Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
3
New
$148.14 - $166.23 $444 - $499
3 $479K
VTR
Ventas, Inc.

Real Estate
14
+ 21.21%
$57.73 - $66.48 $808 - $931
80 $4.72M
EFG
Msci Eafe Growth ETF

ETFs
5
+ 500.0%
$96.83 - $106.88 $484 - $534
6 $586K
ROK
Rockwell Automation, Inc

Industrials
1
+ 6.25%
$264.65 - $302.92 $265 - $303
17 $4.76M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$69.3 - $74.3 $69.3 - $74.3
269 $19.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4
New
$99.04 - $109.59 $396 - $438
4 $401K
HMC
Honda Motor CO LTD

Consumer Cyclical
14
+ 466.67%
$23.7 - $32.62 $332 - $457
17 $486K
JCI
Johnson Controls International PLC

Industrials
3
+ 2.11%
$74.23 - $86.6 $223 - $260
145 $11.4M
ETN
Eaton Corp PLC

Industrials
1
+ 1.2%
$326.96 - $377.52 $327 - $378
84 $27.8M
APP
App Lovin Corp

Technology
1
New
$130.67 - $401.5 $131 - $402
1 $344K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 2.38%
$278.49 - $315.16 $278 - $315
43 $12.2M
UI
Ubiquiti Inc.

Technology
1
New
$223.6 - $362.72 $224 - $363
1 $332K
CTRA
Coterra Energy Inc.

Energy
8
+ 9.09%
$22.71 - $27.63 $182 - $221
96 $2.45M
RNST
Renasant Corp

Financial Services
9
New
$31.36 - $38.62 $282 - $348
9 $322K
DASH
Door Dash, Inc.

Communication Services
1
+ 33.33%
$141.93 - $180.48 $142 - $180
4 $749K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.75%
$84.34 - $95.14 $169 - $190
268 $23.4M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12
New
$17.13 - $34.23 $206 - $411
12 $291K
STLA
Stellantis N.V.

Consumer Cyclical
22
New
$12.37 - $13.99 $272 - $308
22 $288K
BANC
Banc Of California, Inc.

Financial Services
18
New
$13.66 - $17.77 $246 - $320
18 $279K
AGO
Assured Guaranty LTD

Financial Services
3
New
$79.0 - $94.69 $237 - $284
3 $271K
KHC
Kraft Heinz CO

Consumer Defensive
20
+ 25.0%
$30.1 - $36.02 $602 - $720
100 $3.09M
PHI
Pldt Inc.

Communication Services
21
+ 50.0%
$21.06 - $27.58 $442 - $579
63 $1.4M
RC
Ready Capital Corp

Real Estate
39
New
$6.71 - $7.57 $262 - $295
39 $266K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5
+ 0.55%
$40.82 - $45.39 $204 - $227
908 $37.8M
VDE
Vanguard Energy ETF

ETFs
6
+ 1.55%
$116.67 - $136.78 $700 - $821
392 $47.5M
CMS
Cms Energy Corp

Utilities
4
New
$65.76 - $71.94 $263 - $288
4 $258K
INDB
Independent Bank Corp

Financial Services
4
New
$56.88 - $74.97 $228 - $300
4 $257K
CVLG
Covenant Logistics Group, Inc.

Industrials
1
+ 0.72%
$49.9 - $60.66 $49.9 - $60.7
139 $7.55M
IBTX
Independent Bank Group, Inc.

Financial Services
4
New
$55.72 - $67.74 $223 - $271
4 $243K
NOK
Nokia Corp

Technology
52
+ 36.36%
$4.13 - $4.95 $215 - $257
195 $864K
EGBN
Eagle Bancorp Inc

Financial Services
9
New
$22.41 - $30.0 $202 - $270
9 $235K
OXY
Occidental Petroleum Corp

Energy
9
+ 8.65%
$45.36 - $55.91 $408 - $503
113 $5.58M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3
+ 2.78%
$46.48 - $51.32 $139 - $154
111 $5.33M
LNT
Alliant Energy Corp

Utilities
5
+ 9.43%
$56.24 - $63.63 $281 - $318
58 $3.43M
Curbline Pptys Corp
8
New
N/A
8 $186K
BAP
Credicorp LTD

Financial Services
1
+ 100.0%
$180.17 - $198.65 $180 - $199
2 $367K
MNST
Monster Beverage Corp

Consumer Defensive
2
+ 0.98%
$49.24 - $56.38 $98.5 - $113
206 $10.8M
Jacobs Solutions Inc
1
+ 5.56%
N/A
19 $2.54M
HELE
Helen Of Troy LTD

Consumer Defensive
3
New
$59.46 - $73.79 $178 - $221
3 $180K
HEFA
Ishares Currency Hedged Msci E

ETFs
5
New
$34.42 - $35.88 $172 - $179
5 $177K
RBLX
Roblox Corp

Communication Services
3
New
$39.86 - $61.45 $120 - $184
3 $173K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
10
New
$16.36 - $22.16 $164 - $222
10 $167K
ICL
Icl Group Ltd.

Basic Materials
27
+ 58.7%
$3.92 - $5.13 $106 - $139
73 $361K
ODFL
Old Dominion Freight Line, Inc.

Industrials
5
+ 15.15%
$176.4 - $231.84 $882 - $1.16K
38 $6.7M
HES
Hess Corp

Energy
2
+ 4.65%
$127.66 - $148.65 $255 - $297
45 $5.99M
KSS
Kohls Corp

Consumer Cyclical
10
New
$13.86 - $20.95 $139 - $210
10 $141K
DOCN
Digital Ocean Holdings, Inc.

Technology
4
New
$34.07 - $44.0 $136 - $176
4 $137K
HAIN
Hain Celestial Group Inc

Consumer Defensive
22
New
$6.12 - $9.09 $135 - $200
22 $136K
GRAB
Grab Holdings LTD

Technology
17
+ 28.81%
$3.6 - $5.67 $61.2 - $96.4
76 $359K
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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