Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Healthcare Rlty Tr
116
New
N/A
116 $2.11M
WMB
Williams Companies, Inc.

Energy
28
+ 11.34%
$41.24 - $46.22 $1.15K - $1.29K
275 $12.5M
CTVA
Corteva, Inc.

Basic Materials
24
+ 19.35%
$50.72 - $58.78 $1.22K - $1.41K
148 $8.68M
SSNC
Ss&C Technologies Holdings Inc

Technology
27
New
$61.42 - $76.46 $1.66K - $2.06K
27 $2M
RRX
Regal Rexnord Corp

Industrials
12
New
$132.18 - $174.25 $1.59K - $2.09K
12 $1.99M
ODFL
Old Dominion Freight Line, Inc.

Industrials
7
+ 26.92%
$178.41 - $210.18 $1.25K - $1.47K
33 $6.56M
LDOS
Leidos Holdings, Inc.

Technology
7
+ 15.22%
$142.66 - $163.02 $999 - $1.14K
53 $8.64M
FFIV
F5, Inc.

Technology
8
+ 266.67%
$170.44 - $223.6 $1.36K - $1.79K
11 $2.39M
FSLY
Fastly, Inc.

Technology
250
New
$5.63 - $8.21 $1.41K - $2.05K
250 $1.89M
ED
Consolidated Edison Inc

Utilities
6
+ 7.06%
$88.42 - $104.97 $531 - $630
91 $9.49M
BFB
Brown Forman Corp Cl B
38
New
N/A
38 $1.87M
SU
Suncor Energy Inc

Energy
50
New
$36.06 - $41.7 $1.8K - $2.09K
50 $1.85M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
New
$1685.92 - $2128.51 $1.69K - $2.13K
1 $1.84M
ELV
Elevance Health, Inc.

Healthcare
7
+ 8.14%
$500.12 - $562.29 $3.5K - $3.94K
93 $48.2M
MNST
Monster Beverage Corp

Consumer Defensive
26
+ 14.61%
$45.01 - $52.47 $1.17K - $1.36K
204 $10.6M
PWR
Quanta Services, Inc.

Industrials
2
+ 7.69%
$239.58 - $298.23 $479 - $596
28 $8.35M
HRL
Hormel Foods Corp

Consumer Defensive
52
+ 81.25%
$30.04 - $33.14 $1.56K - $1.72K
116 $3.69M
GD
General Dynamics Corp

Industrials
1
+ 0.85%
$279.51 - $308.09 $280 - $308
118 $35.6M
HWM
Howmet Aerospace Inc.

Industrials
15
+ 166.67%
$77.3 - $100.22 $1.16K - $1.5K
24 $2.41M
SYK
Stryker Corp

Healthcare
1
+ 1.56%
$315.94 - $371.96 $316 - $372
65 $23.3M
AVTR
Avantor, Inc.

Basic Materials
59
+ 236.0%
$20.58 - $27.7 $1.21K - $1.63K
84 $2.17M
XEL
Xcel Energy Inc

Utilities
10
+ 12.35%
$52.11 - $65.3 $521 - $653
91 $5.95M
PFE
Pfizer Inc

Healthcare
16
+ 1.37%
$27.7 - $31.39 $443 - $502
1.19K $34.3M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 30.0%
$502.48 - $593.35 $1.51K - $1.78K
13 $7M
ECL
Ecolab Inc.

Basic Materials
2
+ 3.23%
$228.86 - $255.76 $458 - $512
64 $16.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
6
+ 9.38%
$236.42 - $259.82 $1.42K - $1.56K
70 $18M
ADM
Archer Daniels Midland CO

Consumer Defensive
27
+ 31.76%
$57.96 - $65.72 $1.56K - $1.77K
112 $6.72M
VT
Vanguard Total World Stk Index

ETFs
12
+ 70.59%
$107.72 - $119.96 $1.29K - $1.44K
29 $3.48M
SAP
Sap Se

Technology
6
+ 85.71%
$197.21 - $231.0 $1.18K - $1.39K
13 $2.98M
CVNA
Carvana Co.

Consumer Cyclical
9
New
$122.32 - $175.15 $1.1K - $1.58K
9 $1.57M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
42
+ 233.33%
$33.44 - $37.39 $1.4K - $1.57K
60 $2.17M
FDVV
Fidelity High Dividend ETF

ETFs
31
New
$46.26 - $50.65 $1.43K - $1.57K
31 $1.55M
WEC
Wec Energy Group, Inc.

Utilities
7
+ 14.29%
$77.68 - $96.19 $544 - $673
56 $5.4M
ACGL
Arch Capital Group Ltd.

Financial Services
6
+ 8.82%
$94.47 - $114.25 $567 - $686
74 $8.28M
BHP
Bhp Group LTD

Basic Materials
21
+ 116.67%
$51.32 - $62.11 $1.08K - $1.3K
39 $2.42M
TDOC
Teladoc Health, Inc.

Healthcare
149
New
$6.79 - $10.09 $1.01K - $1.5K
149 $1.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
12
+ 15.38%
$98.01 - $106.59 $1.18K - $1.28K
90 $9.43M
BTI
British American Tobacco P.L.C.

Consumer Defensive
35
New
$31.07 - $39.36 $1.09K - $1.38K
35 $1.28M
SNPS
Synopsys Inc

Technology
8
+ 25.81%
$463.97 - $621.3 $3.71K - $4.97K
39 $19.9M
FCX
Freeport Mcmoran Inc

Basic Materials
17
+ 5.88%
$39.52 - $51.92 $672 - $883
306 $15.3M
U
Unity Software Inc.

Technology
54
New
$13.93 - $23.19 $752 - $1.25K
54 $1.22M
CMF
Ishares California Muni Bond E

ETFs
21
New
$56.65 - $58.17 $1.19K - $1.22K
21 $1.22M
ROST
Ross Stores, Inc.

Consumer Cyclical
5
+ 6.94%
$136.06 - $155.24 $680 - $776
77 $11.6M
ABC
Amerisourcebergen Corp

Healthcare
5
+ 8.33%
N/A
65 $14.7M
FSLR
First Solar, Inc.

Technology
3
+ 20.0%
$205.36 - $255.78 $616 - $767
18 $4.49M
EL
Estee Lauder Companies Inc

Consumer Defensive
14
+ 33.33%
$84.18 - $106.5 $1.18K - $1.49K
56 $5.58M
NXPI
Nxp Semiconductors N.V.

Technology
9
+ 24.32%
$225.14 - $290.78 $2.03K - $2.62K
46 $11M
CI
Cigna Corp

Healthcare
3
+ 100.0%
$319.12 - $367.1 $957 - $1.1K
6 $1.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
10
New
$94.31 - $103.26 $943 - $1.03K
10 $1.08M
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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