Abound Wealth Management Purchases in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
5
+ 55.56%
$162.57 - $345.64 $813 - $1.73K
14 $4.72M
MCO
Moodys Corp

Financial Services
4
+ 18.18%
$396.7 - $501.59 $1.59K - $2.01K
26 $13.2M
PICK
Ishares Inc Msci Global Select

ETFs
22
+ 1.95%
$30.23 - $38.24 $665 - $841
1.15K $43.3M
GILD
Gilead Sciences, Inc.

Healthcare
26
+ 17.81%
$96.91 - $113.0 $2.52K - $2.94K
172 $19M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2
+ 0.22%
$33.13 - $40.67 $66.3 - $81.3
911 $37.1M
PAYC
Paycom Software, Inc.

Technology
11
New
$193.07 - $265.71 $2.12K - $2.92K
11 $2.55M
LUV
Southwest Airlines CO

Industrials
91
+ 24.59%
$24.04 - $34.36 $2.19K - $3.13K
461 $15M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 3.7%
$211.12 - $274.14 $422 - $548
56 $15.3M
ALGN
Align Technology Inc

Healthcare
3
+ 4.92%
$144.32 - $190.42 $433 - $571
64 $12.1M
URI
United Rentals, Inc.

Industrials
1
+ 7.69%
$551.94 - $753.4 $552 - $753
14 $10.4M
KEYS
Keysight Technologies, Inc.

Technology
6
+ 7.14%
$127.02 - $165.4 $762 - $992
90 $14.7M
DY
Dycom Industries Inc

Industrials
8
+ 400.0%
$138.96 - $245.71 $1.11K - $1.97K
10 $2.44M
CTAS
Cintas Corp

Industrials
4
+ 5.56%
$190.11 - $227.66 $760 - $911
76 $16.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.07%
$67.03 - $80.35 $67 - $80.4
1.46K $116M
SO
Southern CO

Utilities
32
+ 0.45%
$84.91 - $92.56 $2.72K - $2.96K
7.09K $651M
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 50.0%
$146.74 - $176.07 $1.91K - $2.29K
39 $6.33M
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 1.01%
$38.52 - $48.28 $154 - $193
402 $19.4M
TRMB
Trimble Inc.

Technology
16
+ 21.33%
$55.12 - $75.98 $882 - $1.22K
91 $6.92M
AKAM
Akamai Technologies Inc

Technology
25
+ 125.0%
N/A
45 $3.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$60.34 - $74.89 $60.3 - $74.9
271 $20.3M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.43%
$104.87 - $127.3 $105 - $127
236 $30M
TDY
Teledyne Technologies Inc

Technology
2
+ 3.7%
$435.54 - $512.31 $871 - $1.02K
56 $28.9M
BTG
B2 Gold Corp

Basic Materials
13
+ 0.57%
$2.64 - $3.77 $34.3 - $49
2.28K $8.23M
ACN
Accenture PLC

Technology
13
+ 7.88%
$279.23 - $323.21 $3.63K - $4.2K
178 $53.3M
CSGP
Costar Group, Inc.

Real Estate
3
+ 0.24%
$72.62 - $83.22 $218 - $250
1.26K $101M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
11
+ 1.01%
$75.05 - $77.34 $826 - $851
1.1K $85.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.15%
$81.46 - $94.63 $81.5 - $94.6
652 $61.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
57
+ 24.89%
$32.56 - $35.71 $1.86K - $2.04K
286 $9.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
26
+ 16.99%
$58.63 - $59.9 $1.52K - $1.56K
179 $10.7M
BHF
Brighthouse Financial, Inc.

Financial Services
29
New
$47.29 - $61.15 $1.37K - $1.77K
29 $1.56M
CHWY
Chewy, Inc.

Consumer Cyclical
35
+ 1166.67%
$31.21 - $48.21 $1.09K - $1.69K
38 $1.62M
FAST
Fastenal CO

Industrials
235
+ 100.0%
$40.65 - $83.16 $9.55K - $19.5K
470 $19.8M
SYY
Sysco Corp

Consumer Defensive
8
+ 0.63%
$68.0 - $75.91 $544 - $607
1.29K $97.5M
EQIX
Equinix Inc

Real Estate
2
+ 22.22%
$740.07 - $914.43 $1.48K - $1.83K
11 $8.78M
DHR
Danaher Corp

Healthcare
14
+ 7.65%
$174.64 - $205.16 $2.44K - $2.87K
197 $38.9M
EXAS
Exact Sciences Corp

Healthcare
24
New
$40.31 - $58.08 $967 - $1.39K
24 $1.26M
EL
Estee Lauder Companies Inc

Consumer Defensive
8
+ 19.51%
$50.06 - $80.8 $400 - $646
49 $3.96M
QBTS
D Wave Quantum Inc.

Technology
37
+ 37.0%
$6.22 - $19.04 $230 - $704
137 $2.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 25.64%
$74.88 - $91.97 $749 - $920
49 $4.51M
CGUS
Capital Group Core Equity ETF
32
New
$29.93 - $36.93 $958 - $1.18K
32 $1.18M
Linde PLC
2
+ 2.94%
N/A
70 $33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 20.69%
$212.1 - $244.27 $2.55K - $2.93K
70 $15.2M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 33.33%
$970.15 - $1216.57 $970 - $1.22K
4 $4.7M
WST
West Pharmaceutical Services Inc

Healthcare
5
+ 62.5%
$190.39 - $227.7 $952 - $1.14K
13 $2.85M
Smurfit Westrock PLC
27
+ 46.55%
N/A
85 $3.68M
WBD
Warner Bros. Discovery, Inc.

Communication Services
74
+ 28.79%
$7.69 - $11.46 $569 - $848
331 $3.79M
TM
Toyota Motor Corp

Consumer Cyclical
6
New
$158.63 - $195.39 $952 - $1.17K
6 $1.03M
UAL
United Airlines Holdings, Inc.

Industrials
7
+ 16.28%
$56.15 - $84.23 $393 - $590
50 $3.98M
SRE
Sempra Energy

Utilities
8
+ 13.11%
$63.78 - $78.91 $510 - $631
69 $5.25M
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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