BUCKINGHAM STRATEGIC PARTNERS, LLC

Q1 2024 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
3/31/2024
Date filed
5/15/2024
Form type
13F-HR
Num holdings
603
Total value ($000)
$3,459,036
Net value change ($000)
+1,373,840 (65.9%)
New positions
236
Sold out positions
44
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2024 Next filing: 8/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFAC 216,362 115.4%
BSVO 143,639 125.4%
DFUV 81,515 137.2%
ITOT 77,700 40.9%
DFIV 74,888 99.8%
DFAT 62,399 44.3%
AVDV 53,793 79.8%
VTI 40,577 84.7%
DFUS 39,724 148.6%
DFEM 38,403 125.5%
Top Reduces (Value $000, Stocks/ETFs)
VGIT -79,325 -70.7%
VTIP -41,462 -71.5%
DFSD -15,335 -59.0%
IEI -10,924 -96.7%
QQQ -9,043 -100.0%
DFGR -8,826 -95.1%
SHY -5,973 -83.3%
AGG -4,532 -71.7%
SPIB -4,332 -93.3%
LPLA -4,066 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type