Abound Wealth Management Purchases in Q3 2025

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
54
+ 15.93%
$91.28 - $97.59 $4.93K - $5.27K
393 $37.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
179
New
$37.14 - $37.85 $6.65K - $6.78K
179 $6.76M
DTH
Wisdomtree Tr

ETFs
136
New
$46.13 - $49.9 $6.27K - $6.79K
136 $6.69M
TFC
Truist Financial Corp

Financial Services
22
+ 1.05%
$42.83 - $47.07 $942 - $1.04K
2.11K $96.5M
IYE
Ishares Tr

ETFs
140
New
$44.83 - $48.91 $6.28K - $6.85K
140 $6.65M
MDT
Medtronic PLC

Healthcare
56
+ 35.22%
$87.67 - $95.74 $4.91K - $5.36K
215 $20.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
71
New
$87.05 - $93.19 $6.18K - $6.62K
71 $6.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14
+ 53.85%
$362.31 - $405.74 $5.07K - $5.68K
40 $16.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
45
+ 500.0%
$131.47 - $143.64 $5.92K - $6.46K
54 $7.65M
MODL
Victory Portfolios Ii Victorys
136
New
N/A
136 $6.29M
F
Ford Motor CO

Consumer Cyclical
477
+ 92.08%
$10.82 - $12.09 $5.16K - $5.77K
995 $11.9M
KMB
Kimberly Clark Corp

Consumer Defensive
64
+ 14.75%
$121.72 - $136.77 $7.79K - $8.75K
498 $61.9M
APH
Amphenol Corp

Technology
6
+ 2.84%
$97.39 - $125.4 $584 - $752
217 $26.9M
DGRO
Ishares Core Dividend Growth E

ETFs
78
+ 46.99%
$64.12 - $68.08 $5K - $5.31K
244 $16.6M
IYF
Ishares Tr

ETFs
42
+ 47.73%
$119.89 - $127.16 $5.04K - $5.34K
130 $16.5M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.25%
$139.82 - $155.45 $140 - $155
398 $61.9M
CDE
Coeur Mining, Inc.

Basic Materials
300
New
$8.68 - $18.76 $2.6K - $5.63K
300 $5.63M
MGC
Vanguard Mega Cap ETF

ETFs
21
+ 80.77%
$224.2 - $245.55 $4.71K - $5.16K
47 $11.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
43
New
$121.46 - $130.92 $5.22K - $5.63K
43 $5.6M
KGC
Kinross Gold Corp

Basic Materials
225
New
$15.19 - $24.85 $3.42K - $5.59K
225 $5.59M
VNQI
Vanguard Global Ex U.S. Real

ETFs
110
+ 71.9%
$45.22 - $48.34 $4.97K - $5.32K
263 $12.6M
PRIM
Primoris Services Corp

Industrials
40
New
$79.61 - $137.33 $3.18K - $5.49K
40 $5.49M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 6.84%
$215.01 - $273.02 $1.72K - $2.18K
125 $31.3M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
79
+ 1.78%
$11.64 - $15.79 $920 - $1.25K
4.51K $66.1M
Te Connectivity PLC
2
+ 2.17%
N/A
94 $20.7M
MGM
Mgm Resorts International

Consumer Cyclical
150
New
$34.18 - $39.77 $5.13K - $5.97K
150 $5.2M
SU
Suncor Energy Inc

Energy
116
+ 232.0%
$37.83 - $43.02 $4.39K - $4.99K
166 $6.94M
DXPE
Dxp Enterprises Inc

Industrials
42
New
$89.1 - $125.82 $3.74K - $5.28K
42 $5M
RZG
Invesco Fd Tr S&P Smallcap 600
90
New
N/A
90 $4.9M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 8.28%
$157.1 - $178.94 $1.89K - $2.15K
157 $27.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
13
+ 32.5%
$301.44 - $365.84 $3.92K - $4.76K
53 $17.3M
WM
Waste Management Inc

Industrials
37
+ 8.39%
$213.88 - $237.1 $7.91K - $8.77K
478 $106M
GNR
Spdr S&P Global Natural Resour

ETFs
79
New
$54.23 - $59.34 $4.28K - $4.69K
79 $4.68M
KLAC
Kla Corp

Technology
1
+ 4.76%
$843.9 - $1078.6 $844 - $1.08K
22 $23.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
+ 10.29%
$284.45 - $324.95 $1.99K - $2.27K
75 $24M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
25
+ 2.34%
$75.26 - $80.19 $1.88K - $2K
1.1K $87.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.33%
$40.68 - $46.33 $122 - $139
914 $41.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
54
+ 23.79%
$51.78 - $57.89 $2.8K - $3.13K
281 $16.2M
BMY
Bristol Myers Squibb CO

Healthcare
144
+ 7.87%
$43.31 - $48.98 $6.24K - $7.05K
1.97K $89M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
81
New
$50.02 - $53.28 $4.05K - $4.32K
81 $4.24M
AEP
American Electric Power CO Inc

Utilities
33
+ 55.93%
$103.26 - $115.0 $3.41K - $3.8K
92 $10.3M
ITW
Illinois Tool Works Inc

Industrials
14
+ 53.85%
$252.31 - $269.41 $3.53K - $3.77K
40 $10.5M
IBB
Ishares Biotechnology ETF

ETFs
27
New
$127.63 - $144.37 $3.45K - $3.9K
27 $3.9M
XLI
Industrial Sector Spdr

ETFs
17
+ 10.56%
$147.94 - $154.99 $2.51K - $2.63K
178 $27.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
29
+ 0.85%
$40.94 - $42.85 $1.19K - $1.24K
3.44K $145M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.31%
$94.17 - $99.95 $188 - $200
654 $65.3M
SBUX
Starbucks Corp

Consumer Cyclical
84
+ 16.03%
$81.9 - $96.86 $6.88K - $8.14K
608 $51.5M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.83%
$159.93 - $187.67 $160 - $188
122 $22.9M
BA
Boeing CO

Industrials
10
+ 5.29%
$209.79 - $237.38 $2.1K - $2.37K
199 $43M
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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