Abacus Planning Group, Inc. Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$570.9M

Holdings

236

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (236 positions)

#StockSharesValue% PortfolioType
201
VOVANGUARD INDEX FDS
824$213K0.04%
202
URIUNITED RENTALS INC
340$212K0.04%
203
VYMIVANGUARD WHITEHALL FDS
2,882$212K0.04%
204
SSBUSDSOUTHSTATE CORPORATION
2,286$212K0.04%
205
TRVTRAVELERS COMPANIES INC
800$211K0.04%
206
FHIFEDERATED HERMES INC
5,108$208K0.04%
207
FNVFRANCO NEV CORP
1,326$208K0.04%
208
COPCONOCOPHILLIPS
1,976$207K0.04%
209
DSMCETF SER SOLUTIONS
6,564$207K0.04%
210
BKNGBOOKING HOLDINGS INC
45$207K0.04%
211
CBRECBRE GROUP INC
1,587$207K0.04%
212
AVDVAMERICAN CENTY ETF TR
2,969$207K0.04%
213
WRBBERKLEY W R CORP
2,914$207K0.04%
214
FFORD MTR CO
20,594$206K0.04%
215
FLRFLUOR CORP NEW
5,749$205K0.04%
216
MCKMCKESSON CORP
305$205K0.04%
217
DYHTARGET CORP
1,930$201K0.04%
218
HDVISHARES TR
1,661$201K0.04%
219
TMOTHERMO FISHER SCIENTIFIC INC
405$201K0.04%
220
BBVABANCO BILBAO VIZCAYA ARGENTA
13,380$182K0.03%
221
RIVNRIVIAN AUTOMOTIVE INC
11,361$141K0.02%
222
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
13,000$139K0.02%
223
PACBPACIFIC BIOSCIENCES CALIF IN
100,000$118K0.02%
224
ASRVAMERISERV FINL INC
42,513$103K0.02%
225
F 0 03/15/26FORD MTR CO
100,000$98K0.02%
226
BRWSABA CAPITAL INCOME & OPRNT
12,547$97K0.02%
227
PTON 0 02/15/26PELOTON INTERACTIVE INC
100,000$94K0.02%
228
DHCDIVERSIFIED HEALTHCARE TR
38,461$92K0.02%
229
HLF 4.25 06/15/28HERBALIFE LTD
100,000$86K0.02%
230
SGMTSAGIMET BIOSCIENCES INC
26,149$85K0.01%
231
NOKNOKIA CORP
13,700$72K0.01%
232
HLHECLA MNG CO
11,655$64K0.01%
233
CLOVCLOVER HEALTH INVESTMENTS CO
14,181$50K0.01%
234
AMCAMC ENTMT HLDGS INC
16,393$47K0.01%
235
JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP
50,000$46K0.01%
236
SABRSABRE CORP
13,623$38K0.01%
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