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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Abacus Wealth Partners, LLC

Quarter ended Q2 2023 · Filed May 31, 2023 · Accession 0001978011-23-000003

Total Value
$140.5M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1NUSHARES ETF TRNU522,506$22.5M16.00%
2TIDAL ETF TR8863648761,297,536$21.1M15.00%
3NUSHARES ETF TRNU325,478$11.4M8.13%
4NUSHARES ETF TRNU312,339$10.8M7.65%
5DANIMER SCIENTIFIC INC236272100172,677$6.5M4.64%
6APPLE INCAAPL36,593$4.5M3.18%
7NU SKIN ENTERPRISES INCNUS83,668$4.4M3.15%
8TESLA INCTSLA4,677$3.1M2.22%
9SPDR S&P 500 ETF TRSPY7,024$2.8M1.98%
10ISHARES TR46435G53226,474$2.5M1.79%
11PIMCO ETF TR72201R86643,329$2.4M1.73%
12VANGUARD INDEX FDS92290876910,389$2.1M1.53%
13ISHARES TR46435U44037,956$2.1M1.48%
14MICROSOFT CORPMSFT8,773$2.1M1.47%
15AMAZON COM INCAMZN585$1.8M1.29%
16ORACLE CORPORCL-PD24,879$1.7M1.24%
17BERKSHIRE HATHAWAY INC DELBRK-A6,815$1.7M1.24%
18FASTENAL COFAST22,661$1.1M0.81%
19VANGUARD INDEX FDS9229086116,239$1.0M0.74%
20ABBOTT LABSABLZF8,214$984,3870.70%
21VANGUARD INDEX FDS9229085539,768$897,3280.64%
22FISERV INCFISV7,357$875,7770.62%
23VANGUARD INTL EQUITY INDEX F92204285815,929$829,1130.59%
24UNION PAC CORPUNP3,619$797,6640.57%
25VISA INCV3,569$755,6220.54%
26TYLER TECHNOLOGIES INCTYL1,724$731,8900.52%
27SCHWAB STRATEGIC TR80852486213,742$705,1020.50%
28VANGUARD INDEX FDS9229087362,620$673,4450.48%
29MERCK & CO. INCMRK8,706$671,1460.48%
30BK OF AMERICA CORP06050510416,292$630,3290.45%
31BROOKFIELD RENEWABLE PARTNERG1625810814,468$616,3470.44%
32JOHNSON & JOHNSONJNJ3,692$606,7730.43%
33NVIDIA CORPORATIONNVDA1,126$601,3350.43%
34MANHATTAN ASSOCIATES INCMANH5,060$593,9430.42%
35ZENDESK INC98936J1014,419$586,0480.42%
36LOWES COS INC5486611072,999$570,2570.41%
37JPMORGAN CHASE & COVYLD3,290$500,8250.36%
38PEPSICO INCPEP3,491$493,7650.35%
39EATON CORP PLCETN3,569$493,5210.35%
40ISHARES INC46434G86311,097$480,6110.34%
41INVESCO EXCHANGE TRADED FD TIVZ6,349$479,5400.34%
42PROCTER AND GAMBLE CO7427181093,523$477,1760.34%
43INTERNATIONAL BUSINESS MACHSINTR3,550$473,1200.34%
44ISHARES TR4642876552,134$471,4860.34%
45CATERPILLAR INCCAT2,016$467,4690.33%
46AT&T INCT-PC15,082$456,5170.32%
47DISNEY WALT CO2546871062,343$432,2910.31%
48BERKSHIRE HATHAWAY INC DELBRK-A1$385,7020.27%
49ISHARES TR4642876221,721$385,2110.27%
50CISCO SYS INCCSCO7,410$383,1520.27%
51ALPHABET INCGOOG182$376,4910.27%
52VANGUARD INDEX FDS9229086371,953$361,8910.26%
53ABBVIE INCABBV3,327$360,0120.26%
54AMERICAN ELEC PWR CO INC0255371014,220$357,4000.25%
55KANSAS CITY SOUTHERN4851703021,350$356,2920.25%
56MATADOR RES COMTDR15,000$351,7500.25%
57PIMCO ETF TR72201R6433,470$349,2730.25%
58OREILLY AUTOMOTIVE INC67103H107688$348,9880.25%
59TIDAL ETF TR8863641086,993$348,6710.25%
60LOCKHEED MARTIN CORPLMT879$324,7910.23%
61FACEBOOK INCMETA1,100$323,9830.23%
62BOEING COBA-PA1,238$315,4590.22%
63CHEVRON CORP NEWCVX2,998$314,1550.22%
64ISHARES TR4642874994,128$305,1830.22%
65UNITED PARCEL SERVICE INCUPS1,756$298,5490.21%
66POTBELLY CORP73754Y10050,042$295,7480.21%
67HOME DEPOT INCHD967$295,3130.21%
68VANGUARD INDEX FDS922908363808$294,3540.21%
69PFIZER INCPFE8,114$293,9650.21%
70WALMART INCWMT2,151$292,2310.21%
71VANGUARD INDEX FDS9229086291,313$290,6190.21%
72RAYTHEON TECHNOLOGIES CORPRTX3,744$289,3070.21%
73ROSS STORES INCROST2,396$287,3040.20%
74NIKE INCNKE2,093$278,1500.20%
75INTEL CORPINTC4,308$275,7380.20%
76ALPHABET INCGOOG133$274,3150.20%
77DEERE & CODE717$268,2580.19%
78EVERSOURCE ENERGYES3,074$266,1510.19%
79BECTON DICKINSON & COBDX1,081$262,8450.19%
80DTE ENERGY CODTK1,970$262,3210.19%
81CONOCOPHILLIPSCOP4,857$257,2690.18%
82COSTCO WHSL CORP NEW22160K105724$255,1710.18%
83MEDTRONIC PLCMDT2,154$254,4530.18%
84CSX CORPCSX2,600$250,6730.18%
85PAYPAL HLDGS INCPYPL1,021$247,9400.18%
86VANGUARD INTL EQUITY INDEX F9220428663,023$246,8220.18%
87VANGUARD TAX-MANAGED INTL FD9219438584,922$241,7190.17%
88RPM INTL INC7496851032,620$240,6090.17%
89ARK ETF TR00214Q1042,000$239,9000.17%
90ISHARES TR4642884973,591$236,1080.17%
91AMGEN INCAMGN947$235,6360.17%
92ISHARES TR46432F8423,244$233,7300.17%
93KIMBERLY-CLARK CORPKMB1,655$230,1280.16%
94VANGUARD INTL EQUITY INDEX F9220428743,650$229,9320.16%
95ISHARES TR4642871502,507$229,6410.16%
96NEXTERA ENERGY INCNEE-PW3,027$228,8960.16%
97EXXON MOBIL CORPXOM4,037$225,3660.16%
98AUTOMATIC DATA PROCESSING INADP1,179$222,2060.16%
99WISDOMTREE TRWT7,042$219,3700.16%
100TJX COS INC NEW8725401093,293$217,8520.16%
101STARBUCKS CORPSBUX1,988$217,1770.15%
102BRISTOL-MYERS SQUIBB COCELG-RI3,399$214,6000.15%
103UNITEDHEALTH GROUP INCUNH573$213,3360.15%
104NETFLIX INCNFLX406$211,7940.15%
105ISHARES GOLD TRIAU13,001$211,3960.15%
106ZOETIS INCZTS1,337$210,4790.15%
1073M COMMM1,081$208,2410.15%
108XILINX INC9839191011,656$205,1780.15%
109SPDR DOW JONES INDL AVERAGE78467X109612$201,9500.14%
110INVESCO QQQ TRIVZ632$201,6900.14%
111IMEDIA BRANDS INC45246520613,254$102,7190.07%