Abacus Wealth Partners, LLC Reduced Holdings in Q3 2025

Abacus Wealth Partners, LLC

  • $695 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
-62.8K
- 17.61%
$32.78 - $35.79 $2.06M - $2.25M
294K $10.5B
TMC
Tmc The Metals CO Inc.

Basic Materials
-60K
- 65.22%
$4.67 - $8.1 $280K - $486K
32K $204M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-8.3K
- 38.3%
$42.04 - $45.23 $349K - $376K
13.4K $605M
VB
Vanguard Small Cap ETF

ETFs
-1.39K
- 43.79%
$237.58 - $259.17 $330K - $360K
1.78K $453M
CAT
Caterpillar Inc

Industrials
-851
- 49.25%
$390.92 - $477.15 $333K - $406K
877 $418M
FISV
Fiserv Inc

Technology
-252
- 5.47%
N/A
4.35K $561M
CARR
Carrier Global Corp

Industrials
-447
- 11.23%
$58.75 - $80.73 $26.3K - $36.1K
3.54K $211M
VUG
Vanguard Growth ETF

ETFs
-388
- 15.07%
$433.97 - $484.08 $168K - $188K
2.19K $1.05B
IBM
International Business Machines Corp

Technology
-155
- 10.74%
$234.77 - $292.47 $36.4K - $45.3K
1.29K $363M
NFLX
Netflix Inc

Communication Services
-26
- 12.09%
$1147.87 - $1297.18 $29.8K - $33.7K
189 $227M
DE
Deere & CO

Industrials
-31
- 4.17%
$457.26 - $524.37 $14.2K - $16.3K
712 $326M
TYL
Tyler Technologies Inc

Technology
-11
- 2.28%
$522.22 - $611.76 $5.74K - $6.73K
471 $246M
WIT
Wipro LTD

Technology
-7.1K
- 20.45%
$2.63 - $3.11 $18.7K - $22.1K
27.6K $72.6M
DIS
Walt Disney CO

Communication Services
-49
- 2.33%
$112.25 - $124.0 $5.5K - $6.08K
2.05K $235M
EMR
Emerson Electric CO

Industrials
-140
- 6.7%
$128.6 - $149.63 $18K - $20.9K
1.95K $256M
META
Meta Platforms, Inc.

Communication Services
-16
- 2.04%
$695.21 - $791.73 $11.1K - $12.7K
767 $563M
NVS
Novartis Ag

Healthcare
-225
- 11.3%
$113.5 - $129.73 $25.5K - $29.2K
1.77K $226M
CSCO
Cisco Systems, Inc.

Technology
-108
- 1.86%
$66.2 - $71.79 $7.15K - $7.75K
5.7K $390M
WF
Woori Financial Group Inc.

Financial Services
-827
- 11.07%
$49.62 - $57.76 $41K - $47.8K
6.64K $373M
MA
Mastercard Inc

Financial Services
-4
- 0.52%
$550.18 - $598.96 $2.2K - $2.4K
758 $431M
CVX
Chevron Corp

Energy
-117
- 6.21%
$145.57 - $161.83 $17K - $18.9K
1.77K $274M
ASX
Ase Technology Holding Co., Ltd.

Technology
-331
- 2.81%
$9.5 - $11.71 $3.14K - $3.88K
11.5K $127M
HUBB
Hubbell Inc

Industrials
-19
- 2.91%
$410.51 - $450.93 $7.8K - $8.57K
634 $273M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-104
- 0.5%
$76.16 - $78.59 $7.92K - $8.17K
20.6K $1.61B
BDX
Becton Dickinson & CO

Healthcare
-40
- 2.96%
$172.41 - $199.66 $6.9K - $7.99K
1.31K $245M
MSI
Motorola Solutions, Inc.

Technology
-12
- 1.16%
$408.73 - $490.3 $4.9K - $5.88K
1.03K $469M
ETN
Eaton Corp PLC

Industrials
-69
- 2.01%
$342.99 - $392.76 $23.7K - $27.1K
3.36K $1.26B
VV
Vanguard Large Cap ETF

ETFs
-14
- 0.82%
$285.05 - $309.14 $3.99K - $4.33K
1.7K $522M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-123
- 6.16%
$224.68 - $282.71 $27.6K - $34.8K
1.88K $524M
FAST
Fastenal CO

Industrials
-290
- 2.26%
$42.47 - $50.39 $12.3K - $14.6K
12.5K $615M
GOOG
Alphabet Inc.

Communication Services
-1.14K
- 20.61%
$175.16 - $255.24 $200K - $291K
4.39K $1.07B
AMD
Advanced Micro Devices Inc

Technology
-54
- 0.99%
$134.8 - $184.42 $7.28K - $9.96K
5.43K $878M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-62
- 0.05%
$41.91 - $44.87 $2.6K - $2.78K
127K $5.69B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.42K
- 0.93%
$36.04 - $38.78 $51.1K - $55K
152K $5.84B
Manager Directed Portfolios
-172K
- 1.39%
N/A
12.2M $130B
AAPL
Apple Inc.

Technology
-3.2K
- 10.48%
$202.38 - $256.87 $648K - $823K
27.4K $6.97B
NVDA
Nvidia Corp

Technology
-633
- 1.46%
$153.3 - $186.58 $97K - $118K
42.8K $7.99B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-4.32K
- 0.74%
$33.05 - $35.83 $143K - $155K
580K $20.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
-30.5K
- 2.07%
$53.36 - $59.69 $1.63M - $1.82M
1.44M $83.9B
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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