Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.78%
$91.37 - $101.65 $731 - $813
1.03K $105M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
53
+ 17.97%
$58.35 - $66.29 $3.09K - $3.51K
348 $23.1M
MOH
Molina Healthcare, Inc.

Healthcare
10
+ 20.0%
$283.98 - $360.73 $2.84K - $3.61K
60 $20.7M
Grayscale Bitcoin Mini Tr Bt
1.03K
New
N/A
1.03K $5.8M
TMUS
T Mobile Us, Inc.

Communication Services
13
+ 12.87%
$175.14 - $206.36 $2.28K - $2.68K
114 $23.6M
SOUN
Soundhound Ai, Inc.

Technology
1.2K
New
$3.89 - $6.2 $4.67K - $7.44K
1.2K $5.59M
CMCSA
Comcast Corp

Communication Services
38
+ 2.48%
$37.33 - $41.78 $1.42K - $1.59K
1.57K $65.5M
JCI
Johnson Controls International PLC

Industrials
60
+ 73.17%
$65.52 - $77.61 $3.93K - $4.66K
142 $11M
BMY
Bristol Myers Squibb CO

Healthcare
32
+ 8.82%
$39.66 - $51.75 $1.27K - $1.66K
395 $20.4M
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 5.1%
$107.93 - $120.23 $2.16K - $2.4K
412 $48.4M
KR
Kroger CO

Consumer Defensive
33
+ 7.8%
$50.43 - $57.3 $1.66K - $1.89K
456 $26.1M
ZTS
Zoetis Inc.

Healthcare
14
+ 13.86%
$172.58 - $196.48 $2.42K - $2.75K
115 $22.5M
SCHC
Schwab Strategic Tr Intl Small

ETFs
26
+ 1.94%
$34.48 - $38.87 $896 - $1.01K
1.37K $52.7M
CTAS
Cintas Corp

Industrials
72
+ 360.0%
$201.38 - $819.83 $14.5K - $59K
92 $18.9M
TT
Trane Technologies PLC

Industrials
8
+ 26.67%
$314.21 - $388.71 $2.51K - $3.11K
38 $14.9M
ABR
Arbor Realty Trust Inc

Real Estate
305
+ 338.89%
$12.89 - $15.66 $3.93K - $4.78K
395 $6.15M
UNP
Union Pacific Corp

Industrials
5
+ 2.91%
$221.78 - $256.09 $1.11K - $1.28K
177 $43.5M
URI
United Rentals, Inc.

Industrials
4
+ 44.44%
$627.41 - $814.1 $2.51K - $3.26K
13 $10.4M
ETN
Eaton Corp PLC

Industrials
10
+ 13.7%
$272.52 - $333.02 $2.73K - $3.33K
83 $27.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
77
New
$54.98 - $59.51 $4.23K - $4.58K
77 $4.58M
NNDM
Nano Dimension Ltd.

Technology
1.87K
New
$2.04 - $2.53 $3.81K - $4.73K
1.87K $4.58M
PPL
Ppl Corp

Utilities
93
+ 34.83%
$27.36 - $33.08 $2.54K - $3.08K
360 $11.9M
EWJ
Ishares Msci Japan ETF

ETFs
63
+ 6300.0%
$63.12 - $72.99 $3.98K - $4.6K
64 $4.58M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.94%
$74.26 - $78.84 $743 - $788
1.07K $83.8M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
786
New
$5.1 - $5.68 $4.01K - $4.46K
786 $4.43M
VST
Vistra Corp.

Utilities
37
New
$69.0 - $119.06 $2.55K - $4.41K
37 $4.39M
ADI
Analog Devices Inc

Technology
18
+ 17.65%
$200.56 - $243.33 $3.61K - $4.38K
120 $27.7M
WTW
Willis Towers Watson PLC

Financial Services
12
+ 50.0%
$257.34 - $294.53 $3.09K - $3.53K
36 $10.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 3.61%
$173.36 - $189.8 $1.21K - $1.33K
201 $38.2M
ASML
Asml Holding Nv

Technology
6
+ 150.0%
$749.82 - $1098.95 $4.5K - $6.59K
10 $8.33M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
88
+ 39.11%
$31.95 - $38.02 $2.81K - $3.35K
313 $11.7M
LLY
Eli Lilly & CO

Healthcare
8
+ 5.37%
$772.14 - $960.02 $6.18K - $7.68K
157 $139M
LNG
Cheniere Energy, Inc.

Energy
23
New
$172.24 - $186.09 $3.96K - $4.28K
23 $4.14M
Fidelity Ethereum Fd
158
New
N/A
158 $4.11M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
294
New
$12.94 - $14.0 $3.8K - $4.12K
294 $4.1M
PEG
Public Service Enterprise Group Inc

Utilities
34
+ 54.84%
$73.58 - $89.21 $2.5K - $3.03K
96 $8.59M
ICE
Intercontinental Exchange, Inc.

Financial Services
8
+ 7.14%
$136.93 - $162.81 $1.1K - $1.3K
120 $19.3M
FTNT
Fortinet, Inc.

Technology
11
+ 6.15%
$55.39 - $77.55 $609 - $853
190 $14.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 10.81%
$1024.09 - $1201.76 $4.1K - $4.81K
41 $43.2M
SNY
Sanofi

Healthcare
67
New
$48.54 - $58.53 $3.25K - $3.92K
67 $3.86M
O
Realty Income Corp

Real Estate
4
+ 1.18%
$52.36 - $63.42 $209 - $254
342 $21.7M
AIG
American International Group, Inc.

Financial Services
55
+ 39.57%
$70.16 - $79.23 $3.86K - $4.36K
194 $14.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
11
+ 35.48%
$259.22 - $299.75 $2.85K - $3.3K
42 $11.8M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
922
New
$3.8 - $4.05 $3.5K - $3.73K
922 $3.74M
FNDE
Schwab Fundamental Emerging Mk

ETFs
14
+ 1.16%
$28.02 - $32.68 $392 - $458
1.22K $39.4M
MSI
Motorola Solutions, Inc.

Technology
4
+ 13.33%
$385.65 - $450.49 $1.54K - $1.8K
34 $15.3M
FAST
Fastenal CO

Industrials
22
+ 8.91%
$62.09 - $71.83 $1.37K - $1.58K
269 $19.2M
SOXL
Direxion Daily Semiconductor B

ETFs
100
New
$25.96 - $68.59 $2.6K - $6.86K
100 $3.67M
GDDY
Go Daddy Inc.

Technology
23
New
$141.41 - $167.41 $3.25K - $3.85K
23 $3.61M
Activity Summary
Buys All Purchases 530 New Holdings 202 Increased Positions 328 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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