Abound Wealth Management Incresed Positions in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
477
+ 92.08%
$10.82 - $12.09 $5.16K - $5.77K
995 $11.9M
KMB
Kimberly Clark Corp

Consumer Defensive
64
+ 14.75%
$121.72 - $136.77 $7.79K - $8.75K
498 $61.9M
APH
Amphenol Corp

Technology
6
+ 2.84%
$97.39 - $125.4 $584 - $752
217 $26.9M
DGRO
Ishares Core Dividend Growth E

ETFs
78
+ 46.99%
$64.12 - $68.08 $5K - $5.31K
244 $16.6M
IYF
Ishares Tr

ETFs
42
+ 47.73%
$119.89 - $127.16 $5.04K - $5.34K
130 $16.5M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$139.82 - $155.45 $140 - $155
398 $61.9M
MGC
Vanguard Mega Cap ETF

ETFs
21
+ 80.77%
$224.2 - $245.55 $4.71K - $5.16K
47 $11.5M
VNQI
Vanguard Global Ex U.S. Real

ETFs
110
+ 71.9%
$45.22 - $48.34 $4.97K - $5.32K
263 $12.6M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 6.84%
$215.01 - $273.02 $1.72K - $2.18K
125 $31.3M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
79
+ 1.78%
$11.64 - $15.79 $920 - $1.25K
4.51K $66.1M
SU
Suncor Energy Inc

Energy
116
+ 232.0%
$37.83 - $43.02 $4.39K - $4.99K
166 $6.94M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 8.28%
$157.1 - $178.94 $1.89K - $2.15K
157 $27.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
13
+ 32.5%
$301.44 - $365.84 $3.92K - $4.76K
53 $17.3M
WM
Waste Management Inc

Industrials
37
+ 8.39%
$213.88 - $237.1 $7.91K - $8.77K
478 $106M
KLAC
Kla Corp

Technology
1
+ 4.76%
$843.9 - $1078.6 $844 - $1.08K
22 $23.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 10.29%
$284.45 - $324.95 $1.99K - $2.27K
75 $24M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
25
+ 2.34%
$75.26 - $80.19 $1.88K - $2K
1.1K $87.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.33%
$40.68 - $46.33 $122 - $139
914 $41.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
54
+ 23.79%
$51.78 - $57.89 $2.8K - $3.13K
281 $16.2M
BMY
Bristol Myers Squibb CO

Healthcare
144
+ 7.87%
$43.31 - $48.98 $6.24K - $7.05K
1.97K $89M
AEP
American Electric Power CO Inc

Utilities
33
+ 55.93%
$103.26 - $115.0 $3.41K - $3.8K
92 $10.3M
ITW
Illinois Tool Works Inc

Industrials
14
+ 53.85%
$252.31 - $269.41 $3.53K - $3.77K
40 $10.5M
XLI
Industrial Sector Spdr

ETFs
17
+ 10.56%
$147.94 - $154.99 $2.51K - $2.63K
178 $27.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
29
+ 0.85%
$40.94 - $42.85 $1.19K - $1.24K
3.44K $145M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.31%
$94.17 - $99.95 $188 - $200
654 $65.3M
SBUX
Starbucks Corp

Consumer Cyclical
84
+ 16.03%
$81.9 - $96.86 $6.88K - $8.14K
608 $51.5M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.83%
$159.93 - $187.67 $160 - $188
122 $22.9M
BA
Boeing CO

Industrials
10
+ 5.29%
$209.79 - $237.38 $2.1K - $2.37K
199 $43M
BTG
B2 Gold Corp

Basic Materials
9
+ 0.39%
$3.32 - $4.96 $29.9 - $44.6
2.29K $11.3M
Gsk PLC
68
+ 377.78%
N/A
86 $3.71M
CSCO
Cisco Systems, Inc.

Technology
88
+ 2.77%
$66.2 - $71.79 $5.83K - $6.32K
3.26K $223M
WBD
Warner Bros. Discovery, Inc.

Communication Services
13
+ 3.93%
$10.78 - $19.82 $140 - $258
344 $6.72M
RACE
Ferrari N.V.

Consumer Cyclical
6
+ 600.0%
$436.24 - $517.65 $2.62K - $3.11K
7 $3.4M
XLF
Financial Sector Spdr

ETFs
45
+ 15.41%
$51.37 - $54.25 $2.31K - $2.44K
337 $18.2M
USB
Us Bancorp \De\

Financial Services
23
+ 4.1%
$43.94 - $50.41 $1.01K - $1.16K
584 $28.2M
SNOW
Snowflake Inc.

Technology
2
+ 0.15%
$191.73 - $241.0 $383 - $482
1.37K $308M
CRSP
Crispr Therapeutics Ag

Healthcare
9
+ 7.2%
$48.51 - $68.14 $437 - $613
134 $8.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.47%
$182.33 - $194.5 $182 - $195
216 $41.9M
LMT
Lockheed Martin Corp

Industrials
1
+ 1.82%
$410.74 - $499.21 $411 - $499
56 $28.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.41%
$192.76 - $203.86 $193 - $204
247 $50.2M
GM
General Motors CO

Consumer Cyclical
1
+ 0.5%
$48.89 - $61.24 $48.9 - $61.2
202 $12.3M
KMI
Kinder Morgan, Inc.

Energy
95
+ 34.17%
$26.23 - $28.5 $2.49K - $2.71K
373 $10.6M
SQ
Block, Inc.

Technology
31
+ 206.67%
N/A
46 $3.31M
UBER
Uber Technologies, Inc

Technology
8
+ 2.51%
$86.91 - $99.57 $695 - $797
327 $32M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
72
+ 1200.0%
$24.38 - $30.89 $1.76K - $2.22K
78 $2.4M
XLV
Select Sector Spdr Fund Health

ETFs
14
+ 22.58%
$129.01 - $139.72 $1.81K - $1.96K
76 $10.6M
VZ
Verizon Communications Inc

Communication Services
22
+ 1.19%
$40.84 - $45.06 $898 - $991
1.88K $82.5M
DHI
Horton D R Inc

Consumer Cyclical
2
+ 4.44%
$129.82 - $184.04 $260 - $368
47 $7.98M
HUM
Humana Inc

Healthcare
6
+ 16.67%
$220.41 - $312.0 $1.32K - $1.87K
42 $10.9M
Activity Summary
Buys All Purchases 454 New Holdings 127 Increased Positions 327 Sells All Sells 124 Reductions 123 Sold out 1 Options Calls 0 Puts 0
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