Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
45
+ 11.25%
$390.92 - $477.15 $17.6K - $21.5K
445 $212M
MA
Mastercard Inc

Financial Services
91
+ 26.0%
$550.18 - $598.96 $50.1K - $54.5K
441 $251M
NWBI
Northwest Bancshares, Inc.

Financial Services
4.27K
New
$11.5 - $13.53 $49.1K - $57.8K
4.27K $52.9M
Arista Networks Inc
5
+ 0.43%
N/A
1.16K $168M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
34
+ 4.18%
$275.84 - $326.36 $9.38K - $11.1K
848 $277M
META
Meta Platforms, Inc.

Communication Services
76
+ 3.7%
$695.21 - $791.73 $52.8K - $60.2K
2.13K $1.56B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
130
+ 63.41%
$224.68 - $282.71 $29.2K - $36.8K
335 $93.5M
RTX
Raytheon Technologies Corp

Industrials
67
+ 4.36%
$144.19 - $167.33 $9.66K - $11.2K
1.6K $268M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
82
+ 8.09%
$195.29 - $223.85 $16K - $18.4K
1.1K $243M
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 6.28%
$357.4 - $423.42 $14.3K - $16.9K
677 $274M
LLY
Eli Lilly & CO

Healthcare
56
+ 28.57%
$625.65 - $812.69 $35K - $45.5K
252 $193M
VT
Vanguard Total World Stk Index

ETFs
282
+ 552.94%
$128.41 - $138.03 $36.2K - $38.9K
333 $45.9M
BNDX
Vanguard Total International B

ETFs
790
New
$49.0 - $49.51 $38.7K - $39.1K
790 $39.1M
AZN
Astrazeneca PLC

Healthcare
495
+ 1767.86%
$68.72 - $82.11 $34K - $40.6K
523 $40.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
195
+ 59.09%
$164.63 - $174.58 $32.1K - $34K
525 $91.6M
JNJ
Johnson & Johnson

Healthcare
41
+ 4.56%
$155.17 - $185.42 $6.36K - $7.6K
941 $175M
IDV
Ishares Tr

ETFs
988
New
$34.54 - $37.28 $34.1K - $36.8K
988 $36.1M
CVX
Chevron Corp

Energy
177
+ 25.14%
$145.57 - $161.83 $25.8K - $28.6K
881 $137M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
121
+ 9.65%
$89.32 - $107.82 $10.8K - $13K
1.38K $148M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 0.42%
$181.56 - $190.33 $3.09K - $3.24K
4.03K $763M
TJX
Tjx Companies Inc

Consumer Cyclical
184
+ 48.81%
$121.35 - $144.54 $22.3K - $26.6K
561 $81.1M
IYW
Ishares Dj Us Tech ETF

ETFs
172
New
$171.38 - $197.01 $29.5K - $33.9K
172 $33.7M
AMAT
Applied Materials Inc

Technology
123
+ 32.45%
$156.25 - $204.95 $19.2K - $25.2K
502 $103M
VBR
Vanguard Small Cap Value ETF

ETFs
102
+ 11.78%
$195.41 - $212.37 $19.9K - $21.7K
968 $202M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
528
+ 150.43%
$54.35 - $59.32 $28.7K - $31.3K
879 $52.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
182
+ 2.88%
$62.09 - $66.51 $11.3K - $12.1K
6.51K $425M
BAC
Bank Of America Corp

Financial Services
174
+ 3.2%
$44.92 - $52.42 $7.82K - $9.12K
5.61K $289M
V
Visa Inc.

Financial Services
122
+ 16.12%
$332.09 - $358.86 $40.5K - $43.8K
879 $300M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
772
New
$39.58 - $40.74 $30.6K - $31.5K
772 $31.3M
VTV
Vanguard Value ETF

ETFs
13
+ 0.46%
$175.51 - $186.57 $2.28K - $2.43K
2.84K $530M
Blackrock Inc
20
+ 38.46%
N/A
72 $83.6M
BKF
Ishares Mcsi Bic ETF

ETFs
641
New
$40.94 - $45.78 $26.2K - $29.3K
641 $29M
COIN
Coinbase Global, Inc.

Technology
85
+ 354.17%
$297.99 - $419.78 $25.3K - $35.7K
109 $36.8M
GS
Goldman Sachs Group Inc

Financial Services
19
+ 13.1%
$696.56 - $806.32 $13.2K - $15.3K
164 $130M
RMBS
Rambus Inc

Technology
265
New
$62.85 - $107.38 $16.7K - $28.5K
265 $27.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
49
+ 111.36%
$404.94 - $499.99 $19.8K - $24.5K
93 $44.9M
APP
App Lovin Corp

Technology
34
New
$335.1 - $718.54 $11.4K - $24.4K
34 $24.3M
SO
Southern CO

Utilities
33
+ 0.47%
$90.83 - $96.0 $3K - $3.17K
7.12K $675M
GNRC
Generac Holdings Inc.

Industrials
143
New
$146.61 - $202.85 $21K - $29K
143 $23.9M
ING
Ing Groep Nv

Financial Services
910
+ 2757.58%
$22.0 - $26.08 $20K - $23.7K
943 $24.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
188
+ 341.82%
$131.78 - $176.09 $24.8K - $33.1K
243 $32.7M
SHEL
Shell PLC

Energy
323
+ 1242.31%
$69.82 - $73.93 $22.6K - $23.9K
349 $25M
VBK
Vanguard Small Cap Growth ETF

ETFs
63
+ 32.81%
$276.51 - $305.12 $17.4K - $19.2K
255 $75.9M
QCOM
Qualcomm Inc

Technology
125
+ 48.08%
$145.84 - $173.55 $18.2K - $21.7K
385 $64M
IWP
Ishares Russell Mid Cap Growth

ETFs
154
+ 223.19%
$137.51 - $145.26 $21.2K - $22.4K
223 $31.8M
OHI
Omega Healthcare Investors Inc

Real Estate
520
New
$36.29 - $43.34 $18.9K - $22.5K
520 $22M
GE
General Electric CO

Industrials
3
+ 0.63%
$244.75 - $305.63 $734 - $917
481 $145M
CDNS
Cadence Design Systems Inc

Technology
1
+ 0.21%
$309.46 - $373.37 $309 - $373
487 $171M
AES
Aes Corp

Utilities
1.52K
+ 678.13%
$10.77 - $13.94 $16.4K - $21.2K
1.74K $22.9M
Activity Summary
Buys All Purchases 454 New Holdings 127 Increased Positions 327 Sells All Sells 124 Reductions 123 Sold out 1 Options Calls 0 Puts 0
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