Abound Wealth Management Incresed Positions in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
175
+ 194.44%
$143.3 - $157.24 $25.1K - $27.5K
265 $40.8M
SQ
Block, Inc.

Technology
403
+ 1612.0%
$57.21 - $72.07 $23.1K - $29K
428 $28.7M
CSCO
Cisco Systems, Inc.

Technology
135
+ 3.99%
$44.74 - $53.22 $6.04K - $7.18K
3.52K $187M
GS
Goldman Sachs Group Inc

Financial Services
47
+ 70.15%
$459.02 - $510.25 $21.6K - $24K
114 $56.7M
TTD
Trade Desk, Inc.

Technology
27
+ 1.44%
$83.08 - $110.79 $2.24K - $2.99K
1.9K $208M
LMT
Lockheed Martin Corp

Industrials
29
+ 43.28%
$460.3 - $584.56 $13.3K - $17K
96 $56.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
108
+ 2.29%
$57.32 - $62.65 $6.19K - $6.77K
4.83K $301M
XOM
Exxon Mobil Corp

Energy
191
+ 17.8%
$109.72 - $119.0 $21K - $22.7K
1.26K $148M
FNDX
Schwab Fundamental U S Large C

ETFs
21
+ 0.46%
$65.36 - $71.76 $1.37K - $1.51K
4.63K $332M
XLRE
Select Sector Spdr Tr Real Est

ETFs
51
+ 1.57%
$38.04 - $45.36 $1.94K - $2.31K
3.3K $147M
AXP
American Express CO

Financial Services
53
+ 30.99%
$225.92 - $271.17 $12K - $14.4K
224 $60.8M
GPN
Global Payments Inc

Industrials
204
+ 582.86%
$92.66 - $112.97 $18.9K - $23K
239 $24.5M
VBR
Vanguard Small Cap Value ETF

ETFs
76
+ 26.95%
$179.99 - $201.6 $13.7K - $15.3K
358 $71.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
96
+ 41.74%
$149.02 - $167.67 $14.3K - $16.1K
326 $54.7M
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.72%
$160.76 - $177.82 $2.25K - $2.49K
1.96K $340M
CRWD
Crowd Strike Holdings, Inc.

Technology
112
+ 87.5%
$217.89 - $392.15 $24.4K - $43.9K
240 $67.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
73
+ 11.66%
$57.22 - $80.08 $4.18K - $5.85K
699 $54.6M
GILD
Gilead Sciences, Inc.

Healthcare
183
+ 100.55%
$66.59 - $83.99 $12.2K - $15.4K
365 $30.6M
QCOM
Qualcomm Inc

Technology
158
+ 51.63%
$156.12 - $209.64 $24.7K - $33.1K
464 $78.8M
BX
Blackstone Inc.

Financial Services
87
+ 59.18%
$120.77 - $159.66 $10.5K - $13.9K
234 $35.8M
AEP
American Electric Power CO Inc

Utilities
157
+ 266.1%
$87.11 - $104.95 $13.7K - $16.5K
216 $22.2M
NEM
Newmont Corp

Basic Materials
286
+ 201.41%
$41.65 - $55.85 $11.9K - $16K
428 $22.9M
DE
Deere & CO

Industrials
36
+ 83.72%
$344.84 - $418.0 $12.4K - $15K
79 $33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
686
+ 244.13%
$19.78 - $23.53 $13.6K - $16.1K
967 $22.4M
ABT
Abbott Laboratories

Healthcare
28
+ 2.35%
$100.07 - $118.13 $2.8K - $3.31K
1.22K $139M
CMI
Cummins Inc

Industrials
43
+ 172.0%
$266.63 - $326.4 $11.5K - $14K
68 $22M
CVS
Cvs Health Corp

Healthcare
222
+ 84.73%
$55.81 - $63.18 $12.4K - $14K
484 $30.5M
NFLX
Netflix Inc

Communication Services
4
+ 1.16%
$598.55 - $722.26 $2.39K - $2.89K
350 $248M
CBU
Community Bank System, Inc.

Financial Services
16
+ 1.34%
$45.86 - $62.82 $734 - $1.01K
1.21K $70.4M
CVX
Chevron Corp

Energy
144
+ 17.91%
$137.88 - $161.97 $19.9K - $23.3K
948 $140M
C
Citigroup Inc

Financial Services
225
+ 70.53%
$56.11 - $67.61 $12.6K - $15.2K
544 $34.1M
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 7.16%
$200.87 - $224.6 $5.83K - $6.51K
434 $96M
NOW
Service Now, Inc.

Technology
7
+ 11.29%
$730.87 - $937.36 $5.12K - $6.56K
69 $62M
FICO
Fair Isaac Corp

Technology
5
+ 83.33%
$1496.51 - $1947.38 $7.48K - $9.74K
11 $21.4M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.16%
$72.51 - $98.6 $72.5 - $98.6
619 $60.4M
NEE
Nextera Energy Inc

Utilities
36
+ 6.1%
$69.9 - $84.97 $2.52K - $3.06K
626 $53M
CB
Chubb LTD

Financial Services
31
+ 46.97%
$252.51 - $292.2 $7.83K - $9.06K
97 $28M
RTX
Raytheon Technologies Corp

Industrials
13
+ 2.83%
$99.55 - $123.34 $1.29K - $1.6K
473 $57.3M
AMD
Advanced Micro Devices Inc

Technology
63
+ 16.8%
$128.67 - $183.96 $8.11K - $11.6K
438 $71.9M
PH
Parker Hannifin Corp

Industrials
12
+ 46.15%
$501.01 - $635.92 $6.01K - $7.63K
38 $24.3M
ARCB
Arcbest Corp

Industrials
100
+ 5000.0%
$98.5 - $126.05 $9.85K - $12.6K
102 $11.1M
BLK
Black Rock Inc.

Financial Services
2
+ 3.7%
$782.27 - $949.51 $1.56K - $1.9K
56 $53.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
38
+ 38.78%
$218.05 - $243.47 $8.29K - $9.25K
136 $33.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
29
+ 17.79%
$240.48 - $267.94 $6.97K - $7.77K
192 $51.3M
ACN
Accenture PLC

Technology
5
+ 2.86%
$295.44 - $355.81 $1.48K - $1.78K
180 $63.8M
FNDA
Schwab Fundamental U S Small C

ETFs
7
+ 0.33%
$54.26 - $60.01 $380 - $420
2.15K $128M
SYY
Sysco Corp

Consumer Defensive
7
+ 0.52%
$69.16 - $78.98 $484 - $553
1.34K $105M
SPGI
S&P Global Inc.

Financial Services
10
+ 16.95%
$446.32 - $527.38 $4.46K - $5.27K
69 $35.8M
RIO
Rio Tinto PLC

Basic Materials
114
+ 670.59%
$59.71 - $71.21 $6.81K - $8.12K
131 $9.32M
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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