Abound Wealth Management Purchases in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
784
+ 693.81%
$25.81 - $34.89 $20.2K - $27.4K
897 $23.8M
ETN
Eaton Corp PLC

Industrials
19
+ 13.01%
$246.52 - $356.99 $4.68K - $6.78K
165 $58.9M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.41%
$60.98 - $80.12 $549 - $721
2.19K $176M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66
+ 1.42%
$34.72 - $42.74 $2.29K - $2.82K
4.72K $202M
SPOT
Spotify Technology S.A.

Communication Services
23
+ 2300.0%
$503.3 - $775.9 $11.6K - $17.8K
24 $18.4M
Arm Holdings PLC
65
+ 50.39%
N/A
194 $31.4M
T
At&T Inc.

Communication Services
555
+ 26.68%
$26.33 - $28.94 $14.6K - $16.1K
2.64K $76.3M
NOW
Service Now, Inc.

Technology
3
+ 4.92%
$721.65 - $1040.18 $2.16K - $3.12K
64 $66.1M
MS
Morgan Stanley

Financial Services
93
+ 58.49%
$99.83 - $140.86 $9.28K - $13.1K
252 $35.5M
INTU
Intuit Inc

Technology
3
+ 3.61%
$544.07 - $787.63 $1.63K - $2.36K
86 $67.4M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
632
New
$25.57 - $26.34 $16.2K - $16.6K
632 $16.5M
American Battery Technology
10K
New
N/A
10K $16.2M
Wedbush Ser Tr
565
New
N/A
565 $15.3M
Hennessy Fds Tr
490
New
N/A
490 $15.1M
MRK
Merck & Co., Inc.

Healthcare
510
+ 21.16%
$73.47 - $87.12 $37.5K - $44.4K
2.92K $231M
SOFI
So Fi Technologies, Inc.

Financial Services
735
+ 588.0%
$9.5 - $18.21 $6.98K - $13.4K
860 $15.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7
+ 0.35%
$52.84 - $65.52 $370 - $459
2.03K $133M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 3.54%
$141.37 - $228.57 $990 - $1.6K
205 $46.4M
VSAT
Viasat Inc

Technology
761
+ 141.71%
$7.7 - $14.6 $5.86K - $11.1K
1.3K $19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66
+ 2.63%
$32.66 - $40.75 $2.16K - $2.69K
2.58K $104M
SCHR
Schwab Intermediate Term Us Tr

ETFs
506
New
$24.54 - $25.07 $12.4K - $12.7K
506 $12.7M
YMAR
First Tr Ex Tr Viii Cboe Vest
495
New
$22.43 - $25.58 $11.1K - $12.7K
495 $12.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
272
New
$45.2 - $46.6 $12.3K - $12.7K
272 $12.6M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.09K
New
$10.59 - $11.48 $11.5K - $12.5K
1.09K $12.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.29%
$86.93 - $109.64 $261 - $329
1.03K $113M
CARR
Carrier Global Corp

Industrials
4
+ 0.33%
$55.55 - $75.83 $222 - $303
1.22K $89M
MCHP
Microchip Technology Inc

Technology
12
+ 2.39%
$35.34 - $71.6 $424 - $859
514 $36.2M
YJUN
First Tr Exchange Traded Fd Vi
475
New
$21.32 - $24.75 $10.1K - $11.8K
475 $11.6M
IAU
Ishares Gold Trust

ETFs
142
+ 20.11%
$56.1 - $64.74 $7.97K - $9.19K
848 $52.9M
PSN
Parsons Corp

Industrials
155
New
$58.88 - $71.77 $9.13K - $11.1K
155 $11.1M
RBLX
Roblox Corp

Communication Services
97
+ 538.89%
$51.22 - $105.59 $4.97K - $10.2K
115 $12.1M
ETSY
Etsy Inc

Consumer Cyclical
200
+ 3333.33%
$40.8 - $63.88 $8.16K - $12.8K
206 $10.3M
COF
Capital One Financial Corp

Financial Services
35
+ 48.61%
$150.57 - $212.76 $5.27K - $7.45K
107 $22.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
43
+ 21.18%
$166.82 - $194.23 $7.17K - $8.35K
246 $47.8M
ZTS
Zoetis Inc.

Healthcare
64
+ 128.0%
$144.41 - $170.3 $9.24K - $10.9K
114 $17.8M
PANW
Palo Alto Networks Inc

Technology
13
+ 6.7%
$152.44 - $204.64 $1.98K - $2.66K
207 $42.4M
COIN
Coinbase Global, Inc.

Technology
24
New
$151.47 - $375.07 $3.64K - $9K
24 $8.41M
Fidelity Covington Trust
259
+ 398.46%
N/A
324 $10.3M
IDXX
Idexx Laboratories Inc

Healthcare
13
+ 162.5%
$361.04 - $536.34 $4.69K - $6.97K
21 $11.3M
CCL
Carnival Corp

Consumer Cyclical
127
+ 27.08%
$16.43 - $28.12 $2.09K - $3.57K
596 $16.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
106
New
$59.24 - $71.39 $6.28K - $7.57K
106 $7.55M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
230
New
$25.96 - $30.99 $5.97K - $7.13K
230 $7.13M
CEG
Constellation Energy Corp

Utilities
4
+ 8.33%
$170.96 - $322.76 $684 - $1.29K
52 $16.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
153
New
$37.77 - $46.15 $5.78K - $7.06K
153 $7.06M
DE
Deere & CO

Industrials
11
+ 42.31%
$412.99 - $531.48 $4.54K - $5.85K
37 $18.8M
HYD
Vaneck High Yield Muni ETF

ETFs
126
New
$49.08 - $51.35 $6.18K - $6.47K
126 $6.33M
SCHW
Schwab Charles Corp

Financial Services
32
+ 13.73%
$69.06 - $91.24 $2.21K - $2.92K
265 $24.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
62
New
$85.42 - $94.39 $5.3K - $5.85K
62 $5.82M
AWK
American Water Works Company, Inc.

Utilities
42
+ 1050.0%
$133.82 - $151.96 $5.62K - $6.38K
46 $6.4M
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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