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.
- CB: Country of operation —; Class COM; Shares 2,856; Value $728,508.
- WMB: Country of operation United States; Class COM; Shares 17,036; Value $724,046.
- KEYS: Country of operation United States; Class COM; Shares 5,292; Value $723,685.
- DOC: Country of operation United States; Class COM; Shares 36,843; Value $722,123.
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 |
|---|---|---|---|---|---|---|---|---|
| CB CHUBB LIMITED | COM | 2,856 | $728,508 | 0.05% | 2024-06-30 | 2024-08-12 | +30.19% | |
| WMB WILLIAMS COS INC | United States | COM | 17,036 | $724,046 | 0.05% | 2024-06-30 | 2024-08-12 | +61.48% |
| KEYS KEYSIGHT TECHNOLOGIES INC | United States | COM | 5,292 | $723,685 | 0.05% | 2024-06-30 | 2024-08-12 | +163.73% |
| DOC HEALTHPEAK PROPERTIES INC | United States | COM | 36,843 | $722,123 | 0.05% | 2024-06-30 | 2024-08-12 | +2.70% |
| MTD METTLER TOLEDO INTERNATIONAL | COM | 512 | $715,566 | 0.05% | 2024-06-30 | 2024-08-12 | +10.00% | |
| WASH WASHINGTON TR BANCORP INC | United States | COM | 25,551 | $700,353 | 0.05% | 2024-06-30 | 2024-08-12 | +38.42% |
| PAA PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 38,695 | $691,087 | 0.05% | 2024-06-30 | 2024-08-12 | +33.99% |
| HSIC HENRY SCHEIN INC | United States | COM | 10,780 | $690,998 | 0.05% | 2024-06-30 | 2024-08-12 | +32.56% |
| PAYX PAYCHEX INC | United States | COM | 5,820 | $689,985 | 0.05% | 2024-06-30 | 2024-08-12 | -16.24% |
| C CITIGROUP INC | United States | COM NEW | 10,648 | $675,721 | 0.05% | 2024-06-30 | 2024-08-12 | +106.11% |
| APD AIR PRODS & CHEMS INC | United States | COM | 2,617 | $675,317 | 0.05% | 2024-06-30 | 2024-08-12 | +8.19% |
| UDMY UDEMY INC | United States | COM | 77,953 | $672,734 | 0.05% | 2024-06-30 | 2024-08-12 | |
| AON AON PLC | Ireland | SHS CL A | 2,226 | $653,526 | 0.05% | 2024-06-30 | 2024-08-12 | -6.02% |
| EA ELECTRONIC ARTS INC | United States | COM | 4,565 | $636,061 | 0.05% | 2024-06-30 | 2024-08-12 | |
| TFSL TFS FINL CORP | United States | COM | 50,091 | $632,148 | 0.05% | 2024-06-30 | 2024-08-12 | +29.16% |
| CROX CROCS INC | United States | COM | 4,328 | $631,628 | 0.05% | 2024-06-30 | 2024-08-12 | -15.97% |
| OXY OCCIDENTAL PETE CORP | United States | COM | 9,755 | $614,832 | 0.05% | 2024-06-30 | 2024-08-12 | -12.84% |
| DHI D R HORTON INC | United States | COM | 4,354 | $613,616 | 0.05% | 2024-06-30 | 2024-08-12 | -1.09% |
| D DOMINION ENERGY INC | United States | COM | 12,510 | $613,005 | 0.05% | 2024-06-30 | 2024-08-12 | +23.76% |
| MPWR MONOLITHIC PWR SYS INC | United States | COM | 730 | $599,631 | 0.04% | 2024-06-30 | 2024-08-12 | +65.03% |
| MS MORGAN STANLEY | United States | COM NEW | 6,094 | $592,306 | 0.04% | 2024-06-30 | 2024-08-12 | +98.33% |
| ROST ROSS STORES INC | United States | COM | 4,072 | $591,743 | 0.04% | 2024-06-30 | 2024-08-12 | +61.30% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 8,023 | $591,261 | 0.04% | 2024-06-30 | 2024-08-12 | -8.17% |
| ADM ARCHER DANIELS MIDLAND CO | United States | COM | 9,623 | $581,721 | 0.04% | 2024-06-30 | 2024-08-12 | +31.35% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 2,151 | $580,718 | 0.04% | 2024-06-30 | 2024-08-12 | -41.65% |
| SRE SEMPRA | United States | COM | 7,605 | $578,438 | 0.04% | 2024-06-30 | 2024-08-12 | +2.79% |
| AZO AUTOZONE INC | United States | COM | 195 | $578,000 | 0.04% | 2024-06-30 | 2024-08-12 | -2.97% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 1,275 | $555,649 | 0.04% | 2024-06-30 | 2024-08-12 | +15.75% |
| NUE NUCOR CORP | United States | COM | 3,510 | $554,898 | 0.04% | 2024-06-30 | 2024-08-12 | +49.44% |
| DVN DEVON ENERGY CORP NEW | United States | COM | 11,646 | $552,031 | 0.04% | 2024-06-30 | 2024-08-12 | -1.69% |
| PWR QUANTA SVCS INC | United States | COM | 2,169 | $551,121 | 0.04% | 2024-06-30 | 2024-08-12 | +156.52% |
| MFC MANULIFE FINL CORP | COM | 20,669 | $550,209 | 0.04% | 2024-06-30 | 2024-08-12 | +63.11% | |
| AGCO AGCO CORP | United States | COM | 5,618 | $549,890 | 0.04% | 2024-06-30 | 2024-08-12 | +18.68% |
| DELL DELL TECHNOLOGIES INC | United States | CL C | 3,964 | $546,606 | 0.04% | 2024-06-30 | 2024-08-12 | +291.26% |
| CTVA CORTEVA INC | United States | COM | 10,075 | $543,438 | 0.04% | 2024-06-30 | 2024-08-12 | +44.36% |
| PINS PINTEREST INC | United States | CL A | 12,247 | $539,727 | 0.04% | 2024-06-30 | 2024-08-12 | -57.93% |
| CTAS CINTAS CORP | United States | COM | 767 | $537,099 | 0.04% | 2024-06-30 | 2024-08-12 | +12.95% |
| GEV GE VERNOVA INC | United States | COM | 3,130 | $536,826 | 0.04% | 2024-06-30 | 2024-08-12 | +461.19% |
| MSI MOTOROLA SOLUTIONS INC | United States | COM NEW | 1,384 | $534,172 | 0.04% | 2024-06-30 | 2024-08-12 | +15.56% |
| AWK AMERICAN WTR WKS CO INC NEW | United States | COM | 3,997 | $516,281 | 0.04% | 2024-06-30 | 2024-08-12 | +0.50% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 4,993 | $515,627 | 0.04% | 2024-06-30 | 2024-08-12 | +784.53% | |
| DG DOLLAR GEN CORP NEW | United States | COM | 3,866 | $511,165 | 0.04% | 2024-06-30 | 2024-08-12 | -7.25% |
| DTM DT MIDSTREAM INC | United States | COMMON STOCK | 7,144 | $507,451 | 0.04% | 2024-06-30 | 2024-08-12 | +71.24% |
| MTB M & T BK CORP | United States | COM | 3,324 | $503,063 | 0.04% | 2024-06-30 | 2024-08-12 | +43.70% |
| ZBH ZIMMER BIOMET HOLDINGS INC | United States | COM | 4,604 | $499,667 | 0.04% | 2024-06-30 | 2024-08-12 | -15.84% |
| XYL XYLEM INC | United States | COM | 3,608 | $489,353 | 0.04% | 2024-06-30 | 2024-08-12 | -25.58% |
| PCG PG&E CORP | United States | COM | 28,021 | $489,247 | 0.04% | 2024-06-30 | 2024-08-12 | -30.24% |
| CRS CARPENTER TECHNOLOGY CORP | United States | COM | 4,453 | $488,000 | 0.04% | 2024-06-30 | 2024-08-12 | +257.49% |
| HWC HANCOCK WHITNEY CORPORATION | United States | COM | 10,131 | $484,566 | 0.04% | 2024-06-30 | 2024-08-12 | +50.95% |
| COKE COCA COLA CONS INC | United States | COM | 446 | $483,910 | 0.04% | 2024-06-30 | 2024-08-12 | +75.90% |
| K KELLANOVA | United States | COM | 8,301 | $478,822 | 0.04% | 2024-06-30 | 2024-08-12 | |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 3,048 | $473,866 | 0.04% | 2024-06-30 | 2024-08-12 | +42.56% |
| CLX CLOROX CO DEL | United States | COM | 3,456 | $471,626 | 0.03% | 2024-06-30 | 2024-08-12 | -40.21% |
| PYPL PAYPAL HLDGS INC | United States | COM | 8,104 | $470,293 | 0.03% | 2024-06-30 | 2024-08-12 | -7.13% |
| WMS ADVANCED DRAIN SYS INC DEL | United States | COM | 2,919 | $468,124 | 0.03% | 2024-06-30 | 2024-08-12 | -19.89% |
| ORI OLD REP INTL CORP | United States | COM | 15,132 | $467,567 | 0.03% | 2024-06-30 | 2024-08-12 | +23.14% |
| SR SPIRE INC | United States | COM | 7,671 | $465,858 | 0.03% | 2024-06-30 | 2024-08-12 | +26.41% |
| CP CANADIAN PACIFIC KANSAS CITY | COM | 5,916 | $465,757 | 0.03% | 2024-06-30 | 2024-08-12 | +9.88% | |
| RY ROYAL BK CDA | COM | 4,365 | $464,320 | 0.03% | 2024-06-30 | 2024-08-12 | +87.82% | |
| PH PARKER-HANNIFIN CORP | United States | COM | 913 | $461,834 | 0.03% | 2024-06-30 | 2024-08-12 | +91.84% |
| FHN FIRST HORIZON CORPORATION | United States | COM | 29,189 | $460,306 | 0.03% | 2024-06-30 | 2024-08-12 | +46.48% |
| CBSH COMMERCE BANCSHARES INC | United States | COM | 8,118 | $452,809 | 0.03% | 2024-06-30 | 2024-08-12 | +9.37% |
| CNC CENTENE CORP DEL | United States | COM | 6,703 | $444,409 | 0.03% | 2024-06-30 | 2024-08-12 | — split 2025-07-02, ratio not on file |
| HEI HEICO CORP NEW | United States | COM | 1,960 | $438,314 | 0.03% | 2024-06-30 | 2024-08-12 | +37.34% |
| LNT ALLIANT ENERGY CORP | United States | COM | 8,561 | $435,779 | 0.03% | 2024-06-30 | 2024-08-12 | +26.40% |
| BMI BADGER METER INC | United States | COM | 2,337 | $435,414 | 0.03% | 2024-06-30 | 2024-08-12 | -32.39% |
| J JACOBS SOLUTIONS INC | United States | COM | 3,084 | $430,866 | 0.03% | 2024-06-30 | 2024-08-12 | +18.10% |
| EXAS EXACT SCIENCES CORP | United States | COM | 10,168 | $429,598 | 0.03% | 2024-06-30 | 2024-08-12 | |
| MKL MARKEL GROUP INC | United States | COM | 272 | $428,580 | 0.03% | 2024-06-30 | 2024-08-12 | +10.44% |
| PFG PRINCIPAL FINANCIAL GROUP IN | United States | COM | 5,440 | $426,764 | 0.03% | 2024-06-30 | 2024-08-12 | +45.28% |
| MET METLIFE INC | United States | COM | 6,075 | $426,435 | 0.03% | 2024-06-30 | 2024-08-12 | +35.63% |
| JEF JEFFERIES FINL GROUP INC | United States | COM | 8,501 | $423,010 | 0.03% | 2024-06-30 | 2024-08-12 | -6.51% |
| WTW WILLIS TOWERS WATSON PLC LTD | SHS | 1,613 | $422,721 | 0.03% | 2024-06-30 | 2024-08-12 | +10.08% | |
| OMC OMNICOM GROUP INC | United States | COM | 4,706 | $422,101 | 0.03% | 2024-06-30 | 2024-08-12 | -17.35% |
| AR ANTERO RESOURCES CORP | United States | COM | 12,828 | $418,578 | 0.03% | 2024-06-30 | 2024-08-12 | +2.88% |
| FSLR FIRST SOLAR INC | United States | COM | 1,854 | $418,003 | 0.03% | 2024-06-30 | 2024-08-12 | -21.52% |
| O REALTY INCOME CORP | United States | COM | 7,850 | $414,629 | 0.03% | 2024-06-30 | 2024-08-12 | +4.39% |
| CARR CARRIER GLOBAL CORPORATION | United States | COM | 6,461 | $407,532 | 0.03% | 2024-06-30 | 2024-08-12 | -12.21% |
| ETR ENTERGY CORP NEW | United States | COM | 3,770 | $403,390 | 0.03% | 2024-06-30 | 2024-08-12 | +86.47% |
| OZK BANK OZK LITTLE ROCK ARK | United States | COM | 9,799 | $401,769 | 0.03% | 2024-06-30 | 2024-08-12 | +12.68% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 388 | $396,726 | 0.03% | 2024-06-30 | 2024-08-12 | +79.36% | |
| LMB LIMBACH HLDGS INC | United States | COM | 6,914 | $393,614 | 0.03% | 2024-06-30 | 2024-08-12 | -15.77% |
| SLB SCHLUMBERGER LTD | COM STK | 8,312 | $392,143 | 0.03% | 2024-06-30 | 2024-08-12 | +5.70% | |
| CAG CONAGRA BRANDS INC | United States | COM | 13,770 | $391,334 | 0.03% | 2024-06-30 | 2024-08-12 | -50.28% |
| FTNT FORTINET INC | United States | COM | 6,474 | $390,158 | 0.03% | 2024-06-30 | 2024-08-12 | +191.95% |
| RSG REPUBLIC SVCS INC | United States | COM | 2,001 | $388,931 | 0.03% | 2024-06-30 | 2024-08-12 | +9.05% |
| MPLX MPLX LP | United States | COM UNIT REP LTD | 9,119 | $388,383 | 0.03% | 2024-06-30 | 2024-08-12 | +33.95% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 5,095 | $383,959 | 0.03% | 2024-06-30 | 2024-08-12 | -55.75% |
| DBC INVESCO DB COMMDY INDX TRCK | United States | UNIT | 16,265 | $377,837 | 0.03% | 2024-06-30 | 2024-08-12 | +37.75% |
| URI UNITED RENTALS INC | United States | COM | 584 | $377,618 | 0.03% | 2024-06-30 | 2024-08-12 | +56.87% |
| FE FIRSTENERGY CORP | United States | COM | 9,739 | $372,730 | 0.03% | 2024-06-30 | 2024-08-12 | +14.03% |
| GM GENERAL MTRS CO | United States | COM | 7,991 | $371,262 | 0.03% | 2024-06-30 | 2024-08-12 | +73.20% |
| TYL TYLER TECHNOLOGIES INC | United States | COM | 731 | $367,620 | 0.03% | 2024-06-30 | 2024-08-12 | -37.10% |
| BKH BLACK HILLS CORP | United States | COM | 6,739 | $366,473 | 0.03% | 2024-06-30 | 2024-08-12 | +29.22% |
| MCO MOODYS CORP | United States | COM | 865 | $364,104 | 0.03% | 2024-06-30 | 2024-08-12 | +8.05% |
| BUSE FIRST BUSEY CORP | United States | COM NEW | 14,888 | $360,438 | 0.03% | 2024-06-30 | 2024-08-12 | +21.35% |
| GLW CORNING INC | United States | COM | 9,246 | $359,210 | 0.03% | 2024-06-30 | 2024-08-12 | +308.52% |
| JCI JOHNSON CTLS INTL PLC | SHS | 5,388 | $358,140 | 0.03% | 2024-06-30 | 2024-08-12 | +124.79% | |
| BRO BROWN & BROWN INC | United States | COM | 3,998 | $357,461 | 0.03% | 2024-06-30 | 2024-08-12 | -32.22% |
| KMI KINDER MORGAN INC DEL | United States | COM | 17,918 | $356,022 | 0.03% | 2024-06-30 | 2024-08-12 | +53.25% |
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| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||