Abacus Wealth Partners, LLC Purchases and Sells in Q2 2025

Abacus Wealth Partners, LLC

$655 Billion
Q2 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSU	262K + 26.97%	N/A	1.23M $48.5B
DFAT	152K + 11.51%	$44.8 - $53.97 $6.81M - $8.2M	1.47M $79.4B
NUSC	22.5K + 1.78%	$33.38 - $40.81 $753K - $920K	1.29M $52.6B
DFSI	30.7K + 5.8%	N/A	561K $22.1B
NVDA	1.23K + 2.92%	$94.31 - $157.99 $116K - $194K	43.4K $6.86B
DFSB	6.46K + 0.31%	N/A	2.1M $110B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	12K New	$105.23 - $109.61 $1.27M - $1.32M	12K $1.32B
DFSD	26.1K New	$47.09 - $48.01 $1.23M - $1.25M	26.1K $1.25B
FORGE GLOBAL HOLDINGS INC	62.9K New	N/A	62.9K $1.2B
VB	3.17K New	$193.73 - $237.37 $615K - $753K	3.17K $752M
FRANKLIN TEMPLETON DIGITAL H	10K New	N/A	10K $624M
SPTL	19K New	$25.48 - $27.78 $483K - $526K	19K $504M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MANAGER DIRECTED PORTFOLIOS	-3.2M - 20.51%	N/A	12.4M $130B
DISV	-709K - 66.54%	$25.93 - $32.91 $18.4M - $23.3M	357K $11.7B
NUEM	-548K - 48.39%	$25.97 - $33.21 $14.2M - $18.2M	585K $19.4B
DFSE	-189K - 35.93%	N/A	337K $12.8B
SUSB	-49.2K - 63.59%	$24.66 - $25.17 $1.21M - $1.24M	28.2K $709M
AAPL	-1.45K - 4.53%	$172.42 - $223.89 $250K - $325K	30.6K $6.27B

Activity Summary All Purchases 71 New Holdings 28 Increased Positions 43 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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