Abacus Planning Group, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third and fourth quarters of 2023 have seen some interesting changes in the holdings of Abacus Planning Group, Inc. According to the 13F filings, several key investments have experienced fluctuations. In this article, we will explore these changes and analyze their potential implications for investors.

1. DSTL - ETF SER SOLUTIONS:

- Q3 2023 (SHARES): 1,114,144

- Q4 2023 (SHARES): 1,214,499

- Chg %: 20.6

During the period, Abacus Planning Group, Inc. increased its holdings of DSTL, an ETF offered by SER SOLUTIONS. With a change percentage of 20.6, this investment shows promise for the firm.

2. VTI - VANGUARD INDEX FDS:

- Q3 2023 (SHARES): 191,147

- Q4 2023 (SHARES): 202,137

- Chg %: 18.1

Abacus Planning Group, Inc. also increased its position in VTI, a fund offered by VANGUARD INDEX FDS. The change percentage of 18.1 indicates a positive sentiment towards this investment.

3. VBR - VANGUARD INDEX FDS:

- Q3 2023 (SHARES): 192,397

- Q4 2023 (SHARES): 195,028

- Chg %: 14.4

Another notable increase in holdings is observed in VBR, offered by VANGUARD INDEX FDS. With a change percentage of 14.4, this investment shows consistent growth for Abacus Planning Group, Inc.

4. VXUS - VANGUARD STAR FDS:

- Q3 2023 (SHARES): 434,075

- Q4 2023 (SHARES): 440,759

- Chg %: 10

Abacus Planning Group, Inc. slightly increased its holdings in VXUS, a fund by VANGUARD STAR FDS. While this may not be a significant change, it demonstrates the firm's ongoing interest in the global market.

5. AAPL - APPLE INC:

- Q3 2023 (SHARES): 115,862

- Q4 2023 (SHARES): 110,657

- Chg %: 7.4

The firm reduced its investment in AAPL, an iconic tech company. However, with a change percentage of 7.4, it appears that Abacus Planning Group, Inc. still believes in the long-term potential of this industry giant.

6. UNP - UNION PAC CORP:

- Q3 2023 (SHARES): 94,091

- Q4 2023 (SHARES): 84,794

- Chg %: 8.7

The holdings of UNP, a prominent railroad company, witnessed a slight decline. However, with a change percentage of 8.7, this reduction may be strategic and based on market conditions rather than a lack of confidence in the company.

7. AMZN - AMAZON COM INC:

- Q3 2023 (SHARES): 130,065

- Q4 2023 (SHARES): 129,327

- Chg %: 18.8

The holdings in AMZN, the e-commerce giant, remained relatively stable during the period. Although there was a minor decrease in shares, the change percentage of 18.8 indicates a sustained interest in this industry leader.

These are just a few examples of the changes Abacus Planning Group, Inc. has made to its holdings in the last quarter of 2023. It is important to note that the information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.

As an investment management firm, Abacus Planning Group, Inc. continually evaluates its portfolio to optimize returns and manage risk. By monitoring the performance of various holdings and adjusting positions accordingly, the firm demonstrates a proactive approach to investment management.

In conclusion, the 13F filings for Abacus Planning Group, Inc. indicate a mix of increases and decreases in holdings during Q3 and Q4 of 2023. These adjustments suggest a strategic response to market conditions, potentially aimed at maximizing returns and diversifying the firm's portfolio. Investors interested in the strategy and performance of Abacus Planning Group, Inc. can further explore these holdings and consult with professionals for personalized advice.