$1.31 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 476 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 103.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | Exit | GENERAL ELECTRIC COcall | $0 | – | -1,000 | -100.0% | 0.00% | – |
| HCRSQ | Exit | HI-CRUSH PARTNERS LP | $0 | – | -10,000 | -100.0% | 0.00% | – |
| KLXE | Exit | KLX ENERGY SERVICS HOLDNGS I | $0 | – | -10,000 | -100.0% | -0.00% | – |
| AEG | Exit | AEGON N V | $0 | – | -24,249 | -100.0% | -0.01% | – |
| AEYE | Exit | AUDIOEYE INC | $0 | – | -11,531 | -100.0% | -0.01% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -1,590 | -100.0% | -0.02% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -1,469 | -100.0% | -0.02% | – |
| BMTC | Exit | BRYN MAWR BK CORP | $0 | – | -7,255 | -100.0% | -0.02% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -5,397 | -100.0% | -0.02% | – |
| TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -3,978 | -100.0% | -0.02% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -4,065 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,054 | -100.0% | -0.02% | – |
| TTE | Exit | TOTAL S.A.sponsored ads | $0 | – | -5,787 | -100.0% | -0.02% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -575 | -100.0% | -0.02% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -8,049 | -100.0% | -0.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -419 | -100.0% | -0.02% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -7,545 | -100.0% | -0.02% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -5,233 | -100.0% | -0.02% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -4,364 | -100.0% | -0.02% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -3,085 | -100.0% | -0.03% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -12,697 | -100.0% | -0.04% | – |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -233 | -100.0% | -0.04% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -3,839 | -100.0% | -0.04% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -4,394 | -100.0% | -0.05% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -9,262 | -100.0% | -0.05% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -30,090 | -100.0% | -0.05% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -6,700 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.