Abound Wealth Management Reduced Holdings in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Veralto Corp
-5
- 7.81%
N/A
59 $6.6M
AKAM
Akamai Technologies Inc

Technology
-2
- 3.08%
N/A
63 $6.36M
IGV
Ishares Expanded Tech Software

ETFs
-10
- 1.67%
$77.94 - $89.37 $779 - $894
590 $52.8M
MET
Metlife Inc

Financial Services
-9
- 7.56%
$67.96 - $82.48 $612 - $742
110 $9.04M
PECO
Phillips Edison & Company, Inc.

Real Estate
-7
- 3.23%
$32.1 - $38.93 $225 - $273
210 $7.91M
SRE
Sempra Energy

Utilities
-2
- 1.35%
$74.97 - $84.04 $150 - $168
146 $12.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1
- 0.95%
$210.25 - $231.86 $210 - $232
104 $23.1M
CSGP
Costar Group, Inc.

Real Estate
-2
- 0.16%
$71.59 - $79.61 $143 - $159
1.29K $97M
DHR
Danaher Corp

Healthcare
-17
- 7.59%
$239.25 - $280.76 $4.07K - $4.77K
207 $57.6M
PLD
Prologis, Inc.

Real Estate
-4
- 2.34%
$111.95 - $132.43 $448 - $530
167 $21.1M
GLW
Corning Inc

Technology
-7
- 1.42%
$37.76 - $46.2 $264 - $323
485 $21.9M
CARR
Carrier Global Corp

Industrials
-2
- 1.17%
$61.9 - $80.88 $124 - $162
169 $13.6M
NKE
Nike, Inc.

Consumer Cyclical
-49
- 8.61%
$71.09 - $89.44 $3.48K - $4.38K
520 $45.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 3.19%
$386.81 - $423.12 $3.09K - $3.38K
243 $103M
PGR
Progressive Corp

Financial Services
-1
- 0.86%
$209.46 - $259.24 $209 - $259
115 $29.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4
- 1.91%
$156.14 - $187.2 $625 - $749
205 $38M
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 1.27%
$213.3 - $270.78 $427 - $542
156 $42.3M
XLU
Utilities Sector Spdr

ETFs
-40
- 4.01%
$67.67 - $80.78 $2.71K - $3.23K
957 $77.3M
FNDF
Schwab Fundamental Intl Large

ETFs
-18
- 0.36%
$33.67 - $37.71 $606 - $679
5.01K $187M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.49K
- 5.4%
$36.98 - $41.55 $55.2K - $62.1K
26.2K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.66%
$245.82 - $304.51 $492 - $609
300 $91.5M
FITB
Fifth Third Bancorp

Financial Services
-2
- 0.08%
$36.01 - $43.64 $72 - $87.3
2.44K $105M
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.33%
$182.15 - $182.15 $729 - $729
1.23K $243M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-4
- 0.25%
$39.32 - $61.32 $157 - $245
1.61K $95.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 0.36%
$434.77 - $502.96 $4.35K - $5.03K
2.8K $1.37B
Sila Realty Trust Inc
-57
- 0.89%
N/A
6.36K $161M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-151
- 1.14%
$113.41 - $125.62 $17.1K - $19K
13.2K $1.65B
AFL
Aflac Inc

Financial Services
-352
- 4.64%
$88.52 - $111.8 $31.2K - $39.4K
7.24K $809M
OKE
Oneok Inc

Energy
-700
- 2.23%
$78.62 - $95.27 $55K - $66.7K
30.8K $2.8B
IEFA
Ishares Tr

ETFs
-2.65K
- 2.62%
$70.09 - $78.74 $185K - $208K
98.4K $7.68B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.9K
- 1.51%
$61.11 - $67.85 $238K - $265K
254K $17.3B
VB
Vanguard Small Cap ETF

ETFs
-335
- 0.68%
$214.77 - $237.72 $71.9K - $79.6K
49.1K $11.6B
VEA
Vanguard Ftse Developed Market

ETFs
-2.26K
- 0.46%
$47.6 - $53.31 $107K - $120K
485K $25.6B
Activity Summary
Buys All Purchases 530 New Holdings 202 Increased Positions 328 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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