Abacus Planning Group, Inc. Purchases in Q2 2025

Abacus Planning Group, Inc.

  • $602 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
2.04K
+ 523.33%
$713.71 - $898.95 $1.46M - $1.83M
2.43K $1.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
63.2K
New
$19.6 - $24.44 $1.24M - $1.54M
63.2K $1.54M
LEN
Lennar Corp

Consumer Cyclical
13.1K
New
$102.76 - $115.66 $1.35M - $1.52M
13.1K $1.45M
VT
Vanguard Total World Stk Index

ETFs
11.3K
New
$103.16 - $128.52 $1.17M - $1.45M
11.3K $1.45M
RWO
Spdr Dow Jones Global Real Est

ETFs
32.8K
New
$38.85 - $45.0 $1.27M - $1.48M
32.8K $1.45M
DE
Deere & CO

Industrials
2.84K
New
$412.99 - $531.48 $1.17M - $1.51M
2.84K $1.44M
ROP
Roper Technologies Inc

Industrials
2.5K
New
$519.19 - $590.78 $1.3M - $1.48M
2.5K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
63.3K
New
$17.76 - $22.1 $1.12M - $1.4M
63.3K $1.4M
IWV
Ishares Russell 3000 ETF

ETFs
3.88K
New
$281.67 - $351.0 $1.09M - $1.36M
3.88K $1.36M
JNJ
Johnson & Johnson

Healthcare
8.6K
+ 457.55%
$146.36 - $159.82 $1.26M - $1.37M
10.5K $1.6M
VONE
Vanguard Russell 1000 ETF

ETFs
4.54K
New
$225.48 - $280.86 $1.02M - $1.27M
4.54K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
3.44K
New
$335.24 - $380.78 $1.15M - $1.31M
3.44K $1.26M
CAT
Caterpillar Inc

Industrials
3.19K
New
$273.94 - $388.21 $875K - $1.24M
3.19K $1.24M
XOM
Exxon Mobil Corp

Energy
11.2K
+ 183.27%
$99.93 - $119.04 $1.12M - $1.34M
17.4K $1.87M
SFST
Southern First Bancshares Inc

Financial Services
31.1K
New
$30.61 - $38.65 $953K - $1.2M
31.1K $1.18M
DUK
Duke Energy Corp

Utilities
9.72K
New
$112.46 - $124.05 $1.09M - $1.21M
9.72K $1.15M
DHR
Danaher Corp

Healthcare
5.71K
New
$174.64 - $205.16 $997K - $1.17M
5.71K $1.13M
MRK
Merck & Co., Inc.

Healthcare
13.8K
New
$73.47 - $87.12 $1.02M - $1.21M
13.8K $1.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
8.63K
New
$101.97 - $126.75 $880K - $1.09M
8.63K $1.09M
VV
Vanguard Large Cap ETF

ETFs
3.79K
New
$228.25 - $285.3 $865K - $1.08M
3.79K $1.08M
AMGN
Amgen Inc

Healthcare
3.86K
New
$262.28 - $309.85 $1.01M - $1.2M
3.86K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
3.67K
New
$285.55 - $321.23 $1.05M - $1.18M
3.67K $1.07M
FISV
Fiserv Inc

Technology
8.42K
New
N/A
8.42K $1.05M
NEE
Nextera Energy Inc

Utilities
14.4K
New
$64.11 - $75.0 $921K - $1.08M
14.4K $996K
CHD
Church & Dwight CO Inc

Consumer Defensive
10.3K
New
$91.57 - $110.76 $946K - $1.14M
10.3K $992K
MET
Metlife Inc

Financial Services
12.1K
New
$68.42 - $82.49 $828K - $999K
12.1K $973K
FCCO
First Community Corp

Financial Services
39.8K
New
$20.23 - $24.48 $806K - $975K
39.8K $970K
AVDV
American Centy ETF Tr Avantis

ETFs
10.4K
New
$61.76 - $79.32 $643K - $825K
10.4K $825K
BPOP
Popular, Inc.

Financial Services
7.37K
New
$81.63 - $110.51 $601K - $814K
7.37K $811K
JLL
Jones Lang Lasalle Inc

Real Estate
3.12K
New
$204.57 - $256.96 $639K - $803K
3.12K $799K
PEP
Pepsico Inc

Consumer Defensive
5.96K
New
$128.02 - $151.37 $763K - $902K
5.96K $786K
CSCO
Cisco Systems, Inc.

Technology
11.1K
New
$53.19 - $69.38 $591K - $771K
11.1K $770K
HON
Honeywell International Inc

Industrials
3.15K
New
$182.86 - $232.88 $575K - $733K
3.15K $732K
CAH
Cardinal Health Inc

Healthcare
4.33K
New
$125.0 - $168.0 $541K - $727K
4.33K $727K
AVGO
Broadcom Inc.

Technology
2.55K
+ 350.07%
$146.29 - $275.65 $372K - $702K
3.27K $901K
LOW
Lowes Companies Inc

Consumer Cyclical
3.13K
New
$210.83 - $235.28 $659K - $735K
3.13K $693K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.05K
New
$86.93 - $109.64 $526K - $663K
6.05K $663K
IEMG
Ishares Inc

ETFs
12.2K
+ 208.53%
N/A
18.1K $970K
UHS
Universal Health Services Inc

Healthcare
3.56K
New
$157.05 - $197.94 $559K - $705K
3.56K $645K
PWR
Quanta Services, Inc.

Industrials
1.68K
New
$239.47 - $381.26 $402K - $639K
1.68K $634K
HPE
Hewlett Packard Enterprise CO

Technology
30.6K
New
$12.51 - $20.45 $383K - $625K
30.6K $625K
CDW
Cdw Corp

Technology
3.49K
New
$144.49 - $190.68 $505K - $666K
3.49K $623K
GE
General Electric CO

Industrials
2.41K
New
$166.81 - $257.39 $402K - $620K
2.41K $619K
CI
Cigna Corp

Healthcare
1.86K
New
$301.89 - $340.04 $563K - $634K
1.86K $616K
IBM
International Business Machines Corp

Technology
2.09K
+ 150.69%
$221.03 - $294.78 $461K - $615K
3.47K $1.02M
EE
Excelerate Energy, Inc.

Utilities
21K
New
$24.7 - $31.83 $519K - $668K
21K $615K
PG
Procter & Gamble CO

Consumer Defensive
3.78K
+ 160.49%
$157.66 - $172.39 $596K - $651K
6.13K $976K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19.8K
New
$24.38 - $30.18 $484K - $599K
19.8K $598K
CB
Chubb LTD

Financial Services
2.03K
New
$274.32 - $302.46 $557K - $615K
2.03K $588K
Activity Summary
Buys All Purchases 245 New Holdings 219 Increased Positions 26 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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