Abound Wealth Management Purchases in Q1 2025

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTG
B2 Gold Corp

Basic Materials
15
+ 0.67%
$2.3 - $3.3 $34.5 - $49.5
2.27K $6.46M
LKQ
Lkq Corp

Consumer Cyclical
18
+ 64.29%
$36.24 - $44.05 $652 - $793
46 $1.96M
RBLX
Roblox Corp

Communication Services
15
+ 500.0%
$53.77 - $75.47 $807 - $1.13K
18 $1.05M
SHOP
Shopify Inc.

Technology
214
+ 11.86%
$90.59 - $129.31 $19.4K - $27.7K
2.02K $193M
WSM
Williams Sonoma Inc

Consumer Cyclical
14
+ 26.92%
$158.1 - $217.71 $2.21K - $3.05K
66 $10.4M
BOTZ
Global X Fds

ETFs
30
+ 300.0%
$28.46 - $34.53 $854 - $1.04K
40 $1.14M
ARKQ
Ark Autonomous Technology & Ro

ETFs
12
New
$65.76 - $84.94 $789 - $1.02K
12 $796K
IRBO
Ishares Robotics & Artificial

ETFs
25
New
N/A
25 $787K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.5%
$182.82 - $196.21 $183 - $196
203 $38.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 25.0%
$175.5 - $209.86 $878 - $1.05K
25 $4.56M
SOXX
Ishares Semiconductor ETF

ETFs
5
+ 41.67%
$188.17 - $235.81 $941 - $1.18K
17 $3.27M
TRMB
Trimble Inc.

Technology
15
+ 25.0%
$65.52 - $77.49 $983 - $1.16K
75 $4.92M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 1.13%
$85.68 - $97.5 $171 - $195
179 $16.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2
+ 1.8%
$48.65 - $53.06 $97.3 - $106
113 $5.85M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 0.44%
$30.38 - $34.94 $30.4 - $34.9
229 $7.85M
RGTI
Rigetti Computing, Inc.

Technology
60
New
$6.05 - $19.51 $363 - $1.17K
60 $476K
IONQ
Ion Q, Inc.

Technology
20
New
$18.27 - $51.07 $365 - $1.02K
20 $442K
TFX
Teleflex Inc

Healthcare
3
New
$130.79 - $183.66 $392 - $551
3 $415K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
20
New
$20.27 - $28.57 $405 - $571
20 $408K
BWA
Borgwarner Inc

Consumer Cyclical
14
New
$27.78 - $32.9 $389 - $461
14 $402K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 1.53%
$156.61 - $168.02 $783 - $840
331 $53.2M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
4
New
$81.61 - $96.36 $326 - $385
4 $346K
Millrose Pptys Inc
13
New
N/A
13 $345K
KAI
Kadant Inc

Industrials
1
New
$335.28 - $398.39 $335 - $398
1 $337K
SSYS
Stratasys Ltd.

Technology
34
New
$8.58 - $12.85 $292 - $437
34 $333K
BITO
Proshares Tr Bitcoin Strategy

ETFs
15
New
$17.57 - $25.81 $264 - $387
15 $280K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3
New
$91.44 - $106.54 $274 - $320
3 $275K
NOK
Nokia Corp

Technology
20
+ 10.26%
$4.43 - $5.42 $88.6 - $108
215 $1.13M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
9
New
$24.39 - $35.22 $220 - $317
9 $268K
FMC
Fmc Corp

Basic Materials
6
New
$34.54 - $56.38 $207 - $338
6 $254K
FRPT
Freshpet, Inc.

Consumer Defensive
3
New
$83.17 - $162.59 $250 - $488
3 $250K
E
Eni Spa

Energy
8
New
$27.51 - $31.47 $220 - $252
8 $248K
Core Natural Resources Inc
3
New
N/A
3 $232K
STWD
Starwood Property Trust, Inc.

Real Estate
1
+ 0.4%
$18.41 - $20.53 $18.4 - $20.5
251 $4.96M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8
New
$27.8 - $39.18 $222 - $313
8 $223K
WSFS
Wsfs Financial Corp

Financial Services
4
New
$49.95 - $59.33 $200 - $237
4 $208K
NVEE
Nv5 Global, Inc.

Industrials
10
New
$17.03 - $19.42 $170 - $194
10 $193K
MGEE
Mge Energy Inc

Utilities
2
New
$85.7 - $94.18 $171 - $188
2 $186K
TGNA
Tegna Inc

Communication Services
10
New
$16.63 - $18.95 $166 - $190
10 $183K
MWA
Mueller Water Products, Inc.

Industrials
7
New
$21.65 - $28.24 $152 - $198
7 $178K
MGY
Magnolia Oil & Gas Corp

Energy
7
New
$22.26 - $26.58 $156 - $186
7 $177K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.35%
$20.2 - $22.24 $20.2 - $22.2
290 $6.24M
ACA
Arcosa, Inc.

Industrials
2
New
$77.12 - $103.53 $154 - $207
2 $155K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
8
New
$19.28 - $22.3 $154 - $178
8 $155K
HCI
Hci Group, Inc.

Financial Services
1
New
$110.25 - $150.47 $110 - $150
1 $150K
Everus Constr Group
4
New
N/A
4 $149K
Outfront Media Inc
9
New
N/A
9 $146K
AGYS
Agilysys Inc

Technology
2
New
$71.45 - $134.56 $143 - $269
2 $146K
Amentum Holdings Inc
8
New
N/A
8 $146K
Activity Summary
Buys All Purchases 279 New Holdings 122 Increased Positions 157 Sells All Sells 603 Reductions 602 Sold out 1 Options Calls 0 Puts 0
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