Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
184
New
$86.72 - $111.84 $16K - $20.6K
184 $20.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
76
+ 292.31%
$265.78 - $299.3 $20.2K - $22.7K
102 $27.9M
Barrick Mng Corp
614
New
N/A
614 $20.1M
HDB
Hdfc Bank LTD

Financial Services
625
+ 2016.13%
$34.14 - $78.94 $21.3K - $49.3K
656 $22.4M
Labcorp Holdings Inc
63
+ 81.82%
N/A
140 $40.2M
CACI
Caci International Inc

Technology
40
New
N/A
40 $20M
ASML
Asml Holding Nv

Technology
20
+ 666.67%
$689.63 - $968.09 $13.8K - $19.4K
23 $22.3M
DDOG
Datadog, Inc.

Technology
137
+ 4566.67%
$124.52 - $155.15 $17.1K - $21.3K
140 $19.9M
MCK
Mckesson Corp

Healthcare
24
+ 104.35%
$659.01 - $772.54 $15.8K - $18.5K
47 $36.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4
+ 0.08%
$42.67 - $46.91 $171 - $188
4.73K $221M
VHT
Vanguard Health Care ETF

ETFs
62
+ 24.7%
$239.12 - $259.95 $14.8K - $16.1K
313 $81.3M
WFC
Wells Fargo & Company

Financial Services
128
+ 5.83%
$77.05 - $85.16 $9.86K - $10.9K
2.32K $195M
CB
Chubb LTD

Financial Services
69
+ 80.23%
$265.99 - $289.59 $18.4K - $20K
155 $43.8M
OSK
Oshkosh Corp

Industrials
144
New
$118.16 - $143.44 $17K - $20.7K
144 $18.7M
UL
Unilever PLC

Consumer Defensive
314
+ 1495.24%
$58.43 - $65.01 $18.3K - $20.4K
335 $19.9M
SOXX
Ishares Semiconductor ETF

ETFs
66
+ 550.0%
$236.93 - $271.12 $15.6K - $17.9K
78 $21.2M
Canadian Pacific Kansas City
243
New
N/A
243 $18.1M
EQIX
Equinix Inc

Real Estate
23
+ 209.09%
$756.7 - $811.13 $17.4K - $18.7K
34 $26.6M
LDOS
Leidos Holdings, Inc.

Technology
89
+ 306.9%
$159.2 - $188.96 $14.2K - $16.8K
118 $22.3M
DIS
Walt Disney CO

Communication Services
214
+ 29.48%
$112.25 - $124.0 $24K - $26.5K
940 $108M
AMGN
Amgen Inc

Healthcare
51
+ 5.31%
$271.18 - $309.22 $13.8K - $15.8K
1.01K $285M
UNH
Unitedhealth Group Inc

Healthcare
29
+ 13.49%
$237.77 - $353.61 $6.9K - $10.3K
244 $84.2M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
379
New
$44.3 - $49.24 $16.8K - $18.7K
379 $17M
Ibotta Inc
604
New
N/A
604 $16.8M
JD
Jd.Com, Inc.

Consumer Cyclical
479
+ 3991.67%
$30.39 - $35.64 $14.6K - $17.1K
491 $17.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23
+ 9.47%
$435.72 - $463.74 $10K - $10.7K
266 $124M
OMC
Omnicom Group Inc.

Communication Services
194
+ 485.0%
$70.41 - $81.53 $13.7K - $15.8K
234 $19.1M
AMD
Advanced Micro Devices Inc

Technology
62
+ 20.33%
$134.8 - $184.42 $8.36K - $11.4K
367 $59.4M
HAL
Halliburton CO

Energy
621
+ 705.68%
$20.5 - $25.11 $12.7K - $15.6K
709 $17.4M
PCTY
Paylocity Holding Corp

Technology
98
New
$159.27 - $190.36 $15.6K - $18.7K
98 $15.6M
OPCH
Option Care Health, Inc.

Healthcare
553
New
$26.82 - $31.95 $14.8K - $17.7K
553 $15.4M
HCA
Hca Healthcare, Inc.

Healthcare
26
+ 27.96%
$334.32 - $426.2 $8.69K - $11.1K
119 $50.7M
BOX
Box Inc

Technology
464
+ 7733.33%
$31.03 - $33.73 $14.4K - $15.7K
470 $15.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
96
+ 25.26%
$98.99 - $112.2 $9.5K - $10.8K
476 $52.6M
ITA
Ishares Tr

ETFs
28
+ 6.64%
$184.73 - $209.26 $5.17K - $5.86K
450 $94.2M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
545
New
$25.72 - $27.0 $14K - $14.7K
545 $14.5M
GLW
Corning Inc

Technology
5
+ 1.06%
$51.6 - $82.03 $258 - $410
476 $39.1M
SLV
I Shares Silver Trust

ETFs
109
+ 11.12%
$32.73 - $42.5 $3.57K - $4.63K
1.09K $46.1M
AMT
American Tower Corp

Real Estate
81
+ 137.29%
$192.32 - $232.35 $15.6K - $18.8K
140 $26.9M
AXP
American Express CO

Financial Services
33
+ 19.76%
$294.27 - $342.31 $9.71K - $11.3K
200 $66.6M
SUI
Sun Communities Inc

Real Estate
102
New
$116.6 - $131.28 $11.9K - $13.4K
102 $13.2M
COP
Conocophillips

Energy
119
+ 31.23%
$91.0 - $98.99 $10.8K - $11.8K
500 $47.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.14%
$79.39 - $90.39 $159 - $181
1.46K $130M
MET
Metlife Inc

Financial Services
146
+ 29.86%
$73.82 - $82.37 $10.8K - $12K
635 $52.3M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
78
New
$158.24 - $191.13 $12.3K - $14.9K
78 $13M
EPD
Enterprise Products Partners L.P.

Energy
408
New
$30.74 - $32.14 $12.5K - $13.1K
408 $12.8M
PRU
Prudential Financial Inc

Financial Services
124
+ 206.67%
$100.68 - $109.89 $12.5K - $13.6K
184 $19M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 4.37%
$291.67 - $316.99 $6.42K - $6.97K
526 $160M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
45
+ 4.74%
$79.52 - $89.63 $3.58K - $4.03K
994 $88.6M
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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