Abound Wealth Management Purchases in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.3K
+ 6.37%
$95.85 - $99.25 $2.23M - $2.31M
389K $38.5B
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
+ 27.78%
$271.18 - $303.12 $3.03M - $3.39M
51.4K $14.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28.1K
+ 101.3%
$64.88 - $72.1 $1.83M - $2.03M
55.9K $3.68B
VB
Vanguard Small Cap ETF

ETFs
7.84K
+ 15.82%
$217.89 - $252.64 $1.71M - $1.98M
57.4K $12.7B
META
Meta Platforms, Inc.

Communication Services
1.26K
+ 197.81%
$576.36 - $736.67 $729K - $931K
1.9K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
2.94K
+ 8.38%
$554.06 - $615.85 $1.63M - $1.81M
38K $21.3B
IEFA
Ishares Tr

ETFs
366
+ 0.36%
$69.57 - $78.65 $25.5K - $28.8K
101K $7.64B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.85K
New
$44.72 - $46.25 $396K - $409K
8.85K $408M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.99K
+ 334.79%
$192.82 - $222.1 $384K - $442K
2.59K $499M
OZ
Belpointe Prep, LLC

Real Estate
3.65K
New
$60.5 - $78.04 $221K - $284K
3.65K $235M
XOM
Exxon Mobil Corp

Energy
1.25K
+ 98.81%
$105.44 - $118.93 $131K - $148K
2.51K $298M
AAPL
Apple Inc.

Technology
5.12K
+ 14.81%
$209.68 - $247.1 $1.07M - $1.26M
39.6K $8.81B
VNQ
Vanguard Specialized Funds Van

ETFs
1.02K
+ 2.35%
$85.55 - $94.34 $87.4K - $96.4K
44.5K $4.03B
RTX
Raytheon Technologies Corp

Industrials
957
+ 166.43%
$114.1 - $135.66 $109K - $130K
1.53K $203M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
+ 4028.0%
$80.53 - $147.57 $81.1K - $149K
1.03K $136M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.5K
+ 167.98%
$92.45 - $106.69 $138K - $160K
2.39K $221M
SMG
Scotts Miracle Gro CO

Basic Materials
2.3K
New
$54.76 - $77.7 $126K - $178K
2.3K $126M
MRK
Merck & Co., Inc.

Healthcare
1.46K
+ 152.36%
$83.01 - $101.02 $121K - $147K
2.41K $216M
MBB
Ishares Tr

ETFs
1.23K
New
$90.37 - $94.08 $111K - $115K
1.23K $115M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
69
+ 431.25%
$1187.71 - $1432.58 $82K - $98.8K
85 $121M
VBR
Vanguard Small Cap Value ETF

ETFs
545
+ 152.23%
$183.02 - $207.75 $99.7K - $113K
903 $168M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.19K
+ 444.4%
$77.33 - $90.16 $92.1K - $107K
1.46K $114M
IGF
Ishares Global Infrastructure

ETFs
1.63K
New
$51.96 - $54.84 $84.9K - $89.6K
1.63K $89.3M
MSTR
Microstrategy Inc

Technology
311
+ 30.95%
$239.27 - $396.5 $74.4K - $123K
1.32K $379M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.11K
New
$40.03 - $46.81 $84.3K - $98.5K
2.11K $85.8M
Blackrock ETF Trust Ii
1.57K
New
N/A
1.57K $82.4M
PDCO
Patterson Companies, Inc.

Healthcare
2.5K
New
$30.8 - $31.25 $77.1K - $78.2K
2.5K $78.2M
ABBV
Abb Vie Inc.

Healthcare
136
+ 9.78%
$169.2 - $216.66 $23K - $29.5K
1.53K $320M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.49K
+ 7821.05%
$48.06 - $53.73 $71.4K - $79.8K
1.51K $73.4M
VTV
Vanguard Value ETF

ETFs
372
+ 20.27%
$167.73 - $179.21 $62.4K - $66.7K
2.21K $381M
CARR
Carrier Global Corp

Industrials
1.04K
+ 621.43%
$62.07 - $70.55 $64.8K - $73.7K
1.21K $76.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
392
+ 174.22%
$168.16 - $186.21 $65.9K - $73K
617 $105M
CAT
Caterpillar Inc

Industrials
199
+ 90.87%
$326.75 - $407.63 $65K - $81.1K
418 $138M
KR
Kroger CO

Consumer Defensive
824
+ 203.46%
$58.36 - $67.72 $48.1K - $55.8K
1.23K $83.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.32K
+ 26.27%
$57.21 - $65.8 $75.6K - $87K
6.35K $371M
VLGEA
Village Super Market Inc

Consumer Defensive
1.5K
New
$30.38 - $38.01 $45.6K - $57K
1.5K $57M
AGCO
Agco Corp

Industrials
600
New
$88.82 - $106.69 $53.3K - $64K
600 $55.5M
EFV
Msci Eafe Value ETF

ETFs
897
+ 216.67%
$51.88 - $60.73 $46.5K - $54.5K
1.31K $77.2M
EFG
Msci Eafe Growth ETF

ETFs
550
+ 9166.67%
$96.1 - $106.37 $52.9K - $58.5K
556 $55.6M
OTIS
Otis Worldwide Corp

Industrials
515
+ 715.28%
$90.77 - $104.01 $46.7K - $53.6K
587 $60.6M
WM
Waste Management Inc

Industrials
199
+ 82.57%
$200.54 - $233.78 $39.9K - $46.5K
440 $102M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 36.28%
$37.07 - $40.63 $46K - $50.4K
4.66K $183M
STRV
Ea Ser Tr Strive 500 ETF
1.31K
New
N/A
1.31K $47.2M
FDVV
Fidelity High Dividend ETF

ETFs
931
New
$48.86 - $52.28 $45.5K - $48.7K
931 $46.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
469
New
$85.29 - $92.57 $40K - $43.4K
469 $42.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
497
New
$83.18 - $89.27 $41.3K - $44.4K
497 $41.5M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.03K
+ 217.96%
$10.61 - $16.49 $32.2K - $50K
4.43K $55.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.35K
New
$25.69 - $26.89 $34.8K - $36.4K
1.35K $36.4M
IVE
Ishares S&P 500 Value ETF

ETFs
189
+ 168.75%
$185.78 - $198.58 $35.1K - $37.5K
301 $57.4M
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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