HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPIB) |
2,575,619 | +514,906 | $84,197 |
| SPIB | 2,575,619 | +514,906 | $84,197 |
| ISHARES TR (IEI) |
305,590 | +5,127 | $35,390 |
| IEI | 305,590 | +5,127 | $35,390 |
| SPDR SER TR (SPSB) |
1,138,581 | +114,222 | $33,896 |
| SPSB | 1,138,581 | +114,222 | $33,896 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
564,414 | +14,146 | $33,103 |
| VEU | 564,414 | +14,146 | $33,103 |
| SCHWAB STRATEGIC TR |
540,109 | +4,382 | $32,974 |
| SCHB | 540,109 | +4,382 | $32,974 |
| APPLE INC |
186,336 | +6,454 | $31,953 |
| AAPL | 186,336 | +6,454 | $31,953 |
| SCHWAB STRATEGIC TR |
360,250 | +56 | $29,335 |
| SCHM | 360,250 | +56 | $29,335 |
| MICROSOFT CORP |
64,030 | -1,904 | $26,939 |
| MSFT | 64,030 | -1,904 | $26,939 |
| ALPHABET INC |
130,722 | +1,586 | $19,904 |
| GOOG | 130,722 | +1,586 | $19,904 |
| AMAZON COM INC |
107,144 | +2,521 | $19,327 |
| AMZN | 107,144 | +2,521 | $19,327 |
| BROADCOM INC |
14,124 | -2,123 | $18,720 |
| AVGO | 14,124 | -2,123 | $18,720 |
| TAIWAN SEMICONDUCTOR MFG LTD |
135,957 | -2,988 | $18,497 |
| TSM | 135,957 | -2,988 | $18,497 |
| SCHWAB STRATEGIC TR |
448,565 | +3,421 | $17,503 |
| SCHF | 448,565 | +3,421 | $17,503 |
| ADVANCED MICRO DEVICES INC |
95,730 | -8,591 | $17,278 |
| AMD | 95,730 | -8,591 | $17,278 |
| SALESFORCE INC |
48,074 | -1,202 | $14,479 |
| CRM | 48,074 | -1,202 | $14,479 |
| ASTRAZENECA PLC |
208,222 | +6,709 | $14,107 |
| AZN | 208,222 | +6,709 | $14,107 |
| STRYKER CORPORATION |
39,410 | -887 | $14,104 |
| SYK | 39,410 | -887 | $14,104 |
| BLACKROCK INC |
15,841 | -16 | $13,207 |
| BLK | 15,841 | -16 | $13,207 |
| HONEYWELL INTL INC |
63,720 | +1,591 | $13,079 |
| HON | 63,720 | +1,591 | $13,079 |
| UNITEDHEALTH GROUP INC |
25,283 | +337 | $12,508 |
| UNH | 25,283 | +337 | $12,508 |
| SCHWAB STRATEGIC TR |
248,374 | +3,866 | $12,230 |
| SCHA | 248,374 | +3,866 | $12,230 |
| VISA INC |
43,290 | -1,457 | $12,081 |
| V | 43,290 | -1,457 | $12,081 |
| APPLIED MATLS INC |
58,551 | -4,938 | $12,075 |
| AMAT | 58,551 | -4,938 | $12,075 |
| EVEREST GROUP LTD |
27,925 | +1,096 | $11,100 |
| EG | 27,925 | +1,096 | $11,100 |
| T MOBILE US INC |
65,426 | +809 | $10,679 |
| TMUS | 65,426 | +809 | $10,679 |
| SYSCO CORP |
121,397 | +2,103 | $9,855 |
| SYY | 121,397 | +2,103 | $9,855 |
| ACCENTURE PLC IRELAND |
28,177 | +618 | $9,766 |
| ACN | 28,177 | +618 | $9,766 |
| FLEETCOR TECHNOLOGIES INC |
30,629 | +6,247 | $9,450 |
| FLT | 30,629 | +6,247 | $9,450 |
| TJX COS INC NEW |
92,995 | -31,099 | $9,432 |
| TJX | 92,995 | -31,099 | $9,432 |
| DISNEY WALT CO |
69,551 | -267 | $8,510 |
| DIS | 69,551 | -267 | $8,510 |
| PEPSICO INC |
47,989 | +3,809 | $8,399 |
| PEP | 47,989 | +3,809 | $8,399 |
| ELI LILLY & CO |
10,740 | -541 | $8,355 |
| LLY | 10,740 | -541 | $8,355 |
| AMERICAN EXPRESS CO |
36,551 | +7,522 | $8,322 |
| AXP | 36,551 | +7,522 | $8,322 |
| AECOM |
83,200 | +26,527 | $8,160 |
| ACM | 83,200 | +26,527 | $8,160 |
| ABBOTT LABS |
71,613 | -2,277 | $8,140 |
| ABT | 71,613 | -2,277 | $8,140 |
| PHILLIPS 66 |
49,505 | -3,332 | $8,086 |
| PSX | 49,505 | -3,332 | $8,086 |
| DOLLAR GEN CORP NEW |
50,044 | -678 | $7,810 |
| DG | 50,044 | -678 | $7,810 |
| NIKE INC |
75,422 | +19,562 | $7,088 |
| NKE | 75,422 | +19,562 | $7,088 |
| ISHARES TR (IJH) |
115,545 | +92,246 | $7,018 |
| IJH | 115,545 | +92,246 | $7,018 |
| SCHWAB STRATEGIC TR |
250,351 | +8,666 | $6,321 |
| SCHE | 250,351 | +8,666 | $6,321 |
| PROLOGIS INC. |
45,419 | -4,350 | $5,914 |
| PLD | 45,419 | -4,350 | $5,914 |
| NVIDIA CORPORATION |
6,416 | +2,178 | $5,797 |
| NVDA | 6,416 | +2,178 | $5,797 |
| JPMORGAN CHASE & CO |
27,283 | -1,057 | $5,465 |
| JPM | 27,283 | -1,057 | $5,465 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
68,456 | -56,640 | $5,292 |
| VCSH | 68,456 | -56,640 | $5,292 |
| VANGUARD INDEX FDS (VTI) |
19,972 | -808 | $5,191 |
| VTI | 19,972 | -808 | $5,191 |
| AES CORP |
262,957 | +30,145 | $4,715 |
| AES | 262,957 | +30,145 | $4,715 |
| ISHARES TR (IJR) |
40,003 | -1,479 | $4,421 |
| IJR | 40,003 | -1,479 | $4,421 |
| STARBUCKS CORP |
45,460 | +29,070 | $4,155 |
| SBUX | 45,460 | +29,070 | $4,155 |
| DANAHER CORPORATION |
14,898 | -4,725 | $3,720 |
| DHR | 14,898 | -4,725 | $3,720 |
| CORNING INC |
111,376 | -33,314 | $3,671 |
| GLW | 111,376 | -33,314 | $3,671 |
| SCHWAB CHARLES CORP |
47,134 | -2,285 | $3,410 |
| SCHW | 47,134 | -2,285 | $3,410 |
| WISDOMTREE TR |
100,570 | -20,307 | $3,287 |
| DES | 100,570 | -20,307 | $3,287 |
| SPDR SER TR (SPLG) |
53,178 | -4,457 | $3,272 |
| SPLG | 53,178 | -4,457 | $3,272 |
| PROCTER AND GAMBLE CO |
18,717 | -193 | $3,037 |
| PG | 18,717 | -193 | $3,037 |
| DOMINOS PIZZA INC |
5,947 | -3,296 | $2,955 |
| DPZ | 5,947 | -3,296 | $2,955 |
| UNION PAC CORP |
10,865 | -7,885 | $2,672 |
| UNP | 10,865 | -7,885 | $2,672 |
| HOME DEPOT INC |
6,817 | -264 | $2,615 |
| HD | 6,817 | -264 | $2,615 |
| MCDONALDS CORP |
8,312 | +115 | $2,344 |
| MCD | 8,312 | +115 | $2,344 |
| TOTALENERGIES SE |
33,518 | -6,685 | $2,307 |
| TTE | 33,518 | -6,685 | $2,307 |
| PARKER HANNIFIN CORP |
4,105 | +38 | $2,282 |
| PH | 4,105 | +38 | $2,282 |
| L3HARRIS TECHNOLOGIES INC |
10,499 | -4,285 | $2,237 |
| LHX | 10,499 | -4,285 | $2,237 |
| MERCK & CO INC |
14,677 | +1,722 | $1,937 |
| MRK | 14,677 | +1,722 | $1,937 |
| WASTE MGMT INC DEL |
9,044 | -530 | $1,928 |
| WM | 9,044 | -530 | $1,928 |
| EXXON MOBIL CORP |
16,548 | +6,153 | $1,924 |
| XOM | 16,548 | +6,153 | $1,924 |
| JOHNSON & JOHNSON |
12,033 | +448 | $1,903 |
| JNJ | 12,033 | +448 | $1,903 |
| CISCO SYS INC |
36,856 | +1,621 | $1,839 |
| CSCO | 36,856 | +1,621 | $1,839 |
| RESTAURANT BRANDS INTL INC |
22,729 | -19,130 | $1,806 |
| QSR | 22,729 | -19,130 | $1,806 |
| COCA COLA CO |
28,945 | +892 | $1,771 |
| KO | 28,945 | +892 | $1,771 |
| GARMIN LTD |
11,785 | +589 | $1,754 |
| GRMN | 11,785 | +589 | $1,754 |
| ORACLE CORP |
13,220 | +313 | $1,661 |
| ORCL | 13,220 | +313 | $1,661 |
| INFOSYS LTD |
86,912 | -412 | $1,558 |
| INFY | 86,912 | -412 | $1,558 |
| ICON PLC |
4,442 | +831 | $1,492 |
| ICLR | 4,442 | +831 | $1,492 |
| COMCAST CORP NEW |
34,337 | +712 | $1,489 |
| CMCSA | 34,337 | +712 | $1,489 |
| INTUIT |
2,289 | +1,036 | $1,488 |
| INTU | 2,289 | +1,036 | $1,488 |
| NICE LTD |
5,550 | +5,550 | $1,446 |
| NICE | 5,550 | +5,550 | $1,446 |
| MEDTRONIC PLC |
16,472 | +591 | $1,436 |
| MDT | 16,472 | +591 | $1,436 |
| METLIFE INC |
18,169 | +534 | $1,347 |
| MET | 18,169 | +534 | $1,347 |
| SCHWAB STRATEGIC TR |
15,772 | -1,042 | $1,272 |
| SCHD | 15,772 | -1,042 | $1,272 |
| INTERPUBLIC GROUP COS INC |
37,734 | +1,629 | $1,231 |
| IPG | 37,734 | +1,629 | $1,231 |
| PAYPAL HLDGS INC |
17,330 | -17,100 | $1,161 |
| PYPL | 17,330 | -17,100 | $1,161 |
| HALLIBURTON CO |
29,124 | +1,558 | $1,148 |
| HAL | 29,124 | +1,558 | $1,148 |
| SELECT SECTOR SPDR TR (XLC) |
13,806 | -189 | $1,127 |
| XLC | 13,806 | -189 | $1,127 |
| NETFLIX INC |
1,697 | +225 | $1,031 |
| NFLX | 1,697 | +225 | $1,031 |
| AMERICAN ELEC PWR CO INC |
11,378 | -8,040 | $980 |
| AEP | 11,378 | -8,040 | $980 |
| ADOBE INC |
1,931 | -1,053 | $974 |
| ADBE | 1,931 | -1,053 | $974 |
| WELLTOWER INC |
9,540 | +9,540 | $891 |
| WELL | 9,540 | +9,540 | $891 |
| LOWES COS INC |
3,236 | -10 | $824 |
| LOW | 3,236 | -10 | $824 |
| ELEVANCE HEALTH INC |
1,526 | +1,526 | $791 |
| ELV | 1,526 | +1,526 | $791 |
| NEXTERA ENERGY INC |
11,621 | -720 | $743 |
| NEE | 11,621 | -720 | $743 |
| TARGA RES CORP |
6,150 | +6,150 | $689 |
| TRGP | 6,150 | +6,150 | $689 |
| INGERSOLL RAND INC |
6,962 | +6,962 | $661 |
| IR | 6,962 | +6,962 | $661 |
| HCA HEALTHCARE INC |
1,942 | +429 | $648 |
| HCA | 1,942 | +429 | $648 |
| ANALOG DEVICES INC |
2,792 | -1,515 | $552 |
| ADI | 2,792 | -1,515 | $552 |
| EMERSON ELEC CO |
4,818 | +4,818 | $546 |
| EMR | 4,818 | +4,818 | $546 |
| LINDE PLC |
1,172 | +218 | $544 |
| LIN | 1,172 | +218 | $544 |
| AMERICAN TOWER CORP NEW |
2,750 | UNCH | $543 |
| AMT | 2,750 | UNCH | $543 |
| SELECT SECTOR SPDR TR (XLB) |
5,721 | -825 | $531 |
| XLB | 5,721 | -825 | $531 |
| ALPHABET INC |
3,121 | -13 | $471 |
| GOOGL | 3,121 | -13 | $471 |
| SMITH MIDLAND CORP |
10,000 | UNCH | $470 |
| SMID | 10,000 | UNCH | $470 |
| ISHARES TR (IVV) |
892 | -111 | $469 |
| IVV | 892 | -111 | $469 |
| HEICO CORP NEW |
2,432 | UNCH | $465 |
| HEI | 2,432 | UNCH | $465 |
 BERKSHIRE HATHAWAY INC DEL |
$462 | ||
| BRK.B | 1,098 | +1,098 | $462 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
10,669 | -451 | $446 |
| VWO | 10,669 | -451 | $446 |
| SMUCKER J M CO |
3,460 | +3,460 | $436 |
| SJM | 3,460 | +3,460 | $436 |
| FIRST COMWLTH FINL CORP PA |
29,273 | +29,273 | $407 |
| FCF | 29,273 | +29,273 | $407 |
| MASCO CORP |
5,099 | UNCH | $402 |
| MAS | 5,099 | UNCH | $402 |
| DIGITAL RLTY TR INC |
2,708 | -2,583 | $390 |
| DLR | 2,708 | -2,583 | $390 |
| PFIZER INC |
13,790 | +13,790 | $383 |
| PFE | 13,790 | +13,790 | $383 |
| GENERAL ELECTRIC CO |
2,138 | -70 | $375 |
| GE | 2,138 | -70 | $375 |
| MCKESSON CORP |
674 | UNCH | $362 |
| MCK | 674 | UNCH | $362 |
| SELECT SECTOR SPDR TR (XLRE) |
8,300 | UNCH | $328 |
| XLRE | 8,300 | UNCH | $328 |
| ISHARES TR (SUSB) |
13,300 | +3,028 | $326 |
| SUSB | 13,300 | +3,028 | $326 |
| BROADRIDGE FINL SOLUTIONS IN |
1,500 | UNCH | $307 |
| BR | 1,500 | UNCH | $307 |
| PEOPLES BANCORP INC |
9,793 | UNCH | $290 |
| PEBO | 9,793 | UNCH | $290 |
| IRON MTN INC DEL |
3,483 | UNCH | $279 |
| IRM | 3,483 | UNCH | $279 |
| DUKE ENERGY CORP NEW |
2,873 | -61 | $278 |
| DUK | 2,873 | -61 | $278 |
| LOCKHEED MARTIN CORP |
593 | -18 | $270 |
| LMT | 593 | -18 | $270 |
| VANGUARD WORLD FD (ESGV) |
2,748 | +205 | $256 |
| ESGV | 2,748 | +205 | $256 |
| PROGRESSIVE CORP |
1,219 | -70 | $252 |
| PGR | 1,219 | -70 | $252 |
| THE CIGNA GROUP |
626 | +626 | $227 |
| CI | 626 | +626 | $227 |
| ABBVIE INC |
1,221 | -94 | $222 |
| ABBV | 1,221 | -94 | $222 |
| ISHARES TR (QUAL) |
1,314 | +1,314 | $216 |
| QUAL | 1,314 | +1,314 | $216 |
| FACTSET RESH SYS INC |
470 | UNCH | $214 |
| FDS | 470 | UNCH | $214 |
| AMGEN INC |
750 | -208 | $213 |
| AMGN | 750 | -208 | $213 |
| EATON CORP PLC |
672 | +672 | $210 |
| ETN | 672 | +672 | $210 |
| ILLINOIS TOOL WKS INC |
784 | -23 | $210 |
| ITW | 784 | -23 | $210 |
| META PLATFORMS INC |
412 | +412 | $200 |
| META | 412 | +412 | $200 |
| DNP SELECT INCOME FD INC |
11,175 | UNCH | $101 |
| DNP | 11,175 | UNCH | $101 |
| MFS MULTIMARKET INCOME TR |
13,420 | UNCH | $62 |
| MMT | 13,420 | UNCH | $62 |
| CODA OCTOPUS GROUP INC |
10,000 | +0 | $58 |
| CODA | 10,000 | UNCH | $58 |
| ENBRIDGE INC |
$0 (exited) | ||
| ENB | 0 | -10,856 | $0 |
| FARMERS & MERCHANTS BANCORP |
$0 (exited) | ||
| FMAO | 0 | -8,157 | $0 |
| INVESCO ACTIVELY MANAGED ETF |
0 | -10,987 | $0 (exited) |
| GSY | 0 | -10,987 | $0 |
See Summary: Buckingham Capital Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Buckingham Capital Management Inc.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NICE | +5,550 | +$1,446 |
| WELL | +9,540 | +$891 |
| ELV | +1,526 | +$791 |
| TRGP | +6,150 | +$689 |
| IR | +6,962 | +$661 |
| EMR | +4,818 | +$546 |
| BRK | +1,098 | +$462 |
| SJM | +3,460 | +$436 |
| FCF | +29,273 | +$407 |
| PFE | +13,790 | +$383 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GSY | -10,987 | -$548 |
| ENB | -10,856 | -$392 |
| FMAO | -8,157 | -$202 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SPIB | +514,906 | +$16,544 |
| SPSB | +114,222 | +$3,391 |
| IJH | +92,246 | +$561 |
| AES | +30,145 | +$233 |
| SBUX | +29,070 | +$2,581 |
| ACM | +26,527 | +$2,922 |
| NKE | +19,562 | +$1,023 |
| VEU | +14,146 | +$2,211 |
| SCHE | +8,666 | +$330 |
| AXP | +7,522 | +$2,884 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| VCSH | -56,640 | -$4,387 |
| GLW | -33,314 | -$735 |
| TJX | -31,099 | -$2,209 |
| DES | -20,307 | -$602 |
| QSR | -19,130 | -$1,464 |
| PYPL | -17,100 | -$953 |
| AMD | -8,591 | +$1,900 |
| AEP | -8,040 | -$597 |
| UNP | -7,885 | -$1,933 |
|
Size ($ in 1000's)
At 03/31/2024: $815,859 At 12/31/2023: $746,970 Buckingham Capital Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buckingham Capital Management Inc. 13F filings. Link to 13F filings: SEC filings |
