Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDA
Schwab Fundamental U S Small C

ETFs
2.98K
+ 138.91%
$29.26 - $59.11 $87.2K - $176K
5.13K $152M
SSO
Proshares Ultra S&P 500

ETFs
249
+ 46.72%
$87.92 - $99.73 $21.9K - $24.8K
782 $72.3M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
341
New
$65.31 - $74.15 $22.3K - $25.3K
341 $23M
SO
Southern CO

Utilities
881
+ 13.95%
$81.5 - $94.15 $71.8K - $82.9K
7.2K $593M
VFH
Vanguard Financial ETF

ETFs
186
+ 379.59%
$108.87 - $126.2 $20.2K - $23.5K
235 $27.8M
IXUS
Ishares Tr

ETFs
322
+ 223.61%
$65.95 - $72.56 $21.2K - $23.4K
466 $30.8M
VO
Vanguard Mid Cap ETF

ETFs
73
+ 22.6%
$261.5 - $284.63 $19.1K - $20.8K
396 $105M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.29%
$378.79 - $428.11 $758 - $856
683 $280M
DIS
Walt Disney CO

Communication Services
70
+ 10.09%
$92.39 - $117.6 $6.47K - $8.23K
764 $85.1M
K
Kellogg CO

Consumer Defensive
223
+ 506.82%
$80.34 - $81.29 $17.9K - $18.1K
267 $21.6M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.19%
$471.27 - $550.62 $471 - $551
522 $272M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
30
+ 2.96%
$170.03 - $192.78 $5.1K - $5.78K
1.04K $193M
VGT
Vanguard Information Technolog

ETFs
7
+ 2.13%
$571.78 - $647.97 $4K - $4.54K
336 $209M
FOR
Forestar Group Inc.

Real Estate
608
New
$25.52 - $33.06 $15.5K - $20.1K
608 $15.8M
MA
Mastercard Inc

Financial Services
7
+ 2.17%
$491.3 - $536.15 $3.44K - $3.75K
329 $173M
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 10.38%
$385.02 - $431.37 $22.3K - $25K
617 $240M
NOW
Service Now, Inc.

Technology
2
+ 2.9%
$867.18 - $1148.42 $1.73K - $2.3K
71 $75.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
206
+ 4.27%
$61.68 - $67.87 $12.7K - $14K
5.03K $314M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
178
New
$68.01 - $70.67 $12.1K - $12.6K
178 $12.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
124
+ 37.8%
$87.42 - $98.06 $10.8K - $12.2K
452 $40.4M
APO
Apollo Global Management, Inc.

Financial Services
62
+ 1550.0%
$131.36 - $178.61 $8.14K - $11.1K
66 $10.9M
SBUX
Starbucks Corp

Consumer Cyclical
156
+ 25.2%
$87.44 - $102.5 $13.6K - $16K
775 $70.7M
BA
Boeing CO

Industrials
18
+ 6.57%
$138.14 - $180.72 $2.49K - $3.25K
292 $51.6M
KO
Coca Cola CO

Consumer Defensive
307
+ 30.79%
$61.74 - $71.71 $19K - $22K
1.3K $81.2M
RTX
Raytheon Technologies Corp

Industrials
102
+ 21.56%
$114.45 - $127.21 $11.7K - $13K
575 $66.5M
BMY
Bristol Myers Squibb CO

Healthcare
115
+ 29.11%
$51.92 - $59.94 $5.97K - $6.89K
510 $28.8M
NVR
Nvr Inc

Consumer Cyclical
1
New
$8101.21 - $9940.51 $8.1K - $9.94K
1 $8.34M
MMM
3 M CO

Industrials
65
+ 41.94%
$124.74 - $137.12 $8.11K - $8.91K
220 $28.4M
ACHR
Archer Aviation Inc.

Industrials
680
New
$2.94 - $11.33 $2K - $7.7K
680 $6.63M
GLD
Spdr Gold Trust

ETFs
28
+ 5.54%
$236.59 - $257.5 $6.62K - $7.21K
533 $129M
SHEL
Shell PLC

Energy
99
+ 230.23%
$60.63 - $70.23 $6K - $6.95K
142 $8.9M
HPQ
Hp Inc

Technology
203
+ 105.18%
$32.46 - $39.3 $6.59K - $7.98K
396 $12.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.91%
$94.43 - $105.47 $755 - $844
890 $90.3M
TRGP
Targa Resources Corp.

Energy
31
+ 310.0%
$150.58 - $207.69 $4.67K - $6.44K
41 $7.3M
TFC
Truist Financial Corp

Financial Services
112
+ 12.08%
$41.51 - $48.1 $4.65K - $5.39K
1.04K $45.1M
Gsk PLC
160
+ 727.27%
N/A
182 $6.16M
DELL
Dell Technologies Inc.

Technology
46
+ 158.62%
$111.96 - $144.21 $5.15K - $6.63K
75 $8.63M
CBU
Community Bank System, Inc.

Financial Services
10
+ 0.83%
$56.38 - $71.45 $564 - $715
1.22K $75.4M
MGC
Vanguard Mega Cap ETF

ETFs
23
+ 766.67%
$204.21 - $220.18 $4.7K - $5.06K
26 $5.53M
HWM
Howmet Aerospace Inc.

Industrials
42
+ 175.0%
$99.72 - $120.09 $4.19K - $5.04K
66 $7.22M
MS
Morgan Stanley

Financial Services
4
+ 2.12%
$104.42 - $134.99 $418 - $540
193 $24.3M
NTAP
Net App, Inc.

Technology
39
+ 70.91%
$115.31 - $131.11 $4.5K - $5.11K
94 $10.9M
TDY
Teledyne Technologies Inc

Technology
6
+ 12.5%
$436.59 - $489.24 $2.62K - $2.94K
54 $25.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 15.56%
$173.13 - $258.09 $1.21K - $1.81K
52 $12M
FISV
Fiserv Inc

Technology
3
+ 2.19%
N/A
140 $28.7M
VRSN
Verisign Inc

Technology
17
+ 58.62%
$176.68 - $206.96 $3K - $3.52K
46 $9.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8
+ 3.29%
$417.69 - $450.94 $3.34K - $3.61K
251 $107M
GM
General Motors CO

Consumer Cyclical
41
+ 19.16%
$44.82 - $60.2 $1.84K - $2.47K
255 $13.6M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
67
New
$57.47 - $61.21 $3.85K - $4.1K
67 $3.93M
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 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