Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
41
+ 19.43%
$62.07 - $75.35 $2.54K - $3.09K
252 $17.5M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 4.85%
$112.15 - $127.2 $2.24K - $2.54K
432 $52.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
71
+ 5.37%
$9.71 - $15.34 $689 - $1.09K
1.39K $18.5M
IBM
International Business Machines Corp

Technology
21
+ 3.22%
$204.9 - $238.04 $4.3K - $5K
674 $148M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.37%
N/A
271 $78.3M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
23
+ 164.29%
$107.98 - $143.92 $2.48K - $3.31K
37 $4.98M
ATO
Atmos Energy Corp

Utilities
24
+ 266.67%
$136.41 - $151.43 $3.27K - $3.63K
33 $4.6M
TPL
Texas Pacific Land Corp

Energy
3
New
$915.49 - $1730.0 $2.75K - $5.19K
3 $3.32M
BRO
Brown & Brown, Inc.

Financial Services
32
+ 457.14%
$100.93 - $113.42 $3.23K - $3.63K
39 $3.98M
Smurfit Westrock PLC
56
+ 127.27%
N/A
100 $5.4M
ALLY
Ally Financial Inc.

Financial Services
85
+ 56.67%
$34.12 - $39.98 $2.9K - $3.4K
235 $8.45M
EFV
Msci Eafe Value ETF

ETFs
90
+ 27.78%
$51.78 - $57.15 $4.66K - $5.14K
414 $21.7M
Super Micro Computer Inc
101
New
N/A
101 $3.08M
WMB
Williams Companies, Inc.

Energy
14
+ 5.09%
$46.37 - $59.74 $649 - $836
289 $15.6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
+ 400.0%
$180.39 - $205.43 $2.89K - $3.29K
20 $3.79M
TYL
Tyler Technologies Inc

Technology
5
+ 250.0%
$576.64 - $635.69 $2.88K - $3.18K
7 $4.22M
TSCO
Tractor Supply CO

Consumer Cyclical
169
+ 676.0%
$52.59 - $303.74 $8.89K - $51.3K
194 $10.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.56%
$124.61 - $133.96 $623 - $670
905 $117M
KEYS
Keysight Technologies, Inc.

Technology
18
+ 34.62%
$149.01 - $172.53 $2.68K - $3.11K
70 $11.2M
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 5.26%
$206.1 - $246.94 $1.24K - $1.48K
120 $26.5M
COF
Capital One Financial Corp

Financial Services
2
+ 2.3%
$145.19 - $192.01 $290 - $384
89 $15.9M
EQIX
Equinix Inc

Real Estate
2
+ 18.18%
$865.69 - $985.0 $1.73K - $1.97K
13 $12.6M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 9.09%
$399.22 - $689.78 $399 - $690
12 $7.13M
UPS
United Parcel Service Inc

Industrials
41
+ 16.94%
$122.65 - $138.35 $5.03K - $5.67K
283 $35.7M
Solventum Corp
42
+ 113.51%
N/A
79 $5.22M
ADP
Automatic Data Processing Inc

Industrials
5
+ 7.25%
$280.08 - $307.97 $1.4K - $1.54K
74 $21.6M
DNP
Dnp Select Income Fund Inc

Financial Services
284
New
$8.82 - $9.96 $2.5K - $2.83K
284 $2.51M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.43%
$246.06 - $292.59 $246 - $293
71 $19.9M
OVV
Ovintiv Inc.

Energy
5
+ 0.5%
$37.74 - $46.71 $189 - $234
1.01K $41M
WELL
Welltower Inc.

Real Estate
20
+ 18.87%
$123.11 - $139.3 $2.46K - $2.79K
126 $15.8M
JNPR
Juniper Networks Inc

Technology
62
+ 295.24%
$35.08 - $39.26 $2.17K - $2.43K
83 $3.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
27
+ 16.17%
$104.01 - $115.38 $2.81K - $3.12K
194 $20.5M
FITB
Fifth Third Bancorp

Financial Services
86
+ 3.52%
$41.76 - $48.44 $3.59K - $4.17K
2.53K $107M
IT
Gartner Inc

Technology
5
+ 26.32%
$481.22 - $551.8 $2.41K - $2.76K
24 $11.9M
GLW
Corning Inc

Technology
23
+ 4.74%
$44.11 - $49.76 $1.01K - $1.14K
508 $24.1M
ALLE
Allegion PLC

Industrials
17
+ 425.0%
$130.63 - $153.36 $2.22K - $2.61K
21 $2.75M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
100
New
$20.92 - $23.57 $2.09K - $2.36K
100 $2.15M
INCY
Incyte Corp

Healthcare
30
+ 136.36%
$65.08 - $83.38 $1.95K - $2.5K
52 $3.59M
VST
Vistra Corp.

Utilities
9
+ 24.32%
$115.74 - $166.61 $1.04K - $1.5K
46 $6.34M
SYF
Synchrony Financial

Financial Services
15
+ 22.73%
$49.01 - $68.55 $735 - $1.03K
81 $5.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.98%
$178.39 - $215.0 $357 - $430
207 $39.9M
MTB
M&T Bank Corp

Financial Services
9
+ 42.86%
$172.48 - $221.95 $1.55K - $2K
30 $5.65M
Te Connectivity PLC
19
+ 16.81%
N/A
132 $18.9M
ITA
Ishares Tr

ETFs
24
+ 6.03%
$144.31 - $157.31 $3.46K - $3.78K
422 $61.3M
CTSH
Cognizant Technology Solutions Corp

Technology
23
+ 14.94%
$74.37 - $82.32 $1.71K - $1.89K
177 $13.6M
RJF
Raymond James Financial Inc

Financial Services
5
+ 17.86%
$123.0 - $170.1 $615 - $851
33 $5.13M
SJM
J M Smucker CO

Consumer Defensive
16
+ 160.0%
$106.92 - $121.75 $1.71K - $1.95K
26 $2.9M
PODD
Insulet Corp

Healthcare
6
+ 75.0%
$227.79 - $275.7 $1.37K - $1.65K
14 $3.53M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19
New
$81.68 - $82.93 $1.55K - $1.58K
19 $1.56M
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
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