Abound Wealth Management Reduced Holdings in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-1
- 7.14%
$519.19 - $590.78 $519 - $591
13 $7.37M
Sandisk Corp
-18
- 75.0%
N/A
6 $273K
XLV
Select Sector Spdr Fund Health

ETFs
-1
- 1.59%
$128.77 - $144.3 $129 - $144
62 $8.36M
BOTZ
Global X Fds

ETFs
-30
- 75.0%
$24.51 - $32.65 $735 - $980
10 $327K
K
Kellogg CO

Consumer Defensive
-1
- 0.42%
$77.85 - $82.88 $77.9 - $82.9
239 $19M
MLM
Martin Marietta Materials Inc

Basic Materials
-3
- 23.08%
$452.51 - $568.19 $1.36K - $1.7K
10 $5.49M
LEN
Lennar Corp

Consumer Cyclical
-4
- 6.45%
$102.76 - $115.66 $411 - $463
58 $6.38M
ROST
Ross Stores, Inc.

Consumer Cyclical
-5
- 8.77%
$126.62 - $154.26 $633 - $771
52 $6.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 3.7%
$248.61 - $294.96 $249 - $295
26 $7.37M
ECL
Ecolab Inc.

Basic Materials
-14
- 7.04%
$225.65 - $270.95 $3.16K - $3.79K
185 $49.8M
ED
Consolidated Edison Inc

Utilities
-2
- 6.06%
$98.05 - $113.3 $196 - $227
31 $3.13M
ADI
Analog Devices Inc

Technology
-15
- 17.86%
$164.6 - $238.02 $2.47K - $3.57K
69 $16.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1
- 1.92%
$54.33 - $63.56 $54.3 - $63.6
51 $2.83M
A
Agilent Technologies, Inc.

Healthcare
-4
- 9.76%
$99.29 - $120.52 $397 - $482
37 $4.37M
STLD
Steel Dynamics Inc

Basic Materials
-4
- 12.5%
N/A
28 $3.59M
SOXX
Ishares Semiconductor ETF

ETFs
-5
- 29.41%
$154.86 - $239.07 $774 - $1.2K
12 $2.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4
- 0.97%
$51.14 - $57.0 $205 - $228
409 $23.2M
CORT
Corcept Therapeutics Inc

Healthcare
-1
- 16.67%
$62.24 - $91.93 $62.2 - $91.9
5 $367K
HLN
Haleon PLC

Healthcare
-26
- 50.0%
$9.27 - $11.41 $241 - $297
26 $270K
RIO
Rio Tinto PLC

Basic Materials
-4
- 33.33%
$52.32 - $62.75 $209 - $251
8 $467K
SYK
Stryker Corp

Healthcare
-4
- 6.67%
$337.37 - $395.63 $1.35K - $1.58K
56 $22M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-11
- 19.64%
$12.23 - $15.46 $135 - $170
45 $680K
GDDY
Go Daddy Inc.

Technology
-1
- 4.35%
$162.11 - $192.36 $162 - $192
22 $3.96M
EBAY
Ebay Inc

Consumer Cyclical
-13
- 10.92%
$59.52 - $79.36 $774 - $1.03K
106 $7.89M
SLG
Sl Green Realty Corp

Real Estate
-3
- 50.0%
$47.9 - $65.94 $144 - $198
3 $186K
MNST
Monster Beverage Corp

Consumer Defensive
-13
- 8.18%
$55.01 - $64.24 $715 - $835
146 $9.15M
MMM
3 M CO

Industrials
-7
- 4.05%
$126.09 - $154.15 $883 - $1.08K
166 $25.3M
Wk Kellogg CO
-5
- 45.45%
N/A
6 $96K
Super Micro Computer Inc
-28
- 32.94%
N/A
57 $2.79M
AROC
Archrock, Inc.

Energy
-4
- 36.36%
$21.0 - $27.11 $84 - $108
7 $174K
ADMA
Adma Biologics, Inc.

Healthcare
-5
- 33.33%
$17.6 - $24.51 $88 - $123
10 $183K
Siriusxm Holdings Inc
-20
- 2.41%
N/A
810 $18.6M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-1
- 33.33%
$78.57 - $89.09 $78.6 - $89.1
2 $160K
NWSA
News Corp

Communication Services
-5
- 21.74%
$23.97 - $29.72 $120 - $149
18 $535K
MSEX
Middlesex Water CO

Utilities
-1
- 33.33%
$54.18 - $66.57 $54.2 - $66.6
2 $109K
EQNR
Equinor Asa

Energy
-2
- 10.0%
$22.04 - $28.08 $44.1 - $56.2
18 $453K
HMC
Honda Motor CO LTD

Consumer Cyclical
-4
- 19.05%
$25.0 - $30.93 $100 - $124
17 $491K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-2
- 7.69%
$11.11 - $14.46 $22.2 - $28.9
24 $301K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-2
- 25.0%
$22.73 - $29.21 $45.5 - $58.4
6 $162K
AIQ
Global X Funds Global X Artifi

ETFs
-24
- 17.91%
$31.5 - $43.69 $756 - $1.05K
110 $4.81M
AKR
Acadia Realty Trust

Real Estate
-2
- 15.38%
$17.49 - $21.18 $35 - $42.4
11 $205K
TALO
Talos Energy Inc.

Energy
-5
- 27.78%
$6.38 - $9.56 $31.9 - $47.8
13 $111K
Core Laboratories Inc
-2
- 20.0%
N/A
8 $93K
NWL
Newell Brands Inc.

Consumer Defensive
-6
- 23.08%
$4.48 - $6.27 $26.9 - $37.6
20 $108K
VCEL
Vericel Corp

Healthcare
-1
- 25.0%
$37.92 - $45.7 $37.9 - $45.7
3 $128K
DNOW
Now Inc.

Energy
-2
- 22.22%
$14.18 - $17.31 $28.4 - $34.6
7 $104K
YELP
Yelp Inc

Communication Services
-1
- 20.0%
$32.56 - $40.93 $32.6 - $40.9
4 $138K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-1
- 25.0%
$34.1 - $47.63 $34.1 - $47.6
3 $135K
DHI
Horton D R Inc

Consumer Cyclical
-1
- 2.17%
$115.1 - $129.63 $115 - $130
45 $5.82M
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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