Abacus Planning Group, Inc. Purchases in Q3 2025

Abacus Planning Group, Inc.

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
131
+ 7.08%
$237.77 - $353.61 $31.1K - $46.3K
1.98K $684K
AVDV
American Centy ETF Tr Avantis

ETFs
55
+ 0.53%
$79.24 - $89.03 $4.36K - $4.9K
10.5K $931K
IWP
Ishares Russell Mid Cap Growth

ETFs
661
+ 29.26%
$137.51 - $145.26 $90.9K - $96K
2.92K $415K
GD
General Dynamics Corp

Industrials
79
+ 5.54%
$293.92 - $341.0 $23.2K - $26.9K
1.5K $512K
AEP
American Electric Power CO Inc

Utilities
551
+ 14.86%
$103.26 - $115.0 $56.9K - $63.4K
4.26K $479K
DFAE
Dimensional ETF Tr

ETFs
1.79K
+ 12.88%
$28.84 - $31.84 $51.5K - $56.9K
15.7K $493K
WCC
Wesco International Inc

Industrials
42
+ 1.38%
$189.22 - $227.19 $7.95K - $9.54K
3.1K $654K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.09K
+ 17.92%
$72.57 - $74.72 $79K - $81.3K
7.16K $532K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
176
+ 0.28%
$21.69 - $23.34 $3.82K - $4.11K
63.5K $1.48M
HCA
Hca Healthcare, Inc.

Healthcare
69
+ 6.74%
$334.32 - $426.2 $23.1K - $29.4K
1.09K $465K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
667
+ 27.84%
$87.05 - $93.19 $58.1K - $62.2K
3.06K $284K
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 0.22%
$211.65 - $238.24 $42.3K - $47.6K
92.9K $20.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
60
+ 0.99%
$109.47 - $119.06 $6.57K - $7.14K
6.11K $723K
IEMG
Ishares Inc

ETFs
1.06K
+ 5.88%
N/A
19.2K $1.03M
PSX
Phillips 66

Energy
160
+ 9.12%
$118.37 - $139.46 $18.9K - $22.3K
1.92K $260K
YUM
Yum Brands Inc

Consumer Cyclical
268
+ 16.48%
$139.5 - $153.94 $37.4K - $41.3K
1.89K $287K
SCHA
Schwab Strategic Tr Us Small C

ETFs
139
+ 0.86%
$25.29 - $28.33 $3.52K - $3.94K
16.4K $456K
AMD
Advanced Micro Devices Inc

Technology
6
+ 0.29%
$134.8 - $184.42 $809 - $1.11K
2.09K $338K
UBER
Uber Technologies, Inc

Technology
117
+ 2.82%
$86.91 - $99.57 $10.2K - $11.6K
4.26K $417K
D
Dominion Energy, Inc

Utilities
9
+ 0.14%
$56.32 - $62.1 $507 - $559
6.58K $402K
ETN
Eaton Corp PLC

Industrials
11
+ 0.79%
$342.99 - $392.76 $3.77K - $4.32K
1.41K $526K
JCI
Johnson Controls International PLC

Industrials
62
+ 2.38%
$103.24 - $111.73 $6.4K - $6.93K
2.66K $292K
CSCO
Cisco Systems, Inc.

Technology
408
+ 3.67%
$66.2 - $71.79 $27K - $29.3K
11.5K $788K
META
Meta Platforms, Inc.

Communication Services
41
+ 1.08%
$695.21 - $791.73 $28.5K - $32.5K
3.85K $2.82M
TRV
Travelers Companies, Inc.

Financial Services
20
+ 2.23%
$250.62 - $279.43 $5.01K - $5.59K
916 $255K
NRG
Nrg Energy, Inc.

Utilities
55
+ 4.37%
$144.77 - $173.91 $7.96K - $9.57K
1.32K $212K
ADI
Analog Devices Inc

Technology
3
+ 0.32%
$220.68 - $255.63 $662 - $767
948 $232K
DHR
Danaher Corp

Healthcare
15
+ 0.26%
$181.46 - $212.2 $2.72K - $3.18K
5.73K $1.14M
AVRE
American Centy ETF Tr Avantis
28
+ 0.5%
$43.53 - $45.34 $1.22K - $1.27K
5.66K $251K
SON
Sonoco Products CO

Consumer Cyclical
141
+ 2.16%
$42.77 - $48.68 $6.03K - $6.86K
6.67K $287K
SHV
Ishares Tr

ETFs
1
+ 0.01%
$110.06 - $110.49 $110 - $110
19.1K $2.11M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.15%
N/A
2.03K $370K
Anglogold Ashanti PLC
3.15K
New
N/A
3.15K $0
Southstate Bk Corp
2.29K
New
N/A
2.29K $0
Vestis Corporation
2.29K
+ 8.9%
N/A
28.1K $0
Dimensional ETF Trust
718
+ 4.9%
N/A
15.4K $0
Fortress Biotech Inc
14.5K
New
N/A
14.5K $0
Ge Vernova Inc
9
+ 1.34%
N/A
681 $0
LLY
Eli Lilly & CO

Healthcare
48
+ 1.97%
$625.65 - $812.69 $30K - $39K
2.48K $1.89M
AMP
Ameriprise Financial Inc

Financial Services
25
+ 5.72%
$486.13 - $544.55 $12.2K - $13.6K
462 $226K
PG
Procter & Gamble CO

Consumer Defensive
172
+ 2.8%
$150.47 - $161.22 $25.9K - $27.7K
6.3K $968K
ARW
Arrow Electronics Inc

Technology
29
+ 1.27%
$114.66 - $133.24 $3.33K - $3.86K
2.31K $279K
APO
Apollo Global Management, Inc.

Financial Services
49
+ 1.75%
$131.55 - $156.05 $6.45K - $7.65K
2.84K $378K
FLR
Fluor Corp

Industrials
444
+ 7.14%
$39.99 - $56.77 $17.8K - $25.2K
6.66K $280K
CRM
Salesforce, Inc.

Technology
43
+ 3.12%
$231.66 - $273.65 $9.96K - $11.8K
1.42K $336K
KO
Coca Cola CO

Consumer Defensive
991
+ 3.2%
$65.67 - $71.67 $65.1K - $71K
31.9K $2.12M
BAX
Baxter International Inc

Healthcare
17
+ 0.12%
$21.71 - $31.23 $369 - $531
14.6K $332K
INTU
Intuit Inc

Technology
27
+ 0.94%
$646.03 - $807.39 $17.4K - $21.8K
2.89K $1.98M
Activity Summary
Buys All Purchases 99 New Holdings 18 Increased Positions 81 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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