Abound Wealth Management Sells in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-318
- 8.65%
$113.01 - $154.34 $35.9K - $49.1K
3.36K $426M
MSFT
Microsoft Corp

Technology
-20
- 0.35%
$395.15 - $467.56 $7.9K - $9.35K
5.63K $2.42B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.29K
- 24.48%
$59.93 - $66.52 $77.4K - $85.9K
3.99K $265M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-767
- 33.61%
$77.02 - $85.06 $59.1K - $65.2K
1.52K $128M
CEG
Constellation Energy Corp

Utilities
-242
- 80.13%
$167.08 - $262.86 $40.4K - $63.6K
60 $15.6M
VV
Vanguard Large Cap ETF

ETFs
-870
- 6.01%
$236.92 - $263.4 $206K - $229K
13.6K $3.58B
EXC
Exelon Corp

Utilities
-726
- 81.39%
$34.24 - $40.55 $24.9K - $29.4K
166 $6.75M
KEY
Keycorp

Financial Services
-1.72K
- 88.93%
$13.95 - $17.34 $24K - $29.8K
214 $3.59M
INTC
Intel Corp

Technology
-543
- 40.04%
$18.9 - $34.87 $10.3K - $18.9K
813 $19.1M
VGT
Vanguard Information Technolog

ETFs
-43
- 11.56%
$514.43 - $606.85 $22.1K - $26.1K
329 $193M
TXN
Texas Instruments Inc

Technology
-120
- 23.81%
$194.6 - $194.6 $23.4K - $23.4K
384 $79.3M
IAU
Ishares Gold Trust

ETFs
-432
- 50.47%
$44.06 - $50.5 $19K - $21.8K
424 $21.1M
HON
Honeywell International Inc

Industrials
-59
- 18.27%
$196.73 - $220.21 $11.6K - $13K
264 $54.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-177
- 30.89%
$102.05 - $114.97 $18.1K - $20.3K
396 $45.5M
VZ
Verizon Communications Inc

Communication Services
-507
- 18.04%
$38.89 - $45.0 $19.7K - $22.8K
2.3K $103M
COP
Conocophillips

Energy
-50
- 7.84%
$102.3 - $116.61 $5.12K - $5.83K
588 $61.9M
OTTR
Otter Tail Corp

Utilities
-1
- 0.09%
$75.49 - $100.47 $75.5 - $100
1.15K $90M
VDE
Vanguard Energy ETF

ETFs
-56
- 12.67%
$117.44 - $131.06 $6.58K - $7.34K
386 $47.3M
BA
Boeing CO

Industrials
-3
- 1.08%
$152.04 - $190.6 $456 - $572
274 $41.7M
ALGN
Align Technology Inc

Healthcare
-39
- 35.14%
$204.03 - $257.2 $7.96K - $10K
72 $18.3M
BAC
Bank Of America Corp

Financial Services
-197
- 3.31%
$36.65 - $44.13 $7.22K - $8.69K
5.75K $228M
ZS
Zscaler, Inc.

Technology
-3
- 0.98%
$155.9 - $204.47 $468 - $613
303 $51.8M
SMCI
Super Micro Computer, Inc.

Technology
-3
- 23.08%
$386.46 - $909.96 $1.16K - $2.73K
10 $4.16M
Atlassian Corporation
-4
- 1.29%
N/A
306 $48.6M
MCHP
Microchip Technology Inc

Technology
-3
- 0.56%
$72.0 - $95.98 $216 - $288
532 $42.7M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-6
- 4.2%
$63.56 - $107.36 $381 - $644
137 $9.63M
FIVN
Five9, Inc.

Technology
-66
- 36.87%
$26.99 - $46.76 $1.78K - $3.09K
113 $3.25M
IPGP
Ipg Photonics Corp

Technology
-40
- 30.77%
$62.31 - $90.65 $2.49K - $3.63K
90 $6.69M
HUM
Humana Inc

Healthcare
-1
- 1.49%
$310.25 - $404.52 $310 - $405
66 $20.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-29
- 43.28%
$135.05 - $148.35 $3.92K - $4.3K
38 $5.41M
EW
Edwards Lifesciences Corp

Healthcare
-12
- 10.34%
$59.7 - $93.78 $716 - $1.13K
104 $6.86M
HPQ
Hp Inc

Technology
-102
- 34.58%
$32.02 - $38.11 $3.27K - $3.89K
193 $6.92M
GE
General Electric CO

Industrials
-143
- 17.88%
$156.66 - $189.66 $22.4K - $27.1K
657 $124M
DXCM
Dexcom Inc

Healthcare
-7
- 11.67%
$64.0 - $116.06 $448 - $812
53 $3.55M
PICK
Ishares Inc Msci Global Select

ETFs
-138
- 11.06%
$36.29 - $43.35 $5.01K - $5.98K
1.11K $48M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-57
- 98.28%
$48.06 - $49.39 $2.74K - $2.82K
1 $56K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-23
- 79.31%
$117.9 - $128.2 $2.71K - $2.95K
6 $775K
DG
Dollar General Corp

Consumer Defensive
-11
- 31.43%
$80.41 - $132.42 $885 - $1.46K
24 $2.03M
MTD
Mettler Toledo International Inc

Healthcare
-2
- 50.0%
$1308.0 - $1521.03 $2.62K - $3.04K
2 $3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-31
- 9.01%
$116.79 - $133.54 $3.62K - $4.14K
313 $41.3M
TRMB
Trimble Inc.

Technology
-51
- 45.95%
$49.82 - $62.06 $2.54K - $3.17K
60 $3.73M
KHC
Kraft Heinz CO

Consumer Defensive
-83
- 50.92%
$31.86 - $36.13 $2.64K - $3K
80 $2.82M
TROW
Price T Rowe Group Inc

Financial Services
-19
- 41.3%
$101.71 - $120.75 $1.93K - $2.29K
27 $2.95M
NUE
Nucor Corp

Basic Materials
-9
- 7.56%
$137.77 - $166.14 $1.24K - $1.5K
110 $16.6M
IDXX
Idexx Laboratories Inc

Healthcare
-5
- 23.81%
$455.08 - $517.19 $2.28K - $2.59K
16 $8.03M
F
Ford Motor CO

Consumer Cyclical
-13
- 1.3%
$9.71 - $14.55 $126 - $189
988 $10.4M
TFC
Truist Financial Corp

Financial Services
-147
- 13.69%
$38.22 - $44.94 $5.62K - $6.61K
927 $39.7M
VLO
Valero Energy Corp

Energy
-5
- 8.2%
$132.81 - $163.48 $664 - $817
56 $7.58M
TER
Teradyne, Inc

Technology
-10
- 26.32%
$114.25 - $163.0 $1.14K - $1.63K
28 $3.75M
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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