Abacus Planning Group
Latest statistics and disclosures from Abacus Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DSTL, VTI, VBR, STIP, VXUS, and represent 42.12% of Abacus Planning Group's stock portfolio.
- Added to shares of these 10 stocks: PSLV, SCHO, DSTL, STIP, VTI, SW, VBR, SCHX, DFIS, SCHF.
- Started 17 new stock positions in ZVIA, JBL, Grayscale Bitcoin Mini Trust Etf, NUVB, NOW, WK, CBRE, VICI, EQT, PSLV. DFGR, SW, SCHW, BLK, TSM, IWP, JCI.
- Reduced shares in these 10 stocks: GBTC, XOP, CIVI, , AVDV, XOM, VXUS, EL, ARW, HSY.
- Sold out of its positions in AVDV, AMAT, ARW, BlackRock, CIVI, FIS, HSY, EL, TELL, TRU. VYMI, VLTO.
- Abacus Planning Group was a net buyer of stock by $23M.
- Abacus Planning Group has $569M in assets under management (AUM), dropping by 1.63%.
- Central Index Key (CIK): 0001602730
Tip: Access up to 7 years of quarterly data
Positions held by Abacus Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Abacus Planning Group
Abacus Planning Group holds 223 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Etf Ser Solutions Distillate Us (DSTL) | 13.6 | $77M | +4% | 1.4M | 54.92 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 11.0 | $63M | +3% | 216k | 289.81 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 7.7 | $44M | +2% | 222k | 198.18 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 5.1 | $29M | +8% | 287k | 100.60 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.7 | $27M | 454k | 58.93 |
|
|
Amazon (AMZN) | 3.5 | $20M | 92k | 219.39 |
|
|
Union Pacific Corporation (UNP) | 3.4 | $19M | 85k | 228.04 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $19M | 392k | 47.82 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.0 | $17M | 32k | 538.81 |
|
|
Apple (AAPL) | 2.8 | $16M | 63k | 250.42 |
|
|
Dimensional Etf Trust World Equity Etf (DFAW) | 2.1 | $12M | +3% | 195k | 62.46 |
|
Microsoft Corporation (MSFT) | 1.6 | $9.1M | 22k | 421.50 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $8.0M | 14k | 588.69 |
|
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $7.4M | +93% | 310k | 24.06 |
|
Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $6.6M | 28k | 240.28 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $6.0M | +6% | 136k | 44.04 |
|
Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.0 | $5.7M | +13% | 232k | 24.55 |
|
Vanguard Index Fds Value Etf (VTV) | 1.0 | $5.6M | 33k | 169.30 |
|
|
Easterly Government Properti reit (DEA) | 1.0 | $5.5M | 488k | 11.36 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.5M | 29k | 190.44 |
|
|
JPMorgan Chase & Co. (JPM) | 0.9 | $5.1M | 21k | 239.72 |
|
|
NVIDIA Corporation (NVDA) | 0.9 | $4.9M | +6% | 36k | 134.29 |
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.7 | $4.2M | NEW | 436k | 9.65 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $3.8M | 6.4k | 586.10 |
|
|
Sprott Physical Gold Tr Unit (PHYS) | 0.6 | $3.4M | 171k | 20.14 |
|
|
M&T Bank Corporation (MTB) | 0.6 | $3.3M | 18k | 188.01 |
|
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $3.1M | -4% | 28k | 108.61 |
|
Edwards Lifesciences (EW) | 0.5 | $3.0M | 40k | 74.03 |
|
|
Boston Omaha Corp Cl A Com Stk (BOC) | 0.5 | $2.9M | -2% | 204k | 14.18 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $2.5M | 60k | 41.82 |
|
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.5M | +2% | 41k | 60.75 |
|
Meta Platforms Cl A (META) | 0.4 | $2.4M | 4.0k | 585.51 |
|
|
Bank of America Corporation (BAC) | 0.4 | $2.3M | -2% | 53k | 43.95 |
|
Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.1M | 19k | 110.11 |
|
|
Exxon Mobil Corporation (XOM) | 0.4 | $2.0M | -12% | 19k | 107.57 |
|
Costco Wholesale Corporation (COST) | 0.4 | $2.0M | +3% | 2.2k | 916.30 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | 4.4k | 453.28 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | +5% | 10k | 189.30 |
|
Aramark Hldgs (ARMK) | 0.3 | $1.9M | 52k | 37.31 |
|
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $1.9M | +11% | 55k | 34.33 |
|
Coca-Cola Company (KO) | 0.3 | $1.9M | 30k | 62.26 |
|
|
Eli Lilly & Co. (LLY) | 0.3 | $1.9M | 2.4k | 772.07 |
|
|
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $1.9M | -5% | 30k | 61.37 |
|
Lennar Corp Cl A (LEN) | 0.3 | $1.8M | 13k | 136.37 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $1.8M | +31% | 31k | 57.41 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.8M | +11% | 24k | 75.61 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | -7% | 8.1k | 220.95 |
|
Intuit (INTU) | 0.3 | $1.8M | 2.8k | 628.50 |
|
|
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $1.7M | -21% | 24k | 74.02 |
|
Fiserv (FI) | 0.3 | $1.7M | 8.4k | 205.42 |
|
|
Oracle Corporation (ORCL) | 0.3 | $1.6M | +3% | 9.9k | 166.64 |
|
Wal-Mart Stores (WMT) | 0.3 | $1.5M | +4% | 17k | 90.35 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.5M | +200% | 66k | 23.18 |
|
Listed Fd Tr Horizon Kinetics (INFL) | 0.3 | $1.5M | 39k | 38.08 |
|
|
Unum (UNM) | 0.3 | $1.5M | 20k | 73.03 |
|
|
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.3 | $1.4M | 34k | 42.89 |
|
|
Johnson & Johnson (JNJ) | 0.2 | $1.4M | -9% | 9.5k | 144.62 |
|
Danaher Corporation (DHR) | 0.2 | $1.4M | 6.0k | 229.53 |
|
|
Home Depot (HD) | 0.2 | $1.3M | +3% | 3.5k | 388.94 |
|
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.3M | 3.9k | 334.25 |
|
|
Roper Industries (ROP) | 0.2 | $1.3M | 2.5k | 519.85 |
|
|
Smurfit Westrock SHS (SW) | 0.2 | $1.3M | NEW | 24k | 53.86 |
|
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $1.3M | -22% | 9.4k | 132.37 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.2M | +98% | 67k | 18.50 |
|
UnitedHealth (UNH) | 0.2 | $1.2M | -3% | 2.4k | 505.89 |
|
Southern First Bancshares (SFST) | 0.2 | $1.2M | -2% | 31k | 39.75 |
|
Deere & Company (DE) | 0.2 | $1.2M | 2.9k | 423.75 |
|
|
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.2M | 4.5k | 266.72 |
|
|
Merck & Co (MRK) | 0.2 | $1.2M | 12k | 99.48 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.2M | 9.9k | 117.48 |
|
|
Church & Dwight (CHD) | 0.2 | $1.1M | 11k | 104.71 |
|
|
First Community Corporation (FCCO) | 0.2 | $1.1M | -8% | 45k | 24.00 |
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $1.1M | +31% | 8.8k | 121.58 |
|
Caterpillar (CAT) | 0.2 | $1.1M | 2.9k | 362.78 |
|
|
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.0M | 3.9k | 269.70 |
|
|
McDonald's Corporation (MCD) | 0.2 | $1.0M | 3.6k | 289.93 |
|
|
Nextera Energy (NEE) | 0.2 | $1.0M | 14k | 71.69 |
|
|
MetLife (MET) | 0.2 | $1.0M | 12k | 81.88 |
|
|
Amgen (AMGN) | 0.2 | $962k | 3.7k | 260.64 |
|
|
Procter & Gamble Company (PG) | 0.2 | $954k | +4% | 5.7k | 167.66 |
|
Ishares Core Msci Emkt (IEMG) | 0.2 | $941k | 18k | 52.22 |
|
|
Pepsi (PEP) | 0.2 | $870k | -2% | 5.7k | 152.05 |
|
Duke Energy Corp Com New (DUK) | 0.2 | $858k | +4% | 8.0k | 107.74 |
|
Walt Disney Company (DIS) | 0.1 | $822k | 7.4k | 111.35 |
|
|
Lowe's Companies (LOW) | 0.1 | $782k | 3.2k | 246.80 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $776k | +5% | 8.7k | 89.08 |
|
Chevron Corporation (CVX) | 0.1 | $735k | -10% | 5.1k | 144.83 |
|
International Business Machines (IBM) | 0.1 | $721k | 3.3k | 219.83 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $719k | +205% | 32k | 22.70 |
|
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $705k | +6% | 2.8k | 253.14 |
|
Popular Com New (BPOP) | 0.1 | $699k | 7.4k | 94.06 |
|
|
Tesla Motors (TSLA) | 0.1 | $698k | 1.7k | 403.84 |
|
|
Honeywell International (HON) | 0.1 | $678k | 3.0k | 225.90 |
|
|
Excelerate Energy Cl A Com (EE) | 0.1 | $635k | 21k | 30.25 |
|
|
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $634k | 6.0k | 104.89 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $623k | 23k | 26.63 |
|
|
Cisco Systems (CSCO) | 0.1 | $621k | 11k | 59.20 |
|
|
Verizon Communications (VZ) | 0.1 | $609k | -4% | 15k | 39.99 |
|
Broadcom (AVGO) | 0.1 | $609k | -4% | 2.6k | 231.82 |
|
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $605k | 6.3k | 96.53 |
|
|
Pfizer (PFE) | 0.1 | $601k | 23k | 26.53 |
|
|
General Motors Company (GM) | 0.1 | $601k | +10% | 11k | 53.27 |
|
Cdw (CDW) | 0.1 | $599k | 3.4k | 174.04 |
|
|
At&t (T) | 0.1 | $592k | 26k | 22.77 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $590k | 1.2k | 511.26 |
|
|
Hewlett Packard Enterprise (HPE) | 0.1 | $580k | +2% | 27k | 21.35 |
|
Ryder System (R) | 0.1 | $578k | 3.7k | 156.86 |
|
|
WESCO International (WCC) | 0.1 | $559k | 3.1k | 180.96 |
|
|
Moody's Corporation (MCO) | 0.1 | $535k | 1.1k | 473.37 |
|
|
Cooper Cos (COO) | 0.1 | $524k | 5.7k | 91.93 |
|
|
Visa Com Cl A (V) | 0.1 | $515k | +8% | 1.6k | 315.95 |
|
Cigna Corp (CI) | 0.1 | $515k | 1.9k | 276.09 |
|
|
Cardinal Health (CAH) | 0.1 | $512k | 4.3k | 118.27 |
|
|
Hldgs (UAL) | 0.1 | $509k | 5.2k | 97.10 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $508k | 1.6k | 322.16 |
|
|
Netflix (NFLX) | 0.1 | $504k | 565.00 | 891.32 |
|
|
Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $503k | +26% | 19k | 26.19 |
|
Universal Hlth Svcs CL B (UHS) | 0.1 | $501k | +175% | 2.8k | 179.42 |
|
Quanta Services (PWR) | 0.1 | $491k | -9% | 1.6k | 316.05 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $486k | 6.8k | 71.91 |
|
|
Everest Re Group (EG) | 0.1 | $469k | +27% | 1.3k | 362.46 |
|
Allstate Corporation (ALL) | 0.1 | $466k | 2.4k | 192.79 |
|
|
Apollo Global Mgmt (APO) | 0.1 | $466k | 2.8k | 165.16 |
|
|
Norfolk Southern (NSC) | 0.1 | $458k | 1.9k | 234.72 |
|
|
Marathon Petroleum Corp (MPC) | 0.1 | $448k | 3.2k | 139.50 |
|
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $440k | +77% | 17k | 25.86 |
|
Baxter International (BAX) | 0.1 | $439k | 15k | 29.16 |
|
|
Abbott Laboratories (ABT) | 0.1 | $433k | -10% | 3.8k | 113.11 |
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $427k | 7.3k | 58.79 |
|
|
Motorola Solutions Com New (MSI) | 0.1 | $424k | 918.00 | 462.23 |
|
|
Comcast Corp Cl A (CMCSA) | 0.1 | $419k | +7% | 11k | 37.53 |
|
Automatic Data Processing (ADP) | 0.1 | $401k | 1.4k | 292.73 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $399k | 2.0k | 195.79 |
|
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $398k | 4.3k | 93.06 |
|
|
Vestis Corporation Com Shs (VSTS) | 0.1 | $393k | 26k | 15.24 |
|
|
Chubb (CB) | 0.1 | $389k | +11% | 1.4k | 276.30 |
|
Abbvie (ABBV) | 0.1 | $383k | -2% | 2.2k | 177.69 |
|
Intel Corporation (INTC) | 0.1 | $373k | -9% | 19k | 20.05 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $373k | 14k | 26.57 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $371k | -2% | 925.00 | 401.54 |
|
Eaton Corp SHS (ETN) | 0.1 | $369k | 1.1k | 331.84 |
|
|
Cme (CME) | 0.1 | $367k | 1.6k | 232.23 |
|
|
Aon Shs Cl A (AON) | 0.1 | $366k | 1.0k | 359.16 |
|
|
Wells Fargo & Company (WFC) | 0.1 | $356k | 5.1k | 70.24 |
|
|
Dominion Resources (D) | 0.1 | $356k | 6.6k | 53.86 |
|
|
Truist Financial Corp equities (TFC) | 0.1 | $354k | 8.2k | 43.38 |
|
|
salesforce (CRM) | 0.1 | $350k | 1.0k | 334.33 |
|
|
Blackrock (BLK) | 0.1 | $349k | NEW | 340.00 | 1025.49 |
|
Progressive Corporation (PGR) | 0.1 | $348k | +15% | 1.5k | 239.61 |
|
Williams-Sonoma (WSM) | 0.1 | $347k | -2% | 1.9k | 185.18 |
|
Texas Instruments Incorporated (TXN) | 0.1 | $345k | +4% | 1.8k | 187.51 |
|
General Dynamics Corporation (GD) | 0.1 | $342k | -4% | 1.3k | 263.49 |
|
Bristol Myers Squibb (BMY) | 0.1 | $336k | 5.9k | 56.56 |
|
|
Scientific Games (LNW) | 0.1 | $335k | 3.9k | 86.38 |
|
|
American Electric Power Company (AEP) | 0.1 | $329k | 3.6k | 92.23 |
|
|
Hp (HPQ) | 0.1 | $329k | 10k | 32.63 |
|
|
Builders FirstSource (BLDR) | 0.1 | $324k | 2.3k | 142.93 |
|
|
AutoNation (AN) | 0.1 | $319k | 1.9k | 169.84 |
|
|
Sonoco Products Company (SON) | 0.1 | $317k | +60% | 6.5k | 48.85 |
|
American Express Company (AXP) | 0.1 | $316k | 1.1k | 296.79 |
|
|
BRT Realty Trust (BRT) | 0.1 | $316k | 18k | 18.03 |
|
|
Shell Spon Ads (SHEL) | 0.1 | $315k | 5.0k | 62.65 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $311k | 756.00 | 410.67 |
|
|
Hca Holdings (HCA) | 0.1 | $307k | -2% | 1.0k | 300.02 |
|
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $304k | 12k | 25.37 |
|
|
Qualcomm (QCOM) | 0.1 | $303k | 2.0k | 153.62 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $293k | 422.00 | 693.08 |
|
|
Viatris (VTRS) | 0.1 | $285k | +20% | 23k | 12.45 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $284k | NEW | 2.2k | 126.74 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $282k | -18% | 2.4k | 115.71 |
|
Vici Pptys (VICI) | 0.0 | $281k | NEW | 9.6k | 29.21 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $280k | +205% | 11k | 26.07 |
|
Etf Ser Solutions Distillate Smlmd (DSMC) | 0.0 | $271k | +34% | 7.7k | 34.95 |
|
Ge Aerospace Com New (GE) | 0.0 | $268k | -8% | 1.6k | 166.80 |
|
ConocoPhillips (COP) | 0.0 | $266k | -4% | 2.7k | 99.17 |
|
Ishares Tr Egsadvncdmsci Em (EMXF) | 0.0 | $263k | +2% | 7.1k | 37.27 |
|
Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $261k | 8.5k | 30.78 |
|
|
Grayscale Bitcoin Mini Tr Et Shs New | 0.0 | $253k | NEW | 6.0k | 41.87 |
|
United Rentals (URI) | 0.0 | $252k | -4% | 358.00 | 703.61 |
|
Advanced Micro Devices (AMD) | 0.0 | $248k | -9% | 2.1k | 120.79 |
|
Target Corporation (TGT) | 0.0 | $247k | -2% | 1.8k | 135.20 |
|
Trane Technologies SHS (TT) | 0.0 | $245k | 662.00 | 369.35 |
|
|
Dover Corporation (DOV) | 0.0 | $243k | 1.3k | 187.60 |
|
|
Micron Technology (MU) | 0.0 | $241k | 2.9k | 84.17 |
|
|
3M Company (MMM) | 0.0 | $239k | 1.9k | 129.08 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $237k | -4% | 5.3k | 44.89 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $237k | 450.00 | 526.57 |
|
|
Ameriprise Financial (AMP) | 0.0 | $237k | 445.00 | 532.43 |
|
|
American Centy Etf Tr Real Estate Etf (AVRE) | 0.0 | $235k | 5.6k | 41.92 |
|
|
Jabil Circuit (JBL) | 0.0 | $235k | NEW | 1.6k | 143.90 |
|
Fortive (FTV) | 0.0 | $234k | 3.1k | 75.00 |
|
|
Altria (MO) | 0.0 | $232k | 4.4k | 52.29 |
|
|
Servicenow (NOW) | 0.0 | $230k | NEW | 217.00 | 1060.12 |
|
South State Corporation (SSB) | 0.0 | $227k | -4% | 2.3k | 99.48 |
|
Workiva Com Cl A (WK) | 0.0 | $222k | NEW | 2.0k | 109.50 |
|
Analog Devices (ADI) | 0.0 | $222k | 1.0k | 212.46 |
|
|
Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $222k | NEW | 8.7k | 25.54 |
|
Charles Schwab Corporation (SCHW) | 0.0 | $220k | NEW | 3.0k | 74.01 |
|
Yum! Brands (YUM) | 0.0 | $219k | -5% | 1.6k | 134.18 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $218k | 824.00 | 264.13 |
|
|
Paypal Holdings (PYPL) | 0.0 | $216k | -4% | 2.5k | 85.35 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $214k | NEW | 1.1k | 197.49 |
|
Cbre Group Cl A (CBRE) | 0.0 | $208k | NEW | 1.6k | 131.29 |
|
EQT Corporation (EQT) | 0.0 | $207k | NEW | 4.5k | 46.11 |
|
Ford Motor Company (F) | 0.0 | $205k | 21k | 9.90 |
|
|
Philip Morris International (PM) | 0.0 | $205k | -5% | 1.7k | 120.35 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $204k | NEW | 2.6k | 78.93 |
|
Anthem (ELV) | 0.0 | $203k | -34% | 551.00 | 368.90 |
|
Pacific Biosciences of California (PACB) | 0.0 | $183k | 100k | 1.83 |
|
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $151k | 11k | 13.30 |
|
|
AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $140k | 13k | 10.73 |
|
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $130k | 13k | 9.72 |
|
|
AmeriServ Financial (ASRV) | 0.0 | $111k | 43k | 2.62 |
|
|
Ford Mtr Note 3/1 (Principal) | 0.0 | $97k | 100k | 0.97 |
|
|
Saba Capital Income & Oprnt Shs New (BRW) | 0.0 | $96k | 13k | 7.62 |
|
|
Peloton Interactive Note 2/1 (Principal) | 0.0 | $93k | 100k | 0.93 |
|
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $61k | 14k | 4.43 |
|
|
Zevia Pbc Cl A (ZVIA) | 0.0 | $57k | NEW | 14k | 4.19 |
|
Hecla Mining Company (HL) | 0.0 | $57k | 12k | 4.91 |
|
|
Sportsmans Whse Hldgs (SPWH) | 0.0 | $50k | -6% | 19k | 2.67 |
|
Jetblue Airways Corp Note 0.500 4/0 (Principal) | 0.0 | $46k | 50k | 0.92 |
|
|
Clover Health Investments Com Cl A (CLOV) | 0.0 | $45k | 14k | 3.15 |
|
|
Nuvation Bio Com Cl A (NUVB) | 0.0 | $44k | NEW | 17k | 2.66 |
|
Past Filings by Abacus Planning Group
SEC 13F filings are viewable for Abacus Planning Group going back to 2017
- Abacus Planning Group 2024 Q4 filed Feb. 3, 2025
- Abacus Planning Group 2024 Q3 filed Oct. 2, 2024
- Abacus Planning Group 2024 Q2 filed July 31, 2024
- Abacus Planning Group 2024 Q1 filed April 12, 2024
- Abacus Planning Group 2023 Q4 filed Jan. 19, 2024
- Abacus Planning Group 2023 Q3 filed Oct. 11, 2023
- Abacus Planning Group 2023 Q2 filed July 7, 2023
- Abacus Planning Group 2023 Q1 filed April 18, 2023
- Abacus Planning Group 2022 Q4 filed Jan. 19, 2023
- Abacus Planning Group 2022 Q3 filed Oct. 19, 2022
- Abacus Planning Group 2022 Q2 filed July 18, 2022
- Abacus Planning Group 2022 Q1 filed April 13, 2022
- Abacus Planning Group 2021 Q4 filed Jan. 18, 2022
- Abacus Planning Group 2021 Q3 filed Oct. 19, 2021
- Abacus Planning Group 2021 Q2 filed July 20, 2021
- Abacus Planning Group 2021 Q1 filed April 27, 2021