Abound Financial, LLC Purchases in Q1 2025

Abound Financial, LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
140
New
$63.29 - $81.72 $8.86K - $11.4K
140 $8.89M
DG
Dollar General Corp

Consumer Defensive
100
New
$68.44 - $87.93 $6.84K - $8.79K
100 $8.79M
DOCU
Docusign, Inc.

Technology
106
New
$74.7 - $97.7 $7.92K - $10.4K
106 $8.63M
GE
General Electric CO

Industrials
43
New
$168.59 - $212.13 $7.25K - $9.12K
43 $8.61M
BA
Boeing CO

Industrials
50
New
$148.15 - $186.25 $7.41K - $9.31K
50 $8.53M
BDX
Becton Dickinson & CO

Healthcare
37
New
$222.79 - $249.08 $8.24K - $9.22K
37 $8.48M
CAT
Caterpillar Inc

Industrials
25
New
$326.75 - $407.63 $8.17K - $10.2K
25 $8.25M
DD
Du Pont De Nemours, Inc.

Basic Materials
100
New
$72.7 - $84.32 $7.27K - $8.43K
100 $7.47M
ALK
Alaska Air Group, Inc.

Industrials
150
New
$49.22 - $76.6 $7.38K - $11.5K
150 $7.38M
SUN
Sunoco LP

Energy
120
New
$51.29 - $59.25 $6.15K - $7.11K
120 $6.97M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
81
New
$80.73 - $94.96 $6.54K - $7.69K
81 $6.72M
Blackrock Inc
7
New
N/A
7 $6.63M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
74
New
$77.91 - $92.26 $5.77K - $6.83K
74 $5.88M
FE
Firstenergy Corp

Utilities
140
New
$37.95 - $43.5 $5.31K - $6.09K
140 $5.66M
XLE
Energy Sector Spdr

ETFs
57
New
$85.7 - $93.96 $4.88K - $5.36K
57 $5.33M
PRU
Prudential Financial Inc

Financial Services
47
New
$105.04 - $122.33 $4.94K - $5.75K
47 $5.25M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
100
New
$46.78 - $57.72 $4.68K - $5.77K
100 $4.87M
T
At&T Inc.

Communication Services
172
New
$21.56 - $28.28 $3.71K - $4.86K
172 $4.86M
NOW
Service Now, Inc.

Technology
6
New
$783.83 - $1170.39 $4.7K - $7.02K
6 $4.78M
SHOP
Shopify Inc.

Technology
50
New
$90.59 - $129.31 $4.53K - $6.47K
50 $4.77M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
110
New
$39.96 - $43.3 $4.4K - $4.76K
110 $4.53M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
150
New
$25.2 - $68.74 $3.78K - $10.3K
150 $4.43M
O
Realty Income Corp

Real Estate
74
New
$51.67 - $58.49 $3.82K - $4.33K
74 $4.29M
Global X Fds
247
New
N/A
247 $4.21M
SLV
I Shares Silver Trust

ETFs
134
New
$26.93 - $31.32 $3.61K - $4.2K
134 $4.15M
OTIS
Otis Worldwide Corp

Industrials
37
New
$90.77 - $104.01 $3.36K - $3.85K
37 $3.82M
KHC
Kraft Heinz CO

Consumer Defensive
124
New
$28.51 - $32.22 $3.54K - $4K
124 $3.77M
Grayscale Ethereum Mini Tr E
203
New
N/A
203 $3.5M
BYRN
Byrna Technologies Inc.

Industrials
200
New
$16.84 - $34.19 $3.37K - $6.84K
200 $3.37M
PTEN
Patterson Uti Energy Inc

Energy
400
New
$7.15 - $9.45 $2.86K - $3.78K
400 $3.29M
CVS
Cvs Health Corp

Healthcare
47
New
$44.22 - $68.64 $2.08K - $3.23K
47 $3.18M
UBER
Uber Technologies, Inc

Technology
40
New
$63.17 - $81.49 $2.53K - $3.26K
40 $2.91M
PAGP
Plains Gp Holdings LP

Energy
133
New
$18.52 - $22.13 $2.46K - $2.94K
133 $2.84M
SNOW
Snowflake Inc.

Technology
19
New
$146.16 - $192.78 $2.78K - $3.66K
19 $2.78M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
327
New
$7.93 - $13.21 $2.59K - $4.32K
327 $2.59M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
9
New
$283.06 - $421.16 $2.55K - $3.79K
9 $2.55M
KD
Kyndryl Holdings, Inc.

Technology
80
New
$31.32 - $43.45 $2.51K - $3.48K
80 $2.51M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.02%
$60.46 - $64.42 $60.5 - $64.4
5.71K $353M
TFC
Truist Financial Corp

Financial Services
58
New
$39.48 - $48.15 $2.29K - $2.79K
58 $2.39M
Zeo Energy Corp
1.52K
New
N/A
1.52K $2.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
20
New
$98.98 - $113.18 $1.98K - $2.26K
20 $2.26M
MAT
Mattel Inc

Consumer Cyclical
112
New
$17.73 - $21.94 $1.99K - $2.46K
112 $2.18M
ABNB
Airbnb, Inc.

Consumer Cyclical
16
New
$119.38 - $161.42 $1.91K - $2.58K
16 $1.91M
FSLY
Fastly, Inc.

Technology
300
New
$6.33 - $10.92 $1.9K - $3.28K
300 $1.9M
UA
Under Armour Inc Cl C

Consumer Cyclical
300
New
$5.95 - $7.79 $1.79K - $2.34K
300 $1.79M
CLOV
Clover Health Investments, Corp.

Healthcare
452
New
$3.13 - $4.82 $1.41K - $2.18K
452 $1.62M
Solventum Corp
21
New
N/A
21 $1.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15
New
$78.0 - $84.37 $1.17K - $1.27K
15 $1.2M
ZI
Zoom Info Technologies Inc.

Technology
100
New
$9.43 - $12.01 $943 - $1.2K
100 $1M
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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