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Jeffery Yorg

@Buckingham Strategic Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$4.749BTotal holdings752
Assets growth rate24.66%Assets growth rate (2-Q avg)17.41%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Buckingham Strategic Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 752 positions.

Assets under management

The assets under management (AUM) of Buckingham Strategic Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.749B in assets, with a quarterly growth rate of 24.66% and a 2-quarter average growth rate of 17.41%. The portfolio is managed by Jeffery Yorg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$645,616
7,682 shares@ $84.05 avg price
CALCaleres Inc
Recent Activity
Exited
0%
$441,034
13,126 shares@ $33.61 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$363,791
444 shares@ $819.35 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$333,094
2,805 shares@ $118.76 avg price
NNNNnn Reit Inc
Recent Activity
Exited
0%
$291,001
6,831 shares@ $42.61 avg price
HUBSHubspot Inc
Recent Activity
Exited
0%
$270,691
458 shares@ $591.03 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Exited
0%
$269,135
3,311 shares@ $81.29 avg price
PSCCInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$263,894
7,478 shares@ $35.29 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Exited
0%
$263,467
2,284 shares@ $115.36 avg price
RMBSRambus Inc Del
Recent Activity
Exited
0%
$252,668
4,300 shares@ $58.76 avg price