Abacus Wealth Partners, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $667 Billion distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $161B, Dimensional ETF Tr Dimensional with a value of $103B, Dimensional ETF Tr U S Target with a value of $66.2B, Nuveen Esg Small Cap ETF with a value of $50.7B, and Tidal ETF Tr Adasina Social Ju with a value of $44.9B.
Examining the 13F form we can see an increase of $63.7B in the current position value, from $603B to 667B.
Abacus Wealth Partners, LLC is based out at Santa Monica, CA
Below you can find more details about Abacus Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$667 Billion
ETFs: $280 Billion
Technology: $28.8 Billion
Industrials: $4.79 Billion
Healthcare: $4.61 Billion
Financial Services: $3.12 Billion
Consumer Cyclical: $2.84 Billion
Consumer Defensive: $2.79 Billion
Communication Services: $2.08 Billion
Other: $1.44 Billion
Stock Holdings Table Market Cap. of $200 Billions or more