Abacus Planning Group, Inc. Purchases in Q3 2024

Abacus Planning Group, Inc.

  • $545 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DSTL
ETF Ser Solution Distillate Us

ETFs
66K
+ 5.16%
$50.87 - $56.8 $3.36M - $3.75M
1.35M $76.3M
VBR
Vanguard Small Cap Value ETF

ETFs
22.2K
+ 11.38%
$179.99 - $201.6 $3.99M - $4.47M
217K $43.6M
VEA
Vanguard Ftse Developed Market

ETFs
87.3K
+ 28.58%
$47.6 - $53.31 $4.16M - $4.65M
393K $20.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19.4K
+ 7.98%
$98.99 - $101.51 $1.92M - $1.97M
263K $26.6M
AAPL
Apple Inc.

Technology
2.77K
+ 4.64%
$207.23 - $234.82 $574K - $650K
62.5K $14.6M
UNP
Union Pacific Corp

Industrials
149
+ 0.18%
$221.78 - $256.09 $33K - $38.2K
84.9K $20.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
48.2K
+ 30.91%
$24.06 - $26.97 $1.16M - $1.3M
204K $5.48M
MSFT
Microsoft Corp

Technology
2.84K
+ 15.33%
$395.15 - $467.56 $1.12M - $1.33M
21.4K $9.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.37K
+ 3.53%
$41.9 - $48.26 $183K - $211K
128K $6.13M
NVDA
Nvidia Corp

Technology
5.7K
+ 20.18%
$98.91 - $134.91 $564K - $769K
33.9K $4.12M
LEN
Lennar Corp

Consumer Cyclical
624
+ 4.94%
$142.5 - $192.45 $88.9K - $120K
13.3K $2.49M
MTB
M&T Bank Corp

Financial Services
38
+ 0.21%
$146.49 - $179.85 $5.57K - $6.83K
17.8K $3.17M
UNH
Unitedhealth Group Inc

Healthcare
497
+ 24.39%
$488.01 - $604.18 $243K - $300K
2.54K $1.48M
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 0.2%
$520.18 - $576.82 $14K - $15.6K
13.6K $7.86M
DISV
Dimensional ETF Tr Dimensional

ETFs
14K
New
$26.06 - $29.18 $364K - $408K
14K $406K
JNJ
Johnson & Johnson

Healthcare
1.57K
+ 17.44%
$145.48 - $167.38 $229K - $263K
10.6K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
461
+ 16.1%
$333.64 - $405.2 $154K - $187K
3.32K $1.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
304
+ 7.43%
$405.19 - $478.57 $123K - $145K
4.4K $2.02M
CIVI
Civitas Resources, Inc.

Energy
6.91K
New
$49.47 - $72.73 $342K - $502K
6.91K $350K
JPM
Jpmorgan Chase & CO

Financial Services
789
+ 3.84%
$194.9 - $224.8 $154K - $177K
21.3K $4.5M
META
Meta Platforms, Inc.

Communication Services
129
+ 3.3%
$453.41 - $572.44 $58.5K - $73.8K
4.04K $2.31M
PGR
Progressive Corp

Financial Services
1.26K
New
$209.46 - $259.24 $263K - $326K
1.26K $318K
LOW
Lowes Companies Inc

Consumer Cyclical
630
+ 24.73%
$213.3 - $270.78 $134K - $171K
3.18K $860K
DHR
Danaher Corp

Healthcare
498
+ 9.16%
$239.25 - $280.76 $119K - $140K
5.94K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
145
+ 2.3%
$517.38 - $573.86 $75K - $83.2K
6.45K $3.7M
SCHO
Schwab Short Term Us Treasury

ETFs
2.74K
+ 1.74%
$47.93 - $49.06 $131K - $134K
160K $7.85M
NEE
Nextera Energy Inc

Utilities
880
+ 6.62%
$69.9 - $84.97 $61.5K - $74.8K
14.2K $1.2M
MMM
3 M CO

Industrials
1.85K
New
$99.69 - $139.42 $184K - $257K
1.85K $252K
WMT
Walmart Inc.

Consumer Defensive
507
+ 3.18%
$66.91 - $81.4 $33.9K - $41.3K
16.5K $1.33M
MCD
Mcdonalds Corp

Consumer Cyclical
241
+ 7.24%
$245.82 - $304.51 $59.2K - $73.4K
3.57K $1.09M
SSB
South State Corp

Financial Services
2.4K
New
$75.47 - $101.63 $181K - $244K
2.4K $233K
UHS
Universal Health Services Inc

Healthcare
1.01K
New
$178.68 - $241.52 $181K - $245K
1.01K $231K
MO
Altria Group, Inc.

Consumer Defensive
4.44K
New
$45.95 - $54.71 $204K - $243K
4.44K $226K
MA
Mastercard Inc

Financial Services
446
New
$429.6 - $500.99 $192K - $223K
446 $220K
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
New
$101.25 - $127.45 $183K - $230K
1.8K $218K
VO
Vanguard Mid Cap ETF

ETFs
824
New
$237.84 - $263.83 $196K - $217K
824 $217K
TRU
Trans Union

Industrials
2.06K
New
$72.72 - $106.05 $150K - $219K
2.06K $215K
FIS
Fidelity National Information Services, Inc.

Technology
2.53K
New
$72.8 - $85.04 $184K - $215K
2.53K $211K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.88K
New
$66.31 - $74.08 $191K - $213K
2.88K $211K
AMP
Ameriprise Financial Inc

Financial Services
448
New
$391.53 - $469.81 $175K - $210K
448 $210K
JLL
Jones Lang Lasalle Inc

Real Estate
194
+ 8.0%
$198.7 - $272.0 $38.5K - $52.8K
2.62K $707K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.66K
New
$57.22 - $80.08 $152K - $213K
2.66K $207K
T
At&T Inc.

Communication Services
6.78K
+ 34.82%
$18.21 - $22.28 $124K - $151K
26.3K $577K
IBM
International Business Machines Corp

Technology
261
+ 8.67%
$175.1 - $223.38 $45.7K - $58.3K
3.27K $723K
XOM
Exxon Mobil Corp

Energy
1.36K
+ 6.72%
$109.72 - $119.0 $150K - $162K
21.6K $2.54M
TSLA
Tesla, Inc.

Consumer Cyclical
434
+ 33.67%
$191.76 - $263.26 $83.2K - $114K
1.72K $450K
ABBV
Abb Vie Inc.

Healthcare
743
+ 50.58%
$163.84 - $199.33 $122K - $148K
2.21K $436K
AVGO
Broadcom Inc.

Technology
2.56K
+ 1366.84%
$136.27 - $1745.86 $348K - $4.46M
2.74K $473K
MCO
Moodys Corp

Financial Services
266
+ 30.89%
$421.49 - $494.67 $112K - $132K
1.13K $534K
Activity Summary
Buys All Purchases 129 New Holdings 19 Increased Positions 110 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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