Abacus Wealth Partners, LLC Incresed Positions in Q3 2024

Abacus Wealth Partners, LLC

  • $667 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSB
Dimensional ETF Tr Dimensional
74.6K
+ 4.02%
N/A
1.93M $103B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
40.3K
+ 1.72%
$17.16 - $19.0 $692K - $766K
2.38M $44.9B
DFSU
Dimensional ETF Tr Dimen Us Su
58.1K
+ 6.35%
N/A
974K $36.2B
DISV
Dimensional ETF Tr Dimensional

ETFs
71.3K
+ 9.07%
$26.06 - $29.18 $1.86M - $2.08M
858K $24.9B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
39
+ 0.0%
$32.65 - $36.84 $1.27K - $1.44K
866K $31.9B
AAPL
Apple Inc.

Technology
8.35K
+ 22.09%
$207.23 - $234.82 $1.73M - $1.96M
46.2K $10.8B
DFSI
Dimensional ETF Tr Dimen Intl
36.3K
+ 7.87%
N/A
497K $17.8B
DFSE
Dimensional ETF Tr Dimen Emrgn
22.5K
+ 5.23%
N/A
453K $16B
ORCL
Oracle Corp

Technology
238
+ 1.19%
$125.9 - $170.35 $30K - $40.5K
20.2K $3.44B
JNJ
Johnson & Johnson

Healthcare
1.89K
+ 36.69%
$145.48 - $167.38 $274K - $316K
7.02K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
167
+ 5.44%
$191.76 - $263.26 $32K - $44K
3.24K $847M
MSFT
Microsoft Corp

Technology
837
+ 10.11%
$395.15 - $467.56 $331K - $391K
9.11K $3.92B
Dimensional ETF Trust
2.5K
+ 8.06%
N/A
33.5K $968M
XOM
Exxon Mobil Corp

Energy
1.54K
+ 38.52%
$109.72 - $119.0 $169K - $183K
5.53K $648M
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 1.44%
$213.3 - $270.78 $7.89K - $10K
2.61K $706M
PEP
Pepsico Inc

Consumer Defensive
723
+ 46.56%
$161.9 - $179.3 $117K - $130K
2.28K $387M
META
Meta Platforms, Inc.

Communication Services
164
+ 38.95%
$453.41 - $572.44 $74.4K - $93.9K
585 $335M
DHR
Danaher Corp

Healthcare
114
+ 4.25%
$239.25 - $280.76 $27.3K - $32K
2.8K $777M
V
Visa Inc.

Financial Services
295
+ 21.35%
$253.74 - $291.56 $74.9K - $86K
1.68K $461M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
532
+ 20.37%
$147.95 - $191.05 $78.7K - $102K
3.14K $546M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 1.02%
$801.83 - $917.05 $16K - $18.3K
1.98K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
309
+ 12.03%
$194.9 - $224.8 $60.2K - $69.5K
2.88K $607M
TXN
Texas Instruments Inc

Technology
306
+ 16.38%
$194.6 - $194.6 $59.5K - $59.5K
2.17K $449M
ABBV
Abb Vie Inc.

Healthcare
225
+ 14.88%
$163.84 - $199.33 $36.9K - $44.8K
1.74K $343M
ETN
Eaton Corp PLC

Industrials
36
+ 1.05%
$272.52 - $333.02 $9.81K - $12K
3.46K $1.15B
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 2.57%
$255.18 - $283.2 $17.9K - $19.8K
2.79K $791M
CSCO
Cisco Systems, Inc.

Technology
390
+ 5.99%
$44.74 - $53.22 $17.4K - $20.8K
6.9K $367M
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 3.68%
$333.64 - $405.2 $8.34K - $10.1K
704 $285M
LLY
Eli Lilly & CO

Healthcare
65
+ 11.82%
$772.14 - $960.02 $50.2K - $62.4K
615 $545M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
114
+ 1.2%
$74.26 - $78.84 $8.47K - $8.99K
9.63K $755M
AMD
Advanced Micro Devices Inc

Technology
162
+ 3.48%
$128.67 - $183.96 $20.8K - $29.8K
4.82K $791M
DE
Deere & CO

Industrials
5
+ 0.67%
$344.84 - $418.0 $1.72K - $2.09K
756 $316M
QCOM
Qualcomm Inc

Technology
356
+ 32.28%
$156.12 - $209.64 $55.6K - $74.6K
1.46K $248M
Canadian Pacific Kansas City
60
+ 2.03%
N/A
3.02K $258M
GOOGL
Alphabet Inc.

Communication Services
476
+ 14.39%
$148.65 - $191.18 $70.8K - $91K
3.78K $628M
RHI
Robert Half International Inc.

Industrials
34
+ 0.51%
$59.34 - $68.28 $2.02K - $2.32K
6.66K $449M
GGB
Gerdau S.A.

Basic Materials
3.24K
+ 23.21%
$3.02 - $3.5 $9.77K - $11.3K
17.2K $60.1M
DIS
Walt Disney CO

Communication Services
12
+ 0.42%
$85.6 - $98.61 $1.03K - $1.18K
2.9K $279M
GOOG
Alphabet Inc.

Communication Services
137
+ 2.8%
$149.54 - $192.66 $20.5K - $26.4K
5.03K $841M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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