Abacus Wealth Partners, LLC Purchases in Q1 2025

Abacus Wealth Partners, LLC

  • $665 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
29.5K
+ 2.84%
$26.09 - $30.21 $769K - $890K
1.07M $31B
DFSB
Dimensional ETF Tr Dimensional
13K
+ 0.63%
N/A
2.09M $108B
Manager Directed Portfolios
120K
+ 0.78%
N/A
15.6M $158B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
35.3K
+ 3.21%
$28.11 - $30.42 $991K - $1.07M
1.13M $33.1B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
89.3K
+ 3.74%
$17.95 - $19.17 $1.6M - $1.71M
2.47M $44.8B
ABBV
Abb Vie Inc.

Healthcare
3.3K
+ 205.73%
$169.2 - $216.66 $559K - $715K
4.91K $1.03B
FISV
Fiserv Inc

Technology
3.21K
+ 241.16%
N/A
4.53K $1B
ABT
Abbott Laboratories

Healthcare
4.87K
New
$111.1 - $140.22 $541K - $683K
4.87K $646M
FAST
Fastenal CO

Industrials
6.17K
New
$71.11 - $79.98 $438K - $493K
6.17K $478M
DFSE
Dimensional ETF Tr Dimen Emrgn
5.02K
+ 0.96%
N/A
526K $17.7B
EBC
Eastern Bankshares, Inc.

Financial Services
20.7K
New
$15.29 - $19.15 $316K - $396K
20.7K $339M
TYL
Tyler Technologies Inc

Technology
582
New
$553.41 - $646.74 $322K - $376K
582 $338M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.06%
$442.66 - $534.52 $885 - $1.07K
3.54K $1.89B
WF
Woori Financial Group Inc.

Financial Services
7.45K
New
$31.09 - $35.8 $232K - $267K
7.45K $249M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
21.9K
+ 2.41%
$33.28 - $36.41 $730K - $799K
931K $31.9B
AON
Aon PLC

Financial Services
508
New
$348.44 - $409.32 $177K - $208K
508 $203M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.31K
+ 8.77%
$57.44 - $59.4 $133K - $137K
28.7K $1.7B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.58K
+ 7.76%
$24.6 - $24.99 $137K - $139K
77.4K $1.93B
Tidal Trust Iii
8.14K
+ 12.58%
N/A
72.8K $1.25B
IBM
International Business Machines Corp

Technology
121
+ 9.07%
$217.4 - $264.74 $26.3K - $32K
1.46K $362M
META
Meta Platforms, Inc.

Communication Services
120
+ 24.49%
$576.36 - $736.67 $69.2K - $88.4K
610 $352M
V
Visa Inc.

Financial Services
19
+ 1.32%
$306.92 - $362.71 $5.83K - $6.89K
1.45K $510M
TMC
Tmc The Metals CO Inc.

Basic Materials
32K
New
$1.05 - $2.37 $33.6K - $75.8K
32K $55M
DE
Deere & CO

Industrials
15
+ 1.98%
$408.57 - $509.27 $6.13K - $7.64K
771 $362M
RTX
Raytheon Technologies Corp

Industrials
36
+ 2.01%
$114.1 - $135.66 $4.11K - $4.88K
1.83K $242M
AVGO
Broadcom Inc.

Technology
584
+ 55.83%
$167.43 - $244.7 $97.8K - $143K
1.63K $273M
LLY
Eli Lilly & CO

Healthcare
6
+ 1.39%
$725.72 - $929.72 $4.35K - $5.58K
437 $361M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
66
+ 0.68%
$73.78 - $76.59 $4.87K - $5.05K
9.76K $747M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.43%
$225.19 - $279.95 $2.7K - $3.36K
2.81K $689M
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 14.41%
$468.34 - $539.52 $37.9K - $43.7K
643 $302M
GGB
Gerdau S.A.

Basic Materials
3.87K
+ 16.78%
$2.72 - $3.08 $10.5K - $11.9K
26.9K $76.5M
CARR
Carrier Global Corp

Industrials
365
+ 10.57%
$62.07 - $70.55 $22.7K - $25.8K
3.82K $242M
Canadian Pacific Kansas City
82
+ 2.77%
N/A
3.04K $213M
EMR
Emerson Electric CO

Industrials
140
+ 7.21%
$108.64 - $131.17 $15.2K - $18.4K
2.08K $228M
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 2.82%
$271.18 - $303.12 $19K - $21.2K
2.55K $701M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.18%
$96.63 - $129.55 $870 - $1.17K
4.93K $507M
ETN
Eaton Corp PLC

Industrials
45
+ 1.33%
$271.83 - $371.23 $12.2K - $16.7K
3.42K $929M
DFSU
Dimensional ETF Tr Dimen Us Su
1.31K
+ 0.14%
N/A
972K $34.8B
NUSC
Nuveen Esg Small Cap ETF

ETFs
49.3K
+ 4.04%
$37.9 - $43.9 $1.87M - $2.17M
1.27M $48.7B
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 1 Puts 0
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