Abound Wealth Management Incresed Positions in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
62
+ 2.62%
$33.74 - $37.96 $2.09K - $2.35K
2.43K $91.1M
BSX
Boston Scientific Corp

Healthcare
74
+ 27.01%
$72.96 - $84.0 $5.4K - $6.22K
348 $29.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 50.0%
$1015.62 - $1159.62 $6.09K - $6.96K
18 $20.3M
LEN
Lennar Corp

Consumer Cyclical
33
+ 70.21%
$142.5 - $192.45 $4.7K - $6.35K
80 $14.9M
SHW
Sherwin Williams CO

Basic Materials
6
+ 9.23%
$294.65 - $384.0 $1.77K - $2.3K
71 $27.2M
MDT
Medtronic PLC

Healthcare
51
+ 19.77%
$76.84 - $91.03 $3.92K - $4.64K
309 $27.8M
MRK
Merck & Co., Inc.

Healthcare
156
+ 15.06%
$111.15 - $128.97 $17.3K - $20.1K
1.19K $135M
XLP
Consumer Staples Sector Spdr

ETFs
5
+ 0.5%
$76.04 - $76.04 $380 - $380
1.02K $84.2M
WSM
Williams Sonoma Inc

Consumer Cyclical
48
+ 1200.0%
$128.47 - $280.94 $6.17K - $13.5K
52 $7.99M
PSA
Public Storage

Real Estate
12
+ 38.71%
$283.13 - $365.01 $3.4K - $4.38K
43 $15.7M
CBRE
Cbre Group, Inc.

Real Estate
30
+ 37.04%
$85.97 - $124.48 $2.58K - $3.73K
111 $13.8M
MMM
3 M CO

Industrials
11
+ 7.64%
$99.69 - $139.42 $1.1K - $1.53K
155 $21.2M
FNDC
Schwab Fundamental Intl Small

ETFs
6
+ 0.34%
$33.85 - $38.5 $203 - $231
1.79K $68.4M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.55%
$213.75 - $259.69 $214 - $260
183 $45.4M
ANET
Arista Networks, Inc.

Technology
8
+ 8.6%
$311.42 - $388.21 $2.49K - $3.11K
101 $38.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.78%
$91.37 - $101.65 $731 - $813
1.03K $105M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
53
+ 17.97%
$58.35 - $66.29 $3.09K - $3.51K
348 $23.1M
MOH
Molina Healthcare, Inc.

Healthcare
10
+ 20.0%
$283.98 - $360.73 $2.84K - $3.61K
60 $20.7M
TMUS
T Mobile Us, Inc.

Communication Services
13
+ 12.87%
$175.14 - $206.36 $2.28K - $2.68K
114 $23.6M
CMCSA
Comcast Corp

Communication Services
38
+ 2.48%
$37.33 - $41.78 $1.42K - $1.59K
1.57K $65.5M
JCI
Johnson Controls International PLC

Industrials
60
+ 73.17%
$65.52 - $77.61 $3.93K - $4.66K
142 $11M
BMY
Bristol Myers Squibb CO

Healthcare
32
+ 8.82%
$39.66 - $51.75 $1.27K - $1.66K
395 $20.4M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 5.1%
$107.93 - $120.23 $2.16K - $2.4K
412 $48.4M
PLTR
Palantir Technologies Inc.

Technology
100
+ 89.29%
$24.09 - $37.95 $2.41K - $3.8K
212 $7.89M
KR
Kroger CO

Consumer Defensive
33
+ 7.8%
$50.43 - $57.3 $1.66K - $1.89K
456 $26.1M
ZTS
Zoetis Inc.

Healthcare
14
+ 13.86%
$172.58 - $196.48 $2.42K - $2.75K
115 $22.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
26
+ 1.94%
$34.48 - $38.87 $896 - $1.01K
1.37K $52.7M
TT
Trane Technologies PLC

Industrials
8
+ 26.67%
$314.21 - $388.71 $2.51K - $3.11K
38 $14.9M
CTAS
Cintas Corp

Industrials
72
+ 360.0%
$201.38 - $819.83 $14.5K - $59K
92 $18.9M
ABR
Arbor Realty Trust Inc

Real Estate
305
+ 338.89%
$12.89 - $15.66 $3.93K - $4.78K
395 $6.15M
UNP
Union Pacific Corp

Industrials
5
+ 2.91%
$221.78 - $256.09 $1.11K - $1.28K
177 $43.5M
URI
United Rentals, Inc.

Industrials
4
+ 44.44%
$627.41 - $814.1 $2.51K - $3.26K
13 $10.4M
ETN
Eaton Corp PLC

Industrials
10
+ 13.7%
$272.52 - $333.02 $2.73K - $3.33K
83 $27.5M
PPL
Ppl Corp

Utilities
93
+ 34.83%
$27.36 - $33.08 $2.54K - $3.08K
360 $11.9M
EWJ
Ishares Msci Japan ETF

ETFs
63
+ 6300.0%
$63.12 - $72.99 $3.98K - $4.6K
64 $4.58M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.94%
$74.26 - $78.84 $743 - $788
1.07K $83.8M
ADI
Analog Devices Inc

Technology
18
+ 17.65%
$200.56 - $243.33 $3.61K - $4.38K
120 $27.7M
WTW
Willis Towers Watson PLC

Financial Services
12
+ 50.0%
$257.34 - $294.53 $3.09K - $3.53K
36 $10.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 3.61%
$173.36 - $189.8 $1.21K - $1.33K
201 $38.2M
ASML
Asml Holding Nv

Technology
6
+ 150.0%
$749.82 - $1098.95 $4.5K - $6.59K
10 $8.33M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
88
+ 39.11%
$31.95 - $38.02 $2.81K - $3.35K
313 $11.7M
LLY
Eli Lilly & CO

Healthcare
8
+ 5.37%
$772.14 - $960.02 $6.18K - $7.68K
157 $139M
PEG
Public Service Enterprise Group Inc

Utilities
34
+ 54.84%
$73.58 - $89.21 $2.5K - $3.03K
96 $8.59M
ICE
Intercontinental Exchange, Inc.

Financial Services
8
+ 7.14%
$136.93 - $162.81 $1.1K - $1.3K
120 $19.3M
FTNT
Fortinet, Inc.

Technology
11
+ 6.15%
$55.39 - $77.55 $609 - $853
190 $14.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 10.81%
$1024.09 - $1201.76 $4.1K - $4.81K
41 $43.2M
O
Realty Income Corp

Real Estate
4
+ 1.18%
$52.36 - $63.42 $209 - $254
342 $21.7M
AIG
American International Group, Inc.

Financial Services
55
+ 39.57%
$70.16 - $79.23 $3.86K - $4.36K
194 $14.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
11
+ 35.48%
$259.22 - $299.75 $2.85K - $3.3K
42 $11.8M
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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