Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Sila Realty Trust Inc
107
+ 1.61%
N/A
6.77K $170M
C
Citigroup Inc

Financial Services
74
+ 26.06%
$85.57 - $103.49 $6.33K - $7.66K
358 $36.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
100
New
$110.74 - $122.12 $11.1K - $12.2K
100 $12.1M
Fidelity Ethereum Fd
220
+ 139.24%
N/A
378 $15.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
37
+ 27.01%
$236.25 - $257.69 $8.74K - $9.53K
174 $44.7M
GPN
Global Payments Inc

Industrials
138
+ 511.11%
$77.61 - $90.01 $10.7K - $12.4K
165 $13.7M
HOOD
Robinhood Markets, Inc.

Technology
80
New
$91.27 - $143.18 $7.3K - $11.5K
80 $11.5M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
248
New
$45.07 - $47.56 $11.2K - $11.8K
248 $11.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
194
+ 102.65%
$52.12 - $55.33 $10.1K - $10.7K
383 $21.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
122
New
$82.96 - $95.7 $10.1K - $11.7K
122 $11M
DAL
Delta Air Lines, Inc.

Industrials
156
+ 76.85%
$49.0 - $61.97 $7.64K - $9.67K
359 $20.4M
XLE
Energy Sector Spdr

ETFs
60
+ 5.7%
$84.25 - $91.99 $5.06K - $5.52K
1.11K $99.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
300
+ 31.55%
$27.61 - $29.15 $8.28K - $8.75K
1.25K $36.4M
SPYI
Shp ETF Tr Neos S&P 500 High I
192
New
N/A
192 $10M
Neos ETF Trust
185
New
N/A
185 $10M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
293
+ 5860.0%
$30.8 - $37.14 $9.02K - $10.9K
298 $10.1M
EWJ
Ishares Msci Japan ETF

ETFs
124
New
$71.69 - $81.49 $8.89K - $10.1K
124 $9.95M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
172
New
$53.81 - $57.52 $9.26K - $9.89K
172 $9.89M
ACA
Arcosa, Inc.

Industrials
104
+ 5200.0%
$83.66 - $100.23 $8.7K - $10.4K
106 $9.93M
MTRN
Materion Corp

Basic Materials
77
+ 3850.0%
$80.72 - $122.12 $6.22K - $9.4K
79 $9.54M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.19%
$109.47 - $119.06 $219 - $238
1.03K $122M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 31.11%
$534.91 - $598.71 $7.49K - $8.38K
59 $32.9M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
166
New
$50.48 - $57.12 $8.38K - $9.48K
166 $9.28M
ARKW
Ark Next Generation Internet E

ETFs
53
New
$144.46 - $174.76 $7.66K - $9.26K
53 $9.26M
Ishares Bitcoin Trust ETF
142
New
N/A
142 $9.24M
XYLD
Global X Fds S&P 500 Covered C

ETFs
234
New
$38.52 - $39.39 $9.01K - $9.22K
234 $9.19M
SYY
Sysco Corp

Consumer Defensive
8
+ 0.62%
$76.33 - $82.51 $611 - $660
1.3K $107M
AZZ
Azz Inc

Industrials
81
+ 4050.0%
$96.74 - $119.54 $7.84K - $9.68K
83 $9.06M
O
Realty Income Corp

Real Estate
139
+ 108.59%
$56.13 - $60.79 $7.8K - $8.45K
267 $16.2M
FITB
Fifth Third Bancorp

Financial Services
8
+ 0.33%
$40.91 - $46.28 $327 - $370
2.45K $109M
EFV
Msci Eafe Value ETF

ETFs
102
+ 25.89%
$62.79 - $68.42 $6.4K - $6.98K
496 $33.6M
Direxion Shs ETF Tr
86
New
N/A
86 $8.56M
IYR
Ishares Tr

ETFs
87
New
$94.16 - $98.46 $8.19K - $8.57K
87 $8.48M
EME
Emcor Group, Inc.

Industrials
13
New
$530.88 - $655.83 $6.9K - $8.53K
13 $8.45M
Grayscale Ethereum Trust ETF
243
New
N/A
243 $8.33M
ARKQ
Ark Autonomous Technology & Ro

ETFs
74
New
$86.2 - $111.56 $6.38K - $8.26K
74 $8.26M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 0.25%
$64.58 - $69.94 $323 - $350
2.03K $141M
XLU
Utilities Sector Spdr

ETFs
8
+ 0.62%
$81.14 - $87.32 $649 - $699
1.31K $114M
RPG
Invesco Exchange Traded Fd Tr

ETFs
166
New
$45.41 - $48.26 $7.54K - $8.01K
166 $7.92M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
181
New
$42.13 - $44.1 $7.63K - $7.98K
181 $7.78M
COMM
Comm Scope Holding Company, Inc.

Technology
500
New
$7.29 - $16.99 $3.65K - $8.5K
500 $7.74M
CI
Cigna Corp

Healthcare
26
+ 866.67%
$262.23 - $334.39 $6.82K - $8.69K
29 $8.46M
MPC
Marathon Petroleum Corp

Energy
3
+ 1.15%
$158.59 - $198.69 $476 - $596
264 $50.9M
ADI
Analog Devices Inc

Technology
29
+ 42.03%
$220.68 - $255.63 $6.4K - $7.41K
98 $24.1M
DWM
Wisdomtree Tr

ETFs
113
New
$62.79 - $66.96 $7.1K - $7.57K
113 $7.48M
ENB
Enbridge Inc

Energy
147
New
$43.79 - $50.46 $6.44K - $7.42K
147 $7.42M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
51
New
$133.48 - $144.38 $6.81K - $7.36K
51 $7.31M
UBS
Ubs Group Ag

Financial Services
168
+ 600.0%
$33.77 - $42.38 $5.67K - $7.12K
196 $8.04M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
78
New
$86.07 - $90.74 $6.71K - $7.08K
78 $7.02M
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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