Abound Financial, LLC New Holdings in Q1 2025

Abound Financial, LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.32K
New
$95.85 - $99.25 $318K - $329K
3.32K $328M
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
New
$117.15 - $158.79 $193K - $262K
1.65K $262M
UNH
Unitedhealth Group Inc

Healthcare
356
New
$461.52 - $548.18 $164K - $195K
356 $186M
VRSN
Verisign Inc

Technology
730
New
$205.1 - $254.74 $150K - $186K
730 $185M
AOA
Ishares Tr Core Aggressive All

ETFs
2.41K
New
$75.7 - $80.01 $182K - $193K
2.41K $184M
IWF
Ishares Russell 1000 Gr ETF

ETFs
489
New
$360.07 - $417.26 $176K - $204K
489 $177M
ELV
Elevance Health, Inc.

Healthcare
405
New
$365.9 - $436.25 $148K - $177K
405 $176M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.76K
New
$57.21 - $65.8 $158K - $182K
2.76K $161M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.44K
New
$101.42 - $113.2 $146K - $163K
1.44K $159M
QUAL
Ishares Msci Usa Quality Facto

ETFs
924
New
$168.16 - $186.21 $155K - $172K
924 $158M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
278
New
$507.05 - $563.67 $141K - $157K
278 $143M
IEFA
Ishares Tr

ETFs
1.73K
New
$69.57 - $78.65 $120K - $136K
1.73K $131M
SPY
Spdr S&P 500 ETF Trust

ETFs
225
New
$551.42 - $612.93 $124K - $138K
225 $126M
CMF
Ishares California Muni Bond E

ETFs
2.2K
New
$55.93 - $57.47 $123K - $127K
2.2K $124M
LLY
Eli Lilly & CO

Healthcare
150
New
$725.72 - $929.72 $109K - $139K
150 $124M
PG
Procter & Gamble CO

Consumer Defensive
714
New
$158.56 - $176.26 $113K - $126K
714 $122M
CVX
Chevron Corp

Energy
699
New
$146.71 - $167.97 $103K - $117K
699 $117M
WMT
Walmart Inc.

Consumer Defensive
1.32K
New
$84.5 - $105.05 $112K - $139K
1.32K $116M
LOW
Lowes Companies Inc

Consumer Cyclical
493
New
$222.66 - $268.42 $110K - $132K
493 $115M
KMX
Carmax Inc

Consumer Cyclical
1.4K
New
$69.25 - $89.19 $97.2K - $125K
1.4K $109M
JPM
Jpmorgan Chase & CO

Financial Services
440
New
$225.19 - $279.95 $99.1K - $123K
440 $108M
NVS
Novartis Ag

Healthcare
932
New
$97.14 - $115.57 $90.5K - $108K
932 $104M
UL
Unilever PLC

Consumer Defensive
1.73K
New
$54.72 - $60.29 $94.6K - $104K
1.73K $103M
A
Agilent Technologies, Inc.

Healthcare
870
New
$116.69 - $152.6 $102K - $133K
870 $102M
IBM
International Business Machines Corp

Technology
400
New
$217.4 - $264.74 $87K - $106K
400 $99.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
944
New
$101.98 - $115.66 $96.3K - $109K
944 $96.7M
ITB
Ishares Tr

ETFs
1K
New
$93.86 - $111.45 $93.9K - $111K
1K $95.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
65
New
$1187.71 - $1432.58 $77.2K - $93.1K
65 $93.1M
SCHW
Schwab Charles Corp

Financial Services
1.17K
New
$71.24 - $83.64 $83.6K - $98.1K
1.17K $91.8M
DIS
Walt Disney CO

Communication Services
889
New
$96.87 - $114.0 $86.1K - $101K
889 $87.7M
AVGO
Broadcom Inc.

Technology
520
New
$167.43 - $244.7 $87.1K - $127K
520 $87.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
673
New
$123.3 - $154.95 $83K - $104K
673 $86M
RTX
Raytheon Technologies Corp

Industrials
595
New
$114.1 - $135.66 $67.9K - $80.7K
595 $78.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
806
New
$90.0 - $96.32 $72.5K - $77.6K
806 $74.4M
AVY
Avery Dennison Corp

Industrials
400
New
$174.58 - $195.91 $69.8K - $78.4K
400 $71.2M
JNJ
Johnson & Johnson

Healthcare
415
New
$142.06 - $167.7 $59K - $69.6K
415 $68.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
230
New
$283.24 - $338.07 $65.1K - $77.8K
230 $67.7M
ADI
Analog Devices Inc

Technology
328
New
$201.56 - $243.82 $66.1K - $80K
328 $66.1M
IWM
Ishares Russell 2000 ETF

ETFs
325
New
$198.1 - $229.79 $64.4K - $74.7K
325 $64.8M
GOOG
Alphabet Inc.

Communication Services
389
New
$156.06 - $207.71 $60.7K - $80.8K
389 $60.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
306
New
$182.82 - $196.21 $55.9K - $60K
306 $57.6M
GLD
Spdr Gold Trust

ETFs
195
New
$243.19 - $288.14 $47.4K - $56.2K
195 $56.2M
CSCO
Cisco Systems, Inc.

Technology
886
New
$58.74 - $64.87 $52K - $57.5K
886 $54.7M
TM
Toyota Motor Corp

Consumer Cyclical
300
New
$176.53 - $195.35 $53K - $58.6K
300 $53M
ICLR
Icon PLC

Healthcare
299
New
$174.99 - $222.58 $52.3K - $66.6K
299 $52.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1K
New
$42.3 - $53.69 $42.3K - $53.7K
1K $52.1M
LMT
Lockheed Martin Corp

Industrials
115
New
$423.19 - $506.29 $48.7K - $58.2K
115 $51.5M
EWC
Ishares Msci Canada ETF

ETFs
1.23K
New
$39.3 - $42.52 $48.5K - $52.4K
1.23K $50.2M
ENZL
Ishares Tr Msci New Zealand Et

ETFs
1.17K
New
$41.75 - $46.05 $49K - $54K
1.17K $49.4M
Activity Summary
Buys All Purchases 223 New Holdings 201 Increased Positions 22 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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