$285 Million is the total value of Buckingham Capital Management, Inc.'s 168 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 7.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SJNK | Buy | SPDR SER TRsht trm hgh yld | $15,998,000 | +13.9% | 518,590 | +13.0% | 5.61% | -1.6% |
BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $15,615,000 | +10.7% | 627,609 | +10.0% | 5.48% | -4.4% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $14,269,000 | +7.6% | 148,759 | -1.2% | 5.01% | -7.0% |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $13,809,000 | – | 173,084 | +100.0% | 4.84% | – |
MINT | Buy | PIMCO ETF TRenhan shrt mat | $9,855,000 | +12.2% | 97,270 | +12.4% | 3.46% | -3.1% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,995,000 | -4.2% | 121,404 | -5.7% | 1.75% | -17.3% |
BLK | Buy | BLACKROCK INC | $4,358,000 | +19.5% | 13,770 | +2.3% | 1.53% | +3.2% |
CVX | Buy | CHEVRON CORP NEW | $4,254,000 | +3.5% | 34,056 | +1.6% | 1.49% | -10.6% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $4,081,000 | +11.9% | 90,665 | +2.6% | 1.43% | -3.4% |
PG | Buy | PROCTER & GAMBLE CO | $4,053,000 | +5.5% | 49,786 | +0.1% | 1.42% | -8.8% |
VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,961,000 | +41.0% | 78,082 | +36.0% | 1.39% | +21.8% |
JNJ | Buy | JOHNSON & JOHNSON | $3,928,000 | +6.1% | 42,887 | +0.5% | 1.38% | -8.4% |
DIS | Buy | DISNEY WALT CO | $3,818,000 | +18.2% | 49,976 | +0.9% | 1.34% | +2.1% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,571,000 | +4.1% | 19,040 | +3.7% | 1.25% | -10.1% |
XOM | Buy | EXXON MOBIL CORP | $3,546,000 | +16.6% | 35,041 | +0.2% | 1.24% | +0.7% |
IJR | Sell | ISHAREScore s&p scp etf | $3,489,000 | +5.8% | 31,967 | -3.5% | 1.22% | -8.6% |
GE | Buy | GENERAL ELECTRIC CO | $3,474,000 | +20.5% | 123,933 | +3.4% | 1.22% | +4.1% |
AFL | Buy | AFLAC INC | $3,278,000 | +11.2% | 49,071 | +3.6% | 1.15% | -3.9% |
ORCL | Buy | ORACLE CORP | $3,226,000 | +21.3% | 84,320 | +7.1% | 1.13% | +4.7% |
JPM | Buy | JPMORGAN CHASE & CO | $3,053,000 | +17.4% | 52,198 | +4.9% | 1.07% | +1.4% |
INTC | Buy | INTEL CORP | $2,796,000 | +21.2% | 107,708 | +7.3% | 0.98% | +4.7% |
HCN | Sell | HEALTH CARE REIT INC | $2,739,000 | -19.8% | 51,138 | -5.4% | 0.96% | -30.8% |
CSCO | Buy | CISCO SYS INC | $2,597,000 | -1.4% | 115,802 | +2.5% | 0.91% | -14.9% |
SE | Sell | SPECTRA ENERGY CORP | $2,570,000 | +3.8% | 72,160 | -0.4% | 0.90% | -10.2% |
KO | Buy | COCA COLA CO | $2,527,000 | +7.7% | 61,165 | +0.1% | 0.89% | -6.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $2,527,000 | +9.0% | 51,422 | +4.3% | 0.89% | -5.8% |
EFA | Buy | ISHARESmsci eafe etf | $2,517,000 | +9.1% | 37,511 | +4.5% | 0.88% | -5.8% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,405,000 | +7.9% | 65,607 | -0.4% | 0.84% | -6.8% |
MSFT | Sell | MICROSOFT CORP | $2,390,000 | +10.8% | 63,886 | -1.5% | 0.84% | -4.3% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,363,000 | +26.7% | 74,938 | +23.0% | 0.83% | +9.4% |
IVV | Sell | ISHAREScore s&p500 etf | $2,344,000 | +4.5% | 12,625 | -4.4% | 0.82% | -9.9% |
MCD | Buy | MCDONALDS CORP | $2,319,000 | +3.9% | 23,895 | +4.0% | 0.81% | -10.3% |
ABBV | Buy | ABBVIE INC | $2,260,000 | +25.4% | 42,786 | +5.2% | 0.79% | +8.3% |
KR | Buy | KROGER CO | $2,251,000 | +0.9% | 56,944 | +3.8% | 0.79% | -12.8% |
QCOM | Buy | QUALCOMM INC | $2,229,000 | +16.3% | 30,018 | +5.5% | 0.78% | +0.4% |
BDX | Sell | BECTON DICKINSON & CO | $2,203,000 | +10.4% | 19,940 | -0.2% | 0.77% | -4.7% |
T | Sell | AT&T INC | $2,186,000 | +1.0% | 62,169 | -2.4% | 0.77% | -12.7% |
AAPL | Buy | APPLE INC | $2,143,000 | +35.7% | 3,820 | +16.8% | 0.75% | +17.3% |
ACN | Sell | ACCENTURE PLC IRELAND | $2,063,000 | +10.8% | 25,093 | -0.2% | 0.72% | -4.2% |
USB | Buy | US BANCORP DEL | $2,045,000 | +14.2% | 50,612 | +3.1% | 0.72% | -1.5% |
V | Buy | VISA INC | $2,005,000 | +19.1% | 9,004 | +3.2% | 0.70% | +2.8% |
AMAT | Buy | APPLIED MATLS INC | $1,998,000 | +1.7% | 112,993 | +1.2% | 0.70% | -12.2% |
CA | Buy | CA INC | $1,981,000 | +19.2% | 58,869 | +6.5% | 0.70% | +3.0% |
MMM | Sell | 3M CO | $1,855,000 | +16.2% | 13,227 | -0.3% | 0.65% | +0.5% |
CVS | Buy | CVS CAREMARK CORPORATION | $1,770,000 | +26.7% | 24,738 | +2.3% | 0.62% | +9.3% |
CL | Buy | COLGATE PALMOLIVE CO | $1,755,000 | +25.2% | 26,910 | +15.0% | 0.62% | +8.1% |
NKE | NIKE INCcl b | $1,745,000 | +6.8% | 22,195 | 0.0% | 0.61% | -7.8% | |
NEE | Sell | NEXTERA ENERGY INC | $1,661,000 | +5.6% | 19,397 | -1.2% | 0.58% | -8.8% |
IJH | Sell | ISHAREScore s&p mcp etf | $1,659,000 | -2.0% | 12,400 | -9.1% | 0.58% | -15.3% |
HD | Sell | HOME DEPOT INC | $1,656,000 | +7.5% | 20,106 | -0.9% | 0.58% | -7.2% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,652,000 | +34.9% | 15,719 | +17.1% | 0.58% | +16.5% |
CB | Sell | CHUBB CORP | $1,647,000 | +7.2% | 17,045 | -0.6% | 0.58% | -7.4% |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $1,647,000 | +52.6% | 23,105 | +41.1% | 0.58% | +32.0% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,622,000 | +9.1% | 14,253 | +4.8% | 0.57% | -5.8% |
EMR | Sell | EMERSON ELEC CO | $1,584,000 | +4.4% | 22,575 | -3.4% | 0.56% | -9.7% |
MAT | Buy | MATTEL INC | $1,584,000 | +22.4% | 33,299 | +8.3% | 0.56% | +5.7% |
ADI | Sell | ANALOG DEVICES INC | $1,567,000 | +8.4% | 30,776 | -0.2% | 0.55% | -6.3% |
DEO | Buy | DIAGEO P L Cspon adr new | $1,535,000 | +11.7% | 11,594 | +7.6% | 0.54% | -3.4% |
PSX | Buy | PHILLIPS 66 | $1,492,000 | +31.9% | 19,338 | +0.1% | 0.52% | +13.9% |
PEP | Buy | PEPSICO INC | $1,482,000 | +8.4% | 17,865 | +4.8% | 0.52% | -6.3% |
COP | Buy | CONOCOPHILLIPS | $1,474,000 | +3.7% | 20,862 | +3.1% | 0.52% | -10.6% |
WM | Buy | WASTE MGMT INC DEL | $1,451,000 | +8.9% | 32,336 | +0.5% | 0.51% | -5.9% |
MDT | Buy | MEDTRONIC INC | $1,430,000 | +11.1% | 24,925 | +2.6% | 0.50% | -4.0% |
DD | Buy | DU PONT E I DE NEMOURS & CO | $1,376,000 | +13.8% | 21,186 | +3.4% | 0.48% | -1.6% |
MCK | Sell | MCKESSON CORP | $1,351,000 | +23.3% | 8,372 | -1.2% | 0.47% | +6.5% |
RWL | Buy | REVENUESHARES ETF TRlargecap fd | $1,285,000 | +19.8% | 35,214 | +8.7% | 0.45% | +3.4% |
OMC | Sell | OMNICOM GROUP INC | $1,278,000 | +15.1% | 17,180 | -0.4% | 0.45% | -0.7% |
SYK | Buy | STRYKER CORP | $1,273,000 | +19.8% | 16,945 | +7.9% | 0.45% | +3.5% |
PH | Sell | PARKER HANNIFIN CORP | $1,263,000 | +14.4% | 9,821 | -3.1% | 0.44% | -1.1% |
RTN | Buy | RAYTHEON CO | $1,245,000 | +15.3% | 13,725 | +0.0% | 0.44% | -0.5% |
SYY | Sell | SYSCO CORP | $1,240,000 | +12.0% | 34,353 | -0.6% | 0.44% | -3.3% |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,228,000 | -8.1% | 13,435 | -0.8% | 0.43% | -20.6% |
AMP | Sell | AMERIPRISE FINL INC | $1,212,000 | +21.7% | 10,531 | -3.4% | 0.42% | +4.9% |
OXY | Sell | OCCIDENTAL PETE CORP DEL | $1,192,000 | -0.3% | 12,538 | -1.0% | 0.42% | -14.0% |
O | Sell | REALTY INCOME CORP | $1,175,000 | -20.7% | 31,469 | -14.4% | 0.41% | -31.6% |
RWK | Buy | REVENUESHARES ETF TRmid cap fd | $1,171,000 | +77.2% | 26,226 | +64.5% | 0.41% | +52.8% |
ZBH | Sell | ZIMMER HLDGS INC | $1,163,000 | +11.0% | 12,480 | -2.0% | 0.41% | -4.2% |
TXN | Sell | TEXAS INSTRS INC | $1,154,000 | +3.4% | 26,285 | -5.4% | 0.40% | -10.6% |
KMB | Buy | KIMBERLY CLARK CORP | $1,144,000 | +16.1% | 10,949 | +5.3% | 0.40% | +0.2% |
WFC | Sell | WELLS FARGO & CO NEW | $1,139,000 | +7.8% | 25,085 | -1.3% | 0.40% | -6.8% |
RCI | Sell | ROGERS COMMUNICATIONS INCcl b | $1,130,000 | +3.5% | 24,973 | -0.9% | 0.40% | -10.8% |
TD | Buy | TORONTO DOMINION BK ONT | $1,127,000 | +13.4% | 11,959 | +8.3% | 0.40% | -2.2% |
EMC | Buy | E M C CORP MASS | $1,119,000 | +4.1% | 44,486 | +7.9% | 0.39% | -10.1% |
SLB | Buy | SCHLUMBERGER LTD | $1,076,000 | +24.8% | 11,943 | +23.0% | 0.38% | +8.0% |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,040,000 | +9.4% | 19,560 | -4.9% | 0.36% | -5.4% |
FLR | Buy | FLUOR CORP NEW | $1,037,000 | +14.2% | 12,918 | +1.1% | 0.36% | -1.4% |
PEG | Sell | PUBLIC SVC ENTERPRISE GROUP | $1,031,000 | -4.7% | 32,180 | -1.8% | 0.36% | -17.7% |
ABT | Sell | ABBOTT LABS | $1,012,000 | +13.6% | 26,395 | -1.9% | 0.36% | -1.9% |
SBUX | Buy | STARBUCKS CORP | $991,000 | +9.7% | 12,640 | +8.2% | 0.35% | -5.2% |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $972,000 | +9.1% | 15,594 | +1.1% | 0.34% | -5.8% |
CSX | Buy | CSX CORP | $969,000 | +14.7% | 33,691 | +3.0% | 0.34% | -0.9% |
TRV | TRAVELERS COMPANIES INC | $963,000 | +6.1% | 10,631 | 0.0% | 0.34% | -8.4% | |
MRK | Buy | MERCK & CO INC NEW | $953,000 | +9.7% | 19,041 | +4.7% | 0.33% | -5.4% |
PETM | Buy | PETSMART INC | $948,000 | +1.9% | 13,033 | +7.4% | 0.33% | -11.9% |
AMLP | Buy | ALPS ETF TRalerian mlp | $939,000 | +3.6% | 52,759 | +2.4% | 0.33% | -10.6% |
CAT | Sell | CATERPILLAR INC DEL | $911,000 | +6.3% | 10,030 | -2.0% | 0.32% | -8.0% |
PPL | Buy | PPL CORP | $906,000 | +3.3% | 30,115 | +4.1% | 0.32% | -10.7% |
WU | Buy | WESTERN UN CO | $903,000 | -2.2% | 52,350 | +5.7% | 0.32% | -15.5% |
PFE | Buy | PFIZER INC | $904,000 | +9.2% | 29,499 | +2.8% | 0.32% | -5.7% |
NVS | Sell | NOVARTIS A Gsponsored adr | $887,000 | +3.4% | 11,036 | -0.9% | 0.31% | -10.9% |
TWX | Buy | TIME WARNER INC | $876,000 | +10.7% | 12,570 | +5.2% | 0.31% | -4.4% |
LMT | Buy | LOCKHEED MARTIN CORP | $862,000 | +17.0% | 5,795 | +1.6% | 0.30% | +1.0% |
RWJ | Buy | REVENUESHARES ETF TRsmall cap fd | $756,000 | +32.9% | 14,033 | +20.3% | 0.26% | +14.7% |
VNQ | Sell | VANGUARD INDEX FDSreit etf | $744,000 | -25.4% | 11,522 | -22.7% | 0.26% | -35.6% |
HON | HONEYWELL INTL INC | $727,000 | +9.3% | 7,955 | 0.0% | 0.26% | -5.6% | |
NSC | Sell | NORFOLK SOUTHERN CORP | $720,000 | +18.8% | 7,755 | -0.4% | 0.25% | +2.8% |
HME | Sell | HOME PROPERTIES INC | $710,000 | -16.4% | 13,243 | -7.9% | 0.25% | -27.8% |
AMGN | Buy | AMGEN INC | $691,000 | +2.4% | 6,061 | +1.7% | 0.24% | -11.7% |
SJM | Sell | SMUCKER J M CO | $691,000 | -4.6% | 6,667 | -3.6% | 0.24% | -17.7% |
MKC | Sell | MCCORMICK & CO INC | $665,000 | -5.7% | 9,655 | -10.4% | 0.23% | -18.5% |
BAX | Buy | BAXTER INTL INC | $663,000 | +37.8% | 9,528 | +31.4% | 0.23% | +19.5% |
LLY | Sell | LILLY ELI & CO | $664,000 | -1.0% | 13,022 | -2.1% | 0.23% | -14.7% |
IWM | Sell | ISHARESrussell 2000 etf | $657,000 | +2.7% | 5,696 | -5.2% | 0.23% | -11.2% |
VIAB | Sell | VIACOM INC NEWcl b | $659,000 | +2.8% | 7,544 | -0.7% | 0.23% | -11.2% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $640,000 | -1.1% | 36,700 | -3.2% | 0.22% | -14.4% |
J | Buy | JACOBS ENGR GROUP INC DEL | $629,000 | +11.9% | 9,985 | +2.7% | 0.22% | -3.1% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $618,000 | +11.6% | 14,244 | -4.5% | 0.22% | -3.6% |
AET | Buy | AETNA INC NEW | $615,000 | +13.7% | 8,962 | +6.8% | 0.22% | -1.8% |
IP | Buy | INTL PAPER CO | $600,000 | +43.9% | 12,231 | +33.3% | 0.21% | +24.9% |
GIS | Sell | GENERAL MLS INC | $600,000 | -1.6% | 12,030 | -5.1% | 0.21% | -14.9% |
IVZ | Buy | INVESCO LTD | $584,000 | +15.9% | 16,035 | +2.0% | 0.20% | 0.0% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $580,000 | -7.8% | 23,558 | -7.0% | 0.20% | -20.7% |
IWB | Sell | ISHARESrus 1000 etf | $569,000 | +7.8% | 5,518 | -1.1% | 0.20% | -6.5% |
NGG | Buy | NATIONAL GRID PLCspon adr new | $523,000 | +25.4% | 8,005 | +14.0% | 0.18% | +8.3% |
TRP | Buy | TRANSCANADA CORP | $519,000 | +7.9% | 11,375 | +4.6% | 0.18% | -6.7% |
LLL | Sell | L-3 COMMUNICATIONS HLDGS INC | $506,000 | +4.1% | 4,735 | -7.1% | 0.18% | -9.6% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $505,000 | +5.2% | 9,463 | -0.5% | 0.18% | -9.2% |
GLW | Buy | CORNING INC | $500,000 | +24.4% | 28,074 | +2.8% | 0.18% | +7.4% |
GILD | Sell | GILEAD SCIENCES INC | $500,000 | +10.4% | 6,653 | -6.7% | 0.18% | -4.9% |
MON | Sell | MONSANTO CO NEW | $491,000 | +9.6% | 4,211 | -0.8% | 0.17% | -5.5% |
CERN | Sell | CERNER CORP | $486,000 | +1.2% | 8,720 | -4.4% | 0.17% | -12.3% |
DE | Buy | DEERE & CO | $464,000 | +21.5% | 5,080 | +9.5% | 0.16% | +5.2% |
OLN | Buy | OLIN CORP | $463,000 | +31.5% | 16,059 | +4.8% | 0.16% | +13.3% |
PAYX | Buy | PAYCHEX INC | $458,000 | +19.6% | 10,061 | +6.1% | 0.16% | +3.2% |
F | Buy | FORD MTR CO DEL | $452,000 | +127.1% | 29,282 | +151.5% | 0.16% | +96.3% |
MET | METLIFE INC | $444,000 | +14.1% | 8,235 | 0.0% | 0.16% | -1.3% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $446,000 | +16.8% | 7,508 | +1.8% | 0.16% | +0.6% |
BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $436,000 | +22.8% | 11,044 | -1.8% | 0.15% | +6.2% |
R | New | RYDER SYS INC | $437,000 | – | 5,929 | +100.0% | 0.15% | – |
BBBY | Buy | BED BATH & BEYOND INC | $405,000 | +7.7% | 5,045 | +3.6% | 0.14% | -7.2% |
TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $398,000 | +3.1% | 9,924 | -2.2% | 0.14% | -10.8% |
DHI | Buy | D R HORTON INC | $394,000 | +62.1% | 17,633 | +42.5% | 0.14% | +39.4% |
PRU | Buy | PRUDENTIAL FINL INC | $390,000 | +20.4% | 4,234 | +2.4% | 0.14% | +3.8% |
TTE | Buy | TOTAL S Asponsored adr | $376,000 | +11.9% | 6,129 | +7.4% | 0.13% | -2.9% |
BHI | Sell | BAKER HUGHES INC | $373,000 | +9.4% | 6,745 | -2.0% | 0.13% | -5.8% |
IGIB | Sell | ISHARESinterm cr bd etf | $373,000 | -69.6% | 3,459 | -69.6% | 0.13% | -73.7% |
SRCL | Buy | STERICYCLE INC | $359,000 | +2.0% | 3,090 | +1.5% | 0.13% | -11.9% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $356,000 | +8.9% | 4,400 | -2.2% | 0.12% | -6.0% |
TGT | Sell | TARGET CORP | $350,000 | -7.2% | 5,538 | -6.2% | 0.12% | -19.6% |
GD | GENERAL DYNAMICS CORP | $338,000 | +8.3% | 3,535 | 0.0% | 0.12% | -6.3% | |
FL | New | FOOT LOCKER INC | $337,000 | – | 8,123 | +100.0% | 0.12% | – |
CELG | CELGENE CORP | $330,000 | +9.3% | 1,955 | 0.0% | 0.12% | -5.7% | |
NTRS | Sell | NORTHERN TR CORP | $323,000 | +10.6% | 5,225 | -1.9% | 0.11% | -5.0% |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $313,000 | -30.3% | 10,348 | -28.0% | 0.11% | -39.6% |
COST | COSTCO WHSL CORP NEW | $283,000 | +2.9% | 2,376 | 0.0% | 0.10% | -11.6% | |
DRI | Sell | DARDEN RESTAURANTS INC | $281,000 | +4.1% | 5,162 | -10.6% | 0.10% | -10.0% |
TJX | Sell | TJX COS INC NEW | $280,000 | +3.3% | 4,400 | -8.3% | 0.10% | -10.9% |
A309PS | Sell | DIRECTV | $269,000 | -3.2% | 3,896 | -16.0% | 0.09% | -16.8% |
AXP | New | AMERICAN EXPRESS CO | $262,000 | – | 2,885 | +100.0% | 0.09% | – |
WAT | Sell | WATERS CORP | $250,000 | -12.0% | 2,495 | -5.7% | 0.09% | -23.5% |
LOW | LOWES COS INC | $248,000 | +3.8% | 5,000 | 0.0% | 0.09% | -10.3% | |
NBTF | New | NB & T FINL GROUP INC | $240,000 | – | 12,397 | +100.0% | 0.08% | – |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $219,000 | +4.3% | 4,175 | -3.9% | 0.08% | -9.4% |
AMT | AMERICAN TOWER CORP NEW | $216,000 | +7.5% | 2,700 | 0.0% | 0.08% | -7.3% | |
ESRX | New | EXPRESS SCRIPTS HLDG CO | $217,000 | – | 3,090 | +100.0% | 0.08% | – |
PNC | New | PNC FINL SVCS GROUP INC | $215,000 | – | 2,769 | +100.0% | 0.08% | – |
CMCSA | New | COMCAST CORP NEWcl a | $211,000 | – | 4,069 | +100.0% | 0.07% | – |
F113PS | New | COVIDIEN PLC | $201,000 | – | 2,951 | +100.0% | 0.07% | – |
BSCD | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2013 | $0 | – | -10,180 | -100.0% | -0.09% | – |
BSJD | Exit | CLAYMORE EXCHANGE TRD FD TRgugg bull 2013 | $0 | – | -8,603 | -100.0% | -0.09% | – |
MOLX | Exit | MOLEX INC | $0 | – | -33,370 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.1% |
MICROSOFT CORP | 42 | Q3 2023 | 3.6% |
BLACKROCK INC | 42 | Q3 2023 | 2.1% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.1% |
VISA INC | 42 | Q3 2023 | 2.0% |
DISNEY WALT CO | 42 | Q3 2023 | 2.0% |
TAIWAN SEMICONDUCTOR MFG LTD | 42 | Q3 2023 | 2.7% |
View Buckingham Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
View Buckingham Capital Management, Inc.'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.