Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
21
+ 40.38%
$95.29 - $120.24 $2K - $2.53K
73 $8.68M
CLX
Clorox CO

Consumer Defensive
12
+ 19.67%
$131.73 - $166.97 $1.58K - $2K
73 $11.9M
CTSH
Cognizant Technology Solutions Corp

Technology
30
+ 24.19%
$66.89 - $77.87 $2.01K - $2.34K
154 $11.9M
AON
Aon PLC

Financial Services
6
+ 24.0%
$293.16 - $351.06 $1.76K - $2.11K
31 $10.7M
MCO
Moodys Corp

Financial Services
3
+ 8.33%
$421.49 - $494.67 $1.26K - $1.48K
39 $18.7M
Ferguson Enterprises Inc
16
New
N/A
16 $3.28M
GPI
Group 1 Automotive Inc

Consumer Cyclical
8
+ 400.0%
$280.92 - $391.73 $2.25K - $3.13K
10 $3.83M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.33%
$37.68 - $42.0 $113 - $126
903 $37.5M
ROP
Roper Technologies Inc

Industrials
6
+ 28.57%
$515.25 - $576.55 $3.09K - $3.46K
27 $15M
MO
Altria Group, Inc.

Consumer Defensive
56
+ 96.55%
$45.95 - $54.71 $2.57K - $3.06K
114 $5.83M
Labcorp Holdings Inc
6
+ 6.74%
N/A
95 $21.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
51
+ 121.43%
$55.91 - $65.87 $2.85K - $3.36K
93 $5.57M
VICI
Vici Properties Inc.

Real Estate
65
+ 31.25%
$27.64 - $34.08 $1.8K - $2.22K
273 $9.1M
Liberty Media Corp Del
40
New
N/A
40 $3.1M
BBY
Best Buy CO Inc

Consumer Cyclical
15
+ 18.75%
$80.23 - $103.29 $1.2K - $1.55K
95 $9.81M
TGT
Target Corp

Consumer Defensive
1
+ 0.26%
$133.47 - $159.25 $133 - $159
382 $59.5M
ADSK
Autodesk, Inc.

Technology
6
+ 12.24%
$245.83 - $245.83 $1.47K - $1.47K
55 $15.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
13
+ 8.44%
$112.99 - $126.45 $1.47K - $1.64K
167 $21M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 16.28%
$305.34 - $350.41 $2.14K - $2.45K
50 $17.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.11%
$84.77 - $97.13 $84.8 - $97.1
882 $84.4M
PM
Philip Morris International Inc.

Consumer Defensive
24
New
$101.25 - $127.45 $2.43K - $3.06K
24 $2.91M
CFG
Citizens Financial Group Inc

Financial Services
67
+ 216.13%
$35.24 - $43.24 $2.36K - $2.9K
98 $4.04M
HDB
Hdfc Bank LTD

Financial Services
46
New
$58.04 - $66.97 $2.67K - $3.08K
46 $2.88M
MAA
Mid America Apartment Communities Inc.

Real Estate
14
+ 40.0%
$138.8 - $166.65 $1.94K - $2.33K
49 $7.79M
DD
Du Pont De Nemours, Inc.

Basic Materials
20
+ 20.0%
$77.22 - $89.49 $1.54K - $1.79K
120 $10.7M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 25.0%
$757.04 - $947.16 $1.51K - $1.89K
10 $8.89M
HOLX
Hologic Inc

Healthcare
29
+ 85.29%
$73.48 - $83.64 $2.13K - $2.43K
63 $5.13M
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.61%
$81.17 - $90.77 $162 - $182
328 $29.3M
LHX
L3 Harris Technologies, Inc.

Industrials
9
+ 29.03%
$221.96 - $243.27 $2K - $2.19K
40 $9.52M
CUZ
Cousins Properties Inc

Real Estate
86
New
$22.4 - $30.21 $1.93K - $2.6K
86 $2.54M
INTU
Intuit Inc

Technology
9
+ 10.59%
$602.97 - $670.49 $5.43K - $6.03K
94 $58.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
12
+ 1.23%
$63.74 - $73.47 $765 - $882
987 $70.7M
EIX
Edison International

Utilities
8
+ 6.9%
$71.19 - $87.72 $570 - $702
124 $10.8M
PCG
Pg&E Corp

Utilities
74
+ 17.83%
$17.08 - $20.6 $1.26K - $1.52K
489 $9.67M
TSCO
Tractor Supply CO

Consumer Cyclical
7
+ 38.89%
$251.95 - $290.93 $1.76K - $2.04K
25 $7.28M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.76%
$77.23 - $87.97 $154 - $176
266 $23.1M
TRUP
Trupanion, Inc.

Financial Services
4
+ 2.31%
$27.67 - $48.57 $111 - $194
177 $7.43M
CME
Cme Group Inc.

Financial Services
4
+ 6.67%
$193.43 - $220.62 $774 - $882
64 $14.2M
GM
General Motors CO

Consumer Cyclical
57
+ 36.31%
$39.95 - $49.9 $2.28K - $2.84K
214 $9.61M
NICE
Nice Ltd.

Technology
13
+ 650.0%
$154.95 - $184.96 $2.01K - $2.4K
15 $2.61M
CAH
Cardinal Health Inc

Healthcare
16
+ 40.0%
$93.74 - $114.66 $1.5K - $1.83K
56 $6.2M
FIS
Fidelity National Information Services, Inc.

Technology
19
+ 24.36%
$72.8 - $85.04 $1.38K - $1.62K
97 $8.13M
K
Kellogg CO

Consumer Defensive
21
+ 91.3%
$56.19 - $80.81 $1.18K - $1.7K
44 $3.56M
Canadian Pacific Kansas City
24
+ 92.31%
N/A
50 $4.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 6.22%
$147.95 - $191.05 $1.92K - $2.48K
222 $38.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38
+ 13.97%
$49.93 - $51.15 $1.9K - $1.94K
310 $15.8M
EDOC
Global X Fds Telemedicine & Di

ETFs
220
New
$8.54 - $10.02 $1.88K - $2.2K
220 $2.21M
Smurfit Westrock PLC
44
New
N/A
44 $2.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
16
+ 133.33%
$72.18 - $107.33 $1.15K - $1.72K
28 $2.97M
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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