Abacus Planning Group, Inc. Incresed Positions in Q4 2024

Abacus Planning Group, Inc.

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.13K
+ 3.42%
$280.04 - $302.45 $2M - $2.16M
216K $62.5M
AMZN
Amazon Com Inc

Consumer Cyclical
185
+ 0.2%
$180.88 - $232.93 $33.5K - $43.1K
91.6K $20.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23.5K
+ 8.95%
$100.24 - $101.35 $2.36M - $2.39M
287K $28.8M
AAPL
Apple Inc.

Technology
463
+ 0.74%
$221.69 - $259.02 $103K - $120K
63K $15.8M
DSTL
ETF Ser Solution Distillate Us

ETFs
63K
+ 4.68%
$54.74 - $58.88 $3.45M - $3.71M
1.41M $77.4M
NVDA
Nvidia Corp

Technology
2.36K
+ 6.96%
$117.0 - $148.88 $276K - $351K
36.3K $4.87M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.0%
$163.08 - $198.16 $163 - $198
29.1K $5.53M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.07%
$205.18 - $250.29 $2.87K - $3.5K
21.4K $5.12M
VBR
Vanguard Small Cap Value ETF

ETFs
5.29K
+ 2.44%
$197.36 - $217.3 $1.04M - $1.15M
222K $44.1M
EW
Edwards Lifesciences Corp

Healthcare
140
+ 0.35%
$64.54 - $75.92 $9.04K - $10.6K
40.2K $2.98M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.46K
+ 31.24%
$57.29 - $63.1 $427K - $470K
31.3K $1.8M
UHS
Universal Health Services Inc

Healthcare
1.78K
+ 175.62%
$175.8 - $236.9 $313K - $421K
2.79K $500K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.12K
+ 31.89%
$118.0 - $127.04 $251K - $270K
8.78K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.29%
$213.65 - $479.86 $1.07K - $2.4K
1.73K $697K
DFIS
Dimensional ETF Tr Dimensional

ETFs
28.3K
+ 13.85%
$24.25 - $26.7 $685K - $755K
232K $5.71M
WMT
Walmart Inc.

Consumer Defensive
660
+ 4.01%
$79.1 - $95.7 $52.2K - $63.2K
17.1K $1.55M
UAL
United Airlines Holdings, Inc.

Industrials
6
+ 0.11%
$55.62 - $102.44 $334 - $615
5.24K $508K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.02%
$570.51 - $610.59 $1.71K - $1.83K
13.6K $8.02M
GM
General Motors CO

Consumer Cyclical
1.07K
+ 10.5%
$44.82 - $60.2 $48K - $64.5K
11.3K $600K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 3.41%
$873.59 - $994.69 $63.8K - $72.6K
2.21K $2.03M
NFLX
Netflix Inc

Communication Services
6
+ 1.07%
$687.65 - $936.56 $4.13K - $5.62K
565 $503K
RE
Everest Re Group LTD

Financial Services
282
+ 27.89%
N/A
1.29K $479K
V
Visa Inc.

Financial Services
122
+ 8.09%
$273.87 - $320.91 $33.4K - $39.2K
1.63K $515K
SON
Sonoco Products CO

Consumer Cyclical
2.45K
+ 60.7%
$48.6 - $54.89 $119K - $135K
6.49K $317K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$567.81 - $607.81 $568 - $608
6.45K $3.78M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.01K
+ 26.36%
$26.16 - $28.82 $105K - $115K
19.2K $502K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$54.98 - $77.35 $55 - $77.4
5.07K $356K
VTRS
Viatris Inc

Healthcare
3.97K
+ 20.98%
$11.32 - $13.37 $44.9K - $53.1K
22.9K $284K
CRM
Salesforce, Inc.

Technology
4
+ 0.38%
$270.87 - $367.87 $1.08K - $1.47K
1.05K $350K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.04%
$52.45 - $60.02 $210 - $240
10.5K $621K
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.2K
+ 200.84%
$22.4 - $68.28 $990K - $3.02M
66.2K $1.53M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
522
+ 1.36%
$37.46 - $43.08 $19.6K - $22.5K
38.9K $1.48M
HPE
Hewlett Packard Enterprise CO

Technology
609
+ 2.29%
$19.31 - $23.95 $11.8K - $14.6K
27.2K $579K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.7%
$481.22 - $538.17 $3.85K - $4.31K
1.15K $589K
PGR
Progressive Corp

Financial Services
197
+ 15.68%
$239.6 - $268.88 $47.2K - $53K
1.45K $348K
BMY
Bristol Myers Squibb CO

Healthcare
20
+ 0.34%
$51.92 - $59.94 $1.04K - $1.2K
5.94K $336K
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
MA
Mastercard Inc

Financial Services
4
+ 0.9%
$491.3 - $536.15 $1.97K - $2.14K
450 $236K
TXN
Texas Instruments Inc

Technology
83
+ 4.72%
N/A
1.84K $358K
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
ETN
Eaton Corp PLC

Industrials
4
+ 0.36%
$326.96 - $377.52 $1.31K - $1.51K
1.11K $368K
MCO
Moodys Corp

Financial Services
4
+ 0.35%
$454.04 - $500.88 $1.82K - $2K
1.13K $535K
Dimensional ETF Trust
7.36K
+ 3.92%
N/A
195K $0
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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