Abound Wealth Management Incresed Positions in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 50.0%
$146.74 - $176.07 $1.91K - $2.29K
39 $6.33M
EEM
Ishares Msci Emerging Markets

ETFs
4
+ 1.01%
$38.52 - $48.28 $154 - $193
402 $19.4M
TRMB
Trimble Inc.

Technology
16
+ 21.33%
$55.12 - $75.98 $882 - $1.22K
91 $6.92M
AKAM
Akamai Technologies Inc

Technology
25
+ 125.0%
N/A
45 $3.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.37%
$60.34 - $74.89 $60.3 - $74.9
271 $20.3M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.43%
$104.87 - $127.3 $105 - $127
236 $30M
TDY
Teledyne Technologies Inc

Technology
2
+ 3.7%
$435.54 - $512.31 $871 - $1.02K
56 $28.9M
BTG
B2 Gold Corp

Basic Materials
13
+ 0.57%
$2.64 - $3.77 $34.3 - $49
2.28K $8.23M
ACN
Accenture PLC

Technology
13
+ 7.88%
$279.23 - $323.21 $3.63K - $4.2K
178 $53.3M
CSGP
Costar Group, Inc.

Real Estate
3
+ 0.24%
$72.62 - $83.22 $218 - $250
1.26K $101M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.15%
$81.46 - $94.63 $81.5 - $94.6
652 $61.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
57
+ 24.89%
$32.56 - $35.71 $1.86K - $2.04K
286 $9.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
26
+ 16.99%
$58.63 - $59.9 $1.52K - $1.56K
179 $10.7M
CHWY
Chewy, Inc.

Consumer Cyclical
35
+ 1166.67%
$31.21 - $48.21 $1.09K - $1.69K
38 $1.62M
FAST
Fastenal CO

Industrials
235
+ 100.0%
$40.65 - $83.16 $9.55K - $19.5K
470 $19.8M
SYY
Sysco Corp

Consumer Defensive
8
+ 0.63%
$68.0 - $75.91 $544 - $607
1.29K $97.5M
EQIX
Equinix Inc

Real Estate
2
+ 22.22%
$740.07 - $914.43 $1.48K - $1.83K
11 $8.78M
DHR
Danaher Corp

Healthcare
14
+ 7.65%
$174.64 - $205.16 $2.44K - $2.87K
197 $38.9M
EL
Estee Lauder Companies Inc

Consumer Defensive
8
+ 19.51%
$50.06 - $80.8 $400 - $646
49 $3.96M
QBTS
D Wave Quantum Inc.

Technology
37
+ 37.0%
$6.22 - $19.04 $230 - $704
137 $2.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 25.64%
$74.88 - $91.97 $749 - $920
49 $4.51M
Linde PLC
2
+ 2.94%
N/A
70 $33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 20.69%
$212.1 - $244.27 $2.55K - $2.93K
70 $15.2M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 33.33%
$970.15 - $1216.57 $970 - $1.22K
4 $4.7M
Smurfit Westrock PLC
27
+ 46.55%
N/A
85 $3.68M
WST
West Pharmaceutical Services Inc

Healthcare
5
+ 62.5%
$190.39 - $227.7 $952 - $1.14K
13 $2.85M
WBD
Warner Bros. Discovery, Inc.

Communication Services
74
+ 28.79%
$7.69 - $11.46 $569 - $848
331 $3.79M
UAL
United Airlines Holdings, Inc.

Industrials
7
+ 16.28%
$56.15 - $84.23 $393 - $590
50 $3.98M
SRE
Sempra Energy

Utilities
8
+ 13.11%
$63.78 - $78.91 $510 - $631
69 $5.25M
ON
On Semiconductor Corp

Technology
3
+ 5.36%
$31.95 - $54.21 $95.9 - $163
59 $3.09M
TER
Teradyne, Inc

Technology
7
+ 35.0%
$67.96 - $91.05 $476 - $637
27 $2.43M
SQ
Block, Inc.

Technology
10
+ 200.0%
N/A
15 $1M
IR
Ingersoll Rand Inc.

Industrials
7
+ 16.28%
$66.75 - $84.94 $467 - $595
50 $4.16M
EPAM
Epam Systems, Inc.

Technology
3
+ 33.33%
N/A
12 $2.12M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 25.0%
$483.07 - $625.6 $4.35K - $5.63K
45 $23.5M
DECK
Deckers Outdoor Corp

Consumer Cyclical
7
+ 36.84%
$100.44 - $129.37 $703 - $906
26 $2.68M
CVLG
Covenant Logistics Group, Inc.

Industrials
1
+ 0.36%
$17.73 - $24.29 $17.7 - $24.3
279 $6.72M
VTRS
Viatris Inc

Healthcare
51
+ 91.07%
$7.26 - $9.12 $370 - $465
107 $956K
FISV
Fiserv Inc

Technology
29
+ 30.85%
N/A
123 $21.3M
F
Ford Motor CO

Consumer Cyclical
1
+ 0.19%
$8.69 - $10.85 $8.69 - $10.9
518 $5.62M
URBN
Urban Outfitters Inc

Consumer Cyclical
4
+ 200.0%
$43.24 - $75.26 $173 - $301
6 $436K
BIIB
Biogen Inc.

Healthcare
4
+ 22.22%
$113.38 - $135.49 $454 - $542
22 $2.76M
LPL
Lg Display Co., Ltd.

Technology
64
+ 32.0%
$2.56 - $3.57 $164 - $228
264 $903K
SWK
Stanley Black & Decker, Inc.

Industrials
8
+ 25.0%
$55.86 - $76.98 $447 - $616
40 $2.71M
RGTI
Rigetti Computing, Inc.

Technology
1
+ 1.67%
$7.5 - $14.29 $7.5 - $14.3
61 $724K
CHKP
Check Point Software Technologies LTD

Technology
1
+ 100.0%
$204.26 - $233.47 $204 - $233
2 $443K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1
+ 3.7%
$73.0 - $85.5 $73 - $85.5
28 $2.34M
RELX
Relx PLC

Communication Services
3
+ 25.0%
$45.31 - $55.66 $136 - $167
15 $816K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 2.7%
$105.8 - $131.55 $106 - $132
38 $4.85M
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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