Abacus Planning Group, Inc. Incresed Positions in Q3 2025

Abacus Planning Group, Inc.

  • $667 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
124K
+ 36.06%
$102.4 - $103.88 $12.7M - $12.9M
469K $48.5M
VEA
Vanguard Ftse Developed Market

ETFs
81.6K
+ 17.25%
$56.02 - $60.3 $4.57M - $4.92M
555K $33.3M
VTI
Vanguard Total Stock Market Et

ETFs
754
+ 0.34%
$303.93 - $329.86 $229K - $249K
222K $72.8M
VBR
Vanguard Small Cap Value ETF

ETFs
7.03K
+ 3.42%
$195.41 - $212.37 $1.37M - $1.49M
213K $44.4M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.83K
+ 0.13%
$54.44 - $58.24 $99.6K - $107K
1.38M $80.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
62.2K
+ 22.91%
$29.65 - $31.77 $1.85M - $1.98M
334K $10.6M
GOOG
Alphabet Inc.

Communication Services
505
+ 1.71%
$175.16 - $255.24 $88.5K - $129K
30K $7.32M
NVDA
Nvidia Corp

Technology
444
+ 1.15%
$153.3 - $186.58 $68.1K - $82.8K
39.1K $7.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.9K
+ 6.28%
$49.43 - $54.52 $440K - $485K
151K $8.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
830
+ 13.17%
$617.65 - $666.84 $513K - $553K
7.13K $4.75M
GOOGL
Alphabet Inc.

Communication Services
52
+ 0.48%
$174.36 - $254.72 $9.07K - $13.2K
10.8K $2.63M
ORCL
Oracle Corp

Technology
237
+ 2.37%
$218.96 - $328.33 $51.9K - $77.8K
10.2K $2.88M
BAC
Bank Of America Corp

Financial Services
7.32K
+ 13.78%
$44.92 - $52.42 $329K - $384K
60.5K $3.12M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.5K
+ 66.46%
$29.55 - $32.52 $487K - $536K
41.3K $1.32M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3
+ 0.01%
$98.99 - $112.2 $297 - $337
53K $5.86M
UNP
Union Pacific Corp

Industrials
22
+ 0.03%
$214.91 - $237.16 $4.73K - $5.22K
84.9K $20.1M
AVGO
Broadcom Inc.

Technology
421
+ 12.87%
$264.74 - $369.57 $111K - $156K
3.69K $1.22M
CAT
Caterpillar Inc

Industrials
20
+ 0.63%
$390.92 - $477.15 $7.82K - $9.54K
3.21K $1.53M
VT
Vanguard Total World Stk Index

ETFs
1.37K
+ 12.12%
$128.41 - $138.03 $176K - $189K
12.7K $1.75M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.54K
+ 7.48%
$41.13 - $44.7 $146K - $158K
50.9K $2.27M
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 4.11%
$293.94 - $444.72 $21.2K - $32K
1.83K $811K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
327
+ 6.41%
$459.11 - $506.91 $150K - $166K
5.43K $2.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.79K
+ 67.49%
$27.61 - $29.15 $187K - $198K
16.8K $490K
LEN
Lennar Corp

Consumer Cyclical
6
+ 0.05%
$107.73 - $142.4 $646 - $854
13.2K $1.66M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12K
+ 4.94%
$24.46 - $26.5 $76.3K - $82.7K
66.3K $1.75M
UHS
Universal Health Services Inc

Healthcare
583
+ 16.37%
$154.95 - $204.44 $90.3K - $119K
4.15K $847K
VEU
Vanguard Ftse All World Ex Us

ETFs
943
+ 3.03%
$66.38 - $71.68 $62.6K - $67.6K
32.1K $2.29M
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 3.19%
$357.4 - $423.42 $39.3K - $46.6K
3.55K $1.44M
AVUV
American Centy ETF Tr Avantis

ETFs
79
+ 0.42%
$90.37 - $102.12 $7.14K - $8.07K
19.1K $1.9M
PEP
Pepsico Inc

Consumer Defensive
696
+ 11.68%
$133.81 - $152.16 $93.1K - $106K
6.65K $934K
SCHO
Schwab Short Term Us Treasury

ETFs
5.03K
+ 1.64%
$24.23 - $24.42 $122K - $123K
312K $7.62M
MMM
3 M CO

Industrials
750
+ 53.0%
$144.41 - $160.2 $108K - $120K
2.17K $335K
WMT
Walmart Inc.

Consumer Defensive
88
+ 0.43%
$94.4 - $104.27 $8.31K - $9.18K
20.5K $2.12M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.92K
+ 13.34%
$32.78 - $35.79 $62.8K - $68.6K
16.3K $581K
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
VUG
Vanguard Growth ETF

ETFs
85
+ 10.98%
$433.97 - $484.08 $36.9K - $41.1K
859 $411K
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
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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