BUCKINGHAM STRATEGIC WEALTH, LLC current holdings: USA Stocks
BUCKINGHAM STRATEGIC WEALTH, LLC reported $1.34 billion in share positions in stocks (listed in the US), 438 positions, in its Form 13F for the quarter ended 2024-06-30; the largest are AAPL, MSFT, META.
- AAPL: Country of operation United States; Class COM; Shares 596,531; Value $125,641,276.
- MSFT: Country of operation United States; Class COM; Shares 200,865; Value $89,776,492.
- META: Country of operation United States; Class CL A; Shares 132,946; Value $67,033,812.
- AMZN: Country of operation United States; Class COM; Shares 330,228; Value $63,816,548.
Form 13F-HR as filed (SEC CIK 1542421): quarter ended 2024-06-30, filed 2024-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 596,531 | $125,641,276 | 9.31% | 2024-06-30 | 2024-08-12 | |
| MSFT MICROSOFT CORP | United States | COM | 200,865 | $89,776,492 | 6.66% | 2024-06-30 | 2024-08-12 | +13.87% |
| META META PLATFORMS INC | United States | CL A | 132,946 | $67,033,812 | 4.97% | 2024-06-30 | 2024-08-12 | +46.52% |
| AMZN AMAZON COM INC | United States | COM | 330,228 | $63,816,548 | 4.73% | 2024-06-30 | 2024-08-12 | +27.64% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 274,908 | $50,074,574 | 3.71% | 2024-06-30 | 2024-08-12 | +87.16% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 110,261 | $44,854,290 | 3.33% | 2024-06-30 | 2024-08-12 | ||
| GOOG ALPHABET INC | United States | CAP STK CL C | 235,086 | $43,119,458 | 3.20% | 2024-06-30 | 2024-08-12 | +83.91% |
| NVDA NVIDIA CORPORATION | United States | COM | 298,957 | $36,933,091 | 2.74% | 2024-06-30 | 2024-08-12 | +83.92% |
| CASS CASS INFORMATION SYS INC | United States | COM | 838,249 | $33,588,637 | 2.49% | 2024-06-30 | 2024-08-12 | +33.87% |
| PG PROCTER AND GAMBLE CO | United States | COM | 185,505 | $30,593,428 | 2.27% | 2024-06-30 | 2024-08-12 | -10.07% |
| XOMXXXX EXXON MOBIL CORP | COM | 215,126 | $24,765,282 | 1.84% | 2024-06-30 | 2024-08-12 | ||
| NSC NORFOLK SOUTHN CORP | United States | COM | 95,588 | $20,521,729 | 1.52% | 2024-06-30 | 2024-08-12 | +45.79% |
| LLY ELI LILLY & CO | United States | COM | 20,767 | $18,801,946 | 1.39% | 2024-06-30 | 2024-08-12 | +30.84% |
| TSLA TESLA INC | United States | COM | 80,746 | $15,977,968 | 1.18% | 2024-06-30 | 2024-08-12 | +78.31% |
| ABBV ABBVIE INC | United States | COM | 90,391 | $15,503,878 | 1.15% | 2024-06-30 | 2024-08-12 | +53.50% |
| MRK MERCK & CO INC | United States | COM | 113,108 | $14,002,819 | 1.04% | 2024-06-30 | 2024-08-12 | +20.58% |
| KO COCA COLA CO | United States | COM | 214,680 | $13,664,395 | 1.01% | 2024-06-30 | 2024-08-12 | +36.43% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 66,707 | $13,492,134 | 1.00% | 2024-06-30 | 2024-08-12 | +65.62% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 25,088 | $12,776,170 | 0.95% | 2024-06-30 | 2024-08-12 | -26.38% |
| JNJ JOHNSON & JOHNSON | United States | COM | 86,032 | $12,574,366 | 0.93% | 2024-06-30 | 2024-08-12 | +83.07% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 20,862 | $11,759,084 | 0.87% | 2024-06-30 | 2024-08-12 | -38.00% |
| AVGO BROADCOM INC | United States | COM | 7,013 | $11,260,065 | 0.83% | 2024-06-30 | 2024-08-12 | +121.18% |
| COST COSTCO WHSL CORP NEW | United States | COM | 12,890 | $10,956,108 | 0.81% | 2024-06-30 | 2024-08-12 | +8.78% |
| HD HOME DEPOT INC | United States | COM | 31,573 | $10,868,833 | 0.81% | 2024-06-30 | 2024-08-12 | -16.33% |
| PEP PEPSICO INC | United States | COM | 65,206 | $10,754,396 | 0.80% | 2024-06-30 | 2024-08-12 | -21.97% |
| SPGI S&P GLOBAL INC | United States | COM | 22,444 | $10,010,176 | 0.74% | 2024-06-30 | 2024-08-12 | -6.99% |
| MCD MCDONALDS CORP | United States | COM | 38,887 | $9,909,908 | 0.73% | 2024-06-30 | 2024-08-12 | -8.19% |
| ABT ABBOTT LABS | United States | COM | 88,934 | $9,241,118 | 0.69% | 2024-06-30 | 2024-08-12 | -2.85% |
| INTC INTEL CORP | United States | COM | 296,235 | $9,174,404 | 0.68% | 2024-06-30 | 2024-08-12 | +274.33% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 19,243 | $8,988,495 | 0.67% | 2024-06-30 | 2024-08-12 | +9.66% |
| WMT WALMART INC | United States | COM | 126,229 | $8,546,972 | 0.63% | 2024-06-30 | 2024-08-12 | +57.73% |
| QCOM QUALCOMM INC | United States | COM | 38,702 | $7,708,727 | 0.57% | 2024-06-30 | 2024-08-12 | -7.57% |
| BA BOEING CO | United States | COM | 42,061 | $7,655,550 | 0.57% | 2024-06-30 | 2024-08-12 | +3.12% |
| AXP AMERICAN EXPRESS CO | United States | COM | 32,415 | $7,505,709 | 0.56% | 2024-06-30 | 2024-08-12 | +31.89% |
| CVX CHEVRON CORP NEW | United States | COM | 45,440 | $7,107,701 | 0.53% | 2024-06-30 | 2024-08-12 | +30.66% |
| NFLX NETFLIX INC | United States | COM | 10,378 | $7,004,067 | 0.52% | 2024-06-30 | 2024-08-12 | +4.16% |
| NKE NIKE INC | United States | CL B | 90,612 | $6,829,443 | 0.51% | 2024-06-30 | 2024-08-12 | -52.45% |
| USB US BANCORP DEL | United States | COM NEW | 169,497 | $6,729,039 | 0.50% | 2024-06-30 | 2024-08-12 | +46.45% |
| NEE NEXTERA ENERGY INC | United States | COM | 94,952 | $6,723,582 | 0.50% | 2024-06-30 | 2024-08-12 | +7.17% |
| CSCO CISCO SYS INC | United States | COM | 137,913 | $6,552,250 | 0.49% | 2024-06-30 | 2024-08-12 | +125.09% |
| CAT CATERPILLAR INC | United States | COM | 19,162 | $6,383,024 | 0.47% | 2024-06-30 | 2024-08-12 | +148.17% |
| V VISA INC | United States | COM CL A | 23,866 | $6,264,196 | 0.46% | 2024-06-30 | 2024-08-12 | +39.40% |
| CL COLGATE PALMOLIVE CO | United States | COM | 58,945 | $5,720,054 | 0.42% | 2024-06-30 | 2024-08-12 | -10.90% |
| BAC BANK AMERICA CORP | United States | COM | 141,728 | $5,636,512 | 0.42% | 2024-06-30 | 2024-08-12 | +38.19% |
| ORCL ORACLE CORP | United States | COM | 38,505 | $5,436,885 | 0.40% | 2024-06-30 | 2024-08-12 | -2.42% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 23,751 | $5,106,701 | 0.38% | 2024-06-30 | 2024-08-12 | +78.08% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 29,219 | $5,053,397 | 0.37% | 2024-06-30 | 2024-08-12 | +27.20% |
| ETN EATON CORP PLC | SHS | 15,119 | $4,740,562 | 0.35% | 2024-06-30 | 2024-08-12 | +38.18% | |
| AMP AMERIPRISE FINL INC | United States | COM | 10,976 | $4,689,008 | 0.35% | 2024-06-30 | 2024-08-12 | +16.42% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 112,943 | $4,657,762 | 0.35% | 2024-06-30 | 2024-08-12 | +11.49% |
| T AT&T INC | United States | COM | 232,506 | $4,443,190 | 0.33% | 2024-06-30 | 2024-08-12 | +28.10% |
| ADBE ADOBE INC | United States | COM | 7,909 | $4,393,959 | 0.33% | 2024-06-30 | 2024-08-12 | -58.03% |
| EMR EMERSON ELEC CO | United States | COM | 39,860 | $4,390,958 | 0.33% | 2024-06-30 | 2024-08-12 | +42.74% |
| MAR MARRIOTT INTL INC NEW | United States | CL A | 18,120 | $4,380,905 | 0.32% | 2024-06-30 | 2024-08-12 | +49.57% |
| DE DEERE & CO | United States | COM | 11,689 | $4,367,478 | 0.32% | 2024-06-30 | 2024-08-12 | +82.13% |
| DIS DISNEY WALT CO | United States | COM | 42,070 | $4,177,124 | 0.31% | 2024-06-30 | 2024-08-12 | +6.16% |
| PFE PFIZER INC | United States | COM | 149,025 | $4,169,726 | 0.31% | 2024-06-30 | 2024-08-12 | +2.64% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 9,301 | $4,137,550 | 0.31% | 2024-06-30 | 2024-08-12 | -7.34% |
| CPRT COPART INC | United States | COM | 76,081 | $4,120,547 | 0.31% | 2024-06-30 | 2024-08-12 | -49.89% |
| RTX RTX CORPORATION | United States | COM | 40,712 | $4,087,053 | 0.30% | 2024-06-30 | 2024-08-12 | +86.21% |
| MA MASTERCARD INCORPORATED | United States | CL A | 9,232 | $4,072,690 | 0.30% | 2024-06-30 | 2024-08-12 | +27.75% |
| AMGN AMGEN INC | United States | COM | 12,765 | $3,988,346 | 0.30% | 2024-06-30 | 2024-08-12 | +35.59% |
| HONZZZZ HONEYWELL INTL INC | COM | 18,187 | $3,883,592 | 0.29% | 2024-06-30 | 2024-08-12 | ||
| SHW SHERWIN WILLIAMS CO | United States | COM | 12,046 | $3,594,888 | 0.27% | 2024-06-30 | 2024-08-12 | +10.73% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 6,402 | $3,540,050 | 0.26% | 2024-06-30 | 2024-08-12 | +22.90% |
| INTU INTUIT | United States | COM | 5,346 | $3,513,445 | 0.26% | 2024-06-30 | 2024-08-12 | -59.22% |
| FRPT FRESHPET INC | United States | COM | 26,587 | $3,440,092 | 0.26% | 2024-06-30 | 2024-08-12 | -55.83% |
| GD GENERAL DYNAMICS CORP | United States | COM | 11,825 | $3,430,907 | 0.25% | 2024-06-30 | 2024-08-12 | +14.54% |
| TXN TEXAS INSTRS INC | United States | COM | 16,925 | $3,292,515 | 0.24% | 2024-06-30 | 2024-08-12 | +44.81% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 23,397 | $3,201,894 | 0.24% | 2024-06-30 | 2024-08-12 | -31.36% |
| PGR PROGRESSIVE CORP | United States | COM | 15,034 | $3,122,627 | 0.23% | 2024-06-30 | 2024-08-12 | +1.35% |
| WFC WELLS FARGO CO NEW | United States | COM | 52,487 | $3,117,177 | 0.23% | 2024-06-30 | 2024-08-12 | +35.51% |
| TOWN TOWNEBANK PORTSMOUTH VA | United States | COM | 109,669 | $2,990,666 | 0.22% | 2024-06-30 | 2024-08-12 | |
| UNP UNION PAC CORP | United States | COM | 13,193 | $2,985,035 | 0.22% | 2024-06-30 | 2024-08-12 | +21.17% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 12,297 | $2,935,184 | 0.22% | 2024-06-30 | 2024-08-12 | +9.68% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 9,374 | $2,884,837 | 0.21% | 2024-06-30 | 2024-08-12 | +5.34% |
| LIN LINDE PLC | United Kingdom | SHS | 6,347 | $2,784,926 | 0.21% | 2024-06-30 | 2024-08-12 | +7.88% |
| ITW ILLINOIS TOOL WKS INC | United States | COM | 11,747 | $2,783,624 | 0.21% | 2024-06-30 | 2024-08-12 | +12.71% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 19,175 | $2,650,001 | 0.20% | 2024-06-30 | 2024-08-12 | -28.37% |
| BX BLACKSTONE INC | United States | COM | 20,825 | $2,578,147 | 0.19% | 2024-06-30 | 2024-08-12 | -7.92% |
| BKNG BOOKING HOLDINGS INC | United States | COM | 632 | $2,503,668 | 0.19% | 2024-06-30 | 2024-08-12 | +2.45% |
| FISV FISERV INC | United States | COM | 16,520 | $2,462,069 | 0.18% | 2024-06-30 | 2024-08-12 | — split 2025-10-29, ratio not on file |
| KLAC KLA CORP | United States | COM NEW | 2,980 | $2,456,760 | 0.18% | 2024-06-30 | 2024-08-12 | +138.36% |
| TDG TRANSDIGM GROUP INC | United States | COM | 1,910 | $2,440,310 | 0.18% | 2024-06-30 | 2024-08-12 | -13.92% |
| NOW SERVICENOW INC | United States | COM | 3,045 | $2,395,214 | 0.18% | 2024-06-30 | 2024-08-12 | -17.41% |
| SO SOUTHERN CO | United States | COM | 30,778 | $2,387,434 | 0.18% | 2024-06-30 | 2024-08-12 | +7.58% |
| COP CONOCOPHILLIPS | United States | COM | 20,714 | $2,369,245 | 0.18% | 2024-06-30 | 2024-08-12 | +9.67% |
| LOW LOWES COS INC | United States | COM | 10,683 | $2,355,232 | 0.17% | 2024-06-30 | 2024-08-12 | -15.06% |
| CSX CSX CORP | United States | COM | 70,191 | $2,347,906 | 0.17% | 2024-06-30 | 2024-08-12 | +40.30% |
| AMAT APPLIED MATLS INC | United States | COM | 9,939 | $2,345,464 | 0.17% | 2024-06-30 | 2024-08-12 | +116.96% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 78,809 | $2,283,884 | 0.17% | 2024-06-30 | 2024-08-12 | +24.29% |
| PSN PARSONS CORP DEL | United States | COM | 27,894 | $2,282,008 | 0.17% | 2024-06-30 | 2024-08-12 | -49.21% |
| PM PHILIP MORRIS INTL INC | United States | COM | 22,440 | $2,273,884 | 0.17% | 2024-06-30 | 2024-08-12 | +91.35% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 6,606 | $2,239,658 | 0.17% | 2024-06-30 | 2024-08-12 | +129.14% |
| GE GE AEROSPACE | United States | COM NEW | 14,052 | $2,233,773 | 0.17% | 2024-06-30 | 2024-08-12 | +99.97% |
| TFC TRUIST FINL CORP | United States | COM | 56,706 | $2,203,036 | 0.16% | 2024-06-30 | 2024-08-12 | +19.54% |
| DHR DANAHER CORPORATION | United States | COM | 8,793 | $2,196,939 | 0.16% | 2024-06-30 | 2024-08-12 | -9.50% |
| SYY SYSCO CORP | United States | COM | 29,781 | $2,126,090 | 0.16% | 2024-06-30 | 2024-08-12 | +9.95% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 10,895 | $2,117,725 | 0.16% | 2024-06-30 | 2024-08-12 | -13.91% |
| SBUX STARBUCKS CORP | United States | COM | 27,178 | $2,115,788 | 0.16% | 2024-06-30 | 2024-08-12 | +22.58% |
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| Firm Name | Country | 13F Value | Holdings |
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| Not available yet | |||