Abound Wealth Management Reduced Holdings in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 0.71%
$139.5 - $153.94 $140 - $154
140 $21.3M
WEC
Wec Energy Group, Inc.

Utilities
-1
- 1.82%
$103.66 - $114.59 $104 - $115
54 $6.21M
DUK
Duke Energy Corp

Utilities
-10
- 3.45%
$116.31 - $125.93 $1.16K - $1.26K
280 $34.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1
- 0.2%
$62.54 - $68.42 $62.5 - $68.4
497 $33.5M
URI
United Rentals, Inc.

Industrials
-1
- 7.14%
$774.14 - $975.23 $774 - $975
13 $12.6M
ETN
Eaton Corp PLC

Industrials
-1
- 0.61%
$342.99 - $392.76 $343 - $393
164 $61.3M
MS
Morgan Stanley

Financial Services
-12
- 4.76%
$139.09 - $161.16 $1.67K - $1.93K
240 $38.1M
MU
Micron Technology Inc

Technology
-23
- 12.23%
$104.88 - $168.89 $2.41K - $3.88K
165 $27.6M
Fidelity Covington Trust
-1
- 0.09%
N/A
1.09K $44.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
-4
- 0.87%
$86.92 - $99.32 $348 - $397
455 $44.5M
XOM
Exxon Mobil Corp

Energy
-2
- 0.07%
$105.83 - $117.22 $212 - $234
2.97K $334M
Ge Vernova Inc
-5
- 2.22%
N/A
220 $136M
VSAT
Viasat Inc

Technology
-4
- 0.31%
$14.47 - $32.92 $57.9 - $132
1.29K $37.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 0.37%
$339.37 - $366.46 $1.02K - $1.1K
817 $298M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.3K
- 2.12%
$21.69 - $23.34 $28.1K - $30.3K
59.8K $1.39B
VNQ
Vanguard Specialized Funds Van

ETFs
-104
- 0.26%
$88.47 - $93.24 $9.2K - $9.7K
40.6K $3.71B
GOOG
Alphabet Inc.

Communication Services
-735
- 11.44%
$175.16 - $255.24 $129K - $188K
5.69K $1.39B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-610
- 0.45%
$25.29 - $28.33 $15.4K - $17.3K
135K $3.77B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-714
- 0.54%
$49.43 - $54.52 $35.3K - $38.9K
131K $7.08B
IEMG
Ishares Inc

ETFs
-4.92K
- 1.56%
N/A
310K $20.4B
AAPL
Apple Inc.

Technology
-1.08K
- 2.71%
$202.38 - $256.87 $219K - $278K
38.9K $9.92B
TSLA
Tesla, Inc.

Consumer Cyclical
-867
- 4.49%
$293.94 - $444.72 $255K - $386K
18.5K $8.21B
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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