BUCKINGHAM STRATEGIC PARTNERS, LLC

Q3 2024 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
9/30/2024
Date filed
11/14/2024
Form type
13F-HR
Num holdings
752
Total value ($000)
$4,749,419
Net value change ($000)
+939,409 (24.7%)
New positions
142
Sold out positions
27
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2024 Next filing: 2/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VGIT 172,213 324.5%
VTIP 79,509 311.4%
DFSD 75,097 349.4%
ITOT 51,382 15.5%
AVDV 37,779 27.0%
BSVO 37,664 13.7%
DFGR 26,174 5385.6%
DFAC 24,614 5.8%
IDEV 22,031 15.8%
DFEM 19,355 21.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,311 -51.9%
LPLA -6,755 -16.4%
VTI -4,710 -5.4%
FVD -2,751 -44.7%
EFA -2,484 -46.5%
VO -1,329 -24.6%
BA -1,047 -31.9%
SOXX -1,014 -59.3%
CAMT -772 -36.3%
SPTM -671 -19.0%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type