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Name: |
Buckingham Strategic Partners |
City: |
SAINT LOUIS |
State: |
MO |
Zip: |
63105 |
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Holdings
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33 |
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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 |
Mission Produce, Inc. |
57 |
New |
$0.00 |
$3,952,000 |
391,629 |
0.19% |
3,952,000 |
391,629 |
0.565 |
N/A |
|
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 |
Parsons Corp |
163 |
New |
$76.55 |
$1,059,000 |
16,887 |
0.05% |
1,059,000 |
16,887 |
0.015 |
N/A |
|
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 |
Realty Income Corp |
195 |
New |
$55.19 |
$731,000 |
12,722 |
0.04% |
731,000 |
12,722 |
0.002 |
REIT - Retail |
|
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 |
Community West Bancshares |
243 |
New |
$18.70 |
$544,000 |
31,260 |
0.03% |
544,000 |
31,260 |
0.369 |
Domestic Regional Banks |
|
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 |
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 |
iShares Commodities Select ... |
293 |
New |
$27.26 |
$381,000 |
15,189 |
0.02% |
381,000 |
15,189 |
0.002 |
N/A |
|
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 |
Welltower Inc |
299 |
New |
$100.95 |
$368,000 |
4,077 |
0.02% |
368,000 |
4,077 |
0.004 |
REIT - Healthcare Fac... |
|
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 |
Capital Group Growth Etf |
308 |
New |
$0.00 |
$346,000 |
12,248 |
0.02% |
346,000 |
12,248 |
0.016 |
N/A |
|
CTAS |
Cintas Corp |
310 |
New |
$691.38 |
$345,000 |
573 |
0.02% |
345,000 |
573 |
0 |
Business Services |
|
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 |
WisdomTree Emerging Markets... |
311 |
New |
$44.37 |
$344,000 |
8,451 |
0.02% |
344,000 |
8,451 |
0.02 |
Closed - End Fund - E... |
|
NVO |
Novo Nordisk A/S (ADR) |
316 |
New |
$133.04 |
$334,000 |
3,224 |
0.02% |
334,000 |
3,224 |
0 |
Drug Manufacturers - ... |
|
PLD |
ProLogis Inc |
318 |
New |
$110.79 |
$326,000 |
2,449 |
0.02% |
326,000 |
2,449 |
0 |
REIT - Industrial |
|
EOG |
EOG Resources Inc |
329 |
New |
$127.92 |
$307,000 |
2,537 |
0.01% |
307,000 |
2,537 |
0 |
Independent Oil & Gas |
|
ACIM |
Spdr Msci Acwi Imi |
345 |
New |
$60.61 |
$266,000 |
4,814 |
0.01% |
266,000 |
4,814 |
0 |
N/A |
|
NNN |
National Retail Properties |
347 |
New |
$42.39 |
$260,000 |
6,031 |
0.01% |
260,000 |
6,031 |
0.012 |
REIT - Retail |
|
AVRE |
Avantis Real Estate Etf |
353 |
New |
$0.00 |
$256,000 |
5,915 |
0.01% |
256,000 |
5,915 |
0.088 |
N/A |
|
LIN |
Linde Plc |
361 |
New |
$429.69 |
$247,000 |
602 |
0.01% |
247,000 |
602 |
0.004 |
N/A |
|
BLK |
BlackRock Inc A |
372 |
New |
$807.71 |
$230,000 |
283 |
0.01% |
230,000 |
283 |
0 |
Investment Brokerage ... |
|
MS |
Morgan Stanley |
376 |
New |
$99.58 |
$225,000 |
2,412 |
0.01% |
225,000 |
2,412 |
0 |
Investment Brokerage ... |
|
HUBS |
Hubspot Inc |
387 |
New |
$0.00 |
$211,000 |
363 |
0.01% |
211,000 |
363 |
0.001 |
N/A |
|
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 |
American Water Works Compan... |
392 |
New |
$134.27 |
$205,000 |
1,554 |
0.01% |
205,000 |
1,554 |
0 |
Multi Utilities |
|
SHE |
Spdr Ssga Gender Diversity ... |
390 |
New |
$106.00 |
$205,000 |
2,155 |
0.01% |
205,000 |
2,155 |
0.122 |
N/A |
|
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 |
Hecla Mining Co |
401 |
New |
$5.49 |
$168,000 |
34,842 |
0.01% |
168,000 |
34,842 |
0.007 |
Silver |
|
LNKB |
Linkbancorp, Inc. |
402 |
New |
$0.00 |
$153,000 |
19,178 |
0.01% |
153,000 |
19,178 |
0.128 |
N/A |
|