BUCKINGHAM STRATEGIC PARTNERS, LLC

Q4 2023 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
12/31/2023
Date filed
2/14/2024
Form type
13F-HR
Num holdings
413
Total value ($000)
$2,085,196
Net value change ($000)
+21,343 (1.0%)
New positions
38
Sold out positions
67
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/15/2023 Next filing: 5/15/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 42,928 29.2%
AVDV 37,880 128.4%
DFSD 14,260 121.5%
IDEV 13,995 18.7%
DFEM 13,466 78.6%
VGIT 8,455 8.1%
AVUV 8,256 27.2%
DIHP 6,705 255.4%
VTI 6,665 16.2%
DUHP 6,615 136.1%
Top Reduces (Value $000, Stocks/ETFs)
DFIV -43,379 -36.6%
DFAC -36,805 -16.4%
BSVO -19,921 -14.8%
DFUV -13,470 -18.5%
DFAX -10,031 -18.5%
ADBE -4,901 -88.5%
DFAS -4,361 -18.8%
BRK-B -3,619 -43.5%
DFUS -3,487 -11.5%
ATI -2,890 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type