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  Name: Buckingham Strategic Partners
  City: SAINT LOUIS
  State: MO
  Zip: 63105
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,084,647,000
  Total Value Change : $21,621,000
  Securities Held Change : -28
   
All Securities Held : 410
  New Positions : 33
  Closed Positions : 66
  Increased Positions : 145
  Unchanged Positions : 10
  Decreased Positions : 222

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Holdings Found : 33     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVO)1 Year Chart         AVO Mission Produce, Inc. 57 New $0.00 $3,952,000 391,629 0.19% 3,952,000 391,629 0.565    N/A
   (VGSR)1 Year Chart         VGSR Vert Global Sustainable Rea... 79 New $0.00 $2,685,000 269,601 0.13% 2,685,000 269,601 2.996    N/A
   (PSN)1 Year Chart         PSN Parsons Corp 163 New $76.55 $1,059,000 16,887 0.05% 1,059,000 16,887 0.015    N/A
   (RZV)1 Year Chart         RZV Invesco S&P Smallcap 600 Pu... 187 New $106.06 $811,000 7,562 0.04% 811,000 7,562 0.239    Closed - End Fund - E...
   (O)1 Year Chart         O Realty Income Corp 195 New $55.19 $731,000 12,722 0.04% 731,000 12,722 0.002    REIT - Retail
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 199 New $0.00 $711,000 31,265 0.03% 711,000 31,265 0.035    N/A
   (CWBC)1 Year Chart         CWBC Community West Bancshares 243 New $18.70 $544,000 31,260 0.03% 544,000 31,260 0.369    Domestic Regional Banks
   (ATMP)1 Year Chart         ATMP Barclays Etn Plus Select Mlp 247 New $20.35 $521,000 24,276 0.02% 521,000 24,276 0.109    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 286 New $255.17 $387,000 1,599 0.02% 387,000 1,599 0.003    Closed - End Fund - E...
   (COMT)1 Year Chart         COMT iShares Commodities Select ... 293 New $27.26 $381,000 15,189 0.02% 381,000 15,189 0.002    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 294 New $124.25 $375,000 3,225 0.02% 375,000 3,225 0.003    Closed - End Fund - E...
   (WELL)1 Year Chart         WELL Welltower Inc 299 New $100.95 $368,000 4,077 0.02% 368,000 4,077 0.004    REIT - Healthcare Fac...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 304 New $111.89 $355,000 3,400 0.02% 355,000 3,400 0    Closed - End Fund - E...
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 308 New $0.00 $346,000 12,248 0.02% 346,000 12,248 0.016    N/A
   (CTAS)1 Year Chart         CTAS Cintas Corp 310 New $691.38 $345,000 573 0.02% 345,000 573 0    Business Services
   (DOL)1 Year Chart         DOL WisdomTree Trust Internatio... 309 New $50.63 $345,000 7,001 0.02% 345,000 7,001 0.091    Closed - End Fund - E...
   (DEM)1 Year Chart         DEM WisdomTree Emerging Markets... 311 New $44.37 $344,000 8,451 0.02% 344,000 8,451 0.02    Closed - End Fund - E...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 316 New $133.04 $334,000 3,224 0.02% 334,000 3,224 0    Drug Manufacturers - ...
   (PLD)1 Year Chart         PLD ProLogis Inc 318 New $110.79 $326,000 2,449 0.02% 326,000 2,449 0    REIT - Industrial
   (EOG)1 Year Chart         EOG EOG Resources Inc 329 New $127.92 $307,000 2,537 0.01% 307,000 2,537 0    Independent Oil & Gas
   (ACIM)1 Year Chart         ACIM Spdr Msci Acwi Imi 345 New $60.61 $266,000 4,814 0.01% 266,000 4,814 0    N/A
   (NNN)1 Year Chart         NNN National Retail Properties 347 New $42.39 $260,000 6,031 0.01% 260,000 6,031 0.012    REIT - Retail
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 353 New $0.00 $256,000 5,915 0.01% 256,000 5,915 0.088    N/A
   (LIN)1 Year Chart         LIN Linde Plc 361 New $429.69 $247,000 602 0.01% 247,000 602 0.004    N/A
   (BLK)1 Year Chart         BLK BlackRock Inc A 372 New $807.71 $230,000 283 0.01% 230,000 283 0    Investment Brokerage ...
   (MS)1 Year Chart         MS Morgan Stanley 376 New $99.58 $225,000 2,412 0.01% 225,000 2,412 0    Investment Brokerage ...
   (HUBS)1 Year Chart         HUBS Hubspot Inc 387 New $0.00 $211,000 363 0.01% 211,000 363 0.001    N/A
   (VOTE)1 Year Chart         VOTE Engine No 1 Transform 500 Etf 389 New $0.00 $206,000 3,707 0.01% 206,000 3,707 0.004    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... 392 New $134.27 $205,000 1,554 0.01% 205,000 1,554 0    Multi Utilities
   (SHE)1 Year Chart         SHE Spdr Ssga Gender Diversity ... 390 New $106.00 $205,000 2,155 0.01% 205,000 2,155 0.122    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 395 New $131.29 $203,000 1,626 0.01% 203,000 1,626 0    Closed - End Fund - E...
   (HL)1 Year Chart         HL Hecla Mining Co 401 New $5.49 $168,000 34,842 0.01% 168,000 34,842 0.007    Silver
   (LNKB)1 Year Chart         LNKB Linkbancorp, Inc. 402 New $0.00 $153,000 19,178 0.01% 153,000 19,178 0.128    N/A

      33 Records Found
  1    
Page 1 of 1
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