0000950123-24-001972.txt : 20240214
0000950123-24-001972.hdr.sgml : 20240214
20240213180758
ACCESSION NUMBER: 0000950123-24-001972
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Spears Abacus Advisors LLC
CENTRAL INDEX KEY: 0001426319
ORGANIZATION NAME:
IRS NUMBER: 205909012
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12956
FILM NUMBER: 24630660
BUSINESS ADDRESS:
STREET 1: 147 EAST 48TH STREET
CITY: NEW YORK
STATE: NY
ZIP: 10017
BUSINESS PHONE: 212-230-9800
MAIL ADDRESS:
STREET 1: 147 EAST 48TH STREET
CITY: NEW YORK
STATE: NY
ZIP: 10017
13F-HR
1
primary_doc.xml
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Spears Abacus Advisors LLC
147 East 48th Street
New York
NY
10017
13F HOLDINGS REPORT
028-12956
000142633
801-67401
N
Robert Raich
President
212-230-9800
/s/ Robert Raich
New York
NY
02-13-2024
0
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1255948520
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30515.xml
INFORMATION TABLE FOR FORM 13F
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COM
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COM
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ILLINOIS TOOL WKS INC
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INTUITIVE SURGICAL INC
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COM
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COM
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COM
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COM
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COM
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COM
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ADR
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COM
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PARKER-HANNIFIN CORP
COM
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PEPSICO INC
COM
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COM
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COM
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PHILLIPS 66
COM
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PROCTER AND GAMBLE CO
COM
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PROLOGIS INC.
COM
74340W103
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COMMON STOCK
50535E108
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PURE STORAGE INC
CL A
74624M102
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QUALYS INC
COM
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COM
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COM
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RESTAURANT BRANDS INTL INC
COM
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COM
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SH
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ROYAL GOLD INC
COM
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SH
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S&P GLOBAL INC
COM
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COM STK
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0
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COM
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COM
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SNAP ON INC
COM
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SOLAREDGE TECHNOLOGIES INC
COM
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COM
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TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
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SOLE
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TESLA INC
COM
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COCA COLA CO
COM
191216100
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THERMO FISHER SCIENTIFIC INC
COM
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THOUGHTWORKS HOLDING INC
COM
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TJX COS INC NEW
COM
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COM
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COM
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VERALTO CORP
COM SHS
92338C103
3640332
44254
SH
SOLE
43843
0
411
VERIZON COMMUNICATIONS INC
COM
92343V104
386264
10246
SH
SOLE
10246
0
0
VISA INC
COM CL A
92826C839
841972
3234
SH
SOLE
3234
0
0
WELLS FARGO CO NEW
COM
949746101
213123
4330
SH
SOLE
4330
0
0
WESTERN ALLIANCE BANCORP
COM
957638109
267173
4061
SH
SOLE
4061
0
0
WHEATON PRECIOUS METALS CORP
COM
962879102
5645137
114413
SH
SOLE
114413
0
0
WILLIAMS COS INC
COM
969457100
839403
24100
SH
SOLE
24100
0
0
YUM BRANDS INC
COM
988498101
399820
3060
SH
SOLE
3060
0
0
ZOETIS INC
CL A
98978V103
294476
1492
SH
SOLE
1492
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
1404540
27890
SH
SOLE
27890
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1450090
9189
SH
SOLE
9189
0
0
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
477959
21686
SH
SOLE
21686
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1168361
2853
SH
SOLE
2853
0
0
ISHARES TR
ISHARES BIOTECH
464287556
1356870
9988
SH
SOLE
9988
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
410159
3789
SH
SOLE
3789
0
0
ISHARES TR
CORE S&P US VLU
464287663
380666
4514
SH
SOLE
4514
0
0
ISHARES TR
CORE S&P500 ETF
464287200
883615
1850
SH
SOLE
1850
0
0
ISHARES TR
EXPANDED TECH
464287515
324512
800
SH
SOLE
800
0
0
ISHARES TR
RUS 1000 ETF
464287622
6820071
26005
SH
SOLE
26005
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1769603
5837
SH
SOLE
5837
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1504924
7498
SH
SOLE
7498
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
244653
970
SH
SOLE
970
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
530607
3416
SH
SOLE
3416
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
246643
4570
SH
SOLE
4570
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1509120
18000
SH
SOLE
18000
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
406822
2983
SH
SOLE
2983
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1813821
9488
SH
SOLE
9488
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
215351
6332
SH
SOLE
6332
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6272191
13196
SH
SOLE
13196
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
354151
698
SH
SOLE
698
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4192728
9599
SH
SOLE
9599
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
273837
1434
SH
SOLE
1434
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
389194
2284
SH
SOLE
2284
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
596544
10626
SH
SOLE
10626
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
775022
16180
SH
SOLE
16180
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
312771
7610
SH
SOLE
7610
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
345282
2100
SH
SOLE
2100
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
655820
1355
SH
SOLE
1355
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3560437
15009
SH
SOLE
15009
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
209306
1875
SH
SOLE
1875
0
0