Abound Wealth Management Purchases in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
62
+ 54.39%
$89.76 - $112.34 $5.57K - $6.97K
176 $18.5M
KKR
Kkr & Co. Inc.

Financial Services
24
+ 16.78%
$92.79 - $134.29 $2.23K - $3.22K
167 $22.2M
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
New
$162.65 - $188.71 $4.88K - $5.66K
30 $5.66M
NTAP
Net App, Inc.

Technology
41
+ 60.29%
$76.1 - $106.55 $3.12K - $4.37K
109 $11.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
167
New
$32.62 - $33.58 $5.45K - $5.61K
167 $5.61M
USB
Us Bancorp \De\

Financial Services
93
+ 19.87%
$36.4 - $45.76 $3.39K - $4.26K
561 $25.4M
KO
Coca Cola CO

Consumer Defensive
90
+ 8.7%
$68.37 - $73.9 $6.15K - $6.65K
1.13K $79.6M
CSX
Csx Corp

Industrials
147
+ 65.04%
$26.69 - $32.91 $3.92K - $4.84K
373 $12.2M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.77%
$118.55 - $170.08 $237 - $340
261 $43.3M
RF
Regions Financial Corp

Financial Services
232
New
$18.34 - $23.52 $4.25K - $5.46K
232 $5.46M
DLTR
Dollar Tree, Inc.

Consumer Defensive
29
+ 29.0%
$67.22 - $100.51 $1.95K - $2.91K
129 $12.8M
HON
Honeywell International Inc

Industrials
6
+ 3.39%
$182.86 - $232.88 $1.1K - $1.4K
183 $42.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
35
+ 43.75%
$82.51 - $109.2 $2.89K - $3.82K
115 $12.6M
INTC
Intel Corp

Technology
232
+ 34.02%
$18.13 - $22.69 $4.21K - $5.26K
914 $20.5M
Tidal Trust I
41
New
N/A
41 $4.84M
NEM
Newmont Corp

Basic Materials
64
+ 62.14%
$44.18 - $59.46 $2.83K - $3.81K
167 $9.73M
PDN
Invesco Fd Tr

ETFs
120
New
$30.37 - $38.92 $3.64K - $4.67K
120 $4.67M
PHM
Pultegroup Inc

Consumer Cyclical
44
+ 733.33%
$92.02 - $106.54 $4.05K - $4.69K
50 $5.27M
BX
Blackstone Inc.

Financial Services
23
+ 20.91%
$120.07 - $151.11 $2.76K - $3.48K
133 $19.9M
EXC
Exelon Corp

Utilities
105
+ 700.0%
$42.2 - $47.37 $4.43K - $4.97K
120 $5.23M
Aim ETF Products Trust
140
New
N/A
140 $4.47M
AMCR
Amcor PLC

Consumer Cyclical
474
New
$8.57 - $9.81 $4.06K - $4.65K
474 $4.36M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
145
New
$23.95 - $29.34 $3.47K - $4.25K
145 $4.26M
HE
Hawaiian Electric Industries Inc

Utilities
400
New
$9.36 - $10.96 $3.74K - $4.38K
400 $4.25M
ABT
Abbott Laboratories

Healthcare
3
+ 0.27%
$123.95 - $138.08 $372 - $414
1.13K $154M
ZBRA
Zebra Technologies Corp

Technology
12
+ 70.59%
$213.54 - $309.26 $2.56K - $3.71K
29 $8.94M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
105
New
$34.22 - $38.84 $3.59K - $4.08K
105 $4.08M
First Tr Exchng Traded Fd Vi
170
New
N/A
170 $3.93M
DRI
Darden Restaurants Inc

Consumer Cyclical
18
New
$186.58 - $225.78 $3.36K - $4.06K
18 $3.92M
RE
Everest Re Group LTD

Financial Services
11
New
N/A
11 $3.74M
GME
Game Stop Corp.

Consumer Cyclical
153
New
$21.1 - $35.01 $3.23K - $5.36K
153 $3.73M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
154
New
N/A
154 $3.6M
FCX
Freeport Mcmoran Inc

Basic Materials
58
+ 37.91%
$29.15 - $44.46 $1.69K - $2.58K
211 $9.14M
TPR
Tapestry, Inc.

Consumer Cyclical
38
New
$60.6 - $87.81 $2.3K - $3.34K
38 $3.34M
OXY
Occidental Petroleum Corp

Energy
81
+ 623.08%
$36.11 - $49.33 $2.92K - $4K
94 $3.95M
SPYG
Spdr Portfolio

ETFs
23
+ 34.33%
$71.83 - $95.32 $1.65K - $2.19K
90 $8.54M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.44%
$70.56 - $87.22 $141 - $174
459 $40M
HII
Huntington Ingalls Industries, Inc.

Industrials
13
New
$183.31 - $241.46 $2.38K - $3.14K
13 $3.14M
DELL
Dell Technologies Inc.

Technology
4
+ 4.82%
$71.63 - $125.98 $287 - $504
87 $10.7M
NDAQ
Nasdaq, Inc.

Financial Services
21
+ 23.6%
$66.4 - $89.42 $1.39K - $1.88K
110 $9.88M
HSIC
Henry Schein Inc

Healthcare
42
+ 525.0%
$62.7 - $73.66 $2.63K - $3.09K
50 $3.65M
SNPS
Synopsys Inc

Technology
1
+ 3.33%
$380.9 - $517.66 $381 - $518
31 $16.1M
EW
Edwards Lifesciences Corp

Healthcare
35
+ 67.31%
$67.07 - $78.22 $2.35K - $2.74K
87 $6.81M
FE
Firstenergy Corp

Utilities
73
+ 107.35%
$38.31 - $43.17 $2.8K - $3.15K
141 $5.68M
Cooper Cos Inc
41
New
N/A
41 $2.92M
SWKS
Skyworks Solutions, Inc.

Technology
39
New
$49.2 - $74.95 $1.92K - $2.92K
39 $2.91M
OMC
Omnicom Group Inc.

Communication Services
40
New
$69.22 - $79.77 $2.77K - $3.19K
40 $2.88M
IDEV
Ishares Core Msci Intl Develop

ETFs
38
New
$61.79 - $76.67 $2.35K - $2.91K
38 $2.86M
DASH
Door Dash, Inc.

Communication Services
3
+ 9.09%
$163.16 - $246.51 $489 - $740
36 $8.9M
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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