Abacus Planning Group, Inc. Incresed Positions 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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10K
+ 24.24%
$31.28 - $33.46 $313K - $335K
51.3K $1.7M
MU
Micron Technology Inc

Technology
669
+ 25.64%
$181.6 - $253.3 $121K - $169K
3.28K $809K
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
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
OUNZ
Van Eck Merk Gold Trust

ETFs
5.54K
+ 76.22%
$37.12 - $42.17 $206K - $234K
12.8K $504K
CAH
Cardinal Health Inc

Healthcare
18
+ 0.42%
$153.27 - $206.06 $2.76K - $3.71K
4.35K $892K
MRK
Merck & Co., Inc.

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

Technology
3.24K
+ 27.12%
$34.71 - $41.53 $113K - $135K
15.2K $527K
WFC
Wells Fargo & Company

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

Energy
499
+ 13.85%
$148.9 - $157.72 $74.3K - $78.7K
4.1K $634K
AVUV
American Centy ETF Tr Avantis

ETFs
1.03K
+ 5.41%
$95.19 - $100.66 $98.3K - $104K
20.1K $1.96M
APP
App Lovin Corp

Technology
226
+ 52.8%
$552.64 - $704.09 $125K - $159K
654 $364K
VTRS
Viatris Inc

Healthcare
2.26K
+ 5.99%
$9.74 - $11.2 $22K - $25.3K
40K $428K
CVS
Cvs Health Corp

Healthcare
504
+ 9.91%
$76.69 - $83.04 $38.7K - $41.9K
5.59K $438K
MPC
Marathon Petroleum Corp

Energy
164
+ 5.89%
$180.89 - $200.13 $29.7K - $32.8K
2.95K $589K
UBER
Uber Technologies, Inc

Technology
855
+ 20.07%
$91.62 - $100.1 $78.3K - $85.6K
5.12K $468K
NKE
Nike, Inc.

Consumer Cyclical
1.23K
+ 30.89%
$60.8 - $74.57 $74.6K - $91.5K
5.2K $327K
ABBV
Abb Vie Inc.

Healthcare
188
+ 8.18%
$211.96 - $244.38 $39.8K - $45.9K
2.49K $581K
F
Ford Motor CO

Consumer Cyclical
1.23K
+ 4.73%
$11.41 - $13.84 $14.1K - $17.1K
27.3K $360K
ADI
Analog Devices Inc

Technology
259
+ 27.32%
$225.32 - $246.37 $58.4K - $63.8K
1.21K $277K
DIS
Walt Disney CO

Communication Services
1.03K
+ 13.91%
$105.69 - $116.65 $109K - $120K
8.43K $890K
ALL
Allstate Corp

Financial Services
205
+ 8.47%
$190.0 - $214.3 $39K - $43.9K
2.63K $562K
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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