Abacus Wealth Partners, LLC Purchases in Q2 2025

Abacus Wealth Partners, LLC

  • $655 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSU
Dimensional ETF Tr Dimen Us Su
262K
+ 26.97%
N/A
1.23M $48.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
152K
+ 11.51%
$44.8 - $53.97 $6.81M - $8.2M
1.47M $79.4B
NUSC
Nuveen Esg Small Cap ETF

ETFs
22.5K
+ 1.78%
$33.38 - $40.81 $753K - $920K
1.29M $52.6B
DFSI
Dimensional ETF Tr Dimen Intl
30.7K
+ 5.8%
N/A
561K $22.1B
NVDA
Nvidia Corp

Technology
1.23K
+ 2.92%
$94.31 - $157.99 $116K - $194K
43.4K $6.86B
DFSB
Dimensional ETF Tr Dimensional
6.46K
+ 0.31%
N/A
2.1M $110B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.05K
+ 34.59%
$496.48 - $617.85 $1.02M - $1.27M
7.99K $4.94B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12K
New
$105.23 - $109.61 $1.27M - $1.32M
12K $1.32B
DFSD
Dimensional ETF Tr Short Durat

ETFs
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11K
+ 112.22%
$75.05 - $77.34 $822K - $847K
20.7K $1.6B
VB
Vanguard Small Cap ETF

ETFs
3.17K
New
$193.73 - $237.37 $615K - $753K
3.17K $752M
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 117.3%
$329.49 - $438.4 $458K - $609K
2.58K $1.13B
Franklin Templeton Digital H
10K
New
N/A
10K $624M
PRF
Invesco Exchange Traded Fd Tr

ETFs
13.5K
+ 163.43%
$35.77 - $42.27 $481K - $569K
21.7K $916M
TMC
Tmc The Metals CO Inc.

Basic Materials
60K
+ 187.5%
$1.62 - $7.49 $97.2K - $449K
92K $607M
SPTL
Spdr Portfolio Long Term Treas

ETFs
19K
New
$25.48 - $27.78 $483K - $526K
19K $504M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.53K
New
$72.12 - $76.23 $471K - $498K
6.53K $496M
QQQ
Invesco Qqq Trust, Series 1

ETFs
704
+ 109.49%
$416.06 - $551.64 $293K - $388K
1.35K $743M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
743
New
$456.74 - $568.03 $339K - $422K
743 $422M
AVGO
Broadcom Inc.

Technology
599
+ 36.75%
$146.29 - $275.65 $87.6K - $165K
2.23K $614M
AMZN
Amazon Com Inc

Consumer Cyclical
684
+ 12.79%
$167.32 - $223.3 $114K - $153K
6.03K $1.32B
ETN
Eaton Corp PLC

Industrials
14
+ 0.41%
$246.52 - $356.99 $3.45K - $5K
3.43K $1.22B
NFLX
Netflix Inc

Communication Services
215
New
$855.86 - $1339.13 $184K - $288K
215 $288M
AMD
Advanced Micro Devices Inc

Technology
547
+ 11.09%
$78.21 - $143.81 $42.8K - $78.7K
5.48K $777M
HYG
Ishares Tr

ETFs
3.31K
New
$75.75 - $80.65 $251K - $267K
3.31K $267M
EMB
Ishares Tr

ETFs
2.87K
New
$86.54 - $92.62 $249K - $266K
2.87K $266M
PLTR
Palantir Technologies Inc.

Technology
1.95K
New
$74.01 - $144.25 $144K - $281K
1.95K $265M
GOOG
Alphabet Inc.

Communication Services
819
+ 17.4%
$146.58 - $180.01 $120K - $147K
5.53K $980M
NVS
Novartis Ag

Healthcare
1.99K
New
$101.96 - $121.01 $203K - $241K
1.99K $241M
ISRG
Intuitive Surgical Inc

Healthcare
434
New
$451.58 - $565.94 $196K - $246K
434 $236M
RDY
Dr Reddys Laboratories LTD

Healthcare
15.5K
New
$12.36 - $16.17 $192K - $251K
15.5K $233M
AXP
American Express CO

Financial Services
725
New
$231.39 - $318.98 $168K - $231K
725 $231M
META
Meta Platforms, Inc.

Communication Services
173
+ 28.36%
$484.66 - $738.09 $83.8K - $128K
783 $578M
Rubrik Inc.
2.51K
New
N/A
2.51K $224M
GILD
Gilead Sciences, Inc.

Healthcare
2K
New
$96.91 - $113.0 $194K - $226K
2K $221M
HD
Home Depot, Inc.

Consumer Cyclical
597
New
$335.24 - $380.78 $200K - $227K
597 $219M
AVUS
American Centy ETF Tr Avantis

ETFs
2.13K
New
$81.38 - $100.82 $174K - $215K
2.13K $215M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.88K
New
$82.96 - $110.1 $156K - $207K
1.88K $207M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
9.83K
New
$18.96 - $20.43 $186K - $201K
9.83K $201M
INFY
Infosys LTD

Technology
10.6K
New
$16.14 - $18.75 $170K - $198K
10.6K $196M
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 40.41%
$221.86 - $362.89 $93K - $152K
1.46K $463M
Critical Metals Corp
50K
New
N/A
50K $179M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 6.41%
$210.28 - $289.91 $37.9K - $52.2K
2.99K $867M
UMC
United Microelectronics Corp

Technology
23.2K
New
$6.12 - $8.32 $142K - $193K
23.2K $177M
MA
Mastercard Inc

Financial Services
296
+ 63.52%
$479.92 - $590.74 $142K - $175K
762 $428M
WF
Woori Financial Group Inc.

Financial Services
16
+ 0.21%
$30.46 - $49.73 $487 - $796
7.47K $371M
ASX
Ase Technology Holding Co., Ltd.

Technology
11.8K
New
$7.42 - $10.65 $87.4K - $125K
11.8K $122M
CAT
Caterpillar Inc

Industrials
47
+ 2.8%
$273.94 - $388.21 $12.9K - $18.2K
1.73K $671M
Activity Summary
Buys All Purchases 71 New Holdings 28 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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