Abound Wealth Management Sells in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-8.71K
- 16.94%
$243.75 - $303.93 $2.12M - $2.65M
42.7K $13B
VNQ
Vanguard Specialized Funds Van

ETFs
-3.79K
- 8.53%
$79.79 - $91.42 $303K - $347K
40.7K $3.62B
NSC
Norfolk Southern Corp

Industrials
-1.65K
- 90.99%
$206.34 - $257.46 $340K - $424K
163 $41.8M
IEMG
Ishares Inc

ETFs
-37.6K
- 10.67%
N/A
315K $18.9B
AFL
Aflac Inc

Financial Services
-575
- 8.35%
$99.77 - $112.45 $57.4K - $64.7K
6.31K $665M
UNH
Unitedhealth Group Inc

Healthcare
-50
- 18.87%
$274.35 - $599.47 $13.7K - $30K
215 $67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-402
- 65.15%
$152.42 - $182.82 $61.3K - $73.5K
215 $39.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.22K
- 86.58%
$45.11 - $52.34 $55K - $63.8K
189 $9.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
-905
- 37.95%
$82.96 - $110.1 $75.1K - $99.6K
1.48K $163M
GLD
Spdr Gold Trust

ETFs
-210
- 41.58%
$273.71 - $316.29 $57.5K - $66.4K
295 $89.9M
AGCO
Agco Corp

Industrials
-580
- 96.67%
$75.77 - $108.43 $43.9K - $62.9K
20 $2.06M
EFV
Msci Eafe Value ETF

ETFs
-917
- 69.95%
$52.4 - $64.65 $48.1K - $59.3K
394 $25M
STRV
Ea Ser Tr Strive 500 ETF
-1.31K
Closed
N/A
0 $20K
DAL
Delta Air Lines, Inc.

Industrials
-1K
- 83.14%
$35.88 - $52.99 $35.9K - $53K
203 $9.97M
IVE
Ishares S&P 500 Value ETF

ETFs
-188
- 62.46%
$168.34 - $195.42 $31.6K - $36.7K
113 $22M
V
Visa Inc.

Financial Services
-110
- 12.69%
$308.27 - $373.31 $33.9K - $41.1K
757 $269M
JNJ
Johnson & Johnson

Healthcare
-135
- 13.04%
$146.36 - $159.82 $19.8K - $21.6K
900 $138M
PEP
Pepsico Inc

Consumer Defensive
-169
- 29.55%
$128.02 - $151.37 $21.6K - $25.6K
403 $53.3M
BDX
Becton Dickinson & CO

Healthcare
-103
- 57.87%
$165.15 - $226.42 $17K - $23.3K
75 $12.9M
AIR
Aar Corp

Industrials
-434
- 99.54%
$48.56 - $69.04 $21.1K - $30K
2 $138K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-456
- 47.8%
$50.08 - $63.14 $22.8K - $28.8K
498 $31.4M
EMB
Ishares Tr

ETFs
-227
- 99.56%
$86.54 - $92.62 $19.6K - $21K
1 $109K
TGT
Target Corp

Consumer Defensive
-180
- 49.05%
$88.76 - $105.77 $16K - $19K
187 $18.5M
WDAY
Workday, Inc.

Technology
-102
- 9.16%
$210.47 - $274.71 $21.5K - $28K
1.01K $243M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-102
- 42.68%
$180.84 - $240.32 $18.4K - $24.5K
137 $33M
SBUX
Starbucks Corp

Consumer Cyclical
-115
- 18.0%
$79.69 - $99.41 $9.16K - $11.4K
524 $48M
NVO
Novo Nordisk A S

Healthcare
-209
- 86.72%
$58.08 - $81.05 $12.1K - $16.9K
32 $2.23M
CMCSA
Comcast Corp

Communication Services
-334
- 26.07%
$32.84 - $36.72 $11K - $12.3K
947 $33.8M
DVN
Devon Energy Corp

Energy
-301
- 79.63%
$26.8 - $37.92 $8.07K - $11.4K
77 $2.44M
NEE
Nextera Energy Inc

Utilities
-149
- 40.49%
$64.11 - $75.0 $9.55K - $11.2K
219 $15.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-150
- 76.14%
$55.54 - $69.09 $8.33K - $10.4K
47 $3.25M
FANG
Diamondback Energy, Inc.

Energy
-50
- 53.76%
$119.25 - $161.49 $5.96K - $8.07K
43 $5.95M
BA
Boeing CO

Industrials
-85
- 31.02%
$136.59 - $217.51 $11.6K - $18.5K
189 $39.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 12.0%
$390.26 - $489.06 $2.34K - $2.93K
44 $17.8M
ELV
Elevance Health, Inc.

Healthcare
-7
- 8.33%
$372.27 - $452.69 $2.61K - $3.17K
77 $30M
ITW
Illinois Tool Works Inc

Industrials
-26
- 50.0%
$218.41 - $252.43 $5.68K - $6.56K
26 $6.45M
HPQ
Hp Inc

Technology
-202
- 45.19%
$21.88 - $29.32 $4.42K - $5.92K
245 $5.98M
ABNB
Airbnb, Inc.

Consumer Cyclical
-331
- 11.37%
$105.69 - $140.64 $35K - $46.6K
2.58K $342M
MGC
Vanguard Mega Cap ETF

ETFs
-32
- 55.17%
$179.23 - $224.92 $5.74K - $7.2K
26 $5.85M
CE
Celanese Corp

Basic Materials
-100
- 94.34%
$37.49 - $59.36 $3.75K - $5.94K
6 $332K
VDE
Vanguard Energy ETF

ETFs
-2
- 0.4%
$105.87 - $130.56 $212 - $261
499 $59.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 6.49%
$421.16 - $509.5 $2.11K - $2.55K
72 $31.9M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 2.15%
$335.24 - $380.78 $4.69K - $5.33K
637 $233M
IWS
Ishares Russell Midcap Value E

ETFs
-50
- 22.42%
$110.58 - $132.14 $5.53K - $6.61K
173 $22.8M
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 10.31%
$220.99 - $268.54 $2.21K - $2.69K
87 $20.8M
OVV
Ovintiv Inc.

Energy
-7
- 0.7%
$31.18 - $44.14 $218 - $309
1K $38.1M
NKE
Nike, Inc.

Consumer Cyclical
-99
- 34.49%
$53.27 - $72.04 $5.27K - $7.13K
188 $13.3M
SHW
Sherwin Williams CO

Basic Materials
-13
- 20.97%
$313.51 - $363.51 $4.08K - $4.73K
49 $16.9M
FDX
Fedex Corp

Industrials
-11
- 8.33%
$198.07 - $245.17 $2.18K - $2.7K
121 $27.5M
Activity Summary
Buys All Purchases 321 New Holdings 86 Increased Positions 235 Sells All Sells 257 Reductions 256 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email