Abound Wealth Management Purchases in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
243
+ 93.1%
$285.55 - $321.23 $69.4K - $78.1K
504 $147M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.4K
New
$39.23 - $45.02 $54.9K - $63K
1.4K $63M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.07K
New
$46.22 - $57.51 $49.6K - $61.7K
1.07K $61.6M
SHOP
Shopify Inc.

Technology
170
+ 8.42%
$76.89 - $115.35 $13.1K - $19.6K
2.19K $253M
Rbb Fd Inc
1.86K
New
N/A
1.86K $56.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.06K
New
$51.68 - $52.76 $54.6K - $55.7K
1.06K $55.7M
PWOD
Penns Woods Bancorp Inc

Financial Services
1.76K
New
$25.36 - $30.55 $44.7K - $53.8K
1.76K $53.5M
TFC
Truist Financial Corp

Financial Services
1.2K
+ 134.72%
$34.79 - $42.99 $41.7K - $51.5K
2.09K $89.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
320
+ 160.8%
$113.67 - $150.4 $36.4K - $48.1K
519 $78M
AMAT
Applied Materials Inc

Technology
252
+ 198.43%
$126.95 - $183.52 $32K - $46.2K
379 $69.5M
BSX
Boston Scientific Corp

Healthcare
447
+ 192.67%
$89.7 - $107.41 $40.1K - $48K
679 $72.9M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.1K
New
$38.3 - $44.42 $42.1K - $48.9K
1.1K $48.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.58K
+ 408.29%
$22.27 - $29.21 $35.1K - $46K
1.96K $57.3M
PARA
Paramount Global

Communication Services
3.69K
New
$10.65 - $12.9 $39.3K - $47.6K
3.69K $47.6M
Fidelity Covington Trust
1.09K
New
N/A
1.09K $40.5M
FDN
First Tr Fd Dow Jones

ETFs
150
New
$200.29 - $269.33 $30K - $40.4K
150 $40.4M
ASH
Ashland Global Holdings Inc

Basic Materials
791
New
$46.53 - $57.87 $36.8K - $45.8K
791 $39.8M
First Tr Exchng Traded Fd Vi
1K
New
N/A
1K $37.2M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
809
New
$43.63 - $45.4 $35.3K - $36.7K
809 $36.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
470
+ 7.12%
$72.02 - $73.82 $33.8K - $34.7K
7.07K $521M
First Tr Exchng Traded Fd Vi
920
New
N/A
920 $35.6M
Oaktree Specialty Lending CO
2.58K
New
N/A
2.58K $35.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.65K
+ 569.66%
$18.94 - $21.67 $31.3K - $35.8K
1.94K $41.1M
MET
Metlife Inc

Financial Services
424
+ 652.31%
$68.42 - $82.49 $29K - $35K
489 $39.4M
IBM
International Business Machines Corp

Technology
6
+ 0.87%
$221.03 - $294.78 $1.33K - $1.77K
694 $205M
FDLO
Fidelity Covington Tr Low Vola

ETFs
529
New
$54.44 - $62.8 $28.8K - $33.2K
529 $33.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.97K
New
$10.78 - $11.28 $32K - $33.5K
2.97K $33.1M
FTCS
First Trust Capital Strength E

ETFs
350
New
$81.6 - $92.39 $28.6K - $32.3K
350 $31.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
318
+ 512.9%
$83.54 - $100.04 $26.6K - $31.8K
380 $37.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
457
+ 209.63%
$61.03 - $67.59 $27.9K - $30.9K
675 $43.2M
MA
Mastercard Inc

Financial Services
41
+ 13.27%
$479.92 - $590.74 $19.7K - $24.2K
350 $197M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.12%
$272.36 - $339.57 $272 - $340
820 $278M
SMG
Scotts Miracle Gro CO

Basic Materials
24
+ 1.05%
$48.21 - $66.48 $1.16K - $1.6K
2.32K $153M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
60
+ 120.0%
$299.15 - $396.54 $17.9K - $23.8K
110 $43.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
408
+ 39.53%
$99.37 - $134.05 $40.5K - $54.7K
1.44K $163M
VOT
Vanguard Mid Cap Growth Index

ETFs
74
+ 54.41%
$216.28 - $284.39 $16K - $21K
210 $59.7M
MIDD
Middleby Corp

Industrials
189
+ 157.5%
$124.01 - $154.76 $23.4K - $29.2K
309 $44.5M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
500
New
$43.86 - $51.74 $21.9K - $25.9K
500 $25.9M
PM
Philip Morris International Inc.

Consumer Defensive
136
+ 566.67%
$149.23 - $184.95 $20.3K - $25.2K
160 $29.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
864
+ 993.1%
$23.55 - $27.67 $20.3K - $23.9K
951 $26.3M
First Tr Exchng Traded Fd Vi
1K
New
N/A
1K $24M
Lam Research Corp
29
+ 3.44%
N/A
871 $84.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 7.14%
$4164.15 - $5789.24 $4.16K - $5.79K
15 $86.8M
FIW
First Trust Water ETF

ETFs
200
New
$90.26 - $108.05 $18.1K - $21.6K
200 $21.6M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.33%
$113.75 - $148.48 $569 - $742
1.54K $224M
XOM
Exxon Mobil Corp

Energy
458
+ 18.25%
$99.93 - $119.04 $45.8K - $54.5K
2.97K $320M
KEY
Keycorp

Financial Services
1.19K
+ 555.61%
$13.23 - $17.42 $15.7K - $20.7K
1.4K $24.4M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
454
New
$38.96 - $44.84 $17.7K - $20.4K
454 $20.4M
FVD
First Tr Value Line Divid Inde

ETFs
450
New
$40.62 - $45.12 $18.3K - $20.3K
450 $20.1M
Activity Summary
Buys All Purchases 321 New Holdings 86 Increased Positions 235 Sells All Sells 257 Reductions 256 Sold out 1 Options Calls 0 Puts 0
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