Abacus Wealth Partners, LLC Reduced Holdings in Q2 2025

Abacus Wealth Partners, LLC

  • $655 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Manager Directed Portfolios
-3.2M
- 20.51%
N/A
12.4M $130B
DISV
Dimensional ETF Tr Dimensional

ETFs
-709K
- 66.54%
$25.93 - $32.91 $18.4M - $23.3M
357K $11.7B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-548K
- 48.39%
$25.97 - $33.21 $14.2M - $18.2M
585K $19.4B
DFSE
Dimensional ETF Tr Dimen Emrgn
-189K
- 35.93%
N/A
337K $12.8B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-49.2K
- 63.59%
$24.66 - $25.17 $1.21M - $1.24M
28.2K $709M
AAPL
Apple Inc.

Technology
-1.45K
- 4.53%
$172.42 - $223.89 $250K - $325K
30.6K $6.27B
Tidal Trust Iii
-47.6K
- 65.34%
N/A
25.2K $432M
VGIT
Vanguard Intermediate Term Tre

ETFs
-11.3K
- 39.55%
$58.63 - $59.9 $664K - $679K
17.3K $1.04B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-11.7K
- 8.41%
$36.25 - $42.28 $424K - $494K
127K $5.39B
EBC
Eastern Bankshares, Inc.

Financial Services
-10.2K
- 49.5%
$14.18 - $16.5 $145K - $169K
10.4K $159M
Dimensional ETF Trust
-5.82K
- 19.49%
N/A
24K $645M
JNJ
Johnson & Johnson

Healthcare
-470
- 9.31%
$146.36 - $159.82 $68.8K - $75.1K
4.58K $700M
MRK
Merck & Co., Inc.

Healthcare
-144
- 1.56%
$73.47 - $87.12 $10.6K - $12.5K
9.08K $719M
V
Visa Inc.

Financial Services
-323
- 22.21%
$308.27 - $373.31 $99.6K - $121K
1.13K $402M
PG
Procter & Gamble CO

Consumer Defensive
-371
- 13.54%
$157.66 - $172.39 $58.5K - $64K
2.37K $377M
CVX
Chevron Corp

Energy
-143
- 7.06%
$133.73 - $168.51 $19.1K - $24.1K
1.88K $270M
TYL
Tyler Technologies Inc

Technology
-100
- 17.18%
$521.68 - $592.84 $52.2K - $59.3K
482 $286M
LLY
Eli Lilly & CO

Healthcare
-34
- 7.78%
$713.71 - $898.95 $24.3K - $30.6K
403 $314M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-976
- 32.82%
$141.37 - $228.57 $138K - $223K
2K $453M
NMR
Nomura Holdings Inc

Financial Services
-6.75K
- 37.79%
$4.95 - $6.6 $33.4K - $44.6K
11.1K $73.1M
RTX
Raytheon Technologies Corp

Industrials
-305
- 16.71%
$113.75 - $148.48 $34.7K - $45.3K
1.52K $222M
GGB
Gerdau S.A.

Basic Materials
-4.13K
- 15.31%
$2.3 - $3.19 $9.49K - $13.2K
22.8K $66.6M
CSCO
Cisco Systems, Inc.

Technology
-736
- 11.24%
$53.19 - $69.38 $39.1K - $51.1K
5.81K $403M
DE
Deere & CO

Industrials
-28
- 3.63%
$412.99 - $531.48 $11.6K - $14.9K
743 $378M
PH
Parker Hannifin Corp

Industrials
-55
- 8.77%
$517.23 - $700.54 $28.4K - $38.5K
572 $400M
Canadian Pacific Kansas City
-62
- 2.04%
N/A
2.98K $236M
HUBB
Hubbell Inc

Industrials
-24
- 3.55%
$315.94 - $408.41 $7.58K - $9.8K
653 $267M
IBM
International Business Machines Corp

Technology
-12
- 0.82%
$221.03 - $294.78 $2.65K - $3.54K
1.44K $425M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-95
- 0.34%
$53.65 - $67.02 $5.1K - $6.37K
27.9K $1.87B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-61
- 0.04%
$29.12 - $35.84 $1.78K - $2.19K
153K $5.48B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-28.7K
- 3.09%
$30.28 - $36.05 $870K - $1.04M
902K $32.5B
ORCL
Oracle Corp

Technology
-541
- 2.8%
$122.82 - $218.63 $66.4K - $118K
18.8K $4.1B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-26.3K
- 1.06%
$16.16 - $19.79 $425K - $520K
2.45M $48.5B
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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