Abound Wealth Management Incresed Positions in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
447
+ 192.67%
$89.7 - $107.41 $40.1K - $48K
679 $72.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.58K
+ 408.29%
$22.27 - $29.21 $35.1K - $46K
1.96K $57.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
470
+ 7.12%
$72.02 - $73.82 $33.8K - $34.7K
7.07K $521M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.65K
+ 569.66%
$18.94 - $21.67 $31.3K - $35.8K
1.94K $41.1M
MET
Metlife Inc

Financial Services
424
+ 652.31%
$68.42 - $82.49 $29K - $35K
489 $39.4M
IBM
International Business Machines Corp

Technology
6
+ 0.87%
$221.03 - $294.78 $1.33K - $1.77K
694 $205M
IJS
Ishares S&P Smallcap 600 Value

ETFs
318
+ 512.9%
$83.54 - $100.04 $26.6K - $31.8K
380 $37.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
457
+ 209.63%
$61.03 - $67.59 $27.9K - $30.9K
675 $43.2M
MA
Mastercard Inc

Financial Services
41
+ 13.27%
$479.92 - $590.74 $19.7K - $24.2K
350 $197M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.12%
$272.36 - $339.57 $272 - $340
820 $278M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
60
+ 120.0%
$299.15 - $396.54 $17.9K - $23.8K
110 $43.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
408
+ 39.53%
$99.37 - $134.05 $40.5K - $54.7K
1.44K $163M
VOT
Vanguard Mid Cap Growth Index

ETFs
74
+ 54.41%
$216.28 - $284.39 $16K - $21K
210 $59.7M
MIDD
Middleby Corp

Industrials
189
+ 157.5%
$124.01 - $154.76 $23.4K - $29.2K
309 $44.5M
PM
Philip Morris International Inc.

Consumer Defensive
136
+ 566.67%
$149.23 - $184.95 $20.3K - $25.2K
160 $29.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
864
+ 993.1%
$23.55 - $27.67 $20.3K - $23.9K
951 $26.3M
Lam Research Corp
29
+ 3.44%
N/A
871 $84.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 7.14%
$4164.15 - $5789.24 $4.16K - $5.79K
15 $86.8M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.33%
$113.75 - $148.48 $569 - $742
1.54K $224M
XOM
Exxon Mobil Corp

Energy
458
+ 18.25%
$99.93 - $119.04 $45.8K - $54.5K
2.97K $320M
KEY
Keycorp

Financial Services
1.19K
+ 555.61%
$13.23 - $17.42 $15.7K - $20.7K
1.4K $24.4M
DOW
Dow Inc.

Basic Materials
784
+ 693.81%
$25.81 - $34.89 $20.2K - $27.4K
897 $23.8M
ETN
Eaton Corp PLC

Industrials
19
+ 13.01%
$246.52 - $356.99 $4.68K - $6.78K
165 $58.9M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.41%
$60.98 - $80.12 $549 - $721
2.19K $176M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66
+ 1.42%
$34.72 - $42.74 $2.29K - $2.82K
4.72K $202M
SPOT
Spotify Technology S.A.

Communication Services
23
+ 2300.0%
$503.3 - $775.9 $11.6K - $17.8K
24 $18.4M
Arm Holdings PLC
65
+ 50.39%
N/A
194 $31.4M
T
At&T Inc.

Communication Services
555
+ 26.68%
$26.33 - $28.94 $14.6K - $16.1K
2.64K $76.3M
NOW
Service Now, Inc.

Technology
3
+ 4.92%
$721.65 - $1040.18 $2.16K - $3.12K
64 $66.1M
MS
Morgan Stanley

Financial Services
93
+ 58.49%
$99.83 - $140.86 $9.28K - $13.1K
252 $35.5M
INTU
Intuit Inc

Technology
3
+ 3.61%
$544.07 - $787.63 $1.63K - $2.36K
86 $67.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17
+ 11.64%
$320.42 - $424.58 $5.45K - $7.22K
163 $69.3M
MRK
Merck & Co., Inc.

Healthcare
510
+ 21.16%
$73.47 - $87.12 $37.5K - $44.4K
2.92K $231M
SOFI
So Fi Technologies, Inc.

Financial Services
735
+ 588.0%
$9.5 - $18.21 $6.98K - $13.4K
860 $15.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7
+ 0.35%
$52.84 - $65.52 $370 - $459
2.03K $133M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 3.54%
$141.37 - $228.57 $990 - $1.6K
205 $46.4M
VSAT
Viasat Inc

Technology
761
+ 141.71%
$7.7 - $14.6 $5.86K - $11.1K
1.3K $19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66
+ 2.63%
$32.66 - $40.75 $2.16K - $2.69K
2.58K $104M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.29%
$86.93 - $109.64 $261 - $329
1.03K $113M
CARR
Carrier Global Corp

Industrials
4
+ 0.33%
$55.55 - $75.83 $222 - $303
1.22K $89M
MCHP
Microchip Technology Inc

Technology
12
+ 2.39%
$35.34 - $71.6 $424 - $859
514 $36.2M
IAU
Ishares Gold Trust

ETFs
142
+ 20.11%
$56.1 - $64.74 $7.97K - $9.19K
848 $52.9M
RBLX
Roblox Corp

Communication Services
97
+ 538.89%
$51.22 - $105.59 $4.97K - $10.2K
115 $12.1M
ETSY
Etsy Inc

Consumer Cyclical
200
+ 3333.33%
$40.8 - $63.88 $8.16K - $12.8K
206 $10.3M
COF
Capital One Financial Corp

Financial Services
35
+ 48.61%
$150.57 - $212.76 $5.27K - $7.45K
107 $22.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
43
+ 21.18%
$166.82 - $194.23 $7.17K - $8.35K
246 $47.8M
ZTS
Zoetis Inc.

Healthcare
64
+ 128.0%
$144.41 - $170.3 $9.24K - $10.9K
114 $17.8M
PANW
Palo Alto Networks Inc

Technology
13
+ 6.7%
$152.44 - $204.64 $1.98K - $2.66K
207 $42.4M
Fidelity Covington Trust
259
+ 398.46%
N/A
324 $10.3M
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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