Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
222
+ 84.73%
$55.81 - $63.18 $12.4K - $14K
484 $30.5M
NFLX
Netflix Inc

Communication Services
4
+ 1.16%
$598.55 - $722.26 $2.39K - $2.89K
350 $248M
CBU
Community Bank System, Inc.

Financial Services
16
+ 1.34%
$45.86 - $62.82 $734 - $1.01K
1.21K $70.4M
CVX
Chevron Corp

Energy
144
+ 17.91%
$137.88 - $161.97 $19.9K - $23.3K
948 $140M
C
Citigroup Inc

Financial Services
225
+ 70.53%
$56.11 - $67.61 $12.6K - $15.2K
544 $34.1M
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 7.16%
$200.87 - $224.6 $5.83K - $6.51K
434 $96M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
576
New
$23.13 - $23.43 $13.3K - $13.5K
576 $13.5M
COIN
Coinbase Global, Inc.

Technology
75
New
$147.09 - $265.15 $11K - $19.9K
75 $13.4M
NOW
Service Now, Inc.

Technology
7
+ 11.29%
$730.87 - $937.36 $5.12K - $6.56K
69 $62M
BGS
B&G Foods, Inc.

Consumer Defensive
1.43K
New
$7.68 - $9.34 $11K - $13.4K
1.43K $12.7M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.16%
$72.51 - $98.6 $72.5 - $98.6
619 $60.4M
NEE
Nextera Energy Inc

Utilities
36
+ 6.1%
$69.9 - $84.97 $2.52K - $3.06K
626 $53M
CB
Chubb LTD

Financial Services
31
+ 46.97%
$252.51 - $292.2 $7.83K - $9.06K
97 $28M
RTX
Raytheon Technologies Corp

Industrials
13
+ 2.83%
$99.55 - $123.34 $1.29K - $1.6K
473 $57.3M
AMD
Advanced Micro Devices Inc

Technology
63
+ 16.8%
$128.67 - $183.96 $8.11K - $11.6K
438 $71.9M
PH
Parker Hannifin Corp

Industrials
12
+ 46.15%
$501.01 - $635.92 $6.01K - $7.63K
38 $24.3M
ARCB
Arcbest Corp

Industrials
100
+ 5000.0%
$98.5 - $126.05 $9.85K - $12.6K
102 $11.1M
BLK
Black Rock Inc.

Financial Services
2
+ 3.7%
$782.27 - $949.51 $1.56K - $1.9K
56 $53.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
38
+ 38.78%
$218.05 - $243.47 $8.29K - $9.25K
136 $33.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 17.79%
$240.48 - $267.94 $6.97K - $7.77K
192 $51.3M
ACN
Accenture PLC

Technology
5
+ 2.86%
$295.44 - $355.81 $1.48K - $1.78K
180 $63.8M
FNDA
Schwab Fundamental U S Small C

ETFs
7
+ 0.33%
$54.26 - $60.01 $380 - $420
2.15K $128M
SYY
Sysco Corp

Consumer Defensive
7
+ 0.52%
$69.16 - $78.98 $484 - $553
1.34K $105M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
159
New
$52.27 - $60.45 $8.31K - $9.61K
159 $9.43M
SPGI
S&P Global Inc.

Financial Services
10
+ 16.95%
$446.32 - $527.38 $4.46K - $5.27K
69 $35.8M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
126
New
$64.0 - $72.54 $8.06K - $9.14K
126 $9.11M
MBB
Ishares Tr

ETFs
95
New
$90.85 - $96.66 $8.63K - $9.18K
95 $9.1M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
350
New
$23.58 - $25.5 $8.25K - $8.93K
350 $8.89M
RIO
Rio Tinto PLC

Basic Materials
114
+ 670.59%
$59.71 - $71.21 $6.81K - $8.12K
131 $9.32M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62
+ 2.62%
$33.74 - $37.96 $2.09K - $2.35K
2.43K $91.1M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
39
New
$194.69 - $239.18 $7.59K - $9.33K
39 $8.11M
BSX
Boston Scientific Corp

Healthcare
74
+ 27.01%
$72.96 - $84.0 $5.4K - $6.22K
348 $29.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 50.0%
$1015.62 - $1159.62 $6.09K - $6.96K
18 $20.3M
LEN
Lennar Corp

Consumer Cyclical
33
+ 70.21%
$142.5 - $192.45 $4.7K - $6.35K
80 $14.9M
SHW
Sherwin Williams CO

Basic Materials
6
+ 9.23%
$294.65 - $384.0 $1.77K - $2.3K
71 $27.2M
MDT
Medtronic PLC

Healthcare
51
+ 19.77%
$76.84 - $91.03 $3.92K - $4.64K
309 $27.8M
Investment Managers Ser Tr I
301
New
N/A
301 $7.34M
Ishares Tr
272
New
N/A
272 $7.18M
MRK
Merck & Co., Inc.

Healthcare
156
+ 15.06%
$111.15 - $128.97 $17.3K - $20.1K
1.19K $135M
XLP
Consumer Staples Sector Spdr

ETFs
5
+ 0.5%
$76.04 - $76.04 $380 - $380
1.02K $84.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
48
+ 1200.0%
$128.47 - $280.94 $6.17K - $13.5K
52 $7.99M
PSA
Public Storage

Real Estate
12
+ 38.71%
$283.13 - $365.01 $3.4K - $4.38K
43 $15.7M
FISV
Fiserv Inc

Technology
17
+ 14.17%
N/A
137 $24.7M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
107
New
$57.2 - $62.94 $6.12K - $6.73K
107 $6.67M
CBRE
Cbre Group, Inc.

Real Estate
30
+ 37.04%
$85.97 - $124.48 $2.58K - $3.73K
111 $13.8M
MMM
3 M CO

Industrials
11
+ 7.64%
$99.69 - $139.42 $1.1K - $1.53K
155 $21.2M
FNDC
Schwab Fundamental Intl Small

ETFs
6
+ 0.34%
$33.85 - $38.5 $203 - $231
1.79K $68.4M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.55%
$213.75 - $259.69 $214 - $260
183 $45.4M
ANET
Arista Networks, Inc.

Technology
8
+ 8.6%
$311.42 - $388.21 $2.49K - $3.11K
101 $38.7M
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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