Abacus Wealth Partners, LLC Portfolio Holdings

Abacus Wealth Partners, LLC

  • $667 Billion
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $667 Billion
  • Prior Value $603 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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