Abound Wealth Management Sells in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-3.72K
- 95.72%
$60.73 - $64.94 $226K - $241K
166 $10.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.82K
- 80.26%
$58.88 - $64.8 $107K - $118K
448 $26.4M
AFL
Aflac Inc

Financial Services
-332
- 4.59%
$100.37 - $115.27 $33.3K - $38.3K
6.91K $715M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.05K
- 5.25%
$26.63 - $30.23 $28.1K - $31.9K
19K $506M
XLK
Technology Sector Spdr

ETFs
-335
- 99.7%
$220.26 - $241.44 $73.8K - $80.9K
1 $196K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.96K
- 44.75%
$35.45 - $40.33 $69.5K - $79.1K
2.42K $86.8M
AMGN
Amgen Inc

Healthcare
-8
- 0.81%
$258.78 - $328.31 $2.07K - $2.63K
983 $256M
NOC
Northrop Grumman Corp

Industrials
-101
- 80.16%
$466.52 - $543.88 $47.1K - $54.9K
25 $11.5M
ABBV
Abb Vie Inc.

Healthcare
-105
- 7.02%
$164.99 - $203.87 $17.3K - $21.4K
1.39K $247M
MRK
Merck & Co., Inc.

Healthcare
-237
- 19.88%
$96.31 - $114.76 $22.8K - $27.2K
955 $95M
CVX
Chevron Corp

Energy
-213
- 22.47%
$141.15 - $162.53 $30.1K - $34.6K
735 $106M
XLV
Select Sector Spdr Fund Health

ETFs
-192
- 72.45%
$136.28 - $154.74 $26.2K - $29.7K
73 $10M
QCOM
Qualcomm Inc

Technology
-142
- 30.6%
$150.4 - $178.04 $21.4K - $25.3K
322 $49.4M
SQ
Block, Inc.

Technology
-421
- 98.36%
$65.06 - $98.92 $27.4K - $41.6K
7 $616K
AMD
Advanced Micro Devices Inc

Technology
-56
- 12.79%
$118.88 - $172.8 $6.66K - $9.68K
382 $46.2M
GE
General Electric CO

Industrials
-67
- 10.2%
$159.95 - $194.23 $10.7K - $13K
590 $98.3M
LMT
Lockheed Martin Corp

Industrials
-27
- 28.13%
$479.66 - $614.62 $13K - $16.6K
69 $33.5M
NKE
Nike, Inc.

Consumer Cyclical
-198
- 38.08%
$73.36 - $89.13 $14.5K - $17.6K
322 $24.4M
GPN
Global Payments Inc

Industrials
-202
- 84.52%
$97.57 - $119.38 $19.7K - $24.1K
37 $4.13M
T
At&T Inc.

Communication Services
-862
- 36.59%
$21.22 - $23.88 $18.3K - $20.6K
1.49K $34M
DE
Deere & CO

Industrials
-42
- 53.16%
$389.45 - $466.0 $16.4K - $19.6K
37 $15.5M
CVS
Cvs Health Corp

Healthcare
-194
- 40.08%
$43.78 - $67.46 $8.49K - $13.1K
290 $13M
BAX
Baxter International Inc

Healthcare
-402
- 62.52%
$28.63 - $37.84 $11.5K - $15.2K
241 $7.03M
NEM
Newmont Corp

Basic Materials
-275
- 64.25%
$37.0 - $58.68 $10.2K - $16.1K
153 $5.7M
AEP
American Electric Power CO Inc

Utilities
-154
- 71.3%
$90.91 - $102.21 $14K - $15.7K
62 $5.69M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-678
- 70.11%
$20.55 - $23.26 $13.9K - $15.8K
289 $6.09M
AZN
Astrazeneca PLC

Healthcare
-193
- 84.65%
$63.2 - $79.58 $12.2K - $15.4K
35 $2.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 4.88%
$701.85 - $1046.91 $1.4K - $2.09K
39 $28M
ELV
Elevance Health, Inc.

Healthcare
-3
- 3.23%
$365.96 - $514.62 $1.1K - $1.54K
90 $33.1M
CMI
Cummins Inc

Industrials
-48
- 70.59%
$324.93 - $383.42 $15.6K - $18.4K
20 $6.99M
VZ
Verizon Communications Inc

Communication Services
-83
- 3.6%
$39.6 - $45.21 $3.29K - $3.75K
2.22K $88.8M
O
Realty Income Corp

Real Estate
-200
- 58.48%
$51.76 - $64.71 $10.4K - $12.9K
142 $7.58M
USB
Us Bancorp \De\

Financial Services
-337
- 34.42%
$43.98 - $53.66 $14.8K - $18.1K
642 $30.7M
COIN
Coinbase Global, Inc.

Technology
-75
Closed
$163.17 - $343.62 $12.2K - $25.8K
0 $117K
DUK
Duke Energy Corp

Utilities
-70
- 9.67%
$105.76 - $120.76 $7.4K - $8.45K
654 $70.5M
MCHP
Microchip Technology Inc

Technology
-11
- 2.07%
$55.51 - $79.05 $611 - $870
521 $29.9M
BX
Blackstone Inc.

Financial Services
-100
- 42.74%
$148.45 - $199.05 $14.8K - $19.9K
134 $23M
COP
Conocophillips

Energy
-91
- 15.48%
$95.12 - $114.72 $8.66K - $10.4K
497 $49.3M
GILD
Gilead Sciences, Inc.

Healthcare
-170
- 46.58%
$83.95 - $97.9 $14.3K - $16.6K
195 $18M
XOM
Exxon Mobil Corp

Energy
-2
- 0.16%
$105.51 - $125.37 $211 - $251
1.26K $136M
ADBE
Adobe Inc.

Technology
-2
- 1.28%
$437.39 - $552.96 $875 - $1.11K
154 $68.5M
MPC
Marathon Petroleum Corp

Energy
-36
- 12.12%
$131.65 - $174.84 $4.74K - $6.29K
261 $36.4M
AXP
American Express CO

Financial Services
-59
- 26.34%
$267.35 - $305.57 $15.8K - $18K
165 $49M
WDAY
Workday, Inc.

Technology
-121
- 8.4%
$233.85 - $279.91 $28.3K - $33.9K
1.32K $341M
UBER
Uber Technologies, Inc

Technology
-36
- 6.5%
$59.93 - $86.34 $2.16K - $3.11K
518 $31.2M
WM
Waste Management Inc

Industrials
-42
- 14.84%
$201.79 - $228.46 $8.48K - $9.6K
241 $48.6M
GS
Goldman Sachs Group Inc

Financial Services
-33
- 28.95%
$486.1 - $608.57 $16K - $20.1K
81 $46.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-80
- 10.54%
$91.94 - $100.02 $7.36K - $8K
679 $62.9M
HON
Honeywell International Inc

Industrials
-64
- 24.24%
$202.84 - $236.0 $13K - $15.1K
200 $45.2M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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