Portfolio Holdings & Fund Performance - Abacus Wealth Partners LLC

List of top 200 securities held by Abacus Wealth Partners LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q1
Total Holdings: 88
Assets Under Management (AUM) :
$594,353,971 ($594.35M)
Reporting Manager: Sonia Goforth
Address:

429 SANTA MONICA BLVD.
SUITE 500
SANTA MONICA, CA 90401

Since : total money flow = , gains and losses =

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