Abacus Wealth Partners, LLC Incresed Positions in Q3 2025

Abacus Wealth Partners, LLC

  • $695 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSB
Dimensional ETF Tr Dimensional
155K
+ 7.38%
N/A
2.25M $120B
NUSC
Nuveen Esg Small Cap ETF

ETFs
54K
+ 4.18%
$40.43 - $44.52 $2.18M - $2.4M
1.35M $59.4B
DFSU
Dimensional ETF Tr Dimen Us Su
8.56K
+ 0.69%
N/A
1.24M $52.8B
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
40.1K
+ 4.45%
$35.99 - $38.74 $1.44M - $1.55M
942K $36.5B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
125K
+ 5.09%
$19.44 - $20.43 $2.42M - $2.55M
2.57M $52.3B
DFSI
Dimensional ETF Tr Dimen Intl
28.2K
+ 5.03%
N/A
589K $24.1B
ORCL
Oracle Corp

Technology
242
+ 1.29%
$218.96 - $328.33 $53K - $79.5K
19K $5.34B
DFSE
Dimensional ETF Tr Dimen Emrgn
3.87K
+ 1.15%
N/A
341K $14B
SPY
Spdr S&P 500 ETF Trust

ETFs
551
+ 6.89%
$617.65 - $666.84 $340K - $367K
8.54K $5.69B
Franklin Templeton Digital H
5K
+ 50.0%
N/A
15K $993M
GOOGL
Alphabet Inc.

Communication Services
315
+ 8.36%
$174.36 - $254.72 $54.9K - $80.2K
4.09K $993M
ABBV
Abb Vie Inc.

Healthcare
204
+ 4.38%
$184.85 - $231.54 $37.7K - $47.2K
4.87K $1.13B
MSFT
Microsoft Corp

Technology
183
+ 2.4%
$491.09 - $535.64 $89.9K - $98K
7.82K $4.05B
JNJ
Johnson & Johnson

Healthcare
528
+ 11.53%
$155.17 - $185.42 $81.9K - $97.9K
5.11K $947M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 6.79%
$459.11 - $506.91 $114K - $126K
3.9K $1.96B
VTI
Vanguard Total Stock Market Et

ETFs
308
+ 12.07%
$303.93 - $329.86 $93.6K - $102K
2.86K $939M
PLTR
Palantir Technologies Inc.

Technology
358
+ 18.41%
$130.68 - $186.97 $46.8K - $66.9K
2.3K $420M
AVGO
Broadcom Inc.

Technology
42
+ 1.88%
$264.74 - $369.57 $11.1K - $15.5K
2.27K $749M
VIG
Vanguard Dividend Appreciation

ETFs
328
+ 5.71%
N/A
6.07K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
139
+ 18.71%
$567.77 - $614.76 $78.9K - $85.5K
882 $540M
LOW
Lowes Companies Inc

Consumer Cyclical
139
+ 5.4%
$215.01 - $273.02 $29.9K - $37.9K
2.71K $682M
LQD
Ishares Iboxx $ Investment Gra

ETFs
611
+ 5.08%
$107.66 - $112.36 $65.8K - $68.7K
12.6K $1.41B
Dimensional ETF Trust
2.79K
+ 11.62%
N/A
26.8K $733M
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 1.2%
$282.78 - $316.06 $10.2K - $11.4K
3.03K $954M
RTX
Raytheon Technologies Corp

Industrials
204
+ 13.42%
$144.19 - $167.33 $29.4K - $34.1K
1.72K $288M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.22K
+ 4.66%
$47.86 - $48.43 $58.2K - $58.9K
27.3K $1.32B
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 15.24%
$357.4 - $423.42 $32.5K - $38.5K
688 $279M
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 2.03%
$214.92 - $244.84 $7.74K - $8.81K
1.81K $438M
PH
Parker Hannifin Corp

Industrials
20
+ 3.5%
$697.13 - $769.67 $13.9K - $15.4K
592 $449M
MRK
Merck & Co., Inc.

Healthcare
43
+ 0.47%
$77.6 - $87.37 $3.34K - $3.76K
9.12K $766M
AXP
American Express CO

Financial Services
107
+ 14.76%
$294.27 - $342.31 $31.5K - $36.6K
832 $276M
UNP
Union Pacific Corp

Industrials
146
+ 8.86%
$214.91 - $237.16 $31.4K - $34.6K
1.79K $424M
IWB
Ishares Tr Russell 1000 ETF

ETFs
25
+ 2.05%
$339.37 - $366.46 $8.48K - $9.16K
1.25K $455M
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 2.99%
$211.65 - $238.24 $38.1K - $42.9K
6.21K $1.36B
ABT
Abbott Laboratories

Healthcare
325
+ 6.27%
$120.51 - $136.62 $39.2K - $44.4K
5.51K $738M
XOM
Exxon Mobil Corp

Energy
5
+ 0.15%
$105.83 - $117.22 $529 - $586
3.32K $375M
RNW
Re New Energy Global PLC

Utilities
612
+ 4.99%
$6.81 - $7.85 $4.17K - $4.8K
12.9K $99.2M
PG
Procter & Gamble CO

Consumer Defensive
136
+ 5.74%
$150.47 - $161.22 $20.5K - $21.9K
2.51K $385M
Canadian Pacific Kansas City
37
+ 1.24%
N/A
3.01K $224M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.76%
$915.95 - $994.57 $12.8K - $13.9K
1.86K $1.72B
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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