Abacus Planning Group, Inc. Portfolio Holdings
Abacus Planning Group, Inc.
- $545 Million
- Q3 2024
Abacus Planning Group, Inc. has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $545 Million distributed in 218 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 $76.3M, Vanguard Total Stock Market Et with a value of $59M, Vanguard Small Cap Value ETF with a value of $43.6M, Vanguard Star Fd Vanguard Tota with a value of $29.7M, and Ishares Barclays 0 5 Year Tips with a value of $26.6M.
Examining the 13F form we can see an increase of $42.4M in the current position value, from $503M to 545M.
Below you can find more details about Abacus Planning Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 218
- Current Value $545 Million
- Prior Value $503 Million
- Filing
- Period Q3 2024
- Filing Date October 02, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 50 stocks