Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 1.24%
$194.9 - $224.8 $7.8K - $8.99K
3.28K $691M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.36%
$333.64 - $405.2 $667 - $810
559 $227M
USB
Us Bancorp \De\

Financial Services
686
+ 234.13%
$39.04 - $47.23 $26.8K - $32.4K
979 $44.8M
T
At&T Inc.

Communication Services
1.27K
+ 116.15%
$18.21 - $22.28 $23.1K - $28.2K
2.36K $51.8M
ORCL
Oracle Corp

Technology
34
+ 4.03%
$125.9 - $170.35 $4.28K - $5.79K
877 $149M
CAT
Caterpillar Inc

Industrials
55
+ 35.03%
$316.8 - $391.12 $17.4K - $21.5K
212 $82.8M
VTV
Vanguard Value ETF

ETFs
42
+ 2.67%
$159.75 - $174.57 $6.71K - $7.33K
1.61K $282M
VHT
Vanguard Health Care ETF

ETFs
96
+ 62.75%
$261.88 - $288.1 $25.1K - $27.7K
249 $70.4M
SHOP
Shopify Inc.

Technology
48
+ 2.64%
$52.26 - $80.75 $2.51K - $3.88K
1.86K $149M
Ge Vernova Inc
51
+ 26.02%
N/A
247 $63M
XLV
Select Sector Spdr Fund Health

ETFs
175
+ 194.44%
$143.3 - $157.24 $25.1K - $27.5K
265 $40.8M
Siriusxm Holdings Inc
1.17K
New
N/A
1.17K $27.6M
SQ
Block, Inc.

Technology
403
+ 1612.0%
$57.21 - $72.07 $23.1K - $29K
428 $28.7M
BNDX
Vanguard Total International B

ETFs
527
New
$48.42 - $50.35 $25.5K - $26.5K
527 $26.5M
CSCO
Cisco Systems, Inc.

Technology
135
+ 3.99%
$44.74 - $53.22 $6.04K - $7.18K
3.52K $187M
GS
Goldman Sachs Group Inc

Financial Services
47
+ 70.15%
$459.02 - $510.25 $21.6K - $24K
114 $56.7M
TTD
Trade Desk, Inc.

Technology
27
+ 1.44%
$83.08 - $110.79 $2.24K - $2.99K
1.9K $208M
LMT
Lockheed Martin Corp

Industrials
29
+ 43.28%
$460.3 - $584.56 $13.3K - $17K
96 $56.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
108
+ 2.29%
$57.32 - $62.65 $6.19K - $6.77K
4.83K $301M
XOM
Exxon Mobil Corp

Energy
191
+ 17.8%
$109.72 - $119.0 $21K - $22.7K
1.26K $148M
FNDX
Schwab Fundamental U S Large C

ETFs
21
+ 0.46%
$65.36 - $71.76 $1.37K - $1.51K
4.63K $332M
XLRE
Select Sector Spdr Tr Real Est

ETFs
51
+ 1.57%
$38.04 - $45.36 $1.94K - $2.31K
3.3K $147M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
878
New
$24.34 - $25.83 $21.4K - $22.7K
878 $22.6M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
749
New
$28.11 - $29.42 $21.1K - $22K
749 $22M
MA
Mastercard Inc

Financial Services
11
+ 3.54%
$429.6 - $500.99 $4.73K - $5.51K
322 $159M
KKR
Kkr & Co. Inc.

Financial Services
164
New
$104.51 - $133.23 $17.1K - $21.8K
164 $21.4M
AXP
American Express CO

Financial Services
53
+ 30.99%
$225.92 - $271.17 $12K - $14.4K
224 $60.8M
GPN
Global Payments Inc

Industrials
204
+ 582.86%
$92.66 - $112.97 $18.9K - $23K
239 $24.5M
VBR
Vanguard Small Cap Value ETF

ETFs
76
+ 26.95%
$179.99 - $201.6 $13.7K - $15.3K
358 $71.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
96
+ 41.74%
$149.02 - $167.67 $14.3K - $16.1K
326 $54.7M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.72%
$160.76 - $177.82 $2.25K - $2.49K
1.96K $340M
CRWD
Crowd Strike Holdings, Inc.

Technology
112
+ 87.5%
$217.89 - $392.15 $24.4K - $43.9K
240 $67.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
73
+ 11.66%
$57.22 - $80.08 $4.18K - $5.85K
699 $54.6M
GILD
Gilead Sciences, Inc.

Healthcare
183
+ 100.55%
$66.59 - $83.99 $12.2K - $15.4K
365 $30.6M
QCOM
Qualcomm Inc

Technology
158
+ 51.63%
$156.12 - $209.64 $24.7K - $33.1K
464 $78.8M
BX
Blackstone Inc.

Financial Services
87
+ 59.18%
$120.77 - $159.66 $10.5K - $13.9K
234 $35.8M
Te Connectivity PLC
113
New
N/A
113 $17.1M
AEP
American Electric Power CO Inc

Utilities
157
+ 266.1%
$87.11 - $104.95 $13.7K - $16.5K
216 $22.2M
NEM
Newmont Corp

Basic Materials
286
+ 201.41%
$41.65 - $55.85 $11.9K - $16K
428 $22.9M
DE
Deere & CO

Industrials
36
+ 83.72%
$344.84 - $418.0 $12.4K - $15K
79 $33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
686
+ 244.13%
$19.78 - $23.53 $13.6K - $16.1K
967 $22.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
687
New
$22.55 - $23.1 $15.5K - $15.9K
687 $15.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
640
New
$23.63 - $24.42 $15.1K - $15.6K
640 $15.6M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
729
New
$20.12 - $21.28 $14.7K - $15.5K
729 $15.5M
ABT
Abbott Laboratories

Healthcare
28
+ 2.35%
$100.07 - $118.13 $2.8K - $3.31K
1.22K $139M
IBDV
Ishares Tr

Technology
685
New
$21.11 - $22.24 $14.5K - $15.2K
685 $15.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
645
New
$22.51 - $23.57 $14.5K - $15.2K
645 $15.2M
CMI
Cummins Inc

Industrials
43
+ 172.0%
$266.63 - $326.4 $11.5K - $14K
68 $22M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
590
New
$24.62 - $25.59 $14.5K - $15.1K
590 $15.1M
Activity Summary
Buys All Purchases 530 New Holdings 202 Increased Positions 328 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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