Abound Wealth Management Purchases in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
8
+ 34.78%
$109.06 - $140.54 $872 - $1.12K
31 $4.02M
JBL
Jabil Inc

Technology
1
+ 1.82%
$118.97 - $147.77 $119 - $148
56 $8.07M
ADSK
Autodesk, Inc.

Technology
1
+ 1.82%
N/A
56 $16.6M
GDDY
Go Daddy Inc.

Technology
2
+ 8.7%
$153.16 - $209.03 $306 - $418
25 $4.97M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
12
New
$112.69 - $123.97 $1.35K - $1.49K
12 $1.36M
SNA
Snap On Inc

Industrials
3
+ 50.0%
$285.44 - $371.35 $856 - $1.11K
9 $3.07M
UCBI
United Community Banks Inc

Financial Services
40
New
N/A
40 $1.29M
SONY
Sony Group Corp

Technology
60
New
$17.53 - $96.8 $1.05K - $5.81K
60 $1.27M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 23.08%
$516.5 - $619.58 $1.55K - $1.86K
16 $8.26M
PANW
Palo Alto Networks Inc

Technology
72
+ 97.3%
$181.96 - $405.9 $13.1K - $29.2K
146 $26.6M
WAT
Waters Corp

Healthcare
3
+ 37.5%
$323.11 - $392.01 $969 - $1.18K
11 $4.19M
ZWS
Zurn Water Solutions Corp

Industrials
32
New
$35.79 - $40.92 $1.15K - $1.31K
32 $1.19M
UL
Unilever PLC

Consumer Defensive
21
New
$56.7 - $64.64 $1.19K - $1.36K
21 $1.19M
LUV
Southwest Airlines CO

Industrials
22
+ 23.4%
$28.99 - $34.84 $638 - $766
116 $3.9M
LNG
Cheniere Energy, Inc.

Energy
1
+ 4.35%
$181.07 - $225.92 $181 - $226
24 $5.19M
TRNO
Terreno Realty Corp

Real Estate
18
+ 450.0%
$58.62 - $66.94 $1.06K - $1.2K
22 $1.31M
GBIL
Goldman Sachs Access Treasury

ETFs
10
New
$99.85 - $100.22 $999 - $1K
10 $1M
DAX
Global X Fds Dax Germany ETF

ETFs
30
New
$32.61 - $35.04 $978 - $1.05K
30 $1M
EW
Edwards Lifesciences Corp

Healthcare
2
+ 1.92%
$64.54 - $75.92 $129 - $152
106 $7.86M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.97%
$225.97 - $266.66 $226 - $267
104 $25.1M
TTE
Total Energies Se

Energy
18
New
N/A
18 $981K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19
New
$49.03 - $53.35 $932 - $1.01K
19 $977K
NRG
Nrg Energy, Inc.

Utilities
11
+ 35.48%
$85.3 - $101.61 $938 - $1.12K
42 $3.79M
ETR
Entergy Corp

Utilities
48
+ 100.0%
$73.19 - $156.4 $3.51K - $7.51K
96 $7.3M
BKR
Baker Hughes CO

Energy
6
+ 4.14%
$35.98 - $44.88 $216 - $269
151 $6.21M
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 3.1%
$70.82 - $81.87 $283 - $327
133 $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19
New
$50.37 - $50.6 $957 - $961
19 $958K
ACN
Accenture PLC

Technology
4
+ 2.22%
$343.9 - $376.86 $1.38K - $1.51K
184 $64.7M
LPL
Lg Display Co., Ltd.

Technology
300
New
$3.07 - $4.02 $921 - $1.21K
300 $921K
CAH
Cardinal Health Inc

Healthcare
4
+ 7.14%
$107.89 - $125.33 $432 - $501
60 $7.11M
SPOT
Spotify Technology S.A.

Communication Services
2
New
$362.95 - $502.38 $726 - $1K
2 $895K
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$422.83 - $490.34 $846 - $981
2 $850K
Wk Kellogg CO
46
+ 460.0%
N/A
56 $1.01M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 20.0%
$107.06 - $123.74 $1.18K - $1.36K
66 $7.26M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 50.0%
$1160.67 - $1498.12 $1.16K - $1.5K
3 $3.77M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
70
+ 34.15%
$8.24 - $11.07 $577 - $775
275 $2.57M
SKY
Skyline Champion Corp

Consumer Cyclical
8
New
$88.1 - $108.92 $705 - $871
8 $705K
STLD
Steel Dynamics Inc

Basic Materials
9
+ 33.33%
N/A
36 $4.11M
QRVO
Qorvo, Inc.

Technology
10
New
$65.6 - $104.58 $656 - $1.05K
10 $700K
CNP
Centerpoint Energy Inc

Utilities
20
New
$28.58 - $32.66 $572 - $653
20 $635K
Veralto Corp
12
+ 20.34%
N/A
71 $7.23M
CLX
Clorox CO

Consumer Defensive
4
+ 5.48%
$156.51 - $169.74 $626 - $679
77 $12.5M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.8%
$167.23 - $183.84 $167 - $184
126 $21.7M
MDU
Mdu Resources Group Inc

Industrials
32
New
$15.1 - $30.28 $483 - $969
32 $577K
PAYX
Paychex Inc

Industrials
2
+ 3.92%
$135.86 - $148.73 $272 - $297
53 $7.4M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 20.83%
$118.38 - $133.06 $592 - $665
29 $3.45M
PH
Parker Hannifin Corp

Industrials
1
+ 2.63%
$621.74 - $709.46 $622 - $709
39 $24.8M
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 18.42%
$130.37 - $146.09 $913 - $1.02K
45 $5.9M
CB
Chubb LTD

Financial Services
6
+ 6.19%
$271.57 - $301.89 $1.63K - $1.81K
103 $28.5M
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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