Abacus Wealth Partners, LLC Incresed Positions 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
MSFT
Microsoft Corp

Technology
351
+ 4.82%
$354.56 - $497.45 $124K - $175K
7.64K $3.8B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11K
+ 112.22%
$75.05 - $77.34 $822K - $847K
20.7K $1.6B
VUG
Vanguard Growth ETF

ETFs
1.39K
+ 117.3%
$329.49 - $438.4 $458K - $609K
2.58K $1.13B
TMC
Tmc The Metals CO Inc.

Basic Materials
60K
+ 187.5%
$1.62 - $7.49 $97.2K - $449K
92K $607M
QQQ
Invesco Qqq Trust, Series 1

ETFs
704
+ 109.49%
$416.06 - $551.64 $293K - $388K
1.35K $743M
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
AMD
Advanced Micro Devices Inc

Technology
547
+ 11.09%
$78.21 - $143.81 $42.8K - $78.7K
5.48K $777M
GOOG
Alphabet Inc.

Communication Services
819
+ 17.4%
$146.58 - $180.01 $120K - $147K
5.53K $980M
META
Meta Platforms, Inc.

Communication Services
173
+ 28.36%
$484.66 - $738.09 $83.8K - $128K
783 $578M
TSLA
Tesla, Inc.

Consumer Cyclical
419
+ 40.41%
$221.86 - $362.89 $93K - $152K
1.46K $463M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 6.41%
$210.28 - $289.91 $37.9K - $52.2K
2.99K $867M
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
CAT
Caterpillar Inc

Industrials
47
+ 2.8%
$273.94 - $388.21 $12.9K - $18.2K
1.73K $671M
GOOGL
Alphabet Inc.

Communication Services
197
+ 5.51%
$144.7 - $178.6 $28.5K - $35.2K
3.77K $664M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.33%
$908.13 - $1056.85 $5.45K - $6.34K
1.84K $1.82B
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.12%
$243.75 - $303.93 $731 - $912
2.55K $776M
XOM
Exxon Mobil Corp

Energy
913
+ 37.95%
$99.93 - $119.04 $91.2K - $109K
3.32K $358M
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.21%
N/A
5.74K $1.17B
FAST
Fastenal CO

Industrials
6.66K
+ 108.03%
$40.65 - $83.16 $271K - $554K
12.8K $539M
IVV
Ishares Core S&P 500 ETF

ETFs
49
+ 9.86%
$498.8 - $620.9 $24.4K - $30.4K
546 $339M
ABT
Abbott Laboratories

Healthcare
314
+ 6.45%
$123.95 - $138.08 $38.9K - $43.4K
5.18K $705M
DIS
Walt Disney CO

Communication Services
45
+ 2.19%
$81.72 - $124.01 $3.68K - $5.58K
2.1K $260M
DFIV
Dimensional ETF Tr

ETFs
46
+ 0.32%
$34.67 - $43.21 $1.59K - $1.99K
14.5K $622M
EMR
Emerson Electric CO

Industrials
6
+ 0.29%
$94.15 - $133.33 $565 - $800
2.09K $279M
CARR
Carrier Global Corp

Industrials
165
+ 4.32%
$55.55 - $75.83 $9.17K - $12.5K
3.98K $291M
WIT
Wipro LTD

Technology
1.72K
+ 5.21%
$2.7 - $3.09 $4.64K - $5.31K
34.7K $105M
UNP
Union Pacific Corp

Industrials
6
+ 0.37%
$208.27 - $238.46 $1.25K - $1.43K
1.65K $379M
MSI
Motorola Solutions, Inc.

Technology
18
+ 1.76%
$394.72 - $440.39 $7.1K - $7.93K
1.04K $436M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.31%
$210.83 - $235.28 $1.69K - $1.88K
2.57K $571M
BDX
Becton Dickinson & CO

Healthcare
190
+ 16.38%
$165.15 - $226.42 $31.4K - $43K
1.35K $233M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 3.19%
$483.48 - $539.8 $54.6K - $61K
3.65K $1.77B
FISV
Fiserv Inc

Technology
72
+ 1.59%
N/A
4.61K $794M
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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