Abacus Wealth Partners, LLC Portfolio Holdings

Abacus Wealth Partners, LLC

  • $670 Billion
  • Q4 2024

Abacus Wealth Partners, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $670 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $157B, Dimensional ETF Tr Dimensional with a value of $106B, Dimensional ETF Tr U S Target with a value of $73.6B, Nuveen Esg Small Cap ETF with a value of $51.1B, and Tidal ETF Tr Adasina Social Ju with a value of $43.8B.

Examining the 13F form we can see an increase of $2.65B in the current position value, from $667B to 670B.

Abacus Wealth Partners, LLC is based out at Santa Monica, CA

Below you can find more details about Abacus Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $670 Billion
ETFs: $288 Billion
Technology: $26 Billion
Industrials: $4.11 Billion
Healthcare: $3.36 Billion
Consumer Cyclical: $3.23 Billion
Financial Services: $3.09 Billion
Consumer Defensive: $2.56 Billion
Communication Services: $2.29 Billion
Other: $838 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $670 Billion
  • Prior Value $667 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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