Abound Wealth Management Reduced Holdings in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LDOS
Leidos Holdings, Inc.

Technology
-10
- 25.0%
$126.82 - $161.11 $1.27K - $1.61K
30 $4.05M
ROP
Roper Technologies Inc

Industrials
-5
- 26.32%
$502.71 - $593.81 $2.51K - $2.97K
14 $8.26M
SJM
J M Smucker CO

Consumer Defensive
-16
- 61.54%
$100.41 - $118.41 $1.61K - $1.89K
10 $1.19M
MTB
M&T Bank Corp

Financial Services
-8
- 26.67%
$170.47 - $201.98 $1.36K - $1.62K
22 $3.95M
STT
State Street Corp

Financial Services
-14
- 26.92%
$84.47 - $102.23 $1.18K - $1.43K
38 $3.42M
ASML
Asml Holding Nv

Technology
-2
- 20.0%
$662.63 - $776.99 $1.33K - $1.55K
8 $5.3M
AMT
American Tower Corp

Real Estate
-21
- 24.14%
$173.46 - $217.6 $3.64K - $4.57K
66 $14.4M
TER
Teradyne, Inc

Technology
-6
- 23.08%
$82.6 - $140.0 $496 - $840
20 $1.65M
CBRE
Cbre Group, Inc.

Real Estate
-12
- 12.0%
$121.79 - $147.13 $1.46K - $1.77K
88 $11.5M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 12.5%
$953.54 - $1132.42 $954 - $1.13K
7 $7.4M
ON
On Semiconductor Corp

Technology
-5
- 8.2%
$40.69 - $64.51 $203 - $323
56 $2.28M
MNST
Monster Beverage Corp

Consumer Defensive
-47
- 22.82%
$46.16 - $58.58 $2.17K - $2.75K
159 $9.31M
MU
Micron Technology Inc

Technology
-24
- 11.32%
$86.89 - $109.38 $2.09K - $2.63K
188 $16.4M
GPN
Global Payments Inc

Industrials
-10
- 27.03%
$92.18 - $113.03 $922 - $1.13K
27 $2.64M
VICI
Vici Properties Inc.

Real Estate
-71
- 29.34%
$28.21 - $32.68 $2K - $2.32K
171 $5.58M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-6
- 23.08%
$157.11 - $206.52 $943 - $1.24K
20 $3.36M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-19
- 28.79%
$106.31 - $123.73 $2.02K - $2.35K
47 $5.8M
UAL
United Airlines Holdings, Inc.

Industrials
-3
- 6.52%
$69.05 - $110.52 $207 - $332
43 $2.97M
RMD
Resmed Inc

Healthcare
-6
- 27.27%
$219.7 - $257.65 $1.32K - $1.55K
16 $3.58M
IR
Ingersoll Rand Inc.

Industrials
-11
- 20.37%
$79.44 - $94.23 $874 - $1.04K
43 $3.44M
INCY
Incyte Corp

Healthcare
-16
- 30.77%
$60.0 - $75.26 $960 - $1.2K
36 $2.18M
KLAC
Kla Corp

Technology
-4
- 15.38%
$636.62 - $777.63 $2.55K - $3.11K
22 $15.2M
ROK
Rockwell Automation, Inc

Industrials
-4
- 23.53%
$255.29 - $303.75 $1.02K - $1.22K
13 $3.37M
IFF
International Flavors & Fragrances Inc

Basic Materials
-14
- 32.56%
$76.48 - $87.72 $1.07K - $1.23K
29 $2.25M
EFX
Equifax Inc

Industrials
-5
- 26.32%
$235.63 - $278.34 $1.18K - $1.39K
14 $3.41M
ALL
Allstate Corp

Financial Services
-9
- 25.71%
$180.99 - $210.18 $1.63K - $1.89K
26 $5.38M
IDXX
Idexx Laboratories Inc

Healthcare
-3
- 27.27%
$406.29 - $469.04 $1.22K - $1.41K
8 $3.36M
JCI
Johnson Controls International PLC

Industrials
-19
- 13.1%
$76.12 - $90.6 $1.45K - $1.72K
126 $10.1M
TRV
Travelers Companies, Inc.

Financial Services
-14
- 13.46%
$232.43 - $265.13 $3.25K - $3.71K
90 $23.8M
FSLR
First Solar, Inc.

Technology
-3
- 20.0%
$126.34 - $197.73 $379 - $593
12 $1.52M
NRG
Nrg Energy, Inc.

Utilities
-15
- 35.71%
$84.82 - $113.33 $1.27K - $1.7K
27 $2.58M
INTC
Intel Corp

Technology
-150
- 18.03%
$19.1 - $27.39 $2.87K - $4.11K
682 $15.5M
TRGP
Targa Resources Corp.

Energy
-11
- 26.83%
$178.44 - $217.22 $1.96K - $2.39K
30 $6.11M
XEL
Xcel Energy Inc

Utilities
-21
- 23.33%
$63.37 - $72.1 $1.33K - $1.51K
69 $4.9M
MKC
Mccormick & CO Inc

Consumer Defensive
-20
- 25.97%
$71.24 - $84.73 $1.42K - $1.69K
57 $4.73M
NWSA
News Corp

Communication Services
-42
- 64.62%
$26.29 - $30.49 $1.1K - $1.28K
23 $627K
PODD
Insulet Corp

Healthcare
-5
- 35.71%
$237.06 - $288.29 $1.19K - $1.44K
9 $2.36M
BKR
Baker Hughes CO

Energy
-36
- 23.84%
$41.16 - $48.85 $1.48K - $1.76K
115 $5.06M
PSX
Phillips 66

Energy
-16
- 19.75%
$113.93 - $131.55 $1.82K - $2.1K
65 $8.05M
WAT
Waters Corp

Healthcare
-3
- 27.27%
$362.16 - $417.28 $1.09K - $1.25K
8 $3.05M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-111
- 30.16%
$9.47 - $11.46 $1.05K - $1.27K
257 $2.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-689
- 3.62%
$25.81 - $28.52 $17.8K - $19.7K
18.3K $505M
IP
International Paper CO

Consumer Cyclical
-20
- 28.57%
$49.38 - $60.09 $988 - $1.2K
50 $2.67M
CF
Cf Industries Holdings, Inc.

Basic Materials
-10
- 23.81%
$75.03 - $97.25 $750 - $973
32 $2.5M
EXR
Extra Space Storage Inc.

Real Estate
-7
- 25.93%
$143.8 - $161.28 $1.01K - $1.13K
20 $2.97M
GRMN
Garmin LTD

Technology
-7
- 15.91%
$204.55 - $241.93 $1.43K - $1.69K
37 $8.04M
ES
Eversource Energy

Utilities
-24
- 24.74%
$55.63 - $63.8 $1.34K - $1.53K
73 $4.54M
HES
Hess Corp

Energy
-14
- 31.11%
$135.42 - $160.52 $1.9K - $2.25K
31 $4.96M
GLW
Corning Inc

Technology
-3
- 0.59%
$44.91 - $54.25 $135 - $163
505 $23.1M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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