Abacus Planning Group, Inc. Purchases in Q4 2024

Abacus Planning Group, Inc.

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21.3K
+ 205.43%
$22.01 - $66.82 $469K - $1.42M
31.7K $718K
ORCL
Oracle Corp

Technology
378
+ 3.99%
$165.41 - $192.43 $62.5K - $72.7K
9.86K $1.64M
CB
Chubb LTD

Financial Services
142
+ 11.22%
$271.57 - $301.89 $38.6K - $42.9K
1.41K $389K
DE
Deere & CO

Industrials
2
+ 0.07%
$389.45 - $466.0 $779 - $932
2.9K $1.23M
TXN
Texas Instruments Inc

Technology
83
+ 4.72%
N/A
1.84K $358K
MA
Mastercard Inc

Financial Services
4
+ 0.9%
$491.3 - $536.15 $1.97K - $2.14K
450 $236K
PG
Procter & Gamble CO

Consumer Defensive
255
+ 4.69%
$161.05 - $179.7 $41.1K - $45.8K
5.69K $954K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.4K
+ 11.25%
$75.1 - $82.99 $180K - $199K
23.7K $1.79M
ALL
Allstate Corp

Financial Services
2
+ 0.08%
$181.25 - $208.2 $363 - $416
2.42K $466K
MO
Altria Group, Inc.

Consumer Defensive
6
+ 0.14%
$49.06 - $57.74 $294 - $346
4.45K $232K
MCO
Moodys Corp

Financial Services
4
+ 0.35%
$454.04 - $500.88 $1.82K - $2K
1.13K $535K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6
+ 0.07%
$30.18 - $33.87 $181 - $203
8.48K $260K
Dimensional ETF Trust
7.36K
+ 3.92%
N/A
195K $0
Dimensional ETF Trust
8.69K
New
N/A
8.69K $0
Blackrock Inc
340
New
N/A
340 $0
Smurfit Westrock PLC
23.6K
New
N/A
23.6K $0
IEMG
Ishares Inc

ETFs
3
+ 0.02%
N/A
18K $966K
DSMC
ETF Ser Solutions Distillate S
2.01K
+ 34.94%
N/A
7.75K $0
Grayscale Bitcoin Mini Tr Et
6.04K
New
N/A
6.04K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.23K
+ 205.37%
$25.79 - $80.4 $186K - $581K
10.8K $280K
IBM
International Business Machines Corp

Technology
8
+ 0.24%
$204.9 - $238.04 $1.64K - $1.9K
3.28K $720K
JLL
Jones Lang Lasalle Inc

Real Estate
165
+ 6.3%
$246.93 - $283.67 $40.7K - $46.8K
2.79K $704K
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 3.85%
$385.02 - $431.37 $49.3K - $55.2K
3.45K $1.34M
SHV
Ishares Tr

ETFs
24
+ 0.12%
$109.92 - $110.57 $2.64K - $2.65K
19.2K $2.12M
VT
Vanguard Total World Stk Index

ETFs
104
+ 1.06%
$117.09 - $123.07 $12.2K - $12.8K
9.9K $1.16M
FTV
Fortive Corp

Technology
8
+ 0.26%
$71.16 - $79.68 $569 - $637
3.12K $234K
MMM
3 M CO

Industrials
10
+ 0.54%
$124.74 - $137.12 $1.25K - $1.37K
1.86K $239K
F
Ford Motor CO

Consumer Cyclical
78
+ 0.38%
$9.69 - $11.4 $756 - $889
20.7K $204K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
204
+ 2.98%
$37.27 - $41.46 $7.6K - $8.46K
7.06K $263K
ADI
Analog Devices Inc

Technology
12
+ 1.16%
$206.35 - $236.48 $2.48K - $2.84K
1.05K $222K
CMCSA
Comcast Corp

Communication Services
755
+ 7.26%
$37.39 - $45.14 $28.2K - $34.1K
11.2K $418K
DUK
Duke Energy Corp

Utilities
362
+ 4.76%
$105.76 - $120.76 $38.3K - $43.7K
7.97K $858K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.45K
+ 11.01%
$33.93 - $38.37 $185K - $209K
55K $1.89M
DFAE
Dimensional ETF Tr

ETFs
31
+ 0.26%
$25.36 - $28.15 $786 - $873
12K $304K
AVRE
American Centy ETF Tr Avantis
70
+ 1.26%
$41.03 - $46.91 $2.87K - $3.28K
5.61K $235K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.21%
$230.6 - $277.0 $922 - $1.11K
1.95K $457K
QCOM
Qualcomm Inc

Technology
34
+ 1.75%
$150.4 - $178.04 $5.11K - $6.05K
1.97K $303K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.16%
$442.29 - $483.08 $3.1K - $3.38K
4.4K $2M
VNQ
Vanguard Specialized Funds Van

ETFs
441
+ 5.34%
$87.85 - $98.6 $38.7K - $43.5K
8.71K $775K
HPQ
Hp Inc

Technology
25
+ 0.25%
$32.46 - $39.3 $812 - $982
10.1K $328K
DISV
Dimensional ETF Tr Dimensional

ETFs
59
+ 0.42%
$26.18 - $28.77 $1.54K - $1.7K
14K $372K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 1.18%
$288.47 - $316.54 $12.1K - $13.3K
3.61K $1.05M
MU
Micron Technology Inc

Technology
18
+ 0.63%
$84.16 - $113.41 $1.51K - $2.04K
2.87K $241K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.4K
+ 77.19%
$25.33 - $51.16 $188K - $379K
17K $439K
CAT
Caterpillar Inc

Industrials
28
+ 0.98%
$360.37 - $416.88 $10.1K - $11.7K
2.9K $1.05M
MSFT
Microsoft Corp

Technology
253
+ 1.18%
$406.35 - $454.46 $103K - $115K
21.6K $9.12M
ROP
Roper Technologies Inc

Industrials
1
+ 0.04%
$519.85 - $575.95 $520 - $576
2.49K $1.29M
BAX
Baxter International Inc

Healthcare
26
+ 0.17%
$28.63 - $37.84 $744 - $984
15K $438K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.83K
+ 6.11%
$44.04 - $49.49 $345K - $387K
136K $5.98M
Activity Summary
Buys All Purchases 111 New Holdings 17 Increased Positions 94 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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