2.1M | YoY- | All Managers (Combined) | $97.6M | YoY- |
(cusip25434V781)✕ | 3.1M | YoY- | All Managers (Combined) | $84.7M | YoY- |