Abacus Planning Group, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $602 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $76.5M, Vanguard Total Stock Market Et with a value of $67.2M, Vanguard Small Cap Value ETF with a value of $40.1M, Ishares Barclays 0 5 Year Tips with a value of $35.5M, and Vanguard Star Fd Vanguard Tota with a value of $31.5M.
Examining the 13F form we can see an increase of $313M in the current position value, from $289M to 602M.
Below you can find more details about Abacus Planning Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$602 Million
ETFs: $400 Million
Technology: $47.4 Million
Financial Services: $38.4 Million
Industrials: $33.6 Million
Consumer Cyclical: $28.8 Million
Healthcare: $16.8 Million
Communication Services: $16.3 Million
Consumer Defensive: $10.1 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
