Abacus Planning Group, Inc. Incresed Positions in Q1 2025

Abacus Planning Group, Inc.

  • $552 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WK
Workiva Inc

Technology
50.9K
+ 2508.57%
$75.91 - $114.09 $3.87M - $5.81M
53K $4.17M
VEA
Vanguard Ftse Developed Market

ETFs
35.4K
+ 9.03%
$47.4 - $52.99 $1.68M - $1.88M
427K $21.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.6K
+ 5.81%
$100.59 - $103.47 $1.67M - $1.72M
303K $31.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.81K
+ 1.5%
$58.01 - $64.46 $395K - $439K
461K $28.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
18.4K
+ 7.93%
$23.92 - $26.89 $441K - $496K
251K $6.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
844
+ 19.17%
$442.66 - $534.52 $374K - $451K
5.25K $2.75M
UNP
Union Pacific Corp

Industrials
28
+ 0.03%
$225.21 - $254.42 $6.31K - $7.12K
85K $20.1M
AVDE
American Centy ETF Tr Avantis

ETFs
4.06K
+ 13.44%
$60.63 - $68.55 $246K - $278K
34.3K $2.29M
KO
Coca Cola CO

Consumer Defensive
718
+ 2.4%
$60.81 - $72.32 $43.7K - $51.9K
30.7K $2.2M
DUK
Duke Energy Corp

Utilities
1.41K
+ 17.75%
$105.87 - $121.97 $150K - $172K
9.38K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.65K
+ 1.22%
$42.5 - $46.71 $70.3K - $77.3K
138K $6.23M
AMGN
Amgen Inc

Healthcare
164
+ 4.44%
$258.59 - $327.36 $42.4K - $53.7K
3.85K $1.2M
LLY
Eli Lilly & CO

Healthcare
79
+ 3.28%
$725.72 - $929.72 $57.3K - $73.4K
2.49K $2.05M
V
Visa Inc.

Financial Services
389
+ 23.87%
$306.92 - $362.71 $119K - $141K
2.02K $707K
T
At&T Inc.

Communication Services
1.34K
+ 5.14%
$21.56 - $28.28 $28.8K - $37.8K
27.3K $772K
ROP
Roper Technologies Inc

Industrials
7
+ 0.28%
$502.71 - $593.81 $3.52K - $4.16K
2.5K $1.47M
CVS
Cvs Health Corp

Healthcare
731
+ 13.84%
$44.22 - $68.64 $32.3K - $50.2K
6.01K $407K
ELV
Elevance Health, Inc.

Healthcare
303
+ 54.99%
$365.9 - $436.25 $111K - $132K
854 $368K
GE
General Electric CO

Industrials
506
+ 31.45%
$168.59 - $212.13 $85.3K - $107K
2.12K $423K
JPM
Jpmorgan Chase & CO

Financial Services
142
+ 0.66%
$225.19 - $279.95 $32K - $39.8K
21.5K $5.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
100
+ 0.25%
$59.28 - $66.1 $5.93K - $6.61K
40.9K $2.63M
DE
Deere & CO

Industrials
26
+ 0.9%
$408.57 - $509.27 $10.6K - $13.2K
2.93K $1.37M
ABBV
Abb Vie Inc.

Healthcare
364
+ 16.88%
$169.2 - $216.66 $61.6K - $78.9K
2.52K $527K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.27K
+ 26.12%
$21.23 - $23.75 $176K - $196K
39.9K $856K
CB
Chubb LTD

Financial Services
315
+ 22.37%
$257.71 - $301.99 $81.2K - $95.1K
1.72K $520K
IBM
International Business Machines Corp

Technology
123
+ 3.75%
$217.4 - $264.74 $26.7K - $32.6K
3.4K $845K
PGR
Progressive Corp

Financial Services
207
+ 14.25%
$235.61 - $291.22 $48.8K - $60.3K
1.66K $469K
EEM
Ishares Msci Emerging Markets

ETFs
29
+ 0.05%
$40.81 - $45.34 $1.18K - $1.31K
59.6K $2.61M
VZ
Verizon Communications Inc

Communication Services
762
+ 5.0%
$37.81 - $46.49 $28.8K - $35.4K
16K $725K
PM
Philip Morris International Inc.

Consumer Defensive
235
+ 13.82%
$117.15 - $158.79 $27.5K - $37.3K
1.94K $307K
MA
Mastercard Inc

Financial Services
166
+ 36.89%
$504.67 - $576.31 $83.8K - $95.7K
616 $337K
RTX
Raytheon Technologies Corp

Industrials
431
+ 17.69%
$114.1 - $135.66 $49.2K - $58.5K
2.87K $379K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 1.11%
$279.74 - $321.29 $11.2K - $12.9K
3.65K $1.14M
HCA
Hca Healthcare, Inc.

Healthcare
138
+ 13.5%
$296.7 - $345.55 $40.9K - $47.7K
1.16K $400K
MRK
Merck & Co., Inc.

Healthcare
2.31K
+ 19.21%
$83.01 - $101.02 $192K - $233K
14.3K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 1.13%
$890.62 - $1076.86 $22.3K - $26.9K
2.24K $2.12M
CSCO
Cisco Systems, Inc.

Technology
989
+ 9.42%
$58.74 - $64.87 $58.1K - $64.2K
11.5K $708K
CAH
Cardinal Health Inc

Healthcare
11
+ 0.25%
$118.02 - $137.77 $1.3K - $1.52K
4.34K $597K
ABT
Abbott Laboratories

Healthcare
55
+ 1.44%
$111.1 - $140.22 $6.11K - $7.71K
3.88K $514K
MPC
Marathon Petroleum Corp

Energy
422
+ 13.13%
$134.72 - $159.03 $56.9K - $67.1K
3.64K $529K
AEP
American Electric Power CO Inc

Utilities
157
+ 4.4%
$90.32 - $109.27 $14.2K - $17.2K
3.72K $406K
SHEL
Shell PLC

Energy
235
+ 4.67%
$62.84 - $73.29 $14.8K - $17.2K
5.26K $382K
CME
Cme Group Inc.

Financial Services
31
+ 1.96%
$225.82 - $266.54 $7K - $8.26K
1.61K $427K
WFC
Wells Fargo & Company

Financial Services
713
+ 14.05%
$66.78 - $81.42 $47.6K - $58.1K
5.79K $415K
NFLX
Netflix Inc

Communication Services
32
+ 5.66%
$828.4 - $1058.6 $26.5K - $33.9K
597 $556K
DFAE
Dimensional ETF Tr

ETFs
1.75K
+ 14.59%
$24.64 - $26.86 $43.1K - $47K
13.7K $356K
CAT
Caterpillar Inc

Industrials
446
+ 15.4%
$326.75 - $407.63 $146K - $182K
3.34K $1.1M
JBL
Jabil Inc

Technology
454
+ 27.85%
$130.51 - $173.33 $59.3K - $78.7K
2.08K $283K
AON
Aon PLC

Financial Services
12
+ 1.18%
$348.44 - $409.32 $4.18K - $4.91K
1.03K $411K
Activity Summary
Buys All Purchases 134 New Holdings 24 Increased Positions 110 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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