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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
RHIRobert Half Inc.
Recent Activity
Exited
0%
$449,085
6,662 shares@ $67.41 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$387,118
2,276 shares@ $170.09 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$304,377
4,486 shares@ $67.86 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$236,124
283 shares@ $834.37 avg price
DFAXDimensional Etf Trust
Recent Activity
Exited
0%
$220,294
8,156 shares@ $27.02 avg price
BACBank America Corp
Recent Activity
Exited
0%
$217,155
5,473 shares@ $39.68 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$213,672
405 shares@ $527.59 avg price