BUCKINGHAM STRATEGIC PARTNERS, LLC

Q2 2024 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
6/30/2024
Date filed
8/14/2024
Form type
13F-HR
Num holdings
638
Total value ($000)
$3,810,010
Net value change ($000)
+350,974 (10.1%)
New positions
85
Sold out positions
51
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2024 Next filing: 11/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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 64,611 24.1%
LPLA 41,293 NEW
DFEM 22,869 33.1%
DFAC 21,029 5.2%
VGIT 20,187 61.4%
AVDV 18,891 15.6%
BSVO 16,623 6.4%
IDEV 14,976 12.1%
QQQ 14,082 NEW
AAPL 12,519 21.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAT -11,677 -5.7%
DFUV -4,033 -2.9%
MSFT -3,408 -7.9%
AVGO -3,149 -65.3%
VEA -2,778 -10.5%
EFA -2,397 -31.0%
V -2,268 -27.5%
CAT -1,895 -45.3%
SYK -1,829 -6.9%
UNH -1,678 -33.7%
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