Abacus Planning Group, Inc. Purchases in Q4 2025

Abacus Planning Group, Inc.

  • $684 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
76.4K
+ 16.29%
$102.72 - $103.6 $7.85M - $7.92M
546K $56.1M
AMZN
Amazon Com Inc

Consumer Cyclical
691
+ 0.74%
$213.04 - $254.0 $147K - $176K
93.6K $22M
PEP
Pepsico Inc

Consumer Defensive
8.29K
+ 124.53%
$138.84 - $153.71 $1.15M - $1.27M
14.9K $2.21M
DSTL
ETF Ser Solution Distillate Us

ETFs
36.3K
+ 2.63%
$56.27 - $58.55 $2.04M - $2.13M
1.42M $81.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.21K
+ 0.49%
$72.17 - $75.74 $160K - $168K
458K $34.3M
WMT
Walmart Inc.

Consumer Defensive
7.79K
+ 37.9%
$101.18 - $109.03 $788K - $849K
28.3K $2.92M
LLY
Eli Lilly & CO

Healthcare
116
+ 4.68%
$799.57 - $1025.28 $92.8K - $119K
2.6K $2.65M
VTI
Vanguard Total Stock Market Et

ETFs
637
+ 0.29%
$321.8 - $337.95 $205K - $215K
223K $73.4M
DFIS
Dimensional ETF Tr Dimensional

ETFs
19.8K
+ 5.93%
$30.89 - $32.15 $612K - $637K
354K $11.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.04K
+ 4.67%
$52.54 - $55.77 $370K - $393K
158K $8.65M
YUM
Yum Brands Inc

Consumer Cyclical
3.22K
+ 169.96%
$138.21 - $153.19 $445K - $493K
5.11K $761K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
353
+ 1.14%
$600.51 - $631.95 $212K - $223K
31.4K $19.4M
MU
Micron Technology Inc

Technology
669
+ 25.64%
$181.6 - $253.3 $121K - $169K
3.28K $809K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10K
+ 24.24%
$31.28 - $33.46 $313K - $335K
51.3K $1.7M
CIVI
Civitas Resources, Inc.

Energy
12.3K
New
$25.81 - $35.44 $318K - $436K
12.3K $350K
RNR
Renaissancere Holdings LTD

Financial Services
1.22K
New
$231.59 - $269.45 $283K - $329K
1.22K $321K
AMD
Advanced Micro Devices Inc

Technology
512
+ 24.5%
$164.01 - $264.33 $84K - $135K
2.6K $625K
JNJ
Johnson & Johnson

Healthcare
687
+ 6.57%
$185.98 - $199.58 $128K - $137K
11.1K $2.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
497
New
$524.58 - $588.02 $261K - $292K
497 $281K
IVV
Ishares Core S&P 500 ETF

ETFs
272
+ 1.95%
$656.2 - $690.71 $178K - $188K
14.2K $9.61M
CAT
Caterpillar Inc

Industrials
33
+ 1.03%
$480.82 - $585.49 $15.9K - $19.3K
3.25K $1.79M
AMGN
Amgen Inc

Healthcare
83
+ 2.18%
$290.13 - $341.71 $24.1K - $28.4K
3.9K $1.33M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.72K
+ 88.02%
$52.76 - $53.18 $249K - $251K
10.1K $532K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.3K
New
$42.31 - $46.37 $224K - $246K
5.3K $244K
FDX
Fedex Corp

Industrials
910
New
$224.63 - $268.67 $204K - $244K
910 $240K
OUNZ
Van Eck Merk Gold Trust

ETFs
5.54K
+ 76.22%
$37.12 - $42.17 $206K - $234K
12.8K $504K
CSX
Csx Corp

Industrials
6.3K
New
$34.88 - $36.67 $220K - $231K
6.3K $219K
ORA
Ormat Technologies, Inc.

Utilities
2K
New
$99.93 - $114.75 $200K - $230K
2K $217K
CAH
Cardinal Health Inc

Healthcare
18
+ 0.42%
$153.27 - $206.06 $2.76K - $3.71K
4.35K $892K
APA
Apa Corp

Energy
8.55K
New
$21.66 - $25.12 $185K - $215K
8.55K $211K
GPN
Global Payments Inc

Industrials
2.75K
New
$74.11 - $88.53 $203K - $243K
2.75K $203K
MRK
Merck & Co., Inc.

Healthcare
862
+ 6.5%
$82.49 - $92.93 $71.1K - $80.1K
14.1K $1.31M
FTV
Fortive Corp

Technology
3.84K
New
$47.8 - $52.03 $184K - $200K
3.84K $198K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.61K
New
$50.39 - $55.82 $182K - $202K
3.61K $197K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.05K
New
$178.37 - $198.46 $187K - $209K
1.05K $193K
MAR
Marriott International Inc

Consumer Cyclical
672
New
$259.04 - $291.9 $174K - $196K
672 $192K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.07K
+ 8.0%
$42.98 - $45.73 $175K - $186K
55K $2.46M
DHR
Danaher Corp

Healthcare
121
+ 2.11%
$202.46 - $223.01 $24.5K - $27K
5.85K $1.29M
GM
General Motors CO

Consumer Cyclical
680
+ 7.05%
$55.35 - $71.89 $37.6K - $48.9K
10.3K $728K
WFC
Wells Fargo & Company

Financial Services
1.53K
+ 24.54%
$77.62 - $87.3 $119K - $134K
7.79K $649K
INTC
Intel Corp

Technology
3.24K
+ 27.12%
$34.71 - $41.53 $113K - $135K
15.2K $527K
CRM
Salesforce, Inc.

Technology
520
+ 36.62%
$235.69 - $263.41 $123K - $137K
1.94K $459K
DFAE
Dimensional ETF Tr

ETFs
3.26K
+ 20.81%
$30.74 - $33.05 $100K - $108K
18.9K $614K
AMAT
Applied Materials Inc

Technology
371
+ 26.71%
$209.95 - $240.89 $77.9K - $89.4K
1.76K $402K
PFE
Pfizer Inc

Healthcare
4.83K
+ 21.59%
$24.23 - $27.37 $117K - $132K
27.2K $682K
BAC
Bank Of America Corp

Financial Services
2.08K
+ 3.44%
$48.65 - $54.11 $101K - $113K
62.6K $3.22M
SHEL
Shell PLC

Energy
1.16K
+ 40.89%
$71.37 - $77.01 $82.9K - $89.4K
4K $303K
IBM
International Business Machines Corp

Technology
125
+ 3.61%
$275.97 - $314.98 $34.5K - $39.4K
3.59K $1.07M
BIIB
Biogen Inc.

Healthcare
191
+ 11.64%
$142.26 - $167.55 $27.2K - $32K
1.83K $306K
Activity Summary
Buys All Purchases 144 New Holdings 17 Increased Positions 127 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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