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.
- PEN: Country of operation United States; Class COM; Shares 11,276; Value $2,029,342.
- CRM: Country of operation United States; Class COM; Shares 7,885; Value $2,027,157.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 45,977; Value $2,019,770.
- ROK: Country of operation United States; Class COM; Shares 7,276; Value $2,003,039.
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 |
|---|---|---|---|---|---|---|---|---|
| PEN PENUMBRA INC | United States | COM | 11,276 | $2,029,342 | 0.15% | 2024-06-30 | 2024-08-12 | +77.17% |
| CRM SALESFORCE INC | United States | COM | 7,885 | $2,027,157 | 0.15% | 2024-06-30 | 2024-08-12 | -12.36% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 45,977 | $2,019,770 | 0.15% | 2024-06-30 | 2024-08-12 | +78.74% |
| ROK ROCKWELL AUTOMATION INC | United States | COM | 7,276 | $2,003,039 | 0.15% | 2024-06-30 | 2024-08-12 | +56.76% |
| CMCSA COMCAST CORP NEW | United States | CL A | 50,716 | $1,986,033 | 0.15% | 2024-06-30 | 2024-08-12 | -41.14% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 46,466 | $1,929,714 | 0.14% | 2024-06-30 | 2024-08-12 | +51.36% |
| CI THE CIGNA GROUP | United States | COM | 5,730 | $1,894,085 | 0.14% | 2024-06-30 | 2024-08-12 | -16.73% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 6,183 | $1,876,002 | 0.14% | 2024-06-30 | 2024-08-12 | -41.62% | |
| ESNT ESSENT GROUP LTD | COM | 33,216 | $1,866,407 | 0.14% | 2024-06-30 | 2024-08-12 | +12.55% | |
| GPC GENUINE PARTS CO | United States | COM | 13,198 | $1,825,485 | 0.14% | 2024-06-30 | 2024-08-12 | -8.22% |
| MPC MARATHON PETE CORP | United States | COM | 10,322 | $1,790,586 | 0.13% | 2024-06-30 | 2024-08-12 | +125.98% |
| HSY HERSHEY CO | United States | COM | 9,677 | $1,778,977 | 0.13% | 2024-06-30 | 2024-08-12 | -12.20% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 17,454 | $1,749,385 | 0.13% | 2024-06-30 | 2024-08-12 | +13.95% |
| WM WASTE MGMT INC DEL | United States | COM | 8,131 | $1,734,561 | 0.13% | 2024-06-30 | 2024-08-12 | -2.93% |
| CEG CONSTELLATION ENERGY CORP | United States | COM | 8,597 | $1,721,744 | 0.13% | 2024-06-30 | 2024-08-12 | +32.11% |
| EW EDWARDS LIFESCIENCES CORP | United States | COM | 18,422 | $1,701,640 | 0.13% | 2024-06-30 | 2024-08-12 | -4.64% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 22,971 | $1,692,704 | 0.13% | 2024-06-30 | 2024-08-12 | +34.48% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 10,296 | $1,670,099 | 0.12% | 2024-06-30 | 2024-08-12 | +274.56% |
| PSX PHILLIPS 66 | United States | COM | 11,751 | $1,658,839 | 0.12% | 2024-06-30 | 2024-08-12 | +78.69% |
| MMM 3M CO | United States | COM | 15,611 | $1,595,299 | 0.12% | 2024-06-30 | 2024-08-12 | +64.88% |
| YUM YUM BRANDS INC | United States | COM | 11,972 | $1,585,814 | 0.12% | 2024-06-30 | 2024-08-12 | +3.98% |
| AEE AMEREN CORP | United States | COM | 22,259 | $1,582,871 | 0.12% | 2024-06-30 | 2024-08-12 | +40.98% |
| FDX FEDEX CORP | United States | COM | 5,274 | $1,581,479 | 0.12% | 2024-06-30 | 2024-08-12 | +18.98% |
| CINF CINCINNATI FINL CORP | United States | COM | 13,287 | $1,569,195 | 0.12% | 2024-06-30 | 2024-08-12 | +36.44% |
| CBRE CBRE GROUP INC | United States | CL A | 17,527 | $1,561,831 | 0.12% | 2024-06-30 | 2024-08-12 | +46.83% |
| SLV ISHARES SILVER TR | United States | ISHARES | 57,245 | $1,521,000 | 0.11% | 2024-06-30 | 2024-08-12 | +108.81% |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 11,039 | $1,511,129 | 0.11% | 2024-06-30 | 2024-08-12 | +11.18% |
| TT TRANE TECHNOLOGIES PLC | SHS | 4,589 | $1,509,460 | 0.11% | 2024-06-30 | 2024-08-12 | +38.51% | |
| MORN MORNINGSTAR INC | United States | COM | 5,022 | $1,485,759 | 0.11% | 2024-06-30 | 2024-08-12 | -37.01% |
| ADI ANALOG DEVICES INC | United States | COM | 6,392 | $1,459,152 | 0.11% | 2024-06-30 | 2024-08-12 | +74.46% |
| CMS CMS ENERGY CORP | United States | COM | 24,397 | $1,452,382 | 0.11% | 2024-06-30 | 2024-08-12 | +6.58% |
| PRAA PRA GROUP INC | United States | COM | 73,194 | $1,438,994 | 0.11% | 2024-06-30 | 2024-08-12 | -1.12% |
| OKE ONEOK INC NEW | United States | COM | 17,587 | $1,434,255 | 0.11% | 2024-06-30 | 2024-08-12 | +6.51% |
| MO ALTRIA GROUP INC | United States | COM | 31,049 | $1,414,274 | 0.10% | 2024-06-30 | 2024-08-12 | +50.87% |
| PRCT PROCEPT BIOROBOTICS CORP | United States | COM | 22,967 | $1,403,054 | 0.10% | 2024-06-30 | 2024-08-12 | -70.18% |
| DJT TRUMP MEDIA & TECHNOLOGY GRO | United States | COM | 42,685 | $1,397,934 | 0.10% | 2024-06-30 | 2024-08-12 | -72.21% |
| TGT TARGET CORP | United States | COM | 9,363 | $1,386,129 | 0.10% | 2024-06-30 | 2024-08-12 | +5.67% |
| MCK MCKESSON CORP | United States | COM | 2,332 | $1,361,872 | 0.10% | 2024-06-30 | 2024-08-12 | +48.08% |
| TMUS T-MOBILE US INC | United States | COM | 7,695 | $1,355,651 | 0.10% | 2024-06-30 | 2024-08-12 | -7.49% |
| MDT MEDTRONIC PLC | Ireland | SHS | 17,177 | $1,352,019 | 0.10% | 2024-06-30 | 2024-08-12 | +10.65% |
| DTE DTE ENERGY CO | United States | COM | 11,985 | $1,330,407 | 0.10% | 2024-06-30 | 2024-08-12 | +10.25% |
| HPQ HP INC | United States | COM | 37,805 | $1,323,917 | 0.10% | 2024-06-30 | 2024-08-12 | -12.25% |
| WTM WHITE MTNS INS GROUP LTD | United States | COM | 721 | $1,310,381 | 0.10% | 2024-06-30 | 2024-08-12 | +11.23% |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 20,850 | $1,306,253 | 0.10% | 2024-06-30 | 2024-08-12 | -49.11% |
| VLO VALERO ENERGY CORP | United States | COM | 8,181 | $1,282,465 | 0.10% | 2024-06-30 | 2024-08-12 | +147.33% |
| BANR BANNER CORP | United States | COM NEW | 25,560 | $1,268,798 | 0.09% | 2024-06-30 | 2024-08-12 | +35.92% |
| CAMT CAMTEK LTD | ORD | 10,019 | $1,254,780 | 0.09% | 2024-06-30 | 2024-08-12 | +22.02% | |
| AFL AFLAC INC | United States | COM | 14,025 | $1,252,541 | 0.09% | 2024-06-30 | 2024-08-12 | +27.26% |
| ET ENERGY TRANSFER L P | United States | COM UT LTD PTN | 76,978 | $1,248,577 | 0.09% | 2024-06-30 | 2024-08-12 | +22.75% |
| SNA SNAP ON INC | United States | COM | 4,732 | $1,236,811 | 0.09% | 2024-06-30 | 2024-08-12 | +40.43% |
| TJX TJX COS INC NEW | United States | COM | 11,035 | $1,214,906 | 0.09% | 2024-06-30 | 2024-08-12 | +21.53% |
| A AGILENT TECHNOLOGIES INC | United States | COM | 9,222 | $1,195,391 | 0.09% | 2024-06-30 | 2024-08-12 | +35.02% |
| CMI CUMMINS INC | United States | COM | 4,290 | $1,188,116 | 0.09% | 2024-06-30 | 2024-08-12 | +88.27% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 13,505 | $1,184,963 | 0.09% | 2024-06-30 | 2024-08-12 | +35.97% |
| RCL ROYAL CARIBBEAN GROUP | United States | COM | 7,406 | $1,180,676 | 0.09% | 2024-06-30 | 2024-08-12 | +63.50% |
| MKC MCCORMICK & CO INC | United States | COM NON VTG | 16,613 | $1,178,560 | 0.09% | 2024-06-30 | 2024-08-12 | -31.77% |
| MSTR MICROSTRATEGY INC | United States | CL A NEW | 850 | $1,171,421 | 0.09% | 2024-06-30 | 2024-08-12 | +12.28% |
| ALL ALLSTATE CORP | United States | COM | 7,149 | $1,141,463 | 0.08% | 2024-06-30 | 2024-08-12 | +41.19% |
| XEL XCEL ENERGY INC | United States | COM | 21,354 | $1,140,495 | 0.08% | 2024-06-30 | 2024-08-12 | +32.35% |
| PSA PUBLIC STORAGE OPER CO | United States | COM | 3,882 | $1,116,750 | 0.08% | 2024-06-30 | 2024-08-12 | -0.72% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 16,998 | $1,112,333 | 0.08% | 2024-06-30 | 2024-08-12 | -9.35% |
| BDX BECTON DICKINSON & CO | United States | COM | 4,718 | $1,102,733 | 0.08% | 2024-06-30 | 2024-08-12 | -0.96% |
| FAST FASTENAL CO | United States | COM | 17,277 | $1,085,703 | 0.08% | 2024-06-30 | 2024-08-12 | +59.01% |
| IDXX IDEXX LABS INC | United States | COM | 2,208 | $1,075,767 | 0.08% | 2024-06-30 | 2024-08-12 | +9.49% |
| PPG PPG INDS INC | United States | COM | 8,278 | $1,042,083 | 0.08% | 2024-06-30 | 2024-08-12 | -15.78% |
| CAH CARDINAL HEALTH INC | United States | COM | 10,478 | $1,030,213 | 0.08% | 2024-06-30 | 2024-08-12 | +127.74% |
| CORT CORCEPT THERAPEUTICS INC | United States | COM | 31,362 | $1,018,951 | 0.08% | 2024-06-30 | 2024-08-12 | — split 2025-03-31, ratio not on file |
| ELV ELEVANCE HEALTH INC | United States | COM | 1,854 | $1,004,423 | 0.07% | 2024-06-30 | 2024-08-12 | -27.52% |
| F FORD MTR CO DEL | United States | COM | 79,571 | $997,816 | 0.07% | 2024-06-30 | 2024-08-12 | -1.91% |
| HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 44,905 | $950,638 | 0.07% | 2024-06-30 | 2024-08-12 | +190.46% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 2,091 | $945,739 | 0.07% | 2024-06-30 | 2024-08-12 | +102.56% |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 2,011 | $942,596 | 0.07% | 2024-06-30 | 2024-08-12 | +12.38% |
| HIG HARTFORD FINL SVCS GROUP INC | United States | COM | 9,359 | $940,972 | 0.07% | 2024-06-30 | 2024-08-12 | +25.17% |
| ED CONSOLIDATED EDISON INC | United States | COM | 10,350 | $925,489 | 0.07% | 2024-06-30 | 2024-08-12 | +15.56% |
| CTRA COTERRA ENERGY INC | United States | COM | 33,730 | $899,570 | 0.07% | 2024-06-30 | 2024-08-12 | |
| TRV TRAVELERS COMPANIES INC | United States | COM | 4,423 | $899,468 | 0.07% | 2024-06-30 | 2024-08-12 | +78.62% |
| SYK STRYKER CORPORATION | United States | COM | 2,582 | $878,578 | 0.07% | 2024-06-30 | 2024-08-12 | -18.07% |
| DPZ DOMINOS PIZZA INC | United States | COM | 1,661 | $857,800 | 0.06% | 2024-06-30 | 2024-08-12 | -41.55% |
| CME CME GROUP INC | United States | COM | 4,323 | $849,934 | 0.06% | 2024-06-30 | 2024-08-12 | +33.89% |
| DLTR DOLLAR TREE INC | United States | COM | 7,943 | $848,074 | 0.06% | 2024-06-30 | 2024-08-12 | +6.12% |
| ORLY OREILLY AUTOMOTIVE INC | United States | COM | 803 | $848,016 | 0.06% | 2024-06-30 | 2024-08-12 | +22.26% |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 2,209 | $846,631 | 0.06% | 2024-06-30 | 2024-08-12 | +174.26% |
| EXC EXELON CORP | United States | COM | 24,007 | $830,874 | 0.06% | 2024-06-30 | 2024-08-12 | +17.45% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 3,923 | $826,646 | 0.06% | 2024-06-30 | 2024-08-12 | -19.12% |
| ZTS ZOETIS INC | United States | CL A | 4,748 | $823,193 | 0.06% | 2024-06-30 | 2024-08-12 | -59.45% |
| GWW GRAINGER W W INC | United States | COM | 908 | $819,234 | 0.06% | 2024-06-30 | 2024-08-12 | +38.40% |
| CVS CVS HEALTH CORP | United States | COM | 13,824 | $816,453 | 0.06% | 2024-06-30 | 2024-08-12 | +47.48% |
| FCF FIRST COMWLTH FINL CORP PA | United States | COM | 58,946 | $814,044 | 0.06% | 2024-06-30 | 2024-08-12 | +47.21% |
| ENB ENBRIDGE INC | COM | 22,841 | $812,920 | 0.06% | 2024-06-30 | 2024-08-12 | +31.08% | |
| GIS GENERAL MLS INC | United States | COM | 12,566 | $794,908 | 0.06% | 2024-06-30 | 2024-08-12 | -46.54% |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 3,515 | $789,306 | 0.06% | 2024-06-30 | 2024-08-12 | +5.29% |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 30,765 | $779,266 | 0.06% | 2024-06-30 | 2024-08-12 | +638.14% |
| DOW DOW INC | United States | COM | 14,627 | $775,942 | 0.06% | 2024-06-30 | 2024-08-12 | -47.95% |
| MU MICRON TECHNOLOGY INC | United States | COM | 5,893 | $775,089 | 0.06% | 2024-06-30 | 2024-08-12 | +709.76% |
| DOV DOVER CORP | United States | COM | 4,250 | $766,957 | 0.06% | 2024-06-30 | 2024-08-12 | +5.13% |
| KR KROGER CO | United States | COM | 15,198 | $758,817 | 0.06% | 2024-06-30 | 2024-08-12 | +21.75% |
| HAL HALLIBURTON CO | United States | COM | 22,028 | $744,115 | 0.06% | 2024-06-30 | 2024-08-12 | -6.63% |
| PRU PRUDENTIAL FINL INC | United States | COM | 6,277 | $735,600 | 0.05% | 2024-06-30 | 2024-08-12 | -1.82% |
| SHOP SHOPIFY INC | CL A | 11,065 | $730,843 | 0.05% | 2024-06-30 | 2024-08-12 | +124.47% | |
| HUBB HUBBELL INC | United States | COM | 1,999 | $730,595 | 0.05% | 2024-06-30 | 2024-08-12 | +25.61% |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||