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Jorge Paganin

@Abacus Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$669.702MTotal holdings93
Assets growth rate0.4%Assets growth rate (2-Q avg)5.48%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Abacus Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Abacus Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 669.702M in assets, with a quarterly growth rate of 0.4% and a 2-quarter average growth rate of 5.48%. The portfolio is managed by Jorge Paganin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
New Position
0.05%
$328,685
3,392 shares@ $96.91 avg price
KOCoca Cola Co
Recent Activity
New Position
0.04%
$251,530
4,040 shares@ $62.26 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.04%
$242,505
1,046 shares@ $231.85 avg price
IWDIshares Tr
Recent Activity
New Position
0.04%
$236,781
1,279 shares@ $185.13 avg price
IVWIshares Tr
Recent Activity
New Position
0.04%
$207,527
2,044 shares@ $101.53 avg price
RDYDr Reddys Labs Ltd
Recent Activity
New Position
0.03%
$159,795
10,120 shares@ $15.8 avg price
TGBTaseko Mines Ltd
Recent Activity
New Position
0.01%
$29,079
14,989 shares@ $1.95 avg price