Abound Wealth Management Incresed Positions in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLN
Haleon PLC

Healthcare
242
+ 930.77%
$8.72 - $10.35 $2.11K - $2.5K
268 $2.4M
KEY
Keycorp

Financial Services
18
+ 1.28%
$17.37 - $19.39 $313 - $349
1.42K $26.6M
LKQ
Lkq Corp

Consumer Cyclical
73
+ 365.0%
$29.24 - $39.21 $2.13K - $2.86K
93 $2.84M
SCHW
Schwab Charles Corp

Financial Services
10
+ 3.77%
$91.03 - $98.69 $910 - $987
275 $26.2M
PH
Parker Hannifin Corp

Industrials
1
+ 4.35%
$697.13 - $769.67 $697 - $770
24 $18.4M
CCL
Carnival Corp

Consumer Cyclical
54
+ 9.06%
$28.37 - $32.49 $1.53K - $1.75K
650 $18.8M
NRG
Nrg Energy, Inc.

Utilities
12
+ 44.44%
$144.77 - $173.91 $1.74K - $2.09K
39 $6.32M
PFE
Pfizer Inc

Healthcare
23
+ 2.06%
$23.29 - $25.88 $536 - $595
1.14K $29M
VGIT
Vanguard Intermediate Term Tre

ETFs
31
+ 17.32%
$58.97 - $60.36 $1.83K - $1.87K
210 $12.6M
CBRE
Cbre Group, Inc.

Real Estate
2
+ 2.27%
$137.04 - $165.9 $274 - $332
90 $14.2M
AIG
American International Group, Inc.

Financial Services
34
+ 28.33%
$76.34 - $85.87 $2.6K - $2.92K
154 $12.1M
CRM
Salesforce, Inc.

Technology
120
+ 16.0%
$231.66 - $273.65 $27.8K - $32.8K
870 $206M
BDX
Becton Dickinson & CO

Healthcare
4
+ 5.33%
$172.41 - $199.66 $690 - $799
79 $14.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
77
+ 16.67%
$65.64 - $78.22 $5.05K - $6.02K
539 $36.2M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.94%
$75.33 - $100.77 $75.3 - $101
107 $9.71M
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 7.69%
$90.65 - $109.75 $453 - $549
70 $7.63M
GIS
General Mills Inc

Consumer Defensive
35
+ 45.45%
$48.44 - $53.83 $1.7K - $1.88K
112 $5.65M
VLO
Valero Energy Corp

Energy
2
+ 5.88%
$131.77 - $175.63 $264 - $351
36 $6.18M
ABR
Arbor Realty Trust Inc

Real Estate
125
+ 1136.36%
$10.7 - $12.21 $1.34K - $1.53K
136 $1.66M
TM
Toyota Motor Corp

Consumer Cyclical
7
+ 116.67%
$167.86 - $202.79 $1.18K - $1.42K
13 $2.49M
DASH
Door Dash, Inc.

Communication Services
2
+ 5.56%
$234.5 - $272.5 $469 - $545
38 $10.3M
LEN
Lennar Corp

Consumer Cyclical
3
+ 5.17%
$107.73 - $142.4 $323 - $427
61 $7.73M
EW
Edwards Lifesciences Corp

Healthcare
17
+ 19.54%
$73.75 - $81.83 $1.25K - $1.39K
104 $8.12M
CVS
Cvs Health Corp

Healthcare
1
+ 0.52%
$58.75 - $76.5 $58.8 - $76.5
195 $14.7M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 1.11%
$250.62 - $279.43 $251 - $279
91 $25.3M
XEL
Xcel Energy Inc

Utilities
4
+ 5.8%
$67.56 - $80.65 $270 - $323
73 $5.91M
CSX
Csx Corp

Industrials
1
+ 0.27%
$32.05 - $36.52 $32.1 - $36.5
374 $13.3M
ECL
Ecolab Inc.

Basic Materials
1
+ 0.54%
$259.39 - $285.47 $259 - $285
186 $50.9M
EBR
Brazilian Electric Power CO

Utilities
100
+ 294.12%
$6.75 - $9.92 $675 - $992
134 $1.33M
ADM
Archer Daniels Midland CO

Consumer Defensive
10
+ 14.71%
$53.54 - $64.21 $535 - $642
78 $4.67M
D
Dominion Energy, Inc

Utilities
1
+ 0.46%
$56.32 - $62.1 $56.3 - $62.1
218 $13.3M
SRE
Sempra Energy

Utilities
1
+ 1.45%
$74.14 - $89.98 $74.1 - $90
70 $6.31M
RF
Regions Financial Corp

Financial Services
14
+ 6.03%
$24.03 - $27.41 $336 - $384
246 $6.49M
CTSH
Cognizant Technology Solutions Corp

Technology
35
+ 29.41%
$66.67 - $80.98 $2.33K - $2.83K
154 $10.3M
UAL
United Airlines Holdings, Inc.

Industrials
1
+ 2.0%
$80.05 - $109.36 $80.1 - $109
51 $4.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 21.28%
$68.24 - $73.73 $682 - $737
57 $4.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12
+ 1.14%
$52.39 - $53.11 $629 - $637
1.07K $56.6M
FIW
First Trust Water ETF

ETFs
1
+ 0.5%
$107.54 - $115.08 $108 - $115
201 $22.6M
ETR
Entergy Corp

Utilities
1
+ 1.2%
$80.93 - $93.55 $80.9 - $93.6
84 $7.83M
HST
Host Hotels & Resorts, Inc.

Real Estate
50
+ 5000.0%
$15.27 - $17.68 $764 - $884
51 $871K
PWR
Quanta Services, Inc.

Industrials
1
+ 7.14%
$372.29 - $421.68 $372 - $422
15 $6.14M
PCG
Pg&E Corp

Utilities
38
+ 17.19%
$13.0 - $15.73 $494 - $598
259 $3.91M
NUE
Nucor Corp

Basic Materials
5
+ 20.0%
$133.3 - $150.33 $667 - $752
30 $4.07M
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 6.45%
$205.16 - $239.07 $410 - $478
33 $7.57M
STT
State Street Corp

Financial Services
4
+ 10.53%
$102.01 - $117.25 $408 - $469
42 $4.84M
EIX
Edison International

Utilities
10
+ 18.52%
$50.42 - $56.35 $504 - $564
64 $3.54M
MNST
Monster Beverage Corp

Consumer Defensive
1
+ 0.68%
$58.65 - $67.31 $58.7 - $67.3
147 $9.87M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 33.33%
$311.12 - $482.13 $311 - $482
4 $1.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11
+ 0.8%
$26.44 - $27.1 $291 - $298
1.38K $37.1M
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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