$358 Million is the total value of Buckingham Capital Management, Inc.'s 163 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 9.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GSY | Buy | CLAYMORE EXCHANGE TRD FD TRgugg enh sht dur | $37,799,000 | +4.8% | 758,103 | +5.2% | 10.57% | -0.6% |
DBEF | Buy | DBX ETF TRxtrak msci eafe | $16,415,000 | +96.3% | 604,373 | +88.5% | 4.59% | +86.3% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $13,600,000 | +7.9% | 130,390 | +2.1% | 3.80% | +2.4% |
NEAR | New | ISHARES U S ETF TRsht mat bd etf | $12,078,000 | – | 241,465 | +100.0% | 3.38% | – |
BKLN | Sell | POWERSHARES ETF TRUST IIsenior ln port | $11,961,000 | -17.9% | 533,973 | -15.5% | 3.34% | -22.1% |
HYS | Sell | PIMCO ETF TR0-5 high yield | $11,804,000 | -27.3% | 128,838 | -24.9% | 3.30% | -31.0% |
AAPL | Buy | APPLE INC | $7,196,000 | +0.8% | 68,362 | +5.7% | 2.01% | -4.3% |
FLOT | Sell | ISHARES TRfltg rate bd etf | $6,202,000 | -52.9% | 122,953 | -52.9% | 1.74% | -55.3% |
GE | Buy | GENERAL ELECTRIC CO | $5,738,000 | +26.7% | 184,196 | +2.5% | 1.60% | +20.2% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,558,000 | -31.2% | 128,040 | -32.4% | 1.55% | -34.7% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $5,195,000 | +7.7% | 105,927 | +1.8% | 1.45% | +2.2% |
JPM | Buy | JPMORGAN CHASE & CO | $5,158,000 | +15.1% | 78,120 | +6.2% | 1.44% | +9.2% |
DIS | Buy | DISNEY WALT CO | $5,080,000 | +6.1% | 48,340 | +3.2% | 1.42% | +0.7% |
INTC | Buy | INTEL CORP | $4,935,000 | +19.0% | 143,246 | +4.1% | 1.38% | +12.8% |
CSCO | Buy | CISCO SYS INC | $4,905,000 | +11.1% | 180,633 | +7.4% | 1.37% | +5.5% |
BLK | Sell | BLACKROCK INC | $4,606,000 | +13.2% | 13,525 | -1.1% | 1.29% | +7.4% |
V | Buy | VISA INC | $4,578,000 | +21.5% | 59,028 | +9.1% | 1.28% | +15.2% |
KR | Sell | KROGER CO | $4,263,000 | +11.9% | 101,922 | -3.5% | 1.19% | +6.2% |
JNJ | Sell | JOHNSON & JOHNSON | $4,131,000 | +8.3% | 40,215 | -1.5% | 1.16% | +2.8% |
MSFT | Sell | MICROSOFT CORP | $3,776,000 | +24.4% | 68,059 | -0.8% | 1.06% | +18.0% |
ABBV | Buy | ABBVIE INC | $3,673,000 | +12.5% | 61,995 | +3.3% | 1.03% | +6.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $3,649,000 | +7.6% | 78,942 | +1.3% | 1.02% | +2.2% |
XOM | Buy | EXXON MOBIL CORP | $3,481,000 | +27.6% | 44,663 | +21.7% | 0.97% | +21.1% |
GOOG | New | ALPHABET INCcap stk cl c | $3,319,000 | – | 4,373 | +100.0% | 0.93% | – |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,299,000 | +5.9% | 82,337 | +2.9% | 0.92% | +0.5% |
CVS | Buy | CVS HEALTH CORP | $3,152,000 | +18.1% | 32,239 | +16.5% | 0.88% | +12.1% |
PG | Sell | PROCTER & GAMBLE CO | $3,109,000 | +5.7% | 39,157 | -4.2% | 0.87% | +0.3% |
ADI | Buy | ANALOG DEVICES INC | $2,853,000 | +2.8% | 51,576 | +4.9% | 0.80% | -2.4% |
BA | Buy | BOEING CO | $2,793,000 | +45.1% | 19,314 | +31.4% | 0.78% | +37.7% |
AMGN | Buy | AMGEN INC | $2,779,000 | +34.6% | 17,120 | +14.7% | 0.78% | +27.8% |
T | Buy | AT&T INC | $2,779,000 | +10.9% | 80,753 | +5.0% | 0.78% | +5.3% |
KO | Sell | COCA COLA CO | $2,741,000 | +4.6% | 63,798 | -2.3% | 0.77% | -0.6% |
F | Buy | FORD MTR CO DEL | $2,737,000 | +4.7% | 194,229 | +0.9% | 0.76% | -0.6% |
PFE | Buy | PFIZER INC | $2,686,000 | +8.6% | 83,214 | +5.6% | 0.75% | +3.0% |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $2,635,000 | +7.6% | 39,471 | +1.0% | 0.74% | +2.1% |
ORCL | Sell | ORACLE CORP | $2,628,000 | -10.4% | 71,937 | -11.4% | 0.74% | -14.9% |
IJR | Sell | ISHARES TRcore s&p scp etf | $2,589,000 | +2.9% | 23,513 | -0.4% | 0.72% | -2.4% |
AMAT | Buy | APPLIED MATLS INC | $2,529,000 | +43.2% | 135,439 | +12.7% | 0.71% | +36.0% |
PEP | Buy | PEPSICO INC | $2,453,000 | +11.9% | 24,549 | +5.6% | 0.69% | +6.2% |
NKE | Buy | NIKE INCcl b | $2,440,000 | +8.5% | 39,040 | +113.4% | 0.68% | +2.9% |
AFL | Sell | AFLAC INC | $2,424,000 | +0.2% | 40,463 | -2.8% | 0.68% | -4.9% |
USB | Sell | US BANCORP DEL | $2,372,000 | +1.7% | 55,587 | -2.2% | 0.66% | -3.5% |
SBUX | Sell | STARBUCKS CORP | $2,311,000 | -4.1% | 38,497 | -9.2% | 0.65% | -9.1% |
ACN | Sell | ACCENTURE PLC IRELAND | $2,163,000 | +4.1% | 20,696 | -2.1% | 0.60% | -1.1% |
FL | Buy | FOOT LOCKER INC | $2,144,000 | +6.0% | 32,934 | +17.1% | 0.60% | +0.7% |
MDT | Sell | MEDTRONIC PLC | $2,118,000 | +11.9% | 27,537 | -2.6% | 0.59% | +6.1% |
KMB | Buy | KIMBERLY CLARK CORP | $2,109,000 | +19.2% | 16,570 | +2.1% | 0.59% | +13.0% |
EFA | Sell | ISHARES TRmsci eafe etf | $2,064,000 | -15.5% | 35,144 | -17.6% | 0.58% | -19.9% |
HON | Buy | HONEYWELL INTL INC | $2,057,000 | +16.0% | 19,858 | +6.1% | 0.58% | +9.9% |
HD | Sell | HOME DEPOT INC | $2,005,000 | +10.1% | 15,164 | -3.8% | 0.56% | +4.5% |
TRV | Buy | TRAVELERS COMPANIES INC | $1,992,000 | +22.4% | 17,648 | +8.0% | 0.56% | +16.0% |
AET | Buy | AETNA INC NEW | $1,973,000 | +4.8% | 18,248 | +6.1% | 0.55% | -0.5% |
CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,941,000 | +35.4% | 32,337 | +41.2% | 0.54% | +28.4% |
PSX | Buy | PHILLIPS 66 | $1,939,000 | +8.2% | 23,700 | +1.6% | 0.54% | +2.7% |
SLB | Buy | SCHLUMBERGER LTD | $1,897,000 | +23.3% | 27,197 | +21.9% | 0.53% | +17.0% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,834,000 | -43.9% | 66,559 | -44.3% | 0.51% | -46.8% |
MCD | Sell | MCDONALDS CORP | $1,826,000 | +11.1% | 15,457 | -7.3% | 0.51% | +5.4% |
WM | Sell | WASTE MGMT INC DEL | $1,707,000 | +3.8% | 31,980 | -3.1% | 0.48% | -1.6% |
MKC | Buy | MCCORMICK & CO INC | $1,671,000 | +18.3% | 19,526 | +13.6% | 0.47% | +12.3% |
TWX | Sell | TIME WARNER INC | $1,660,000 | -8.9% | 25,669 | -3.2% | 0.46% | -13.6% |
AMP | Buy | AMERIPRISE FINL INC | $1,623,000 | +3.8% | 15,249 | +6.4% | 0.45% | -1.5% |
SE | Sell | SPECTRA ENERGY CORP | $1,600,000 | -14.4% | 66,846 | -6.1% | 0.45% | -18.9% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,581,000 | -0.4% | 11,349 | -2.3% | 0.44% | -5.6% |
MRK | Buy | MERCK & CO INC NEW | $1,572,000 | +12.9% | 29,753 | +5.6% | 0.44% | +7.3% |
EL | Buy | LAUDER ESTEE COS INCcl a | $1,559,000 | +22.9% | 17,707 | +12.6% | 0.44% | +16.6% |
LMT | Buy | LOCKHEED MARTIN CORP | $1,504,000 | +5.0% | 6,924 | +0.3% | 0.42% | -0.2% |
BDX | Sell | BECTON DICKINSON & CO | $1,473,000 | +15.6% | 9,558 | -0.5% | 0.41% | +9.9% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,466,000 | -24.7% | 44,830 | -23.8% | 0.41% | -28.6% |
DEO | Sell | DIAGEO P L Cspon adr new | $1,445,000 | -3.6% | 13,249 | -4.7% | 0.40% | -8.6% |
MCK | Buy | MCKESSON CORP | $1,437,000 | +14.0% | 7,284 | +6.9% | 0.40% | +8.1% |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,430,000 | -4.7% | 14,865 | -2.2% | 0.40% | -9.5% |
EMC | Sell | E M C CORP MASS | $1,430,000 | -41.4% | 55,698 | -44.9% | 0.40% | -44.4% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,409,000 | +21.0% | 27,059 | +18.1% | 0.39% | +14.9% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $1,380,000 | -13.7% | 14,361 | -20.1% | 0.39% | -18.0% |
IVZ | Buy | INVESCO LTD | $1,368,000 | +9.4% | 40,871 | +2.1% | 0.38% | +4.1% |
SYK | Sell | STRYKER CORP | $1,365,000 | -9.4% | 14,682 | -8.2% | 0.38% | -14.0% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $1,356,000 | +30.5% | 59,589 | +19.1% | 0.38% | +23.9% |
CL | Sell | COLGATE PALMOLIVE CO | $1,337,000 | -4.9% | 20,067 | -9.4% | 0.37% | -9.7% |
TD | Buy | TORONTO DOMINION BK ONT | $1,304,000 | +3.6% | 33,303 | +4.3% | 0.36% | -1.6% |
MMM | Sell | 3M CO | $1,299,000 | +0.2% | 8,623 | -5.7% | 0.36% | -5.0% |
CVX | Sell | CHEVRON CORP NEW | $1,296,000 | -31.5% | 14,408 | -39.9% | 0.36% | -35.1% |
DAL | Buy | DELTA AIR LINES INC DEL | $1,295,000 | +40.2% | 25,538 | +24.0% | 0.36% | +33.1% |
DG | Buy | DOLLAR GEN CORP NEW | $1,217,000 | +34.0% | 16,928 | +35.1% | 0.34% | +26.9% |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,195,000 | -4.9% | 5,835 | -10.5% | 0.33% | -9.7% |
PPL | Buy | PPL CORP | $1,171,000 | +15.5% | 34,313 | +11.3% | 0.33% | +9.7% |
TXN | TEXAS INSTRS INC | $1,168,000 | +10.7% | 21,310 | 0.0% | 0.33% | +5.1% | |
BCR | Buy | BARD C R INC | $1,159,000 | +18.5% | 6,116 | +16.5% | 0.32% | +12.5% |
MET | Sell | METLIFE INC | $1,156,000 | +0.1% | 23,985 | -2.1% | 0.32% | -5.0% |
IP | Sell | INTL PAPER CO | $1,154,000 | -0.9% | 30,607 | -0.6% | 0.32% | -5.8% |
CERN | Buy | CERNER CORP | $1,155,000 | +8.6% | 19,200 | +8.2% | 0.32% | +2.9% |
RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $1,129,000 | +34.7% | 11,155 | +18.6% | 0.32% | +27.9% |
MS | Buy | MORGAN STANLEY | $1,112,000 | +16.3% | 34,954 | +15.2% | 0.31% | +10.3% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,030,000 | +49.5% | 7,261 | +28.9% | 0.29% | +41.9% |
WFC | Sell | WELLS FARGO & CO NEW | $1,013,000 | +5.0% | 18,635 | -0.8% | 0.28% | -0.4% |
LH | Sell | LABORATORY CORP AMER HLDGS | $1,007,000 | +10.5% | 8,145 | -3.0% | 0.28% | +5.2% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $954,000 | -0.2% | 24,746 | -6.9% | 0.27% | -5.3% |
LOW | Buy | LOWES COS INC | $925,000 | +51.6% | 12,167 | +37.4% | 0.26% | +43.9% |
AMLP | Sell | ALPS ETF TRalerian mlp | $927,000 | -6.2% | 76,945 | -2.8% | 0.26% | -11.0% |
RGA | Buy | REINSURANCE GROUP AMER INC | $916,000 | +10.4% | 5,002 | +4.5% | 0.26% | +4.5% |
NEE | Sell | NEXTERA ENERGY INC | $898,000 | -1.3% | 8,640 | -7.4% | 0.25% | -6.3% |
GILD | Buy | GILEAD SCIENCES INC | $892,000 | +18.0% | 8,813 | +14.4% | 0.25% | +11.7% |
RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $883,000 | -16.3% | 19,285 | -13.4% | 0.25% | -20.6% |
PAYX | Buy | PAYCHEX INC | $884,000 | +11.2% | 16,706 | +0.0% | 0.25% | +5.6% |
PH | Sell | PARKER HANNIFIN CORP | $874,000 | -3.0% | 9,016 | -2.6% | 0.24% | -8.3% |
BAX | Sell | BAXTER INTL INC | $853,000 | +10.5% | 22,356 | -4.9% | 0.24% | +4.8% |
QCOM | Sell | QUALCOMM INC | $853,000 | -27.0% | 17,059 | -21.6% | 0.24% | -30.7% |
TTE | Buy | TOTAL S Asponsored adr | $851,000 | +1.4% | 18,933 | +0.9% | 0.24% | -3.6% |
CNI | Buy | CANADIAN NATL RY CO | $826,000 | +14.2% | 14,782 | +16.0% | 0.23% | +8.5% |
DD | Sell | DU PONT E I DE NEMOURS & CO | $821,000 | +19.5% | 12,329 | -13.5% | 0.23% | +13.9% |
ABT | Sell | ABBOTT LABS | $798,000 | +7.4% | 17,763 | -3.8% | 0.22% | +1.8% |
CSX | Sell | CSX CORP | $772,000 | -15.1% | 29,740 | -12.0% | 0.22% | -19.4% |
BIIB | Buy | BIOGEN INC | $762,000 | +13.9% | 2,488 | +8.6% | 0.21% | +8.1% |
MPC | Buy | MARATHON PETE CORP | $762,000 | +46.8% | 14,700 | +31.1% | 0.21% | +39.2% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $733,000 | +227.2% | 9,012 | +218.8% | 0.20% | +210.6% |
MAS | Buy | MASCO CORP | $730,000 | +20.5% | 25,806 | +7.3% | 0.20% | +14.0% |
KHC | Buy | KRAFT HEINZ CO | $709,000 | +5.2% | 9,741 | +2.0% | 0.20% | -0.5% |
OMC | Sell | OMNICOM GROUP INC | $690,000 | -12.0% | 9,122 | -23.3% | 0.19% | -16.5% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $659,000 | +10.0% | 16,629 | +3.2% | 0.18% | +4.0% |
DRI | Buy | DARDEN RESTAURANTS INC | $643,000 | -5.4% | 10,106 | +1.8% | 0.18% | -10.0% |
SHM | Buy | SPDR SERIES TRUSTnuvn br sht muni | $615,000 | +15.0% | 25,250 | +15.0% | 0.17% | +8.9% |
GLW | Sell | CORNING INC | $613,000 | +2.5% | 33,561 | -3.9% | 0.17% | -2.8% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $608,000 | -3.0% | 13,994 | -10.9% | 0.17% | -8.1% |
NVS | Sell | NOVARTIS A Gsponsored adr | $590,000 | -19.0% | 6,855 | -13.5% | 0.16% | -23.3% |
UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $571,000 | +38.9% | 3,645 | +16.5% | 0.16% | +32.2% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $567,000 | 0.0% | 14,053 | -4.8% | 0.16% | -4.8% |
R | Sell | RYDER SYS INC | $569,000 | -35.7% | 10,004 | -16.3% | 0.16% | -39.1% |
PEG | Sell | PUBLIC SVC ENTERPRISE GROUP | $564,000 | -28.3% | 14,590 | -21.9% | 0.16% | -31.9% |
TRP | Buy | TRANSCANADA CORP | $556,000 | +8.2% | 17,052 | +4.9% | 0.16% | +3.3% |
CELG | CELGENE CORP | $543,000 | +10.8% | 4,530 | 0.0% | 0.15% | +5.6% | |
COP | Sell | CONOCOPHILLIPS | $540,000 | -9.1% | 11,570 | -6.6% | 0.15% | -13.7% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $538,000 | -11.8% | 14,675 | -0.2% | 0.15% | -16.7% |
RWK | New | OPPENHEIMER REV WEIGHTED ETFmid cap rev etf | $518,000 | – | 11,440 | +100.0% | 0.14% | – |
PYPL | Buy | PAYPAL HLDGS INC | $519,000 | +31.4% | 14,340 | +12.8% | 0.14% | +25.0% |
FB | New | FACEBOOK INCcl a | $510,000 | – | 4,877 | +100.0% | 0.14% | – |
PRU | Buy | PRUDENTIAL FINL INC | $509,000 | +39.5% | 6,252 | +30.5% | 0.14% | +31.5% |
CA | Buy | CA INC | $502,000 | +5.5% | 17,566 | +0.8% | 0.14% | 0.0% |
ZBH | ZIMMER BIOMET HLDGS INC | $490,000 | +9.1% | 4,780 | 0.0% | 0.14% | +3.8% | |
DHI | Sell | D R HORTON INC | $445,000 | +5.7% | 13,903 | -3.0% | 0.12% | 0.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $443,000 | -37.2% | 3,217 | -33.8% | 0.12% | -40.4% |
SRCL | Sell | STERICYCLE INC | $437,000 | -15.6% | 3,625 | -2.6% | 0.12% | -20.3% |
MGA | Buy | MAGNA INTL INC | $433,000 | -4.4% | 10,672 | +13.2% | 0.12% | -9.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $412,000 | -4.2% | 3,503 | -5.4% | 0.12% | -9.4% |
C | Buy | CITIGROUP INC | $412,000 | +69.5% | 7,963 | +62.2% | 0.12% | +59.7% |
CB | Sell | CHUBB CORP | $385,000 | -15.2% | 2,905 | -21.6% | 0.11% | -19.4% |
RTN | Sell | RAYTHEON CO | $383,000 | +1.9% | 3,076 | -10.6% | 0.11% | -3.6% |
COST | COSTCO WHSL CORP NEW | $379,000 | +11.8% | 2,347 | 0.0% | 0.11% | +6.0% | |
WELL | Sell | WELLTOWER INC | $374,000 | -22.9% | 5,496 | -23.3% | 0.10% | -26.6% |
GD | Sell | GENERAL DYNAMICS CORP | $365,000 | -2.4% | 2,660 | -1.8% | 0.10% | -7.3% |
PEBO | Buy | PEOPLES BANCORP INC | $326,000 | +30.9% | 17,309 | +44.4% | 0.09% | +24.7% |
TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDadr | $320,000 | +6.7% | 4,870 | -8.5% | 0.09% | +1.1% |
FDX | Sell | FEDEX CORP | $313,000 | +3.0% | 2,100 | -0.5% | 0.09% | -2.2% |
MON | Buy | MONSANTO CO NEW | $291,000 | +24.9% | 2,952 | +8.3% | 0.08% | +17.4% |
PNC | Sell | PNC FINL SVCS GROUP INC | $281,000 | -11.6% | 2,947 | -17.4% | 0.08% | -16.0% |
BXLT | Sell | BAXALTA INC | $267,000 | -45.5% | 6,851 | -55.9% | 0.08% | -47.9% |
SJM | Sell | SMUCKER J M CO | $266,000 | -35.4% | 2,157 | -40.2% | 0.07% | -38.8% |
AMT | AMERICAN TOWER CORP NEW | $262,000 | +10.1% | 2,700 | 0.0% | 0.07% | +4.3% | |
RWL | New | OPPENHEIMER REV WEIGHTED ETFlarge cap rev et | $260,000 | – | 6,603 | +100.0% | 0.07% | – |
TJX | TJX COS INC NEW | $246,000 | -0.8% | 3,475 | 0.0% | 0.07% | -5.5% | |
OXY | Sell | OCCIDENTAL PETE CORP DEL | $238,000 | -46.2% | 3,514 | -47.5% | 0.07% | -48.5% |
AXP | Sell | AMERICAN EXPRESS CO | $225,000 | -10.7% | 3,230 | -5.1% | 0.06% | -14.9% |
SJNK | Sell | SPDR SER TRsht trm hgh yld | $214,000 | -83.6% | 8,314 | -82.9% | 0.06% | -84.4% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $197,000 | -24.2% | 10,097 | -21.4% | 0.06% | -28.6% |
WEN | Buy | WENDYS CO | $135,000 | +25.0% | 12,526 | +0.0% | 0.04% | +18.8% |
BHI | Exit | BAKER HUGHES INC | $0 | – | -4,120 | -100.0% | -0.06% | – |
LLY | Exit | LILLY ELI & CO | $0 | – | -2,731 | -100.0% | -0.07% | – |
NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -3,510 | -100.0% | -0.08% | – |
TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -3,055 | -100.0% | -0.08% | – |
RWL | Exit | REVENUESHARES ETF TRlargecap fd | $0 | – | -7,768 | -100.0% | -0.09% | – |
NGG | Exit | NATIONAL GRID PLCspon adr new | $0 | – | -4,696 | -100.0% | -0.10% | – |
FLR | Exit | FLUOR CORP NEW | $0 | – | -8,388 | -100.0% | -0.10% | – |
RWJ | Exit | REVENUESHARES ETF TRsmall cap fd | $0 | – | -11,519 | -100.0% | -0.17% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -15,287 | -100.0% | -0.20% | – |
RWK | Exit | REVENUESHARES ETF TRmid cap fd | $0 | – | -28,973 | -100.0% | -0.38% | – |
GOOG | Exit | GOOGLE INCcl c | $0 | – | -3,177 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-16
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.