$420 Million is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 290 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDSI | Exit | BIODELIVERY SCIENCES INTL IN | $0 | – | -35,600 | -100.0% | -0.02% | – |
| KRG | Exit | KITE RLTY GROUP TR | $0 | – | -10,420 | -100.0% | -0.05% | – |
| MORE | Exit | MONOGRAM RESIDENTIAL TR INC | $0 | – | -20,000 | -100.0% | -0.05% | – |
| JWA | Exit | WILEY JOHN & SONS INCcl a | $0 | – | -3,800 | -100.0% | -0.05% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,434 | -100.0% | -0.05% | – |
| USMV | Exit | ISHARES TRmin vol usa etf | $0 | – | -4,211 | -100.0% | -0.05% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,008 | -100.0% | -0.05% | – |
| KR | Exit | KROGER CO | $0 | – | -9,408 | -100.0% | -0.05% | – |
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -15,213 | -100.0% | -0.05% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -6,791 | -100.0% | -0.05% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -3,160 | -100.0% | -0.06% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -3,114 | -100.0% | -0.06% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -6,949 | -100.0% | -0.06% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -4,596 | -100.0% | -0.06% | – |
| KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -4,481 | -100.0% | -0.06% | – |
| MIDD | Exit | MIDDLEBY CORP | $0 | – | -2,353 | -100.0% | -0.07% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -18,694 | -100.0% | -0.07% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -330 | -100.0% | -0.07% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,961 | -100.0% | -0.08% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -5,222 | -100.0% | -0.08% | – |
| HPQ | Exit | HP INC | $0 | – | -19,548 | -100.0% | -0.08% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -5,614 | -100.0% | -0.09% | – |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $0 | – | -17,820 | -100.0% | -0.14% | – |
| CTRP | Exit | CTRIP COM INTL LTD | $0 | – | -12,173 | -100.0% | -0.15% | – |
| RAI | Exit | REYNOLDS AMERICAN INC | $0 | – | -11,155 | -100.0% | -0.17% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -11,978 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 42 | Q3 2023 | 18.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
| ISHARES TR | 42 | Q3 2023 | 4.2% |
| APPLE INC | 42 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.5% |
| US BANCORP DEL | 42 | Q3 2023 | 3.3% |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.