Filling information for Buckingham Capital Management, Inc. as Treemap, investor disclosed 113 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 248445 | 1500 | |
339041105 | 339041105 | FLEETCOR TECHNOLOGIES INC | COM | 1161245 | 4625 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 523638 | 2700 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 2433798 | 46705 | |
422806109 | 422806109 | HEICO CORP NEW | COM | 421471 | 2382 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 497598 | 12232 | |
406216101 | 406216101 | HALLIBURTON CO | COM | 904487 | 27417 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 1336539 | 32167 | |
76131D103 | 76131D103 | RESTAURANT BRANDS INTL INC | COM | 3283515 | 42357 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 6439621 | 44277 | |
037833100 | 037833100 | APPLE INC | COM | 29888640 | 154089 | |
460690100 | 460690100 | INTERPUBLIC GROUP COS INC | COM | 991429 | 25698 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 10207783 | 233054 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 6365469 | 24344 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 6701940 | 14290 | |
552737108 | 552737108 | MFS MULTIMARKET INCOME TR | SH BEN INT | 60524 | 13420 | |
456788108 | 456788108 | INFOSYS LTD | SPONSORED ADR | 1312614 | 81681 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 273005 | 593 | |
29250N105 | 29250N105 | ENBRIDGE INC | COM | 926192 | 24918 | |
46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 352146 | 2611 | |
023135106 | 023135106 | AMAZON COM INC | COM | 14222507 | 109102 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 12559196 | 52885 | |
574599106 | 574599106 | MASCO CORP | COM | 299179 | 5214 | |
808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 26526164 | 373450 | |
808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 26802524 | 518424 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 231077 | 6131 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 2264633 | 7589 | |
00130H105 | 00130H105 | AES CORP | COM | 3811314 | 183855 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 6110193 | 19801 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 10243364 | 48487 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1387103 | 12021 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1309629 | 18034 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 8071062 | 58107 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 5141693 | 23342 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 1317254 | 11061 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1694179 | 4005 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 3382514 | 17278 | |
548661107 | 548661107 | LOWES COS INC | COM | 738039 | 3270 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 395489 | 3304 | |
46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 230612 | 9645 | |
701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 1094842 | 2807 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 9681097 | 84989 | |
H2906T109 | H2906T109 | GARMIN LTD | SHS | 1131025 | 10845 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 943676 | 12718 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 1199924 | 13620 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 11944554 | 57564 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 4586491 | 46026 | |
369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 245844 | 2238 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 6020818 | 61462 | |
709789101 | 709789101 | PEOPLES BANCORP INC | COM | 260004 | 9793 | |
46090A887 | 46090A887 | INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 2834380 | 57099 | |
931142103 | 931142103 | WALMART INC | COM | 203406 | 1294 | |
23325P104 | 23325P104 | DNP SELECT INCOME FD INC | COM | 117114 | 11175 | |
717081103 | 717081103 | PFIZER INC | COM | 228485 | 6229 | |
97717W604 | 97717W604 | WISDOMTREE TR | US SMALLCAP DIVD | 4247389 | 147530 | |
921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 200184 | 2555 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 2378903 | 28253 | |
89151E109 | 89151E109 | TOTALENERGIES SE | SPONSORED ADS | 2216143 | 38448 | |
714046109 | 714046109 | REVVITY INC | COM | 210733 | 1774 | |
G3223R108 | G3223R108 | EVEREST RE GROUP LTD | COM | 8698628 | 25445 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 5841480 | 47635 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 11975626 | 24916 | |
256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 8286644 | 48808 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 2816273 | 42204 | |
031162100 | 031162100 | AMGEN INC | COM | 210919 | 950 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 9350540 | 64692 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 288007 | 674 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 18133155 | 20904 | |
713448108 | 713448108 | PEPSICO INC | COM | 7275019 | 39278 | |
808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 15503036 | 434868 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 3052615 | 53857 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 37548878 | 1275437 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 13065174 | 42824 | |
219350105 | 219350105 | CORNING INC | COM | 7850903 | 224055 | |
928563402 | 928563402 | VMWARE INC | CL A COM | 792881 | 5518 | |
871829107 | 871829107 | SYSCO CORP | COM | 8187994 | 110350 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 2192497 | 7058 | |
25754A201 | 25754A201 | DOMINOS PIZZA INC | COM | 3601412 | 10687 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 6505834 | 72870 | |
002824100 | 002824100 | ABBOTT LABS | COM | 9342066 | 85691 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 14187233 | 140579 | |
654106103 | 654106103 | NIKE INC | CL B | 6444586 | 58391 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 2390672 | 4889 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 27596390 | 507193 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1663791 | 10052 | |
59156R108 | 59156R108 | METLIFE INC | COM | 1033425 | 18281 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 2808801 | 16124 | |
046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 14048833 | 196295 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 229734 | 2560 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 462201 | 1037 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 1647125 | 31835 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 2679472 | 15451 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 11408909 | 134555 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 24097332 | 318495 | |
907818108 | 907818108 | UNION PAC CORP | COM | 4752504 | 23226 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 672140 | 6785 | |
808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 5209714 | 211519 | |
81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 716494 | 8646 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 16170544 | 133674 | |
253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 1225355 | 10761 | |
191216100 | 191216100 | COCA COLA CO | COM | 1454434 | 24152 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 5524560 | 23019 | |
78464A375 | 78464A375 | SPDR SER TR | PORTFOLIO INTRMD | 46920614 | 1461246 | |
03842K200 | 03842K200 | AQUABOUNTY TECHNOLOGIES INC | COM NEW | 3550 | 10000 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 941838 | 14472 | |
032654105 | 032654105 | ANALOG DEVICES INC | COM | 947153 | 4862 | |
904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 264873 | 5081 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2485588 | 16381 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 11631195 | 16829 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 403582 | 3763 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 204116 | 4420 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 24475028 | 71871 | |
718546104 | 718546104 | PHILLIPS 66 | COM | 5202311 | 54543 |