Abacus Wealth Partners, LLC Reduced Holdings in Q4 2024

Abacus Wealth Partners, LLC

  • $670 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12.3K
- 26.62%
$221.69 - $259.02 $2.72M - $3.18M
33.9K $8.48B
DHR
Danaher Corp

Healthcare
-1.78K
- 63.61%
$226.16 - $274.52 $402K - $488K
1.02K $233M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-5.01K
- 3.43%
$40.38 - $44.35 $202K - $222K
141K $5.77B
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 17.24%
$143.34 - $165.86 $174K - $201K
5.81K $841M
XOM
Exxon Mobil Corp

Energy
-2.18K
- 39.43%
$105.51 - $125.37 $230K - $273K
3.35K $360M
MSFT
Microsoft Corp

Technology
-486
- 5.33%
$406.35 - $454.46 $197K - $221K
8.63K $3.64B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.14K
- 28.7%
$63.58 - $71.15 $263K - $295K
10.3K $670M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-5.08K
- 10.61%
$5.22 - $5.86 $26.5K - $29.8K
42.8K $42.8M
LLY
Eli Lilly & CO

Healthcare
-184
- 29.92%
$727.2 - $932.06 $134K - $171K
431 $333M
ORCL
Oracle Corp

Technology
-787
- 3.9%
$165.41 - $192.43 $130K - $151K
19.4K $3.23B
CVX
Chevron Corp

Energy
-802
- 25.49%
$141.15 - $162.53 $113K - $130K
2.34K $340M
SPY
Spdr S&P 500 ETF Trust

ETFs
-312
- 4.85%
$567.81 - $607.81 $177K - $190K
6.12K $3.58B
COST
Costco Wholesale Corp

Consumer Defensive
-146
- 7.36%
$873.59 - $994.69 $128K - $145K
1.84K $1.68B
HD
Home Depot, Inc.

Consumer Cyclical
-162
- 23.01%
$385.02 - $431.37 $62.4K - $69.9K
542 $211M
LOW
Lowes Companies Inc

Consumer Cyclical
-42
- 1.61%
$244.52 - $284.07 $10.3K - $11.9K
2.57K $633M
VTI
Vanguard Total Stock Market Et

ETFs
-315
- 11.27%
$280.04 - $302.45 $88.2K - $95.3K
2.48K $719M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 9.74%
$501.29 - $612.85 $22.6K - $27.6K
417 $217M
DFIV
Dimensional ETF Tr

ETFs
-556
- 3.7%
$34.86 - $37.97 $19.4K - $21.1K
14.5K $513M
ABBV
Abb Vie Inc.

Healthcare
-132
- 7.6%
$164.99 - $203.87 $21.8K - $26.9K
1.61K $285M
UNP
Union Pacific Corp

Industrials
-45
- 1.78%
$223.15 - $249.32 $10K - $11.2K
2.48K $566M
META
Meta Platforms, Inc.

Communication Services
-95
- 16.24%
$554.08 - $632.68 $52.6K - $60.1K
490 $287M
TXN
Texas Instruments Inc

Technology
-14
- 0.64%
N/A
2.16K $405M
Canadian Pacific Kansas City
-60
- 1.99%
N/A
2.96K $214M
QCOM
Qualcomm Inc

Technology
-102
- 6.99%
$150.4 - $178.04 $15.3K - $18.2K
1.36K $208M
BDX
Becton Dickinson & CO

Healthcare
-83
- 6.18%
$220.02 - $243.75 $18.3K - $20.2K
1.26K $286M
RTX
Raytheon Technologies Corp

Industrials
-212
- 10.59%
$114.45 - $127.21 $24.3K - $27K
1.79K $207M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-770
- 8.56%
$40.15 - $42.9 $30.9K - $33K
8.23K $332M
ETN
Eaton Corp PLC

Industrials
-89
- 2.57%
$326.96 - $377.52 $29.1K - $33.6K
3.37K $1.12B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.02K
- 1.27%
$33.92 - $36.6 $68.6K - $74K
157K $5.43B
MMM
3 M CO

Industrials
-15
- 0.74%
$124.74 - $137.12 $1.87K - $2.06K
2.02K $261M
MSI
Motorola Solutions, Inc.

Technology
-46
- 4.32%
$449.08 - $504.6 $20.7K - $23.2K
1.02K $471M
V
Visa Inc.

Financial Services
-242
- 14.43%
$273.87 - $320.91 $66.3K - $77.7K
1.44K $454M
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 4.16%
$570.51 - $610.59 $12.6K - $13.4K
507 $298M
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.32%
$216.13 - $242.4 $1.3K - $1.45K
1.89K $418M
VUG
Vanguard Growth ETF

ETFs
-52
- 4.13%
$378.79 - $428.11 $19.7K - $22.3K
1.21K $496M
CSCO
Cisco Systems, Inc.

Technology
-143
- 2.07%
$52.45 - $60.02 $7.5K - $8.58K
6.76K $400M
JPM
Jpmorgan Chase & CO

Financial Services
-80
- 2.78%
$205.18 - $250.29 $16.4K - $20K
2.8K $671M
GOOGL
Alphabet Inc.

Communication Services
-122
- 3.22%
$161.86 - $196.66 $19.7K - $24K
3.66K $693M
AMZN
Amazon Com Inc

Consumer Cyclical
-11
- 0.2%
$180.88 - $232.93 $1.99K - $2.56K
5.37K $1.18B
NVDA
Nvidia Corp

Technology
-2.57K
- 5.4%
$117.0 - $148.88 $301K - $383K
45.1K $6.06B
TSLA
Tesla, Inc.

Consumer Cyclical
-242
- 7.48%
$213.65 - $479.86 $51.7K - $116K
2.99K $1.21B
DFSU
Dimensional ETF Tr Dimen Us Su
-3.49K
- 0.36%
N/A
971K $36.8B
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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