$1.05 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 406 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEI | New | ISHARES TR3 7 yr treas bd | $14,732,000 | – | 110,210 | +100.0% | 1.40% | – |
| RWR | New | SPDR SER TRdj reit etf | $1,421,000 | – | 18,213 | +100.0% | 0.14% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,363,000 | – | 22,122 | +100.0% | 0.13% | – |
| SIVB | New | SVB FINANCIAL GROUP | $702,000 | – | 3,259 | +100.0% | 0.07% | – |
| PSA | New | PUBLIC STORAGE | $696,000 | – | 3,629 | +100.0% | 0.07% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $672,000 | – | 6,700 | +100.0% | 0.06% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $641,000 | – | 7,759 | +100.0% | 0.06% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $541,000 | – | 30,090 | +100.0% | 0.05% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $535,000 | – | 9,115 | +100.0% | 0.05% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $523,000 | – | 9,262 | +100.0% | 0.05% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $511,000 | – | 11,490 | +100.0% | 0.05% | – |
| ZTS | New | ZOETIS INCcl a | $477,000 | – | 3,482 | +100.0% | 0.04% | – |
| BKNG | New | BOOKING HOLDINGS INC | $371,000 | – | 233 | +100.0% | 0.04% | – |
| NEM | New | NEWMONT CORP | $338,000 | – | 5,480 | +100.0% | 0.03% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $333,000 | – | 3,373 | +100.0% | 0.03% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $329,000 | – | 578 | +100.0% | 0.03% | – |
| SHOP | New | SHOPIFY INCcl a | $304,000 | – | 320 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $290,000 | – | 276 | +100.0% | 0.03% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $299,000 | – | 2,505 | +100.0% | 0.03% | – |
| O | New | REALTY INCOME CORP | $298,000 | – | 5,017 | +100.0% | 0.03% | – |
| SLP | New | SIMULATIONS PLUS INC | $272,000 | – | 4,550 | +100.0% | 0.03% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $267,000 | – | 2,435 | +100.0% | 0.02% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $261,000 | – | 5,233 | +100.0% | 0.02% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $265,000 | – | 4,364 | +100.0% | 0.02% | – |
| TER | New | TERADYNE INC | $253,000 | – | 2,997 | +100.0% | 0.02% | – |
| SPHD | New | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $248,000 | – | 7,545 | +100.0% | 0.02% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $244,000 | – | 3,564 | +100.0% | 0.02% | – |
| SXT | New | SENSIENT TECHNOLOGIES CORP | $239,000 | – | 4,581 | +100.0% | 0.02% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $244,000 | – | 10,279 | +100.0% | 0.02% | – |
| PRU | New | PRUDENTIAL FINL INC | $239,000 | – | 3,930 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $233,000 | – | 575 | +100.0% | 0.02% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $219,000 | – | 5,971 | +100.0% | 0.02% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $208,000 | – | 12,505 | +100.0% | 0.02% | – |
| TDG | New | TRANSDIGM GROUP INC | $211,000 | – | 478 | +100.0% | 0.02% | – |
| EVBG | New | EVERBRIDGE INC | $203,000 | – | 1,469 | +100.0% | 0.02% | – |
| STND | New | STANDARD AVB FINL CORP | $201,000 | – | 8,655 | +100.0% | 0.02% | – |
| ORI | New | OLD REP INTL CORP | $173,000 | – | 10,583 | +100.0% | 0.02% | – |
| KMI | New | KINDER MORGAN INC DEL | $156,000 | – | 10,301 | +100.0% | 0.02% | – |
| AEG | New | AEGON N V | $71,000 | – | 24,249 | +100.0% | 0.01% | – |
| TXMD | New | THERAPEUTICSMD INC | $22,000 | – | 17,500 | +100.0% | 0.00% | – |
| KLXE | New | KLX ENERGY SERVICS HOLDNGS I | $22,000 | – | 10,000 | +100.0% | 0.00% | – |
| AMPE | New | AMPIO PHARMACEUTICALS INC | $10,000 | – | 16,080 | +100.0% | 0.00% | – |
| ISIG | New | INSIGNIA SYS INC | $13,000 | – | 17,838 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
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.