Abound Financial, LLC New Holdings in Q1 2025

Abound Financial, LLC

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
200
New
$96.3 - $112.23 $19.3K - $22.4K
200 $19.5M
QRVO
Qorvo, Inc.

Technology
269
New
$69.12 - $90.57 $18.6K - $24.4K
269 $19.5M
CTRA
Coterra Energy Inc.

Energy
666
New
$25.51 - $29.83 $17K - $19.9K
666 $19.2M
NSC
Norfolk Southern Corp

Industrials
80
New
$227.69 - $259.76 $18.2K - $20.8K
80 $18.9M
FSCO
Fs Cr Opportunities Corp Com
2.67K
New
N/A
2.67K $18.8M
IYT
Ishares Tr U.S. Transportation

ETFs
292
New
$63.37 - $73.39 $18.5K - $21.4K
292 $18.7M
BK
Bank Of New York Mellon Corp

Financial Services
216
New
$75.42 - $88.95 $16.3K - $19.2K
216 $18.1M
PWZ
Invesco California Amt Free Mu

ETFs
754
New
$23.68 - $24.72 $17.9K - $18.6K
754 $18M
WFC
Wells Fargo & Company

Financial Services
247
New
$66.78 - $81.42 $16.5K - $20.1K
247 $17.7M
TXN
Texas Instruments Inc

Technology
98
New
N/A
98 $17.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
736
New
$23.16 - $27.04 $17K - $19.9K
736 $17.2M
KMB
Kimberly Clark Corp

Consumer Defensive
120
New
$124.46 - $147.4 $14.9K - $17.7K
120 $17.1M
UPS
United Parcel Service Inc

Industrials
154
New
$109.66 - $136.26 $16.9K - $21K
154 $16.9M
AMAT
Applied Materials Inc

Technology
108
New
$145.06 - $195.51 $15.7K - $21.1K
108 $15.7M
GVA
Granite Construction Inc

Industrials
205
New
$70.98 - $94.81 $14.6K - $19.4K
205 $15.4M
PAYX
Paychex Inc

Industrials
100
New
$136.06 - $154.52 $13.6K - $15.5K
100 $15.4M
DHR
Danaher Corp

Healthcare
75
New
$201.62 - $250.59 $15.1K - $18.8K
75 $15.4M
KEYS
Keysight Technologies, Inc.

Technology
98
New
$148.16 - $185.11 $14.5K - $18.1K
98 $14.7M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
1.56K
New
$9.03 - $17.11 $14K - $26.6K
1.56K $14M
Cooper Cos Inc
164
New
N/A
164 $13.8M
VEA
Vanguard Ftse Developed Market

ETFs
272
New
$47.4 - $52.99 $12.9K - $14.4K
272 $13.8M
COIN
Coinbase Global, Inc.

Technology
78
New
$172.23 - $301.3 $13.4K - $23.5K
78 $13.4M
YUM
Yum Brands Inc

Consumer Cyclical
85
New
$123.25 - $162.53 $10.5K - $13.8K
85 $13.4M
Wells Fargo CO New
10
New
N/A
10 $12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
140
New
$74.85 - $84.89 $10.5K - $11.9K
140 $11.4M
MCK
Mckesson Corp

Healthcare
17
New
$566.21 - $672.99 $9.63K - $11.4K
17 $11.4M
COP
Conocophillips

Energy
107
New
$88.6 - $105.85 $9.48K - $11.3K
107 $11.2M
VZ
Verizon Communications Inc

Communication Services
247
New
$37.81 - $46.49 $9.34K - $11.5K
247 $11.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
145
New
$75.47 - $84.24 $10.9K - $12.2K
145 $11.2M
CVNA
Carvana Co.

Consumer Cyclical
49
New
$166.52 - $285.33 $8.16K - $14K
49 $10.2M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
150
New
$68.07 - $78.99 $10.2K - $11.8K
150 $10.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
224
New
$42.5 - $46.71 $9.52K - $10.5K
224 $10.1M
OMC
Omnicom Group Inc.

Communication Services
119
New
$79.43 - $88.34 $9.45K - $10.5K
119 $9.87M
INTC
Intel Corp

Technology
417
New
$19.1 - $27.39 $7.96K - $11.4K
417 $9.47M
SNY
Sanofi

Healthcare
168
New
$48.15 - $59.42 $8.09K - $9.98K
168 $9.32M
ALL
Allstate Corp

Financial Services
44
New
$180.99 - $210.18 $7.96K - $9.25K
44 $9.11M
Root Inc
68
New
N/A
68 $9.07M
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
MDT
Medtronic PLC

Healthcare
77
New
$79.84 - $94.5 $6.15K - $7.28K
77 $6.92M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
81
New
$80.73 - $94.96 $6.54K - $7.69K
81 $6.72M
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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