Abacus Planning Group, Inc. Purchases in Q1 2025

Abacus Planning Group, Inc.

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
226
+ 21.56%
$268.36 - $359.95 $60.6K - $81.3K
1.27K $341K
AVGO
Broadcom Inc.

Technology
959
+ 36.48%
$167.43 - $244.7 $161K - $235K
3.59K $600K
SON
Sonoco Products CO

Consumer Cyclical
24
+ 0.37%
$44.71 - $49.22 $1.07K - $1.18K
6.52K $307K
AVUV
American Centy ETF Tr Avantis

ETFs
567
+ 9.05%
$84.95 - $100.62 $48.2K - $57.1K
6.84K $594K
TFC
Truist Financial Corp

Financial Services
76
+ 0.93%
$39.48 - $48.15 $3K - $3.66K
8.24K $339K
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.11%
$115.08 - $123.97 $1.27K - $1.36K
9.91K $1.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
19
+ 0.85%
$114.9 - $139.6 $2.18K - $2.65K
2.26K $265K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.67%
$472.29 - $575.13 $1.42K - $1.73K
448 $216K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6
+ 0.07%
$27.56 - $32.1 $165 - $193
8.48K $238K
PFE
Pfizer Inc

Healthcare
34
+ 0.15%
$25.01 - $27.13 $850 - $922
22.7K $574K
AXP
American Express CO

Financial Services
2
+ 0.19%
$255.39 - $325.87 $511 - $652
1.07K $287K
BAC
Bank Of America Corp

Financial Services
2.08K
+ 3.96%
$39.61 - $47.74 $82.5K - $99.5K
54.7K $2.28M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 0.79%
$222.66 - $268.42 $5.57K - $6.71K
3.2K $745K
HON
Honeywell International Inc

Industrials
20
+ 0.67%
$202.75 - $226.52 $4.06K - $4.53K
3.02K $639K
BLDR
Builders First Source, Inc.

Industrials
17
+ 0.75%
$122.8 - $173.51 $2.09K - $2.95K
2.28K $284K
ETN
Eaton Corp PLC

Industrials
79
+ 7.11%
$271.83 - $371.23 $21.5K - $29.3K
1.19K $323K
TGT
Target Corp

Consumer Defensive
104
+ 5.7%
$103.65 - $142.5 $10.8K - $14.8K
1.93K $201K
DIS
Walt Disney CO

Communication Services
434
+ 5.88%
$96.87 - $114.0 $42K - $49.5K
7.82K $771K
APO
Apollo Global Management, Inc.

Financial Services
136
+ 4.82%
$126.01 - $172.06 $17.1K - $23.4K
2.96K $404K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.02%
$113.22 - $126.36 $226 - $253
8.78K $1M
WCC
Wesco International Inc

Industrials
2
+ 0.06%
$155.3 - $199.95 $311 - $400
3.09K $480K
UAL
United Airlines Holdings, Inc.

Industrials
132
+ 2.52%
$69.05 - $110.52 $9.11K - $14.6K
5.37K $370K
TSLA
Tesla, Inc.

Consumer Cyclical
259
+ 14.99%
$222.15 - $428.22 $57.5K - $111K
1.99K $514K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
117
+ 0.5%
$62.43 - $84.12 $7.3K - $9.84K
23.7K $1.57M
GOOGL
Alphabet Inc.

Communication Services
952
+ 9.36%
$154.33 - $206.19 $147K - $196K
11.1K $1.72M
LEN
Lennar Corp

Consumer Cyclical
39
+ 0.29%
$113.93 - $141.54 $4.44K - $5.52K
13.3K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 0.16%
$554.06 - $615.85 $12.2K - $13.5K
13.6K $7.62M
DSTL
ETF Ser Solution Distillate Us

ETFs
18.6K
+ 1.32%
$53.28 - $57.28 $991K - $1.07M
1.43M $76.9M
GOOG
Alphabet Inc.

Communication Services
512
+ 1.76%
$156.06 - $207.71 $79.9K - $106K
29.6K $4.62M
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$375.39 - $447.2 $751 - $894
21.6K $8.13M
AAPL
Apple Inc.

Technology
731
+ 1.16%
$209.68 - $247.1 $153K - $181K
63.7K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
578
+ 0.63%
$190.26 - $242.06 $110K - $140K
92.2K $17.5M
VTI
Vanguard Total Stock Market Et

ETFs
2.22K
+ 1.03%
$271.18 - $303.12 $602K - $673K
218K $59.6M
Activity Summary
Buys All Purchases 134 New Holdings 24 Increased Positions 110 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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