Abacus Planning Group, Inc. Incresed Positions in Q1 2025

Abacus Planning Group, Inc.

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
123
+ 2.77%
$50.81 - $60.02 $6.25K - $7.38K
4.57K $274K
DISV
Dimensional ETF Tr Dimensional

ETFs
10
+ 0.07%
$26.09 - $30.21 $261 - $302
14K $414K
ADP
Automatic Data Processing Inc

Industrials
64
+ 4.68%
$286.85 - $318.64 $18.4K - $20.4K
1.43K $437K
ALL
Allstate Corp

Financial Services
11
+ 0.45%
$180.99 - $210.18 $1.99K - $2.31K
2.43K $502K
SCHW
Schwab Charles Corp

Financial Services
283
+ 9.51%
$71.24 - $83.64 $20.2K - $23.7K
3.26K $255K
EQT
Eqt Corp

Energy
9
+ 0.2%
$46.16 - $54.25 $415 - $488
4.49K $239K
PEP
Pepsico Inc

Consumer Defensive
283
+ 4.95%
$142.64 - $156.42 $40.4K - $44.3K
6K $900K
BMY
Bristol Myers Squibb CO

Healthcare
75
+ 1.26%
$53.9 - $63.11 $4.04K - $4.73K
6.02K $367K
D
Dominion Energy, Inc

Utilities
262
+ 3.96%
$52.85 - $57.43 $13.8K - $15K
6.88K $385K
PG
Procter & Gamble CO

Consumer Defensive
67
+ 1.18%
$158.56 - $176.26 $10.6K - $11.8K
5.76K $981K
WMT
Walmart Inc.

Consumer Defensive
778
+ 4.55%
$84.5 - $105.05 $65.7K - $81.7K
17.9K $1.57M
JCI
Johnson Controls International PLC

Industrials
135
+ 5.23%
$76.12 - $90.6 $10.3K - $12.2K
2.71K $217K
VNQ
Vanguard Specialized Funds Van

ETFs
88
+ 1.01%
$85.55 - $94.34 $7.53K - $8.3K
8.8K $788K
GD
General Dynamics Corp

Industrials
6
+ 0.46%
$241.94 - $272.58 $1.45K - $1.64K
1.3K $354K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
121
+ 0.63%
$25.35 - $27.46 $3.07K - $3.32K
19.3K $513K
MU
Micron Technology Inc

Technology
22
+ 0.77%
$86.89 - $109.38 $1.91K - $2.41K
2.89K $251K
AVRE
American Centy ETF Tr Avantis
10
+ 0.18%
$40.62 - $44.31 $406 - $443
5.62K $240K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.2%
N/A
2.04K $372K
Dimensional ETF Trust
2.03K
+ 23.38%
N/A
10.7K $0
Blackrock Inc
19
+ 5.59%
N/A
359 $0
Grayscale Bitcoin Mini Tr Et
23
+ 0.38%
N/A
6.07K $0
CBRE
Cbre Group, Inc.

Real Estate
3
+ 0.19%
$121.79 - $147.13 $365 - $441
1.59K $207K
Dimensional ETF Trust
19.2K
+ 9.85%
N/A
214K $0
ADI
Analog Devices Inc

Technology
40
+ 3.82%
$201.56 - $243.82 $8.06K - $9.75K
1.09K $219K
MCO
Moodys Corp

Financial Services
9
+ 0.8%
$437.8 - $527.48 $3.94K - $4.75K
1.14K $530K
AVGO
Broadcom Inc.

Technology
959
+ 36.48%
$167.43 - $244.7 $161K - $235K
3.59K $600K
CRM
Salesforce, Inc.

Technology
226
+ 21.56%
$268.36 - $359.95 $60.6K - $81.3K
1.27K $341K
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
AMD
Advanced Micro Devices Inc

Technology
70
+ 3.41%
$96.63 - $129.55 $6.76K - $9.07K
2.12K $218K
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
TGT
Target Corp

Consumer Defensive
104
+ 5.7%
$103.65 - $142.5 $10.8K - $14.8K
1.93K $201K
ETN
Eaton Corp PLC

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